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Talga Resources Ltd Porter Five Forces Analysis-Porter Five (5) Forces Model was proposed by Michael E. Porter in 1979. The company is based far away from Silicon Valley and is not listed on the US Stock Exchange. 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. One week old account. The current first program for the Kirchardt plant is a small-series production of modules, packs and . . Straws are discrete research notes that relate to a particular aspect of the company. Talgas unique tech puts it miles ahead of its peers, made really high-performance lithium-ion batteries. Presumably, this will inform the mining permit application to verify envirnmental impact can be well managed. Permitting is underway at their leading Vittangi Project. Talga Group Ltd. engages in the provision of graphene and graphite enhanced products for the global coatings, battery, construction and polymer composites markets. This is an unofficial forum for all who wish to discuss Talga. British manufacturers and those in other parts of Europe want to move more of the supply chain for batteries used in electric cars and renewable energy away from China and closer to their plants, a survey showed on Tuesday -. We could now cheaply, with no limit on scale, make endless amounts of graphene, Thompson says. 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. This equates to an anode demand of approximately 275 000 Tonnes per annum. Funding and permitting risks are falling away. 1.Introduction. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. Talga is a licensed Saudi Non-Profit Organization (NPO) officially registered in the Ministry of Human Resources & Social Development as (The Sustainable Development Association "Talga") with a license number (1033) dated (1/2/1439H). Talgo will also have the lowest meissions per tonne of anode, with less than 5% of the CO2 emissions per Tonnecompared to Chinese competitors. 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 . However, Niska permit applications were lodged last year. The study is expected to be completed by June 2021. 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. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. Get the latest Stockhead news delivered free to yourinbox. 4) $786 m project, with financing to be raised upon receipt of mining approvals. The key determinant of this will be the Swedish government's willingness to allow large scale mining of graphite. The Ethical Investor: How important is corporate culture for ESG investors? Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. Good to see Talga's negotiating position is strengthened, with multiple offtake agreements being negotiated simultaneously. It was a veritable candy shop of mineralisation, says managing director Mark Thompson. For Talga to be a qualified supplier of an IPCEI is a big deal IMO, and improves the chances of receiving good finance arrangements with investment banks currently in negotiation with Talga. 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. What a HUGE saving in CO2-eq alone! If you're looking to buy shares, check out the steps below. Environmental Officer - Roles include:As Environmental Officer, you will be a key figure in Talga's continued establishment in Norrbotten. Talga advise the delay will not impact the project dleivery timeline, and information provided to date is sufficient to progress development work and allow JV negotiations and Due Dilligence to continue. Should binding agreements be entered into, the Company will release details in accordance with its disclosure obligations at that time. 1) Mark commenting on o tweet from the European Investment Bank (EIB) President, Werner Hoyer. Talga not only mines graphite, but it also develops graphite anodes that are used in battery manufacturing. Incorporation Details 3) Permits anticipated in Q1 2023, with Stage 1 production to commence 2024. Construction costs will also escalate by 8-15% due to the delay.Annoying. Could the EV industry pay up for exploration as critical metal demand grows? 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. European Investment Bank Published tala's Anode Development as a Project to be Financed - Under Appraisal. There are many ways the projects may be financed. 19m @ 42.5% Cg (from 162m), Anna-Michelle Asimakopoulou, Member of European Parliament, Peter Handley, Head of Unit, DG GROW at European Commission. 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. The center is a significant expansion of Talgas UK R&D facilities, first launched in 2016. Who is Talga Resources Headquarters 2 Richardson St Fl 1 Ste 3, West Perth, Western Australia, 6005, Australia Phone Number +49 36724766930 Website www.talgagroup.com Revenue <$5M Stock Symbol TLG Industry Metals & Mining General Metals & Mining Talga Resources's Social Media Is this data correct? An EIB appraisal procedure can take anywhere between six weeks and 18 months depending on the project scope, the degree of complexity of the operation, and the efficiency of the appraisal process on the part of both the EIB itself and the project promoter. Talga Group has been active over November on the IR front. It's free. Talga have announced a capital raising. Talga Group expect the negotiations to be resolved by the end of Q1 2023. 