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
57.0¢ |
Change
0.010(1.79%) |
Mkt cap ! $216.4M |
Open | High | Low | Value | Volume |
57.0¢ | 57.0¢ | 55.0¢ | $407.9K | 732.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1300 | 55.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
57.0¢ | 41252 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1300 | 0.555 |
3 | 18999 | 0.550 |
2 | 64000 | 0.545 |
3 | 37759 | 0.540 |
2 | 1101 | 0.535 |
Price($) | Vol. | No. |
---|---|---|
0.570 | 41252 | 2 |
0.580 | 35125 | 3 |
0.585 | 12847 | 2 |
0.590 | 19000 | 3 |
0.595 | 10124 | 1 |
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