Notes from 2023 AGM, page-9

  1. 389 Posts.
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    "Mark made an interesting discrimination between Talga's Vittangi project and other Graphite mines: Rather than just a graphite mine, Vittangi truly is an anode mine, given that almost 100% of the graphite particles in the mine are sized correctly to be made into anode. For other projects it is a much smaller proportion of the total graphite resource that can be utilised for anode."

    This is one of the main reasons I went heavily into TLG. This is a first principles advantage that Talga has above anyone else.
    I don't understand why this is not the primary message in the investor presentations, as both professional and retail investors can instantly see why to chose Talga instead of anyone else.

    I had not seen this statement much the last couple years, so I started to think they had changed their anode in a way so they had to do more work on the graphite before it could be used as anode.
 
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