This was my point…if Talga are saying to the market that debt interest exceeds requirements, then the equity component (and I can only assume, associated long term offtakes from key customers) must already be known or under negotiation.
I’m going to go out on a limb here, for the sake of some good ol fashion speculation…but my money is still on Northvolt and probably ACC.
I’ve always assumed they’ve kept it quiet so as not to antagonise the Swedish activists. It just makes the most sense to me.
This was my point…if Talga are saying to the market that debt...
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