TLG 4.11% 70.0¢ talga group ltd

Thanks Pabs - I have also gone over the numbers multiple times...

  1. 59 Posts.
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    Thanks Pabs - I have also gone over the numbers multiple times from different angles and agree it is extremely undervalued. Quantumscapes valuation was based on 46GWh factory in 2027 and 90GWh factory by 2028. We will be in production by 2023 and maybe earlier if they can get funding sorted quickly with expansion plans already in motion. Mark and the Chairman mentioned in Talga's AGM they are looking at becoming Europe's largest manufacture of anodes in Europe and also looking to service US (maybe Asia?). Given projections of the world needing 3 million tonnes (3000 GWh) a year by 2030 that is a lot of anodes that will need to be produced and Talga in box seat with the largest and highest quality graphite reserve in Europe, very low CO2 footprint and graphite perfectly sized for making anodes.
 
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Last
70.0¢
Change
-0.030(4.11%)
Mkt cap ! $265.8M
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73.0¢ 73.0¢ 70.0¢ $229.1K 323.4K

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No. Vol. Price($)
4 21299 70.0¢
 

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Price($) Vol. No.
72.0¢ 555 1
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Last trade - 16.10pm 02/05/2024 (20 minute delay) ?
Last
70.0¢
  Change
-0.030 ( 2.23 %)
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72.0¢ 72.5¢ 70.0¢ 109419
Last updated 15.59pm 02/05/2024 ?
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