Also, council have approved upgrade to access roads for development Vittangi Anode Project DFS has been delayed to June 2021, reportedly due to COVID-19 related site access delays. Talga Group Ltd is a technology minerals company. Straws are discrete research notes that relate to a particular aspect of the company. 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 ! Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. EU Green deal is good, and CO2 tariffs will be better. (Company Presentation CSIROE October 2020, Page 20). Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. funded study into the electricication of the automotive industry in the UK. That's a subsidiary of Japanese global trading and investment giant, Mitsui & Co., Ltd. The initial mine life is 20 years, but the Vittangi precinct is us yet to be fully explored. It's free. I am interested in biotech, mining, natural resources and technology and have been active on the stock market since 2007. 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. We may learn more about Sweden's intentions during COP26. A link to the EIB approval process is here. 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. Anode producer, Talga Resources, presented at the CSIRO Electromechanical Energy Storage Series. Talga Group Ltd (TLG.AX) stock historical prices & data - Yahoo Finance Sign up Talga Group Ltd (TLG.AX) ASX - ASX Delayed price. Additionally, the growth will be accelerated through selected acquisitions and investments that offer synergies with LKABs market, operations and sustainability ambitions. 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. Also, Talga responds to speeding ticket issued today, after share price surges 30%, on very high turnover: "The Company notes thatthe battery materials sector, in which Talga operates, has recently seen asignificant increase in positive sentiment. And the following statement from MINVIRO on LinkedIn, We are excited to announce our recent project withNeometals Ltd, using life cycle assessment#LCAto quantify the environmental impact of their vanadium recovery project "VRP1" in Pori, Finland, Talga Managing Director, Mark Thompson, commented: Currently, there is more than 960GWh2 of Li-ion battery capacity using graphite anode technology planned in Europe. 20 battery manufacturers and automotive OEM customers are engaged to receive Talnode-C off EVA qualification plant as part of large scale EV battery qualification processes. Also, value add for R&D/product pipeline potential. This makes the company a cost leader in coated anode production. Get the latest Stockhead news delivered free to yourinbox. Talga Resources share price has taken off today,because of this. Guarav's main criticisms were the company's sub-par financials, expensive admin costs and insufficient capitalisation. 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. The raise was reportedly oversubscribed and was supported by a range of institutional investors. 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. It is disappointing that Talga was unable to close an acceptable deal, however, Talga's negotiating position is weak without offtake agreements, which will not be forthcoming until after the EVA plant is in full production for 6-12 months. If they can do this, graphite will not be required in Tesla Lithium ion batteries. 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. This is where Talga, headed by affable managing director Mark Thompson, comes in. 4) Mining permits to be lodged mid-2021. 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. The word "Insider". In November 2020, Talga Resources changed its name to Talga Group to reflects the company's position as an emerging producer of a diverse range of sustainable graphitic products and technologies spanning lithium-ion battery materials and graphene additives. Talga bygger en Europeisk leveranskedja fr batterianoder med hjlp av 100% frnybar el och naturliga material - alltsammans fr att. 1) Mark commenting on o tweet from the European Investment Bank (EIB) President, Werner Hoyer. Based on the Court's preliminary timetable, public statements need to be submitted by June 23, and the formal hearing will commence in the European Autumn. The Company develop green battery anode and advanced materials in northern and work with the highest-grade graphite resource in the world at it's mine and coated . The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. I expect this MoU to develop in a development agreement in the coming months, maybe shortly after the results of the scoping study. Elon may well be on holidays for all I know. They are making the situation worse!! 2) Talnode-C and Talnode-S will be the greenest anode product on the market. 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. 4) Detailed Feasibility Study to be released by June 30 for Stage 1 plant to start operation in 2023. Valmet Automotive has started the series production of battery systems in Kirchardt, the Finnish company's first battery plant in Germany. This will further enhance Talga's already leading CO2 emissions over the anode plant life cycle, with what iwll be a zero CO2 mine. Permitting is underway at their leading Vittangi Project. These ASX graphite, lithium, nickel and cobalt stocks can answer the call, Not you, lithium: The ultimate guide to the. He holds regular webinars where he answers investor questions. For Talga, there are big economic and performance advantages to becoming Europes first anode producer. 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.. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Govt backed debt (such as backed by SERV), enable lower lending rates on debt finance. 3) NPV of Stage 2 development estimated to be between $2.4 -$4.6 BN USD. Talga Group Talnode-C: Engineered graphite for fast charge, high power, high capacity, and low-temperature performance, Talnode-Si: Silicon-graphene composite anode for higher energy density, Talnode-X: Graphite-based anode with ultra-fast charge capability, Talnode-E: Graphite-composite anode materials for Solid-State Batteries. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Interesting video outlining the geology of the Vittangi Site. Inflection points to watch: Commercial agreements (10 months), financing JVs to fund the project (10 months), Approvals (6 months). This is sufficient to deliver into fast-growing product development and customer qualification programs, and further highlights the scalability of Talgas silicon anode production approach. A. The remaining 23 holes demonstrated the continuation of the high grade ore, reporting grades of up to 50.3% graphite. 