I like to think we are friends so I will speak frankly. And I do NOT exaggerate.
All your points I agree. The key issue however is the once in a century opportunity. All governments have mandated and at Cop26 allocated 130Trn to decarbonise the whole world with urgency.
As such, Talga is placed to deliver into Europe and the US with NO competition. With an inexhaustible supply of low carbon anode.
The transition is planned already to be massive. This is no S curve of adoption. Its a government backed J Curve.
its 100x in 5 years OR LESS imo.
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