And from this latest presentation, it now becomes abundantly...

And from this latest presentation, it now becomes abundantly clear why they have produced a revised scoping study for anode production. Slide 4 shows the anode required by the market in 2030, the numbers are 1.53Mtpa (Europe), 1.752Mtpa (N.America), 7.32Mtpa (China), much higher than what was proposed for Niska stage 2 (2020). In the May update, Mark talked about the anode market demand now growing to 1Mtpa and higher. If TLG produces 0.425Mtpa, (the highest output in the latest scoping study), there will more than enough demand from customers in Europe and worldwide to justify it. On top of that, they want to increase their JORC resources by a factor 7-10 by further exploration. If successful, that would increase their LOM from 16 years to more than 100 years, for the case of 0.425Mtpa of anode.

I note too in this preso that the pre-works in the Lulea refinery site are now finished :

"Industrial park site acquired, fully permitted and initial siteworks completed ready for construction"

Excellent stuff Talga. All we need now is the go ahead from the SC.

All IMHO, DYOR