Talga attended the parliamentary seminaras part ofefforts to recognise. Two presentations over the past week. I believe Talga Group is targeting 300 kTonne anode production per annum by 2030. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. A. Battery anode developer Talga Resources has announced that it has received a commitment for a ~AU$1.8 million (around USD1.3 million) UK Government grant to complete a feasibility study into the commerciality of a Talga UK Anode Refinery. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. We develop green battery anode and advanced materials in northern Sweden that will help shift the world to a sustainable future. READ: Why graphene is called a wonder material and which stocks are dabbling in it. Under the Swedish Environmental Code, deposits of valuable substances or materials can be defined as being of national interest, meaning municipalities and central government agencies may not authorize activities that might prevent or significantly hinder exploitation of the mineral deposit. Special Report: Talga Resources is not your everyday, aspiring graphite miner. Going forward, Mitsui and Talga will continue negotiations regarding the development of the project. Tesla has ordered $2.9bn worth of high-nickel cathode materials from L&F Co. . Goldman Sachs, late last month, lifted its forecasts for lithium. Talga announced an expanded MOU with ABB. 2) Engaged customers annual demand, including EOI and target anode supply for 2025 now exceeds 14 times the Stage 1 production capacity as per Vitangi DFS. Note: Talga will need more cash within the next 6 months. Get the latest stock news and insights straight to your inbox. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. Important submissions include: The court hearing will be scheduled shortly after a court organised site visit on September 20, 2022. (Graphene Week 2018 Company Presentation, Page 8). It is 1 million times smaller than the diameter of a single hair, yet it is 200 times stronger than steel and still lightweight and flexible. Some test results of product trials. High Voltage: Teslas supersized Gigafactory could need 2 lithium, 4 cobalt, 8 nickel, and 9 graphite mines worth of production every year, Market Highlights: Wall Street gains, Aussie CPI ahead, and 5 ASX small caps to watch on Wednesday, Market Highlights: iPhones shortage, Fed Powell to speak, and 5 ASX small caps to watch today, Market Highlights: ASX to rise, oil price volatility, and 5 small caps to watch on Wednesday, MoneyTalks: The commodities and stocks Barclay Pearces Morgan McGuire thinks can win commodity supercycle, Caught short? 3) Exploration of advanced commercial partnersunderway. Talga Group has provided an update on commercialization and customer qualification of Talnode-Si, the Companys proprietary silicon anode product for lithium-ion (Li-ion) batteries. Talga have announced a capital raising. West Perth WA 6005 Taking into consideration the recent development in the global trade and pandemics impact, secure supply chains among friendly and stable countries, which share the same values, are likely to be even more important in the future. "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 Price trends tend to persist, so it's worth looking at them when it comes to a share like Talga. Expect a material re-rate once JV partnership is finalised (if favorable) & if mining permits granted. Responsibilities will include optimizing mine designs and liaising with engineering and mining personnel to ensure the mine plans are executed efficiently and safely. The full-scale production is planned for 2023. to discuss the challenges and opportunities of electrification. Only registered members can use this feature. 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. Targa Resources Corp. These [companies] will be price takers, whereas we are set to define the products we want to sell. Thats a substantial profit margin. But for all these companies, graphene is a major part of the business, and most of the companies are pure-play graphene companies. Battery and advanced materials company Talga Group Ltd (Talga or the Company)(TLG:ASX) is pleased to advise it has further extended the Memorandum of Understanding (MoU) with Mitsui & Co. Europe Plc (Mitsui), a subsidiary of Mitsui & Co., Ltd., one of the largest global trading and investment companies based in Japan. The final phase ofTalgas Niska South trial mine is an important step in establishing our Europeanvertically integrated green anode business, which we believe will become asignificant supplier to this key battery and EV market. The most significant issue/risk facing Talga Group is resolving itscapital requirements. It appears there are plans to significantly increase the scale of Taga's anode production plans, given the demand, and the scale of their as yet only partially defined deposit. The company is currently developing a whole pipeline of anode products: (Investor Presentation August 2020, page 10). 