TLG 1.77% 55.5¢ talga group ltd

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  1. 913 Posts.
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    Similar in ways but they don't compare IMO. Grade is king for graphite and Nouvea Monde will need to pull up a hell of a lot more ore to produce the same amount of anode as Talga. This kills margins and are why Talga's are so high.

    Peer comparison below. Nouveau Monde way down the bottom.
    https://hotcopper.com.au/data/attachments/3224/3224747-8334cff1e2318880bb367efc94155358.jpg
    https://hotcopper.com.au/data/attachments/3224/3224750-14e9efac400654582846eeba93803a5c.jpg
    Last edited by cat dog: 30/05/21
 
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