Ann: Talga and ACC graphite anode offtake update, page-33

I am not sure why there are so many people so desperate for a signed offtake ,(unless they are chasing a quick trade to pay for chrissy presents) there is far more interest in supply than Talga can currently and for the near to medium future supply ,Talga has one of the cleanest supply chains available , there is an anticipated shortage of graphite in the coming years , Talga is in Europe where the highest growth for batteries is expected and Europe is favouring local supply.Talga's first full scale production doesn't come online til 2024.I would not be surprised if MT has said "Here are our terms , happy to supply on these conditions but also happy to supply others if we can't agree" . ACC could walk away but certainly wouldn't want to . From where I sit delays will work in Talga's favour ,Permits won't be settled til early next year which any agreement is dependant on , Permits will be the main catalyst for share price appreciation customers are a distant second. AIMO