1.Introduction. Interesting video outlining the geology of the Vittangi Site. Talga continues to positively engage with authorities as permits progress through the approvalsprocess, and is not aware of any impediment to the exploitation permit applications being granted. Talga not only mines graphite, but it also develops graphite anodes that are used in battery manufacturing. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Critical Raw Materials, such as graphite are a huge concern, as exemplified in recent, Supply chain risks are a huge concern of the EU, which is exemplified in the recent example of the disruption to Europe's. Vincenzo Conforti - Head of Govt. 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). Tesla has ordered $2.9bn worth of high-nickel cathode materials from L&F Co. . What a HUGE saving in CO2-eq alone! Large scale samples are being committed at prices above DFS price projections (+$12k USD per Tonne). 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. China spherical . While it still sounds like a distant future, there is a company whose technologies are addressing both issues today. This will further enhance Talga's already leading CO2 emissions over the anode plant life cycle, with what iwll be a zero CO2 mine. Importantly, should the study outcomes be favourable, it is expected that an investment memorandum for capital funding under the UK Govt'sATF capital investment scheme will be prepared, providing further funding / partnership optons. First Graphene - Erster Kommerzieller Produzent | Aktienforum | Aktien Forum | Diskussionsboard | Community von finanzen.net 10x revenue for a fast growth business is not unreasonable. And on top of this, Talgas natural graphite has unique properties that enable their Talnode-C product to be superior to alternatives too. Pic: Tyler Stableford / Stone via Getty Images, December 2, 2019December 2, 2019 | Special Report. 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. EVA Pilot plant to be located within the Swerim Metals Research Institute, close to Talga's proposed full-scale anode refinery site. Livent should benefit from. US energy giant Tesla will next year open a factory near . Talga Resources has provided an update on the commercial progress of its graphene-enhanced silicon anode lithium-ion battery product Talnode-Si. Click for membership options. You will also be undertaking necessary engineering work for gaining mining approvals. | February 25, 2023 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.. The purpose was to assess and evaluate. This was presented last month. Anode supply chains are currently dirty, not sustainable, and inconsistent with European climate goals. Theres so much money to be had in battery recycling. Successful exploration allows us to better plan future scale-ups and fully realise the deposits potential for clean battery manufacturing. Niska Scoping Study to evaluate the significant capacity expansion of the planned Anode Project in November 2020. 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. Talga Resources a vertically integrated technology company is currently valued as a penny stock miner. The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. West Perth,Australia 6005. Development will include battery materials lab, and battery cell making facilities for cycle testing. The automotive and cell companies that we are talking to, they actually want European [anode] supply starting in 2022 or earlier, Thompson says. 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. With the positive spin around exploration results and pilot plan progress update, is was looking increasingly likely, Talga was not going to close a deal with LKAB & Mitsui. Talga Resources and Renascor Resources are two peers that are also chasing a value-adding fine spherical graphite product strategy. February 24, 2023 | Reuben Adams, February 21, 2023 | Gregor Stronach, February 14, 2023 | Jack McGinn. Among them, Jaguar Land Rover has vowed to go fullyelectricby 2025, andVolvoby2030. Finally, even though there are no definite plans about it now, I count on a possible listing in the US in 2021. I am not receiving compensation for it (other than from Seeking Alpha). As well as new relationships opening with other major car manufacturers. 3) Pilot plant construction underway, and will be operational this year, with a capacity of up to 5000 Tonnes per annum. Enter Talga Resources (OTCPK:TLGRF), a vertically integrated advanced materials company focusing on battery anode and graphene additive products from Australia. With the permitting scheduling hearing scheduled for Q1 2023, this could be moving year for Talga, especially considering positive feedback from key stake holders. Numerous governments announcing plans that would include support forstrategic investments in the battery materials supply chain.link, Increased awareness of Talga's progress towards building and operatingEuropes first large-scale graphite anode production facilities and strategic role. They applied to mine 100k for 22 years. For those that missed The Call recently, Guarav and Henry Jennings provided bear cases for Talga - with Guarav in particular tearing it apart. There are many ways the projects may be financed. This is where Talga, headed by affable managing director Mark Thompson, comes in. Thats a substantial profit margin. 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 reported the remaining balance of its 36 hole drill campaign. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. 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.. 