TLG 1.11% 45.5¢ talga group ltd

On the whole I reckon this is a great update. Things progressing...

  1. 1,443 Posts.
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    On the whole I reckon this is a great update.
    Things progressing well, and was quite comprehensive in at least touching on some of our other portfolio offerings.

    Before the positives - the big thing missing for me was any sort of reference to Talga's recent decision to start pursuing a partnership to deliver a natural/synthetic blended anode product. This is a big change in strategy, that was only announced in the past quarter, and was not mentioned AT ALL in this quarterly update. Even if there wasn't any further progress, even just the fact the company has decided to start pursuing this should have been reported on in the quarterly.

    The rest is all pretty golden though

    Great to see here that our other product lines are also progressing.
    https://hotcopper.com.au/data/attachments/4032/4032510-24cf2723f8dcafd11484779ea962a2ec.jpg

    Gotta love comments like this
    https://hotcopper.com.au/data/attachments/4032/4032519-e10b1535c237ca92d6d6178e715fa98f.jpg

    HOORAY!!!
    We can finally put to bed all the bitching and groaning that went on when LKAB decided not to continue the MoU that it was such a disaster for Talga. We have it clearly stated now that there are better financing opportunities available now than were available when the MoU began. This is great news and should mean less dilution for shareholders (and MT of course )

    https://hotcopper.com.au/data/attachments/4032/4032543-6c9223e41a51be07c3331f472af59f45.jpg

    I haven't run the numbers but I believe our current cash balance should see us through until we start seeing some revenue from the EVA plant?
    https://hotcopper.com.au/data/attachments/4032/4032794-ef7eb53296c860bf39fd287c536cef5e.jpg

    BOOM! Whatever delays we've had, we're still ahead of the pack.
    https://hotcopper.com.au/data/attachments/4032/4032805-f04a83c337c514bcfc01d31bf3d3f529.jpg



    We did some mining, and low-and-behold Sweden didn't explode or descend into anarchy and we weren't evicted from the country. Looks like mining can be done here after all
    https://hotcopper.com.au/data/attachments/4032/4032795-fc6d8e043c07084e5ea08055dd854ad2.jpg

    Permitting is progressing, is not overdue, has not been delayed, and there is zero evidence to suggest it has hit any sort of obstruction or roadblock.
    https://hotcopper.com.au/data/attachments/4032/4032798-b18203253a7bf1f1bdfa889c98baf861.jpg

    Good to get an update on ship coating, especially after recent HC discussions speculating on it. Does anyone know if we have "Talcoat" trademarked anywhere else?
    https://hotcopper.com.au/data/attachments/4032/4032799-9747f9a917f0a87be31a74b2b69314ef.jpg





 
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