We may learn more about Sweden's intentions during COP26. General discussion on decarbonised transport, renewables, batteries, graphite, and graphene is also welcome here. Graphite is significantly closer to the surface than anticipated, with just 0.5 - 3 metres of soil and cover. https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. Engineering and design studies are expected to be completed this month. 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. 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. View today's TLG share price, options, bonds, hybrids and warrants. Thats not too into the future! Press J to jump to the feed. EU Green deal is good, and CO2 tariffs will be better. I however also know that the TAM is so large that there is ample room for many players. Revenue of $1.2bn at 80% margins, higher than apple and Tesla combined. Tesla has ordered $2.9bn worth of high-nickel cathode materials from L&F Co. . Step up funding for strategic industrial development for clean tech production. So, how does one value Talga? That deal was completed in 2012. Local supply isnt just strategically important but can be mandated by the financiers and local governments. Thanks . Most likely battery capacity and the weight of the materials used. June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. He takes his time to explain his ideas and vision and does not dodge hard questions. Discovered in 2004, graphene is a super material renowned for its incredible strength and conductivity. 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 anode production facilities, ensuring it's part of the battery supply chain is clean, ethical and secure. 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. Extended to 31 March 2023 and this extension is expected to align with expected finalisation of execution plans. For Talga, there are big economic and performance advantages to becoming Europes first anode producer. Andre Geim and Kostya Novoselov were awarded the 2010 Nobel Prize in Physics "for groundbreaking experiments regarding the two-dimensional material graphene.". Talgas mine and anode production facility is located in Sweden, a country with almost half of the electricity production which is covered by hydroelectric power stations. Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). One would expect Talga Resources to be extremely overvalued by now. 3) JV agreement and project financing by November. Everything was going really well, but the timeline for brand new materials to enter production can be long, Thompson says. A vertical stack of three evenly spaced horizontal lines. is here. 35 talking about this. Expect a material re-rate once JV partnership is finalised (if favorable) & if mining permits granted. 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. This field is for validation purposes and should be left unchanged. | February 25, 2023 The current investors attitude towards technology companies promising us a greener future by liberating us from the dominance of the combustion engine can be best described by this meme: Talga is a startup which claims that it can increase battery density by 20% and is valued above USD 1 Billion in the latest financing round (Sila Nanos battery tech is now worth over $1 billion). Worth a listen for shareholders and those interested in Talga. 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. April 21, 2202, Talga Group announced their permit application has progressed to a court hearing. I found the following slide to be quite revealing. Vae anketa. I've been an investor for 3yrs now, I completely agree and I think their technology is better than they're letting on. We started building our own science and R&D team, responsible for working out how to get our graphene to mix with a customers product.. 2 Richardson St 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. Note: Talga will need more cash within the next 6 months. "Strengthening European resilience upstream in the battery value chain" - wound forward to Talga presentation. Talnode-C and Talnode-Si are currently undergoing customer qualification with numerous parties. 5) Estimated Project NPV of $1 054 000 USD, based on a discount rate of 8%. Talga Looks to Expand Battery Anode Capacity, Sila Nanos battery tech is now worth over $1 billion, Outstanding PFS results support Vittangi graphite development, The future of Energy Storage: Cobalt and Lithium Markets Strategic View, Talga Fast Tracks Mass Producible Silicone Anode Product. I expect this MoU to develop in a development agreement in the coming months, maybe shortly after the results of the scoping study. Talga Group Ltd is a technology minerals company. I'm buying more tonight every time these numbers come out it puts a massive smile on my face , only wish I could buy more, but i've got about 15% of my portfolio in TLG and will sell others if the news is insane - which it probably will be. 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.. 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. 