Ann: $10m Institutional Placement, page-22

Long term Talga is a better investment than our ASX synthetic competitor due to significantly higher gross margin ($ for us). We don't have tesla (yet), and they are ahead of us for now, but we do have the backing of Sweden's richest woman (consider her contacts and influence) and their govt. I also believe funding and approvals won't be a problem, despite thinking the dfs will have an expanded final stage capacity.
Talga just has to confirm it can supply consistent quality, and they're confident they can, and in planning cater reasonably to all the moving parts. In a few years the sp could be 10 times higher from anode revenue alone, but we will also have the developing additives segments. This decade will be awesome for Talga.
Patience isn't a virtue I have, but it's our friend in usa we'll have to care for as the graphene era unfolds and the sp rises through the $.