The problem for the OEMs is there is nowhere near enough supply out there to meet their demand, now or planned. This is the supply chain disconnect the analysts are warning about.
It takes 7+ years to bring a mine online and a quick review of the Talga peers shows there is no one that can meet the demand for anode and there are no newcomers that have any chance of meeting this first wave.
The OEMs need Talga and MT knows it.
He's playing his cards close to his chest around production scale up plans because he knows he holds the ace.
They need to stump up the money and commit to anode or they're stuffed. The chicken and the egg he keeps talking about.
The problem for the OEMs is there is nowhere near enough supply...
-
- There are more pages in this discussion • 131 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add TLG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
41.5¢ |
Change
0.005(1.22%) |
Mkt cap ! $168.1M | |||
| Open | High | Low | Value | Volume |
| 42.0¢ | 42.0¢ | 40.5¢ | $317.8K | 773.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 35504 | 40.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 42.0¢ | 56911 | 3 |
View Market Depth
| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| TLG (ASX) Chart |