TLM 12.0% 28.0¢ talisman mining limited

Ann: 2021 AGM Chairmans Address, page-10

  1. 3,355 Posts.
    lightbulb Created with Sketch. 1078
    They explicitly exclude lithium:
    https://hotcopper.com.au/data/attachments/3829/3829126-f997887b3da6e6fed3e4ee91b6307c1d.jpg
    And they strongly emphasise how expensive they think stuff is:
    https://hotcopper.com.au/data/attachments/3829/3829131-cf73977d0c7d99f9f17d12c625aed954.jpg
    https://hotcopper.com.au/data/attachments/3829/3829143-45a8a8ed77a695198d994c2e7ea8570f.jpg

    They're not doing anything quickly in other words, because they don't want to buy the top.

    The last "peak" in the copper cycle took 6 years to unwind. Same with tin. This assumes history repeats, which it doesn't. It also assumes demand destruction and substitution, which misunderstands the electrification dynamic.
 
watchlist Created with Sketch. Add TLM (ASX) to my watchlist
(20min delay)
Last
28.0¢
Change
0.030(12.0%)
Mkt cap ! $47.08M
Open High Low Value Volume
25.5¢ 28.0¢ 25.0¢ $44.44K 166.8K

Buyers (Bids)

No. Vol. Price($)
1 9213 25.5¢
 

Sellers (Offers)

Price($) Vol. No.
28.5¢ 40098 1
View Market Depth
Last trade - 10.50am 30/07/2024 (20 minute delay) ?
TLM (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.