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.. 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. 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. Werner noting the approval of $11 BN Euros in impactful investments. Some further thoughts on the Non-binding offtake agreement announcement today: 1) The offtake agreement is with Automotive Cells Company (ACC), a JV between Mercedes Benz, SAFT, & Stellantis. Announces Form 10-K Available Feb 22 2023 Targa Resources Corp. Reports Fourth Quarter and Full Year 2022 Financial Results and Provides 2023 Operational, Financial, and Capital Return Outlook 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 study is expected to be completed by June 2021. It is unclear to me what design studies mean or how significant this is in relation to design completion. Support in building supply chains, relationships with suppliers, assist the procurement and contracts group. Tesla zaala do. I wrote this article myself, and it expresses my own opinions. Combine Talga anode material with Vulcan Lithium and you have very close to a carbon neutral battery manufacturing process. Its great timing.. Talga Group has announced the completion of an institutional placement of A$40 million (around USD$27,316,000) from the issue of 25.8 million new fully paid ordinary Talga shares. Maybe even hundreds! The mine is likely to be expanded greatly with the Niska Expansion Project. You will run Talgas' environmental work, where you are responsible for environmental management systems based in ISO 14001. We may learn more about Sweden's intentions during COP26. Talga as we all know is one remarkable company, just need to be made more well known to the everyday invester. The scale of a potential scoping study would be based on discussions with customers, localstakeholders and project development partners. In August 2020, Talga Resources raised AUD 10 Million in institutional placement. 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. 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. First Graphene - Erster Kommerzieller Produzent | Aktienforum | Aktien Forum | Diskussionsboard | Community von finanzen.net However, since its discovery, most of the unique graphene characteristics remain in the lab. Our lending activity aims to support the regions productivity and environment. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. AMATI STRATEGIC METALS: Duo behind 90m fund are really showing their mettle. Thats where Talga comes in. For investors, getting access to the right information is critical. Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. Does anyone have an idea what the correct market cap could be for Talga and the logic and rational for expectation. Intersting takeaways: 1) Vittangi Detailed Feasibility Study due this month. The proceeds will be used to fund Vittangi Anode Project early works, including earthworks and site infrastructure at the Lule anode refinery site, commencement of procurement of anode equipment and detailed engineering, scaled up EVA production, silicon anode scale-up including securing commercial site, and general working capital (including costs of the Placement). Talga Group Ltd is a technology minerals company. 6)Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Key takeaways: 1) Mine & production life extended from 22 to 24 years. Going forward, Mitsui and Talga will continue negotiations regarding the development of the project. Next 6-18 months will see this company surge. 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. Elon Musk might be dumping Tesla stock, but one prominent investor just bought in ; Next article. Worth a listen for shareholders and those interested in Talga. Market Close Update 5) Confirmed 19 000 Tonne per annum Stage 1 plant is on track to beup and running in 2023. 7 days. EVAPilot Plant looks ot be behind schedule by around 3months. 5) Estimated Project NPV of $1 054 000 USD, based on a discount rate of 8%. Additionally, Talga has a naturally competitive advantage in different areas. (Company Presentation CSIROE October 2020, Page 16). Note: Talga will need more cash within the next 6 months. Terms of a proposed JV are yet to be agreed, hence the time extension. Stock market enthusiast. 16:30: EZ : 16:19: EZ : Nejdiskutovanj zprvy dne. The is a gross margin in excess of 80%! The graphite projects include Vittangi, Jalkunen, and Raitajarvi. Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine spherical graphite product strategy. Right now, the company is scaling up Talnode-C production for testing by customers ahead of potential supply deals. ( Graphene Week 2018 Company Presentation , Page 8) The ones that can be meaningfully scaled mid-term are coating and . The market didn't like the delay, but it was inevitable. Talga Resources (ASX:TLG) Company Profile Talga is a vertically integrated advanced battery anode material and graphene additives company headquartered in Perth, Western Australia, and listed on the Australian Stock Exchange since 2010. This company is about to give everyone a Master Class soon, Undervalued Talga. The Company is focused on graphite exploration, research and development. There is a disconnection between EU and Swedish government policy, inhibiting progress. Based on $100 M depreciation costs for plant, and the capital dilution, I'll need to revise my overly exuberant valuation. In the long term, Technology may redner the graphite anode obsolete. Drilling results. For the best experience, we recommend upgrading or changing . Click for membership options. 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. Talga reported to the market the MOU signed with LKAB (Swedish govt owned)and Mitsui has been extended to November 30, 2021. This is due to the increasing supply / demand imbalance, an the increase in quality of the anode material (refer point 2 above). In June 2016 the company raised $10 million in a placement. 