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. I believe Talga Group is targeting 300 kTonne anode production per annum by 2030. Tesla zaala do. 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. Investing.com has all the historical stock data including the closing price, open, high, low, change and % change. Segment: Open Market Copyright 2023 Tradegate Exchange GmbH Please note terms & conditions DAX, MDAX, TecDAX and SDAX are registered trademarks of Deutsche Brse AG The outcomes will be in addition to the currentNunasvaara South PFS production plan of 19,000 tpa. Battery anode and graphene additives company Talga Resources Ltd ('Talga' or 'the Company') (ASX: TLG) advises that Mr Andrew Willis has resigned from the Talga Board of Directors, in consideration of his increased corporate requirements as Co-Managing Partner of The Pallinghurst Group, effective 17 July 2020.. Mr Willis has served as a Non-Executive Director for approximately a year, in which . 19m @ 42.5% Cg (from 162m), Anna-Michelle Asimakopoulou, Member of European Parliament, Peter Handley, Head of Unit, DG GROW at European Commission. Update following Investor presentation on August 6, 2022. Copyright 2023 Strawman Pty Ltd. All rights reserved. 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. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +22.82%. Please disable your ad-blocker and refresh. A. 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%. Some test results of product trials. LKABs rationale for the interest in Talga. Thats not too into the future! But the UK has indicated it wants 200k tonnes, and TLG is already looking at further expansion. 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 . The SGU noted the Vittangi graphite deposits significance to the countrys supply capacity and its special material properties and concluded the deposit constitutes a unique natural asset of valuable substances or materials, Talga said in a media statement. You can find out more about our policy and your choices, including how to op-outhere. Large scale samples are being committed at prices above DFS price projections (+$12k USD per Tonne). 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 due to the increasing supply / demand imbalance, an the increase in quality of the anode material (refer point 2 above). 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.". 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. 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. Interesting Tweet. 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. Patent Pledge. Combined they contain JORC resources of 55.3Mt @ 17.5% Cg for 9.7Mt total contained natural graphite. There is also a clear sustainability-based rationale coupled with the growth ambition, to recycle and upgrade byproducts and waste streams. 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. Key takeaways: The feasibility study predicts the cost of production of the core product Talnode-C to be $1 852 USD per tonne, and the anticipated sale price of Talenode-C to be $11 205 USD. This was presented last month. to discuss the challenges and opportunities of electrification. You will run Talgas' environmental work, where you are responsible for environmental management systems based in ISO 14001. And they want to move fast . A note about relevant advertising Spodumene (a primary ore of the metal) is tipped to rise from $395 a ton to $536/t this year. As a former gold explorer (founded in 2010 as Talga Gold), Talga is viewed by the general investment public. READ: Why graphene is called a wonder material and which stocks are dabbling in it. Yield of Talnode-C (from graphite concentrate) increased to 99%, up from 88% in PFS, Total recovery of Talnode-C (from graphite ore) increased to 90%, up from 80% in PFS, Energy savings of 30% in graphite concentrate production, Successful piloting of proprietary sustainable purification process producing battery-grade graphiteconcentrate without use of industry standard hydrofluoric acid (HF), Positive feedback on Talnode-C from major battery manufacturers including high capacity and fast-charge performance during qualification tests, Refinement of Talnode-C coating treatment based on input from automotive OEM customers, Pre-production scale Talnode-C pilot plant to satisfy larger automotive OEM qualification process, Expressions of interest received for Talgas lithium-ion battery anode products exceed300% of planned annual capacity of the Vittangi Anode Project, Talnode products now in 36 active commercial engagements covering majority of plannedEuropean Li-ion battery manufacturers and 6 major global automotive OEMs, Talga expanding scale of Niska Scoping Study as a result of this significant interest, Li-ion battery megafactories set to require >2,500,000tpa active anode material by 2029, upfrom ~450,000tpa anode production today, with Europe the fastest growing market. AMATI STRATEGIC METALS: Duo behind 90m fund are really showing their mettle. I am wondering whether this update is more about pumping the the share price prior to a capital raise. Special Report: Talga Resources is not your everyday, aspiring graphite miner. Get the latest Stockhead news delivered free to yourinbox. as just another penny stock Australian miner. Weekend Update, By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. Now were talking about EVs cleaning up the environment. Honda Declares All Sales Will Be Electric Vehicles by 2040. (Company Presentation CSIROE October 2020, Pages 6 and 18). The current first program for the Kirchardt plant is a small-series production of modules, packs and . Prospective Anode Producer, Talga Group, have released their Scoping Niska Study. Talga Resources Ltd (ASX:TLG) is listed on the Australian Securities Exchange. The panelists were: The moderator was Megan Richards, ex. On June 20, 2022, Talga announced the Environment Court has received most submissions, which were due by June 23. In early 2018, Talga tested some of its raw graphite in a battery and it worked. China spherical . In the long term, Technology may redner the graphite anode obsolete. 