Talga DFS / JV, page-59

No one else in the battery supply chain is in the position Talga are.

Genuinely pumped for Talga’s future. It’s easy to get caught in the details (permits etc) and lose sight of the big picture. This is the beginning of a massive new industry and Talga are a leader with world class partners. They have to succeed.

From the LKAB MoU announcement (this is the big picture):

LKAB, Mitsui and Talga confirm intent to jointly develop Swedish battery anode project
• Swedish state-owned mining and minerals group LKAB has joined Mitsui in executing a tripartite non-binding Letter of Intent with Talga
• The LOI outlines the intent to jointly develop Talga’s Vittangi anode project in northern Sweden following detailed feasibility study due Q1 2021 and due diligence
• Agreement offers significant opportunities for synergies across Swedish operations and infrastructure, regional investment and global sales/distribution

Bring on the DFS!