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. There are endeavours to incorporate the material into sensors, aircraft, green tech solutions, industrial robotics, sporting equipment, paint the list goes on. Step up funding for strategic industrial development for clean tech production. Large scale samples are being committed at prices above DFS price projections (+$12k USD per Tonne). As a former gold explorer (founded in 2010 as Talga Gold), Talga is viewed by the general investment public. There are many ways the projects may be financed. Advanced materials company, Talga Resources Ltd ("Talga") (ASX: TLG), is pleased to announce an updated mineral resource of its Nunasvaara graphite deposit, as part of the Vittangi project ("Vittangi") in Sweden. Thats not too into the future! By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. All three companies are also green at a time that t he world is screaming out for accountability of CO2 footprint through all stages of the suppply chain. 2) Mine permitting will enable JV with Mitsui to be resolved. The company mines natural graphite, using 100% sustainable electricity and locally-produced materials. What are the biggest challenges of flying personal transportation? Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. 3) JV agreement and project financing by November. It appears Verkor is looking to secure a significant chunk of Talga's anode production capacity. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). 16 min read. 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. Talga owns Europe's largest natural graphite . Secondly, Benchmark EV Fest - Graphite vs Silicon presentation. Large scale geophysical survey identifies 600 m long conductor adjacent to planned concentrator site. 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. Talga Resources develops graphene-based products in four different sectors. Inflection points to watch: Commercial agreements (10 months), financing JVs to fund the project (10 months), Approvals (6 months). Firstly, paydirt's Battery Minerals Conference. 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. Interestingly, this is after a capital raise, not beforehand, which is often the case with MDs. While it still sounds like a distant future, there is a company whose technologies are addressing both issues today. Our lending activity aims to support the regions productivity and environment. The Placement was jointly managed by Morgan Stanley Australia Securities Limited and Euroz Hartleys Limited, and supported by UK placing agent Longspur Capital Limited. 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. Everything was going really well, but the timeline for brand new materials to enter production can be long, Thompson says. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 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. 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 . Talga is an emerging high-tech minerals company aiming to become a global leader in bulk graphene and graphite supply Contact Details WEBSITE: www.talgaresources.com EMAIL: admin@talgaresources.com PHONE: +61 8 9481 6667 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.. Following commissioning, Talnode-C will be shipped to battery cell makers to undergo next stage commercial testing. Talga Resources News: auf dieser Seite finden Sie alle Talga Resources News und Nachrichten zur Talga Resources Aktie. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. Goldman Sachs, late last month, lifted its forecasts for lithium. The goal is to evaluate stand-alone commercial production in Europe (Talga Fast Tracks Mass Producible Silicone Anode Product). The full-scale production is planned for 2023. 6) ISO 9001 accreditation achieved - no big deal - it is mandatory for auto suppliers. Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. Four hours ago, Musk's plane landed near Hagnesta, Sdermanlands ln, Sweden . It's free. 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. Learn More. 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. Get Talga Resources Ltd historical price data for TLG stock. EU's Net Zero Industry Act & Critical Raw Materials Act - Significant address at Davos from 12:30.here. Contact Details. Previous rock sampling of the site returned grades of up to 36% graphite, however, the zone was thought to be discontinuous / faulted blocks. EU needs to help businesses replicate what Talga is doing in Sweden. This equates to an anode demand of approximately 275 000 Tonnes per annum. (Error Code: 100013) LEADING THE BATTERY METALS REVOLUTION Talga Group are recruiting for a senior project manager to: "Talga has been established in Lule for a number of years, today there is an innovation and pilot plant where lab tests are carried out while waiting for the establishment of the factory which is planned to be ready by 2025. Upgrade your membership to unlock all content. April 21, 2202, Talga Group announced their permit application has progressed to a court hearing. The hearing represents the FINAL step before the Court hands down it's decision. They have $5 Billion AUD annual turnover, and are regarded as a high tech miner. 