A note about relevant advertising Preliminary Feasibility Study (PFS) indicates potential pre=tax annual profit of $188m USD, an IRR of 55%, based on planned production capacity of 19 000 Tonnes per annum. Talga resources reported anincrease in their Natural Graphite inventory to 55.3 million tonnes, with 5-15 Million tonnes of exploration targets identified for exploration / definition. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. 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). 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. Every Talga shareholder should listen to this address. Morning Update Global graphite demand to increase 400% by 2040, and 100% of which is currently imported into the EU. Finally, even though there are no definite plans about it now, I count on a possible listing in the US in 2021. DISC - I hold, but will be capping my holding at 5% max. Important submissions include: The court hearing will be scheduled shortly after a court organised site visit on September 20, 2022. Additionally, the growth will be accelerated through selected acquisitions and investments that offer synergies with LKABs market, operations and sustainability ambitions. Heads up. a) Factory production late delayed to 2024. c) Use NPV of DFS and Scoping study, with deduction 20% increase in capital costs. 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. Its operating and geographical segments consist of graphite exploration and development in Sweden, graphite or graphene research and development in Germany and the United Kingdom as well as Australia. At a European battery show in Hanover in early 2018 the company was swamped with queries from car brands, electronics companies, and battery makers, says Thompson. Inflection points to watch: Commercial agreements (10 months), financing JVs to fund the project (10 months), Approvals (6 months). And on top of this, Talgas natural graphite has unique properties that enable their Talnode-C product to be superior to alternatives too. The Sweden geographical segment explores and develops graphite. However, this was not the only surprise visit, as Musk's jet made another unscheduled landing in Sweden. However, Niska permit applications were lodged last year. 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. But for all these companies, graphene is a major part of the business, and most of the companies are pure-play graphene companies. About Verkor - Verkor has significant backing, including Renault Group. The 2 stages will nw be combined into one stage. The mine is likely to be expanded greatly with the Niska Expansion Project. They dont have that. Process Engineer - Roles include: .you will be part of a Swedish Project team and will assist management in obtaining licenses and permits for the production facilities. Please disable your ad-blocker and refresh. 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. 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. 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 . The full-scale production is planned for 2023. 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. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. 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. 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 . 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. You must be signed in to set price alerts. Key takeaways: 1) Massive demand for anode material in Europe over the next 10 years (5x growth) present a unique opportunity. General discussion on decarbonised transport, renewables, batteries, graphite, and graphene is also welcome here. Investment fund Amati Strategic Metals is designed to generate returns from the world's march towards net zero. Taking into consideration the recent development in the global trade and pandemics impact, secure supply chains among friendly and stable countries, which share the same values, are likely to be even more important in the future. 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). Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. 5) Construction costs have increased - I am allowing for 20% increase in capital cost for factory / mining. I am interested in biotech, mining, natural resources and technology and have been active on the stock market since 2007. Talga). Suite 3.03, Level 3, 46 Colin Street, WEST PERTH WA 6005 . Enter Talga Resources (OTCPK:TLGRF), a vertically integrated advanced materials company focusing on battery anode and graphene additive products from Australia. 3) Electric Vehicle Anode qualification plant construction underway to allow final phase of customer testing / acceptance process. Talga Resources has a trailing 12-month revenue of around $16,420. For investors, getting access to the right information is critical. It is unclear to me what design studies mean or how significant this is in relation to design completion. 2) FREYR is developing a low emission battery production facility in Norway to deliver 43 GWhr of battery production by 2025. 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). To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. 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. Our growth is strategically designed to match the growth of the wider industry. This will in turn enable financing, and commercial negotiations to be fianlised. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. Given the available resources and projected demand, many expect future production far beyond the 120 kt/a that we know of so far. Talga Group Ltd is a technology minerals company. 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. 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 ! 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 . 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. For investors, getting access to the right information is critical. 2) LOI is non-binding, and non-exclusive to enter co-development agreements by June 30, 2021. Tesla zaala do. Talga announced an expanded MOU with ABB. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. We need to share the posts on this group with other stock groups. And while it explored those projects quite successfully following the IPO, the company didnt see them growing into company makers. There is a trade pending processing for this company. So, a positive and a negative. Australia. 4) Project program slips to 2024, a 6 to 12 month delay form previous guidance. Commissioning to be completed by late March, with the project under budget. Has a world class product that's a necessity within the EV industry, however Graphine gives it another string to its bow. 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. After a year of exploring and developing the deposits, Talga discovered that it could make graphene by running an electric current through the ore. The outcomes will be in addition to the currentNunasvaara South PFS production plan of 19,000 tpa. 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.". Engineering and design studies are expected to be completed this month. Niska Scoping Study to evaluate the significant capacity expansion of the planned Anode Project in November 2020. Negotiations with potential funding partners havecommenced and the Company has formed the view that there are reasonable grounds to assume thelikelihood of these funding options to be available to the Company as and when required. He holds regular webinars where he answers investor questions. Talga Grouphas announced it has opened its new Battery Center of Excellence in Cambridge, UK. We develop green battery anode and advanced materials in northern Sweden that will help shift the world to a sustainable future. 2) Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite supply. 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. In June 2016 the company raised $10 million in a placement. Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. So how much will Germany want 500k, what about the rest of Europe and then Asia. We needed to develop our own technology around how to make the stuff mix into other peoples products. So one day soon 1 million tonnes @ $12k basket. It operates through the following geographical segments: Sweden, Germany, United Kingdom and Australia. I have never posted here before, but do not like the lack of information available to the investor. 4) Regulatory approvals for Stage 1 by March 2022. READ: Why graphene is called a wonder material and which stocks are dabbling in it. That's a subsidiary of Japanese global trading and investment giant, Mitsui & Co., Ltd. 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