They applied to mine 100k for 22 years. 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 That's 1 metre of excavation across the Stage 1 pits to deliver about $195 M USD of anode per annum, minimising the environmental impact of the mining operation, energy intensity, and production costs. Graphene is a two-dimensional atomic-scale material, that is made of a single layer of carbon atoms. Here is the tweet. Talga has announced the launch of a fully underwritten institutional placement to raise USD$18.8 Million (AUD$25 million) before costs and a non-underwritten Share Purchase Plan to eligible shareholders to raise up to USD$7.5 Million (AUD$10 million). Suggested the EU Innovatino Fund (Green Deal) needs ot be extended to include all parts of the battery supply chain (i.e. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +22.82%. 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. I consider this illustration from The future of Energy Storage: Cobalt and Lithium Markets Strategic View to be extremely helpful to visualize the role of graphite anode in battery manufacturing. 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. It is important to note that not all this value is directly related to graphene - some of the companies have other activities, mainly graphite mining and supply. EU Green deal is good, and CO2 tariffs will be better. The short video is well worth a watch as Mark looks back at some of the biggest achievements. 4) Talga EVA plant is uner construction, with coated anode production scheduled for Q1 2022. 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. The [Tata] scientists we worked with were so impressed with what we were doing they left and joined us. 16:30: EZ : 16:19: EZ : Nejdiskutovanj zprvy dne. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. Niska Scoping Study to evaluate the significant capacity expansion of the planned Anode Project in November 2020. Talga doing what looks to be some pretty effective lobbying / promotion for its Swedish Anode project: Talga attended the parliamentary seminaras part ofefforts to recognise #WorldEnvironmentDay, highlightingthe need for collaboration in tackling climate change, and the importance of electrification in efforts to reduce greenhouse gas emissions and averting the climate crisis. 43m @ 20.2% Cg, 33m @ 21.9% Cg (from 66m) NIS22019 incl. Does anyone have an idea what the correct market cap could be for Talga and the logic and rational for expectation. Goldman Sachs, late last month, lifted its forecasts for lithium. 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 . Talga Group has been active over November on the IR front. 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. joined members of Swedish Parliament, Mattias Karlsson and Emilia Tyr, as well as representatives from the Electrification Commission, Swedish Energy Agency and. The mine is likely to be expanded greatly with the Niska Expansion Project. 3) Significant sales price increase for the product. Luckily, it is not. 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. Thompson's Talga Resources plans to convert high-grade graphite from Sweden into a material called graphene, which is stronger than steel, conducts electricity better than copper and is so light and flexible that companies like Samsung Electronics Co are using it to develop new devices. Next article. 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. The feedstock from the trialmine will be used for advanced qualification trials at our EVA anode plant with arange of global customers as we scale up towards commercial production in 2024.. Interesting Tweet. Battery and advanced materials company Talga Group Ltd (Talga or the Company)(TLG:ASX) is pleased to advise it has further extended the Memorandum of Understanding (MoU) with Mitsui & Co. Europe Plc (Mitsui), a subsidiary of Mitsui & Co., Ltd., one of the largest global trading and investment companies based in Japan. (Error Code: 100013) LEADING THE BATTERY METALS REVOLUTION 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). Finally, even though there are no definite plans about it now, I count on a possible listing in the US in 2021. 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. Intersting takeaways: 1) Vittangi Detailed Feasibility Study due this month. European Investment Bank Published tala's Anode Development as a Project to be Financed - Under Appraisal. In the long term, Technology may redner the graphite anode obsolete. Discovered in 2004, graphene is a super material renowned for its incredible strength and conductivity. Need prompt action to prevent embedding unsustainable supply chains. 46 Colin Street Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. Another positive in this report is that it signifies the completion of exploration expenditure for the time being, reducing cash burn going forward, during this its transition from an anode developer to an anode producer. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. 4) Project program slips to 2024, a 6 to 12 month delay form previous guidance. We were working with companies like the Tata Group at the time. Ive been watching the share price for a little bit now since its run up toward $2 it seems to have based here and positioned for a big move on any news.. what can we expect within the next month?? Even Nikola (NKLA), a publicly-traded company with a questionable reputation whose claims have been challenged and/or proven false is still valued at around USD 9 Billion (per October 9, 2020). At the time, there was almost no western explorers or miners in graphite the mineral used to make the anode for lithium-ion batteries. I have attached the Swedish mining approval process below. He explained that he wanted to avoid a stronger dilution and is aiming to finance the mine and other projects in a non-dilutive way, which he was very confident about. This was presented last month. February 24, 2023 | Reuben Adams, February 21, 2023 | Gregor Stronach, February 14, 2023 | Jack McGinn. Megan prompted Mark to raise funding / financing, but Mark didn't bite, stating the real issue regarding financing is speed. It confirms Talga groupare pushing ahead with developing the trial mine and pilot plant. On the eve of the announcement of the SPP results, Talga Group's largest shareholder, Smedvig has completely sold out of Talga Group, via a bookbuild at what appears to be the SPP price of $1.45. This sector wide performance maybe related to a number of positive factors relevant to the sector during thisperiod including but not limited to: An EV Anode Pilot Plant update has been released. 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. 