Did you go double or nothing with your buddies after western not breaking a $1????…. Should have great odds when it .30

My Hydrograph closed up 14 cents for a gain of 16.47% and again sold over 9 million shares. Beautiful! LOL! DT

And the market reaction is……less volume than ever. Lol…. Unreal 🙄

Yes Lake large float but a $1B market cap still gets me 4x and won’t take too much more to happen other than firming up reserves

Here is Deepseek on Talon Metals. I haven’t read it because have no interest in TLO.
The excitement around **Talon Metals (TSX: TLO, OTC: TLOFF)** primarily stems from its role as a potential future **domestic US supplier of high-grade nickel**, a critical mineral for electric vehicle (EV) batteries and stainless steel, positioned within major US policy initiatives. Here’s a breakdown of the key reasons for the buzz:

1. **The Tamarack Nickel Project (Minnesota):**
* **High-Grade Nickel Sulfide:** Talon’s flagship asset is the Tamarack Nickel Project in central Minnesota. It boasts **exceptionally high-grade nickel** (often significantly above global averages) in a **sulfide** deposit. Sulfide deposits are generally cheaper and less energy-intensive to process than laterite deposits (the dominant source today), making them more attractive economically and environmentally.
* **By-Product Potential:** The deposit also contains meaningful amounts of **copper, cobalt, iron,** and potentially **palladium and platinum group elements (PGEs)**. These could significantly improve project economics.
* **Location, Location, Location:** Being located in **Minnesota, USA**, is arguably its biggest strategic advantage.

2. **US Government Policy & Critical Minerals Focus:**
* **Inflation Reduction Act (IRA):** This landmark legislation provides massive incentives for EVs and battery manufacturing *within North America*. Crucially, it mandates that an increasing percentage of **critical minerals** (like nickel) in EV batteries must be **sourced from the US or Free Trade Agreement partners** to qualify for consumer tax credits. Tamarack is perfectly positioned to supply this domestic nickel.
* **Defense Production Act (DPA):** The Biden administration has invoked the DPA specifically to **accelerate domestic production of critical minerals** like nickel, lithium, cobalt, and graphite, essential for batteries and national security. This signals strong government support and potential funding avenues.
* **Reducing Foreign Reliance:** The US currently imports most of its nickel, with a significant portion historically coming from geopolitically sensitive sources like **Russia** (especially high-grade Class 1 nickel). Tamarack offers a secure, friendly-jurisdiction alternative.

3. **The Tesla Offtake Agreement:**
* **Major Validation:** In January 2022, Talon signed a **significant off-take agreement with Tesla**. Tesla committed to purchasing **75,000 metric tonnes** of nickel in concentrate from Tamarack over an initial 6-year period once commercial production starts, at prices linked to the LME.
* **Financial De-risking:** This agreement provides crucial future revenue visibility and de-risks the project commercially, demonstrating Tesla’s confidence in Tamarack’s potential.

4. **Geopolitical Tensions & Supply Security:**
* **Russia-Ukraine War:** Sanctions on Russia and supply chain disruptions highlighted the **extreme vulnerability** of global nickel supply chains. Russia is a major producer of high-purity Class 1 nickel. Tamarack offers a non-Russian, North American source.
* **US-China Competition:** Securing critical mineral supply chains independent of Chinese influence is a top US strategic priority. Tamarack aligns perfectly with this goal.

5. **Environmental & Social Initiatives (Differentiation):**
* **Carbon Capture Research:** Talon is exploring innovative projects, like partnering with the US Dept of Energy and Rio Tinto, to study **storing carbon dioxide in mine waste rock** (ultramafic rock at Tamarack is highly reactive with CO2). This positions it as a potential leader in “carbon neutral” or “carbon negative” nickel.
* **Community Engagement:** The company emphasizes working with local communities, tribes (notably the Ojibwe), and labor unions in Minnesota, aiming for strong social license to operate. They have an agreement with the United Steelworkers union.

**Why the Excitement Now (Mid-2025)?**

* **IRA & DPA Momentum:** Implementation of these policies is in full swing, with automakers and battery makers scrambling to secure compliant supply chains. Talon’s domestic nickel is increasingly valuable.
* **Permitting Progress:** The project is advancing through complex state and federal permitting processes (Environmental Impact Statement – EIS stage). Key milestones are being watched closely.
* **Financing Discussions:** With permitting advancing and Tesla backing, discussions about project financing (debt, equity, potential government loans/grants) are likely intensifying.
* **Nickel Market Dynamics:** While prices fluctuate, the **long-term structural deficit** forecast for Class 1 nickel (especially for batteries) keeps attention on potential future suppliers like Talon. Any supply disruptions elsewhere can boost sentiment.
* **Exploration Upside:** Ongoing drilling continues to find high-grade zones, potentially expanding the resource and mine life.

**Important Risks & Considerations (Tempering the Excitement):**

* **Early Stage:** Tamarack is **not yet a producing mine**. It’s still in the **permitting and feasibility** stage. Significant capital expenditure ($Billion+) and several years are needed before production.
* **Permitting Risk:** Mining projects in the US face complex and lengthy permitting processes with inherent risks of delays or objections. Environmental reviews are rigorous.
* **Financing Risk:** Raising the massive capital required for construction is non-trivial, even with the Tesla agreement. Market conditions and commodity prices will impact this.
* **Commodity Price Volatility:** Nickel prices are notoriously volatile. A sustained price drop could impact project economics.
* **Execution Risk:** Building and operating a large, complex mine successfully carries operational risks.
* **Technological Substitution:** Long-term, battery chemistry could evolve to use less nickel (e.g., LFP batteries gaining share, sodium-ion development), though demand for nickel-rich batteries for longer range is also growing.

**In Summary:**

People are excited about Talon Metals because it owns a **high-grade US nickel project** that is:

1. **Strategically vital** for US EV and battery ambitions under the IRA and DPA.
2. **Commercially validated** by a major off-take deal with Tesla.
3. **Geopolitically important** as a non-Russian, secure source.
4. **Potentially innovative** on the environmental front.
5. **Leveraged to the long-term EV battery growth story.**

The excitement reflects the *potential* for Tamarack to become a cornerstone of the US critical minerals supply chain. However, it’s crucial to remember the project is still in development, and significant hurdles (permitting, financing, construction) remain before that potential is realized. Investors are betting on Talon successfully navigating these challenges to capitalize on the powerful strategic tailwinds.