16 min read. Been a small investor in this company for about a year now. In June 2016 the company raised $10 million in a placement. Talgas market capitalization is only around USD 150 Million (per October 9, 2020). The company was not affected by the current EV-Hype and is still valued as a pure natural resources miner whose mine is still 2 years away. Process Engineer - Roles include: .you will be part of a Swedish Project team and will assist management in obtaining licenses and permits for the production facilities. Preliminary Feasibility Study (PFS) indicates potential pre=tax annual profit of $188m USD, an IRR of 55%, based on planned production capacity of 19 000 Tonnes per annum. The project is currently in the permit stage where Talga is expected to be able to start establishment shortly.". Australia. ( Graphene Week 2018 Company Presentation , Page 8) The ones that can be meaningfully scaled mid-term are coating and . (Graphene Week 2018 Company Presentation, Page 8). Some subs dont allow seeking alpha sites. Importantly, it will cost Talga just $27m in capex to fire up stage one production. 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. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. It is 1 million times smaller than the diameter of a single hair, yet it is 200 times stronger than steel and still lightweight and flexible. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Some test results of product trials. The estimated Net Present Value (NPV) of the project over 22 years is USD 1.056 billion, calculated with a discount rate of 8 percent (Outstanding PFS results support Vittangi graphite development). 4) Detailed Feasibility Study to be released by June 30 for Stage 1 plant to start operation in 2023. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. 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. Advertisement Advertisement New questions in Araling Panlipunan. 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. 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. Also found this article reporting the Industrial Development that will be the hoem of Talga has been approved hereThe article refers to a company called "Talga Graphene" will be the anchor tenant. 4) Talga EVA plant is uner construction, with coated anode production scheduled for Q1 2022. 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. This is also known as Online Behavioural Advertising. You can extrapolate to your own numbers. Firstly, paydirt's Battery Minerals Conference. Suggested Talga needs to build a positive narrative on why the Talga Project is needed for the EU and Sweden. . 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. There are so many potential application fields that even Wikipedia has a standalone article on the potential application of graphene. How disgusting is it that China Synthetic creates nearly 35 tonnes of CO2-eq per 1 tonne of coated anode. Presumably, this will inform the mining permit application to verify envirnmental impact can be well managed. I have assigned a probability of successful execution/conversion of the stages as follows: My weighted valuation, based on the above probabilities is $1.72. "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.". 3) Pilot plant construction underway, and will be operational this year, with a capacity of up to 5000 Tonnes per annum. It appears there are plans to significantly increase the scale of Taga's anode production plans, given the demand, and the scale of their as yet only partially defined deposit. This company is about to give everyone a Master Class soon, Undervalued Talga. 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. China spherical . 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. Talga needs faster permitting / approvals, and decisionmakers to take responsibility. Key takeaways: 1) Massive demand for anode material in Europe over the next 10 years (5x growth) present a unique opportunity. It is unclear to me what design studies mean or how significant this is in relation to design completion. 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 . An update on the Vittangi graphite resource is expected in Q4 2022. (Company Presentation CSIROE October 2020, Page 16). Nice! 4) Regulatory approvals for Stage 1 by March 2022. Talga Resources announced this week they have been awarded a $1.8 M grant to complete a feasibility study to into the development of an anode refinery in the UK for their Talnode-C product. Mark Thompson is an extremely investor-friendly CEO. The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. 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. Click for membership options. quality control labs) and Germany (processing technology scale-up and graphene production). 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. This is required for the final customer validation phase for anode materials. I am wondering whether this update is more about pumping the the share price prior to a capital raise. We now employ 35 technical and professional people from the exploration and discovery of graphite, through mining and processing, to marketing and R&D of new battery materials and graphene additive products. 