TLG 7.61% 42.5¢ talga group ltd

I bought early and just kept buying. My view, in a few years. My...

  1. 2,385 Posts.
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    I bought early and just kept buying.

    My view, in a few years. My only regret will be I didn't buy more.

    Ganfeng is the world's largest Lithium producer at 76k trying to grow to 100k. Valued at $13bn. There are no independent anode producers of which I am aware.

    We start at 113k planned and I'm pretty certain we will do 1m within say 7 to 10 years. We are not constrained by resource. And its really fairly easy to get out of the ground.

    80% margins, more than Apple and Tesla.

    And a MD who "hides" his business in plain site. When he let's his marketing machine loose, its gonna be a lot of fun.
 
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