China spherical . Suggested Talga needs to build a positive narrative on why the Talga Project is needed for the EU and Sweden. The results are an improvement on resource drilling to date, and include: The high grade and large scale of our100% owned Vittangi graphite deposits are truly world class and provide a uniqueopportunity to make massive amounts of anode for batteries from minimal volumes of ore.Across the length of the Nunasvaara South deposit, just 1 metre depth of extracted ore canfeed 1 year of planned 19,500tpa anode production. There should be results of the large-scale trial for Talga coating graphene product - Talcoat - mid 2021 at the latest, which might lead to revenue-generating contracts for the company. 4) Regulatory approvals for Stage 1 by March 2022. They were all interested in our results, he says. Should binding agreements be entered into, the Company will release details in accordance with its disclosure obligations at that time. Fastmarkets reported on January 23, 2023 that China graphite flake (94% C -100 mesh) prices were at ~US$830/t and Europe graphite flake (94% C -100 mesh) prices were at US$775/t. Talga Resources Ltd. Information Last Buy Sell Intraday 1 Week 1 Month 1 Year 5 Years Talga Resources Ltd. There is a disconnection between EU and Swedish government policy, inhibiting progress. Only registered members can use this feature. Mark Thompson is an extremely investor-friendly CEO. Talga Grouphas announced it has opened its new Battery Center of Excellence in Cambridge, UK. Revenue of $1.2bn at 80% margins, higher than apple and Tesla combined. The agreement also covers the EVA pilot plant, which will be operational early next year. The graphite mined over the next few months will supply the EVA pilot plant currently under construction. This is very similar to Talga's anode production ramp up, which will have capacity to deliver 100 GWhr of anode material by 2025 - 2026 (assuming mine permits released on schedule). Right now, the company is scaling up Talnode-C production for testing by customers ahead of potential supply deals. I believe Talga Group is targeting 300 kTonne anode production per annum by 2030. Given the significant demand, and excellent economics of the project, I have assumed Talga Group is able to finance the project with 70% debt, with Talga Group needing to raise the remaining 30%. Talga went public with their breakthrough in early 2014, and by 2015 decided to set up a pilot plant in Germany to scale up the process and make nanomaterials from their graphite ore. For that they needed more metallurgists, more engineers, and more scientists. Pic: Tyler Stableford / Stone via Getty Images, December 2, 2019December 2, 2019 | Special Report. Currency in AUD Add to watchlist 1.6150 -0.0350 (-2.12%) At. You will be responsible for environmental issues related to Talgas mining operations in Nunasvaara (Vittangi) and planned plant in Lule. We look forward to fast-tracking the development and commercialisation of Talnode-Si as part ofour vertically integrated business strategy to provide high performance anode material at acompetitive price and produced to the highest environmental standards.". Featured News Surprisingly, it is not a privately-held startup researching some nanoparticles in a lab. Graphene is a two-dimensional atomic-scale material, that is made of a single layer of carbon atoms. I would like to thank Reddit for having some news for me, and I will be back at this website, again, to check out for the latest news. The short video is well worth a watch as Mark looks back at some of the biggest achievements. Talgas market capitalization is only around USD 150 Million (per October 9, 2020). Goldman Sachs, late last month, lifted its forecasts for lithium. On November 30, 2021, Talga reported the Tripartite LOI between Talga, Mitsui, and LKAB has expired without an agreement between parties. Worth a listen for shareholders and those interested in Talga. On June 12, 2014, Tesla announced that it will not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. You will work with: exploitation permits, water samples, environmental impact monitoring, documentation, project environmental plans. Our growth is strategically designed to match the growth of the wider industry. This (demand) growthdrives us to look beyond our currently planned production capacity, where negotiations for purchaseagreements are advancing, to explore additional growth options for our northern Sweden anodeoperation.". Honda Declares All Sales Will Be Electric Vehicles by 2040. The automotive and cell companies that we are talking to, they actually want European [anode] supply starting in 2022 or earlier, Thompson says. One week old account. Look out for the potential for something out of left fieldin the form of direct investment to accelerate Talga's development of Stage 2. It turns out that our special high-grade deposit in Sweden makes a natural graphite particle which performs a bit like synthetic graphite very expensive synthetic graphite.. Director General of the DG ENER at the European Commission. According to the Pre-feasibility Study (PFS) conducted in 2019, Talgas mine exhibits pre-tax annual revenue of USD 188 million and IRR of 55%. Thats not too into the future! Talnode-Si aims to address the two most important characteristics of the current battery technology to increase the capacity and to reduce its loss after charging cycles. Get the latest stock news and insights straight to your inbox. 