Ann: Tripartite LOI Update, page-214

Lets say you have zero trust in whatever MT says. The prevailing factors remain true:
1. natural graphite is used in some percentage of EV battery anode.
2. LFP batteries will be around for at least a decade.
3. Europe still needs to secure strategic supply.
4. Sweden's mining inspectorate--the permitting entity-- has showcased the need for mining to supply the green revolution.
5. Sweden's government is pro-mining.
6. Elon Musk has said Tesla will supply locally whenever possible.

We have the environmental permit submission to read ourselves-- it looks good. We have the statements from the EU talking about billions of dollars in funding available, new information in the last 6 months.

For myself, I am holding until the market settles before buying more. But I will be buying. I think Talga is 10x the business novonix is, perhaps more. If it takes 3 years for the market to realize it, so be it. It has been choppier waters than I ever imagined, I can readily admit that. But if everything were accurately priced, there would be no point in playing the stock market other than investing in an index.