TLG 5.32% 44.5¢ talga group ltd

History tells us stocks with long runways and strong revenue...

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    History tells us stocks with long runways and strong revenue trajectories like A2M, XRO APT etc have MC around 15x revenue in early years...PE not relevant until growth trajectory levels off.

    150k tonnes of anode in 2025 at US $750m at x15 revenue equates to MC US$12b or AU$15b on 300m shares AU$50 a share.

    Expect Talga's valuation to jump significantly when anode production underway.



 
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Last
44.5¢
Change
-0.025(5.32%)
Mkt cap ! $190.9M
Open High Low Value Volume
46.5¢ 50.0¢ 44.0¢ $558.2K 1.190M

Buyers (Bids)

No. Vol. Price($)
2 71999 44.5¢
 

Sellers (Offers)

Price($) Vol. No.
46.0¢ 694 1
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Last trade - 16.10pm 18/11/2024 (20 minute delay) ?
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