RE: VRS vs Versarian24 Jun 2018 12:52
Luckyorange, I think you may be wrong on Haydale getting out of lithium ?
Talga interview was Mid May clearly starting and showing printable plastics that are extremely thin, bendable and invisable when processed as required for International freight security and pretty much amything that needs a security tag that needs tech , not the naked eye to read.
I live 20 mins from HQ in Loughborough.
I will drop in , in the next few weeks and see whats what.
Maybe take someone out for a meal if they want to talk in more detail ?
The examples shown by TALGA CEO are a clear indication where Talga want Haydale to go.
The CEO of EMH , I also have contact with. He was previously a non excecutive on the Talga Bod before moving to look after the all consuming Cinovec Lithium mine in Czech.
They know eachother very well.
18 months ago Keith said Talga would persue 2 global markets to maximise profit and have the lowest expense ratio's.
Concrete and Cement IS No1. They other I cannot say on here as its not out yet.
By simply taking out a portion of sand and putting in graphene, there is a multiple gain of strength.
Fractional change to any processing if the mixing for Heildeberg so very very cost cheap and MASSIVE upside as Talga get to sell huge amounts of product.
Talga mine in Sweden has a shedload of cobalt which they are now going to use to create a new standalone Cobalt company next year to generate further ties in the battery industry. Nudge.nudge.
The drop here is 100% a buying opportunity.
I will let you know if I can confirm so close down your views lucky.
All the best and hope the ceo of emh is right.