Get the latest Stockhead news delivered free to yourinbox. Scoping studies underway to expand Anode production (Niska Scoping Study) well above 19000 tonnes per annum. This button displays the currently selected search type. 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. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). To me, it appears that the most significant permitting risks have been dealt with. Talga Resources shares (TLG) are listed on the Australian Securities Exchange (ASX) and all prices are in Australian dollars. (Company Presentation CSIROE October 2020, Pages 6 and 18). Targa Resources Corp. 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 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. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. I have never posted here before, but do not like the lack of information available to the investor. Talga Resources aiming to become Europe's next commercial scale Li-ion battery anode producer Proactive 4.4K views 2 years ago Martinrea Improves Brake Lines with Graphene - Autoline Exclusives. 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. 5) EV anode pilot plant production commissioning & commencement early 2022. Presumably, this will inform the mining permit application to verify envirnmental impact can be well managed. 4) The LOI only covers the 1st stage of the development, Vittangi. Next 6-18 months will see this company surge. That deal was completed in 2012. 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. 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. Extended to 31 March 2023 and this extension is expected to align with expected finalisation of execution plans. Talga seem to reduce the carbon footprint in everything they touch. Indicates approxiamtely 85% of battery capacity retained after 70 cycles. Talga is well situate to help Europe achieve its push into electrification as well as its push for locally sourced battery materials. Given the available resources and projected demand, many expect future production far beyond the 120 kt/a that we know of so far. 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. EU Green deal is good, and CO2 tariffs will be better. EU needs to help businesses replicate what Talga is doing in Sweden. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. 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). It's free. . Talga reported to the market the MOU signed with LKAB (Swedish govt owned)and Mitsui has been extended to November 30, 2021. 10x revenue for a fast growth business is not unreasonable. The reason given for the raise is to fund expansion and advancement of the Vittangi Anode Project development, next generation anode R&D and commercialisation, and general working capital. November 23, 2022, Talga has announced their anode projects have passed the EIB screening process, and is now under appraisal for finance of up to $300 M EURO. Vae anketa. Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine spherical graphite product strategy. Focusing on battery material innovations, development and characterization, the center is designed to complement Talgas existing facilities in Sweden (Talnode-C EV qualification production and battery Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. He holds regular webinars where he answers investor questions. Numerous governments announcing plans that would include support forstrategic investments in the battery materials supply chain.link, Increased awareness of Talga's progress towards building and operatingEuropes first large-scale graphite anode production facilities and strategic role. 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. And that is a great approach in todays climate sensitive environment. Heads up. Get the latest stock news and insights straight to your inbox. 3) Mine permitting will enable offtake agreements to be resolved. Two presentations over the past week. The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. Pic: Tyler Stableford / Stone via Getty Images, December 2, 2019December 2, 2019 | Special Report. 3) Electric Vehicle Anode qualification plant construction underway to allow final phase of customer testing / acceptance process. The Company is now finalising the environmental permit for the Lule anode refinery site. (Company Presentation CSIROE October 2020, Page 20). However, since its discovery, most of the unique graphene characteristics remain in the lab. Incorporation Details Trading- und Aktien-Chat - ffchenNotToGo schreibt: 28.02.2023 22:15 Dow Jones schliet im Minus Anleger begeben sich auf Suche nach Orientierung https:/ This is due to the increasing supply / demand imbalance, an the increase in quality of the anode material (refer point 2 above). 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. 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. Numerous near-term catalysts can catapult Talga into a different league, which is likely to positively affect its valuation and create a positive feedback loop for the stock price going forward: Disclosure: I am/we are long TLGRF. 3) Significant sales price increase for the product. EVAPilot Plant looks ot be behind schedule by around 3months. 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. Tesla has ordered $2.9bn worth of high-nickel cathode materials from L&F Co. . NIB will explore the possibility of providing financing to Talga's Vittangi Project. The study is expected to be completed by June 2021. Vincenzo Conforti - Head of Govt. "Strengthening European resilience upstream in the battery value chain" - wound forward to Talga presentation. 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. Talgo will also have the lowest meissions per tonne of anode, with less than 5% of the CO2 emissions per Tonnecompared to Chinese competitors. We develop green battery anode and advanced materials in northern Sweden that will help shift the world to a sustainable future. Talga Resources has reported a milestone moment in a sea trial of its Talcoat graphene coating. Talga Group Ltd (TLG.AX) stock historical prices & data - Yahoo Finance Sign up Talga Group Ltd (TLG.AX) ASX - ASX Delayed price. 3) Permits anticipated in Q1 2023, with Stage 1 production to commence 2024. 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). 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. 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. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. Talga is a licensed Saudi Non-Profit Organization (NPO) officially registered in the Ministry of Human Resources & Social Development as (The Sustainable Development Association "Talga") with a license number (1033) dated (1/2/1439H). Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. 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. Interesting video outlining the geology of the Vittangi Site. 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. There is a disconnection between EU and Swedish government policy, inhibiting progress. The Swedish Transport Administration have responded confirming earlier information requests have been appropriately responded to. 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 have announced a capital raising. But on that front I also know there are years of still having the current configuration, and in this arena Talnode-C will hold its own. European Investment Bank Published tala's Anode Development as a Project to be Financed - Under Appraisal. 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.. Thats where Talga comes in. Relations and Public Affairs of the EU, ABB. The factory will be unique in its kind and will be able to deliver 19,500 tons of finished anode material annually, enabling the production of 400,000 electric cars. 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. We need to share the posts on this group with other stock groups. Please disable your ad-blocker and refresh. Talga Group Ltd. engages in the provision of graphene and graphite enhanced products for the global coatings, battery, construction and polymer composites markets. Do your own DD. 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. In August 2020, Talga Resources raised AUD 10 Million in institutional placement. An anode supply deal signed with ACC. There are so many potential application fields that even Wikipedia has a standalone article on the potential application of graphene. Given the recent MOU signed with FREYR, this extension comes as no surprise, given FREYR, as part of their MOU are exploring the opportunity to co-locate prouction facilities, and possibly licencing Talga's manufacturing IP, which were not on the table previously. Only registered members can use this feature. It explains the delay in finalising the ACC off-take agreement. Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. 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 Talga share price is soaring after the company reported it has extended its MoU with Mitsui & Co. Europe Plc. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. We may learn more about Sweden's intentions during COP26. This will in turn enable financing, and commercial negotiations to be fianlised. 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 has got approval to trial mine 25,000 tonnes in Sweden, and is applying for approval to mine 100k tonnes per year of material which will produce around 19k tonnes of finished coated anode product. This means the relevant authorities have completed scrutiny of the application documentation, including supplementary information provided by Talga Group. ( Graphene Week 2018 Company Presentation , Page 8) The ones that can be meaningfully scaled mid-term are coating and . 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 . 5) Construction costs have increased - I am allowing for 20% increase in capital cost for factory / mining. It has taken Talga nearly 10 years to get this far. Key takeaways: 1) Seeking to fund project with 60% debt. Get the latest Stockhead news delivered free to your inbox. Battery and advanced materials company Talga is working with Mitsui & Co. Europe, a subsidiary of Mitsui, one of the largest global trading and investment companies based in Japan. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. Director General of the DG ENER at the European Commission. Permitting is underway at their leading Vittangi Project. We now employ 35 technical and professional people from the exploration and discovery of graphite, through mining and processing, to marketing and R&D of new battery materials and graphene additive products. It operates through the following geographical segments: Sweden, Germany, United Kingdom and Australia. 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. Lunch Update 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. It appears EIB has been doing due diligence on Talga's development. 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). 2) Commercial samples in multitude of testing programs with battery / auto companies, large scale trials with high-performance auto brand underway. 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. Talga provided an excellent case study on sustainable graphite mining in Sweden during our latest#Batteries4EUevent 'Strengthening European resilience upstream in the battery value chain', in the context of the current Critical Raw Materials Act discussions. I found the following slide to be quite revealing. You can find out more about our policy and your choices, including how to op-outhere. Talga announced an expanded MOU with ABB. 1) Mark commenting on o tweet from the European Investment Bank (EIB) President, Werner Hoyer. Talnode-C and Talnode-Si are currently undergoing customer qualification with numerous parties. General discussion on decarbonised transport, renewables, batteries, graphite, and graphene is also welcome here. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. 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. Create an account to follow your favorite communities and start taking part in conversations. Key takeaways: 1) Mine & production life extended from 22 to 24 years. The hearing represents the FINAL step before the Court hands down it's decision. As this industry grows, theres a coordinated push to establishinternalEV supply chains across the EU. Here is the tweet. The full-scale production is planned for 2023. 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. So how much will Germany want 500k, what about the rest of Europe and then Asia. February 24, 2023 | Reuben Adams, February 21, 2023 | Gregor Stronach, February 14, 2023 | Jack McGinn. Following encouraging early test results, further technical and commercial development of Talnode-Si has been underway at Talgas facilities in Europe. Our lending activity aims to support the regions productivity and environment. Combined they contain JORC resources of 55.3Mt @ 17.5% Cg for 9.7Mt total contained natural graphite. Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. 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