Would strongly recommend investors watch this Febrruary Investor presentation
MT mentions / implies:
Considering the above, in the context of the environmental approvals, this made a very compelling investment thesis for me, and I've added a fair bit more.
- Imminent resource upgrade (which was put on hold to focus on permit)
- Vertical integration between anode production and use of by- product, plus the ability to recycle
- Potential horizontal integration from licensing agreements of our technology
- Further upside from EU legislation
- Potential binding agreements with customers (feels likeTalga can just pick who)
Price is now only 10% above the most recent $40M funding raise (and that raise was pre environmental approval), which I think is worth much more than 10%.
I will continue to add at these levels
Would strongly recommend investors watch this Febrruary Investor...
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