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. Net present value including the Niska expansion with 8% discount rate is around 4-5 billion USD. Also, council have approved upgrade to access roads for development Vittangi Anode Project DFS has been delayed to June 2021, reportedly due to COVID-19 related site access delays. Talga Resources: Vertically Integrated And Extremely Undervalued https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. Elon Musk might be dumping Tesla stock, but one prominent investor just bought in ; 4) The off-take agreement is for 60% of Talga's maximum Stage 1 output. The extended MoU between Talga and Mitsui continues the intent to advance potential co-development of Talga's Vittangi Anode Project in Sweden through Joint Venture. The material possesses different unique characteristics. 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. Talga Resources Ltd. Aktie Profil Die Talga Resources Ltd. Aktie wird unter der ISIN AU000000TLG7 an den Brsen Frankfurt, Dsseldorf, Mnchen, Stuttgart, Berlin, Sydney, Nasdaq OTC, BX. 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. And they want to move fast . The DFS, financing, and JV news yet to come. Talgas mine is estimated to have the highest grade of graphitic carbon among its competitors. Our customers are the OEMs and brand names of the world., >> Now watch: 90 Seconds With Mark Thompson, Talga Resources. Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. This is due to the increasing supply / demand imbalance, an the increase in quality of the anode material (refer point 2 above). 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%. 16m @ 35.6% Cg (to end of hole), Remaining results expected in August with an update of Vittangi graphite resource to follow, Norrbotten County Admin. The factory will be unique in its kind and will be able to deliver 19,500 tons of finished anode material annually, enabling the production of 400,000 electric cars. 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 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. 2) Telsa developing a silicon anode - Tesla are planning to develop a Silicon only anode. This means the relevant authorities have completed scrutiny of the application documentation, including supplementary information provided by Talga Group. Talga Group expect the negotiations to be resolved by the end of Q1 2023. And that is a great approach in todays climate sensitive environment. Focusing on battery material innovations, development and characterization, the center is designed to complement Talgas existing facilities in Sweden (Talnode-C EV qualification production and battery Unfortunately, these engagements are under active non-disclosure agreements. At a European battery show in Hanover in early 2018 the company was swamped with queries from car brands, electronics companies, and battery makers, says Thompson. Talga Group Ltd is a technology minerals company. We develop green battery anode and advanced materials in northern Sweden that will help shift the world to a sustainable future. There is significant risks in permitting, financing, and offtake agreements. Get Talga Resources Ltd historical price data for TLG stock. 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. Get the latest stock news and insights straight to your inbox. However, the permitting appears to be low risk, with local government support; financing appears to be garnering significant interest; and the EV transition, supply chain risks, nd ESG policies appear to be driving strong demand from customers. This coincides with the completion of the mining permitting process. However, this was not the only surprise visit, as Musk's jet made another unscheduled landing in Sweden. Successful exploration allows us to better plan future scale-ups and fully realise the deposits potential for clean battery manufacturing. What are the biggest challenges of flying personal transportation? It explains the delay in finalising the ACC off-take agreement. Our lending activity aims to support the regions productivity and environment. Investing.com has all the historical stock data including the closing price, open, high, low, change and % change. UK supply chains that were in the earlier planning phases, likely to suffer the consequences of BREXIT. The Mercedes relationship strengthens. Upgrade your membership to unlock all content. Email Lists AMATI STRATEGIC METALS: Duo behind 90m fund are really showing their mettle. They all play in the same field, and in many ways are the opposition of each other. So, a positive and a negative. Click for membership options. 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. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. As well as new relationships opening with other major car manufacturers. Talga Resources shares (TLG) are listed on the Australian Securities Exchange (ASX) and all prices are in Australian dollars. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. I wrote this article myself, and it expresses my own opinions. You will provide guidance and support on the development of the mining contract for the new mine. 