TLG 5.33% 39.5¢ talga group ltd

Talga TLG - General Discussion, page-44

  1. 1,709 Posts.
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    You compared TLG's downtrend with CXO and SYA. I informed you that their share prices dropping were due to fundamental reasons (lithium price collapse + they're high cost producers). Talga's fundamentals over the last year have only improved (EIB finance, permit approvals, initial appeals rejected, push for ex-China supply etc.)

    Unable to counter this (because again, you have no idea about the company and are only here because of an alert), you go on some weird tangent about how the share price will increase if all the positives play out. Thanks for pointing that out.

    No one is arguing that there isn't a downtrend. I am saying it's undervalued right now, likely because of the Kinetic situation. Look no further than how other anode/graphite plays on the ASX are currently priced. Talga is projected to be in production before many of these other companies and are going further down the value chain than some of them, yet is now sitting 20-50m below their market caps.
 
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