(Error Code: 100013) LEADING THE BATTERY METALS REVOLUTION 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. They applied to mine 100k for 22 years. Vincenzo Conforti - Head of Govt. The decision takes note of the European Commissions listing of graphite as a critical raw material and their warning that a lack of access to such critical commodities could slow the development of fossil-free energy sources. 3) Significant sales price increase for the product. The Swedish Transport Administration have responded confirming earlier information requests have been appropriately responded to. 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. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. Miners say graphite is poised to be lithium 2.0, Market Highlights: Get some Zen ahead of Central Bank Week, and 5 ASX small caps to watch on Tuesday, We need +330 mines in 12 years to feed battery demand. The outcomes will be in addition to the currentNunasvaara South PFS production plan of 19,000 tpa. Intiially, the development was to be carried out in two stages. 4) Commercial / financing negotiations are underway with partners and customers, but no timeline other than finalising critical contracts this year. I have no business relationship with any company whose stock is mentioned in this article. As well as new relationships opening with other major car manufacturers. Talga continues to positively engage with authorities as permits progress through the approvalsprocess, and is not aware of any impediment to the exploitation permit applications being granted. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. The project is currently in the permit stage where Talga is expected to be able to start establishment shortly.". 3) EU Commission is seeking to take a proactive role in developing the battery supply chain The EU Commission President is advocating for the EU Commission to make equity investments in small enterprises to accelerate development. 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. In the short to medium term, strong demand. Talga began a global search for high-quality graphite assets, eventually finding the Vittangi project in Sweden owned by Teck Resources, one of the worlds top 10 largest mining companies at the time. Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. The [Tata] scientists we worked with were so impressed with what we were doing they left and joined us. Talga began a global search for high-quality graphite assets, eventually finding the Vittangi project in Sweden owned by Teck Resources, one of the world's top 10 largest mining companies at the time. 3) Electric Vehicle Anode qualification plant construction underway to allow final phase of customer testing / acceptance process. 2) Commercial samples in multitude of testing programs with battery / auto companies, large scale trials with high-performance auto brand underway. We were working with companies like the Tata Group at the time. Australia. 1) key milestone of Vittangi DFS relaese - refer to previous straws. Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine spherical graphite product strategy. 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. These ASX graphite, lithium, nickel and cobalt stocks can answer the call, Not you, lithium: The ultimate guide to the. 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). A good Straw offers a clear and concise perspective on the company and its prospects. The carbon footprint declaration will become mandatory under the incoming new EU Batteries Regulation.. You can extrapolate to your own numbers. Do your own DD. Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). funded study into the electricication of the automotive industry in the UK. The results are an improvement on resource drilling to date, and include: The high grade and large scale of our100% owned Vittangi graphite deposits are truly world class and provide a uniqueopportunity to make massive amounts of anode for batteries from minimal volumes of ore.Across the length of the Nunasvaara South deposit, just 1 metre depth of extracted ore canfeed 1 year of planned 19,500tpa anode production. Unsubscribe whenever you want. 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. I wrote this article myself, and it expresses my own opinions. : 1) Telsa plan to ramp battery production / demand from 0.1 TWhr per annum in 2022 to 3.5 TWhr by 2030. Our lending activity aims to support the regions productivity and environment. Sweden is a developed country in terms of physical and digital infrastructure and gives Talga Resources easy access to the European battery market. The consensus valuation is for members only and has been removed from this chart. However, since its discovery, most of the unique graphene characteristics remain in the lab. Global graphite demand to increase 400% by 2040, and 100% of which is currently imported into the EU. 2) Engaged customers annual demand, including EOI and target anode supply for 2025 now exceeds 14 times the Stage 1 production capacity as per Vitangi DFS. Enter Talga Resources (OTCPK:TLGRF), a vertically integrated advanced materials company focusing on battery anode and graphene additive products from Australia. Also the more upvotes on each post will have more chance of it being seen in the group's we share it with. Major milestone acheived for the development of Stage 1. The company mines graphite in Sweden, operates a test processing facility in Germany under Talga Advanced Materials GmbH and has a product development arm, Talga Technologies UK Ltd located in Cambridge, UK. Contact Details. One would expect Talga Resources to be extremely overvalued by now. 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. General discussion on decarbonised transport, renewables, batteries, graphite, and graphene is also welcome here. A second application on a separate vessel followed soon after, and both trials remain ongoing. I have attached the Swedish mining approval process below. Trades cannot be saved or cancelled while they are pending-processing. (Company Presentation CSIROE October 2020, Page 16). There may be adverse submissions, but it appears the key stakeholders are on board with the project. Graphite has a huge role to play in the renewables future but why hasnt the market realised it yet? 84m @ 20.2% Cg (from 15m) NIS22005 incl. Terms of a proposed JV are yet to be agreed, hence the time extension. Should binding agreements be entered into, the Company will release details in accordance with its disclosure obligations at that time. 