TLG - Media, page-14377

@Archer9

Yes, a graphite miner... that's currently building Europe's first commercial anode plant. That makes sense.

There are only about a handful of ex-China anode producers that will emerge in the next year or two and Talga is the current front-runner in Europe. With such limited supply outside of China, selling anode won't be difficult. Despite your constant negativity, surely it's obvious which way the wind is blowing regarding Chinese supply? Look at the most recent example: Batteries containing components manufactured or assembled by an FEOC are not eligible for the IRA tax rebate. This will only get more extreme this time next year when the same rules apply for batteries containing minerals mined or processed by an FEOC.

You can bring up past non-binding agreements or how long the company has taken to get to this point; the fact is they're still one of the leading companies outside of Asia. All of this was achieved as a small cap during a period where Europe had no interest in opening new mines or financing such companies.