TLG 0.00% 43.0¢ talga group ltd

Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-2

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    I noticed they said the up to €300m from the EIB complements discussions with Export Credit Agencies and International Banks, but Mitsui is not mentioned. I hope they are out.

    Maybe getting a piece of the project makes sense early on where you're swapping capital for project equity, but waiting until after permits are granted (the MoU expires after I expect we'd have our result), offtakes are being negotiated and we have a raft of other funding options that don't require giving away part of the project, doesn't really make sense. What risk would they be taking at that point to warrant such a reward?

    Also exciting to see Talnode-Si really start to make good progress!
 
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