Also, value add for R&D/product pipeline potential. Talga Resources, SolGold and more. EU Green deal is good, and CO2 tariffs will be better. a) Factory production late delayed to 2024. c) Use NPV of DFS and Scoping study, with deduction 20% increase in capital costs. This is consistent with the delays in mine approvals, which were originally programmed to be issued by end of Q1 2022, and which appear to have slipped to Q3/Q4 2022, given the land & environment court hearing is scheduled for Q3/Q4 2022. So, how does one value Talga? 43m @ 20.2% Cg, 33m @ 21.9% Cg (from 66m) NIS22019 incl. They all play in the same field, and in many ways are the opposition of each other. "Strengthening European resilience upstream in the battery value chain" - wound forward to Talga presentation. Tesla is accelerating the world's transition to sustainable energy with electric cars, solar and integrated renewable energy solutions for homes and businesses. 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. This is very unique graphene straight from ore in a single step. Recently, Talga has signed a non-binding Memorandum of Understanding to evaluate the joint development of Talgas Anode Project with Mitsui Group. The MOU has been extended through to 31 August 2022. 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 asAustralia. 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. Step up funding for strategic industrial development for clean tech production. 2) Significant capital cost increase for the project, including $153 million USD to meet premium, tier 1 battery anode preformance requirements (equiv. Talga is also engaged in advanced discussions and due diligence processes with other parties under NDA regarding project financing and partnerships. Talga Group expect the negotiations to be resolved by the end of Q1 2023. 4) Niska Scoping Study (Stage 2) - Talga looking to re-assess this, given the increasing reserves and demand for anode in Europe. Key highlights: On December 9, 2021, Talga announced further results on resource in-fill and extension drilling. There is also a clear sustainability-based rationale coupled with the growth ambition, to recycle and upgrade byproducts and waste streams. Automakers around the globe are rushing into the EV sector as the industry shifts to electrification and self-driving cars. 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. Some subs dont allow seeking alpha sites. 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. While it still sounds like a distant future, there is a company whose technologies are addressing both issues today. It explains the delay in finalising the ACC off-take agreement. The area is now being prioritised for further diamond core drilling over the next month. Could the EV industry pay up for exploration as critical metal demand grows? Andre Geim and Kostya Novoselov were awarded the 2010 Nobel Prize in Physics "for groundbreaking experiments regarding the two-dimensional material graphene.". The material possesses different unique characteristics. Given the recent MOU signed with FREYR, this extension comes as no surprise, given FREYR, as part of their MOU are exploring the opportunity to co-locate prouction facilities, and possibly licencing Talga's manufacturing IP, which were not on the table previously. 2) Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite supply. First Graphene - Erster Kommerzieller Produzent | Aktienforum | Aktien Forum | Diskussionsboard | Community von finanzen.net This is how Talga achieves both extremely low production costs and C02 emissions. They have $5 Billion AUD annual turnover, and are regarded as a high tech miner. Anode supply chains are currently dirty, not sustainable, and inconsistent with European climate goals. 37m @ 29.6% Cg, 103m @ 17.9% Cg (from 55m) NIS22006 incl. Intiially, the development was to be carried out in two stages. We are excited to announce our recent project with, to quantify the environmental impact of their vanadium recovery project "VRP1" in Pori, Finland, IPCEI (Important Project of Common European Interest), proactive role in developing the battery supply chain. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 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. 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. On July 6, 2022, Talga reported the first 13 of a 36 hole drill campaign of 2 km long target between Niska South and Niska North deposits. Stockheads daily newsletters make things simple: Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. 1) key milestone of Vittangi DFS relaese - refer to previous straws. Update following Investor presentation on August 6, 2022. This is where Talga, headed by affable managing director Mark Thompson, comes in. Talnode-Si preliminary feasibility study to be finalized in Q1 2021. Currency in AUD Add to watchlist 1.6150 -0.0350 (-2.12%) At. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. Talga Resources Ltd (ASX:TLG) is building a European source of battery anode and graphene additives, to offer graphitic products critical to its customers' innovation and the shift towards a more sustainable world. 10x revenue for a fast growth business is not unreasonable. Good to see Talga's negotiating position is strengthened, with multiple offtake agreements being negotiated simultaneously. 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. e) 20% share dilution to fund business through to 2024. f) Stage 1 completion:2024, Stage 2: 2027, stage 3: 2029. They applied to mine 100k for 22 years. Key takeaways: 1) Talga and FREYR to work towards commecail supply of Talnode range of anode materials. Not only is it positive to see this extension, as to me it suggests they are on to something worthwhile, but something I find exciting is the sentence I have emboldened below. The Talga share price is soaring after the company reported it has extended its MoU with Mitsui & Co. Europe Plc. 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. 1) Mark commenting on o tweet from the European Investment Bank (EIB) President, Werner Hoyer. AMATI STRATEGIC METALS: Duo behind 90m fund are really showing their mettle. Development will include battery materials lab, and battery cell making facilities for cycle testing. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. We needed to develop our own technology around how to make the stuff mix into other peoples products. Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine spherical graphite product strategy. We discovered that the graphene itself didnt play nice with other materials, Thompson says. 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. Interestingly, this is after a capital raise, not beforehand, which is often the case with MDs. 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 . About Verkor - Verkor has significant backing, including Renault Group. Leading up to the hearings for environmental approval early next year, I feel this public affirmation of the positives of the project, and the need for the project, can only help the cause. Mr Thompson has over 30 years global experience in the mineral industry including resource project development, technology and management. Surprisingly, it is not a privately-held startup researching some nanoparticles in a lab. 25m @ 40.0% Cg (from 156m), 26m @ 37.6% Cg (from 159m) NUS21012 incl. Interesting video outlining the geology of the Vittangi Site. These [companies] will be price takers, whereas we are set to define the products we want to sell. 