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clock Created with Sketch. 26/06/23
19:32
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Originally posted by JSSF:
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The forecast spreadsheet is optimistic, and the EH report leans conservative, there has to be a middleground somewhere?won't be perfect, because it rarely ever is. exactly to plan from here on out. I tend to think P/E of 15 may be a bit high (why 15 when other producers are typically 10 or less?). I think we can also assume overheads will be up compared to previous estimates. At this rate my "dream" price is $30 by 2030 and realistically I think it will be less.
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You are making the assumption that the scale of Talga's success is 100% determined by Talga's actions.New mine permitting process in Sweden EU funding for green transition Carbon footprint passports for batteries. ENORMOUS up-scaling of customer demand perfectly executed in an average macro environment = average outcome.well executed in an amazing macro environment = amazing outcome.
(20min delay)