I attended the AGM, and it was very clear to me that Talga is a tech company which owns a mine, not the other way around. There was therefore a large amount of questions about intellectual property from investors, and how that is being managed by Talga. Very impressive numbers from the mine PFS, which is only lacking extra drilling. Drilling that Talga didn't do because it was concentrating on building the IP and technology applications for its products, in order to firm up markets for the product instead of doing the low-tech simple thing of just throwing flakes on the market and competing directly with the Chinese. But now, Talga is going back and expanding resources, because the market has grown five-fold since 2015, so 20Ktpa product is now irrelevantly small, and needs revisiting.
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