TLG 2.52% 61.0¢ talga group ltd

IF the 2026 projections hold true, and you were to assume no...

  1. 269 Posts.
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    IF the 2026 projections hold true, and you were to assume no revenue before 2026, nor any graphene sales, this is still a 4 billion market cap company (discounted cash flow) . That is the magnitude of the uncertainty valuation on talga. The market does not find it likely that talga can execute on its plans, due to permitting and loss aversion.

    I get it. At some level we are speculating that Sweden will yield to overwhelming market, moral, organizational, and political pressure. It seems like such a sure thing I hate to call it speculation, it seems so inevitable. All we can do is wait.
 
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