Hi WTM,
I am not suggesting Talnode is a worthless product, I am stating the price you achieve for the anode may be significantly less than what the DFS forecasts. The lower the price for the anode materials, will significantly reduce the future NPV.
There is no evidence to suggest Talga anode is a premium product. We don't even know the energy density of Talnode C.
If its energy density and cycling are similar to all other PSG, It is unlikely to obtain the prices that are detailed in the DFS. US$12,312 per tonne.
Until TLG obtains its mining approvals and obtains its binding offtake agreements, we can only speculate on the price TLG will receive or compare the likely price to other companies who have entered into agreements.
Hi WTM,I am not suggesting Talnode is a worthless product, I am...
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