The Talga Bar

[Slymeat]

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]

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]

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]

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]

. . .

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

I pop in from time to time.