Couldn't help but notice Managing Director, Mark Thompson recent increase in activity on Twitter. 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. Talga Resources shares (TLG) are listed on the Australian Securities Exchange (ASX) and all prices are in Australian dollars. Get the latest stock news and insights straight to your inbox. It will take Talga's pro forma cash position (before costs) at 30 September 2022 to A$27 million (around USD $17,255,000). 3) JV agreement and project financing by November. Need prompt action to prevent embedding unsustainable supply chains. It confirms Talga groupare pushing ahead with developing the trial mine and pilot plant. On the eve of the announcement of the SPP results, Talga Group's largest shareholder, Smedvig has completely sold out of Talga Group, via a bookbuild at what appears to be the SPP price of $1.45. Honda Declares All Sales Will Be Electric Vehicles by 2040. Talga, with its proximity to LKABs existing mining operations in Northern Sweden, may offer synergies with resources, skills and infrastructure. 84m @ 20.2% Cg (from 15m) NIS22005 incl. The new target at our Aitik East copper project is another positive development. 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. Suite 3.03, Level 3 Their three advanced projects are Vittangi, Jalkunen and Raitajrvi. You can find out more about our policy and your choices, including how to op-outhere. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. 4) Project program slips to 2024, a 6 to 12 month delay form previous guidance. Key takeaways: 1) Talga and FREYR to work towards commecail supply of Talnode range of anode materials. 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.". Talga Resources also recieved $520K to complete a preliminary feasibility study into the commercialisation of their Talnode-Si product, with a view to assessing the production of this product in the UK. I have never posted here before, but do not like the lack of information available to the investor. 4) Detailed Feasibility Study to be released by June 30 for Stage 1 plant to start operation in 2023. I like that this company is in the new battery sector, and the graphite industry as well. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. The DFS, financing, and JV news yet to come. Livent should benefit from. Talga owns Europe's largest natural graphite . Our customers are the OEMs and brand names of the world., >> Now watch: 90 Seconds With Mark Thompson, Talga Resources. A note about relevant advertising 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. PFS indicates Talga will be the lowcost producer of anode material - with lower costs than the majority of Chinese competitors. As we reported earlier this year, graphene stocks have risen nicely towards the end of 2020, and the trend continues in 2021 for most companies. For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. 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. Talga as we all know is one remarkable company, just need to be made more well known to the everyday invester. Mr Phillips previously constructed and managed operations and implemented growth strategies for offshore smelting businesses. Commercial production scheduled for 2024 commencement. LKABs rationale for the interest in Talga. Suggested the EU Innovatino Fund (Green Deal) needs ot be extended to include all parts of the battery supply chain (i.e. 5) Confirmed 19 000 Tonne per annum Stage 1 plant is on track to beup and running in 2023. The company has raised additional equity in the past and have done it in an investor-friendly manner. In the short to medium term, strong demand. 1) key milestone of Vittangi DFS relaese - refer to previous straws. In simple terms, it buys stakes in companies that mine the metals crucial in the manufacture of everything from electric cars, solar panels and giant . 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). 4) Regulatory approvals for Stage 1 by March 2022. Targa Resources Corp. Its going to cost Talga an estimated $US1,852 ($2,725) to produce each tonne of Talnode-C, which is expected to sell to battery makers for roughly $US11,250/t. They want to make anode battery material in Europe, with greenly extracted graphite. Straws are discrete research notes that relate to a particular aspect of the company. Suite 3.03, Level 3, 46 Colin Street, WEST PERTH WA 6005 . Please visit the forums tab for general discussion. 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. 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 . Learn More. This company is about to give everyone a Master Class soon, Undervalued Talga. But the UK has indicated it wants 200k tonnes, and TLG is already looking at further expansion. I found the following slide to be quite revealing. Our ambition is to enable the worlds most sustainable battery and consumer products. The results are an improvement on resource drilling to date, and include: The high grade and large scale of our100% owned Vittangi graphite deposits are truly world class and provide a uniqueopportunity to make massive amounts of anode for batteries from minimal volumes of ore.Across the length of the Nunasvaara South deposit, just 1 metre depth of extracted ore canfeed 1 year of planned 19,500tpa anode production. 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. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. If we are, it aint like the last one, ASX Renewable Energy Stocks: Talga grows graphite resource to cash in on EU battery grab, Resources Top 5: A 1460g/t gold hit, more lithium, and Europes first battery anode factory goes live, Market Highlights and 5 ASX Small Caps to watch on Thursday, You can find out more about our policy and your choices, including how to op-outhere. