You make good points and indeed Talga has the luxury of choice. I just try to image how fast and how much money can be made in rolling out an improved vessel coating system. That will take some years. Long before that expect Talga to make serious money with anode material.
As a long term holder, my initial investment in 2014 was related to graphene and the many developments and potential applications. All signs from MT are that the focus is set strongly on electrification. A hidden gem, I hope will have a breakthrough within the foreseeable future, is the replacement (in part) of copper wiring by a graphite related product. But also here the roll out will take some time.
Exiting times ahead!
You make good points and indeed Talga has the luxury of choice....
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