TLG 1.32% 37.5¢ talga group ltd

Ann: Talga Presentation at RIU Explorers Conference, page-44

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  1. 2,788 Posts.
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    Yes other points often not appreciated is that they can truck or track the AAM to Euro customers within 48hrs, Houthie rebels eat yr heart out, cause international shipping blockages mean nought to Talga.
    Even CATL is setting up shop in Germany -we may even be selling to them…why would they ship it all the way to China with a higher cost and contained scope 1 and 2 emissions ? labelling is next year.

    The 100% small ( anode) flake size MT mentioned ( due to late stage metamorphism) is not only very efficient for Talga’s operations but differentiates them from other companies where their economics are all based on around 2/3rds ( my observations ) of their project flake sizes suitable only for industrial uses- more projects all flooding that market will clearly depress those prices and so you’d think those projected economics.
    All those projects are needed but Talga is clearly the standout.
 
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