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 4) Niska Scoping Study (Stage 2) - Talga looking to re-assess this, given the increasing reserves and demand for anode in Europe. The raise was reportedly oversubscribed and was supported by a range of institutional investors. This field is for validation purposes and should be left unchanged. Does anyone have an idea what the correct market cap could be for Talga and the logic and rational for expectation. China spherical . A vertical stack of three evenly spaced horizontal lines. Also the more upvotes on each post will have more chance of it being seen in the group's we share it with. West Perth,Australia 6005. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +22.82%. As of the last closing price of AU$1.76, shares in Talga were trading +27.72% higher than their 200 day moving average. Spodumene (a primary ore of the metal) is tipped to rise from $395 a ton to $536/t this year. 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. June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. Graphene is a two-dimensional atomic-scale material, that is made of a single layer of carbon atoms. And while it explored those projects quite successfully following the IPO, the company didnt see them growing into company makers. 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. Authorised for release by the Board of Directors of Talga Group Ltd. Special Report: Talga Resources is not your everyday, aspiring graphite miner. Graphite is significantly closer to the surface than anticipated, with just 0.5 - 3 metres of soil and cover. 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. The most significant issue/risk facing Talga Group is resolving itscapital requirements. Mr Phillips previously constructed and managed operations and implemented growth strategies for offshore smelting businesses. The carbon footprint declaration will become mandatory under the incoming new EU Batteries Regulation.. The ones that can be meaningfully scaled mid-term are coating and battery storage. Given the significant demand, and excellent economics of the project, I have assumed Talga Group is able to finance the project with 70% debt, with Talga Group needing to raise the remaining 30%. A. The project is currently in the permit stage where Talga is expected to be able to start establishment shortly.". However, since its discovery, most of the unique graphene characteristics remain in the lab. How disgusting is it that China Synthetic creates nearly 35 tonnes of CO2-eq per 1 tonne of coated anode. 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. 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 . They all play in the same field, and in many ways are the opposition of each other. Largest risk is permitting not proceeding. Featured News Miners say graphite is poised to be lithium 2.0, Market Highlights: Get some Zen ahead of Central Bank Week, and 5 ASX small caps to watch on Tuesday, We need +330 mines in 12 years to feed battery demand. 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. Pic: Tyler Stableford / Stone via Getty Images, December 2, 2019December 2, 2019 | Special Report. A second application on a separate vessel followed soon after, and both trials remain ongoing. He takes his time to explain his ideas and vision and does not dodge hard questions. 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. In the long term, Technology may redner the graphite anode obsolete. You can extrapolate to your own numbers. Commissioning to be completed by late March, with the project under budget. Patent Pledge. The DFS, financing, and JV news yet to come. 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.. Right now, the company is scaling up Talnode-C production for testing by customers ahead of potential supply deals. You will run Talgas' environmental work, where you are responsible for environmental management systems based in ISO 14001. 2) Commenting on CEO of Benchmark Intelligence tweet concerning lack of graphite supply. The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. We were finding that the [graphene] process was good, it was underway, but it was slower than we wouldve liked., READ: Size does matter for Talgas graphene coating trial. The information is not intended to imply any recommendation or opinion about a financial product. Interestingly, the update makes it quite clear that financing discussions focus on the financing of the project, rather than financing Talga. You will be responsible for environmental issues related to Talgas mining operations in Nunasvaara (Vittangi) and planned plant in Lule. Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. The MoU, now extended until 31 March 2023, builds on discussions to date under an agreement first signed by the parties in 2020 (ASX:TLG 20 March 2020). We discovered that the graphene itself didnt play nice with other materials, Thompson says. 