TLG 0.00% 59.0¢ talga group ltd

Ann: Environmental permit approved for Talga anode refinery, page-68

  1. 451 Posts.
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    The rough numbers for first stage are in DFS from 2021:
    https://talgagroup.eu-central-1.linodeobjects.com/app/uploads/imports/asx-announcements/47146b39-9c1e-42ef-830e-15ef895e5b63/RobustDFSPavesWayForTalgaBatteryAnodeProject.pdf

    All in Milion USD $:
    Production: 19500 t of Talnode-C
    Mine life: 24 years
    Revenue: $5,352/ 24 years = $223
    Net profit before tax (LOM) $3,481/24 years = $145

    Current Mkt cap 492M AUD = 332M USD

    If the SP doesn't move and no cap raise, then we are at P/E: 2.3

    Edit: Production of Talnode-C has been raised over 20,000 tpa
    Last edited by GasperG: 22/06/23
 
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