TLG 3.33% 43.5¢ talga group ltd

Enjoying the regular webinars. As usual very confident...

  1. 19 Posts.
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    Enjoying the regular webinars. As usual very confident presentation. Lots to note in no particular order:
    • Big US delegation currently visiting Sweden interested in supply chain/critical minerals
    • Usual emphasis on the extremely technical qualification process underway that requires much legal input in terms of risk/quality as opposed to just supplying raw/refined minerals
    • graphene products qualification/development never went away, just took a back seat to anode.... and TLG needs to provide a proper packaged update of progress for coatings, paper, industrial products etc.
    • EIB likely to cornerstone the debt funding..... well advanced
    • MT emphasising the "process" with regard to appeals and processing plant decision. Necessary evil and nothing more than that......
    • Share price.... mentioned at the outset.... acknowledged the reduced market cap and global "recessionary environment" and seemed slightly miffed I think given the ongoing progress
    • upcoming milestones...... moving beyond appeals and turning sods at the mine and refinery..... debt finance.
    • Much much more... but will leave for others

    Overall..... what an opportunity to accumulate with some near term catalysts pending and minimal down side risk.... yes please
 
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