Thanks for your reply Gvan. Appreciate your thoughts and contributions as always.
I don't think you're blowing smoke and I agree with your assesment. MT has skin in the game, it's his life work, and clearly has a deep understanding of the industry. I feel that his interests are aligned with mine as a shareholder, and his leadership is a big reason I have invested and continue to invest.
Talga has been a very tough hold with the shareprice performance and the fact it is far and away my largest holding, I've pretty well pumped all I can into it over the last couple of years. However, at the time same I view this as a blessing in disguise. IMO the fundamentals of the business and market opportunity have only improved over this time, so I it has actually allowed me time to continue to build a larger position at a cheaper price.
I also agree with your assessment of Talnode Si. Mark's comments suggest there is a lot happening behind the scenes and the ability to scale at a premium value could be massive upside for Talga, which the market doesn't really comprehend yet. I assume that state funding and an anchor customer will be a big part of the business case, which hopefully should be revealed soon. This would be validation that Talga is far more than a graphite company, and is a battery technology company. Just look at Sila Nano - they were valued at $3.3B in 2021 and have raised over $1B in funding. They've just signed a deal with Panasonic for their silicon material and don't have the broad product portfolio that Talga has. Also, look at Quantumscape, they don't even have a working product that can be scaled and are valued at $3B.
Talga is the ultimate sleeper.
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Last
58.5¢ |
Change
-0.015(2.50%) |
Mkt cap ! $227.8M |
Open | High | Low | Value | Volume |
59.0¢ | 61.0¢ | 58.5¢ | $1.080M | 1.790M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 3405 | 58.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
59.0¢ | 20962 | 7 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 3014 | 0.585 |
11 | 56381 | 0.580 |
5 | 15376 | 0.575 |
12 | 152908 | 0.570 |
9 | 213446 | 0.565 |
Price($) | Vol. | No. |
---|---|---|
0.590 | 20962 | 7 |
0.595 | 34354 | 10 |
0.600 | 31094 | 5 |
0.605 | 4978 | 4 |
0.610 | 6344 | 5 |
Last trade - 14.59pm 28/06/2024 (20 minute delay) ? |
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