In order to produce the same net profit as Albermale , TLG would need to produce and sell about 180k tonnes of anode.
Albermale currently valued at $26bn USD.
So if Mark Thompson can produce his 270k in 2025. That would be 78x current valuation as a minimum.
BHP and the big dogs moving into Lithium. They will be pushing out Millions of Tonnes. Lithium is just a commodity totally subsititable. Its not much more complicated than copper.
Graphite sub 100 Mesh ex China is owned by TLG. It is not subsititable
Mark Thompson is not in favour of dilution!! In the SPP loyalty was rewarded. There will be very few shares issued and only to anchor , long term investors who will not sell.
Did you drop your shares and trade the dips ? Did you listen to those who spun a line about permits? Did you look for greener grass.
If you did, you've been turned over by the algos, they have your shares !!!![]()
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