1) Mining permits progressing well, and expect approval in the first half of 2022. Talga Resources Ltd (ASX:TLG) is listed on the Australian Securities Exchange. EU needs to help businesses replicate what Talga is doing in Sweden. Add to my watchlist Overview Discussion Corporate Spotlight More Sorry, the video player failed to load. 6)Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Sell.". Tesla zaala do. I expect this MoU to develop in a development agreement in the coming months, maybe shortly after the results of the scoping study. Investment fund Amati Strategic Metals is designed to generate returns from the world's march towards net zero. 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 . Only registered members can use this feature. Featured News What a HUGE saving in CO2-eq alone! Responsibilities will include optimizing mine designs and liaising with engineering and mining personnel to ensure the mine plans are executed efficiently and safely. However, the shares can still be acquired in the US OTC. Graphite is significantly closer to the surface than anticipated, with just 0.5 - 3 metres of soil and cover. funded study into the electricication of the automotive industry in the UK. 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. The scale of a potential scoping study would be based on discussions with customers, localstakeholders and project development partners. 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. We may learn more about Sweden's intentions during COP26. 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. They are trialling the higher marginTalnode -Si product as well. We look forward to fast-tracking the development and commercialisation of Talnode-Si as part ofour vertically integrated business strategy to provide high performance anode material at acompetitive price and produced to the highest environmental standards.". Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. With the permitting scheduling hearing scheduled for Q1 2023, this could be moving year for Talga, especially considering positive feedback from key stake holders. This will enable customers to qualify Talga's anode for future production, leading the way to offtake agreements. This is a listed company with technology whose products are progressing through confidential qualification processes with 35 active Li-ion battery manufacturers including six major global automotive original equipment manufacturers (Talga Looks to Expand Battery Anode Capacity). Suite 3.03, Level 3, 46 Colin Street, WEST PERTH WA 6005 . 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. 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.. 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. 2) Looking to partner to raise the other 40% - Thereby Talga likely to hold 60% stake in anode business. Talga is a vertically-integrated technology company that possesses both the natural resources and the technology to develop products that are likely to be in high demand from EV and battery manufacturers around the world. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. Production of graphene-graphite precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping study, pushing release to November. Talga announced an expanded MOU with ABB. Back of envelope price target The study is expected to be completed by June 2021. EVA Pilot plant to be located within the Swerim Metals Research Institute, close to Talga's proposed full-scale anode refinery site. A. Key highlights: On December 9, 2021, Talga announced further results on resource in-fill and extension drilling. If we are, it aint like the last one, ASX Renewable Energy Stocks: Talga grows graphite resource to cash in on EU battery grab, Resources Top 5: A 1460g/t gold hit, more lithium, and Europes first battery anode factory goes live, Market Highlights and 5 ASX Small Caps to watch on Thursday, You can find out more about our policy and your choices, including how to op-outhere. Some key takeaways: European battery production to grow by around 275 GWhr per annum over the next 10 years. 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. I particularly dont like the Graphite component of LI-ion batteries, its what helps them explode, and IMHO, the sooner we get Graphite out of the equation the better. Talga will use the proceeds to fund the Electric Vehicle Anode (EVA) pilot plant as part of the development of the Vittangi Anode Project located in northern Sweden. Pretty good, and opens up new markets, such as aircraft, which require high power densities. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. 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. NPV8 $1,443m Current MC $389m, as a near term producer, with plenty of upside, could reasonably trade closer to half NPV. Stockhead is providing factual information where there is a reasonable likelihood of doubt. 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. Here is the tweet. Talga Resources (TLG) is engaging with major lithium-ion battery manufacturers for battery anode products from the Vittangi Anode Project in Sweden Talga has received such a significant interest in its Talnode-C product that the requested supply triples its planned production capacity Stockhead is providing factual information where there is a So, how does one value Talga? Suggested Talga needs to build a positive narrative on why the Talga Project is needed for the EU and Sweden. The outcomes will be in addition to the currentNunasvaara South PFS production plan of 19,000 tpa. A link to the EIB approval process is here. Get the latest stock news and insights straight to your inbox. Could the EV industry pay up for exploration as critical metal demand grows? And while it explored those projects quite successfully following the IPO, the company didnt see them growing into company makers. The Ethical Investor: How important is corporate culture for ESG investors? The new EVA plant allows Talga Group to demonstrate it can delivery quality anode materials at scale. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. 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. Important submissions include: The court hearing will be scheduled shortly after a court organised site visit on September 20, 2022. 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. It was also announced that Talga's partner, ABB have received a letter of support form Swiss Export Risk Insurance (SERV) for ABB's delivery for the project. Talga not only mines graphite, but it also develops graphite anodes that are used in battery manufacturing. 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