TLG talga group ltd
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Talga's Current NPV, page-204

  1. nickidk4
    385 Posts.
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    13/07/22
    06:05
    Post #: 62505723
    The increased resource doesn't change anything about Talgas plans for 19.5k TPA and later around 100k TPA anode production.
    Anode price hasn't changed a lot yet, and some people still don't believe Talga can sell at the price Benchmark Minerals valued the product at.

    Talga has talked about 108k TPA anode production in 2026, which would justify a shareprice of $35 in 4 years according to Gero. I think this 2026 projection could be pushed as we have waited quite some time for the 19.5k permits.
    https://hotcopper.com.au/threads/talgas-current-npv.6408808/page-4?post_id=57411231


    We would need to see what Talga is planning after 2026 or new prices to update models.
    TLG Price at posting: $1.10 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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