TLG 0.82% 61.5¢ talga group ltd

I'm going to title this post.. A rebuttal to BSAn article...

  1. 4,418 Posts.
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    I'm going to title this post.. A rebuttal to BS

    An article generated by a computer has been put forward to appeal to idiots and continue this futile negative sentiment campaign.

    Cash burn.. no revenue etc etc??? Gee what a surprise, How amazing to find a company with a project that hasn't started yet not generating huge profits!! Not analysis, just complete bollox. No mention of one of the world's premier investment behemoths remaining a strong partner in the JV negotiations
    https://www.mitsui.com/eu/

    https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02465553-6A1068200?access_token=83ff96335c2d45a094df02a206a39ff4

    No mention of why the cash has been burned.. the set up and commissioning of the EVA plant with Swerim to enable over twenty-three battery manufacturers and auto OEM's to run trials on our anode...



    https://hotcopper.com.au/data/attachments/4401/4401973-e2676d787c2429aba7ab1cf5a20b84f9.jpg

    No mention of the drilling program that has just proven the resource to be 54% and growing making it what will quite likely be the biggest in the world with the highest grade once it's finished.



    https://hotcopper.com.au/data/attachments/4402/4402110-84a7cc210505d9f2ee67589c3bd145a4.jpg


    No mention of these existing partnerships..
    https://hotcopper.com.au/data/attachments/4401/4401982-5c4b3b515fde05e9b64bb2ab91cf4118.jpg

    No mention of the tightening supply problem of graphite for such anode. No mention of the company's verticle integration strategy and the huge margins they're likely to make from selling a value added finished anode product and not simply being a supplier of raw graphite. No mention of likelihood of EU funding being received for the project once permits have been attained in a few months. No mention of all of the burgeoning Nordic battery industry and their vital need for Talga's product.


    https://hotcopper.com.au/data/attachments/4402/4402017-53fcbd14f8486b103b5d7359b6fed683.jpg




    The abysmal state of the world’s supply chains, the increasing price of the Chinese synthetic graphite, the growing scrutiny of carbon emissions associated with that product. Articles of this type are absolute tripe, only the uneducated and ill informed would even consider reading this stuff. There is a massive opportunity here for those that are truly informed by facts and not investment spam / clickbait
    .

    https://hotcopper.com.au/data/attachments/4402/4402037-bfe91d3517047cf1f612fef151b08448.jpg
    https://hotcopper.com.au/data/attachments/4402/4402059-8cb9d7046bf21a809ae67117d30d52c1.jpg

 
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