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.
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pabs, thx for the summary. I agree with your $10B valuation. But...
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Open | High | Low | Value | Volume |
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6 | 31682 | 0.400 |
3 | 25299 | 0.390 |
3 | 39000 | 0.385 |
10 | 87963 | 0.380 |
Price($) | Vol. | No. |
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0.420 | 10182 | 1 |
0.430 | 101659 | 3 |
0.435 | 40000 | 1 |
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