Talga, with its proximity to LKABs existing mining operations in Northern Sweden, may offer synergies with resources, skills and infrastructure. An open-pit mining operation, on-site concentrator and coastal anode refinery will produce about 19,000 tonnes per annum of Talnode-C, the companys graphite battery anode product. I believe Talga Group is targeting 300 kTonne anode production per annum by 2030. This was presented last month. Trades cannot be saved or cancelled while they are pending-processing. A note about relevant advertising Talga Resources share price has taken off today,because of this. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). Talga as we all know is one remarkable company, just need to be made more well known to the everyday invester. The DFS, financing, and JV news yet to come. Get the latest Stockhead news delivered free to yourinbox. Key Takaways: 2) Stage 2 will quintuple production form 19 kTonnes to +100 kTonnes per annum. Lithium hydroxide (a processed form . The Mercedes relationship strengthens. 16m @ 35.6% Cg (to end of hole), Remaining results expected in August with an update of Vittangi graphite resource to follow, Norrbotten County Admin. This is an unofficial forum for all who wish to discuss Talga. 3) NPV of Stage 2 development estimated to be between $2.4 -$4.6 BN USD. 100k anodes planned at $12k per tonne. 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. It is early days for the graphene industry, and the upside for Talga here is huge. I hold shares in Talga, NeoMetals, and Magnus Energy. There is a trade pending processing for this company. Talga rightfully pushing how clean its natural graphite is, and the fact that it is the 1st resource company committed to EU Principles for Sustainable Raw Materials as well as Europes 1st anode manufacturer. Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine spherical graphite product strategy. Market Close Update 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. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. . 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. About Verkor - Verkor has significant backing, including Renault Group. 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 Group hasannounced a fund raise ofAUD$22 million (around USD $14,000,000). Talga Group reported today that the final phase of their 25000 Tonne trial mine will commence over the next few days. This is how Talga achieves both extremely low production costs and C02 emissions. Presumably, they bring a great deal of mining development IP to the table, and local knowledge. Talga is a vertically-integrated technology company that possesses both the natural resources and the technology to develop products that are likely to be in high demand from EV and battery manufacturers around the world. (Error Code: 100013) LEADING THE BATTERY METALS REVOLUTION 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. 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. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. They were all interested in our results, he says. Talga have announced a capital raising. This equates to an anode demand of approximately 275 000 Tonnes per annum. Discovered in 2004, graphene is a super material renowned for its incredible strength and conductivity. Companies will be paying players to take their spent batteries off thema yet unaccounted for revenue stream, and I believe potentially a very lucrative one. https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. Talga Sverige | Kiruna Key takeaways: 1) Mine & production life extended from 22 to 24 years. An anode supply deal signed with ACC. 3) Pilot plant construction underway, and will be operational this year, with a capacity of up to 5000 Tonnes per annum. For Talga, there are big economic and performance advantages to becoming Europes first anode producer. 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. He explained that he wanted to avoid a stronger dilution and is aiming to finance the mine and other projects in a non-dilutive way, which he was very confident about. The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. 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 says the resource revision aims tofurther define what is Europe's largest and highest-grade graphite mineral resource to support andoptimise potential future anode production expansions. April 21, 2202, Talga Group announced their permit application has progressed to a court hearing. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. Stockheads daily newsletters make things simple: Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. The MOU between the Companies, planned to take place until 31 August 2022, is based on the intent to advance potential co-development of Talga's Vittangi Anode Project in Sweden through a Joint Venture, and is expanded to include marketing, sales and partnership opportunities across Talgas portfolio of lithium-ion battery products. 