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. Talnode-Si preliminary feasibility study to be finalized in Q1 2021. You can find out more about our policy and your choices, including how to op-outhere. It is early days for the graphene industry, and the upside for Talga here is huge. It appears Verkor is looking to secure a significant chunk of Talga's anode production capacity. It is unclear to me what design studies mean or how significant this is in relation to design completion. 25m @ 40.0% Cg (from 156m), 26m @ 37.6% Cg (from 159m) NUS21012 incl. You will provide guidance and support on the development of the mining contract for the new mine. "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.". Broken down below. And on top of this, Talgas natural graphite has unique properties that enable their Talnode-C product to be superior to alternatives too. For Talga, there are big economic and performance advantages to becoming Europes first anode producer. Interestingly, this coincides with Talga's Stage 1 anode plant program, and capacity. This infrastructure will enable Talga to accelerate Stage 2, the progress of which will be dependatn on mining permits / approvals. I wrote this article myself, and it expresses my own opinions. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. Talnode-Si is a composite of graphite, graphene and ~50% silicon designed to significantly boost battery energy capacity when blended into existing commercial graphite anode materials. 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. Refer to article here. 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. funded study into the electricication of the automotive industry in the UK. In the short to medium term, strong demand. Advanced materials company, Talga Resources Ltd ("Talga") (ASX: TLG), is pleased to announce an updated mineral resource of its Nunasvaara graphite deposit, as part of the Vittangi project ("Vittangi") in Sweden. Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. This will further enhance Talga's already leading CO2 emissions over the anode plant life cycle, with what iwll be a zero CO2 mine. With the assistance of its financial and transaction adviser, Morgan Stanley, the Company is advancingdiscussions with third parties regarding funding for its progressed Vittangi Anode Project. . I hold shares in Talga, NeoMetals, and Magnus Energy. Especially when considering Vulcan is actually carbon negative! 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. Major milestone acheived for the development of Stage 1. Further, they consider locally produced graphite could help strengthen the competitiveness of the Swedish battery manufacturing industry and that, as the known highest grade graphite deposit in the world, Vittangi could meet a great need not only within Sweden but internationally., VITTANGI HAS A TOTAL JORC RESOURCE OF 12.3MT AT 25.5% GRAPHITE (CG), THE HIGHEST RESOURCE GRADE OF ANY JORC/NI 43-101 GRAPHITE DEPOSIT IN THE WORLD. Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW 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. Talga owns Europe's largest natural graphite . 2) Mine permitting will enable JV with Mitsui to be resolved. 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. 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. The word "Insider". But the UK has indicated it wants 200k tonnes, and TLG is already looking at further expansion. 2) ACC has been awarded funding by the EU as an IPCEI (Important Project of Common European Interest). There may be adverse submissions, but it appears the key stakeholders are on board with the project. 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. Although the reported three month delay in the DFS seems like a worryingly long delay. We were working with companies like the Tata Group at the time. Anode producer, Talga Resources, presented at the CSIRO Electromechanical Energy Storage Series. Talga Group hasannounced a fund raise ofAUD$22 million (around USD $14,000,000). Talga Group reported today that the final phase of their 25000 Tonne trial mine will commence over the next few days. Honda Declares All Sales Will Be Electric Vehicles by 2040. EU's Net Zero Industry Act & Critical Raw Materials Act - Significant address at Davos from 12:30.here. This means the relevant authorities have completed scrutiny of the application documentation, including supplementary information provided by Talga Group. So, a positive and a negative. 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. So, how does one value Talga? The Swedish Transport Administration have responded confirming earlier information requests have been appropriately responded to. 