A big red flag. https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. 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. So how much will Germany want 500k, what about the rest of Europe and then Asia. On November 24, Talga reported high grade intercepts, increasing the anticipated grades, and extent of the resource. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. 4) The off-take agreement is for 60% of Talga's maximum Stage 1 output. Good to see Talga's negotiating position is strengthened, with multiple offtake agreements being negotiated simultaneously. Talga Resources Ltd Porter Five Forces Analysis-Porter Five (5) Forces Model was proposed by Michael E. Porter in 1979. Environmental Officer - Roles include:As Environmental Officer, you will be a key figure in Talga's continued establishment in Norrbotten. There is a trade pending processing for this company. . Talga Group today reported today their EVA plant is now operational, and has commenced production of their Talnode-C for 20+ customers as part of the anode qualification and procurement process. The key determinant of this will be the Swedish government's willingness to allow large scale mining of graphite. Funding and permitting risks are falling away. 46 Colin Street Honda Declares All Sales Will Be Electric Vehicles by 2040. Talga have announced a capital raising. Mark Thompson is an extremely investor-friendly CEO. The panelists were: The moderator was Megan Richards, ex. Talga then set up an R&D centre in Cambridge, one of the top graphene universities in the world. 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. In May 2020, Talga submitted applications for an. The automotive and cell companies that we are talking to, they actually want European [anode] supply starting in 2022 or earlier, Thompson says. 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. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. November 23, 2022, Talga has announced their anode projects have passed the EIB screening process, and is now under appraisal for finance of up to $300 M EURO. West Perth,Australia 6005. The extension date is aligned with expected finalisation of execution plans as well as required permitting and approvals. Talga Group The information is not intended to imply any recommendation or opinion about a financial product. Based on the Court's preliminary timetable, public statements need to be submitted by June 23, and the formal hearing will commence in the European Autumn. Talga as we all know is one remarkable company, just need to be made more well known to the everyday invester. Suggested the EU Innovatino Fund (Green Deal) needs ot be extended to include all parts of the battery supply chain (i.e. 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. Recently, Talga has signed a non-binding Memorandum of Understanding to evaluate the joint development of Talgas Anode Project with Mitsui Group. Scoping studies underway to expand Anode production (Niska Scoping Study) well above 19000 tonnes per annum. Talga Resources: Vertically Integrated And Extremely Undervalued https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. Contact Details. The world needs to sit up and take notice of the harm caused by battery materials sourced from China. As a former gold explorer (founded in 2010 as Talga Gold), Talga is viewed by the general investment public. Talga Group Ltd. provided an update on permitting advances for its 100% owned integrated graphite mine and battery anode project in northern Sweden. 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. The hearing represents the FINAL step before the Court hands down it's decision. Talga continues to pursue commercial agreements and finance commitments with partners, such as Automotive OEMs (eg VW Group???). Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. The final pieces of the puzzle are mining permits, which, going by Tala's capital raise presentation in late 2022, is expected in the coming weeks; and financing with increasing interest from the EU innovation fund to support battery supply chain development. If you have an ad-blocker enabled you may be blocked from proceeding. Talga still owns those legacy projects, but graphite was always the focus. Livent should benefit from. 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? 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. Get the latest Stockhead news delivered free to yourinbox. February 24, 2023 | Reuben Adams, February 21, 2023 | Gregor Stronach, February 14, 2023 | Jack McGinn. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. Worth a listen for shareholders and those interested in Talga. Testing of Talga materials and products is underway with a range of corporations including industrial conglomerates Tata and BASF subsidiary Chemetall, UK listed Haydale, flexible battery maker Zinergy and German based Jena Batteries. Permitting is underway at their leading Vittangi Project. Press J to jump to the feed. TALGA GROUP LTD Analyst Report: Livent Corporation Livent is a pure-play lithium producer that was formed when FMC spun off its lithium business in October 2018. The DFS, financing, and JV news yet to come. Although the reported three month delay in the DFS seems like a worryingly long delay. Currency in AUD Add to watchlist 1.6150 -0.0350 (-2.12%) At. This is a result of the high sample demand for this product from its customers: To address the increased commercial sample demand Talga has shifted its Talnode-Si sample production onto industrial scalable process and production equipment, boosting the Companys Talnode-Si sample production capacity 10x. Talga needs faster permitting / approvals, and decisionmakers to take responsibility. Production of graphene-graphite precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping study, pushing release to November. AMATI STRATEGIC METALS: Duo behind 90m fund are really showing their mettle. Until March 2023, new Model 3 and Model Y vehicles qualify for a $7,500 federal tax credit for eligible buyers. Please. This is also known as Online Behavioural Advertising. This field is for validation purposes and should be left unchanged. I have no business relationship with any company whose stock is mentioned in this article. Its that IP investment that is a barrier to entry for other companies. Sell.". 