Check out their investor presentation. Tesla is accelerating the world's transition to sustainable energy with electric cars, solar and integrated renewable energy solutions for homes and businesses. An EIB appraisal procedure can take anywhere between six weeks and 18 months depending on the project scope, the degree of complexity of the operation, and the efficiency of the appraisal process on the part of both the EIB itself and the project promoter. This is the final qualification phase prior to offtake agreements being signed. An update on the Vittangi graphite resource is expected in Q4 2022. EU's Net Zero Industry Act & Critical Raw Materials Act - Significant address at Davos from 12:30.here. 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. Get Talga Resources Ltd historical price data for TLG stock. as just another penny stock Australian miner. Suggested the EU Innovatino Fund (Green Deal) needs ot be extended to include all parts of the battery supply chain (i.e. Pic: Tyler Stableford / Stone via Getty Images, December 2, 2019December 2, 2019 | Special Report. 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. Does anyone have an idea what the correct market cap could be for Talga and the logic and rational for expectation. 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. Grouped under #hashtags, they are ranked by votes. This is also known as Online Behavioural Advertising. Given the significant demand, and excellent economics of the project, I have assumed Talga Group is able to finance the project with 70% debt, with Talga Group needing to raise the remaining 30%. On June 12, 2014, Tesla announced that it will not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. Do your own DD. ( Graphene Week 2018 Company Presentation , Page 8) The ones that can be meaningfully scaled mid-term are coating and . Talga Resources develops graphene-based products in four different sectors. Until March 2023, new Model 3 and Model Y vehicles qualify for a $7,500 federal tax credit for eligible buyers. The oversubscribed Placement, managed by Euroz Hartleys Limited,was reportedly supported by a range of new and existing sophisticated, professional and institutional investors. They all play in the same field, and in many ways are the opposition of each other. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. Two presentations over the past week. You will work with: exploitation permits, water samples, environmental impact monitoring, documentation, project environmental plans. This was presented last month. 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. Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). We were working with companies like the Tata Group at the time. The study is expected to be completed by June 2021. Could the EV industry pay up for exploration as critical metal demand grows? Talga Grouphas announced it has opened its new Battery Center of Excellence in Cambridge, UK. 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. I am not receiving compensation for it (other than from Seeking Alpha). | February 25, 2023 5) Construction costs have increased - I am allowing for 20% increase in capital cost for factory / mining. It operates through the following geographical segments: Sweden, Germany, United Kingdom and Australia. 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. In the last three to four years we have built our inhouse team of scientists that know how to make batteries and integrate both the graphite and the graphene material into other peoples products, Thompson says. This is all good stuff but I would rather hear more about their Talnode-Si development, and progress on solid state batteries. 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. For those curious about the Talga story, you can here the CEO presenthere. I've been an investor for 3yrs now, I completely agree and I think their technology is better than they're letting on. Important submissions include: The court hearing will be scheduled shortly after a court organised site visit on September 20, 2022. What a HUGE saving in CO2-eq alone! 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. Been a small investor in this company for about a year now. The Ethical Investor: How important is corporate culture for ESG investors? The Vittangi project certainly fits within NIB's core purpose of supporting the regions productivity and environment. The company is based far away from Silicon Valley and is not listed on the US Stock Exchange. So, it did a bigger test and discovered that anode material made from Vittangi graphite made really high-performance lithium-ion batteries. a) Factory production late delayed to 2024. c) Use NPV of DFS and Scoping study, with deduction 20% increase in capital costs. It is unclear to me what design studies mean or how significant this is in relation to design completion. The two biggest challenges of graphene are scalability and price. Market Close Update 16 min read. Following encouraging early test results, further technical and commercial development of Talnode-Si has been underway at Talgas facilities in Europe. This is likely to stimulate competition for the only locally produced, qualified anode in Europe. 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). Talga will use the proceeds to fund the Electric Vehicle Anode (EVA) pilot plant as part of the development of the Vittangi Anode Project located in northern Sweden. 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. 4) Project program slips to 2024, a 6 to 12 month delay form previous guidance. 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 -. Our lending activity aims to support the regions productivity and environment. 4) Mine permitting will enable European Development Banks to approve/progress funding of project. Next article. 1.Introduction. It appears EIB has been doing due diligence on Talga's development. Value engineering study is nearing completion. Pretty good, and opens up new markets, such as aircraft, which require high power densities. . Talga Group Ltd (TLG.AX) stock historical prices & data - Yahoo Finance Sign up Talga Group Ltd (TLG.AX) ASX - ASX Delayed price. The short video is well worth a watch as Mark looks back at some of the biggest achievements. