TLG 3.33% 58.0¢ talga group ltd

Comparing other mining plans with Talga's mining plans aren't...

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    Comparing other mining plans with Talga's mining plans aren't exactly apples to apples:

    I'm referring to these articles you shared:

    Boiden unable to mine copper :
    https://hotcopper.com.au/threads/sweden-a-mining-powerhouse.6586479/page-98?post_id=59752681

    Beowulf unable to mine Iron Ore:
    https://hotcopper.com.au/threads/the-talga-hc-bar.6348461/page-747?post_id=59748608
    https://hotcopper.com.au/threads/the-talga-hc-bar.6348461/page-741?post_id=59748332

    LKAB unable to mine Iron Ore:
    https://hotcopper.com.au/threads/sweden-a-mining-powerhouse.6586479/page-63?post_id=59694237

    Bluelake Mineral AB unable to mine Nickel:
    https://hotcopper.com.au/threads/sweden-a-mining-powerhouse.6586479/page-96?post_id=59748393
    https://hotcopper.com.au/threads/tlg-media.5747498/page-9068?post_id=59752416

    You also shared a presentation with a govt speaker, you referred to several times in the last few days. It shows a priority info-graphic at 2:30. MY interpretation is that supply risk is an important factor in how the government decides what to endorse. Open question, is that the only interpretation or are there others?

    Your links to this presentation:

    Here
    https://hotcopper.com.au/threads/sweden-a-mining-powerhouse.6586479/page-104?get_post=true&direction=previous
    and here
    https://hotcopper.com.au/threads/sweden-a-mining-powerhouse.6586479/page-91?post_id=59722678
    and here
    https://hotcopper.com.au/threads/sweden-a-mining-powerhouse.6586479/page-77?post_id=59719634
    and here
    https://hotcopper.com.au/threads/sweden-a-mining-powerhouse.6586479/page-58?post_id=59675661
    and here
    https://hotcopper.com.au/threads/sweden-a-mining-powerhouse.6586479/page-56?post_id=59673393
    You repeat yourself too much Beach!

    Interestingly the four companies you shared articles for are all in the "Very Low" supply risk category. Naturally they'll be making a stink in the news since they probably realize they are screwed.

    Boiden's copper - "Very Low" supply risk = mine not necessary in the governments eyes, therefore no approval?
    BlueLake's Nickel Mine - As above. "Very Low" supply risk.
    Beowulf's Iron Ore mine - Not even on the chart. Would indicate the government sees no future whatsoever for iron ore mines.
    LKAB's Iron Ore mine - As Above. Not even on the chart.


    @Beach42 Use some of your research time to find any articles from Sweden with regards to materials in the other supply risk categories - "Low" to "Very High". Are companies mining resources in the High and Very High category struggling too, or do they paint a completely different picture of what its like to mine in Sweden? Now THAT would be some fresh and interesting content!

    Talga's graphite is in the middle of the pack, no slam-dunk but are in a much better position compared to the rejected companies if this infographic is anything to go by. Note some things will have changed since 2020, I suspect cobalt may have dropped down a rank.



    Last edited by JSSF: Formatting 23/02/22
 
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