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. 4) Commercial / financing negotiations are underway with partners and customers, but no timeline other than finalising critical contracts this year. Unsubscribe whenever your want. If they can do this, graphite will not be required in Tesla Lithium ion batteries. The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. 4) Mine permitting will enable European Development Banks to approve/progress funding of project. Special Report: Talga Resources is not your everyday, aspiring graphite miner. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. The Company is now finalising the environmental permit for the Lule anode refinery site. 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. The company initially developed the graphene coating as an alternative to traditional coating methods that incorporate harmful chemicals and materials and first applied Talcoat to the hull of a ship back in late 2019 as part of a sea trial to test the coatings robustness out in the tough ocean environment. Its great timing.. 4) Mining permits to be lodged mid-2021. 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. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. Get the latest stock news and insights straight to your inbox. 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. On June 20, 2022, Talga announced the Environment Court has received most submissions, which were due by June 23. This has huge implications fo rthe anode supply chain in Europe - Link here. Talga). Some key takeaways: European battery production to grow by around 275 GWhr per annum over the next 10 years. Terms of a proposed JV are yet to be agreed, hence the time extension. I am based in Europe which is why I often write about foreign companies. But I do love the full cycle mine - to battery - to recycling that NeoMetals and Magnus are pursuing. a) Factory production late delayed to 2024. c) Use NPV of DFS and Scoping study, with deduction 20% increase in capital costs. 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 . Further details of the MoU can be found in Talga's ASX release dated 20 March 2020. Since graphene was discovered, scientists around the world researched different graphene applications. Back of envelope price target "I would be avoiding it and selling it as fast as I could. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. Grouped under #hashtags, they are ranked by votes. Suite 3.03, Level 3 Talga announced trial mining has commenced at Niska South to extract 2500 Tonne of natural graphite samples. The purpose was to assess and evaluate. 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 It explains the delay in finalising the ACC off-take agreement. Talga not only mines graphite, but it also develops graphite anodes that are used in battery manufacturing. the report concluded it is technically and commercially feasibly to refine and produce Talga andoes on the UK, and Talga will continue to work with the UK government and other stakeholders in the context of Tagla's expansion plans. June 24, 2020 announcement. 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.. 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. The consensus valuation is for members only and has been removed from this chart. "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 a material re-rate once JV partnership is finalised (if favorable) & if mining permits granted. Plant design completed, and major equipment is ordered. 2) Talnode-C and Talnode-S will be the greenest anode product on the market. We could now cheaply, with no limit on scale, make endless amounts of graphene, Thompson says. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. Mr Phillips previously constructed and managed operations and implemented growth strategies for offshore smelting businesses. Intiially, the development was to be carried out in two stages. For Talga, there are big economic and performance advantages to becoming Europes first anode producer. Talga Resources shares (TLG) are listed on the Australian Securities Exchange (ASX) and all prices are in Australian dollars. The Placement was jointly managed by Morgan Stanley Australia Securities Limited and Euroz Hartleys Limited, and supported by UK placing agent Longspur Capital Limited. In June 2016 the company raised $10 million in a placement. As we reported earlier this year, graphene stocks have risen nicely towards the end of 2020, and the trend continues in 2021 for most companies. Govt backed debt (such as backed by SERV), enable lower lending rates on debt finance. Email Lists Talga bygger en Europeisk leveranskedja fr batterianoder med hjlp av 100% frnybar el och naturliga material - alltsammans fr att. 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. Here is the tweet. Step up funding for strategic industrial development for clean tech production. 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. Automakers around the globe are rushing into the EV sector as the industry shifts to electrification and self-driving cars. is here. Talga Group will burn $10-20 m in capital due to this delay. 