TLG 7.61% 42.5¢ talga group ltd

Ann: ACC and Talga sign non-binding Offtake for 60kt Anode Supply, page-67

  1. 1,831 Posts.
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    Re: change in fundamentals ....

    "under the term sheet , which follows sucKONTHATBEACHcessful qualification testwork completed to date''

    "expected to include supply of ramp up volumes over 2023 .... ''

    "floating price mechanism''

    Says to me ACC were happy enough with the outcome of the site visit , want ramp up supply & are willing to pay on MT's terms (floating price) .... so let the Ann drop . With that in mind , I'd say they also know & are comfortable with how the funding / permit situation is going as well .

    On a side note , if those muppets running MRC can go for a CRM grant then slap my ass & call me Karen .... this is in the bag.

 
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