The Talga Bar

Slymeat · Thursday at 9:58 PM

cosors said:
Hey Semmel!
The bottle Marzemino please!
I have some need to talk.

I'll leave the detailed plan out of this thought, as well as a possible objection from Sami to the concession.
So the project of the first anode factory outside China, with the world-class deposit and the first in Europe, with expressions of interest that go beyond what is feasible, the right product a little late but still at the right time, with two financing commitments from the EU and a value that exceeds the market capitalisation by 220% alone, is largely derisked. We are actually just waiting for the SC decision, without which nothing will work.
And actually nothing is priced in. The ASX shark tank has also rasped the cartilage from Talga's bones. Talga is worth pretty much €100M. A measly 70k was traded here today on all exchanges combined.
So if the SC decision comes in the foreseeable future and it goes up say 55% that day (from memory my record on the ASX in one day), then this can only be the beginning of a very long staircase-like rising, which will actually only end after maybe a fivefold increase, only to be corrected in order to take a fresh breath. Double if the market is not interested. Assuming, of course, that there is no manipulation. Or am I completely blinded by my naivety? I'm not familiar with the whole valuation thing. The week after the SC decision I'll pull out the Talga valuation table. Definitely what I mean, even after a huge jump in SP the entry is still a bargain. It all comes down to the SC decision.
What do you say to that nonsense?

Well done @cosors, you were spot on with your prediction for trading today, following the decision. Here’s to hoping you are also spot on with your “very long staircase-like rising” and fivefold prediction.

cosors · Thursday at 10:16 PM

Slymeat said:
Well done @cosors, you were spot on with your prediction for trading today, following the decision. Here’s to hoping you are also spot on with your “very long staircase-like rising” and fivefold prediction.

Ah, you mean my little hint in the other group.)

I didn't know you were still with us!
The quintupling was just based on comparisons. I am completely uneducated (?) in these topics. I took the possible revenue (not profit, because I can't caculate it) and compared it to other miners, coming up with values around seven to eight times. Since I have no idea how to do it right, I have resorted to this primitive method.

I'll invite you in a moment.

Semmel · Thursday at 10:21 PM

My average share price is 0.71 Euros. That is 1.18 AUD.. We are half way there.. I think its time to make another valuation model and share price prediction given the new financing and grant information we have, as well as updated revenue numbers ( I dont believe the DFS values any more. Fingers crossed but I think we have to scale back from that) as well as the new share count due to recurring dilution. Its gonna be a bitter pill to swallow but its time for it.

WheresTheMonkey · Thursday at 11:12 PM

Ok about 3 years ago now an high profile Australian financial journalist interviewed at length MT about Talga

He also works for the National TV broadcaster the government channel the ABC

His name is Alan Kohler

And here he is doing his financial report tonight

Bottom left

Slymeat · Thursday at 11:43 PM

cosors said:
. . .

I didn't know you were still with us!
. . .

I pop in from time to time.

cosors · Friday at 5:12 AM

If I would have too much money, I would sue the antis (in Sweden or whole EU in a costly mass indictment) for obstructing active climate protection.
Lawsuits against governments, on the other hand, are ridiculous when it comes to practical implementations.

I have a long list of projects that make sense or are essential for active climate protection here. And they all have one thing in common. They are torpedoed by movements that torpedo their own assessments. Climate and environmental protection.

And lawsuits against Tesla because they want to shift their goods transport from road to rail is another simple example.
Absurdistan

Semmel · Friday at 6:02 AM

At least Tesla is finally cleared to build their rail terminal in Germany.. and they also seem to build a batter factory for 4680.. or at least a lab. Didn't pay too close attention what it's gonna do here. Hope it's going to be a customer of our. Simply because it would allow us to scale globally if it works out well

cosors · Friday at 6:17 AM

Semmel said:
At least Tesla is finally cleared to build their rail terminal in Germany.. and they also seem to build a batter factory for 4680.. or at least a lab. Didn't pay too close attention what it's gonna do here. Hope it's going to be a customer of our. Simply because it would allow us to scale globally if it works out well

Look in the chat and BlackBeak's post.)

cosors · Friday at 7:19 AM

Screenshot_2024-10-31-21-15-54-01_40deb401b9ffe8e1df2f1cc5ba480b12.jpg

still very hesitant.
But the articles in Handelsblatt, Der Aktionär and Focus will come soon, I'm sure of that. At the latest when Talga is the European mining stock powerhouse.

