@Beach42Your problem is that you are a broken record. You refuse...

@Beach42

Your problem is that you are a broken record. You refuse to take up any new information that people provide to you and seem unable to evolve your misguided opinion. Case in point: It was repeatedly demonstrated to you that those graphite deposits yield wildly different amounts of anode per tonne of graphite. You very conveniently choose to ignorate that fact. Moreover, we know that Talga has multiples of those 55 MT. For now they are exploration targets, but they have partly been comfirmed by the recent drilling.

"realistically with all the above done like Syrah. Talga can only expect to go up another 300 Million in market cap."

Talga can produce much more cheaply, localized and cleaner, leading to way higher margins and price premium. They also have superior anode performance and their tech is more advanced. As a consequence they will be much more profitable than SYR. This needs to be accounted for in DCF models. So no, you cannot compare their valuations.