Very positive investor presentation last night with Mark T. Some key takeaways;
- Behind the scenes the graphite demand is continuing to grow despite backdrop of Lithium being in doldrums. Chinese limitations on graphite has put a rocket under the auto makers that are lining up supplies. Supply limitations and sovereign material supply is increasing.
- Significant more interest in Talga from customers after the Chinese restricted anode supply late in 2023.
- There is some really exciting news from battery tech and Talnode Si coming once some more formalities are completed.
- Appeals process should be completed soon. Was hoping for late in 2023. Still confident that it will be positive.
- Significant announcements and deals are lined up following the mine appeals process.
- Battery sector is continuing to grow and demand increasing despite the overarching downturn instigated by lithium. Likened it to the GFC downturn on Iron Ore which bounced back quickly. The battery sector and not just in auto makers is growing YOY despite the economic downturn with interest rates.
- Equity for Talga - nothing imminent but plenty of potential non-dilutive options particularly with partners if SP is depressed.
- Discoveries of more Lithium and Graphite in key tenements - not a priority at moment but the graphite drilling of a new area showed significant graphite deposit that requires further exploration. Lithium is currently a potential upside as not valued at anything by company.
The company position continues to strengthen and once mining appeals are finished there is a significant amount of growing opportunity for the business.
DYOR and GLTAH
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