Meerkat wouldn't logic say that if the demand was here already the company would be 10-20 times its current value??. Thus why investors are prepared to take it to current SP levels on 'future potential'. Isn't that the nature of business to problem solve, have bolder visions, understand the market and implement strategies better than competitors to ultimately have success. Seems exactly what Talga are doing at present. They aren't rushing out making over the top claims (as some others do) but instead are getting the science right first, proving the concept (low cost production) works and over the next 1-3 years as these boxes are ticked hopefully market demand grows and they are sitting in the drivers seat for this emerging industry. Personally i'd much prefer to be involved now that when the horse has bolted in 2-3 years time.
But as always DYOR.....
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