pabs, thx for the summary. I agree with your $10B valuation. But you need to put a time qualifier on that one. I would say by 2025. Or do you mean fair value today?
Talga is subject to quite a lot of execution risk. The fundamentals of the company are stellar, but we dont know the contents and negotiation proceedings of any of the JV. I think this will have the strongest impact on the share price. Off-take agreement details as well, but I dont think there is a lot of wiggle room that would move the share price. Only the existence and offtake volume would matter.
Your point 4 is the demand side. We all know demand is through the roof and I would absolutely love for Talga to produce that much. To confirm, you mean 500ktpa Talnode-C production, right? But so far, I have not seen any way, plan or rumor how they would achieve that. At moment, we are sitting at about 100ktpa Talnode-C production by 2025.
We are not really going to decipher any future development based on currently available information.
- Forums
- ASX - By Stock
- TLG
- Talga Valuation.
Talga Valuation., page-2
-
- There are more pages in this discussion • 23 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TLG (ASX) to my watchlist
|
|||||
Last
56.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $208.8M |
Open | High | Low | Value | Volume |
57.0¢ | 57.0¢ | 55.0¢ | $378.0K | 678.6K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 2815 | 56.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
56.5¢ | 17625 | 12 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
13 | 52119 | 0.560 |
14 | 74304 | 0.555 |
10 | 48783 | 0.550 |
5 | 70695 | 0.545 |
8 | 57316 | 0.540 |
Price($) | Vol. | No. |
---|---|---|
0.565 | 10903 | 8 |
0.570 | 77881 | 11 |
0.580 | 37125 | 6 |
0.585 | 17875 | 5 |
0.590 | 19000 | 3 |
Last trade - 15.29pm 20/06/2024 (20 minute delay) ? |
Featured News
TLG (ASX) Chart |
The Watchlist
HAR
HARANGA RESOURCES LIMITED.
Peter Batten, MD
Peter Batten
MD
Previous Video
Next Video
SPONSORED BY The Market Online