TLG 15.8% 66.0¢ talga group ltd

Lets say you have zero trust in whatever MT says. The prevailing...

  1. 268 Posts.
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    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.

    Last edited by helmdacil: 01/12/21
 
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