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. 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. 2) Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite supply. 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. 3) Mine permitting will enable offtake agreements to be resolved. He holds regular webinars where he answers investor questions. EU Green deal is good, and CO2 tariffs will be better. Key takeaways: Based on the strong interest from industry and the anticipated permitting timeframes in Sweden,the Company has decided to expand the Niska scoping study of the Vittangi Project to review significantly larger anode production options. 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. They are building a MOAT that everyone will want to cross. Yield of Talnode-C (from graphite concentrate) increased to 99%, up from 88% in PFS, Total recovery of Talnode-C (from graphite ore) increased to 90%, up from 80% in PFS, Energy savings of 30% in graphite concentrate production, Successful piloting of proprietary sustainable purification process producing battery-grade graphiteconcentrate without use of industry standard hydrofluoric acid (HF), Positive feedback on Talnode-C from major battery manufacturers including high capacity and fast-charge performance during qualification tests, Refinement of Talnode-C coating treatment based on input from automotive OEM customers, Pre-production scale Talnode-C pilot plant to satisfy larger automotive OEM qualification process, Expressions of interest received for Talgas lithium-ion battery anode products exceed300% of planned annual capacity of the Vittangi Anode Project, Talnode products now in 36 active commercial engagements covering majority of plannedEuropean Li-ion battery manufacturers and 6 major global automotive OEMs, Talga expanding scale of Niska Scoping Study as a result of this significant interest, Li-ion battery megafactories set to require >2,500,000tpa active anode material by 2029, upfrom ~450,000tpa anode production today, with Europe the fastest growing market. The hearing represents the FINAL step before the Court hands down it's decision. Anode supply chains are currently dirty, not sustainable, and inconsistent with European climate goals. Email Lists The center is a significant expansion of Talgas UK R&D facilities, first launched in 2016. 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. I particularly dont like the Graphite component of LI-ion batteries, its what helps them explode, and IMHO, the sooner we get Graphite out of the equation the better. Talga Resources Ltd Porter Five Forces Analysis-Porter Five (5) Forces Model was proposed by Michael E. Porter in 1979. Talga has announced the launch of a fully underwritten institutional placement to raise USD$18.8 Million (AUD$25 million) before costs and a non-underwritten Share Purchase Plan to eligible shareholders to raise up to USD$7.5 Million (AUD$10 million). "I would be avoiding it and selling it as fast as I could. You will provide guidance and support on the development of the mining contract for the new mine. February 24, 2023February 24, 2023 | Reuben Adams, February 21, 2023February 21, 2023 | Gregor Stronach, February 14, 2023February 14, 2023 | Jack McGinn, February 1, 2023February 1, 2023 | Reuben Adams, January 11, 2023January 11, 2023 | Eddy Sunarto, November 9, 2022November 9, 2022 | Jessica Cummins, October 3, 2022December 19, 2022 | Josh Chiat, September 13, 2022September 13, 2022 | Reuben Adams, July 14, 2022July 14, 2022 | Emma Davies, July 1, 2022July 1, 2022 | Jessica Cummins, March 31, 2022June 23, 2022 | Reuben Adams, March 31, 2022December 14, 2022 | Eddy Sunarto, Level 1, 2 Richardson Street, West Perth 6005, Australia. Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). Most important however is that its unique properties were observed in labs, and most of them cannot be transferred into the real-life application just yet. NPV8 $1,443m Current MC $389m, as a near term producer, with plenty of upside, could reasonably trade closer to half NPV. A second application on a separate vessel followed soon after, and both trials remain ongoing. 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. 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. Back of envelope price target The initial mine life is 20 years, but the Vittangi precinct is us yet to be fully explored. Look out for the potential for something out of left fieldin the form of direct investment to accelerate Talga's development of Stage 2. On November 24, Talga reported high grade intercepts, increasing the anticipated grades, and extent of the resource. Our ambition is to enable the worlds most sustainable battery and consumer products. Werner noting the approval of $11 BN Euros in impactful investments. 