16:30: EZ : 16:19: EZ : Nejdiskutovanj zprvy dne. Talga Resources (ASX:TLG) Company Profile Talga is a vertically integrated advanced battery anode material and graphene additives company headquartered in Perth, Western Australia, and listed on the Australian Stock Exchange since 2010. 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. He takes his time to explain his ideas and vision and does not dodge hard questions. Most likely battery capacity and the weight of the materials used. 3) Electric Vehicle Anode qualification plant construction underway to allow final phase of customer testing / acceptance process. Interestingly, this is after a capital raise, not beforehand, which is often the case with MDs. Talga Group today reported today their EVA plant is now operational, and has commenced production of their Talnode-C for 20+ customers as part of the anode qualification and procurement process. | February 25, 2023 The raise was reportedly oversubscribed and was supported by a range of institutional investors. 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 Richardson St 1) key milestone of Vittangi DFS relaese - refer to previous straws. This is a result of the high sample demand for this product from its customers: To address the increased commercial sample demand Talga has shifted its Talnode-Si sample production onto industrial scalable process and production equipment, boosting the Companys Talnode-Si sample production capacity 10x. 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. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. You must be signed in to set price alerts. Interesting Tweet. At a European battery show in Hanover in early 2018 the company was swamped with queries from car brands, electronics companies, and battery makers, says Thompson. April 21, 2202, Talga Group announced their permit application has progressed to a court hearing. They want to make anode battery material in Europe, with greenly extracted graphite. The key features of this announcement are: 1) Talga and ABB have agreed to develop the Front End Engineering and Design (FEED) for the development of the concentrator and anode plant for Stage 1 for completion in June 2022. This sector wide performance maybe related to a number of positive factors relevant to the sector during thisperiod including but not limited to: An EV Anode Pilot Plant update has been released. The area is now being prioritised for further diamond core drilling over the next month. This field is for validation purposes and should be left unchanged. Talga Group ("Talga") 100% own a number of graphite projects located in northern Sweden. It is set to benefit from its proximity to the wakening beast that is Europes electric vehicle manufacturing sector. 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). My investment thesis for Talga Group is here. It appears EIB has been doing due diligence on Talga's development. ( Graphene Week 2018 Company Presentation , Page 8) The ones that can be meaningfully scaled mid-term are coating and . Largest risk is permitting not proceeding. 3) Mine permitting will enable offtake agreements to be resolved. 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. Pretty good, and opens up new markets, such as aircraft, which require high power densities. Please visit the forums tab for general discussion. Been a small investor in this company for about a year now. Get the latest Stockhead news delivered free to your inbox. Unsubscribe whenever your want. Presumably, they bring a great deal of mining development IP to the table, and local knowledge. Talga reported to the market the MOU signed with LKAB (Swedish govt owned)and Mitsui has been extended to November 30, 2021. CEO, Mark Thompson said this in relation to the Pilot Plant: "..The EVA plant will now provide the larger EVquality anode samples that our automotive battery customers require for their procurementprocesses and planned production schedules.". 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. This is inline with the possibility that Mitsui / ABB will commit capital to the project for 30-40% ownership, with the remainder of finance via debt / loans. Over Summer, Talga will complete the mining of 25 000 Tonnes of graphite ore, which will be processed into their Talnode-C anode product and sold to customers as part fo advanced customer testing / qualification processes. Offtake agreements and financing to by end of Q2 2023. Advertisement Advertisement New questions in Araling Panlipunan. On June 20, 2022, Talga announced the Environment Court has received most submissions, which were due by June 23. West Perth,Australia 6005. Its great timing.. Talga, on the other hand, is a low-emission leader. This is also known as Online Behavioural Advertising. China spherical . It's free. We need to share the posts on this group with other stock groups. Megan prompted Mark to raise funding / financing, but Mark didn't bite, stating the real issue regarding financing is speed. Importantly, should the study outcomes be favourable, it is expected that an investment memorandum for capital funding under the UK Govt'sATF capital investment scheme will be prepared, providing further funding / partnership optons. 