Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. 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. 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. Talnode-Si preliminary feasibility study to be finalized in Q1 2021. 43m @ 20.2% Cg, 33m @ 21.9% Cg (from 66m) NIS22019 incl. Valmet Automotive has started the series production of battery systems in Kirchardt, the Finnish company's first battery plant in Germany. to discuss the challenges and opportunities of electrification. I wrote this article myself, and it expresses my own opinions. The information is not intended to imply any recommendation or opinion about a financial product. Learn More. Talga referenced a site visit from a recent European Finance Institution. High Voltage: Teslas supersized Gigafactory could need 2 lithium, 4 cobalt, 8 nickel, and 9 graphite mines worth of production every year, Market Highlights: Wall Street gains, Aussie CPI ahead, and 5 ASX small caps to watch on Wednesday, Market Highlights: iPhones shortage, Fed Powell to speak, and 5 ASX small caps to watch today, Market Highlights: ASX to rise, oil price volatility, and 5 small caps to watch on Wednesday, MoneyTalks: The commodities and stocks Barclay Pearces Morgan McGuire thinks can win commodity supercycle, Caught short? Talga Group has provided an update on commercialization and customer qualification of Talnode-Si, the Companys proprietary silicon anode product for lithium-ion (Li-ion) batteries. Vincenzo Conforti - Head of Govt. Intiially, the development was to be carried out in two stages. That remains one of the worlds greatest breakthroughs when it comes to graphene.. This is inline with the possibility that Mitsui / ABB will commit capital to the project for 30-40% ownership, with the remainder of finance via debt / loans. In June 2016 the company raised $10 million in a placement. Get Talga Resources Ltd historical price data for TLG stock. Key takeaways: Based on the strong interest from industry and the anticipated permitting timeframes in Sweden,the Company has decided to expand the Niska scoping study of the Vittangi Project to review significantly larger anode production options. Additionally, the growth will be accelerated through selected acquisitions and investments that offer synergies with LKABs market, operations and sustainability ambitions. 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. 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. About Verkor - Verkor has significant backing, including Renault Group. Need prompt action to prevent embedding unsustainable supply chains. Good to see Talga's negotiating position is strengthened, with multiple offtake agreements being negotiated simultaneously. That's a subsidiary of Japanese global trading and investment giant, Mitsui & Co., Ltd. June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. Director General of the DG ENER at the European Commission. The good news is, Europe will likely provide financial support for projects such as Talga's, which strategically critical for Europe's energy security. Inflection points to watch: Commercial agreements (10 months), financing JVs to fund the project (10 months), Approvals (6 months). Major milestone acheived for the development of Stage 1. 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.. Interestingly, this is after a capital raise, not beforehand, which is often the case with MDs. With the permitting scheduling hearing scheduled for Q1 2023, this could be moving year for Talga, especially considering positive feedback from key stake holders. Please disable your ad-blocker and refresh. : 1) Telsa plan to ramp battery production / demand from 0.1 TWhr per annum in 2022 to 3.5 TWhr by 2030. Could the EV industry pay up for exploration as critical metal demand grows? April 21, 2202, Talga Group announced their permit application has progressed to a court hearing. Talga then set up an R&D centre in Cambridge, one of the top graphene universities in the world. Largest risk is permitting not proceeding. Fast track permitting processes for industry projects, with a view to strengthening raw material supply chain. EU's Net Zero Industry Act & Critical Raw Materials Act - Significant address at Davos from 12:30.here. It can be combined with other materials to enhance their properties. 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. Our lending activity aims to support the regions productivity and environment. This company is about to give everyone a Master Class soon, Undervalued Talga. quality control labs) and Germany (processing technology scale-up and graphene production). Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. For the best experience, we recommend upgrading or changing . Talga have announced a capital raising. What are the biggest challenges of flying personal transportation? 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. The new target at our Aitik East copper project is another positive development. Niska Scoping Study to evaluate the significant capacity expansion of the planned Anode Project in November 2020. Market Close Update joined members of Swedish Parliament, Mattias Karlsson and Emilia Tyr, as well as representatives from the Electrification Commission, Swedish Energy Agency and. Expect expanded resource size & anode production capacity. West Perth,Australia 6005. Sweden is a developed country in terms of physical and digital infrastructure and gives Talga Resources easy access to the European battery market. Click for membership options. Pretty good, and opens up new markets, such as aircraft, which require high power densities. With numerous short-term catalysts, the company presents a unique buying opportunity for investors who are looking for an undervalued battery technology company. Talga has an edge due to its Graphene projects, that helps their Tanode-Si battery come into existence and the world doesnt yet appreciate how wonderful a substance Graphene is. This is also known as Online Behavioural Advertising. Lunch Update 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. An anode supply deal signed with ACC. 3) Mine permitting will enable offtake agreements to be resolved. 