I recall being pleasantly surprised when I read about the 40% equity makeup proposition (state aid and strategic partnerships) which you mentioned above , because I thought it will lower dilution on a project level (SPV) so I have to admit that I’m a little bit surprised by MTs comments in the recently shared video starting around the 18min mark. Seems contradictory to me… and after watching MT speak throughout the clip , it feels like an OEM will be taking a huge piece of the pie…
https://youtu.be/qq1q2FMuGRs?si=wbWDhPBTLZoHVKZ4
TLG Chart, page-2937
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40.5¢ |
Change
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Mkt cap ! $153.9M | |||
| Open | High | Low | Value | Volume |
| 41.5¢ | 42.5¢ | 39.5¢ | $625.3K | 1.514M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10640 | 40.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 42.0¢ | 100000 | 1 |
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| TLG (ASX) Chart |