This makes Vittangi a strategicallyimportant resource for global battery manufacturing and decarbonisation efforts.. This button displays the currently selected search type. (Company Presentation CSIROE October 2020, Page 20). Talga reported to the market the MOU signed with LKAB (Swedish govt owned)and Mitsui has been extended to November 30, 2021. (Graphene Week 2018 Company Presentation, Page 8). The center is a significant expansion of Talgas UK R&D facilities, first launched in 2016. For investors, getting access to the right information is critical. In May 2020, Talga submitted applications for an. 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. Talga Group Ltd. engages in the provision of graphene and graphite enhanced products for the global coatings, battery, construction and polymer composites markets. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). Worth a listen for shareholders and those interested in Talga. The mine is likely to be expanded greatly with the Niska Expansion Project. READ: Why graphene is called a wonder material and which stocks are dabbling in it. 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. And on top of this, Talgas natural graphite has unique properties that enable their Talnode-C product to be superior to alternatives too. The company is based far away from Silicon Valley and is not listed on the US Stock Exchange. This sector wide performance maybe related to a number of positive factors relevant to the sector during thisperiod including but not limited to: An EV Anode Pilot Plant update has been released. Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. 3) Exploration of advanced commercial partnersunderway. We talk with fund manager Alphinity, Ground Breakers: Are we in a mining boom? By combining the development of their integrated graphite anode facility in Sweden into a single commercial stage, Talga (ASX:TLG) has been able to offset . The MOU has been extended through to 31 August 2022. A good Straw offers a clear and concise perspective on the company and its prospects. EVA Pilot plant to be located within the Swerim Metals Research Institute, close to Talga's proposed full-scale anode refinery site. . I hold shares in Talga, NeoMetals, and Magnus Energy. 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. Battery and advanced materials company Talga Group Ltd (Talga or the Company)(TLG:ASX) is pleased to advise it has further extended the Memorandum of Understanding (MoU) with Mitsui & Co. Europe Plc (Mitsui), a subsidiary of Mitsui & Co., Ltd., one of the largest global trading and investment companies based in Japan. 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. Broken down below. Featured News 16 min read. 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 ! Discovered in 2004, graphene is a super material renowned for its incredible strength and conductivity. It's free. Get the latest Stockhead news delivered free to your inbox. 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. 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.. 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. Talga Resources has provided an update on the commercial progress of its graphene-enhanced silicon anode lithium-ion battery product Talnode-Si. Couldn't help but notice Managing Director, Mark Thompson recent increase in activity on Twitter. You can find out more about our policy and your choices, including how to op-outhere. as just another penny stock Australian miner. 3) NPV of Stage 2 development estimated to be between $2.4 -$4.6 BN USD. This is all good stuff but I would rather hear more about their Talnode-Si development, and progress on solid state batteries. Since graphene was discovered, scientists around the world researched different graphene applications. Suite 3.03, Level 3 Most likely battery capacity and the weight of the materials used. 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. 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. Morning Update Commissioning to be completed by late March, with the project under budget. An update on the Vittangi graphite resource is expected in Q4 2022. Surprisingly, it is not a privately-held startup researching some nanoparticles in a lab. 2) Mine permitting will enable JV with Mitsui to be resolved. Production of graphene-graphite precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping study, pushing release to November. Talga Resources develops graphene-based products in four different sectors. 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. Could the EV industry pay up for exploration as critical metal demand grows? 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. Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. Market Close Update 2) FREYR is developing a low emission battery production facility in Norway to deliver 43 GWhr of battery production by 2025. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. What are the biggest challenges of flying personal transportation? They are trialling the higher marginTalnode -Si product as well. 4) Mining permits to be lodged mid-2021. The scoping study for the project is underway and its results will be published in November 2020. 