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. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. The study will be completed by the end of March 2021. This is likely to stimulate competition for the only locally produced, qualified anode in Europe. An EIB appraisal procedure can take anywhere between six weeks and 18 months depending on the project scope, the degree of complexity of the operation, and the efficiency of the appraisal process on the part of both the EIB itself and the project promoter. The estimated Net Present Value (NPV) of the project over 22 years is USD 1.056 billion, calculated with a discount rate of 8 percent (Outstanding PFS results support Vittangi graphite development). There may be adverse submissions, but it appears the key stakeholders are on board with the project. 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 . Enter Talga Resources (OTCPK:TLGRF), a vertically integrated advanced materials company focusing on battery anode and graphene additive products from Australia. trial mine includes extensive environmental monitoring systems, and sockpiling of topsoil for rehabilitation of the 100 x 100 m trial mine site at the end of the 2021 campaign. This company is about to give everyone a Master Class soon, Undervalued Talga. As part of it its plan to become a vertically integrated miner, processer and supplier, Talga holds a 100% interest in graphite and graphene processing facility in Germany, based on its proprietary . Talnode-C: Engineered graphite for fast charge, high power, high capacity, and low-temperature performance, Talnode-Si: Silicon-graphene composite anode for higher energy density, Talnode-X: Graphite-based anode with ultra-fast charge capability, Talnode-E: Graphite-composite anode materials for Solid-State Batteries. EU's Net Zero Industry Act & Critical Raw Materials Act - Significant address at Davos from 12:30.here. Talga Resources Ltd Porter Five Forces Analysis-Porter Five (5) Forces Model was proposed by Michael E. Porter in 1979. Their three advanced projects are Vittangi, Jalkunen and Raitajrvi. In this video, I want to provide commentary on a webinar where Talga Group and Northvolt have both talked about the bottlenecks of the EU battery supply chai. 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. At the time, there was almost no western explorers or miners in graphite the mineral used to make the anode for lithium-ion batteries. Tesla CEO Elon Musk made an unexpected visit to Germany this week to recruit new employees and discuss some issues related to the construction of Giga Berlin. Plant design completed, and major equipment is ordered. Upgrade your membership to unlock all content. For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. Sweating on commercial agreements, with MITSUI partner MOUexpiring June 30! The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. 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. It explains the delay in finalising the ACC off-take agreement. Check out their investor presentation. BMR YEARBOOK - Battery Materials Review Ltd. Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. Vincenzo Conforti - Head of Govt. Another positive in this report is that it signifies the completion of exploration expenditure for the time being, reducing cash burn going forward, during this its transition from an anode developer to an anode producer. Talnode-Si preliminary feasibility study to be finalized in Q1 2021. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. Spodumene (a primary ore of the metal) is tipped to rise from $395 a ton to $536/t this year. The final 2 steps, I understand, are more or less procedural, requiring Talga Group to demonstrate works will be carries out in accordance with building and planning codes. A 35 fold increase. Right now, the company is scaling up Talnode-C production for testing by customers ahead of potential supply deals. I am not receiving compensation for it (other than from Seeking Alpha). We note that's an . Additionally, seeing such shallowand high grade mineralisation extending from our drilling and deposits up to 3km awaydemonstrates the consistency of this world-class graphite supply for more sustainablebattery manufacturing within Europe.. Key takeaways: 1) Talga and FREYR to work towards commecail supply of Talnode range of anode materials. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. 5) Construction costs have increased - I am allowing for 20% increase in capital cost for factory / mining. Unsubscribe whenever your want. It is unlikely Talga will enjoy a re-rating until raw material is secured via mining approvals, EVA plant begins operation, and financing is resolved for Phase 1. You can extrapolate to your own numbers. We collect information about the content (including ads) you use across this site and use it to make both advertising and content more relevant to you on our network and other sites. 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