TLG 3.95% 36.5¢ talga group ltd

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  1. 410 Posts.
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    Mostly, I just want to hear what the plan is so I know they're thinking ahead about these things. Ordering equipment is still months away. Now's the time to be planning ahead so we don't get caught flat-footed in a turbulent geopolitical environment. German equipment, in particular could be vulnerable to upcoming energy disruptions.

    Worst case, the production schedule would get delayed. I want to know they've got their eye on the ball to minimize the risk of delay.

    One thing working in our favor is the German car manufacturers are going to need this anode. If Germany has to ration energy, I expect the automakers will pull whatever strings are necessary to help Talga get the equipment on time.
 
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