3) Significant sales price increase for the product. Spodumene (a primary ore of the metal) is tipped to rise from $395 a ton to $536/t this year. They all play in the same field, and in many ways are the opposition of each other. If you're looking to buy shares, check out the steps below. READ: Why graphene is called a wonder material and which stocks are dabbling in it. In early 2018, Talga tested some of its raw graphite in a battery and it worked. Talga have announced a capital raising. 5) Construction costs have increased - I am allowing for 20% increase in capital cost for factory / mining. Using China Synthetic in an EV ACTUALLY does more harm to the environment than driving an ICE vehiclethats not green! Panel introduction highlighted the International Energy Agency identified graphite as a critical raw material, and that Sweden has signed up to the energy transition agreement as part of COP 26, and part of this agreement is the need to secure raw materials that are sustainable. 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 . Plant design completed, and major equipment is ordered. 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. You will also be undertaking necessary engineering work for gaining mining approvals. Talga is an emerging high-tech minerals company aiming to become a global leader in bulk graphene and graphite supply Contact Details WEBSITE: www.talgaresources.com EMAIL: admin@talgaresources.com PHONE: +61 8 9481 6667 There are many ways the projects may be financed. 5) Confirmed 19 000 Tonne per annum Stage 1 plant is on track to beup and running in 2023. 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. Update following Investor presentation on August 6, 2022. Interestingly, this is after a capital raise, not beforehand, which is often the case with MDs. Production of graphene-graphite precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping study, pushing release to November. Importantly, it will cost Talga just $27m in capex to fire up stage one production. Good to see Talga's negotiating position is strengthened, with multiple offtake agreements being negotiated simultaneously. We needed to develop our own technology around how to make the stuff mix into other peoples products. The results are the first under Talga's UK Government funded "Safevolt" projecta Talga-led program run in conjunction with consortia partners, Johnson Matthey, the University of Cambridge and . Surprisingly, it is not a privately-held startup researching some nanoparticles in a lab. 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. Offtake agreements and financing to by end of Q2 2023. And while it explored those projects quite successfully following the IPO, the company didnt see them growing into company makers. Low energy costs in combination with a high amount of graphite in the ore give Talga an advantage in ore processing and anode production. Share price seems like it has been in accumulation for a couple weeks now.. Breakout should happen anytime soon with the latest strengthened balance sheet. Large scale geophysical survey identifies 600 m long conductor adjacent to planned concentrator site. So, it did a bigger test and discovered that anode material made from Vittangi graphite made really high-performance lithium-ion batteries. On June 12, 2014, Tesla announced that it will not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. Look out for the potential for something out of left fieldin the form of direct investment to accelerate Talga's development of Stage 2. 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.. 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. EVA Pilot plant to be located within the Swerim Metals Research Institute, close to Talga's proposed full-scale anode refinery site. ( Graphene Week 2018 Company Presentation , Page 8) The ones that can be meaningfully scaled mid-term are coating and . 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. UK supply chains that were in the earlier planning phases, likely to suffer the consequences of BREXIT. Contact Details. An update on the Vittangi graphite resource is expected in Q4 2022. 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. NIB will explore the possibility of providing financing to Talga's Vittangi Project. In my opinion, there might be several reasons why the company has been under the radar and was not noticed by the general investing public yet: Talga is a vertically-integrated advanced materials company, whose business activity lies in three interrelated fields. Get the latest Stockhead news delivered free to your inbox. I have attached the Swedish mining approval process below. Talga Group have announced they have signed a non-binding Letter of Intent with Verkor to supply Talnode-C anode to support Verkor's 16 GWh/annum gigafactory in Dunkirk, France in 2024. Honda Declares All Sales Will Be Electric Vehicles by 2040. Special Report: Talga Resources is not your everyday, aspiring graphite miner. I however also know that the TAM is so large that there is ample room for many players. Talga attended the parliamentary seminaras part ofefforts to recognise. 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. Sweden is a developed country in terms of physical and digital infrastructure and gives Talga Resources easy access to the European battery market. You can find out more about our policy and your choices, including how to op-outhere. Please visit the forums tab for general discussion. The purpose was to assess and evaluate. 16:30: EZ : 16:19: EZ : Nejdiskutovanj zprvy dne. 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. The company has poured years into developing its own IP and now, heading into 2020, is nearing commercialisation of its advanced battery anode materials and graphene additive products. 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 . In this video, I want to provide commentary on a webinar where Talga Group and Northvolt have both talked about the bottlenecks of the EU battery supply chai. LKABs rationale for the interest in Talga. 4) Niska Scoping Study (Stage 2) - Talga looking to re-assess this, given the increasing reserves and demand for anode in Europe. A big red flag. Based on $100 M depreciation costs for plant, and the capital dilution, I'll need to revise my overly exuberant valuation. You will work with: exploitation permits, water samples, environmental impact monitoring, documentation, project environmental plans. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. Drilling results. Key takeaways: 1) Seeking to fund project with 60% debt. 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. 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). In his annual update video, Mark Thompson states It's been a monumental year for Talga with many huge milestones reached by our teams around the world.. PFS indicates Talga will be the lowcost producer of anode material - with lower costs than the majority of Chinese competitors. There is significant risks in permitting, financing, and offtake agreements. 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