I agree find me another project with 80% margins, 1.7 years payback, tier 1 Jurisdiction and indicative revenues years out approaching USD2;Bn. Any stakeout would remove competition of which there is little. I don't trade so cannot comment on cash we shares. As an LTH, I would have say if you've found the right company and are an LTH , big retrace say 50% should not surprise you once in a decade. BUT since I think its extremely undervalued, say with fair value at $10. I would not be keen on a 70% retrace I have a huge margin for error.
So you have to decide for yourself, is this undervalued? I rarely buy a stock only for future potential ONLY. I like to buy a $10 note for $2 or less.
And that's how I see TLG as an LTH.
10 years, maybe 3 million tones of anodes graphene at say 70% margins. So revenue of $30bn plus with huge FCF.
TLG is "Globally Significant ". The EU and BEV industry will not allow it to fail.
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Last
74.0¢ |
Change
0.040(5.71%) |
Mkt cap ! $281.0M |
Open | High | Low | Value | Volume |
71.5¢ | 74.0¢ | 70.5¢ | $289.2K | 401.4K |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 8275 | 71.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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74.5¢ | 15473 | 3 |
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No. | Vol. | Price($) |
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1 | 8275 | 0.715 |
3 | 16671 | 0.710 |
2 | 7576 | 0.705 |
6 | 39445 | 0.700 |
1 | 3583 | 0.695 |
Price($) | Vol. | No. |
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0.745 | 15473 | 3 |
0.750 | 46106 | 5 |
0.755 | 10000 | 1 |
0.780 | 28081 | 3 |
0.795 | 10000 | 1 |
Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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Last
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Change
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Open | High | Low | Volume | ||
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Last updated 15.56pm 03/05/2024 ? |
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