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. 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. "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 Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). The final 2 steps, I understand, are more or less procedural, requiring Talga Group to demonstrate works will be carries out in accordance with building and planning codes. I expect this MoU to develop in a development agreement in the coming months, maybe shortly after the results of the scoping study. 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. We collect information about the content (including ads) you use across this site and use it to make both advertising and content more relevant to you on our network and other sites. For those curious about the Talga story, you can here the CEO presenthere. Companies will be paying players to take their spent batteries off thema yet unaccounted for revenue stream, and I believe potentially a very lucrative one. 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. 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. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. 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. Which of these names do you recognize more easily: Tesla or Elon Musk?While, in general, we identify the author by the work that is, it would be normal for you to know Elon Musk as the CEO of Tesla . 4) Commercial / financing negotiations are underway with partners and customers, but no timeline other than finalising critical contracts this year. Engineering and design studies are expected to be completed this month. Responsibilities will include optimizing mine designs and liaising with engineering and mining personnel to ensure the mine plans are executed efficiently and safely. Add to my watchlist Overview Discussion Corporate Spotlight More Sorry, the video player failed to load. The DFS, financing, and JV news yet to come. Everything was going really well, but the timeline for brand new materials to enter production can be long, Thompson says. 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. 4) Mining permits to be lodged mid-2021. One would expect Talga Resources to be extremely overvalued by now. (Company Presentation CSIROE October 2020, Page 16). Patent Pledge. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. I am interested in biotech, mining, natural resources and technology and have been active on the stock market since 2007. AMATI STRATEGIC METALS: Duo behind 90m fund are really showing their mettle. 37m @ 29.6% Cg, 103m @ 17.9% Cg (from 55m) NIS22006 incl. He takes his time to explain his ideas and vision and does not dodge hard questions. Press J to jump to the feed. This is all good stuff but I would rather hear more about their Talnode-Si development, and progress on solid state batteries. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. I suspect, from Talga composing a tweet to introduce this story, that they are involved in this high speed electric powered ferry initiative. This is also known as Online Behavioural Advertising. The Vittangi project certainly fits within NIB's core purpose of supporting the regions productivity and environment. The information is not intended to imply any recommendation or opinion about a financial product. Presumably, this will inform the mining permit application to verify envirnmental impact can be well managed. 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. Perth-based Talga Resources owns a high-grade, low-cost graphite mine in Sweden and is aiming to capitalise on graphene's potential. 2) Mine permitting will enable JV with Mitsui to be resolved. Four hours ago, Musk's plane landed near Hagnesta, Sdermanlands ln, Sweden . 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. 1) Mark commenting on o tweet from the European Investment Bank (EIB) President, Werner Hoyer. Going forward, Mitsui and Talga will continue negotiations regarding the development of the project. This (demand) growthdrives us to look beyond our currently planned production capacity, where negotiations for purchaseagreements are advancing, to explore additional growth options for our northern Sweden anodeoperation.". Drilling results. Low energy costs in combination with a high amount of graphite in the ore give Talga an advantage in ore processing and anode production. The consensus valuation is for members only and has been removed from this chart. They have $5 Billion AUD annual turnover, and are regarded as a high tech miner. Terms of a proposed JV are yet to be agreed, hence the time extension. Graphite has a huge role to play in the renewables future but why hasnt the market realised it yet? Our ambition is to enable the world's most sustainable battery and consumer products.. The Mercedes relationship strengthens. Talga still owns those legacy projects, but graphite was always the focus. According to our data, Talga Resources Limited has a market capitalization of AU$116m, and paid its CEO total annual compensation worth AU$1.3m over the year to June 2019. We talk with fund manager Alphinity, Ground Breakers: Are we in a mining boom? The MOU between the Companies, planned to take place until 31 August 2022, is based on the intent to advance potential co-development of Talga's Vittangi Anode Project in Sweden through a Joint Venture, and is expanded to include marketing, sales and partnership opportunities across Talgas portfolio of lithium-ion battery products. Results from this latest phase of development reportedly show continued success of Talgas silicon anode approach which uses lower-cost metallurgical-grade silicon for a high-energy density anode with mass-producibility potential. If you're looking to buy shares, check out the steps below. Key takeaways: 1) Seeking to fund project with 60% debt. 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. Werner noting the approval of $11 BN Euros in impactful investments. 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