5) Expansion planning -The review of expansion options is expected to include a scoping study on the unification of all existingVittangi graphite project deposits, along with resource increases potentially arising from the upcomingdrilling. In the long term, Technology may redner the graphite anode obsolete. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. Talga successfully completes USD$27 million institutional placement, Talga opens UK center for battery material technology, Talga updates on anode material testing results and plant expansion plans, Talga and Mitsui collaborate on battery anode project, Public graphene companies reach almost $2 billion in market value, Talga reports positive results from marine real-world testing of its graphene-based coatings, Talga launches fully underwritten USD$18.8M placement to accelerate Vittangi Anode Project development, Talga Resources receives government grant for anode refinery feasibility study, Talga Resources fast-tracks graphene-enhanced silicon anode product. 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. 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. 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%. As part of it its plan to become a vertically integrated miner, processer and supplier, Talga holds a 100% interest in graphite and graphene processing facility in Germany, based on its proprietary . 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. Back of envelope price target Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. 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. Growth within the industrial minerals market is a strategic activity to reduce dependence on the iron ore market which today accounts for around 90 per cent of the external sales. (Graphene Week 2018 Company Presentation, Page 8). , 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. It's free. 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 Vittangi project certainly fits within NIB's core purpose of supporting the regions productivity and environment. 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. For investors, getting access to the right information is critical. You will work with: exploitation permits, water samples, environmental impact monitoring, documentation, project environmental plans. This will in turn enable financing, and commercial negotiations to be fianlised. This makes Vittangi a strategicallyimportant resource for global battery manufacturing and decarbonisation efforts.. Talga have announced a capital raising. Talga Group reported today that the final phase of their 25000 Tonne trial mine will commence over the next few days. Key takeaways: 1) Mine & production life extended from 22 to 24 years. Especially when considering Vulcan is actually carbon negative! Drilling results. 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. Tesla is accelerating the world's transition to sustainable energy with electric cars, solar and integrated renewable energy solutions for homes and businesses. They want to make anode battery material in Europe, with greenly extracted graphite. EU's Net Zero Industry Act & Critical Raw Materials Act - Significant address at Davos from 12:30.here. Has a world class product that's a necessity within the EV industry, however Graphine gives it another string to its bow. 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. 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. Incorporation Details Thats where Talga comes in. joined members of Swedish Parliament, Mattias Karlsson and Emilia Tyr, as well as representatives from the Electrification Commission, Swedish Energy Agency and. Our Swedish battery metal projects provide additional avenues for Talga to deliver value across the European battery supply chain.. Additionally, the trial qualification programs that have been underway for a long time might result in contract wins for Talga that might be announced shortly. This coincides with the completion of the mining permitting process. I have attached the Swedish mining approval process below. Talga Group Ltd. engages in the provision of graphene and graphite enhanced products for the global coatings, battery, construction and polymer composites markets. Prospective Anode Producer, Talga Group, have released their Scoping Niska Study. 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. Processing steel slag to extract vital elements sure beats dumping the slag into landfill or even repurposing as road base. Excellent deep dive into Talga Resources' Product here. NPV8 $1,443m Current MC $389m, as a near term producer, with plenty of upside, could reasonably trade closer to half NPV. Following commissioning, Talnode-C will be shipped to battery cell makers to undergo next stage commercial testing. 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. Lunch Update The full-scale production is planned for 2023. Fast track permitting processes for industry projects, with a view to strengthening raw material supply chain. Tesla was created to accelerate the advent of sustainable transport, and this policy is intended to encourage the advancement of a common, rapidly-evolving platform for electric vehicles, thereby benefiting Tesla, other companies making . Which of these names do you recognize more easily: Tesla or Elon Musk?While, in general, we identify the author by the work that is, it would be normal for you to know Elon Musk as the CEO of Tesla . This coincides with the completion of the Vittangi project certainly fits within NIB 's core purpose of supporting the productivity! 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