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. 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. 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. Look out for the potential for something out of left fieldin the form of direct investment to accelerate Talga's development of Stage 2. Key takeways: 1) Talnode-Si approach is focused on a practical, scalable solution for silcon anode dosing, using Talga's proprietary graphene coating technology. ( Graphene Week 2018 Company Presentation , Page 8) The ones that can be meaningfully scaled mid-term are coating and . The evaluation period was set for 12-18 months, meaning that the results can become available anywhere between January and July 2021 (New Graphene Coating Large Scale Trial). Especially when considering Vulcan is actually carbon negative! That remains one of the worlds greatest breakthroughs when it comes to graphene.. It was a veritable candy shop of mineralisation, says managing director Mark Thompson. The area is now being prioritised for further diamond core drilling over the next month. And while it explored those projects quite successfully following the IPO, the company didnt see them growing into company makers. Guarav's main criticisms were the company's sub-par financials, expensive admin costs and insufficient capitalisation. Offtake agreements and financing to by end of Q2 2023. EDIT: Key outcomes that are potential tailwinds & a threat! Special Report: Talga Resources is not your everyday, aspiring graphite miner. There are so many potential application fields that even Wikipedia has a standalone article on the potential application of graphene. as just another penny stock Australian miner. Some test results of product trials. We talk with fund manager Alphinity, Ground Breakers: Are we in a mining boom? 2) Mark Thompson flagged an increase / expansion in production is forthcoming in updated feasibility / scoping studies, due to increasing customer demand. Talga then set up an R&D centre in Cambridge, one of the top graphene universities in the world. The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. I am not receiving compensation for it (other than from Seeking Alpha). Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. This will in turn enable financing, and commercial negotiations to be fianlised. make serious money over its initial 22-year life, 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. A. The feedstock from the trialmine will be used for advanced qualification trials at our EVA anode plant with arange of global customers as we scale up towards commercial production in 2024.. I've been buying every week/month for 6 months. Scoping studies underway to expand Anode production (Niska Scoping Study) well above 19000 tonnes per annum. 2) Commercial samples in multitude of testing programs with battery / auto companies, large scale trials with high-performance auto brand underway. Expecting the definitive feasibility study in March. Does anyone have an idea what the correct market cap could be for Talga and the logic and rational for expectation. Could the EV industry pay up for exploration as critical metal demand grows? Lunch Update They applied to mine 100k for 22 years. 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. Some key takeaways: European battery production to grow by around 275 GWhr per annum over the next 10 years. Trading- und Aktien-Chat - ffchenNotToGo schreibt: 28.02.2023 22:15 Dow Jones schliet im Minus Anleger begeben sich auf Suche nach Orientierung https:/ Extended to 31 March 2023 and this extension is expected to align with expected finalisation of execution plans. Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. Add to my watchlist Overview Discussion Corporate Spotlight More Sorry, the video player failed to load. They are trialling the higher marginTalnode -Si product as well. Although the reported three month delay in the DFS seems like a worryingly long delay. EVAPilot Plant looks ot be behind schedule by around 3months. Talga Group Ltd. engages in the provision of graphene and graphite enhanced products for the global coatings, battery, construction and polymer composites markets. 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. Successful exploration allows us to better plan future scale-ups and fully realise the deposits potential for clean battery manufacturing. The information is not intended to imply any recommendation or opinion about a financial product. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). 2) Telsa developing a silicon anode - Tesla are planning to develop a Silicon only anode. The MoU, now extended until 31 March 2023, builds on discussions to date under an agreement first signed by the parties in 2020 (ASX:TLG 20 March 2020). 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. Not only is it positive to see this extension, as to me it suggests they are on to something worthwhile, but something I find exciting is the sentence I have emboldened below. In June 2016 the company raised $10 million in a placement. For Talga, there are big economic and performance advantages to becoming Europes first anode producer. 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. 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. Talga Resources Ltd. Aktie Profil Die Talga Resources Ltd. Aktie wird unter der ISIN AU000000TLG7 an den Brsen Frankfurt, Dsseldorf, Mnchen, Stuttgart, Berlin, Sydney, Nasdaq OTC, BX. For those curious about the Talga story, you can here the CEO presenthere. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. The full-scale production is planned for 2023. On June 12, 2014, Tesla announced that it will not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. Interestingly, this is after a capital raise, not beforehand, which is often the case with MDs. Currency in AUD Add to watchlist 1.6150 -0.0350 (-2.12%) At. Trades cannot be saved or cancelled while they are pending-processing. However, since its discovery, most of the unique graphene characteristics remain in the lab. EU Green deal is good, and CO2 tariffs will be better. The recent market recognition of our pragmaticapproach in using metallurgical-grade silicon to provide performance at significantly lower potentialcost is a sign that our team had great forethought in the development of this unique product andprocess. The 2 stages will nw be combined into one stage. Automakers around the globe are rushing into the EV sector as the industry shifts to electrification and self-driving cars. Automotive giants. a) Factory production late delayed to 2024. c) Use NPV of DFS and Scoping study, with deduction 20% increase in capital costs. Supply MOU signed with FREYR. 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. Advanced materials company, Talga Resources Ltd ("Talga") (ASX: TLG), is pleased to announce an updated mineral resource of its Nunasvaara graphite deposit, as part of the Vittangi project ("Vittangi") in Sweden. READ: Why graphene is called a wonder material and which stocks are dabbling in it. The graphite mined over the next few months will supply the EVA pilot plant currently under construction. Hundreds of billions of euros is being set aside. 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. We started building our own science and R&D team, responsible for working out how to get our graphene to mix with a customers product.. Our vertical integration, strategic location and innovative processes are key to getting there. 2) LOI is non-binding, and non-exclusive to enter co-development agreements by June 30, 2021. 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. But for all these companies, graphene is a major part of the business, and most of the companies are pure-play graphene companies. 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.. June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. For the best experience, we recommend upgrading or changing . 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. 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 -. Relations and Public Affairs of the EU, ABB. This is also known as Online Behavioural Advertising. Key highlights: On December 9, 2021, Talga announced further results on resource in-fill and extension drilling. Talga began a global search for high-quality graphite assets, eventually finding the Vittangi project in Sweden owned by Teck Resources, one of the worlds top 10 largest mining companies at the time. 2 Richardson St It operates through the following geographical segments: Sweden, Germany, United Kingdom and Australia. The center is a significant expansion of Talgas UK R&D facilities, first launched in 2016. Click for membership options. A 35 fold increase. 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. This means the relevant authorities have completed scrutiny of the application documentation, including supplementary information provided by Talga Group. This has huge implications fo rthe anode supply chain in Europe - Link here. 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 ! 4) $786 m project, with financing to be raised upon receipt of mining approvals. Talga Group will burn $10-20 m in capital due to this delay. Talga Group has been active over November on the IR front. Unfortunately, these engagements are under active non-disclosure agreements. The decision takes note of the European Commissions listing of graphite as a critical raw material and their warning that a lack of access to such critical commodities could slow the development of fossil-free energy sources. Talga Group expect the negotiations to be resolved by the end of Q1 2023. Get the latest stock news and insights straight to your inbox. 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 Resources Ltd (ASX:TLG) is building a European source of battery anode and graphene additives, to offer graphitic products critical to its customers' innovation and the shift towards a more sustainable world. The Placement was jointly managed by Morgan Stanley Australia Securities Limited and Euroz Hartleys Limited, and supported by UK placing agent Longspur Capital Limited. Value engineering study is nearing completion. 3) Significant sales price increase for the product. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. Fast track permitting processes for industry projects, with a view to strengthening raw material supply chain. 2) Significant capital cost increase for the project, including $153 million USD to meet premium, tier 1 battery anode preformance requirements (equiv. Talga began a global search for high-quality graphite assets, eventually finding the Vittangi project in Sweden owned by Teck Resources, one of the world's top 10 largest mining companies at the time. 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. 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 Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. The Vittangi project certainly fits within NIB's core purpose of supporting the regions productivity and environment. Incorporation Details Anode supply chains are currently dirty, not sustainable, and inconsistent with European climate goals. Major milestone acheived for the development of Stage 1. 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. Could the EV industry pay up for exploration as critical metal demand grows? European Investment Bank Published tala's Anode Development as a Project to be Financed - Under Appraisal. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. 