5) EV anode pilot plant production commissioning & commencement early 2022. Announces Form 10-K Available Feb 22 2023 Targa Resources Corp. Reports Fourth Quarter and Full Year 2022 Financial Results and Provides 2023 Operational, Financial, and Capital Return Outlook The company mines graphite in Sweden, operates a test processing facility in Germany under Talga Advanced Materials GmbH and has a product development arm, Talga Technologies UK Ltd located in Cambridge, UK. It is important to note that not all this value is directly related to graphene - some of the companies have other activities, mainly graphite mining and supply. Key takeaways: 1) Mine & production life extended from 22 to 24 years. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. There is significant risks in permitting, financing, and offtake agreements. Spodumene (a primary ore of the metal) is tipped to rise from $395 a ton to $536/t this year. The Company is now finalising the environmental permit for the Lule anode refinery site. "It is clear that the Australian-Swedish company Talga Resources, which manufactures battery components for, among other things, electric cars, will establish itself in the area.". 2) Mine permitting will enable JV with Mitsui to be resolved. In simple terms, it buys stakes in companies that mine the metals crucial in the manufacture of everything from electric cars, solar panels and giant . Talga still owns those legacy projects, but graphite was always the focus. BMR YEARBOOK - Battery Materials Review Ltd. The SGU noted the Vittangi graphite deposits significance to the countrys supply capacity and its special material properties and concluded the deposit constitutes a unique natural asset of valuable substances or materials, Talga said in a media statement. 5) Confirmed 19 000 Tonne per annum Stage 1 plant is on track to beup and running in 2023. The Company develop green battery anode and advanced materials in northern and work with the highest-grade graphite resource in the world at it's mine and coated anode production facilities, ensuring it's part of the battery supply chain is clean, ethical and secure. In its Niska Study, they reported: "The ultimate funding strategy will based on the negotiations with potential project partners andfinanciers, and the conditions of the equity capital markets and relative debt financing opportunities,at the time of the final investment decision. Tesla is accelerating the world's transition to sustainable energy with electric cars, solar and integrated renewable energy solutions for homes and businesses. Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. A note about relevant advertising I wrote this article myself, and it expresses my own opinions. Nice! Production of graphene-graphite precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping study, pushing release to November. This equates to an anode demand of approximately 275 000 Tonnes per annum. 10x revenue for a fast growth business is not unreasonable. (Company Presentation CSIROE October 2020, Page 16). Talga). I hold shares in Talga, NeoMetals, and Magnus Energy. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. This will further enhance Talga's already leading CO2 emissions over the anode plant life cycle, with what iwll be a zero CO2 mine. Get the latest Stockhead news delivered free to yourinbox. The MoU, now extended until 31 March 2023, builds on discussions to date under an agreement first signed by the parties in 2020 (ASX:TLG 20 March 2020). 100k anodes planned at $12k per tonne. Hundreds of billions of euros is being set aside. Sell.". Moreover, the company is focusing on Talnode-Si preliminary feasibility studies that they plan to finalize in Q1 2021. The [Tata] scientists we worked with were so impressed with what we were doing they left and joined us. I found the following slide to be quite revealing. This week Talga Group have placed adds for the following rolees: Mining Engineer -Roles include: focus on developing a new mining project with medium, long-term and LOM plans. 2) Talnode-C and Talnode-S will be the greenest anode product on the market. For example, through partnerships for project finance. Leading up to the hearings for environmental approval early next year, I feel this public affirmation of the positives of the project, and the need for the project, can only help the cause. Livent should benefit from. View contact profiles from Talga Resources However, there are tremendous challenges in achieving this, and it may be some time away. Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). I have never posted here before, but do not like the lack of information available to the investor. Get the latest Stockhead news delivered free to your inbox. NIB will explore the possibility of providing financing to Talga's Vittangi Project. With rising European demand for EVs and therefore graphite anode products, it is exciting to see the Vittangi Graphite Project - our battery raw material source - continue to grow. 4) Talga EVA plant is uner construction, with coated anode production scheduled for Q1 2022. Feel free to follow me on twitter if you enjoy my articles.All opinions are my personal ones and are not an investment advice. A note about relevant advertising My investment thesis for Talga Group is here. Talga Resources is a public company trading on the Australian Stock Exchange (ASX: TLG). Talga announced an expanded MOU with ABB. Talga Resources, SolGold and more. Additionally, the growth will be accelerated through selected acquisitions and investments that offer synergies with LKABs market, operations and sustainability ambitions. To me, it appears that the most significant permitting risks have been dealt with. Two presentations over the past week. Talga owns Europe's largest natural graphite . This is very unique graphene straight from ore in a single step. 6)Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Talga Resources Ltd (ASX:TLG) is listed on the Australian Securities Exchange. The remaining 23 holes demonstrated the continuation of the high grade ore, reporting grades of up to 50.3% graphite. Additionally, Talga has a naturally competitive advantage in different areas. Talga Group Ltd (ASX:TLG & OTC:TLGRF) is a company focused on providing a source of advanced battery materials and graphene additives for the shift to a more sustainable world. Its operating and geographical segments consist of graphite exploration and development in Sweden, graphite or graphene research and development in Germany and the United Kingdom as well asAustralia. joined members of Swedish Parliament, Mattias Karlsson and Emilia Tyr, as well as representatives from the Electrification Commission, Swedish Energy Agency and. Interestingly, this is after a capital raise, not beforehand, which is often the case with MDs. Talga Group ("Talga") 100% own a number of graphite projects located in northern Sweden. Key Takeaways: The delay is a little disappointing, but it is clear the EVA Pilot plant is quite complex as indicated in the 3-D images provided of the plant, and I imagine there was some delay co-ordinating and optimising the plant design. This was presented last month. On June 20, 2022, Talga announced the Environment Court has received most submissions, which were due by June 23. The company initially developed the graphene coating as an alternative to traditional coating methods that incorporate harmful chemicals and materials and first applied Talcoat to the hull of a ship back in late 2019 as part of a sea trial to test the coatings robustness out in the tough ocean environment. 4) Mine permitting will enable European Development Banks to approve/progress funding of project. Low energy costs in combination with a high amount of graphite in the ore give Talga an advantage in ore processing and anode production. Automotive giants. Talga Resources: 22: Sensient Tech: 25: iShs MSCI Taiw Indx: 7: KBC CLICK CSOB PB.FINANC.LOOKBACK 1: 25: Air Lease CPP Rg-A: 13: Moje portfolio. Some key takeaways: European battery production to grow by around 275 GWhr per annum over the next 10 years. Miners say graphite is poised to be lithium 2.0, Market Highlights: Get some Zen ahead of Central Bank Week, and 5 ASX small caps to watch on Tuesday, We need +330 mines in 12 years to feed battery demand. Large scale samples are being committed at prices above DFS price projections (+$12k USD per Tonne). Talga Resources also recieved $520K to complete a preliminary feasibility study into the commercialisation of their Talnode-Si product, with a view to assessing the production of this product in the UK. Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine spherical graphite product strategy. We may learn more about Sweden's intentions during COP26. is here. Our ambition is to enable the worlds most sustainable battery and consumer products. It is set to benefit from its proximity to the wakening beast that is Europes electric vehicle manufacturing sector. | February 25, 2023 IPCEI on Batteries is investing 3.2 BN EUROs in the European battery supply chain. Talga Group has announced the completion of an institutional placement of A$40 million (around USD$27,316,000) from the issue of 25.8 million new fully paid ordinary Talga shares. Interesting video outlining the geology of the Vittangi Site. This has huge implications fo rthe anode supply chain in Europe - Link here. . They are