TLG 2.17% 67.5¢ talga group ltd

Ann: 2023 AGM Results of meeting, page-15

  1. 210 Posts.
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    Rocket, shareholders have been saying the 'open skies' for years. No bias here and I am happy to call it how I see it. You will see i also hold and am buying on market; that doesn't mean I won't say a bad thing about the current situation. Many will agree things are not ideal.

    Re: outperformance, Mark is happy to reference Talga's share price performing better than that of their peers -- but like I said above this is due to Talga having not performed all that well in comparison to the same peers ie Novonix, who ran from 20c to $10 in the space of a few years. So yes, perhaps Talga's share price has performed better over the last 12 months but holders over a few years haven't really been rewarded like others.

    Are you disagreeing with all of the shareholders that voted against in the report? There are clearly many that are getting inpatient, hence the nature of AGM voting.

    For the record he has my support too, and I think Talga is well placed going forward provided they can sign high quality offtakes with attractive margins.

    For the record Rocket while high quality graphite mines are nice, businesses will vote with their wallets. Talga really needs to be able to compete somewhat with Chinese pricing. There are lots of policy and financial incentives in the US at the moment, it will be a harder road for Talga (well, it has been anyway). Some government support would be nice!
 
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