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. The advanced materials technology company today reported the positive test results of its graphite anode product, which it is trademarking as Talnode-X, in enabling a full charge (from 0% to . The hearing represents the FINAL step before the Court hands down it's decision. The Company is focused on graphite exploration, research and development. Trading- und Aktien-Chat - ffchenNotToGo schreibt: 28.02.2023 22:15 Dow Jones schliet im Minus Anleger begeben sich auf Suche nach Orientierung https:/ Key takeaways: 1) Talga and FREYR to work towards commecail supply of Talnode range of anode materials. This is a listed company with technology whose products are progressing through confidential qualification processes with 35 active Li-ion battery manufacturers including six major global automotive original equipment manufacturers (Talga Looks to Expand Battery Anode Capacity). Is this happening to you frequently? US energy giant Tesla will next year open a factory near . It can be combined with other materials to enhance their properties. It's free. Its great timing.. Talga advise the delay will not impact the project dleivery timeline, and information provided to date is sufficient to progress development work and allow JV negotiations and Due Dilligence to continue. "I would be avoiding it and selling it as fast as I could. Unfortunately, these engagements are under active non-disclosure agreements. Should binding agreements be entered into, the Company will release details in accordance with its disclosure obligations at that time. Talga Resources Ltd (ASX:TLG) is listed on the Australian Securities Exchange. For investors, getting access to the right information is critical. This makes the company a cost leader in coated anode production. 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 . China spherical . How disgusting is it that China Synthetic creates nearly 35 tonnes of CO2-eq per 1 tonne of coated anode. to high quality synthetic anode), and $72 Million USD provision for infrastructure to serve Stage 2 expansion. "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.". Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. Tesla was created to accelerate the advent of sustainable transport, and this policy is intended to encourage the advancement of a common, rapidly-evolving platform for electric vehicles, thereby benefiting Tesla, other companies making . This is also known as Online Behavioural Advertising. (Company Presentation CSIROE October 2020, Page 16). 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. Stockhead is providing factual information where there is a reasonable likelihood of doubt. Suite 3.03, Level 3, 46 Colin Street, WEST PERTH WA 6005 . About Verkor - Verkor has significant backing, including Renault Group. 2) Commercial samples in multitude of testing programs with battery / auto companies, large scale trials with high-performance auto brand underway. I am wondering whether this update is more about pumping the the share price prior to a capital raise. Net present value including the Niska expansion with 8% discount rate is around 4-5 billion USD. One would expect Talga Resources to be extremely overvalued by now. Lunch Update An open-pit mining operation, on-site concentrator and coastal anode refinery will produce about 19,000 tonnes per annum of Talnode-C, the companys graphite battery anode product. "Supporting the development of Talga's Vittangi Anode Project provides us with an additional opportunity to showcase ABB's leadership in industrial automation and smart electrification, applied towards construction of key operations for the emerging European battery supply chain," said Bjrn Jonsson, Division Manager North Europe, Process The company is in a unique position to profit from multiple technological, geopolitical, and environmental trends. Key highlights: We are excited to start this trialgraphite mine at Niska South to supply critical natural graphite for our downstream re?ninginto greener Li-ion battery anodes for electric vehicles. Funding and permitting risks are falling away. The political support for critical raw material developments such as Talga's quite a tailwind. Unsubscribe whenever your want. Andre Geim and Kostya Novoselov were awarded the 2010 Nobel Prize in Physics "for groundbreaking experiments regarding the two-dimensional material graphene.". This is a result of the high sample demand for this product from its customers: To address the increased commercial sample demand Talga has shifted its Talnode-Si sample production onto industrial scalable process and production equipment, boosting the Companys Talnode-Si sample production capacity 10x. I have assigned a probability of successful execution/conversion of the stages as follows: My weighted valuation, based on the above probabilities is $1.72. With the assistance of its financial and transaction adviser, Morgan Stanley, the Company is advancingdiscussions with third parties regarding funding for its progressed Vittangi Anode Project. June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. Their three advanced projects are Vittangi, Jalkunen and Raitajrvi. Additionally, the growth will be accelerated through selected acquisitions and investments that offer synergies with LKABs market, operations and sustainability ambitions. And on top of this, Talgas natural graphite has unique properties that enable their Talnode-C product to be superior to alternatives too. 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. 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. Key takeaways: 1) Mine & production life extended from 22 to 24 years. 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 . 2) Talga plan to epectrify their underground mining operations using ABB Ability eMine. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. 1) Detailed feasibility study to be issued by Talga in March 2021. Further, they consider locally produced graphite could help strengthen the competitiveness of the Swedish battery manufacturing industry and that, as the known highest grade graphite deposit in the world, Vittangi could meet a great need not only within Sweden but internationally., VITTANGI HAS A TOTAL JORC RESOURCE OF 12.3MT AT 25.5% GRAPHITE (CG), THE HIGHEST RESOURCE GRADE OF ANY JORC/NI 43-101 GRAPHITE DEPOSIT IN THE WORLD. Nice! Talga seem to reduce the carbon footprint in everything they touch. 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