That means talga's product has to be incredibly consistent, month after month, year after year. when it is just molecules like lithium you don't have to worry very much. I can see how shaped rocks extracted and crushed from the ground can present some concerns for that desire for consistency. What if some of the cells which made the deposits grew bigger one year? Smaller? Different species? not just a year, but perhaps 10-50million years? Geologic timescales are immense.
This was a concern of mine for quite some time too mate. A natural product being more likely, (in my mind at least), to often be terribly inconsistent in nature. How would it be if the graphite at 50 m depth turned out to be the complete wrong mesh/flake size to make our anode product for instance? what then?? I asked the young chap at the Talga booth at the Resources round up here in Sydney one evening in May when I had a chance to call in a question about it. He explained to me that in all core sampling ( which as we know has been extensive, Mark loves drilling ) the deposit exhibits completely identical properties from top to bottom, north to south, he even showed me a hand sketch Mark had quickly scribbled detailing this exact point to an investor who had earlier apparently in quite an antagonistic manner, questioned Talga’s ability to make as much anode as they claimed they could per tonne of ore mined. All I can say is that I remain entirely convinced that the Vittangi deposits are as uniquely suited to electric car batteries like Mark states in all his presentations and the graphite contained is truly the national treasure that the Swedish Geological survey says it is
Vittangi we now know contains over double the 12.3 mt graphite (% cg) indicated when the exerpt from the linked article above was written in June 2020 and probably a hell of a lot more.
TLG Price at posting:
$1.41 Sentiment: Buy Disclosure: Held
(20min delay)