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.". For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. 3) Pilot plant construction underway, and will be operational this year, with a capacity of up to 5000 Tonnes per annum. 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 . 4) Detailed Feasibility Study to be released by June 30 for Stage 1 plant to start operation in 2023. If you have an ad-blocker enabled you may be blocked from proceeding. On June 12, 2014, Tesla announced that it will not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. Extended to 31 March 2023 and this extension is expected to align with expected finalisation of execution plans. Rise and Shine: Everything you need to know before the ASX opens, CLOSING BELL: Like glands through the shower glass, this was a day of our lives. The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. 3) EU Commission is seeking to take a proactive role in developing the battery supply chain The EU Commission President is advocating for the EU Commission to make equity investments in small enterprises to accelerate development. Talga as we all know is one remarkable company, just need to be made more well known to the everyday invester. There may be adverse submissions, but it appears the key stakeholders are on board with the 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. BMR YEARBOOK - Battery Materials Review Ltd. This agreement with Leclanch SA is one of about 40 battery product related engagements some of which cover potential offtake and project finance that Talga says are currently active under non-disclosure agreements. , 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. The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. 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. Werner noting the approval of $11 BN Euros in impactful investments. The information is not intended to imply any recommendation or opinion about a financial product. 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. 100k anodes planned at $12k per tonne. This is sufficient to deliver into fast-growing product development and customer qualification programs, and further highlights the scalability of Talgas silicon anode production approach. 20 battery manufacturers and automotive OEM customers are engaged to receive Talnode-C off EVA qualification plant as part of large scale EV battery qualification processes. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. Create an account to follow your favorite communities and start taking part in conversations. 6)Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Everything was going really well, but the timeline for brand new materials to enter production can be long, Thompson says. The recent market recognition of our pragmaticapproach in using metallurgical-grade silicon to provide performance at significantly lower potentialcost is a sign that our team had great forethought in the development of this unique product andprocess. 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. Authorised for release by the Board of Directors of Talga Group Ltd. 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. 25m @ 40.0% Cg (from 156m), 26m @ 37.6% Cg (from 159m) NUS21012 incl. 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. In my opinion, there might be several reasons why the company has been under the radar and was not noticed by the general investing public yet: Talga is a vertically-integrated advanced materials company, whose business activity lies in three interrelated fields. The agreement also covers the EVA pilot plant, which will be operational early next year. Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). Talga). Talga continues to positively engage with authorities as permits progress through the approvalsprocess, and is not aware of any impediment to the exploitation permit applications being granted. Grouped under #hashtags, they are ranked by votes. They are building a MOAT that everyone will want to cross. An anode supply deal signed with ACC. It has taken Talga nearly 10 years to get this far. The company is in a unique position to profit from multiple technological, geopolitical, and environmental trends. 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 ! 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 . Talga resources reported anincrease in their Natural Graphite inventory to 55.3 million tonnes, with 5-15 Million tonnes of exploration targets identified for exploration / definition. Global graphite demand to increase 400% by 2040, and 100% of which is currently imported into the EU. Email Lists About Verkor - Verkor has significant backing, including Renault Group. 16 min read. The current first program for the Kirchardt plant is a small-series production of modules, packs and . 2) Mark Thompson flagged an increase / expansion in production is forthcoming in updated feasibility / scoping studies, due to increasing customer demand. The short video is well worth a watch as Mark looks back at some of the biggest achievements. The Swedish Transport Administration have responded confirming earlier information requests have been appropriately responded to. Talnode-C and Talnode-Si are currently undergoing customer qualification with numerous parties. Important submissions include: The court hearing will be scheduled shortly after a court organised site visit on September 20, 2022. They want to make anode battery material in Europe, with greenly extracted graphite. 