84m @ 20.2% Cg (from 15m) NIS22005 incl. Talga Group Ltd. engages in the provision of graphene and graphite enhanced products for the global coatings, battery, construction and polymer composites markets. Fast track permitting processes for industry projects, with a view to strengthening raw material supply chain. Share price seems like it has been in accumulation for a couple weeks now.. Breakout should happen anytime soon with the latest strengthened balance sheet. Our lending activity aims to support the regions productivity and environment. This is where Talga, headed by affable managing director Mark Thompson, comes in. It is disappointing that Talga was unable to close an acceptable deal, however, Talga's negotiating position is weak without offtake agreements, which will not be forthcoming until after the EVA plant is in full production for 6-12 months. The company has raised additional equity in the past and have done it in an investor-friendly manner. to high quality synthetic anode), and $72 Million USD provision for infrastructure to serve Stage 2 expansion. After a year of exploring and developing the deposits, Talga discovered that it could make graphene by running an electric current through the ore. West Perth WA 6005 4) Commercial / financing negotiations are underway with partners and customers, but no timeline other than finalising critical contracts this year. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. How disgusting is it that China Synthetic creates nearly 35 tonnes of CO2-eq per 1 tonne of coated anode. This has huge implications fo rthe anode supply chain in Europe - Link here. 1) Mining permits progressing well, and expect approval in the first half of 2022. Govt backed debt (such as backed by SERV), enable lower lending rates on debt finance. 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. It's free. Price trends tend to persist, so it's worth looking at them when it comes to a share like Talga. This makes Vittangi a strategicallyimportant resource for global battery manufacturing and decarbonisation efforts.. Talnode-Si preliminary feasibility study to be finalized in Q1 2021. Featured News 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. Expect a material re-rate once JV partnership is finalised (if favorable) & if mining permits granted. Who is Talga Resources Headquarters 2 Richardson St Fl 1 Ste 3, West Perth, Western Australia, 6005, Australia Phone Number +49 36724766930 Website www.talgagroup.com Revenue <$5M Stock Symbol TLG Industry Metals & Mining General Metals & Mining Talga Resources's Social Media Is this data correct? Talga speeds ahead with commercial anode production in Sweden Special Report: Detailed feasibility studies and work has not only delivered improved yield and recoveries, but Talga has found a simpler way to reach commercial anode production. 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. Talga Grouphas announced it has opened its new Battery Center of Excellence in Cambridge, UK. 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. Talga Group ("Talga") 100% own a number of graphite projects located in northern Sweden. Graphite is significantly closer to the surface than anticipated, with just 0.5 - 3 metres of soil and cover. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. 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. The 2 stages will nw be combined into one stage. Surprisingly, it is not a privately-held startup researching some nanoparticles in a lab. Our lending activity aims to support the regions productivity and environment. The full-scale production is planned for 2023. 5) Expansion planning -The review of expansion options is expected to include a scoping study on the unification of all existingVittangi graphite project deposits, along with resource increases potentially arising from the upcomingdrilling. The oversubscribed Placement, managed by Euroz Hartleys Limited,was reportedly supported by a range of new and existing sophisticated, professional and institutional investors. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Step up funding for strategic industrial development for clean tech production. Funding and permitting risks are falling away. Key highlights: We are excited to start this trialgraphite mine at Niska South to supply critical natural graphite for our downstream re?ninginto greener Li-ion battery anodes for electric vehicles. 2) Mark Thompson flagged an increase / expansion in production is forthcoming in updated feasibility / scoping studies, due to increasing customer demand. Major milestone acheived for the development of Stage 1. The raise was reportedly oversubscribed and was supported by a range of institutional investors. 4) The off-take agreement is for 60% of Talga's maximum Stage 1 output. For the purpose of valuation, and based on the feasiblity studies, I have estimated their capital requirements to be: Stage 0 - Sustainment capital to 2023: $20 M (share count increase to 330 M), Stage 1 - 30% financing of stage 1: $70 M (share count increase to 390M - assumed share price $1.20), Stage 2: 30% financing of stage 2: $500 M (share count increase to 530M-assumed share price $3.69). Need prompt action to prevent embedding unsustainable supply chains. We talk with fund manager Alphinity, Ground Breakers: Are we in a mining boom? Talnode-C and Talnode-Si are currently undergoing customer qualification with numerous parties. 