Continuing trawl shows a feasibility study for Talnode Si has been submitted to the UK. Total requirement by 2027 is 200k of anode with 2 refineries with another for the standard product.
also found references to another stand alone Talnode Si refinery based on customer demand.
Applying Ocams , which maybe too much. that suggests 200k Talnode Si alone, based on customer indication. That seems too high.
Farasis have no indicated volumes that i can read.
Another question, Farasis is a battery maker. will they be able to sell to other battery companies. there seem ro be 300 factories built or operational in 2025. Maybe 280 are with Farasis competitors. i assume they would want to buy elsewhere rather than a competitor.
anyone confirm the possibility of 2 Talnode Si refineries and possible volumes.
Continuing trawl shows a feasibility study for Talnode Si has...
-
- There are more pages in this discussion • 9,661 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add TLG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
49.5¢ |
Change
0.060(13.8%) |
Mkt cap ! $188.1M | |||
| Open | High | Low | Value | Volume |
| 44.0¢ | 49.5¢ | 42.0¢ | $522.2K | 1.155M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5000 | 49.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 50.0¢ | 13330 | 2 |
View Market Depth
| Last trade - 16.10pm 25/07/2024 (20 minute delay) ? |
| TLG (ASX) Chart |