TLG Discussion 2022

ACinEur · 2025-09-17T15:29:52+1000

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 · 2025-09-17T18:00:51+1000

ACinEur said:
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 · 2025-09-17T20:32:05+1000

ACinEur said:
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 · 2025-09-17T21:31:17+1000

DAH said:
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.

BlackBeak · 2025-09-18T03:12:28+1000

JNRB said:
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.

Is that the same way Elon Musk failed to transition Tesla from start up to leader in the EV space? Or SpaceX from start-up to most efficient and leading rocket company and satellite internet provider? Or xAI from start up to a leading AI company?

I'm not saying MT is Elon, but wow, I can't believe people are trying to kick him out before we're even making revenue.

BlackBeak · 2025-09-18T03:31:49+1000

JNRB said:
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.

MT also has so much intimate knowledge about the company, it's IP, the staff etc. He has the fire in his belly of a founder who is finally seeing all of his hard work coming to fruition, as we enter an exciting time.

Replacing him with someone who might have experience but is only interested in the title and their bonus might be good for the share price in the short term, but I trust MT for the long term.

Great example is Syrah. If we had another CEO, we could have made a similar, terrible deal that gave us a short term share price. But how's that working out for them now?

I know it sucks. I'm down a hell of a lot. But I blame an entire 0% of that on MT. I believe his long term thinking will get us better financing and deals and eventually a better share price, at the cost of short term share price pain, which I think is almost over. I'm fine with that.

I think replacing MT is a terrible idea.

cosors · 2025-09-18T03:40:42+1000

Now I'm curious to see what Semmel has to say about Tesla

ACinEur · 2025-09-18T06:30:09+1000

Well that got the conversation started

CEO’s who miss stated targets and fail to deliver, are and should be removed by company boards. Just as underperforming employees are performance managed.

We can agree to disagree. Talga have to the end of the FY to deliver they or they out of my portfolio.

Semmel · 2025-09-18T06:33:04+1000

While I know your opinion of Musk, you wouldnt like my opinion of him very much

Lets just say, I am sure he wouldnt have made the mistakes MT did with Talga.

MTs biggest mistake was to make Talga a punching ball of the Swedish judiciary (i.e legal and political system). I am talking this book since a few years already, but Talga should have made itself an independent revenue stream and market its technology aggressively. They didnt. They rather took the sleeping pills Sweden subscribed to them. Now, I am not sure they are able to wake up in time and play their cards well. I know thats some substantial accusation as a shareholder, but time is more valuable and more important than chacing the last bit of grant funding.

I dont think a to replace MT would work, he is still a good person at the right place. But he needs a fire lit under his buttochs. Talnode-C.. who knows when that is coming. But Talnode-R is now. They need to close a deals. Make a leap of faith. They need to bet the company on it and run with it, full speed. BTW, thats what Musk would do in this situation. He would have done it 3 years ago with Talnode-Si (is it still alive?). He would not have waited for Sweden to get its act together.

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