The last timeline update we got was the Vittangi DFS (19.5ktpa). That one forecasted mining by 2023 and commercial production by Q4 2024.
After the Vittangi environmental permit comes back in (presumably) Q2 2022, Talga will submit an environmental permit for Vittangi 100 ktpa, and perhaps more.
The good news about anode Q4 2024 is that the full anode production of 100 ktpa infrastructure will already be in place. Presumably, if the permit comes back positive on 100 ktpa then Talga will be able to online the second mine in 1 year instead of 2.5 year.
As investors we all hope that the new government stays true to its word about fast-tracking compelling green tech mines. Words are easy, follow-through is harder.
I believe the current goal (not sure how realistic it is, but it is the goal) is 400 ktpa by 2030. And hopefully some equity stake in the cobalt project.
Talga's Current NPV, page-42
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