I have to agree with friedchickenpup here and disagree with Bisq-pabs. The NV and Talga business models are not currently compatible, so unless NV experience a fatal anode material supply squeeze (possible in short term) or Talga want to give up the majority of projected margins, then there will be no deal between the two.
Fortunately there will be enough demand from other sources to satisfy the Talga base case (DFS) and beyond but it’s possible the AAM sales business model may be a limiting factor to domination of the European anode market. Like everything else we will have to wait and see.
I have to agree with friedchickenpup here and disagree with...
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