You are making the assumption that the scale of Talga's success is 100% determined by Talga's actions.
It's not. The macro environment has a huge impact too and that is constantly changing in Talga's favour.These are all things that have a huge impact on Talgas success that have nothing to do with Talga's execution.
- New mine permitting process in Sweden
- EU funding for green transition
- Carbon footprint passports for batteries.
- ENORMOUS up-scaling of customer demand
A good plan perfectly executed in an average macro environment = average outcome.
A good plan well executed in an amazing macro environment = amazing outcome.
You are making the assumption that the scale of Talga's success...
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