Contact Details. The MOU has been extended through to 31 August 2022. Key takeaways: 1) Mine & production life extended from 22 to 24 years. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). 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. Its that IP investment that is a barrier to entry for other companies. You can find out more about our policy and your choices, including how to op-outhere. 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. Graphene is a two-dimensional atomic-scale material, that is made of a single layer of carbon atoms. Talga still owns those legacy projects, but graphite was always the focus. The two biggest challenges of graphene are scalability and price. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. 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. 2) FREYR is developing a low emission battery production facility in Norway to deliver 43 GWhr of battery production by 2025. Talga aims to elevate the capabilities of the Saudi society to achieve s sustainable development with a . Board (CAB) stated the Project's closure risks, reindeer herding risks, and water quality risks could be successfully managed, and that t. The Swedish Environmental Protection Agency and Swedish Agency for Marine and Water Management have advised they will not be making further submissions, following prior consultations throughout the project. Firstly, paydirt's Battery Minerals Conference. I am interested in biotech, mining, natural resources and technology and have been active on the stock market since 2007. Talgas mine and anode production facility is located in Sweden, a country with almost half of the electricity production which is covered by hydroelectric power stations. The raise was reportedly oversubscribed and was supported by a range of institutional investors. Extended to 31 March 2023 and this extension is expected to align with expected finalisation of execution plans. This field is for validation purposes and should be left unchanged. As of the last closing price of AU$1.76, shares in Talga were trading +27.72% higher than their 200 day moving average. 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. 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 new EVA plant allows Talga Group to demonstrate it can delivery quality anode materials at scale. Here is the tweet. The remaining 23 holes demonstrated the continuation of the high grade ore, reporting grades of up to 50.3% graphite. It is intendedthese discussions be extended to include Talgas Niska Project. For investors, getting access to the right information is critical. One would expect Talga Resources to be extremely overvalued by now. Stockhead is providing factual information where there is a reasonable likelihood of doubt. Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. It appears EIB has been doing due diligence on Talga's development. A 35 fold increase. Vincenzo Conforti - Head of Govt. Talga Resources shares (TLG) are listed on the Australian Securities Exchange (ASX) and all prices are in Australian dollars. 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. Please. Graphite is significantly closer to the surface than anticipated, with just 0.5 - 3 metres of soil and cover. Presumably, they bring a great deal of mining development IP to the table, and local knowledge. This is required for the final customer validation phase for anode materials. The center is a significant expansion of Talgas UK R&D facilities, first launched in 2016. Excellent deep dive into Talga Resources' Product here. You will work with: exploitation permits, water samples, environmental impact monitoring, documentation, project environmental plans. 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. It's free. EU Green deal is good, and CO2 tariffs will be better. The project is currently in the permit stage where Talga is expected to be able to start establishment shortly.". 10x revenue for a fast growth business is not unreasonable. https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. Our lending activity aims to support the regions productivity and environment. They are trialling the higher marginTalnode -Si product as well. For those curious about the Talga story, you can here the CEO presenthere. Additionally, the trial qualification programs that have been underway for a long time might result in contract wins for Talga that might be announced shortly. As this industry grows, theres a coordinated push to establishinternalEV supply chains across the EU. 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. 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. However, since its discovery, most of the unique graphene characteristics remain in the lab. Thats a substantial profit margin. The current first program for the Kirchardt plant is a small-series production of modules, packs and . This is also known as Online Behavioural Advertising. Plant design completed, and major equipment is ordered. This is consistent with the delays in mine approvals, which were originally programmed to be issued by end of Q1 2022, and which appear to have slipped to Q3/Q4 2022, given the land & environment court hearing is scheduled for Q3/Q4 2022. The MoU was then extended and expanded in December 2021 (ASX:TLG 13 December 2021). "It is clear that the Australian-Swedish company Talga Resources, which manufactures battery components for, among other things, electric cars, will establish itself in the area.". 