A link to Bell Potter's May Report.
https://www.belldirect.com.au/smarter/wp-content/uploads/2024/05/TLG.pdf
Nothing new from their April version apart from reference to the larger exploration target.
Just a reminder of the juicy margins with their OPEX.... based on sales price of course, but plenty of profit potential from Stage 1.
'We have assumed total capital cost of US$640m (TLG DFS
US$484m) and operating costs of US$2,647/t Talnode-C, with a LOM sales
price for Talnode-C of US$12,295.'
Also a sales price shown for Talphene-Si
'....and Talphene-Si US$15,000/t.'
Holding on
A link to Bell Potter's May...
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