The Talga HC Bar, page-563

I was gonna buy into RNU.
But whenever I looked at it, TLG in almost every way seems like a better choice.
I can only put it down to the fact that the resource is in Australia. Not so much because it means less permit uncertainty, but just people are more comfortable in general investing in an Australian asset
Still drives me nuts though.

Time for Talga to get cracking again. I'm sure stuff is going on, but they need to start communicating it.
I don't care about rushing into offtakes, but surely progress has been made on the plant they could update us on or something like that.

It's also time for them to update us on the long-term vision for the company. 2025 is less than 3 years away. That is not far enough ahead for a high-growth company like Talga to be looking. They show a chart with massive demand growth through to 2040 but then our ACTUAL plans only run up to 2025 - what bullshit. Yes they show the arrow continuing up past 2025, but we have almost zero information on that.

Imagine if Talga announced they were going to target scaling up to 200ktpa by 2028. That would put a bloody rocket under the SP. I mean I get they can't just make wild claims, they need to do proper resource expansion etc first (which they're doing) but they could still communicate SOMETHING about this longer term vision.

Anyway that's my little rant over.
I might actually just email the company and ask them when we'll see this. Seems like a pretty reasonable question.