Token35 · Friday at 10:37 PM

teilenswert said:
It would be fabulous if resourceful people were prepared to update the figures on which the calculation is based or at least hypothesise which assumptions could be reasonably realistic. The assumed number of shares by the end of 2027 alone (by then at the latest we should hopefully be making a profit and hopefully no more capital increases will be necessary) and the benchmark values for anode material make it easy to see that the assumptions made at the time were probably far too positive.

If the SC decision is indeed finally made in Talga's favour, then we will finally and hopefully soon be able to move forward with one or two milestones, which will hopefully also have a significant and continued positive impact on the share price.

Yes, I'd love to see an updated model if anyone here has the skills to do it (not me unfortunately) and the willingness to share it.

Semmel · Saturday at 8:01 AM

I postet an updated model with (in my opinion) slightly pessimistic but much more realistic values. If anything, I think we ware going to be surprised to the upside from that valuation model and thats all fine with me

TLG Discussion 2022

Well yes of course. But WE are not the market, at least I dont think that. Sure, when I buy a parcel, I can see that in the daily chart on the european stock exchanges. Sometimes my trade was the only one that day. Happens. So yes, here in Europe the collective WE probably ARE the market. But...

thestockexchange.com.au

anbuck · Saturday at 8:04 AM

This is an interesting podcast episode that suggests that china batteries are cheaper mostly due to Chinese expertise rather than OpEx or CapEx and also that Chinese companies may soon set up shop in Europe and the US and manufacture cells there. It would be interesting if our off takes ended up being with a Chinese company.
https://www.latitudemedia.com/news/catalyst-unpacking-chinas-cheap-battery-costs

cosors · 2024-11-05T02:24:43+1100

Does MT no longer use his X @dinosaurman1 account?
Latest post I see is from 11. Sep. 2023.

Semmel · 2024-11-05T03:35:21+1100

He made a post 4 days ago..

cosors · 2024-11-05T05:02:06+1100

Then it seems to be out of date for people like me without an account.

WheresTheMonkey · 2024-11-05T11:51:20+1100

cosors said:
Then it seems to be out of date for people like me without an account.

Yes he posted about the Australian TV finance journalist that I mentioned last week that being Alan Kohler

cosors · 2024-11-05T20:56:55+1100

We won't hear anything more from them after the SC decision, but PEL still has all this ahead. This is about a Kaunis project for now, but the statement is clear.

"The Swedish Society for Nature Conservation in Norrbotten says no to new mines in the municipality of Pajala"

Naturskyddsföreningen i Norrbottens län säger nej till nya gruvor i Pajala kommun | Naturskyddsföreningen i Norrbotten

Naturskyddsföreningen i Norrbottens län motsätter sig starkt planerna på nya gruvor i Palotieva och Sahavaara inom Pajala Kommun, med hänvisning till den negativa miljöpåverkan gruvbrytning kan ha på lokala och regionala ekosystem. I vårat pressmeddelande och yrkande betonar vi bland annat hur...

norrbotten.naturskyddsforeningen.se

His company is called GeoReality AB and the most advanced project is called Sarvisto. Here is the homepage if anyone is interested:

Sarvisto Graphite

He has also applied for strategic CRMA projects.

cosors · 2024-11-05T22:12:19+1100

Impact of a Trump 2024 Victory on Graphite

cosors · 2024-11-06T03:31:16+1100

Something really crude. I'm going to play oracle and predict that the next significant rise in the SP will perhaps come around 28 November, somewhere between 22 November and 4 December.
It's just a joke.
I measured 2020 and there was a pattern.
All rubbish, of course

But, the first step back then was at a shorter interval and is somewhat out of line.

BlackBeak · 2024-11-06T05:18:36+1100

cosors said:
Something really crude. I'm going to play oracle and predict that the next significant rise in the SP will perhaps come around 28 November, somewhere between 22 November and 4 December.
It's just a joke.
I measured 2020 and there was a pattern.
All rubbish, of course

But, the first step back then was at a shorter interval and is somewhat out of line.

You think you joke, but they talked about announcing CRMA projects possible late November, but likely December. Might line up nicely with your prediction if it does come earlier

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