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Does it really matter. Imo yes and no.To me it matters, in...

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Nunga

600 Posts.

124

12/02/21

08:48

Post #: 50919228
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Originally posted by Yowie21: ↑

Does that really matter? They can't even invoice 1 ton per year so the extra 99 is wasted capital if they were producing at that level. The new CEO needs to conduct a top down review of operations, in my opinion they have an asset in SL that could achieve cash flow positive within 6 months with the right operator. Ignoring graphite battery tech is poor strategy, they could own a significant percentage of the anode market that is the basis for TLGs valuation.

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Does it really matter. Imo yes and no.
To me it matters, in putting some perspective in some of the conversations being thrown around.
It seems people see posts like this and automatically assume it is what is happening right now.
Totally agree with your other comments btw.
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