Very impressive. i saw it. My view.
1. Demand exceeds supply for graphite it probably makes no difference. And of course its a graphite addative NOT graphite.
2. The presenters in the morning explained that every graphite mine is unique. They have different uses. So its only a small subset of graphite that can be used for batteries.
3. Talga have both Anode and Cathode addatives. They are very shy about showing it.
4. Clients test graphite anodes for upto 2 years before they confirm interest and orders.
5. Niska is based on 4 above. plus future expansions already underway.
So graphite anode is not fungible and the orders are already in.
Very impressive presentation, but I'm not concerned at all.
Talga Competitor??, page-3
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