TLG 3.30% 47.0¢ talga group ltd

Ann: Interim Scoping Study Report shows expansion potential, page-40

  1. 683 Posts.
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    The cash cost of €560 to mine and process a tonne of product with a price of $4,000/t (Talphite) seems pretty good to me.

    However if you could really sell 425,000tpa Talphite at US$4,000/t and only need €1bn of capex to do it, there would be no point spending another €5-6bn to build an anode refinery to get ~380,000tpa of anode that sells at US$7,000/t.
 
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