The current investors attitude towards technology companies promising us a greener future by liberating us from the dominance of the combustion engine can be best described by this meme: Talga is a startup which claims that it can increase battery density by 20% and is valued above USD 1 Billion in the latest financing round (Sila Nanos battery tech is now worth over $1 billion). Its that IP investment that is a barrier to entry for other companies. Discovered in 2004, graphene is a super material renowned for its incredible strength and conductivity. Anode producer, Talga Resources, presented at the CSIRO Electromechanical Energy Storage Series. Battery anode producer, Talga resources Ltd, have announced they have increased Talnode-Si production capacity 10-fold due to strong demand and psitive feedback from customers. Do your own DD. The graphite mined over the next few months will supply the EVA pilot plant currently under construction. Talga Resources shares (TLG) are listed on the Australian Securities Exchange (ASX) and all prices are in Australian dollars. This is very similar to Talga's anode production ramp up, which will have capacity to deliver 100 GWhr of anode material by 2025 - 2026 (assuming mine permits released on schedule). Some subs dont allow seeking alpha sites. Talgo will also have the lowest meissions per tonne of anode, with less than 5% of the CO2 emissions per Tonnecompared to Chinese competitors. 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 2) Mark Thompson flagged an increase / expansion in production is forthcoming in updated feasibility / scoping studies, due to increasing customer demand. This is due to the increasing supply / demand imbalance, an the increase in quality of the anode material (refer point 2 above). Also, value add for R&D/product pipeline potential. I found the following slide to be quite revealing. British manufacturers and those in other parts of Europe want to move more of the supply chain for batteries used in electric cars and renewable energy away from China and closer to their plants, a survey showed on Tuesday -. Talga went public with their breakthrough in early 2014, and by 2015 decided to set up a pilot plant in Germany to scale up the process and make nanomaterials from their graphite ore. For that they needed more metallurgists, more engineers, and more scientists. The immediate plan is setting up the design, implementation and start-up of the process for making materials from mined ores for lithium ion batteries. Trades cannot be saved or cancelled while they are pending-processing. It is unclear to me what design studies mean or how significant this is in relation to design completion. The proceeds will be used to fund Vittangi Anode Project early works, including earthworks and site infrastructure at the Lule anode refinery site, commencement of procurement of anode equipment and detailed engineering, scaled up EVA production, silicon anode scale-up including securing commercial site, and general working capital (including costs of the Placement). 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? Niska Scoping Study to evaluate the significant capacity expansion of the planned Anode Project in November 2020. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. That remains one of the worlds greatest breakthroughs when it comes to graphene.. Talga (ASX:TLG) began listed life as a gold explorer in 2010. 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. Step up funding for strategic industrial development for clean tech production. I however also know that the TAM is so large that there is ample room for many players. Back of envelope price target Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. Elon Musk might be dumping Tesla stock, but one prominent investor just bought in ; If they can do this, graphite will not be required in Tesla Lithium ion batteries. I am interested in biotech, mining, natural resources and technology and have been active on the stock market since 2007. 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. It appears Verkor is looking to secure a significant chunk of Talga's anode production capacity. Responsibilities will include optimizing mine designs and liaising with engineering and mining personnel to ensure the mine plans are executed efficiently and safely. Extended to 31 March 2023 and this extension is expected to align with expected finalisation of execution plans. Talga Resources has a trailing 12-month revenue of around $16,420. Unfortunately, these engagements are under active non-disclosure agreements. Lithium hydroxide (a processed form . 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. Talga Group ("Talga") 100% own a number of graphite projects located in northern Sweden. It is 1 million times smaller than the diameter of a single hair, yet it is 200 times stronger than steel and still lightweight and flexible. Couldn't help but notice Managing Director, Mark Thompson recent increase in activity on Twitter. 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. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. Local supply isnt just strategically important but can be mandated by the financiers and local governments. Talga has successfully commissioned and is now operating its Electric Vehicle Anode (EVA) qualification plant in northern Sweden to supply coated anode for battery customer qualification The EVA plant uses graphite concentrate from the Company's wholly-owned Vittangi Graphite Project to produce Talga's flagship Li-ion battery anode product . Talga is also engaged in advanced discussions and due diligence processes with other parties under NDA regarding project financing and partnerships. "Strengthening European resilience upstream in the battery value chain" - wound forward to Talga presentation. Get the latest Stockhead news delivered free to your inbox. Battery anode developer Talga Resources has announced that it has received a commitment for a ~AU$1.8 million (around USD1.3 million) UK Government grant to complete a feasibility study into the commerciality of a Talga UK Anode Refinery. Talga will have production capacity of 19 000 Tonnes per annum by 2024, and report they have EOIs from battery manufacturers for more than 300% of this capacity. Pretty good, and opens up new markets, such as aircraft, which require high power densities. Talga Resources Ltd (ASX:TLG) is listed on the Australian Securities Exchange. Lunch Update Expect a material re-rate once JV partnership is finalised (if favorable) & if mining permits granted. 