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. Nice! It operates through the following geographical segments: Sweden, Germany, United Kingdom and Australia. Talga Group today reported today their EVA plant is now operational, and has commenced production of their Talnode-C for 20+ customers as part of the anode qualification and procurement process. Key takeaways: 1) Mine & production life extended from 22 to 24 years. "The positive trajectory of interest in Talnode-Si from battery customers and our emergingproject development partners is most pleasing. West Perth WA 6005 Trades cannot be saved or cancelled while they are pending-processing. Couldn't help but notice Managing Director, Mark Thompson recent increase in activity on Twitter. So one day soon 1 million tonnes @ $12k basket. You will provide guidance and support on the development of the mining contract for the new mine. Talga Resources aiming to become Europe's next commercial scale Li-ion battery anode producer Proactive 4.4K views 2 years ago Martinrea Improves Brake Lines with Graphene - Autoline Exclusives. This infrastructure will enable Talga to accelerate Stage 2, the progress of which will be dependatn on mining permits / approvals. Vae anketa. I hold shares in Talga, NeoMetals, and Magnus Energy. Local supply isnt just strategically important but can be mandated by the financiers and local governments. The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. Our Swedish battery metal projects provide additional avenues for Talga to deliver value across the European battery supply chain.. 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. The key features of this announcement are: 1) Talga and ABB have agreed to develop the Front End Engineering and Design (FEED) for the development of the concentrator and anode plant for Stage 1 for completion in June 2022. Incorporation Details Mining is a dirty and energy-consuming business. Does anyone have an idea what the correct market cap could be for Talga and the logic and rational for expectation. 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. 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. Trading- und Aktien-Chat - ffchenNotToGo schreibt: 28.02.2023 22:15 Dow Jones schliet im Minus Anleger begeben sich auf Suche nach Orientierung https:/ Add to my watchlist Overview Discussion Corporate Spotlight More Sorry, the video player failed to load. In this video, I want to provide commentary on a webinar where Talga Group and Northvolt have both talked about the bottlenecks of the EU battery supply chai. Talga expecting to sell one tonne of anode at $11250. As well as new relationships opening with other major car manufacturers. Talga wholly-owns its graphite deposits in Sweden, which it claims host the largest resources in Europe. The raise was reportedly oversubscribed and was supported by a range of institutional investors. Engineering and design studies are expected to be completed this month. Could the EV industry pay up for exploration as critical metal demand grows? On November 24, Talga reported high grade intercepts, increasing the anticipated grades, and extent of the resource. We work with the highest-grade graphite resource in the world at our mine and coated anode production facilities, ensuring our part of the battery supply chain is clean, ethical and secure. Look out for the potential for something out of left fieldin the form of direct investment to accelerate Talga's development of Stage 2. Anna-Michelle Asimakopoulou's key points: My takeaway is, Talga's challenges centre around authority approvals, hence why the intense lobbying underway, and financing does not appear to be that much of a concern - Perhaps a big announcement will be forthcoming over the next few days. I like that this company is in the new battery sector, and the graphite industry as well. Expecting the definitive feasibility study in March. Construction costs will also escalate by 8-15% due to the delay.Annoying. This has huge implications fo rthe anode supply chain in Europe - Link here. Check out their investor presentation. Talga Resources Ltd (ASX:TLG) is listed on the Australian Securities Exchange. The mine is likely to be expanded greatly with the Niska Expansion Project. 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). 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 . In November 2020, Talga Resources changed its name to Talga Group to reflects the company's position as an emerging producer of a diverse range of sustainable graphitic products and technologies spanning lithium-ion battery materials and graphene additives. Goldman Sachs, late last month, lifted its forecasts for lithium. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. 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. funded study into the electricication of the automotive industry in the UK. This is the final qualification phase prior to offtake agreements being signed. The is a gross margin in excess of 80%! Click for membership options. 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. You can find out more about our policy and your choices, including how to op-outhere. Talga Resources has a trailing 12-month revenue of around $16,420. For investors, getting access to the right information is critical. 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 . 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. On June 12, 2014, Tesla announced that it will not initiate patent lawsuits against anyone who, in good faith, wants to use its technology. Talga needs faster permitting / approvals, and decisionmakers to take responsibility. (Company Presentation CSIROE October 2020, Pages 6 and 18). 2) ACC has been awarded funding by the EU as an IPCEI (Important Project of Common European Interest). June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. This is likely to stimulate competition for the only locally produced, qualified anode in Europe. Talga will have production capacity of 19 000 Tonnes per annum by 2024, and report they have EOIs from battery manufacturers for more than 300% of this capacity. 90m @ 30.8% Cg (from 155m) NUS21008 incl. 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. Vincenzo Conforti - Head of Govt. is here. Theres so much money to be had in battery recycling. Inflection points to watch: Commercial agreements (10 months), financing JVs to fund the project (10 months), Approvals (6 months). Talga Group Ltd (TLG.AX) stock historical prices & data - Yahoo Finance Sign up Talga Group Ltd (TLG.AX) ASX - ASX Delayed price. 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. The key difference is that they are more advanced than SGA, as they have each already developed an effective refinement process via metwork and are now at the feasibility studies stage. The center is a significant expansion of Talgas UK R&D facilities, first launched in 2016. Unfortunately, these engagements are under active non-disclosure agreements. A 35 fold increase. Unsubscribe whenever your want. The plant near Heilbronn manufactures high-voltage systems for electric vehicles and plug-in hybrids. Talga owns Europe's largest natural graphite . 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