3) LKAB is a Swedish state owned mining and minerals group, predominantly in iron ore operatinos in Northern Swedish, close to the Talga Vittangi project. It is intendedthese discussions be extended to include Talgas Niska Project. Market Close Update to high quality synthetic anode), and $72 Million USD provision for infrastructure to serve Stage 2 expansion. Targa Resources Corp. Megan prompted Mark to raise funding / financing, but Mark didn't bite, stating the real issue regarding financing is speed. Upgrade your membership to unlock all content. The word "Insider". The key determinant of this will be the Swedish government's willingness to allow large scale mining of graphite. My investment thesis for Talga Group is here. On November 30, 2021, Talga reported the Tripartite LOI between Talga, Mitsui, and LKAB has expired without an agreement between parties. 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. The 2 stages will nw be combined into one stage. 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.. There will also be a share purchase plan on offer raising a further $10m with investors being entitled to apply for up to $30k each. 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 Richardson St It was also announced that Talga's partner, ABB have received a letter of support form Swiss Export Risk Insurance (SERV) for ABB's delivery for the project. Update following Investor presentation on August 6, 2022. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. In the last three to four years we have built our inhouse team of scientists that know how to make batteries and integrate both the graphite and the graphene material into other peoples products, Thompson says. It will take Talga's pro forma cash position (before costs) at 30 September 2022 to A$27 million (around USD $17,255,000). West Perth WA 6005 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. Thats not too into the future! Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. While I was writing this article, Talga announced its decision to fast-track its Mass-Producible Silicon Anode Product - Talnode-Si - Silicon-graphene composite anode for higher energy density. Vincenzo Conforti - Head of Govt. This means the relevant authorities have completed scrutiny of the application documentation, including supplementary information provided by Talga Group. Large scale samples are being committed at prices above DFS price projections (+$12k USD per Tonne). Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. When expanded it provides a list of search options that will switch the search inputs to match the current selection. We were finding that the [graphene] process was good, it was underway, but it was slower than we wouldve liked., READ: Size does matter for Talgas graphene coating trial. As a former gold explorer (founded in 2010 as Talga Gold), Talga is viewed by the general investment public. 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. Is this happening to you frequently? Interesting Tweet. Mr Thompson has over 30 years global experience in the mineral industry including resource project development, technology and management. On November 23, 2021, a panel discussion addressing Green Anodes was arranged as the European Commissions' Raw Materials Week. At 19 tonne sof Talnode-C produced per annum, the feasibility study indicates TLG will generate $178 M USD of gross margin per annum. There are also potential commercial synergies with sales and distribution, including the developments in theReeMAP projectthat will produce both phosphorus and rare earth elements through recycling mine waste. Automakers around the globe are rushing into the EV sector as the industry shifts to electrification and self-driving cars. I hold shares in Talga, NeoMetals, and Magnus Energy. Lunch Update I have assigned a probability of successful execution/conversion of the stages as follows: My weighted valuation, based on the above probabilities is $1.72. This website uses cookies. NPV8 $1,443m Current MC $389m, as a near term producer, with plenty of upside, could reasonably trade closer to half NPV. Critical Raw Materials, such as graphite are a huge concern, as exemplified in recent, Supply chain risks are a huge concern of the EU, which is exemplified in the recent example of the disruption to Europe's. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. 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. Talga Group Ltd is a technology minerals company. 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. 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). 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. Unsubscribe whenever your want. These ASX graphite, lithium, nickel and cobalt stocks can answer the call, Not you, lithium: The ultimate guide to the. Talga referenced a site visit from a recent European Finance Institution. Drilling results. For those curious about the Talga story, you can here the CEO presenthere. Talga has an edge due to its Graphene projects, that helps their Tanode-Si battery come into existence and the world doesnt yet appreciate how wonderful a substance Graphene is. 1) Mining permits progressing well, and expect approval in the first half of 2022. TALGA GROUP LTD Analyst Report: Livent Corporation Livent is a pure-play lithium producer that was formed when FMC spun off its lithium business in October 2018. Press question mark to learn the rest of the keyboard shortcuts. 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