Mweh....................I still think battery sentiment has changed enormously this year be that due to slower sales or just what China are doing. I don't think those heady forecasts and hopes from all of us from years gone by are valid anymore.
Even if you support the forecast of graphite being in short supply that gap will be filled by synthetic as natural has no hope of filling the gap sufficiently. The world will go for what is the easiest fix to a supply shortage and that will be more synthetic and more synthetic. Natural anode will become inconsequential. Anode will be anode and any deficiencies found in the performance of synthetic in comparison to natural will be overcome in due course.
The World will accept its more polluting to make because the anode is quite a small percentage of overall battery cost and it's better environmentally (even with the extra pollution) to not create new mines
I'll stick to my $1.70 target by the end of 2024
I agree with both groups here. I understand your concerns.
Especially about the attitude of the population. We all know that even environmentalists are only interested in climate protection projects as long as they don't take place in their back yard. That doesn't just apply to our project, but I can see it across the board in many places. We have just such an example here. A very important power line for the green transition to transport the electricity from the wind parks to the south could be ready next year. But it won't be because a successful lawsuit was filed. It will now take four years instead of one and will cost €14 million per kilometer.
For the most part, people don't care what they buy from where as long as it's cheap, Amazon or Temu are examples that we all know. EVs are far too expensive for the small pockets after the multiple crises.
This brings me to the other side which I understand too. I also don't think the business case is obsolete. At some point, life will go on and demand will rise again and we know it will be high. People will buy what is available, whether it comes from the greenest mine in Europe or not will be just as unimportant to them as whether it comes from China. They will buy what is available.
Once that is the case Talga will make sales. Many or countless companies and start-ups in particular will have fallen by the wayside after the multiple crisis.
And then the investment opportunities for investors will be manageable. Talga will be one of the survivors and an obvious investment opportunity.
I am waiting for the day when Talga will appear here in financial magazines such as Der Aktionär, Handelsblatt or Focus Money. Then it will be called a worthwhile investment. And investment is not really about the small fishes but the ones with a lot of money and their number is increasing and their money has increased rapidly while other small fish have lost a lot in the crisis. Nothing is for 100%, nothing is a monopoly and they will fight against it as always.
This also applies to SG from China.
And we know that this is just one of Talga's businesses. Even inconspicuous ones that some are waiting for here will appear and attract. Yesterday I heard an update on the biggest radio station about the European Graphene Flagship. It was very interesting. Some things are off the table other products are already available. Coating was also mentioned. I don't want to say that I expect a lot of money there but there is Talnode Si and the license business and on top of that the actual core business.
Do you have a need? We can deliver and not even around the world. Times are hard but the earth keeps turning and other times will come. People won't care where they buy from, the same applies to NG from a mine far in the north. In addition, the regulations will have a guiding effect.
So for me, I see the threats but I also have hope because history shows that it always goes on. Our time will come.
And I dream at the end. Talga Si or Talga Tec will be listed here on Euronext or Frankfurt far away from the ASX
too wonderful to tell.)