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. For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. The Tesla business model operates as a Direct-to-Consumer (D2C) business model as it sells directly, cutting out middlemen such as dealerships and offering its own charging station network. In August 2020, Talga Resources raised AUD 10 Million in institutional placement. Fast track permitting processes for industry projects, with a view to strengthening raw material supply chain. Feel free to follow me on twitter if you enjoy my articles.All opinions are my personal ones and are not an investment advice. I believe Talga Group is targeting 300 kTonne anode production per annum by 2030. The agreement also covers the EVA pilot plant, which will be operational early next year. Luckily, it is not. Get the latest Stockhead news delivered free to yourinbox. Tesla has ordered $2.9bn worth of high-nickel cathode materials from L&F Co. . Automotive giants. 2) Looking to partner to raise the other 40% - Thereby Talga likely to hold 60% stake in anode business. Stock market enthusiast. Stockhead is providing factual information where there is a reasonable likelihood of doubt. quality control labs) and Germany (processing technology scale-up and graphene production). Some key takeaways: European battery production to grow by around 275 GWhr per annum over the next 10 years. Important submissions include: The court hearing will be scheduled shortly after a court organised site visit on September 20, 2022. 3) LKAB is a Swedish state owned mining and minerals group, predominantly in iron ore operatinos in Northern Swedish, close to the Talga Vittangi project. Step up funding for strategic industrial development for clean tech production. Talga Group Ltd. provided an update on permitting advances for its 100% owned integrated graphite mine and battery anode project in northern Sweden. This agreement with Leclanch SA is one of about 40 battery product related engagements some of which cover potential offtake and project finance that Talga says are currently active under non-disclosure agreements. Engineering and design studies are expected to be completed this month. Unsubscribe whenever your want. DISC - I hold, but will be capping my holding at 5% max. Update following Investor presentation on August 6, 2022. However, this was not the only surprise visit, as Musk's jet made another unscheduled landing in Sweden. I have no business relationship with any company whose stock is mentioned in this article. These ASX graphite, lithium, nickel and cobalt stocks can answer the call, Not you, lithium: The ultimate guide to the. Talga Group reported the completion fo the two feasiblity studies into the feasiblity of a Talga anode refinery in the UK as part of UK Govt. Recently, Talga has signed a non-binding Memorandum of Understanding to evaluate the joint development of Talgas Anode Project with Mitsui Group. Fastmarkets reported on January 23, 2023 that China graphite flake (94% C -100 mesh) prices were at ~US$830/t and Europe graphite flake (94% C -100 mesh) prices were at US$775/t. Talga is building a European source of advanced battery anode materials and graphene additives, to offer graphitic products critical to its customers innovation and the shift towards a more sustainable world. At 19 tonne sof Talnode-C produced per annum, the feasibility study indicates TLG will generate $178 M USD of gross margin per annum. Key takeaways: 1) Mine & production life extended from 22 to 24 years. Pretty good, and opens up new markets, such as aircraft, which require high power densities. EU needs to help businesses replicate what Talga is doing in Sweden. 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. Stockhead is providing factual information where there is a reasonable likelihood of doubt. 2) Mark Thompson flagged an increase / expansion in production is forthcoming in updated feasibility / scoping studies, due to increasing customer demand. Using China Synthetic in an EV ACTUALLY does more harm to the environment than driving an ICE vehiclethats not green! Talga reported European Investment Bank, Swedish Export Credit Corporation, and Nordic Investment Bank representatives have conducted a site visit of Talga's anode pilot plant, and mine as part of the due diligence into financing the Vittangi Anode Project. Talga Resources (ASX:TLG) Company Profile Talga is a vertically integrated advanced battery anode material and graphene additives company headquartered in Perth, Western Australia, and listed on the Australian Stock Exchange since 2010. Talga Resources News: auf dieser Seite finden Sie alle Talga Resources News und Nachrichten zur Talga Resources Aktie. The UK government has recently announced a series of economic stimulus packages, including a 1 billion Automotive Transformation Fund (ATF), towards boosting the domestic electric vehicle and lithium-ion battery economy in collaboration between the Advanced Propulsion Centre, the Department for Business Energy and Industrial Strategy, Innovate UK and the Department for International Trade. Mr Thompson has over 30 years global experience in the mineral industry including resource project development, technology and management. 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 . The combination of durable light-weight materials and high capacity electric batteries will lead to the adoption of flying personal vehicles one day.

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