trialling the higher marginTalnode -Si product as well. The company is in a unique position to profit from multiple technological, geopolitical, and environmental trends. It also appears the EIB finance is conditional on supporting European supply chains, given the offtake negotiations announced are focussing on European manufacturers (and this is mentioned in the announcement). TALGA GROUP LTD TLG (ASX) - ASX Share Price & News Discussion | HotCopper Forum Companies ASX TALGA GROUP LTD TLG TALGA GROUP LTD - Discussion Market Cap $551.6M ! Talga then set up an R&D centre in Cambridge, one of the top graphene universities in the world. (Company Presentation CSIROE October 2020, Pages 6 and 18). Indicates approxiamtely 85% of battery capacity retained after 70 cycles. Talga Group reported the completion fo the two feasiblity studies into the feasiblity of a Talga anode refinery in the UK as part of UK Govt. Talga Technologies Limited is the product development arm of parent company Talga Resources Ltd, a vertically integrated technology minerals company. Our lending activity aims to support the regions productivity and environment. Key takeaways: 1) Massive demand for anode material in Europe over the next 10 years (5x growth) present a unique opportunity. As we reported earlier this year, graphene stocks have risen nicely towards the end of 2020, and the trend continues in 2021 for most companies. IMHO, all three companies are under-appreciated and are yet to grow into their true potential. Unsubscribe whenever you want. This is all good stuff but I would rather hear more about their Talnode-Si development, and progress on solid state batteries. Mr Stinson has over 35 years Executive and non-Executive Director experience, working for global innovation companies across a range of industry segments, along with a proven track record in leading international collaborations and joint ventures working with Yamaha, Honda, Chrysler and others. Werner noting the approval of $11 BN Euros in impactful investments. Segment: Open Market Copyright 2023 Tradegate Exchange GmbH Please note terms & conditions DAX, MDAX, TecDAX and SDAX are registered trademarks of Deutsche Brse AG Its great timing.. EVAPilot Plant looks ot be behind schedule by around 3months. On November 24, Talga released a progress update on the construction of the EVA Pilot plant, reporting the plant remains on track for commissioning in Q1 2022. Firstly, paydirt's Battery Minerals Conference. The decision takes note of the European Commissions listing of graphite as a critical raw material and their warning that a lack of access to such critical commodities could slow the development of fossil-free energy sources. This is how Talga achieves both extremely low production costs and C02 emissions. Please visit the forums tab for general discussion. . Plant design completed, and major equipment is ordered. Successful exploration allows us to better plan future scale-ups and fully realise the deposits potential for clean battery manufacturing. 7 days. In his annual update video, Mark Thompson states It's been a monumental year for Talga with many huge milestones reached by our teams around the world.. Talga Resources share price has taken off today,because of this. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. Talga CEO Europe Martin Phillips joined members of Swedish Parliament, Mattias Karlsson and Emilia Tyr, as well as representatives from the Electrification Commission, Swedish Energy Agency and @LKABgroup to discuss the challenges and opportunities of electrification. But I do love the full cycle mine - to battery - to recycling that NeoMetals and Magnus are pursuing. Reddit and its partners use cookies and similar technologies to provide you with a better experience. I am not receiving compensation for it (other than from Seeking Alpha). In December 2019, the company announced the commencement of a new large-scale trial of its coating product Talcoat, a graphene additive for maritime coating. The oversubscribed Placement, managed by Euroz Hartleys Limited,was reportedly supported by a range of new and existing sophisticated, professional and institutional investors. Talga Resources (TLG) is engaging with major lithium-ion battery manufacturers for battery anode products from the Vittangi Anode Project in Sweden Talga has received such a significant interest in its Talnode-C product that the requested supply triples its planned production capacity Stockhead is providing factual information where there is a Which of these names do you recognize more easily: Tesla or Elon Musk?While, in general, we identify the author by the work that is, it would be normal for you to know Elon Musk as the CEO of Tesla . The raise was reportedly oversubscribed and was supported by a range of institutional investors. Expect expanded resource size & anode production capacity. What are the biggest challenges of flying personal transportation? Talga Group Ltd. provided