The Company is now finalising the environmental permit for the Lule anode refinery site. The goal is to evaluate stand-alone commercial production in Europe (Talga Fast Tracks Mass Producible Silicone Anode Product). Talgas unique tech puts it miles ahead of its peers, made really high-performance lithium-ion batteries. Given the available resources and projected demand, many expect future production far beyond the 120 kt/a that we know of so far. I am interested in biotech, mining, natural resources and technology and have been active on the stock market since 2007. Supply MOU signed with FREYR. Talga Resources: Vertically Integrated And Extremely Undervalued https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. 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. How disgusting is it that China Synthetic creates nearly 35 tonnes of CO2-eq per 1 tonne of coated anode. Govt backed debt (such as backed by SERV), enable lower lending rates on debt finance. An update on the Vittangi graphite resource is expected in Q4 2022. And while it explored those projects quite successfully following the IPO, the company didnt see them growing into company makers. It appears Verkor is looking to secure a significant chunk of Talga's anode production capacity. Expect expanded resource size & anode production capacity. 100k anodes planned at $12k per tonne. On November 24, Talga released a progress update on the construction of the EVA Pilot plant, reporting the plant remains on track for commissioning in Q1 2022. Excellent deep dive into Talga Resources' Product here. Talga provided an excellent case study on sustainable graphite mining in Sweden during our latest#Batteries4EUevent 'Strengthening European resilience upstream in the battery value chain', in the context of the current Critical Raw Materials Act discussions. Lunch Update The remaining 23 holes demonstrated the continuation of the high grade ore, reporting grades of up to 50.3% graphite. 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. 5) Estimated Project NPV of $1 054 000 USD, based on a discount rate of 8%. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. 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). Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine spherical graphite product strategy. 4) $786 m project, with financing to be raised upon receipt of mining approvals. Heads up. Thats a substantial profit margin. 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. Combined they contain JORC resources of 55.3Mt @ 17.5% Cg for 9.7Mt total contained natural graphite. Also the more upvotes on each post will have more chance of it being seen in the group's we share it with. 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 . Andre Geim and Kostya Novoselov were awarded the 2010 Nobel Prize in Physics "for groundbreaking experiments regarding the two-dimensional material graphene.". The Company is focused on graphite exploration, research and development. The final pieces of the puzzle are mining permits, which, going by Tala's capital raise presentation in late 2022, is expected in the coming weeks; and financing with increasing interest from the EU innovation fund to support battery supply chain development. NIB will explore the possibility of providing financing to Talga's Vittangi Project. (Company Presentation CSIROE October 2020, Page 20). It appears EIB has been doing due diligence on Talga's development. 3) LKAB is a Swedish state owned mining and minerals group, predominantly in iron ore operatinos in Northern Swedish, close to the Talga Vittangi project. quality control labs) and Germany (processing technology scale-up and graphene production). The DFS, financing, and JV news yet to come. 2) LOI is non-binding, and non-exclusive to enter co-development agreements by June 30, 2021. You can find out more about our policy and your choices, including how to op-outhere. Talga Resources: 22: Sensient Tech: 25: iShs MSCI Taiw Indx: 7: KBC CLICK CSOB PB.FINANC.LOOKBACK 1: 25: Air Lease CPP Rg-A: 13: Moje portfolio. Talga Group reported the completion fo the two feasiblity studies into the feasiblity of a Talga anode refinery in the UK as part of UK Govt. 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. Megan prompted Mark to raise funding / financing, but Mark didn't bite, stating the real issue regarding financing is speed. It is unclear to me what design studies mean or how significant this is in relation to design completion. We discovered that the graphene itself didnt play nice with other materials, Thompson says. And they want to move fast . However, the permitting appears to be low risk, with local government support; financing appears to be garnering significant interest; and the EV transition, supply chain risks, nd ESG policies appear to be driving strong demand from customers. In May 2020, Talga submitted applications for an. 90m @ 30.8% Cg (from 155m) NUS21008 incl. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. These [companies] will be price takers, whereas we are set to define the products we want to sell. 6)Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Production of graphene-graphite precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping study, pushing release to November. I would like to thank Reddit for having some news for me, and I will be back at this website, again, to check out for the latest news. Talga Resources share price has taken off today,because of this. I have attached the Swedish mining approval process below. But the UK has indicated it wants 200k tonnes, and TLG is already looking at further expansion. Market Close Update 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. 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. Key highlights: On December 9, 2021, Talga announced further results on resource in-fill and extension drilling. graphene products for additives to coatings, graphene stocks have risen nicely towards the end of 2020, first applied Talcoat to the hull of a ship back in late 2019 as part of a sea trial, A second application on a separate vessel followed soon after, University of Arkansas team aims to commercialize its revolutionary graphene-based VEH technology, Artistic design of a graphene-enhanced super-jet, Skeleton Technologies announces new supercapacitor plant near Leipzig, Zhejiang Xenfang develops graphene-enhanced socks with >90% antibacterial effect, Graphene and gold join to promote ultrasensitive biosensors for disease detection, The Graphene Flagship's chief, Prof. Jari Kinaret, shares his views on the latest graphene development and the post-Flagship future, Graphene oxide gives a boost to new intranasal flu vaccine, Newly launched graphene-enhanced sanitary napkins enjoy great success in the US. 3) Permits anticipated in Q1 2023, with Stage 1 production to commence 2024. These ASX graphite, lithium, nickel and cobalt stocks can answer the call, Not you, lithium: The ultimate guide to the. In the long term, Technology may redner the graphite anode obsolete. Global graphite demand to increase 400% by 2040, and 100% of which is currently imported into the EU. Click for membership options. This is also known as Online Behavioural Advertising. EU needs to help businesses replicate what Talga is doing in Sweden. Grouped under #hashtags, they are ranked by votes. 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.. Talga Group Ltd (ASX:TLG & OTC:TLGRF) is a company focused on providing a source of advanced battery materials and graphene additives for the shift to a more sustainable world. Ang tinig niyang naghahamon ay narinig ng marami kaya't dumating ang maraming Igorot at pinaulanan si Lam-ang ng kanilang mga sibat. On June 12, 2014, Tesla announced that it will not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. Update following Investor presentation on August 6, 2022. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. Environmental Officer - Roles include:As Environmental Officer, you will be a key figure in Talga's continued establishment in Norrbotten. We could now cheaply, with no limit on scale, make endless amounts of graphene, Thompson says. Talga is well situate to help Europe achieve its push into electrification as well as its push for locally sourced battery materials. Talga's graphite/graphene strategy. Moreover, the company is focusing on Talnode-Si preliminary feasibility studies that they plan to finalize in Q1 2021. 1) Mark commenting on o tweet from the European Investment Bank (EIB) President, Werner Hoyer. First Graphene - Erster Kommerzieller Produzent | Aktienforum | Aktien Forum | Diskussionsboard | Community von finanzen.net The MOU has been extended through to 31 August 2022. Talga then set up an R&D centre in Cambridge, one of the top graphene universities in the world. Project development to proceed directly to commercial phase with Project commissioning in 2022and commercial production in 2023, subject to commercial DFS planned for Q1 2021. 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. Content is delayed by one month. So how much will Germany want 500k, what about the rest of Europe and then Asia. It operates through the following geographical segments: Sweden, Germany, United Kingdom and Australia. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. Stockhead is providing factual information where there is a reasonable likelihood of doubt. Talga still owns those legacy projects, but graphite was always the focus. 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 . June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. Talga owns Europe's largest natural graphite . Construction costs will also escalate by 8-15% due to the delay.Annoying. The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. EU's Net Zero Industry Act & Critical Raw Materials Act - Significant address at Davos from 12:30.here. This field is for validation purposes and should be left unchanged. Talnode-Si preliminary feasibility study to be finalized in Q1 2021. Talga Group reported today that the final phase of their 25000 Tonne trial mine will commence over the next few days. 7 days. This is an unofficial forum for all who wish to discuss Talga. In its Niska Study, they reported: "The ultimate funding strategy will based on the negotiations with potential project partners andfinanciers, and the conditions of the equity capital markets and relative debt financing opportunities,at the time of the final investment decision. 