exactly - Talga the complete opposite of those companies. CXO the definition of a marginal producer.
Talga not just lowest quartile of the cost curve, absolute rock bottom
All Talga's initial customers will be in the EU and the above doesn't even factor in additional shipping savings of Talga vs Asia competition.
Talga will make money whatever the anode price. Question is just how much.
What are the next Steps - Court decision, page-163
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