Ann: Robust DFS Paves Way For Talga Battery Anode Project, page-349

The main question is:

Don't Talga care too much to promote their business or do they really suck at running their business?

Considering that they did CR and have plenty of cash for couple of months, I think that there is no real iniciative to pump the SP right now. Also remember that DFS is a mining company thing, I think Talga made their step towards not beieng just a mining company but speciality chemical company that will produce advanced battery anode materials. True, the source is their mine and their process is made around that specific ore, but their real value will be made with their tech and IP. DFS is limited 19,500tpa, but the installed equipment can support additional expansion (Niska).

Read this line from DFS:
"Estimated capital expenditure of US$484 million plus US$44 million contingency (9.1%) andowner’s costs with additional equipment and processes aligned to latest product requirementsof Tier 1 EV battery customers and expanded infrastructure to support future Niska expansion"