an update on permitting advances for its 100% owned integrated graphite mine and battery anode project in northern Sweden. Support in building supply chains, relationships with suppliers, assist the procurement and contracts group. Email Lists EVA plant installation scheduled to begin in Q4 2021. Relations and Public Affairs of the EU, ABB. Trading- und Aktien-Chat - ffchenNotToGo schreibt: 28.02.2023 22:15 Dow Jones schliet im Minus Anleger begeben sich auf Suche nach Orientierung https:/ The outcomes will be in addition to the currentNunasvaara South PFS production plan of 19,000 tpa. Could the EV industry pay up for exploration as critical metal demand grows? He holds regular webinars where he answers investor questions. An anode supply deal signed with ACC. Talga Resources has reported a milestone moment in a sea trial of its Talcoat graphene coating. The 2 stages will nw be combined into one stage. : 1) Telsa plan to ramp battery production / demand from 0.1 TWhr per annum in 2022 to 3.5 TWhr by 2030. Update following Investor presentation on August 6, 2022. Also, Talga responds to speeding ticket issued today, after share price surges 30%, on very high turnover: "The Company notes thatthe battery materials sector, in which Talga operates, has recently seen asignificant increase in positive sentiment. Presumably, this will inform the mining permit application to verify envirnmental impact can be well managed. That's 1 metre of excavation across the Stage 1 pits to deliver about $195 M USD of anode per annum, minimising the environmental impact of the mining operation, energy intensity, and production costs. A. "Supporting the development of Talga's Vittangi Anode Project provides us with an additional opportunity to showcase ABB's leadership in industrial automation and smart electrification, applied towards construction of key operations for the emerging European battery supply chain," said Bjrn Jonsson, Division Manager North Europe, Process Talga announced trial mining has commenced at Niska South to extract 2500 Tonne of natural graphite samples. West Perth WA 6005 Inflection points to watch: Commercial agreements (10 months), financing JVs to fund the project (10 months), Approvals (6 months). With the positive spin around exploration results and pilot plan progress update, is was looking increasingly likely, Talga was not going to close a deal with LKAB & Mitsui. Process Engineer - Roles include: .you will be part of a Swedish Project team and will assist management in obtaining licenses and permits for the production facilities. Talga referenced a site visit from a recent European Finance Institution. Straws are discrete research notes that relate to a particular aspect of the company. Tesla zaala do. Talga Group Ltd is a technology minerals company. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Its that IP investment that is a barrier to entry for other companies. Thanks . Key takeaways: 1) Seeking to fund project with 60% debt. The current investors attitude towards technology companies promising us a greener future by liberating us from the dominance of the combustion engine can be best described by this meme: Talga is a startup which claims that it can increase battery density by 20% and is valued above USD 1 Billion in the latest financing round (Sila Nanos battery tech is now worth over $1 billion). This button displays the currently selected search type. Talga has been developing Talnode-Si since 2018 at its facilities in Cambridge, UK, with commercial samples being produced at its pilot facility in Rudolstadt, Germany. Important submissions include: The court hearing will be scheduled shortly after a court organised site visit on September 20, 2022. These [companies] will be price takers, whereas we are set to define the products we want to sell. In May 2020, Talga submitted applications for an. Largest risk is permitting not proceeding. Special Report: Talga Resources is not your everyday, aspiring graphite miner. Our lending activity aims to support the regions productivity and environment. In one of the webinars, I asked Mark why he did not try to raise more money to have enough cash buffer in case of an emergency. Growth within the industrial minerals market is a strategic activity to reduce dependence on the iron ore market which today accounts for around 90 per cent of the external sales. It operates through the following geographical segments: Sweden, Germany, United Kingdom and Australia. Lithium hydroxide (a processed form . Market Close Update Even Nikola (NKLA), a publicly-traded company with a questionable reputation whose claims have been challenged and/or proven false is still valued at around USD 9 Billion (per October 9, 2020). Key takeaways: The feasibility study predicts the cost of production of the core product Talnode-C to be $1 852 USD per tonne, and the anticipated sale price of Talenode-C to be $11 205 USD.
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