Good points, yet there is no commercial plant only pilot plant and remains in the "several years stage" with no announcement on the horizon that would create a demand for EV's that have slowed everywhere in the world expect for EV mandates in China. I have worked or spoken with TLG over the past 10 years and needless to say they have progressed, yet a snail's pace and with current economic turmoil, I would venture a guess we will revisit this very situation again in the next 2 or 3 years will all still hoping for commercial production. As I stated earlier, conductive graphite powder additives are abundant with no shortages in the foreseeable future, which begs the question why would any government or investor group drop $100 million to US$ 150 million on an anode plant when there is no guarantee the battery industry will live up to the hype narrative in the next 10 years? Does TLG have enough working capital to weather the additional wait or will they continue with equity / capital raises to pay exorbitant salaries / remuneration to the board and management?
TLG Price at posting:
41.5¢ Sentiment: None Disclosure: Not Held
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