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72.0¢ talga group ltd

With all that wine I'm sure you sleep well .

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WheresTheMonkey

2,188 Posts.

314

05/03/21

11:55

Post #: 51546299
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Originally posted by pabs: ↑

Possibly missed the toppy valuations, but many were baseless as you know.

If MT is publicly stating he will ship millions of anode. LKAB and Mitsui have access to the same information. Scoping gives revenue of 1.2bn per 100k anode at 80% margin all approx.

I know you are not fond of NPV so much. But the numbers in the scoping are compelling, add to this the 200k for the UK and "multiple expansions " to which they have referred.

IMO in a financing discussion with a US listing. There is plenty of upside.

The final page of Pareto presentation indicates offtakes "near to medium" term.

TLG and VW or Tesla in the same announcement and we will get a bump for sure.

Also the electrification of the world is just starting, its a trend for a generation. We are in year 1.

Current market shake out is just a tantrem IMO.

Takes a strong stomach but I sleep well owning an extremely undervalued stock.

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With all that wine I'm sure you sleep well .

TLG Price at posting: $1.16 Sentiment: Buy Disclosure: Held
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(20min delay)
Last 72.0¢		Change 0.000(0.00%)		Mkt cap ! $273.4M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
2	4328	72.0¢

Sellers (Offers)

Price($)	Vol.	No.
70.0¢	1000	1

View Market Depth

No.	Vol.	Price($)
2	4328	0.720
4	16574	0.715
5	16422	0.710
3	16216	0.705
6	36295	0.700

Price($)	Vol.	No.
0.700	1000	1
0.720	1022	1
0.725	654	1
0.740	20000	1
0.745	15000	2

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