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. Please. In the long term, Technology may redner the graphite anode obsolete. Given the available resources and projected demand, many expect future production far beyond the 120 kt/a that we know of so far. Since graphene was discovered, scientists around the world researched different graphene applications. Our vertical integration, strategic location and innovative processes are key to getting there. Expect a material re-rate once JV partnership is finalised (if favorable) & if mining permits granted. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. It had the graphite which Teck wasnt aware was there plus we got their copper-cobalt assets; we got the iron ore assets; and we have a vanadium project there also, he says. Talga Resources is a public company trading on the Australian Stock Exchange (ASX: TLG). Talga Group hasannounced a fund raise ofAUD$22 million (around USD $14,000,000). 5) EV anode pilot plant production commissioning & commencement early 2022. 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 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 . The company is in a unique position to profit from multiple technological, geopolitical, and environmental trends. Andre Geim and Kostya Novoselov were awarded the 2010 Nobel Prize in Physics "for groundbreaking experiments regarding the two-dimensional material graphene.". Until March 2023, new Model 3 and Model Y vehicles qualify for a $7,500 federal tax credit for eligible buyers. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Talga, with its proximity to LKABs existing mining operations in Northern Sweden, may offer synergies with resources, skills and infrastructure. Unlike battery metals like lithium, which are traded on the basis of purity, graphite anode is an advanced product that requires testing in batteries by the customer at increasing volumes before long-term contracts are signed. Firstly, paydirt's Battery Minerals Conference. EU needs to help businesses replicate what Talga is doing in Sweden. Check out their investor presentation. Funding and permitting risks are falling away. According to the Pre-feasibility Study (PFS) conducted in 2019, Talgas mine exhibits pre-tax annual revenue of USD 188 million and IRR of 55%. Talga Resources develops graphene-based products in four different sectors. Scoping studies underway to expand Anode production (Niska Scoping Study) well above 19000 tonnes per annum. Tesla is accelerating the world's transition to sustainable energy with electric cars, solar and integrated renewable energy solutions for homes and businesses. Testing of Talga materials and products is underway with a range of corporations including industrial conglomerates Tata and BASF subsidiary Chemetall, UK listed Haydale, flexible battery maker Zinergy and German based Jena Batteries. Talga seem to reduce the carbon footprint in everything they touch. 3) NPV of Stage 2 development estimated to be between $2.4 -$4.6 BN USD. These [companies] will be price takers, whereas we are set to define the products we want to sell. Some subs dont allow seeking alpha sites. 2) Talnode-C and Talnode-S will be the greenest anode product on the market. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. 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 scale of a potential scoping study would be based on discussions with customers, localstakeholders and project development partners. 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. Press J to jump to the feed. Talnode-C and Talnode-Si are currently undergoing customer qualification with numerous parties. 7 days. The full-scale production is planned for 2023. Key takeaways: The feasibility study predicts the cost of production of the core product Talnode-C to be $1 852 USD per tonne, and the anticipated sale price of Talenode-C to be $11 205 USD. Talga's graphite/graphene strategy. West Perth,Australia 6005. Key takeaways: 1) Talga and FREYR to work towards commecail supply of Talnode range of anode materials. CEO, Mark Thompson said this in relation to the Pilot Plant: "..The EVA plant will now provide the larger EVquality anode samples that our automotive battery customers require for their procurementprocesses and planned production schedules.". | February 25, 2023 4) The LOI only covers the 1st stage of the development, Vittangi. 3) JV agreement and project financing by November. "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.". Talgas market capitalization is only around USD 150 Million (per October 9, 2020). Talga Resources has a trailing 12-month revenue of around $16,420. Revenue of $1.2bn at 80% margins, higher than apple and Tesla combined. On November 23, 2021, a panel discussion addressing Green Anodes was arranged as the European Commissions' Raw Materials Week. We need to share the posts on this group with other stock groups. 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. 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. Talnode-Si preliminary feasibility study to be finalized in Q1 2021. I however also know that the TAM is so large that there is ample room for many players. Although the reported three month delay in the DFS seems like a worryingly long delay. 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.. An update on the Vittangi graphite resource is expected in Q4 2022. Further details of the MoU can be found in Talga's ASX release dated 20 March 2020. "I would be avoiding it and selling it as fast as I could. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. Interestingly, this coincides with Talga's Stage 1 anode plant program, and capacity. It is important to realize that unlike lithium, Nickel or Cobalt Anode Materials require customer testing in batteries at increasing volumes to enter long-term contracts. I believe Talga Group is targeting 300 kTonne anode production per annum by 2030. Unsubscribe whenever your want. Ang tinig niyang naghahamon ay narinig ng marami kaya't dumating ang maraming Igorot at pinaulanan si Lam-ang ng kanilang mga sibat. First Graphene - Erster Kommerzieller Produzent | Aktienforum | Aktien Forum | Diskussionsboard | Community von finanzen.net It's free. 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