So do we think the next 5 years look like for TLG? For me I'm still positive that we will see:
2025 - CAB done - FID done for refinery and mine
2026 - Binding offtakes for full take up of current permitted supply 19.5k tpa - Pilot plant commercial revenue coming in - Construction start of commercial anode refinery in Luleå. - Deals on talnonde-R
2027 - non-binding deals for extra capacity - Talnode-R revenue coming in
2028 - Commissioned refinery - Permitted extra capacity to 120k+ tpa - binding deals for extra capacity - Commissioned mine for initial capacity
2030 - Niska expansion to produce extra capacity
My concerns are still execution and what happened to elements like:
- ACC (3 years ago now) non-binding off take for 60k over 5 years that was supposed to start in 2026? - Verkor discussions 2023 for big deals as well and myriad before that
Just so many discussions but nothing concrete or mentioned again. Are they stlll in play after all delays put behind us?
Interesting next 3-6 months coming up but have been saying that for many years it sounds and here we are at .43 cents
TLG Price at posting:
43.5¢ Sentiment: Hold Disclosure: Held
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