TLG 1.18% 43.0¢ talga group ltd

TLG - Media, page-13796

  1. 31 Posts.
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    yep, China restricting graphite exports helps them in two ways. 1. Reduces the cost of domestic supply and drives the cost competiveness if Chinese batteries/ EVs. 2. Increases the cost to Western manufacturers. It's a smart strategy that will help them dominate the nascent industry- volume production wins. It's a big win for talga as they have a rare commodity and will be able to charge a premium. Syrah can ramp up quickly hence the massive pop yesterday.
 
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