1.Introduction. Unlike battery metals like lithium, which are traded on the basis of purity, graphite anode is an advanced product that requires testing in batteries by the customer at increasing volumes before long-term contracts are signed. https://www.politico.eu/article/sweden-test-fast-ferry-traffic-congestion/, Talga presented at Oslo Battery Day 22 Aug 22. quality control labs) and Germany (processing technology scale-up and graphene production). Here is the tweet. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. 3) FREYR is currently building a battery pilot plant which will, coincidentally, begin production about the same time as Talga's pilot plant. General discussion on decarbonised transport, renewables, batteries, graphite, and graphene is also welcome here. For example, through partnerships for project finance. Talga Group will burn $10-20 m in capital due to this delay. Pretty good, and opens up new markets, such as aircraft, which require high power densities. Honda Declares All Sales Will Be Electric Vehicles by 2040. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. Talga successfully completes USD$27 million institutional placement, Talga opens UK center for battery material technology, Talga updates on anode material testing results and plant expansion plans, Talga and Mitsui collaborate on battery anode project, Public graphene companies reach almost $2 billion in market value, Talga reports positive results from marine real-world testing of its graphene-based coatings, Talga launches fully underwritten USD$18.8M placement to accelerate Vittangi Anode Project development, Talga Resources receives government grant for anode refinery feasibility study, Talga Resources fast-tracks graphene-enhanced silicon anode product. The world needs to sit up and take notice of the harm caused by battery materials sourced from China. Continuing to tick all the right boxes with resource recovery and green initiatives.These Life Cycle Analysis requirements are going to place companies like Talga in the limelight. Automotive giants. Production of graphene-graphite precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping study, pushing release to November. Everything was going really well, but the timeline for brand new materials to enter production can be long, Thompson says. Tesla zaala do. Interesting Tweet. 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. Preliminary Feasibility Study (PFS) indicates potential pre=tax annual profit of $188m USD, an IRR of 55%, based on planned production capacity of 19 000 Tonnes per annum. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. I found the following slide to be quite revealing. The combination of durable light-weight materials and high capacity electric batteries will lead to the adoption of flying personal vehicles one day. Market Close Update 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. In boosting our graphite mineral resource, we are also boosting our ability to supply sustainable anode products and setting Talga up to become a major supplier to the worlds fastest growing Li-ion battery markets.. Large scale geophysical survey identifies 600 m long conductor adjacent to planned concentrator site. I suspect, from Talga composing a tweet to introduce this story, that they are involved in this high speed electric powered ferry initiative. (Error Code: 100013) LEADING THE BATTERY METALS REVOLUTION Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). The Company is now finalising the environmental permit for the Lule anode refinery site. The company mines graphite in Sweden, operates a test processing facility in Germany under Talga Advanced Materials GmbH and has a product development arm, Talga Technologies UK Ltd located in Cambridge, UK. 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. Vancouver, February 27, 2023 - Sienna Resources Inc. (TSXV: SIE) (OTC Pink: SNNAF) (FSE: A1XCQ0) ("Sienna" or the "Company") is pleased to announce that, further to its News Release dated February 21, 2023, it has completed the first tranche of its private placement (the "Offering"), pursuant to which it issued an aggregate of 47,870,000 units (each, a "Unit") at a price of $0.05 per Unit for . Trading- und Aktien-Chat - ffchenNotToGo schreibt: 28.02.2023 22:15 Dow Jones schliet im Minus Anleger begeben sich auf Suche nach Orientierung https:/ Ideally even joint venture for the mining operation, maybe US listing. 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. 6)Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Talga is building a European source of advanced battery anode materials and graphene additives, to offer graphitic products critical to its customers innovation and the shift towards a more sustainable world. Development will include battery materials lab, and battery cell making facilities for cycle testing. Theres so much money to be had in battery recycling. 1) key milestone of Vittangi DFS relaese - refer to previous straws. 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. 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. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. Click for membership options. The company mines graphite in Sweden, operates a test processing facility in Germany under Talga Advanced Materials GmbH and has a product development arm, Talga Technologies UK Ltd located in Cambridge, UK. Need prompt action to prevent embedding unsustainable supply chains. (Company Presentation CSIROE October 2020, Page 16). We need to share the posts on this group with other stock groups. But the UK has indicated it wants 200k tonnes, and TLG is already looking at further expansion. 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