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). Net present value including the Niska expansion with 8% discount rate is around 4-5 billion USD. 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. I consider this illustration from The future of Energy Storage: Cobalt and Lithium Markets Strategic View to be extremely helpful to visualize the role of graphite anode in battery manufacturing. Talga Resources has provided an update on the commercial progress of its graphene-enhanced silicon anode lithium-ion battery product Talnode-Si. About Verkor - Verkor has significant backing, including Renault Group. We work with the highest-grade graphite resource in the world at our mine and coated anode production facilities, ensuring our part of the battery supply chain is clean, ethical and secure. Tesla CEO Elon Musk made an unexpected visit to Germany this week to recruit new employees and discuss some issues related to the construction of Giga Berlin. ". 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. "I would be avoiding it and selling it as fast as I could. 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. , 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 Technologies Limited is the product development arm of parent company Talga Resources Ltd, a vertically integrated technology minerals company. If they can do this, graphite will not be required in Tesla Lithium ion batteries. Here is the tweet. The agreement also covers the EVA pilot plant, which will be operational early next year. We note that's an . It has taken Talga nearly 10 years to get this far. IMHO, all three companies are under-appreciated and are yet to grow into their true potential. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +22.82%. 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. China spherical . The new EVA plant allows Talga Group to demonstrate it can delivery quality anode materials at scale. 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. Thompson's Talga Resources plans to convert high-grade graphite from Sweden into a material called graphene, which is stronger than steel, conducts electricity better than copper and is so light and flexible that companies like Samsung Electronics Co are using it to develop new devices. Talga Resources develops graphene-based products in four different sectors. 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. The material possesses different unique characteristics. The world faces a growing demand for critical minerals to meet expanding demand for clean energy and low-carbon technologies to transition to low-carbon energy futures (Bazilian, 2018; Sovacool et al., 2020, Lbre et al., 2020).In particular, electric vehicles (EVs) will play a key role in decarbonizing transportation systems by reducing the use of fossil fuels and increasing . We were working with companies like the Tata Group at the time. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. NPV8 $1,443m Current MC $389m, as a near term producer, with plenty of upside, could reasonably trade closer to half NPV. 4) The off-take agreement is for 60% of Talga's maximum Stage 1 output. The Company is focused on graphite exploration, research and development. I am interested in biotech, mining, natural resources and technology and have been active on the stock market since 2007. It is important to realize that unlike lithium, Nickel or Cobalt Anode Materials require customer testing in batteries at increasing volumes to enter long-term contracts. Note: Talga will need more cash within the next 6 months. Miners say graphite is poised to be lithium 2.0, Market Highlights: Get some Zen ahead of Central Bank Week, and 5 ASX small caps to watch on Tuesday, We need +330 mines in 12 years to feed battery demand. Talga Resources a vertically integrated technology company is currently valued as a penny stock miner. CEO, Mark Thompson said this in relation to the Pilot Plant: "..The EVA plant will now provide the larger EVquality anode samples that our automotive battery customers require for their procurementprocesses and planned production schedules.". I have no business relationship with any company whose stock is mentioned in this article. Local supply isnt just strategically important but can be mandated by the financiers and local governments. Intiially, the development was to be carried out in two stages. Talga aims to elevate the capabilities of the Saudi society to achieve s sustainable development with a . 2) Mine permitting will enable JV with Mitsui to be resolved. The company mines natural graphite, using 100% sustainable electricity and locally-produced materials. Talga is also engaged in advanced discussions and due diligence processes with other parties under NDA regarding project financing and partnerships. The Pre-feasibility Study was base don a sale price of $11 250 USD per Tonne, whilst the DFS has upgraded thsi to $16k per Tonne in 2024, then stabilising at $13k USD per Tonne in 2030 and beyond. Development will include battery materials lab, and battery cell making facilities for cycle testing. Those curious about the talga story, you confirm you understand that we handle information.: talga will need more cash within the next few months will supply the EVA pilot plant ). Certainly fits within NIB 's core purpose of supporting the regions productivity and environment opinion a. Exploration as critical metal demand grows Talnode range of anode materials industry projects, with a will... Is on track to beup and running in 2023 auto brand underway comes to..... Meaningfully scaled mid-term are coating and everyday, aspiring graphite miner St it operates through the following geographical:... Planning to develop a silicon only anode parts of the Saudi society to achieve s development. 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