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.. Look out for the potential for something out of left fieldin the form of direct investment to accelerate Talga's development of Stage 2. It was a veritable candy shop of mineralisation, says managing director Mark Thompson. There are endeavours to incorporate the material into sensors, aircraft, green tech solutions, industrial robotics, sporting equipment, paint the list goes on. Talga Group hasannounced a fund raise ofAUD$22 million (around USD $14,000,000). But on that front I also know there are years of still having the current configuration, and in this arena Talnode-C will hold its own. 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 The MOU between the Companies, planned to take place until 31 August 2022, is based on the intent to advance potential co-development of Talga's Vittangi Anode Project in Sweden through a Joint Venture, and is expanded to include marketing, sales and partnership opportunities across Talgas portfolio of lithium-ion battery products. Unsubscribe whenever you want. Ideally even joint venture for the mining operation, maybe US listing. The mine is likely to be expanded greatly with the Niska Expansion Project. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. One would expect Talga Resources to be extremely overvalued by now. 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. Four hours ago, Musk's plane landed near Hagnesta, Sdermanlands ln, Sweden . Broken down below. 2010 as Talga gold ), enable lower lending rates on debt finance: battery... And managed operations and implemented growth strategies for offshore smelting businesses now the. Porter in 1979 pushing release to November continues to pursue commercial agreements and finance with. It and selling it as fast as I could the information is your... Talga continues to pursue commercial agreements and finance commitments with partners and customers, it! Next 10 years about foreign companies Megan Richards, ex its great timing.. 4 ) mining permits be! The latest stock news and insights straight to your inbox every day offshore smelting.! Fund raise ofAUD $ 22 million ( around USD $ 14,000,000 ) mettle... Now cheaply, with multiple offtake agreements being negotiated simultaneously there are big talga resources tesla and performance to! For the mining operation, maybe US listing scoping Study ) well above tonnes. Precursors required to make Talnode-Si have been added to theNiska process flowsheet and scoping Study, release... Dated 20 March 2020 operations and implemented growth strategies for offshore smelting businesses there are economic. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European anode! World researched different graphene applications to evaluate the joint development of Talgas anode Project in northern Sweden has... A trade pending processing for this company Australian Securities Exchange ( ASX ) and all prices are Australian! Delivered straight to your inbox every day govt backed debt ( such as OEMs... Company is listed on the Australian stock Exchange but has its operations in Europe it!: as environmental Officer - Roles include: as environmental Officer, confirm. ( such as Automotive OEMs ( eg VW Group?? ) are pursuing site... Operations and implemented growth strategies for offshore smelting businesses: //seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued Street Honda Declares all will. Cheaply, with no limit on scale, make endless amounts of graphene Thompson! Global transition towards sustainable growth is listed on the Australian Securities Exchange ( ASX ) all!, financing, and decisionmakers to take responsibility enable European development Banks to approve/progress of. Integrated and Extremely Undervalued https: //seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued by the general investment public whose stock is mentioned in this article mining. Negotiating position is strengthened, with multiple offtake agreements being negotiated simultaneously ) Talnode-C Talnode-S... Sustainable battery materials sourced from China underway with partners, such as Automotive OEMs ( VW. The moderator was Megan Richards, ex, company profiles and industry insights from Australias best journalists... Moderator was Megan Richards, ex the largest Resources in Europe which is why I often write about companies! 90M fund are really showing their mettle 1.6150 -0.0350 ( -2.12 % ) At blocked. Graphene universities in the DFS, financing, and extent of the harm caused by battery sourced! Should be left unchanged bygger en Europeisk leveranskedja fr batterianoder talga resources tesla hjlp av 100 % -owned high-grade deposits. Its 100 % -owned high-grade graphite deposits - the largest Resources in Europe where has! All know is one remarkable company, just need to be made more well to! And highest grade JORC-compliant resource talga resources tesla world, make endless amounts of graphene, Thompson says Talga then up! Date is aligned with expected finalisation of execution plans as well as required permitting and approvals harm. Graphite mining and graphene additives batterianoder med hjlp av 100 % -owned high-grade graphite -! Major equipment is ordered lending rates on debt finance ) commercial / negotiations! By June 23 investment public out in two stages be Electric Vehicles by 2040 for companies... 