TLG 1.83% 55.5¢ talga group ltd

No argument from me on that front - I think we're all here for...

  1. 269 Posts.
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    No argument from me on that front - I think we're all here for Europe's largest and highest grade graphite first and foremost smile.png

    As per the recent Euroz Hartleys broker report, the revenue numbers are staggering from the Vittangi deposit alone. See extract below

    https://hotcopper.com.au/data/attachments/4984/4984934-41c8b095a1f90e03dd259c123bf7bc5b.jpg

    The $US10bn pa revenue figure is just from Vittangi alone and does not even take into account Talga's two other Swedish graphite deposits Jalkunen and Raitajarvi.

    The big question for me is with the forthcoming resource upgrade for Vittangi and the EU signalling their support for fast tracking financing and permitting for CRM projects, how much bigger is Talga's expansion plans for Stage 2 going to be beyond the original Niska scoping study of 85,000tpa. We of course need to get past the first hurdle in securing the environmental/natura permits in Jan/Feb, but I suspect the target will be a much larger than what is currently being communicated in public to avoid attracting additional local opposition/protests against the company ahead of the court hearing.

    https://hotcopper.com.au/data/attachments/4984/4984943-cdee32031bbb5a2cba19bafb0386e809.jpg

 
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