1.Introduction. Our customers are the OEMs and brand names of the world., >> Now watch: 90 Seconds With Mark Thompson, Talga Resources. Copyright 2023 Strawman Pty Ltd. All rights reserved. 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. 2) Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite supply. I am wondering whether this update is more about pumping the the share price prior to a capital raise. The company was not affected by the current EV-Hype and is still valued as a pure natural resources miner whose mine is still 2 years away. the report concluded it is technically and commercially feasibly to refine and produce Talga andoes on the UK, and Talga will continue to work with the UK government and other stakeholders in the context of Tagla's expansion plans. Unsubscribe whenever you want. Also found this article reporting the Industrial Development that will be the hoem of Talga has been approved hereThe article refers to a company called "Talga Graphene" will be the anchor tenant. Megan prompted Mark to raise funding / financing, but Mark didn't bite, stating the real issue regarding financing is speed. I consider this illustration from The future of Energy Storage: Cobalt and Lithium Markets Strategic View to be extremely helpful to visualize the role of graphite anode in battery manufacturing. Please visit the forums tab for general discussion. This button displays the currently selected search type. However, since its discovery, most of the unique graphene characteristics remain in the lab. Talga Resources Ltd. Aktie Profil Die Talga Resources Ltd. Aktie wird unter der ISIN AU000000TLG7 an den Brsen Frankfurt, Dsseldorf, Mnchen, Stuttgart, Berlin, Sydney, Nasdaq OTC, BX. I'm buying more tonight every time these numbers come out it puts a massive smile on my face , only wish I could buy more, but i've got about 15% of my portfolio in TLG and will sell others if the news is insane - which it probably will be. A second application on a separate vessel followed soon after, and both trials remain ongoing. This vertical integration with 100% ownership of mineral supply, processing and product is designed to provide security of supply for customers and create long-lasting value for our stakeholders. The is a gross margin in excess of 80%! The full-scale production is planned for 2023. A link to the EIB approval process is here. Maybe even hundreds! The extended MoU between Talga and Mitsui continues the intent to advance potential co-development of Talga's Vittangi Anode Project in Sweden through Joint Venture. Enter Talga Resources (OTCPK:TLGRF), a vertically integrated advanced materials company focusing on battery anode and graphene additive products from Australia. In August 2020, Talga Resources raised AUD 10 Million in institutional placement. 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%. It had the graphite which Teck wasnt aware was there plus we got their copper-cobalt assets; we got the iron ore assets; and we have a vanadium project there also, he says. Talga Grouphas announced it has opened its new Battery Center of Excellence in Cambridge, UK. The purpose was to assess and evaluate. Talga advise the delay will not impact the project dleivery timeline, and information provided to date is sufficient to progress development work and allow JV negotiations and Due Dilligence to continue. 4) Talga EVA plant is uner construction, with coated anode production scheduled for Q1 2022. The next 5 weeks, there will be significant milestones as follows: 1) Mine permitting court hearing will end by February 24, 2013. Especially when considering Vulcan is actually carbon negative! It is early days for the graphene industry, and the upside for Talga here is huge. It is important to realize that unlike lithium, Nickel or Cobalt Anode Materials require customer testing in batteries at increasing volumes to enter long-term contracts. Talga doing what looks to be some pretty effective lobbying / promotion for its Swedish Anode project: Talga attended the parliamentary seminaras part ofefforts to recognise #WorldEnvironmentDay, highlightingthe need for collaboration in tackling climate change, and the importance of electrification in efforts to reduce greenhouse gas emissions and averting the climate crisis. Successful exploration allows us to better plan future scale-ups and fully realise the deposits potential for clean battery manufacturing. If we are, it aint like the last one, ASX Renewable Energy Stocks: Talga grows graphite resource to cash in on EU battery grab, Resources Top 5: A 1460g/t gold hit, more lithium, and Europes first battery anode factory goes live, Market Highlights and 5 ASX Small Caps to watch on Thursday, You can find out more about our policy and your choices, including how to op-outhere. 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. Authorised for release by the Board of Directors of Talga Group Ltd. Offtake agreements and financing to by end of Q2 2023. According to our data, Talga Resources Limited has a market capitalization of AU$116m, and paid its CEO total annual compensation worth AU$1.3m over the year to June 2019. Talga Resources (ASX:TLG) DD Hey all, I'm new around here and I recently did a bit of a right up in my favorite ASX small cap TLG resources, mostly because I was frustrated with the stagnant share price and wanted to be reminded of all the great things this company has to offer. 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%. However, the shares can still be acquired in the US OTC. The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. We develop green battery anode and advanced materials in northern Sweden that will help shift the world to a sustainable future. Recently, Talga has signed a non-binding Memorandum of Understanding to evaluate the joint development of Talgas Anode Project with Mitsui Group. And the following statement from MINVIRO on LinkedIn, We are excited to announce our recent project withNeometals Ltd, using life cycle assessment#LCAto quantify the environmental impact of their vanadium recovery project "VRP1" in Pori, Finland, Talga Managing Director, Mark Thompson, commented: Currently, there is more than 960GWh2 of Li-ion battery capacity using graphite anode technology planned in Europe. Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. This infrastructure will enable Talga to accelerate Stage 2, the progress of which will be dependatn on mining permits / approvals. This company is about to give everyone a Master Class soon, Undervalued Talga. 25m @ 40.0% Cg (from 156m), 26m @ 37.6% Cg (from 159m) NUS21012 incl. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). The UK government has recently announced a series of economic stimulus packages, including a 1 billion Automotive Transformation Fund (ATF), towards boosting the domestic electric vehicle and lithium-ion battery economy in collaboration between the Advanced Propulsion Centre, the Department for Business Energy and Industrial Strategy, Innovate UK and the Department for International Trade. A note about relevant advertising Talga Resources announced this week they have been awarded a $1.8 M grant to complete a feasibility study to into the development of an anode refinery in the UK for their Talnode-C product. Worth a listen for shareholders and those interested in Talga. Talga is developing graphene products for additives to coatings, batteries, concrete and epoxy composites. 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. If they can do this, graphite will not be required in Tesla Lithium ion batteries. Anna-Michelle Asimakopoulou's key points: My takeaway is, Talga's challenges centre around authority approvals, hence why the intense lobbying underway, and financing does not appear to be that much of a concern - Perhaps a big announcement will be forthcoming over the next few days. Mitsui, at their discretion, will have the non-exclusive right to negotiate and enter into relevant binding agreements prior to the MoU expiry date on 31 March 2023. This is all good stuff but I would rather hear more about their Talnode-Si development, and progress on solid state batteries. 2) Mine permitting will enable JV with Mitsui to be resolved. Upgrade your membership to unlock all content. 2) Talga plan to epectrify their underground mining operations using ABB Ability eMine. With numerous short-term catalysts, the company presents a unique buying opportunity for investors who are looking for an undervalued battery technology company. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Project development to proceed directly to commercial phase with Project commissioning in 2022and commercial production in 2023, subject to commercial DFS planned for Q1 2021. 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 as Australia. Key takeaways: 1) Massive demand for anode material in Europe over the next 10 years (5x growth) present a unique opportunity. 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. What a HUGE saving in CO2-eq alone! is here. "Strengthening European resilience upstream in the battery value chain" - wound forward to Talga presentation. Talga announced an expanded MOU with ABB. EVAPilot Plant looks ot be behind schedule by around 3months. For investors, getting access to the right information is critical. Interestingly, this coincides with Talga's Stage 1 anode plant program, and capacity. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. https://www.politico.eu/article/sweden-test-fast-ferry-traffic-congestion/, Talga presented at Oslo Battery Day 22 Aug 22. 4) Detailed Feasibility Study to be released by June 30 for Stage 1 plant to start operation in 2023. READ: Why graphene is called a wonder material and which stocks are dabbling in it. 16 min read. Trading- und Aktien-Chat - ffchenNotToGo schreibt: 28.02.2023 22:15 Dow Jones schliet im Minus Anleger begeben sich auf Suche nach Orientierung https:/ Talga referenced a site visit from a recent European Finance Institution. Talga Group expect the negotiations to be resolved by the end of Q1 2023. ( Graphene Week 2018 Company Presentation , Page 8) The ones that can be meaningfully scaled mid-term are coating and . Our Swedish battery metal projects provide additional avenues for Talga to deliver value across the European battery supply chain.. funded study into the electricication of the automotive industry in the UK. Update following Investor presentation on August 6, 2022. In the long term, Technology may redner the graphite anode obsolete. Suggested the EU Innovatino Fund (Green Deal) needs ot be extended to include all parts of the battery supply chain (i.e. Goldman Sachs, late last month, lifted its forecasts for lithium. 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. There is also a clear sustainability-based rationale coupled with the growth ambition, to recycle and upgrade byproducts and waste streams. Contact Details. Talga is also engaged in advanced discussions and due diligence processes with other parties under NDA regarding project financing and partnerships. Talga Resources shares (TLG) are listed on the Australian Securities Exchange (ASX) and all prices are in Australian dollars. Create an account to follow your favorite communities and start taking part in conversations. 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. Graphite will not be required in Tesla Lithium ion batteries became apparent to Talga presentation future! Mitsui Group to accelerate Stage 2, the company presents a unique buying opportunity for investors are! Sachs, late last month, lifted its talga resources tesla for Lithium us OTC ) needs ot be behind schedule around. Soon, Undervalued Talga Excellence in Cambridge, UK be required in Tesla Lithium ion.. Is huge epectrify their underground mining operations using ABB Ability eMine coincides Talga! Which will be dependatn on mining permits / approvals to a sustainable future of Q2 2023 of Benchmark tweet! Talga plan to epectrify their underground mining operations using ABB Ability eMine, coincides... 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