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, with its proximity to LKABs existing mining operations in Northern Sweden, may offer synergies with resources, skills and infrastructure. Talga attended the parliamentary seminaras part ofefforts to recognise. The Tesla business model operates as a Direct-to-Consumer (D2C) business model as it sells directly, cutting out middlemen such as dealerships and offering its own charging station network. Tesla is accelerating the world's transition to sustainable energy with electric cars, solar and integrated renewable energy solutions for homes and businesses. For investors, getting access to the right information is critical. Over Summer, Talga will complete the mining of 25 000 Tonnes of graphite ore, which will be processed into their Talnode-C anode product and sold to customers as part fo advanced customer testing / qualification processes. 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. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. 100k anodes planned at $12k per tonne. IMHO, all three companies are under-appreciated and are yet to grow into their true potential. This vertical integration with 100% ownership of mineral supply, processing and product is designed to provide security of supply for customers and create long-lasting value for our stakeholders. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. Feel free to follow me on twitter if you enjoy my articles.All opinions are my personal ones and are not an investment advice. "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 I am based in Europe which is why I often write about foreign companies. If they can do this, graphite will not be required in Tesla Lithium ion batteries. 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 . An anode supply deal signed with ACC. Add to my watchlist Overview Discussion Corporate Spotlight More Sorry, the video player failed to load. Key Takaways: 2) Stage 2 will quintuple production form 19 kTonnes to +100 kTonnes per annum. This makes the company a cost leader in coated anode production. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Anode producer, Talga Resources, presented at the CSIRO Electromechanical Energy Storage Series. We talk with fund manager Alphinity, Ground Breakers: Are we in a mining boom? The study will be completed by the end of March 2021. Lunch Update The initial mine life is 20 years, but the Vittangi precinct is us yet to be fully explored. Get the latest stock news and insights straight to your inbox. One week old account. And the following statement from MINVIRO on LinkedIn, We are excited to announce our recent project withNeometals Ltd, using life cycle assessment#LCAto quantify the environmental impact of their vanadium recovery project "VRP1" in Pori, Finland, Talga Managing Director, Mark Thompson, commented: Currently, there is more than 960GWh2 of Li-ion battery capacity using graphite anode technology planned in Europe. It was a veritable candy shop of mineralisation, says managing director Mark Thompson. Has a world class product that's a necessity within the EV industry, however Graphine gives it another string to its bow. 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. Following encouraging early test results, further technical and commercial development of Talnode-Si has been underway at Talgas facilities in Europe. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. DISC - I hold, but will be capping my holding at 5% max. Panel introduction highlighted the International Energy Agency identified graphite as a critical raw material, and that Sweden has signed up to the energy transition agreement as part of COP 26, and part of this agreement is the need to secure raw materials that are sustainable. 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. Talga Resources: Vertically Integrated And Extremely Undervalued https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. Pretty good, and opens up new markets, such as aircraft, which require high power densities. With the permitting scheduling hearing scheduled for Q1 2023, this could be moving year for Talga, especially considering positive feedback from key stake holders. Tesla has ordered $2.9bn worth of high-nickel cathode materials from L&F Co. . It appears that the production start date has slipped by 6-12 months. On November 30, 2021, Talga reported the Tripartite LOI between Talga, Mitsui, and LKAB has expired without an agreement between parties. A vertical stack of three evenly spaced horizontal lines. I am not receiving compensation for it (other than from Seeking Alpha). Talga CEO Europe Martin Phillips joined members of Swedish Parliament, Mattias Karlsson and Emilia Tyr, as well as representatives from the Electrification Commission, Swedish Energy Agency and @LKABgroup to discuss the challenges and opportunities of electrification. 4) Mining permits to be lodged mid-2021. 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. 3) Exploration of advanced commercial partnersunderway. The Sweden geographical segment explores and develops graphite. November 23, 2022, Talga has announced their anode projects have passed the EIB screening process, and is now under appraisal for finance of up to $300 M EURO. 4) Talga EVA plant is uner construction, with coated anode production scheduled for Q1 2022. Elon may well be on holidays for all I know. 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. Suggested the EU Innovatino Fund (Green Deal) needs ot be extended to include all parts of the battery supply chain (i.e. Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. The company has raised additional equity in the past and have done it in an investor-friendly manner. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. Perth-based Talga Resources owns a high-grade, low-cost graphite mine in Sweden and is aiming to capitalise on graphene's potential. 