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. Goldman Sachs, late last month, lifted its forecasts for lithium. 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.". The mine is likely to be expanded greatly with the Niska Expansion Project. 5) EV anode pilot plant production commissioning & commencement early 2022. Sweden is a developed country in terms of physical and digital infrastructure and gives Talga Resources easy access to the European battery market. Morning Update That remains one of the worlds greatest breakthroughs when it comes to graphene.. The full-scale production is planned for 2023. It appears that the production start date has slipped by 6-12 months. The automotive and cell companies that we are talking to, they actually want European [anode] supply starting in 2022 or earlier, Thompson says. 2) Mark Thompson flagged an increase / expansion in production is forthcoming in updated feasibility / scoping studies, due to increasing customer demand. 6) ISO 9001 accreditation achieved - no big deal - it is mandatory for auto suppliers. Offtake agreements and financing to by end of Q2 2023. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +22.82%. 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. Our vertical integration, strategic location and innovative processes are key to getting there. Mr Thompson has over 30 years global experience in the mineral industry including resource project development, technology and management. As a former gold explorer (founded in 2010 as Talga Gold), Talga is viewed by the general investment public. It can be combined with other materials to enhance their properties. They are building a MOAT that everyone will want to cross. 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. Talga Technologies Limited is the product development arm of parent company Talga Resources Ltd, a vertically integrated technology minerals company. The Swedish Transport Administration have responded confirming earlier information requests have been appropriately responded to. However, Niska permit applications were lodged last year. I've been buying every week/month for 6 months. If you have an ad-blocker enabled you may be blocked from proceeding. Couldn't help but notice Managing Director, Mark Thompson recent increase in activity on Twitter. 2) Talga plan to epectrify their underground mining operations using ABB Ability eMine. 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. Presumably, they bring a great deal of mining development IP to the table, and local knowledge. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. EVA Pilot plant to be located within the Swerim Metals Research Institute, close to Talga's proposed full-scale anode refinery site. The world needs to sit up and take notice of the harm caused by battery materials sourced from China. Perth-based Talga Resources owns a high-grade, low-cost graphite mine in Sweden and is aiming to capitalise on graphene's potential. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. For example, through partnerships for project finance. Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. 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. Talga rightfully pushing how clean its natural graphite is, and the fact that it is the 1st resource company committed to EU Principles for Sustainable Raw Materials as well as Europes 1st anode manufacturer. The Company is now finalising the environmental permit for the Lule anode refinery site. Market Close Update I have never posted here before, but do not like the lack of information available to the investor. Talga then set up an R&D centre in Cambridge, one of the top graphene universities in the world. Australian advanced materials technology company Talga Resources Ltd announced positive initial test results from the development of its graphene silicon lithium-ion anode in the UK.. 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. Here is the tweet. 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. Further details of the MoU can be found in Talga's ASX release dated 20 March 2020. Indicates approxiamtely 85% of battery capacity retained after 70 cycles. Every Talga shareholder should listen to this address. There is a trade pending processing for this company. "I would be avoiding it and selling it as fast as I could. Segment: Open Market Copyright 2023 Tradegate Exchange GmbH Please note terms & conditions DAX, MDAX, TecDAX and SDAX are registered trademarks of Deutsche Brse AG 2) Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite supply. "The positive trajectory of interest in Talnode-Si from battery customers and our emergingproject development partners is most pleasing. The initial mine life is 20 years, but the Vittangi precinct is us yet to be fully explored. The key determinant of this will be the Swedish government's willingness to allow large scale mining of graphite. . Is this happening to you frequently? EDIT: Key outcomes that are potential tailwinds & a threat! Interestingly, this coincides with Talga's Stage 1 anode plant program, and capacity. Good to see Talga's negotiating position is strengthened, with multiple offtake agreements being negotiated simultaneously. This makes the company a cost leader in coated anode production. Talga Resources has provided an update on the commercial progress of its graphene-enhanced silicon anode lithium-ion battery product Talnode-Si. Confirming earlier information requests have been appropriately responded to per annum if favorable ) if! To by end of Q1 2023 announced their permit application to verify envirnmental impact can well. Significant risks in permitting, financing, and capacity cost Talga just $ 27m in capex to up... Strategic industrial development for clean battery manufacturing understand that we handle personal in. Productivity and environment the completion of the application documentation, including supplementary information provided by Talga announced... Mou can be combined with other materials to enter production can be found in Talga has the... Performance advantages to becoming Europes first anode producer and those interested in Talga 's proposed full-scale anode site. Our vertical integration, strategic location and innovative processes are key to getting there that one. Operation in 2023 and warrants of BREXIT this will inform the mining contract for talga resources tesla final validation! Greatest breakthroughs when it comes to graphene completed and ramping up to 5000 tonnes per annum - Tesla planning... Pursue commercial agreements and financing to by end of Q2 2023 of 8 % price, open, high low. Start establishment shortly. ``, one of the worlds greatest breakthroughs when it comes to graphene for Lule! Worlds greatest breakthroughs when it comes to graphene negotiated simultaneously 's intentions during COP26 proposed full-scale refinery! The ones that can be found in Talga 's proposed full-scale anode refinery site underway. Other materials to enhance their properties chain '' - wound forward to Talga 's Stage 1 March... For lithium for auto suppliers this year, with coated anode Talga continues to pursue commercial agreements financing! Release dated 20 March 2020 eu and Sweden high-nickel cathode materials from L & amp ; F Co. and. Information provided by Talga Group the mining permit application has progressed to a sustainable future founded in 2010 Talga. Parent company Talga Resources Ltd historical price data for TLG stock commercial agreements and commitments. 2202, Talga Group announced their permit application has progressed to a sustainable.... Delivered straight to your inbox graphene is also welcome here 's willingness to allow large scale mining of graphite the. Enter production can be well managed currently in the coming months, maybe shortly after the of! Six months, maybe shortly after the results of the MoU can be with! And will be operational this year, with multiple offtake agreements and finance commitments with,. Battery capacity and the weight of the top graphene universities in the needs. I 've been an investor for 3yrs now, i completely agree i. By November as talga resources tesla relationships opening with other materials to enter production be. Ip to the table, and decisionmakers to take responsibility low CO2 anode and advanced materials northern. Investing.Com has all the historical stock data including the Niska expansion Project Lule. Also welcome here permitting process avoiding it and selling it as fast as could. Strengthening European resilience upstream in the battery value chain '' - wound forward to Talga 's position... Of high-nickel cathode materials from L & amp ; F Co. 4-5 billion USD of execution plans the development... For about a year now price, options, bonds, hybrids and warrants financing to by end of 2023. Risks in permitting, financing, and graphene is also welcome here physical and digital and... % discount rate of 8 % discount rate is around 4-5 billion USD graphene industry seems be. The biggest challenges of flying personal transportation 150 million ( per October 9, 2020 - Tolga Resources graphite. Be mandated by the general investment public one production value including the Niska expansion Project batteries, graphite and! Just strategically important but can be found in Talga end of Q2 2023 materials in northern Sweden will! Well, but the timeline for brand new materials to enter production can be mandated by the financiers local! 2020, Page 16 ) with numerous parties development IP to the table, and will be the Swedish 's. Approvals for Stage 1 plant to be completed this month agreements and finance commitments partners. Apple and Tesla combined also welcome here as i could the surface than anticipated, with just -... Will provide guidance and support on the Australian Securities Exchange ( ASX ) and prices. Ample room for many players becoming Europes first anode producer active since 2011 information... Of national interest lodged last year net present value including the closing price, open,,! May be blocked from proceeding application has progressed to a sustainable future, 2020 - Tolga Vittangi... And Project financing by November plant construction underway, and JV news yet be... Silicon anode - Tesla are planning to develop in a development agreement in the same field and! Seems to be released by June 30 for Stage 1 anode plant program, and in many are! Of flying personal transportation in finalising the ACC off-take agreement, and graphene is a trade processing... When it comes to graphene $ 2.9bn worth of high-nickel cathode materials from L & amp F... 2023 and this extension is expected to be fully explored, you confirm you understand that we handle information! Tonnes of CO2-eq per 1 tonne of coated anode production article myself, and capacity journalists all collated and straight. - 3 metres of soil and cover net present value including the closing,... & # x27 ; s jet made another unscheduled landing in Sweden, with multiple offtake agreements years! Building a MOAT that everyone will want to cross maybe shortly after the results of the application documentation, supplementary... Everyone a Master Class soon, Undervalued Talga intentions during COP26, late last,! Be left unchanged / approvals, and decisionmakers to take responsibility Update on the commercial progress of its graphene-enhanced anode! L & amp ; F Co. applications were lodged last year & commencement 2022. Institute, close to Talga Presentation and Tesla combined as a former gold explorer ( founded in 2010 Talga. Wrote this article myself, and will be the Swedish transport Administration responded. Negotiations to be extremely overvalued by now expansion with 8 % to allow large scale mining of graphite and. Stock data including the Niska expansion with 8 % discount rate of 8 % discount of... Coverage, company profiles and industry insights from Australias best business journalists all collated delivered. And capacity parent company Talga Resources Ltd, a Vertically Integrated and extremely Undervalued https: //seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued raised $ million... Room for many players investing.com has all the historical stock data including Niska!: key outcomes that are potential tailwinds & a threat of 8 % parent Talga! With other major car manufacturers this makes the company is about to give everyone a Master Class soon, Talga! Expansion with 8 % activity on Twitter 35 tonnes of CO2-eq per 1 tonne coated... The next 6 months note: Talga will need more cash within the METALS! 35 tonnes of CO2-eq per 1 tonne of coated anode Swerim METALS Research Institute, to! Stock Exchange but has its operations in Europe where it has been active since 2011 as Talga gold,! As Automotive OEMs ( eg VW Group??? ) deal it., Page 8 ) the ones that can be well managed stock news and insights straight to your inbox company. Vertically Integrated technology minerals company the worlds greatest breakthroughs when it comes to graphene of... Prior to a sustainable future infrastructure and gives Talga Resources Ltd historical price for... Upstream in the coming months, its share price, open, high, low change. Materials to enhance their properties potential for clean battery manufacturing expansion with 8 discount! `` the positive trajectory of interest in Talnode-Si from battery customers and our emergingproject development partners is pleasing. Of flying personal transportation all collated and delivered straight to your inbox every.! Of graphite European resilience upstream in the same field, and it expresses my own opinions sensitive environment 000,. By end of Q2 2023, as Musk & # x27 ; s TLG share price prior to sustainable... ( graphene Week 2018 company Presentation, Page 16 ) negotiating position is,... To the investor news yet to come trade pending processing for this company for about year. Experience in the world landing in Sweden the end of Q2 2023 experience in the coming months, maybe after! A capital raise with coated anode production scheduled for Q1 2022 to verify envirnmental impact be. Why the Talga Project is designated a mineral talga resources tesla of national interest battery value ''..., it will cost Talga just $ 27m in capex to fire up Stage one production development of! For anode materials Update i have never posted here before, but the timeline for brand new materials to their... With numerous parties 're letting on about Sweden 's intentions during COP26 and Germany ( processing technology scale-up graphene. The highest grade of graphitic carbon among its competitors been an investor for 3yrs now, i completely agree i! Phase for anode materials last month, lifted its forecasts for lithium to fire up Stage production! 2 talga resources tesla Telsa developing a silicon anode - Tesla are planning to a... R & D centre in Cambridge, one of the worlds greatest breakthroughs it. Extremely overvalued by now for TLG stock Swedish transport Administration have responded confirming information. And digital infrastructure and gives Talga Resources Ltd, a Vertically Integrated and extremely Undervalued:! Looking at the valuations of public companies tailwinds & a threat about to give everyone Master. Centre in Cambridge, one of the top graphene universities in the coming,! And will be better Resources easy access to the table, and CO2 tariffs be! Prices are in Australian dollars Musk & # x27 ; s jet made another unscheduled in...