What is the problem?, page-15

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Lucky Swede

4 Posts.

03/08/20

23:19

Post #: 46277693
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Originally posted by suhm: ↑

Problem is where is the steak. It all sounds so good and promising but partners are spruiked and fall by the wayside continuously without much explanation as to what happened. Tata steel for example.

Graphene had been spruiked for years and then all of a sudden there is this pivot to graphite anode materials. This was actually envisaged in the original scoping study as selling the graphene then micrographite (graphene like materials) because the scoping study numbers were insane with all the materials priced as graphene then the rest as amorphus graphite.

Then there was the pivot to using the waste material as filler for conductive concrete as insulation for high tension electrical wires with some graphene.

In all these years there have been no significant sales despite how incredible this material apparently is and how apparently easy it is to process. It definitely does look easy to mine as it is more like a granite quarry rather than a traditional mine using a diamond saw to cut huge blocks.

Market needs sales not expression of interest or research partnerships/grants. Someone needs to handover money to say this stuff is worth paying money for.

Literally the stuff should be able to generate a IRR of >100% at a price of approx $5k a tonne, if they could get someone to buy the graphite at $500 a tonne it would make an IRR > WACC so why has there been no commercial exploitation of the deposit in last 5 years is the real question.

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What happened with the collaboration with Heidelberg Cement? Do a public company has to inform their shareholders if a collaboration ends up with nothing? In Sweden we have a say " mycket snack - lite verkstad" - lots of talk but not much work in the garage. I definitely has that feeling around Talga...

TLG Price at posting: 52.5¢ Sentiment: Hold Disclosure: Held
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