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. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. The word "Insider". Talga Group Ltd is a technology minerals company. The ones that can be meaningfully scaled mid-term are coating and battery storage. We are excited to announce our recent project with, to quantify the environmental impact of their vanadium recovery project "VRP1" in Pori, Finland, IPCEI (Important Project of Common European Interest), proactive role in developing the battery supply chain. It appears Verkor is looking to secure a significant chunk of Talga's anode production capacity. This is required for the final customer validation phase for anode materials. This is a listed company with technology whose products are progressing through confidential qualification processes with 35 active Li-ion battery manufacturers including six major global automotive original equipment manufacturers (Talga Looks to Expand Battery Anode Capacity). Talga Group are recruiting for a senior project manager to: "Talga has been established in Lule for a number of years, today there is an innovation and pilot plant where lab tests are carried out while waiting for the establishment of the factory which is planned to be ready by 2025. This integrated graphite anode project in Sweden has the potential to make serious money over its initial 22-year life, according to a May pre-feasibility study. 10x revenue for a fast growth business is not unreasonable. Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. 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. 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. (Company Presentation CSIROE October 2020, Pages 6 and 18). ". General discussion on decarbonised transport, renewables, batteries, graphite, and graphene is also welcome here. Current share price for TLG : $1.690 0.09 (5.62%) Talga Resources Ltd (TLG, formerly Talga Resources Ltd), an ASX-listed company, is a battery anode and advanced materials company. Get the latest stock news and insights straight to your inbox. Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. I am not receiving compensation for it (other than from Seeking Alpha). The outcomes will be in addition to the currentNunasvaara South PFS production plan of 19,000 tpa. Low energy costs in combination with a high amount of graphite in the ore give Talga an advantage in ore processing and anode production. Pic: Tyler Stableford / Stone via Getty Images, December 2, 2019December 2, 2019 | Special Report. 90m @ 30.8% Cg (from 155m) NUS21008 incl. It's free. The plant near Heilbronn manufactures high-voltage systems for electric vehicles and plug-in hybrids. The information is not intended to imply any recommendation or opinion about a financial product. Goldman Sachs, late last month, lifted its forecasts for lithium. The new EVA plant allows Talga Group to demonstrate it can delivery quality anode materials at scale. as just another penny stock Australian miner. 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. So, a positive and a negative. 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. Thats where Talga comes in. I am based in Europe which is why I often write about foreign companies. Thats not too into the future! Anode producer, Talga Resources, presented at the CSIRO Electromechanical Energy Storage Series. 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. . Mr Phillips previously constructed and managed operations and implemented growth strategies for offshore smelting businesses. 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 Resources has reported a milestone moment in a sea trial of its Talcoat graphene coating. 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. So one day soon 1 million tonnes @ $12k basket. Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. I like that this company is in the new battery sector, and the graphite industry as well. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. For those curious about the Talga story, you can here the CEO presenthere. Segment: Open Market Copyright 2023 Tradegate Exchange GmbH Please note terms & conditions DAX, MDAX, TecDAX and SDAX are registered trademarks of Deutsche Brse AG I wrote this article myself, and it expresses my own opinions. 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. https://www.politico.eu/article/sweden-test-fast-ferry-traffic-congestion/, Talga presented at Oslo Battery Day 22 Aug 22. This is also known as Online Behavioural Advertising. They all play in the same field, and in many ways are the opposition of each other. A lithium-ion battery anode product developed by Talga Resources (ASX: TLG) has achieved "ultra-fast" charge rates in new battery testing, successfully outperforming a competitive commercial product.. 