2) Looking to partner to raise the other 40% - Thereby Talga likely to hold 60% stake in anode business. Talnode-Si is a composite of graphite, graphene and ~50% silicon designed to significantly boost battery energy capacity when blended into existing commercial graphite anode materials. What are the biggest challenges of flying personal transportation? Following encouraging early test results, further technical and commercial development of Talnode-Si has been underway at Talgas facilities in Europe. Has a world class product that's a necessity within the EV industry, however Graphine gives it another string to its bow. There is significant risks in permitting, financing, and offtake agreements. 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. 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. Commissioning to be completed by late March, with the project under budget. Get the latest stock news and insights straight to your inbox. "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.". Additionally, seeing such shallowand high grade mineralisation extending from our drilling and deposits up to 3km awaydemonstrates the consistency of this world-class graphite supply for more sustainablebattery manufacturing within Europe.. You will be responsible for environmental issues related to Talgas mining operations in Nunasvaara (Vittangi) and planned plant in Lule. Talga reported to the market the MOU signed with LKAB (Swedish govt owned)and Mitsui has been extended to November 30, 2021. Talga owns Europe's largest natural graphite . Govt backed debt (such as backed by SERV), enable lower lending rates on debt finance. Stockhead is providing factual information where there is a reasonable likelihood of doubt. Since graphene was discovered, scientists around the world researched different graphene applications. For Talga, there are big economic and performance advantages to becoming Europes first anode producer. Upgrade your membership to unlock all content. Talga Resources (ASX:TLG) Company Profile Talga is a vertically integrated advanced battery anode material and graphene additives company headquartered in Perth, Western Australia, and listed on the Australian Stock Exchange since 2010. 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). The Company is focused on graphite exploration, research and development. Mitsui, at their discretion, will have the non-exclusive right to negotiate and enter into relevant binding agreements prior to the MoU expiry date on 31 March 2023. The extension date is aligned with expected finalisation of execution plans as well as required permitting and approvals. Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. 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. EVA plant installation scheduled to begin in Q4 2021. 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. Tesla zaala do. Here are the slides for Talgas presentation over the next 2 days at the Batteries Magafactories Berlin Event, https://www.talgagroup.com/irm/PDF/169ae087-bf7c-432a-9e3f-775252a74869/TalgaPresentationBenchmarkBatteryMegafactories2022. Talga Group Ltd is a technology minerals company. Morning Update So one day soon 1 million tonnes @ $12k basket. 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. Under the Swedish Environmental Code, deposits of valuable substances or materials can be defined as being of national interest, meaning municipalities and central government agencies may not authorize activities that might prevent or significantly hinder exploitation of the mineral deposit. AMATI STRATEGIC METALS: Duo behind 90m fund are really showing their mettle. Australian advanced materials technology company Talga Resources Ltd announced positive initial test results from the development of its graphene silicon lithium-ion anode in the UK.. 37m @ 29.6% Cg, 103m @ 17.9% Cg (from 55m) NIS22006 incl. I have no business relationship with any company whose stock is mentioned in this article. Talga). Market Close Update Global graphite demand to increase 400% by 2040, and 100% of which is currently imported into the EU. 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. For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. (Graphene Week 2018 Company Presentation, Page 8). The MoU was then extended and expanded in December 2021 (ASX:TLG 13 December 2021). It was a veritable candy shop of mineralisation, says managing director Mark Thompson. 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?? 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. Plant design completed, and major equipment is ordered. Talga is developing graphene products for additives to coatings, batteries, concrete and epoxy composites. Content is delayed by one month. Battery materials like Lithium, Nickel, and Cobalt get more media attention than Graphite. Nice! We note that's an . We look forward to fast-tracking the development and commercialisation of Talnode-Si as part ofour vertically integrated business strategy to provide high performance anode material at acompetitive price and produced to the highest environmental standards.". Processing steel slag to extract vital elements sure beats dumping the slag into landfill or even repurposing as road base. 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. It is set to benefit from its proximity to the wakening beast that is Europes electric vehicle manufacturing sector. However, Niska permit applications were lodged last year. There are so many potential application fields that even Wikipedia has a standalone article on the potential application of graphene. Negotiations with potential funding partners havecommenced and the Company has formed the view that there are reasonable grounds to assume thelikelihood of these funding options to be available to the Company as and when required. 90m @ 30.8% Cg (from 155m) NUS21008 incl. Finally, even though there are no definite plans about it now, I count on a possible listing in the US in 2021. Talga expecting to sell one tonne of anode at $11250. For Talga to be a qualified supplier of an IPCEI is a big deal IMO, and improves the chances of receiving good finance arrangements with investment banks currently in negotiation with Talga. Note: Talga will need more cash within the next 6 months. This field is for validation purposes and should be left unchanged. Our ambition is to enable the worlds most sustainable battery and consumer products. (Company Presentation CSIROE October 2020, Pages 6 and 18). But for all these companies, graphene is a major part of the business, and most of the companies are pure-play graphene companies.
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