I like this announcement. I think it illustrates how short sighted the 'flaker flight' theory is.
I have always believed there are market sectors where vein graphite is quite simply too good as there are many potential high volume industries that don't require that level to function, And vein can never hope to supply that demand.
It's a bit of a copper vs gold thing. Yes, gold conducts better and is superior in every way but it makes no sense to make commercial electrical cable with 24ct strands.
I feel there's something substantial within this announcement. This part in particular..
"....growing commercial relationships have provided us with a clear picture of new emerging opportunities and how best to capitalise on these in the shorter term."
"We have assessed dozens of market opportunities that have led us to focus on specific targeted large volume applications, enabling us to move faster to products, hand in hand with the raw materials. This approach is intended to create a platform from which Talga can secure validation and commitments from customers before full scale production"
If I read that right, Mark is really emphasizing an acceleration of initial revenue as a target, perhaps a subtle shift in the plan since the most recent CR.
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