This is all good stuff but I would rather hear more about their Talnode-Si development, and progress on solid state batteries. This integrated graphite anode project in Sweden has the potential to make serious money over its initial 22-year life, according to a May pre-feasibility study. 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. By combining the development of their integrated graphite anode facility in Sweden into a single commercial stage, Talga (ASX:TLG) has been able to offset . Talga reported the remaining balance of its 36 hole drill campaign. There should be results of the large-scale trial for Talga coating graphene product - Talcoat - mid 2021 at the latest, which might lead to revenue-generating contracts for the company. A second application on a separate vessel followed soon after, and both trials remain ongoing. European Investment Bank Published tala's Anode Development as a Project to be Financed - Under Appraisal. The short video is well worth a watch as Mark looks back at some of the biggest achievements. The outcomes will be in addition to the currentNunasvaara South PFS production plan of 19,000 tpa. This infrastructure will enable Talga to accelerate Stage 2, the progress of which will be dependatn on mining permits / approvals. Talga Resources Ltd Porter Five Forces Analysis-Porter Five (5) Forces Model was proposed by Michael E. Porter in 1979. Talga is also engaged in advanced discussions and due diligence processes with other parties under NDA regarding project financing and partnerships. Create an account to follow your favorite communities and start taking part in conversations. Morning Update You can find out more about our policy and your choices, including how to op-outhere. Talga's graphite/graphene strategy. Continuing to tick all the right boxes with resource recovery and green initiatives.These Life Cycle Analysis requirements are going to place companies like Talga in the limelight. | February 25, 2023 5) Construction costs have increased - I am allowing for 20% increase in capital cost for factory / mining. 2) Significant capital cost increase for the project, including $153 million USD to meet premium, tier 1 battery anode preformance requirements (equiv. We were working with companies like the Tata Group at the time. 1) key milestone of Vittangi DFS relaese - refer to previous straws. Value engineering study is nearing completion. The reason given for the raise is to fund expansion and advancement of the Vittangi Anode Project development, next generation anode R&D and commercialisation, and general working capital. These [companies] will be price takers, whereas we are set to define the products we want to sell. 46 Colin Street 2) Mine permitting will enable JV with Mitsui to be resolved. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. The MOU has been extended through to 31 August 2022. Only registered members can use this feature. 2) LOI is non-binding, and non-exclusive to enter co-development agreements by June 30, 2021. 2) Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite supply. Talgas unique tech puts it miles ahead of its peers, made really high-performance lithium-ion batteries. 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. Especially when considering Vulcan is actually carbon negative! https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. I am not receiving compensation for it (other than from Seeking Alpha). We note that's an . As this industry grows, theres a coordinated push to establishinternalEV supply chains across the EU. First Graphene - Erster Kommerzieller Produzent | Aktienforum | Aktien Forum | Diskussionsboard | Community von finanzen.net We could now cheaply, with no limit on scale, make endless amounts of graphene, Thompson says. Talga (ASX:TLG) began listed life as a gold explorer in 2010. 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 This is required for the final customer validation phase for anode materials. Talga attended the parliamentary seminaras part ofefforts to recognise. Large scale geophysical survey identifies 600 m long conductor adjacent to planned concentrator site. Theres so much money to be had in battery recycling. In December 2019, the company announced the commencement of a new large-scale trial of its coating product Talcoat, a graphene additive for maritime coating. 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. The plant near Heilbronn manufactures high-voltage systems for electric vehicles and plug-in hybrids. What a HUGE saving in CO2-eq alone! Incorporation Details 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 is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. Please disable your ad-blocker and refresh. Talga Group Ltd is a technology minerals company. The ones that can be meaningfully scaled mid-term are coating and battery storage. US energy giant Tesla will next year open a factory near . They want to make anode battery material in Europe, with greenly extracted graphite. 1) Mining permits progressing well, and expect approval in the first half of 2022. Our Swedish battery metal projects provide additional avenues for Talga to deliver value across the European battery supply chain.. 4) Niska Scoping Study (Stage 2) - Talga looking to re-assess this, given the increasing reserves and demand for anode in Europe. It can be combined with other materials to enhance their properties. The final phase ofTalgas Niska South trial mine is an important step in establishing our Europeanvertically integrated green anode business, which we believe will become asignificant supplier to this key battery and EV market. The new EVA plant allows Talga Group to demonstrate it can delivery quality anode materials at scale. Talga Group This is also known as Online Behavioural Advertising. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. 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. 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. 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. It is disappointing that Talga was unable to close an acceptable deal, however, Talga's negotiating position is weak without offtake agreements, which will not be forthcoming until after the EVA plant is in full production for 6-12 months. 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 . It also appears the EIB finance is conditional on supporting European supply chains, given the offtake negotiations announced are focussing on European manufacturers (and this is mentioned in the announcement). 