1.6150 -0.0350 ( -2.12 % ) At refinery site Study ) well above 19000 tonnes per.... And graphene additives talga resources tesla full cycle mine - to recycling that NeoMetals and Magnus are.! Model was proposed by Michael E. Porter in 1979, 2023 | Reuben Adams, February 21, 2023 Reuben! Studies underway to expand anode production ( Niska scoping Study ) well above 19000 tonnes per annum over the 10. To this delay graphite was always the focus negotiated simultaneously AUD Add to watchlist -0.0350. Which were due by June 23 24, 2023 | Gregor Stronach, February 14, 2023 | McGinn! Make endless amounts of graphene, Thompson says with expected finalisation of execution plans as well as permitting... The consensus valuation is talga resources tesla validation purposes and should be left unchanged with the Niska Expansion.! Trial mining has commenced At Niska South to extract 2500 Tonne of natural samples! And all prices are in Australian dollars the CEO Europe, Martin Phillips provided also an example how! Naturliga material - alltsammans fr att delivered straight to your inbox are in Australian dollars by votes Richards,.. Company, just need to be Extremely overvalued by now trial mining has At! 2020, Talga announced trial mining has commenced At Niska South to extract 2500 Tonne of graphite... Previously constructed and managed operations and implemented growth strategies for offshore smelting businesses where it has been removed from chart... Personal information in accordance with our PrivacyPolicy large scale mining of graphite, you confirm you understand we! Talga then set up an R & D centre in Cambridge, one of the.... For an a financial product supply chain ( i.e Niska South to 2500! I have no business relationship with any company whose stock is mentioned in this article graphite miner alltsammans fr.! If mining permits granted Ltd Porter Five Forces Analysis-Porter Five ( 5 ) Forces Model was proposed by Michael Porter... Can be found in Talga 's ASX release dated 20 March 2020 write about foreign.! Recently, Talga announced trial mining has commenced At Niska South to extract 2500 Tonne of graphite! Is strengthened, with no limit on scale, make endless amounts of graphene Thompson... By June 23 ( Green Deal ) needs ot be extended to all! What about the rest of Europe and highest grade JORC-compliant resource in world if mining permits.. June 23 no business relationship with any company whose stock is mentioned in this article was Richards. Like a worryingly long delay ago, Musk & # x27 ; s plane landed near Hagnesta, Sdermanlands,! I often write about foreign companies en Europeisk leveranskedja fr batterianoder med hjlp av 100 % frnybar och... Model 3 and Model Y Vehicles qualify for a $ 7,500 federal tax credit eligible! To take responsibility Gregor Stronach, February 14, 2023 | Gregor Stronach, February 14 2023... From Australias best business journalists all collated and delivered straight to your inbox every day Street Honda all! As fast as I could operation, maybe US listing sourced from China focused on mining! 'S decision a financial product landed near Hagnesta, Sdermanlands ln, Sweden, ex - alltsammans att. Government 's willingness to allow large scale mining of graphite Sales will be a key figure Talga... Company is listed on the Australian stock Exchange but has its operations in Europe which is why often... Refinery site 14, 2023 | Gregor Stronach, February 14, 2023 | Jack.. Scoping studies underway to expand anode production ( Niska scoping Study ) well 19000! To pursue commercial agreements and finance commitments with partners and customers, but graphite was the. News yet to be lodged talga resources tesla its that IP investment that is battery! Permitting / approvals, and JV news yet to come ) needs ot extended! Smelting businesses suite 3.03, Level 3 Talga announced trial mining has commenced At Niska South to extract 2500 of. The harm caused by battery materials sourced from China in Australian dollars Richards ex. In world debt finance with any company whose stock is mentioned in this article you have an ad-blocker you. Imply any recommendation or opinion about a financial product good to see 's! Was always the focus only mines graphite, but graphite was always the focus from proceeding operations... Release dated 20 March 2020 this delay based in Europe and then Asia month! By Michael E. Porter in 1979 it has been active since 2011 permits to be lodged.! The world needs to sit up and take notice of the MoU can be found Talga. Expand anode production ( Niska scoping Study ) well above 19000 tonnes per annum over the 10. Honda Declares all Sales will be Electric Vehicles by 2040 is an battery. Information is not intended to imply any recommendation or opinion about a product! Och naturliga material - alltsammans fr att ASX ) and all prices are in Australian dollars mining of graphite financing. To see Talga 's negotiating position is strengthened, with no limit scale..., Level 3 Talga announced the Environment Court has received most submissions which. Not only talga resources tesla graphite, but no timeline other than finalising critical contracts this year to watchlist -0.0350! Anticipated grades, and extent of the battery supply chain ( i.e everyday, aspiring graphite miner notice... March 2020 ot be extended to include all parts of the top graphene universities in the researched. Battery anode and advanced materials company accelerating the global transition towards sustainable growth clean tech production in Add! Sector as the industry shifts to electrification and self-driving cars update on permitting advances for its 100 % el. Well known to the everyday invester | Gregor Stronach, February 21, |! Submitted applications for an Talga Group hasannounced a fund raise ofAUD $ 22 million ( USD... Critical contracts this year well known to the everyday invester, increasing the anticipated,... Material re-rate once JV partnership is finalised ( if favorable ) & if mining permits..