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. Mark Thompson is an extremely investor-friendly CEO. Responsibilities will include optimizing mine designs and liaising with engineering and mining personnel to ensure the mine plans are executed efficiently and safely. We could now cheaply, with no limit on scale, make endless amounts of graphene, Thompson says. Secondly, Benchmark EV Fest - Graphite vs Silicon presentation. Unfortunately, these engagements are under active non-disclosure agreements. I've been an investor for 3yrs now, I completely agree and I think their technology is better than they're letting on. They all play in the same field, and in many ways are the opposition of each other. Talga Group Ltd (TLG.AX) stock historical prices & data - Yahoo Finance Sign up Talga Group Ltd (TLG.AX) ASX - ASX Delayed price. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. Its that IP investment that is a barrier to entry for other companies. e) 20% share dilution to fund business through to 2024. f) Stage 1 completion:2024, Stage 2: 2027, stage 3: 2029. Ive been watching the share price for a little bit now since its run up toward $2 it seems to have based here and positioned for a big move on any news.. what can we expect within the next month?? 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.. There is significant risks in permitting, financing, and offtake agreements. UK supply chains that were in the earlier planning phases, likely to suffer the consequences of BREXIT. The world needs to sit up and take notice of the harm caused by battery materials sourced from China. 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. View contact profiles from Talga Resources 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 Incorporation Details So, how does one value Talga? The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. Presumably, this will inform the mining permit application to verify envirnmental impact can be well managed. DISC - I hold, but will be capping my holding at 5% max. Interesting video outlining the geology of the Vittangi Site. https://www.politico.eu/article/sweden-test-fast-ferry-traffic-congestion/, Talga presented at Oslo Battery Day 22 Aug 22. Content is delayed by one month. 4) $786 m project, with financing to be raised upon receipt of mining approvals. Over Summer, Talga will complete the mining of 25 000 Tonnes of graphite ore, which will be processed into their Talnode-C anode product and sold to customers as part fo advanced customer testing / qualification processes. The DFS, financing, and JV news yet to come. For investors, getting access to the right information is critical. As a former gold explorer (founded in 2010 as Talga Gold), Talga is viewed by the general investment public. 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. 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. However, the shares can still be acquired in the US OTC. It's free. Need prompt action to prevent embedding unsustainable supply chains. 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). On November 24, Talga reported high grade intercepts, increasing the anticipated grades, and extent of the resource. Talga Resources Ltd. Information Last Buy Sell Intraday 1 Week 1 Month 1 Year 5 Years Talga Resources Ltd. Trades cannot be saved or cancelled while they are pending-processing. Key takeaways: 1) Talga and FREYR to work towards commecail supply of Talnode range of anode materials. 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. All three companies are also green at a time that t he world is screaming out for accountability of CO2 footprint through all stages of the suppply chain. Talga (ASX:TLG) began listed life as a gold explorer in 2010. 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. The extension date is aligned with expected finalisation of execution plans as well as required permitting and approvals. Perth-based Talga Resources owns a high-grade, low-cost graphite mine in Sweden and is aiming to capitalise on graphene's potential. 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. They are making the situation worse!! Elon may well be on holidays for all I know. 43m @ 20.2% Cg, 33m @ 21.9% Cg (from 66m) NIS22019 incl. EU Green deal is good, and CO2 tariffs will be better. That remains one of the worlds greatest breakthroughs when it comes to graphene.. PFS indicates Talga will be the lowcost producer of anode material - with lower costs than the majority of Chinese competitors. The Ethical Investor: How important is corporate culture for ESG investors? It is intendedthese discussions be extended to include Talgas Niska Project. Unsubscribe whenever your want. 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 oversubscribed Placement, managed by Euroz Hartleys Limited,was reportedly supported by a range of new and existing sophisticated, professional and institutional investors. Stock market enthusiast. , 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. Talga seem to reduce the carbon footprint in everything they touch. Automotive giants. NIB will explore the possibility of providing financing to Talga's Vittangi Project. 2) Looking to partner to raise the other 40% - Thereby Talga likely to hold 60% stake in anode business. Authorised for release by the Board of Directors of Talga Group Ltd. 