The only thing will be supply agreements Gvan. Let's hope they don't lock in their prices because the news coming out of China could be the moment key anode suppliers outside China needed. They will have lots of leverage if the market starts to squeeze with concerns about securing supply anywhere but China.
I touched on this the other day. I don't think supply will be an issue (like many do) -- my thesis here is is all about the need to establish a supply chain outside the borders of what is typically a manipulative, difficult, unpredictable trading partner.
I still don't think the next six months will be pretty. You touched on no $$ being around. Well the reality is Talga need money and likely will ASAP. There could be a fair amount of dilution shortly; that's if they can even secure the funds required.
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Last
55.5¢ |
Change
0.010(1.83%) |
Mkt cap ! $210.7M | |||
| Open | High | Low | Value | Volume |
| 54.0¢ | 56.5¢ | 53.8¢ | $187.9K | 340.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 83393 | 55.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 56.5¢ | 34125 | 3 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |