I think I will need to send you an Officeworks gift voucher...

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WheresTheMonkey

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03/09/21

21:43

Post #: 55824791
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Originally posted by GoblinGhoul: ↑

I made a comment similar to this on Reddit.

A couple of weeks ago, I was accused of missing the point by talking too much about the mine. At the time, I didn't think too much about it. But it has been stewing on my mind. For the past few months, I have also been thinking about how Talga's IP and expertise would be valued.

Previously I viewed Talga as a mining company with downstream processing capabilities. Recently I have been thinking about it the other way around, wherein they are a battery technology company with a mine. So ultimately, I see the company's value in the downstream technology. The mine improves the economics of the project to be on par with Chinese manufacturers. And the mine also improves the supply security of the project. To paraphrase, I believe Simon Moores, who said the battery materials game would end up like musical chairs. And soon, the music will stop, and there won't be enough chairs for the OEMs. Meaning, you may have a hard time as an anode company relying on material via someone else.

In short, I have no way to value something intangible like IP. But looking at the likes of Sila, I have an inkling it may be worth more than 400m AUD. I am purely thinking about Talnode-C and Talnode-Si here, not to mention Talnode-E/X, graphene, and the cathode additives.

I admit I haven't done too much research here, so I may be off the mark. But anyway, I think it is an interesting conversation to have. Because I will staple my eyes shut if I come on here and have to read about permits again.

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I think I will need to send you an Officeworks gift voucher soon.

Staplers are usually in aisle 4

LOL

TLG Price at posting: $1.42 Sentiment: Hold Disclosure: Held
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I think I will need to send you an Officeworks gift voucher...

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