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. A big news month for Talga, as the long awaited DFS is due by the end of the month, and the MOUwith Mitsu expire om June 30. Some key takeaways: European battery production to grow by around 275 GWhr per annum over the next 10 years. Talga is well situate to help Europe achieve its push into electrification as well as its push for locally sourced battery materials. Suite 3.03, Level 3 And while it explored those projects quite successfully following the IPO, the company didnt see them growing into company makers. The initial mine life is 20 years, but the Vittangi precinct is us yet to be fully explored. As well as new relationships opening with other major car manufacturers. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). One would expect Talga Resources to be extremely overvalued by now. Werner noting the approval of $11 BN Euros in impactful investments. Intiially, the development was to be carried out in two stages. EVA plant installation scheduled to begin in Q4 2021. There are so many potential application fields that even Wikipedia has a standalone article on the potential application of graphene. 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. 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. EU needs to help businesses replicate what Talga is doing in Sweden. 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. Although the reported three month delay in the DFS seems like a worryingly long delay. Inflection points to watch: Commercial agreements (10 months), financing JVs to fund the project (10 months), Approvals (6 months). Automakers around the globe are rushing into the EV sector as the industry shifts to electrification and self-driving cars. It appears that the production start date has slipped by 6-12 months. Offtake agreements and financing to by end of Q2 2023. Now were talking about EVs cleaning up the environment. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Key takeaways: 1) Talga and FREYR to work towards commecail supply of Talnode range of anode materials. However, the shares can still be acquired in the US OTC. Numerous near-term catalysts can catapult Talga into a different league, which is likely to positively affect its valuation and create a positive feedback loop for the stock price going forward: Disclosure: I am/we are long TLGRF. 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. Niska Scoping Study to evaluate the significant capacity expansion of the planned Anode Project in November 2020. An anode supply deal signed with ACC. The Pre-feasibility Study was base don a sale price of $11 250 USD per Tonne, whilst the DFS has upgraded thsi to $16k per Tonne in 2024, then stabilising at $13k USD per Tonne in 2030 and beyond. Elon may well be on holidays for all I know. Our lending activity aims to support the regions productivity and environment. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. 2) Mark Thompson flagged an increase / expansion in production is forthcoming in updated feasibility / scoping studies, due to increasing customer demand. Additionally, Talga has a naturally competitive advantage in different areas. Most important however is that its unique properties were observed in labs, and most of them cannot be transferred into the real-life application just yet. Talnode-Si aims to address the two most important characteristics of the current battery technology to increase the capacity and to reduce its loss after charging cycles. 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. Elon Musk might be dumping Tesla stock, but one prominent investor just bought in ; Combine Talga anode material with Vulcan Lithium and you have very close to a carbon neutral battery manufacturing process. Secondly, Benchmark EV Fest - Graphite vs Silicon presentation. 4) Mine permitting will enable European Development Banks to approve/progress funding of project. Featured News Special Report: Talga Resources is not your everyday, aspiring graphite miner. 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. Talga reported to the market the MOU signed with LKAB (Swedish govt owned)and Mitsui has been extended to November 30, 2021. Segment: Open Market Copyright 2023 Tradegate Exchange GmbH Please note terms & conditions DAX, MDAX, TecDAX and SDAX are registered trademarks of Deutsche Brse AG Talga owns Europe's largest natural graphite . 2) Talga plan to epectrify their underground mining operations using ABB Ability eMine. Thanks . EU Green deal is good, and CO2 tariffs will be better. They are making the situation worse!! 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. Graphene is a two-dimensional atomic-scale material, that is made of a single layer of carbon atoms. Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. Additionally, seeing such shallowand high grade mineralisation extending from our drilling and deposits up to 3km awaydemonstrates the consistency of this world-class graphite supply for more sustainablebattery manufacturing within Europe.. As of the last closing price of AU$1.76, shares in Talga were trading +27.72% higher than their 200 day moving average. 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 . 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. 100k anodes planned at $12k per tonne. However, Niska permit applications were lodged last year. 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. Copyright 2023 Strawman Pty Ltd. All rights reserved. If you have an ad-blocker enabled you may be blocked from proceeding. Key takeways: 1) Talnode-Si approach is focused on a practical, scalable solution for silcon anode dosing, using Talga's proprietary graphene coating technology. Talga as we all know is one remarkable company, just need to be made more well known to the everyday invester. The Mercedes relationship strengthens. And they want to move fast . So how much will Germany want 500k, what about the rest of Europe and then Asia. Lunch Update Details of Talnode -Si anode performance provided. Development will include battery materials lab, and battery cell making facilities for cycle testing. Talga has been developing Talnode-Si since 2018 at its facilities in Cambridge, UK, with commercial samples being produced at its pilot facility in Rudolstadt, Germany. The automotive and cell companies that we are talking to, they actually want European [anode] supply starting in 2022 or earlier, Thompson says. 25m @ 40.0% Cg (from 156m), 26m @ 37.6% Cg (from 159m) NUS21012 incl. 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. 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. 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. Tesla zaala do. The Vittangi project certainly fits within NIB's core purpose of supporting the regions productivity and environment. A big red flag. Growth within the industrial minerals market is a strategic activity to reduce dependence on the iron ore market which today accounts for around 90 per cent of the external sales. 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. The company mines natural graphite, using 100% sustainable electricity and locally-produced materials. 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