Ann: Talga Investor Webinar Presentation, page-3

Agree with all that B'zapper

I'm looking forward to having another listen to check some points when the video comes available

I got the impression that Mark was extremely pleased that he was now dealing direct with car manufacturers and had had enough of the battery manufacturers who were only interested in talking a deal which was more competitive than their current Chinese suppliers. A faster and more reliable supply chain was not worth anything, nor was the cleaner carbon foot print. He intimated that a lot of the battery manufacturers in Europe were in effect China controlled.

I did a quick Google check and it indicated that in 2030, battery supply would be:

• 58% European owned and controlled
• 22% China controlled
• 20% other

This is not so bad after all.

I do accept his point that if an EV customer is at anytime P#ssed of with the battery in his/her car, then it will be the car brand that takes the pain.

It really is a big thing that the car companies now want to talk directly with the likes of Talga.