TLG 1.77% 55.5¢ talga group ltd

Estate 09 "$5 upwards at least" Fair call. It is a great...

  1. 295 Posts.
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    Estate 09 "$5 upwards at least"  Fair call.  It is a great unknown. Marc says it is the value of the ore in the ground that counts. What's it worth? We know the graphite liberated from this ore by the one step process they are proving up is the amorphous type and worth about $525/tonne. Graphene is the unknown. 10-20% by volume graphene is liberated in this process. But pricing is done by weight. Valence Industries says 1gm. of a 1 atom thick layer gives 600m2 coverage. To extrapolate 1kg would cover 600,000m2. What would graphene of that quality be worth??  The quality and price range would be enormous but its early days and all in the unknown. Talga is the only miner and processor I know of who have started and if their Nunasvaara ore is unique in its ability to process quality graphene then it would be hard to put a price cap on this ore's value imo.
 
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