TLG 0.00% 79.0¢ talga group ltd

Hi Gero, Why wouldn't you just use the pre tax NPV from the...

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    Hi Gero,

    Why wouldn't you just use the pre tax NPV from the 19ktpa DFS = US$1 bil = AUD $1.5m

    After tax NPV will be around AUD $1 Bil then divide this by the number of shares on issue (350 mil).
    The future NPV per share = ~$2.80 which is a possible 100% gain.

    This is subject to Talga obtain all the permits, successfully commissioning the mine and the AAM production facility. obtaining offtake at US$12 per tonne and its operating costs of US$2.3 per tonne.

    If Beach is correct where SYR is looking at selling its AAM for around US$5k per tonne, how realistic is TLG's forecast pricing of US$12k per tonne?
 
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