TLG 2.59% 59.5¢ talga group ltd

Ann: Talga and ACC graphite anode offtake update, page-101

  1. 765 Posts.
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    why ohh why did the give a date in the first announcement???


    while i am not fussed, and happy for MT to only sign the best deals possible for shareholders....under promise and over deliver.

    3 biggrst risks with Talga

    -offtakes

    -permits

    -finance

    I am not concerned about offtakes, as demand will be exceeding supply for some time to come...

    Permits are out of Talgas hands and i believe thry have done the best job possible to get approved

    I am concerned about finance.

    MT stated not long ago that dilution will be kept minimal (pre cap raise haha) and jv project funding with green EU loans are more likely.

    I am very curious about how Talga will package that finance, to achieve the best outcomes for shareholders
 
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