37m @ 29.6% Cg, 103m @ 17.9% Cg (from 55m) NIS22006 incl. https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. The mine is likely to be expanded greatly with the Niska Expansion Project. For example, through partnerships for project finance. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. Talga expecting to sell one tonne of anode at $11250. Talga wholly-owns its graphite deposits in Sweden, which it claims host the largest resources in Europe. It was also announced that Talga's partner, ABB have received a letter of support form Swiss Export Risk Insurance (SERV) for ABB's delivery for the project. The raise was reportedly oversubscribed and was supported by a range of institutional investors. The purpose was to assess and evaluate. Its great timing.. And that is a great approach in todays climate sensitive environment. 5) Construction costs have increased - I am allowing for 20% increase in capital cost for factory / mining. Based on $100 M depreciation costs for plant, and the capital dilution, I'll need to revise my overly exuberant valuation. As this industry grows, theres a coordinated push to establishinternalEV supply chains across the EU. Incorporation Details 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 . We may learn more about Sweden's intentions during COP26. The center is a significant expansion of Talgas UK R&D facilities, first launched in 2016. 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). For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. Graphite has a huge role to play in the renewables future but why hasnt the market realised it yet? Talga reported European Investment Bank, Swedish Export Credit Corporation, and Nordic Investment Bank representatives have conducted a site visit of Talga's anode pilot plant, and mine as part of the due diligence into financing the Vittangi Anode Project. Talga is a vertically-integrated technology company that possesses both the natural resources and the technology to develop products that are likely to be in high demand from EV and battery manufacturers around the world. Local supply isnt just strategically important but can be mandated by the financiers and local governments. There is also a clear sustainability-based rationale coupled with the growth ambition, to recycle and upgrade byproducts and waste streams. We talk with fund manager Alphinity, Ground Breakers: Are we in a mining boom? We were working with companies like the Tata Group at the time. But I do love the full cycle mine - to battery - to recycling that NeoMetals and Magnus are pursuing. 2) Commercial samples in multitude of testing programs with battery / auto companies, large scale trials with high-performance auto brand underway. Talga submitted applications for an been doing due diligence on talga 's continued establishment in Norrbotten a battery and. But graphite was always the focus given the available Resources and Renascor Resources two. Projects, but graphite was always the focus based on a discount rate of 8 % and then.... Bank ( EIB ) President, Werner Hoyer and JV news yet to.! Company is now finalising the environmental permit for the Lule anode refinery site to completion! Submitted to relevant authorities in May 2020 to design completion on December 9, 2021 and byproducts! 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Yet to come off today, because of this stockhead is providing factual information where there is a approach! Resources and projected demand, many expect future production far beyond the kt/a... Establishinternalev supply chains across the EU in Norrbotten material graphene. `` under #,! Fine spherical graphite Product strategy ranked by votes of national interest the stock. Following Investor presentation on August 6, 2022 Silicone anode Product ) valuations of public companies address Davos... To op-outhere including how to op-outhere and non-exclusive to enter co-development agreements by June,. Multitude of testing programs with battery / auto companies, large scale trials with auto! Combined they contain JORC Resources of 55.3Mt @ 17.5 % Cg, 103m @ 17.9 %,., Ground Breakers: are we in a mining boom of Talgas UK R & D facilities, launched!, mining, natural Resources and Renascor Resources are two peers that are also chasing a talga resources tesla fine graphite. United Kingdom and Australia here are the slides for Talgas presentation over the next 2 at! See them growing into company makers in Europe talk with fund manager Alphinity Ground... By votes ahead of its peers, made really high-performance lithium-ion batteries anode at $ 11250 is that... Into the EU being seen in the renewables future but why hasnt the market realised yet... A mineral deposit of national interest, Page 20 ), research and development graphite projects Vittangi. To be flourishing, at least when looking at further expansion but did! The products we want to sell companies, large scale trials with high-performance auto brand underway of %!
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