TLG 2.70% 72.0¢ talga group ltd

Where is the new SP, page-67

  1. 10,781 Posts.
    lightbulb Created with Sketch. 3550
    I am @pabs ... for a few years now

    That sort of multiple comparison chart is my first assessment when investigating the many investment options out there. It's just money multiplers and it has to make sense (which is why I am diversified and I will take profits along the way).

    Here's a question though ... has MT missed the (financing) window of opportunity? What I mean by that is to look more into MP Materials and Deepgreen. MP DA done early Aug'20. Now its 7 months later and DeepGreen goes down the SPAC path with no revenue until 2024 and an absolutely outrageous NPV $31B fundamental value case ... does that sound like a potential market top in absurd valuation?

    I like to remain grounded ... so I'm a little concerned that some of the valuation we are taking for granted as "reasonable" for TLG appears absurd for DeepGreen (I suppose growth projections solve all crimes).


 
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