We're good @pabs ... got off to a rocky start though.
I know that you are an uber bull and highly concentrated in holdings which is way different to myself who is diversified with selective overweight positions (such as TLG). The important thing we have in common is perspective on what we are buying .... as WB says "price is what you pay and value is what you get". A good company at a "fair price" is always better than a fair company at a good price.
Today I reckon I bought a good company at a good price. Might not be the best price as it could be lower tomorrow ... TLG does not control the macro issues but they do need to be better at accelerating delivery on their company specific milestones as the "electrification" macro theme is rapidly evolving ... and will be around for a long time (a generation).
Regarding my quip on being a battery maker ... I doubt that TLG goes there (but it could) so I basically don't get why he brought up QS and Sila (other than piggy backing on valuation that is not a comparable company).
Stocks on sale w/wide
We're good @pabs ... got off to a rocky start though.I know that...
Add TLG (ASX) to my watchlist
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Last
70.5¢ |
Change
-0.050(6.62%) |
Mkt cap ! $267.7M | |||
| Open | High | Low | Value | Volume |
| 74.5¢ | 74.5¢ | 70.5¢ | $171.6K | 236.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 15194 | 70.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 71.5¢ | 6800 | 1 |
View Market Depth
| Last trade - 16.10pm 19/04/2024 (20 minute delay) ? |
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Last
71.3¢ |
Change
-0.050 ( 5.63 %) |
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| Open | High | Low | Volume | ||
| 74.0¢ | 74.5¢ | 71.0¢ | 40500 | ||
| Last updated 15.58pm 19/04/2024 ? | |||||
| TLG (ASX) Chart |