Spot on. My thoughts exactly.

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10/06/21

11:49

Post #: 53765018
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Originally posted by helmdacil: ↑

So much fear in the last two weeks. Literally nothing has changed at all.

1. This methane cracking technology has been around for 5 years. It is interesting. However, the timeline for that tech at large quantities is not NOW, the refinery which will test large scale feasibility of methane cracking is still being constructed.

2. Talga is sending graphite to end users. By the end of this year, Talga will be producing commercial (still small) quantities of graphite. Talga's production timeline is in the next 1-5 years, not 5-10. MT himself has agonized about how it is one thing to produce graphite, it is another to produce graphite of the right quality/grade for customers. Talga is already doing that.

3. MT has made Talga into a graphite and graphene processing company as well as a mining company. It may well be that one day the mines shut down and Talga switches to methane cracking, but not for a good 5 years would Talga even begin to consider/draw up plans, I would have to imagine.

4. With regard to the permits, We all make our own judgements here. the provisional permit is a good start, and my own opinion is that Sweden will be happy to play its part to ensure a high tech, eco-friendly future. Anything like this takes time. The patient will be rewarded.

5. As for JV terms, again, this newfound anxiety is confusing. It is hardly as if Talga will walk into a negotiation and have their mine emminent-domained by the swedish government. Sweden will get its cut, for sure, as they should. There is profit enough for everyone to be happy.

6. Insiders were buying shares not 3 months ago at $0.90-0.95 USD. That is a good sign. We currently sit at $1.13 USD.

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Spot on. My thoughts exactly.

TLG Price at posting: $1.43 Sentiment: Buy Disclosure: Held
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Spot on. My thoughts exactly.

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Spot on. My thoughts exactly.

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