TLG 7.69% 48.0¢ talga group ltd

he mentioned that buyers of anode (who are also potential...

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    he mentioned that buyers of anode (who are also potential project partners) want some certainty on the supply dates. The refinery is estimated at 18-24 months but without the SC decision the start date is unknown because finance is tied to the mine. So it makes sense that the “dam” (SC) is holding back everything and when a supply date can be forecast the rest will flow: offtakes, OEM investment, finalisation of debt funding, FID etc
 
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