Its not about being first its going to be about timing it right.
If Talga was pumping out anode today it would get less per tonne today than in would 2025. When the material squeeze happens in 2025 and prices sky rocket Talga should be hitting their 100k tpa. of anode goal.
If Talga has all that 100k contracted alteady by 2025, those same customers are going to be begging for more product and will be willing to pay top dollar to lock in their supply.
The current plans are their to ensure maxium shareholder return.
Its not about being first its going to be about timing it...
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