TLG (ASX) Natural vs. synthetic graphite

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6.67%

40.0¢ talga group ltd

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12/11/21

19:49

Post #: 57542063
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Originally posted by JNRB: ↑

I'm sure MT's preference would be to continue working with LKAB/Mitsui. But the longer it gets left if they're playing hardball, the more likely it is someone else steps in. As others have mentioned it wouldn't be beyond the realms of possibility to see someone like VW or Tesla step in and take a stake. Then LKAB would mabye just be contracted to mine as they would anything else and lose the opportunity to JV on the project. And just look at all the green financing that was announced for COP26. So I think LKAB and Mitsui will they will be pretty keen to agree on something. Worth a reminder also that Mitsui first signed an MOU in March 2020 so they've had plenty of time. I think MT might have also mentioned in a recent pres anyway that they were investigating multiple options

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Could it be that MT is the one playing hard ball and refusing to sign until he can get the maximum possible agreement from LKAB and Mitsui?

Originally posted by JNRB: ↑

I'm sure MT's preference would be to continue working with LKAB/Mitsui. But the longer it gets left if they're playing hardball, the more likely it is someone else steps in. As others have mentioned it wouldn't be beyond the realms of possibility to see someone like VW or Tesla step in and take a stake. Then LKAB would mabye just be contracted to mine as they would anything else and lose the opportunity to JV on the project. And just look at all the green financing that was announced for COP26. So I think LKAB and Mitsui will they will be pretty keen to agree on something. Worth a reminder also that Mitsui first signed an MOU in March 2020 so they've had plenty of time. I think MT might have also mentioned in a recent pres anyway that they were investigating multiple options

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TLG Price at posting: $2.10 Sentiment: Buy Disclosure: Held
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