Talga Valuation

Thought i would start a new thread for potentiol valuation on US Listing.

The Morgan Stanley wording was very interesting. "Position in the GLOBAL LION SUPPLY CHAIN".

Most of you know I am extreme bull on TLG so I've been trying check myself and see where I am wrong. My thinking is as follows.

1. Quantumscape valued at 3Bn, with no product until 2024.
2.Silion valued at 1Bn, its just an idea.
3. Pfs has revenues of 188m and MT confirms at least 3x demand and probably more. So conservative revenue at 5x would be 900m
4. UK Confirmed 200k of anode per annum in 2027. So total including EU, US and China must be 1m. Revenues of 15bn at USD15k a tonne. Some tonnage will be graphite, some annode, some graphene. I am just looking at broad numbers of magnitude.

SO......

1. Based on 1 and 2 TLG listed is worth at least 5Bn TODAY. Thats 10x plus

2. Based on 3 using a multiple of 20 of revenue which is conservative. Its worth 18Bn very soon with 12 months

3. In 2025 to 2027 its worth maybe 30x of revenue as a tech titan so 450Bn.


Is my expectation of 10 to 30x in 12 months crazy. I really don't think so. As long as we get a US listing.