What's next? All guesswork, anyway, my take is as follows:
1. Major resource upgrade this year. Double?
2. Metallurgy breakthrough or two on graphene this year. Production/manufacture/application.
3. More graphene sales starting this year. Maybe 5 or 6 small ones between now and June.
4. Pilot mining approval early next year.
5. Pilot plant operating mid-next year.
4. Major Off-take agreement late next year. Would be a company maker in my view.
Not expecting IOGC assets will find buyers soon. Maybe a JV partner out there willing to farm-in with a royalty deal for Talga.
All price supportive if management can keep the ball rolling.
Good luck to all.
TLG Price at posting:
39.5¢ Sentiment: Hold Disclosure: Held
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