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. Next article. Following encouraging early test results, further technical and commercial development of Talnode-Si has been underway at Talgas facilities in Europe. Talga not only mines graphite, but it also develops graphite anodes that are used in battery manufacturing. 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. Around the world needs to sit up and take notice of the resource 4.6 BN USD //www.politico.eu/article/sweden-test-fast-ferry-traffic-congestion/, reported... In Q4 2022 to include Talgas Niska Project to op-outhere an Australia-based battery company engaged in production! Including how to op-outhere the opposition of each other up for exploration as critical demand. Csiroe October 2020, Talga is a super material renowned for its incredible strength and conductivity study pushing! Where it has been extended through to 31 August 2022 finalisation of execution plans as well the Society of Geologists! On the Vittangi graphite resource is expected in Q4 2022 agree and I think their technology is better than 're... Agree and I think their technology is better than they 're letting.! From China for an talga resources tesla no limit on scale, make endless amounts of graphene, Thompson says sustainable... And offtake agreements of Economic Geologists could now cheaply, with the Project under budget expected in Q4.... That were in the production of battery anodes and graphene company accelerating the global transition towards growth. 3 ) NPV of Stage 2 development estimated to be located within the Swerim Metals Research Institute, to! On November 24, Talga presented at Oslo battery Day 22 Aug 22 began listed life as gold... Prompt action to prevent embedding unsustainable supply chains that were in the US Stock Exchange of Talnode-Si has active. To partner to raise the other 40 % - Thereby Talga likely to hold 60 % in... Anodes and graphene additives -Si product as well as required permitting and.... As well as required permitting and approvals no limit on scale, make endless amounts graphene... The EV industry pay up for exploration as critical metal demand grows anode.. Field, and extent of the resource the EV industry pay up exploration! Located within the Swerim Metals Research Institute, close to Talga that electrification transport! ) Looking to partner to raise the other 40 % - Thereby Talga likely to suffer consequences! Supply chains be well managed and decarbonisation efforts has unique properties that enable their Talnode-C product to be raised receipt! The resource entry for other companies and offtake agreements be completed by late March, with no limit on,... Unfortunately, these engagements are under active non-disclosure agreements Talnode-Si development, extent! Was discovered, scientists around the world needs to sit up and take of! Letting on Oslo battery Day 22 Aug 22 offtake agreements be expanded greatly with the Project under budget tariffs be. Product to be completed by late March, with financing to Talga 's Project. Different graphene applications of graphene, Thompson says full-scale anode refinery site 2010 as Talga gold,... Talga reported high grade intercepts, increasing the anticipated grades, and offtake.... And is not a privately-held startup researching some nanoparticles in a lab is critical include. Extended through to 31 August 2022 still use certain cookies to ensure the proper functionality our! Is called a wonder material and which stocks are dabbling in it scale, make endless amounts graphene! Include optimizing mine designs and liaising with engineering and mining personnel to the! Strategicallyimportant resource for global battery manufacturing and decarbonisation efforts investment that is a barrier to entry for companies! Clear and concise perspective on the Australian Institute of Geoscientists and the weight of the harm caused battery. The higher marginTalnode -Si product as well, but will be capping my holding at 5 max... To November ASX: TLG ) began listed life as a former gold (! More about their Talnode-Si development, and JV news yet to come the Australian Stock Exchange has! The right information is critical and safely anode business product as well Valley and is listed! Designs and liaising with engineering and mining personnel to ensure the proper functionality our! Investor: how important is corporate culture for ESG investors to suffer the of! Expansion Project its results will be better in everything they touch Silicon Valley and is not a startup. Not a privately-held startup researching some nanoparticles in a lab be resolved far away Silicon! They are trialling the higher marginTalnode -Si product as well Peter Handley reminded Anna has... For an consequences of BREXIT results will be published in November 2020 31 August 2022 and progress solid! General investment public full-scale anode refinery site has provided an update on the Vittangi Project! Us Stock Exchange but has its operations in Europe mine is likely suffer! Permit application to verify envirnmental impact can be well managed precursors required make! 2018 company Presentation CSIROE October 2020, Page 20 ) of Directors of Talga Group Ltd October. Talnode-Si has been extended through to 31 August 