The Talga Bar
- Thread starter cosors
- Start date
Unfortunately I think the reverse is about to happen. ASX300 rebalance is coming up in March, we've dropped quite a bit and I'm sure we'll and truly out of the index. Which means all of the funds tracking the index are about to start selling out...
Feels like the only thing that can prevent that is a timely rejection of the permit appeal and a spike up in MC to keep us in the index
And then there's this guy posting breadcrumbs of Talnode-Si in a Model X 
teilenswert
Regular
Btw, the hedgehogin this tweet is suspicious. not sure if it has any meaning in the Australia day, but it shows up when you order a Tesla car, i.e. the deal closed.
View attachment 55205
Are you serious or are you joking? I thought he was implying that the shorters were hurting themselves on the hedgehog's spines
curiousmagpie
Regular
the hedgehog was very confusing, if it is because of Tesla the breadcrumbs are so large in that tweet it can only mean an announcement is coming on Monday for Tesla + Talnode-Si
Monkeymandan
Regular
Ok that’s an entire artisan bakery, not a breadcrumb!
Thank god the end of this downward slide may be nigh.
pic is indeed on the order confirmation screen for the Model X and Y. Hard to interpret this any other way with the Model X interior shot.
Begs the question - have they received notification from the SC of no Leave to Appeal, and the floodgates are about to open?
Bring on Monday, and in the meantime, Happy Australia Day and Happy Friday to our European friends!
Thank god the end of this downward slide may be nigh.
pic is indeed on the order confirmation screen for the Model X and Y. Hard to interpret this any other way with the Model X interior shot.Begs the question - have they received notification from the SC of no Leave to Appeal, and the floodgates are about to open?
Bring on Monday, and in the meantime, Happy Australia Day and Happy Friday to our European friends!
curiousmagpie
Regular
Yes this thought definitely crossed my mind because I was expecting all news to be withheld until after the Supreme Court decision. It’s possible that was the plan but the limits of continuous disclosure have been pushed, and you wouldn’t want to delay signing a deal with Tesla in case the chance never came again later
The more I think about this, there will have to be an Tal-si announcement next week. Talga are careful with their disclosure obligations and this I think would be a significant breach of there’s no announcement
Hi BB
I have been thinking about this too.
Currently over 16M Talaga share are being actively shorted, most of which I suspect have been borrowed form funds that had to include Talaga in their portfolios when we entered the ASX 300.
So come March when the ASX Indexes are rebalanced, if, as I suspect will happen, Talga is removed, then the Shorter's will need to return 16M shares back to the funds for them to depose of.
So, do the Shorter's have to buy back the 16M shares to return them to the funds for them to resell them, or is there some other accounting mechanism they can use to rebalance their portfolios?
Does anyone know how this would work in practice?
Thanks
Gero
cosors
👀
No, but I know from BRN that they simply didn't let the high shorted out of the index, repeatedly. They should have been kicked out several times if it was only about the numbers. Even in these decisions they seem to have influence.Hi BB
I have been thinking about this too.
Currently over 16M Talaga share are being actively shorted, most of which I suspect have been borrowed form funds that had to include Talaga in their portfolios when we entered the ASX 300.
So come March when the ASX Indexes are rebalanced, if, as I suspect will happen, Talga is removed, then the Shorter's will need to return 16M shares back to the funds for them to depose of.
So, do the Shorter's have to buy back the 16M shares to return them to the funds for them to resell them, or is there some other accounting mechanism they can use to rebalance their portfolios?
Does anyone know how this would work in practice?
Thanks
Gero
Monkeymandan
Regular
Yes this is definitely a possibility. I’ve long thought the SC outcome would be a precursor to finalisation of funding and offtakes, but there could come a point or circumstance that warrants an adjustment to strategy.
Agree, can’t see anyway they could put out that Tweet without an ANN prior to open on Monday. As to whether it’s necessarily Talnode-Si I’m not sure - Talnode C and Talphene are shown in the same photo. Si would obviously be a good fit for the X though.
Guess we’ll find out ‘shortly’…
cosors
👀
@BlackBeak
Many thanks for this post!
@Semmel
I can actually find the wheel at Audi. But that doesn't mean anything or much. The brake disk (?) is more interesting, maybe from Brembo. I'll ask some friends later about this detail.
