Talga Competitor??, page-39

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navitimer

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10/12/20

06:44

Post #: 49470363
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thanks. This is quality information. I wasn’t able to watch the presentation, so I value your feedback.

Originally posted by scep: ↑

Agree, that's why we see recent recruits such as CEO Europe, which is also carrying the title of COO (ready for another recruit) to take some load off Mark's shoulders. The organisation has to grow to take on the tasks ahead anyway and it will de-risk a bit the dependency on a single person. Still, Mark is the face and soul of Talga whom I respect a lot.

Just saw the Benchmark Week presentation from Mark and he stressed that his (future) clients focused on Low Cost, Reliant delivery in quantity and quality against Low Emission based on specified performance requirement. Of course, talking his book as he stressed how well Talga was positioned to deliver under those conditions.

The priming question about solid state batteries was answered in a different way than in a previous presentation. After first admitting that it was nice technology, but very hard to realise he carried on by stressing that Talga was focusing on graphite/metal as the most commercial interesting product. There was less talk about patents or 'I can't talk about it really'. Actually, not a bad position from a initial revenue point of view.

One more bit of info. I noticed that Mark was less happy with the Vittangi and Niska development targets, but that was maybe because the previous presenter (from Elkem) is a couple of years ahead of Talga. Mark also stressed how much time the permitting process would take. There is certainly a lot of money to be gained if that can be speeded up.

Overall and in the context of the Benchmark Week, it was Mark sticking to the constraints of the PFS and scoping study and less hints about potentials, except the DFS in March'21. Still, I would be surprised if we have to wait that long for any more news, but I also want a white Xmas. GLTA

Disclosure: I bought a bit more. This time in Europe.

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TLG Price at posting: $1.77 Sentiment: Hold Disclosure: Held
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