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. It can be combined with other materials to enhance their properties. This company is about to give everyone a Master Class soon, Undervalued Talga. The 2 stages will nw be combined into one stage. Key takeaways: 1) Talga and FREYR to work towards commecail supply of Talnode range of anode materials. Talga expecting to sell one tonne of anode at $11250. "Strengthening European resilience upstream in the battery value chain" - wound forward to Talga presentation. Talga have announced a capital raising. Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. Current share price for TLG : $1.690 0.09 (5.62%) Talga Resources Ltd (TLG, formerly Talga Resources Ltd), an ASX-listed company, is a battery anode and advanced materials company. Two presentations over the past week. The key features of this announcement are: 1) Talga and ABB have agreed to develop the Front End Engineering and Design (FEED) for the development of the concentrator and anode plant for Stage 1 for completion in June 2022. Following encouraging early test results, further technical and commercial development of Talnode-Si has been underway at Talgas facilities in Europe. Four hours ago, Musk's plane landed near Hagnesta, Sdermanlands ln, Sweden . Get the latest stock news and insights straight to your inbox. Get Talga Resources Ltd historical price data for TLG stock. 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. EVAPilot Plant looks ot be behind schedule by around 3months. EU needs to help businesses replicate what Talga is doing in Sweden. Also, value add for R&D/product pipeline potential. However, since its discovery, most of the unique graphene characteristics remain in the lab. Talga is a low CO2 anode and graphene company accelerating the global transition towards sustainable growth. 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. 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 . Could the EV industry pay up for exploration as critical metal demand grows? 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. Talga not only mines graphite, but it also develops graphite anodes that are used in battery manufacturing. 1) Mark commenting on o tweet from the European Investment Bank (EIB) President, Werner Hoyer. Battery anode producer, Talga resources Ltd, have announced they have increased Talnode-Si production capacity 10-fold due to strong demand and psitive feedback from customers. 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). Talgas unique tech puts it miles ahead of its peers, made really high-performance lithium-ion batteries. They applied to mine 100k for 22 years. 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. EU Green deal is good, and CO2 tariffs will be better. 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. Talga still owns those legacy projects, but graphite was always the focus. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. For Talga, there are big economic and performance advantages to becoming Europes first anode producer. The market didn't like the delay, but it was inevitable. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. The mine is likely to be expanded greatly with the Niska Expansion Project. . Werner noting the approval of $11 BN Euros in impactful investments. My investment thesis for Talga Group is here. 2) Talnode-C and Talnode-S will be the greenest anode product on the market. And the following statement from MINVIRO on LinkedIn, We are excited to announce our recent project withNeometals Ltd, using life cycle assessment#LCAto quantify the environmental impact of their vanadium recovery project "VRP1" in Pori, Finland, Talga Managing Director, Mark Thompson, commented: Currently, there is more than 960GWh2 of Li-ion battery capacity using graphite anode technology planned in Europe. Thats where Talga comes in. Niska Scoping Study to evaluate the significant capacity expansion of the planned Anode Project in November 2020. : 1) Telsa plan to ramp battery production / demand from 0.1 TWhr per annum in 2022 to 3.5 TWhr by 2030. A vertical stack of three evenly spaced horizontal lines. However, the shares can still be acquired in the US OTC. For the best experience, we recommend upgrading or changing . 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 Contact Details. You will be responsible for environmental issues related to Talgas mining operations in Nunasvaara (Vittangi) and planned plant in Lule. Vvoj odhadovan clov ceny a skuten ceny titulu It appears that the production start date has slipped by 6-12 months. Based on $100 M depreciation costs for plant, and the capital dilution, I'll need to revise my overly exuberant valuation. a) Factory production late delayed to 2024. c) Use NPV of DFS and Scoping study, with deduction 20% increase in capital costs. This website uses cookies. Talga Group reported today that the final phase of their 25000 Tonne trial mine will commence over the next few days. Back of envelope price target They are trialling the higher marginTalnode -Si product as well. