TLG Discussion 2022

[ACinEur]

100% I posted on here not that long ago it is time form MT to go…nothing against him personally, he just needs to be Head of Research and Exploration. And we need a real CEO who is capable of delivering. TLG is my worst performing holding by a very long way. One of those companies that ticks all the boxes, just not delivery.
One more Capital Raise will be the death kneel unfortunately, unless the proverbial rabbit can be pulled out of the hat.

 

[JNRB]

100% I posted on here not that long ago it is time form MT to go…nothing against him personally, he just needs to be Head of Research and Exploration. And we need a real CEO who is capable of delivering. TLG is my worst performing holding by a very long way. One of those companies that ticks all the boxes, just not delivery.
One more Capital Raise will be the death kneel unfortunately, unless the proverbial rabbit can be pulled out of the hat.

Yeah, Talga has transformed and grown a lot over the years. I think tou might be right.

 

[DAH]

100% I posted on here not that long ago it is time form MT to go…nothing against him personally, he just needs to be Head of Research and Exploration. And we need a real CEO who is capable of delivering. TLG is my worst performing holding by a very long way. One of those companies that ticks all the boxes, just not delivery.
One more Capital Raise will be the death kneel unfortunately, unless the proverbial rabbit can be pulled out of the hat.

I respect your opinion (like not long ago) but have to disagree. The fact you say it's your worst performing stock suggests you apportion poor SP performance with MT not being up to the task of running the company. As he has made pretty clear, his job isn't to focus on the sp, it's to progress the company forward and achieve long term growth. And no surprise that when you do that, the sp you desire follows. TLG are pre-revenue, they've dodged and weaved past numerous road blocks from all angles and have achieved a lot the past 12 months.

We can all easily list 10+ great outcomes the past 12 months. So like you I'm disappointed the sp sits where it is, but that's not an indication the company is failing. Way too many posters fail to see the company behind the sp. MT doesn't do anything if it's not in the long term best interests of the company.

Personally, my main and likely only critique of MT is that he got things wrong on permits and timelines. But it's easy for us to judge not knowing the full story. A lot of what's been happening is untested.

Anyway, my question is... what would a better leader have achieved? How would someone else have set the company up better for long term growth? Remember that no news doesn't mean it's bad news.

@cosors used an English word not long ago that I'm embarrassed to say I wasn't familiar with. But it suggested this is no longer an "if" but a "when" reality, and I totally agree.

 

[JNRB]

I respect your opinion (like not long ago) but have to disagree. The fact you say it's your worst performing stock suggests you apportion poor SP performance with MT not being up to the task of running the company. As he has made pretty clear, his job isn't to focus on the sp, it's to progress the company forward and achieve long term growth. And no surprise that when you do that, the sp you desire follows. TLG are pre-revenue, they've dodged and weaved past numerous road blocks from all angles and have achieved a lot the past 12 months.

We can all easily list 10+ great outcomes the past 12 months. So like you I'm disappointed the sp sits where it is, but that's not an indication the company is failing. Way too many posters fail to see the company behind the sp. MT doesn't do anything if it's not in the long term best interests of the company.

Personally, my main and likely only critique of MT is that he got things wrong on permits and timelines. But it's easy for us to judge not knowing the full story. A lot of what's been happening is untested.

Anyway, my question is... what would a better leader have achieved? How would someone else have set the company up better for long term growth? Remember that no news doesn't mean it's bad news.

@cosors used an English word not long ago that I'm embarrassed to say I wasn't familiar with. But it suggested this is no longer an "if" but a "when" reality, and I totally agree.

From my perspective, its not about being critical of MIT'S performance so far. It's about thinking about what the company will need going forwards. We are about to transition into a VERY different company to what Talga has been for the past 10+ years. Growing from an explorer/developer/technology researcher to a mature industrial materials and IP company operating multiple product lines in multiple locations around the globe. I think MT is still the one best suited to see us through the transition, but when we start getting to that sort of scale and complexiteit its naive to think that MT has that sort of experience. Yes a good board can help a lot, I still think at that point there will be better fits for CEO.