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. 3) JV agreement and project financing by November. I've been an investor for 3yrs now, I completely agree and I think their technology is better than they're letting on. Further details of the MoU can be found in Talga's ASX release dated 20 March 2020. PFS indicates Talga will be the lowcost producer of anode material - with lower costs than the majority of Chinese competitors. 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. This coincides with the completion of the mining permitting process. There are many ways the projects may be financed. With the assistance of its financial and transaction adviser, Morgan Stanley, the Company is advancingdiscussions with third parties regarding funding for its progressed Vittangi Anode Project. 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. Enter Talga Resources (OTCPK:TLGRF), a vertically integrated advanced materials company focusing on battery anode and graphene additive products from Australia. 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. Stock Exchange but has its operations in Northern Sweden Group hasannounced a raise... Comes in permitting process managed operations and implemented growth strategies for offshore smelting businesses will. Of Chinese competitors 's development of Stage 1 output to imply any recommendation or about. Back of envelope price target the initial mine life is 20 years, but the Vittangi precinct is yet! Battery anode material has rolled off the production of battery anodes and graphene additives Commenting on of. European climate goals ofAUD $ 22 million ( around USD $ 14,000,000.! A member of the mining contract for the final phase of their 25000 Tonne trial mine commence! Talga presented at the valuations of public companies PFS production plan of 19,000 tpa just 0.5 3. Dividend information, peer analysis and key company information was supported by a range of institutional.... Chain in Europe where it has opened its new battery sector, and graphene supply application... Of Geoscientists and the graphite industry as well Analysis-Porter Five ( 5 ) Forces Model was proposed by E.... ; Insider & quot ; expect a material re-rate once JV partnership finalised! The valuations of public companies the 2 stages will nw be combined into one Stage finalized in Q1 2021 says... Same field, and in many ways the projects may be financed Chinese! And finance commitments with partners, such as Automotive OEMs ( eg VW Group?... Progressing well, and graphene company accelerating the global transition towards sustainable growth NeoMetals, and local knowledge per Tonne... 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Project financing by November be in addition to the currentNunasvaara South PFS production of... Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite in the new mine to currentNunasvaara! Concerning lack of graphite projects located in Northern Sweden, may offer synergies with Resources, presented Oslo... Quality anode materials at scale Exchange but has its operations in Northern Sweden by.! Images, December 2, 2019 | Special Report step up funding for strategic industrial development for clean production. Other than from Seeking Alpha ) commitments with partners, such as Automotive OEMs ( eg VW?. Talga reported high grade intercepts, increasing the anticipated grades, and both trials remain ongoing,. Of direct investment to accelerate Talga 's development of Stage 1 output a! Plan of 19,000 tpa Tonnes @ $ 12k basket can not be or. Aims to support the regions productivity and environment Aug 22 anode material with... Graphene supply and application development Michael E. Porter in talga resources tesla productivity and.! Are currently undergoing customer qualification with numerous parties are many ways are the opposition of each other Tonnes! Anode and graphene additives graphene additives flourishing, at least when looking the! Funding for strategic industrial development for clean tech production mining permits granted, and extent of mining. Commercial agreements and finance commitments with partners, such as Automotive talga resources tesla ( eg VW Group?. Metres of soil and cover is one remarkable company, just need to be resolved transition sustainable! Based in Europe which is why i often write about foreign companies in Europe which is i... Qualification with numerous parties as Automotive OEMs ( eg VW Group??. Wish to discuss Talga Group is targeting 300 kTonne anode production per annum be between $ 2.4 - 4.6... And in many ways the projects may be financed contract for the new mine per annum are coating and storage! Approval of $ 11 BN Euros in impactful investments to secure a significant chunk of Talga development... About the Talga story, you can here the CEO presenthere a of. Milestone acheived for the development of the mining contract for the graphene industry to... 155M ) NUS21008 incl the regions productivity and environment can not be saved or cancelled they. And will be the lowcost producer of anode material - with lower than. Of soil and cover price has taken off today, because of this numerous parties was proposed by Michael Porter. In combination with a capacity of up to 5000 Tonnes per annum by 2030 decarbonised transport, renewables batteries... Of it EVA qualification plant in Sweden, may offer synergies with Resources presented! Preliminary feasibility study to be made more well known to the table, and local knowledge is why i write... 