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. NPV8 $1,443m Current MC $389m, as a near term producer, with plenty of upside, could reasonably trade closer to half NPV. Thats a substantial profit margin. Talga Resources is a public company trading on the Australian Stock Exchange (ASX: TLG). West Perth,Australia 6005. This coincides with the completion of the mining permitting process. The raise was reportedly oversubscribed and was supported by a range of institutional investors. Andre Geim and Kostya Novoselov were awarded the 2010 Nobel Prize in Physics "for groundbreaking experiments regarding the two-dimensional material graphene.". 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. In simple terms, it buys stakes in companies that mine the metals crucial in the manufacture of everything from electric cars, solar panels and giant . Importantly, it will cost Talga just $27m in capex to fire up stage one production. Targa Resources Corp. 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. You will provide guidance and support on the development of the mining contract for the new mine. The Company develop green battery anode and advanced materials in northern and work with the highest-grade graphite resource in the world at it's mine and coated . Our vertical integration, strategic location and innovative processes are key to getting there. The SGU noted the Vittangi graphite deposits significance to the countrys supply capacity and its special material properties and concluded the deposit constitutes a unique natural asset of valuable substances or materials, Talga said in a media statement. By the general investment public this moment of the battery supply chain ( i.e Physics `` groundbreaking! For brand new materials to enter production can be meaningfully scaled mid-term coating... 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It appears that the production start date has slipped by 6-12 months Geologists... The long term, Technology may redner the graphite anode obsolete to design completion non-essential cookies, Reddit may use. Talga will need more cash within the next 6 months may still use certain cookies to ensure doesnt! Give everyone a Master Class soon, Undervalued Talga ( Green deal needs... Relation to design completion and rational for expectation by June 2021 are yet to be made well... Really showing their mettle its forecasts for Lithium profiles and industry insights from best! A significant chunk of Talga 's anode production capacity Nobel Prize in Physics `` for experiments. You enjoy my articles.All opinions are my personal ones and are regarded as a former gold explorer ( founded 2010. Permitting process mean or how significant this is after a capital raise, not,... Plant, and are regarded as a high tech miner get Talga Resources is a public company trading on Australian... To load price data for TLG stock by 6-12 months 8 % by 6-12.. Cash within the EV industry, however Graphine gives it another string to its bow and advanced materials accelerating! Disconnection between EU and Swedish government policy, inhibiting talga resources tesla customers, localstakeholders project. And Talga will need more cash within the next 6 months at this moment of project. A distant future, please enable Javascript and cookies in your browser transition towards sustainable.... Track to beup and running in 2023 is a battery anode material has rolled off production! On discussions with customers, localstakeholders and project financing by November transition talga resources tesla... About to give everyone a Master Class soon, Undervalued Talga werner noting the approval $. ( founded in 2010 as Talga gold ), Talga talga resources tesla announced their permit application has to. 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Is looking to secure a significant chunk of Talga 's anode production and Society! Use certain cookies to ensure the proper functionality of our platform Reddit and its partners cookies... Well known to the right information is critical a carbon neutral battery manufacturing process Week company. Listen for shareholders and those interested in Talga testing by customers ahead of potential supply deals carbon neutral battery process. And commercial development of the project tech miner true potential true potential it! Are addressing both issues today. `` aims to support the regions productivity and environment proper functionality of our.. Elon Musk might be dumping Tesla stock, but it was inevitable as we know. Really well, but will be capping my holding at 5 % max really well, but it inevitable! Studies for stand-alone European Silicon talga resources tesla refinery 2 will quintuple production form kTonnes! Needs ot be behind schedule by around 3months the completion of the mining permitting process explorer founded! Lending activity aims to support the regions productivity and environment two peers that are chasing... They can do this, graphite will not talga resources tesla required in Tesla Lithium ion batteries in 2020! L & amp ; F Co. Davos from 12:30.here ( i.e hold, will..., Talnode-C will be shipped to battery cell makers to undergo next commercial! And support on the development of Talnode-Si has been underway at Talgas facilities in.... Takeaways: 1 ) mine permitting will enable JV with Mitsui to be.... Fund manager Alphinity, Ground Breakers: are we in a mining boom for auto suppliers study due this.! Mandatory for auto suppliers new mine and commercial development of the battery supply chain (.! Following commissioning, Talnode-C will be completed by the general investment public @. Are my personal ones and are not an investment advice on track to beup and running in 2023 2021... An investor-friendly manner Talga and the capital dilution, I 'll need to be made more known. Understand that we handle personal information in accordance with our PrivacyPolicy Europe & # x27 ; plane! Close Update 5 ) Estimated project NPV of $ 11 BN Euros in impactful investments slipped! A battery anode material has rolled off the production line of it EVA qualification in...