Suggest you listen from around the 37min mark.Actually the whole...

First 5839 Last

Share
Profile

Follow
rpower80

1,423 Posts.

172

24/08/21

09:56

Post #: 55519679
Share

Originally posted by Semmel: ↑

It will prove this as well, but I think its more a pathfinder for the factory. The fact that they can demonstrate the quality already, and have a clear path to scale it doesnt mean they have every step of the way figured out. Just that they know that there is a solution. They have to gravitate towards that solution. I dont think customers will require the EVA results to sign binding agreements. The pressure in the industry is so large, I expect contracts will be signed much sooner than this. Think about it, that would mean binding agreements not before end of 2023. Then they need to tool up their own cell factory to receive Talnode-C. Far too slow to do this sequentially. Its gonna happen in parallel instead.

Here is what I expect to happen:
Talga already proved beyond any reasonable doubt the quality of Talnode-C. Customers will review the expansion plans from the current lab scale to EVA and ultimately the mine. Then they will agree on a binding offtake which includes the products of the EVA plant. Talga will receive money for that. Maybe not enough to cover the costs or make a profit, but they will have some revenue. The customer will scale their own cell production together with the EVA plant output. For that, they need a binding agreement before the EVA plant comes online.

Expand

Suggest you listen from around the 37min mark.

Actually the whole webinar is good and worth a watch for all new comers to TLG.

https://m.youtube.com/watch?v=u9EJOGTUIA0&t=2321s

TLG Price at posting: $1.28 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

Time for retail therapy buying in the shopping Scentre for hot stocks

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Eurozone-based companies find new ways to secure a regional lithium supply

End of FY is a time to juggle wins, losses and capital gains taxes

SS1

Sun Silver submits US$60M Silver Paste Funding Application to US DoE

There are more pages in this discussion • 10,244 more messages in this thread...

First 5839 Last

Add TLG (ASX) to my watchlist

(20min delay)
Last 62.0¢		Change -0.030(4.62%)		Mkt cap ! $235.4M

Open	High	Low	Value	Volume
62.5¢	64.0¢	61.0¢	$421.3K	674.2K

Buyers (Bids)

No.	Vol.	Price($)
1	9998	62.0¢

Sellers (Offers)

Price($)	Vol.	No.
62.5¢	5000	1

View Market Depth

No.	Vol.	Price($)
1	9998	0.620
2	14618	0.615
3	26618	0.610
3	16270	0.605
4	164618	0.600

Price($)	Vol.	No.
0.625	5000	1
0.630	11331	2
0.635	19563	1
0.650	8273	3
0.675	2000	1

Last trade - 16.10pm 25/06/2024 (20 minute delay)

TLG (ASX) Chart

Suggest you listen from around the 37min mark.Actually the whole...

Time for retail therapy buying in the shopping Scentre for hot stocks

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Eurozone-based companies find new ways to secure a regional lithium supply

End of FY is a time to juggle wins, losses and capital gains taxes

Sun Silver submits US$60M Silver Paste Funding Application to US DoE

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Suggest you listen from around the 37min mark.Actually the whole...

Top Stories

Time for retail therapy buying in the shopping Scentre for hot stocks

With financials holding the fort, materials must step up with some heavy lifting to stimulate stocks

Eurozone-based companies find new ways to secure a regional lithium supply

End of FY is a time to juggle wins, losses and capital gains taxes

Sun Silver submits US$60M Silver Paste Funding Application to US DoE

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News