Discover and read the best of Twitter Threads about #TGR
Most recents (6)
Is aantoonbaar waar.
Draadje.
Draadje.
1#Rutte . De lijst #antiburgerbeleid is lang.
Van toeslagenschandaal tot Groningers die in de kou stonden. Rommelt ons WO3 in. Liegt veel. Vergeet alles. Over WEF; vond #TGR een complottheorie terwijl hij het boek TGR van #Schwab had ontvangen. Betrapt👇
Van toeslagenschandaal tot Groningers die in de kou stonden. Rommelt ons WO3 in. Liegt veel. Vergeet alles. Over WEF; vond #TGR een complottheorie terwijl hij het boek TGR van #Schwab had ontvangen. Betrapt👇
2#kaag
Strooit met belastinggeld. Maakt er een financiële puinhoop van. Zit vooral in het buitenland. Gaat altijd met vliegtuig. Klimaatactiviste.
trouw.nl/binnenland/twe…
Strooit met belastinggeld. Maakt er een financiële puinhoop van. Zit vooral in het buitenland. Gaat altijd met vliegtuig. Klimaatactiviste.
trouw.nl/binnenland/twe…
Yabancı hisse/ETF içeren tematik fonlar son dönemde hareketlendi. Bu fonların performans, yatırımcı adet ve içeriklerine dair analizi floodda paylaşıyorum 👇
Son 1/3/6/12 aylık performansları incelediğimizde, son 1/3 ay hariç vasat bir performans görüyoruz.
Öne çıkan temalar son ay için Fintek/Blokzincir⛓️ ve Turizm/Seyahat✈️ olurken diğer dönemlerde Temiz Enerji☀️/Sürdürülebilirlik🌳 ve Yarı İletken (Çip)🖥️ olarak görünüyor.
Öne çıkan temalar son ay için Fintek/Blokzincir⛓️ ve Turizm/Seyahat✈️ olurken diğer dönemlerde Temiz Enerji☀️/Sürdürülebilirlik🌳 ve Yarı İletken (Çip)🖥️ olarak görünüyor.
1/16
It's difficult to call this market but my view is that assuming no more operational glitches #TGR now steadily re-rates as the operations sign off the various stages to 30ktpa.
It's difficult to call this market but my view is that assuming no more operational glitches #TGR now steadily re-rates as the operations sign off the various stages to 30ktpa.
2/
Front-end valuations should depend on where graphite prices go but as Syrah demonstrated yesterday (graphite fines not large flake) orders are buoyant.
Forward orders there running at 90,000 tons which are 50% of their current yearly output. So substantial.
Front-end valuations should depend on where graphite prices go but as Syrah demonstrated yesterday (graphite fines not large flake) orders are buoyant.
Forward orders there running at 90,000 tons which are 50% of their current yearly output. So substantial.
3/
Note also Syrah cannot produce for less than FOB C1 $543/t even at 15,000 tons per month output and that's fines.
It is clear after last night's presentation that TGR C1 costs have also risen but this is to be expected in this current market.
Note also Syrah cannot produce for less than FOB C1 $543/t even at 15,000 tons per month output and that's fines.
It is clear after last night's presentation that TGR C1 costs have also risen but this is to be expected in this current market.
Happy with @Tirupatiuk's H1 results. The growth rate really is incredible, despite not being reflected to a great degree in the financials (yet).
When the acquisition of TSG completes (subject to Reserve Bank of India's approval), #TGR takes off.
1/20
voxmarkets.co.uk/rns/announceme…
When the acquisition of TSG completes (subject to Reserve Bank of India's approval), #TGR takes off.
1/20
voxmarkets.co.uk/rns/announceme…
Firstly, #TGR's upstream mining operations.
The very small 'proof of concept' Sahamamy plant - 3,000t pa.
It only operated at 2/3 of nameplate capacity in H1 (1,060t produced; 950t sold) owing to various Covid restrictions.
Even so, it achieved a gross margin of 54%.
2/20
The very small 'proof of concept' Sahamamy plant - 3,000t pa.
It only operated at 2/3 of nameplate capacity in H1 (1,060t produced; 950t sold) owing to various Covid restrictions.
Even so, it achieved a gross margin of 54%.
2/20
The second plant, Vatomina, is three times the size, at 9,000t pa. It came online this Q.
A third plant, Sahamamy 2, is now under development, and is coming online within 6 months. It will have capacity of 18,000t pa.
#TGR's nameplate capacity as at 01.07.2022: 30kt pa.
3/20
A third plant, Sahamamy 2, is now under development, and is coming online within 6 months. It will have capacity of 18,000t pa.
#TGR's nameplate capacity as at 01.07.2022: 30kt pa.
3/20
A few more added to the ever-growing @Tirupatiuk holding just now.
The SP is 30% off recent highs, and is still below where it was, pre-acquisition of the Mozambique projects.
Nonsensical. The deal will give #TGR geographical diversification; a broader product range... 1/8
The SP is 30% off recent highs, and is still below where it was, pre-acquisition of the Mozambique projects.
Nonsensical. The deal will give #TGR geographical diversification; a broader product range... 1/8
...(the new projects will add small flake graphite to #TGR's offering); a resource base several multiples larger; and, of course, will give @Tirupatiuk much greater production volumes in the medium term.
TGR was already targeting 84 ktpa output in Madagascar; the two new... 2/8
TGR was already targeting 84 ktpa output in Madagascar; the two new... 2/8
...projects would bring into the fold a potential further 158 ktpa in Mozambique. A 188% increase in total target output for #TGR, over the medium term.
Since the acquisition news, TGR has also brought online its second plant in Madagascar, increasing nameplate capacity... 3/8
Since the acquisition news, TGR has also brought online its second plant in Madagascar, increasing nameplate capacity... 3/8
