Spot on! 5,000 tonnes of anode from the EVA and trial mining fully funded.
Definitely under the radar. Graphite is the “black swan in plain site”. Highest demand growth for green future according to world bank. Should be called a Nickel Graphite battery according to Elon Musk.
At the same time Talga are a speculative investment. Novonix have a customer.. Talga have no signed customers, no full scale mining permits, no signed JV partners. It requires some faith and we are the “believers”. I use that term loosely because my belief isn’t blind and is backed by my research.
I’m realistic on timelines but Talga will be the biggest anode supplier outside of China...with best margins...and green.
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