The problem with trying to belittle the company for a lack of binding agreements is that other anode producers will also have to go through the same multiyear, large scale trial process. We know that automotive companies aren't just going to sign huge contracts without doing extensive testing. Mark Thompson gives a good run down of just how intricate this process is, comparing automotive quality control to that of aerospace.
The good news is Talga have already completed this trial process with some of their customers and now have purchase agreement negotiations taking place for multiyear contracts covering not just current supply, but expansions. What other company is at this stage in the game? Very few. As a near term producer Talga are well positioned for first mover advantage. While other companies are still dealing with scaling their test samples from kg, Talga should be reaping the massive rewards of being the dominant European producer of anode.
- Forums
- ASX - By Stock
- TLG
- TLG- Future customer news!
TLG- Future customer news!, page-273
-
- There are more pages in this discussion • 354 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TLG (ASX) to my watchlist
|
|||||
Last
40.0¢ |
Change
-0.025(5.88%) |
Mkt cap ! $171.5M |
Open | High | Low | Value | Volume |
42.0¢ | 42.5¢ | 40.0¢ | $257.2K | 627.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 109014 | 40.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
42.5¢ | 7816 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 109014 | 0.400 |
2 | 35000 | 0.395 |
2 | 3425 | 0.390 |
3 | 13822 | 0.385 |
6 | 91053 | 0.380 |
Price($) | Vol. | No. |
---|---|---|
0.425 | 7816 | 2 |
0.435 | 10000 | 1 |
0.440 | 110000 | 3 |
0.460 | 18157 | 2 |
0.465 | 13158 | 1 |
Last trade - 16.10pm 05/09/2024 (20 minute delay) ? |
Featured News
TLG (ASX) Chart |