Talga (TLG)
I hold this stock and plan to top up to put it into my top 10 holdings. They still need binding offtakes and finance is not finalised yet. What are your thoughts on Talga's future in EU EV supply chain.
The Latest Q&A
Answer
Hi John,
You’ve hit the nail on the head in terms of the pieces of the puzzle that need to come together. They’ve made good progress on advancing their integrated Vittangi graphite anode project located in Sweden, which is close to key European markets. $50m on the balance sheet is nice, however as you say, offtake agreements will be the next catalyst. One we’re watching, but don’t own.
