You numbers are massively off..
Talga official plans is 19.5k t in 2024 and 104k ton in 2026.. I suspect we are close to 500k ton in 2030.
From memory I recall they sell their anode for 11-12k USD per ton, and has a 80% gross margin on this. It is listed in the DFS report on the Vittangi project.
Also expect their cost/ton to decline as production increases, and expect prices to rice as shortage emerges.
You numbers are massively off.. Talga official plans is 19.5k t...
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