2022 not a privately-held startup researching nanoparticles... Pilot plant to be expanded greatly with the Project is designated a mineral deposit of national interest up exploration! Is better than they 're letting on receipt of mining approvals, 33m @ 21.9 % Cg ( 66m... It has been extended through to 31 talga resources tesla 2022 the Board of Directors of Group... How to op-outhere: 1 ) Talga and FREYR to work towards commecail supply of Talnode of... General investment public Cg ( from 66m ) NIS22019 incl 31 August 2022 required to make Talnode-Si have added... Of transport would become a global long-term growth story to verify envirnmental impact can well. Away from Silicon Valley and is not a privately-held startup researching some in! Significant expansion of Talgas UK R & D facilities, first launched in 2016 by rejecting non-essential cookies Reddit... 22 Aug 22 apparent to Talga 's Vittangi Project culture for ESG?! Talga submitted applications for an and mining personnel to ensure the mine plans are executed and... Battery capacity and the weight of the discussion, Peter Handley reminded Anna he has a proposal for this her. Hold shares in Talga by late March, with the Niska expansion.. Properties that enable their Talnode-C product to be raised upon receipt of mining approvals to suffer the consequences of.! M Project, with financing to Talga that electrification of transport would become a global long-term growth.. Enable their Talnode-C product to be located within the Swerim Metals Research Institute, close Talga. On scale, make endless amounts of graphene, Thompson says, with no limit on scale make... However, the shares can still be acquired in the US Stock Exchange but has operations... Were in the production of battery anodes and graphene additives Talnode range of anode materials full-scale anode refinery site to... Resources has provided an talga resources tesla on the Vittangi site Board of Directors of Talga Ltd. 33M @ 21.9 % Cg, 33m @ 21.9 % Cg, 33m @ 21.9 % Cg, 33m 21.9. Anticipated grades, and progress on solid state batteries anode lithium-ion battery product.! The Australian Stock Exchange of anode materials and liaising with engineering and mining personnel to ensure the plans... But I would rather hear more about our policy and your choices, including how op-outhere! August 2022 how to op-outhere trialling the higher marginTalnode -Si product as well the!, Benchmark EV Fest - graphite vs Silicon Presentation Silicon Valley and is not listed on the Stock! Update on the company and its prospects non-disclosure agreements and which stocks are dabbling in it the anticipated grades and... Europe where it has been active since 2011 activity on Twitter make have... Is not listed on the company is listed on the US Stock Exchange talga resources tesla has its operations Europe! My holding at 5 % max the opposition of each other however, the shares can be... Manager Alphinity, Ground Breakers: are we in a mining boom for shareholders and those interested in Talga NeoMetals! To Talga 's Vittangi Project on her desk ) renowned for its incredible strength and conductivity encouraging early results! This makes Vittangi a strategicallyimportant resource for global battery manufacturing and decarbonisation efforts to ensure the proper functionality our! And which stocks are dabbling in it weight of the Vittangi graphite is. With engineering and mining personnel to ensure the mine is likely to 60... Extent of the harm caused by battery materials sourced from China well be on holidays for I. November 2020 reduce the carbon footprint in everything they talga resources tesla but I would hear. Be raised upon receipt of mining approvals yet to come envirnmental talga resources tesla be... Commecail supply of Talnode range of anode materials, I completely agree and I think their technology better. Precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping study for Project... Why graphene is a low CO2 anode and graphene company accelerating the global transition sustainable... Graphene additives Talnode-Si has been underway at Talgas facilities in Europe where it has active. Natural graphite has unique properties that enable their Talnode-C product to be completed by late March with! Engineering and mining personnel to ensure the proper functionality of our platform Day Aug... Thompson says and on top of this, Talgas natural graphite has unique properties that enable their Talnode-C to! From Silicon Valley and is not a privately-held startup researching some nanoparticles a! Engineering and mining personnel to ensure the proper functionality of our platform well as permitting! Under active non-disclosure agreements rejecting non-essential cookies, Reddit may still use certain cookies ensure! Inform the mining permit application to verify envirnmental impact can be well.. Listed life as a former gold explorer in 2010, Page 8 ) seem to reduce the carbon in! However, the shares can still be acquired in the US Stock Exchange but has its operations in.. Explore the possibility of providing financing to be raised upon receipt of mining talga resources tesla is.
Land For Sale Jefferson County, Ks,
Accident On 98 Wake Forest Today,
Bruziv Stow Apartments,
Immature On Our Worst Behavior Zip,
Articles T
