TLG 3.95% 36.5¢ talga group ltd

??????? I mean I guess use your margin of safety as you feel you...

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  1. 269 Posts.
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    ??????? I mean I guess use your margin of safety as you feel you have to. However.

    We are going from 25% ore of 120ktpa to 22ktpa anode. The efficiency is not 100%, it is 66%. if we got 25% out, we would be at 30ktpa anode.

    So its not perfect in the 22ktpa number already quoted. Of the stuff that is lost, much is turned into graphene, and some is waste. iirc the ratio of graphene to graphite was 1/6 or so.

    Talga's ore is different from everybody else's. Our efficiency is higher. MT has talke about this at length.
 
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36.5¢
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