On the other hand, this is a very good picture puzzle and I like such riddles! I haven't been able to solve it yet. But I would read here
- in the background is a store called CARTE BLANCHE (though I can't make out what they sell; maybe fine paper or packaging; no idea)
- The license plate is yellow
- much more interesting: the vehicle is facing or parking the wrong way on the road; that speaks for the UK - they are so crazy. And if it were moving it would be blurred. It is parking in the wrong direction just as this vehicle.
- above is a piece of a building and ~ maybe timber framing that looks very traditional; this already eliminates many possible cities; for me an important detail;
- the last detail is the red suit and the person who seems to be putting something in the trunk. I don't think a private person would wear such red clothes. But I can imagine a bellboy from a upscale hotel wearing it. But maybe it's just an eccentric person. I hope I'm not offending anyone.
The assumption is that the photo was taken somewhere in the UK, maybe London maybe Cambridge.
But I haven't found a street view that would fit. Maybe this is just the driving service of an upscale hotel. The yellow warning sign in the car would speak for that.
Exciting, finally something to puzzle over again.
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cosors
👀
Can any of you check Twitter to see if he has also sprinkled breadcrumbs? I don't have an account.
Semmel
Top 20
last post on his twitter is from a year ago. So no breadcrumbs from him.
Remarkable Holmes,@BlackBeak
Many thanks for this post!
@Semmel
I can actually find the wheel at Audi. But that doesn't mean anything or much. The brake disk (?) is more interesting, maybe from Brembo. I'll ask some friends later about this detail.
View attachment 55284
On the other hand, this is a very good picture puzzle and I like such riddles! I haven't been able to solve it yet. But I would read here
- in the background is a store called CARTE BLANCHE (though I can't make out what they sell; maybe fine paper or packaging; no idea)
- The license plate is yellow
- much more interesting: the vehicle is facing or parking the wrong way on the road; that speaks for the UK - they are so crazy. And if it were moving it would be blurred. It is parking in the wrong direction just as this vehicle.
- above is a piece of a building and ~ maybe timber framing that looks very traditional; this already eliminates many possible cities; for me an important detail;
- the last detail is the red suit and the person who seems to be putting something in the trunk. I don't think a private person would wear such red clothes. But I can imagine a bellboy from a upscale hotel wearing it. But maybe it's just an eccentric person. I hope I'm not offending anyone.*
The assumption is that the photo was taken somewhere in the UK, maybe London maybe Cambridge.
But I haven't found a street view that would fit. Maybe this is just the driving service of an upscale hotel. The yellow warning sign in the car would speak for that.
Exciting, finally something to puzzle over again!
_____________
* This reminds me of a little anecdote about red and distribution. I once had a conversation with a CSO for the Asian Pacific region of a global company. He had replaced his predecessor who was fired because he was hardly able to land any deals. As the new CSO later realized, because he was told, this was due to a small red detail. The former CSO APAC liked red socks. But in China they are supposedly a symbol for clowns. So he was not taken seriously as CSO because he liked red socks
He has "Talga" on his collar, so maybe he is attending an exhibition.
The upper right (yellow-brown) has skewed architectural features. Are these reflections in the window of the open boot lid?
There are rain drops on the window, and the texter has an overcoat in front of him.
The triangular warning stickers for CCTV and AUDIO are in English.
His handkerchief does not match his jacket, so definitely in England.
cosors
👀
I think I have found it! There's a symbol on the door that I know from my city and the shop window looks very similar.
It stands for a paint company called Farrow & Balls. So you can see a paint store in the background. That and the timber framing which is very traditional but rare in London as far as I could see and the fact that they are the wrong way round made me find it.
I'm 100% guessing they stayed at the University Arms Hotel in Cambridge.
So nothing exciting but the picture riddle of where they were is solved.
Now the next one and to which car the wheel and brake disk and brake caliper belongs, because the Tesla car is certainly only a vehicle of the hotel and not a breadcrumb like the wheel. Why show the wheel - for what?
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cosors
👀
Different approaches with the same result. Congratulations, we both guessed correctly. The hint about the weather and the rain drops would have sufficed anyway
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