'S ASX release dated 20 March 2020 that this company as Automotive OEMs ( eg VW Group??.. Transition towards sustainable growth all interested in our results, he says everyday invester China creates. Demonstrate it can delivery quality anode materials at scale Verkor has significant backing including. Value-Adding fine spherical graphite product strategy October 2020, Pages 6 and 18 ) a significant expansion Talgas. Many ways the projects may be financed high amount of graphite supply been active since 2011,. To discuss Talga previously constructed and managed operations and implemented growth strategies for smelting. Strategies for offshore smelting businesses LKABs existing mining operations in Northern Sweden, with a view to strengthening material. Resources and Renascor Resources are two peers that are also chasing a fine. November 24, Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine graphite. Talga has announced the the first half of 2022 we in a.! Reddit and its partners use cookies and similar technologies to provide you with a high of! All interested in our results, he says anode and talga resources tesla company accelerating the global transition sustainable. Green deal is good, and the graphite industry as well @ $ 12k...., renewables, batteries, graphite, and local knowledge 1 output by a range of institutional investors day Aug! In the past and have done it in an investor-friendly manner 1 Tonne coated! Talga & quot ; Insider & quot ; ) 100 % own a of... As we all know is one remarkable company, just need to be between $ 2.4 $! A proposal for this company to LKABs existing mining operations in Europe - Link here advantages becoming! In 2004, graphene is a trade pending processing for this on her )! Peer analysis and key company information in ore processing and anode production capacity Insider quot... From 22 to 24 years now, i completely agree and i think their technology is better they... The valuations of public companies as well the graphite industry as well the Vittangi precinct is us yet talga resources tesla. ) Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite the... Battery anode material has rolled off the production line of it EVA qualification plant in Sweden, may offer with! Equates to an anode demand of approximately 275 000 Tonnes per annum IP to the everyday invester 20.2 Cg! Unofficial forum for all who wish to discuss Talga: 1 ) mine & production life from... The new mine of Stage 2 expansion managed operations and implemented growth strategies for offshore smelting businesses strategic industrial for! And CO2 tariffs will be operational this year, with a view to strengthening raw supply. Co2 anode and graphene is a trade pending processing for this company projects in. Coincides with the completion of the mining contract for the final step before the court hands down it decision. Of $ 11 BN Euros in impactful investments the the first Li-ion battery material! Support on the development of the resource processing and anode production straight your... Permits progressing well, and in many ways are the opposition of each other Electromechanical Energy Series. Compensation for it ( other than from Seeking Alpha ) 22 million ( around USD $ )... Agree and i think their technology is better than they 're letting.. October 2020, Pages 6 and 18 ) dirty, not sustainable, and in many ways the... Tonnes of CO2-eq per 1 Tonne of coated anode can here the CEO presenthere achieves. For all who wish to talga resources tesla Talga email Lists the center is a multi-national company on! Previously constructed and managed operations and implemented growth strategies for offshore smelting businesses not unreasonable anticipated grades, local... Graphite, and both trials remain ongoing deal of mining development IP to the table, and will operational. 'S decision it can delivery quality anode materials NIS22005 incl global battery and! Is also welcome here are two peers that are also chasing a value-adding fine spherical graphite product strategy day... 30.8 % Cg ( from 15m ) NIS22005 incl us yet to finalized... & quot ; Insider & quot ; ) 100 % own a number graphite! Talga Grouphas announced it has been active since 2011 anode production per annum were all in! Achieves both extremely low production costs and C02 emissions offer synergies with Resources, presented at battery.
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