Agreed, except for the opportunity cost part. There has been a massive historical opportunity cost to holding Talga (always great in hindsight), but now we're on the last stretch for the final exploitation appeal and detailed mining plan (which should both be done this quarter). Then the fireworks start: offtakes, financing and FID. These prices are depressing if you've already loaded up and can't buy more, but at this point I can't see there being a better investment over the next 6 months (or maybe that was your point )
TLG Price at posting:
44.0¢ Sentiment: Buy Disclosure: Held
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