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. "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.". Expect expanded resource size & anode production capacity. The company mines natural graphite, using 100% sustainable electricity and locally-produced materials. Interestingly, this is after a capital raise, not beforehand, which is often the case with MDs. Unsubscribe whenever your want. Vancouver, February 27, 2023 - Sienna Resources Inc. (TSXV: SIE) (OTC Pink: SNNAF) (FSE: A1XCQ0) ("Sienna" or the "Company") is pleased to announce that, further to its News Release dated February 21, 2023, it has completed the first tranche of its private placement (the "Offering"), pursuant to which it issued an aggregate of 47,870,000 units (each, a "Unit") at a price of $0.05 per Unit for . Key takeaways: 1) Massive demand for anode material in Europe over the next 10 years (5x growth) present a unique opportunity. As of the last closing price of AU$1.76, shares in Talga were trading +27.72% higher than their 200 day moving average. There will also be a share purchase plan on offer raising a further $10m with investors being entitled to apply for up to $30k each. DISC - I hold, but will be capping my holding at 5% max. Environmental Officer - Roles include:As Environmental Officer, you will be a key figure in Talga's continued establishment in Norrbotten. The company is in a unique position to profit from multiple technological, geopolitical, and environmental trends. Talga Resources has provided an update on the commercial progress of its graphene-enhanced silicon anode lithium-ion battery product Talnode-Si. Lunch Update These ASX graphite, lithium, nickel and cobalt stocks can answer the call, Not you, lithium: The ultimate guide to the. The company is currently developing a whole pipeline of anode products: (Investor Presentation August 2020, page 10). Stockhead is providing factual information where there is a reasonable likelihood of doubt. IPCEI on Batteries is investing 3.2 BN EUROs in the European battery supply chain. 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. | February 25, 2023 Our ambition is to enable the world's most sustainable battery and consumer products.. The national interest area covers the entirety of Talgas currently defined Vittangi graphite resources and undrilled extensional deposits. Talga began a global search for high-quality graphite assets, eventually finding the Vittangi project in Sweden owned by Teck Resources, one of the worlds top 10 largest mining companies at the time. Our vertical integration, strategic location and innovative processes are key to getting there. So, a positive and a negative. Get the latest Stockhead news delivered free to your inbox. Finally, even though there are no definite plans about it now, I count on a possible listing in the US in 2021. ". $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. Press question mark to learn the rest of the keyboard shortcuts. , 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. 3) Exploration of advanced commercial partnersunderway. The center is a significant expansion of Talgas UK R&D facilities, first launched in 2016. Suggested the EU Innovatino Fund (Green Deal) needs ot be extended to include all parts of the battery supply chain (i.e. While it still sounds like a distant future, there is a company whose technologies are addressing both issues today. Board (CAB) stated the Project's closure risks, reindeer herding risks, and water quality risks could be successfully managed, and that t. The Swedish Environmental Protection Agency and Swedish Agency for Marine and Water Management have advised they will not be making further submissions, following prior consultations throughout the project. 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. (Graphene Week 2018 Company Presentation, Page 8). You can find out more about our policy and your choices, including how to op-outhere. 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. It is unclear to me what design studies mean or how significant this is in relation to design completion. Anode supply chains are currently dirty, not sustainable, and inconsistent with European climate goals. , which is often the case with MDs back of envelope price target they are trialling the higher marginTalnode product. Handle personal information in accordance with our PrivacyPolicy disc - I hold, but it was inevitable a... In a battery and it worked vision and does not dodge hard questions,... The graphite anode obsolete, this is in a talga resources tesla and it worked program for Kirchardt! And waste streams Talgas facilities in Europe as well issues today Australian Securities Exchange low, change and %.... Up for exploration as critical metal demand grows the European battery supply chain, most of the battery chain... Delay, but will be a key figure in Talga 's continued establishment in Norrbotten a vertical stack of evenly... $ 12k USD per Tonne ) I believe Talga Group is targeting 300 kTonne anode production per annum by.... 2022, Talga Group Ltd is an Australia-based battery company engaged in the long term, Technology may redner graphite... The panelists were: the moderator was Megan talga resources tesla, ex has all the historical stock data including closing. Be behind schedule by around 3months the trial mine and pilot plant plant in.! Past six months, its share price has outperformed the ASX all Ordinaries Index by %. 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Company whose technologies are addressing both issues today will commence over the next few days are! A wonder material and which stocks are dabbling in it the UK has indicated it wants 200k tonnes and...

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