I am based in Europe which is why I often write about foreign companies. 2) Commercial samples in multitude of testing programs with battery / auto companies, large scale trials with high-performance auto brand underway. Talnode-Si preliminary feasibility study to be finalized in Q1 2021. 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 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. 43m @ 20.2% Cg, 33m @ 21.9% Cg (from 66m) NIS22019 incl. The word "Insider". Intersting takeaways: 1) Vittangi Detailed Feasibility Study due this month. This is where Talga, headed by affable managing director Mark Thompson, comes in. Patent Pledge. Talga reported the remaining balance of its 36 hole drill campaign. Surprisingly, it is not a privately-held startup researching some nanoparticles in a lab. 2) FREYR is developing a low emission battery production facility in Norway to deliver 43 GWhr of battery production by 2025. In one of the webinars, I asked Mark why he did not try to raise more money to have enough cash buffer in case of an emergency. This field is for validation purposes and should be left unchanged. Get Talga Resources Ltd historical price data for TLG stock. Scoping studies underway to expand Anode production (Niska Scoping Study) well above 19000 tonnes per annum. https://www.politico.eu/article/sweden-test-fast-ferry-traffic-congestion/, Talga presented at Oslo Battery Day 22 Aug 22. Click for membership options. 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. I like that this company is in the new battery sector, and the graphite industry as well. 2) Significant capital cost increase for the project, including $153 million USD to meet premium, tier 1 battery anode preformance requirements (equiv. The graphite mined over the next few months will supply the EVA pilot plant currently under construction. Broken down below. When expanded it provides a list of search options that will switch the search inputs to match the current selection. The mine is likely to be expanded greatly with the Niska Expansion Project. To me, it appears that the most significant permitting risks have been dealt with. So, how does one value Talga? 19m @ 42.5% Cg (from 162m), Anna-Michelle Asimakopoulou, Member of European Parliament, Peter Handley, Head of Unit, DG GROW at European Commission. We collect information about the content (including ads) you use across this site and use it to make both advertising and content more relevant to you on our network and other sites. 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. Enter Talga Resources (OTCPK:TLGRF), a vertically integrated advanced materials company focusing on battery anode and graphene additive products from Australia. Talga Resources has provided an update on the commercial progress of its graphene-enhanced silicon anode lithium-ion battery product Talnode-Si. 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. IPCEI on Batteries is investing 3.2 BN EUROs in the European battery supply chain. We talk with fund manager Alphinity, Ground Breakers: Are we in a mining boom? It has taken Talga nearly 10 years to get this far. Check out their investor presentation. Talga will have production capacity of 19 000 Tonnes per annum by 2024, and report they have EOIs from battery manufacturers for more than 300% of this capacity. 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. Please disable your ad-blocker and refresh. On June 20, 2022, Talga announced the Environment Court has received most submissions, which were due by June 23. 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. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. Commercial production scheduled for 2024 commencement. According to our data, Talga Resources Limited has a market capitalization of AU$116m, and paid its CEO total annual compensation worth AU$1.3m over the year to June 2019. Director General of the DG ENER at the European Commission. Talga Group Ltd is an Australia-based battery company engaged in the production of battery anodes and graphene additives. Talga Group Ltd is a technology minerals company. Create an account to follow your favorite communities and start taking part in conversations. Update following Investor presentation on August 6, 2022. One week old account. . European Investment Bank Published tala's Anode Development as a Project to be Financed - Under Appraisal. As this industry grows, theres a coordinated push to establishinternalEV supply chains across the EU. Talga have announced a capital raising. Over Summer, Talga will complete the mining of 25 000 Tonnes of graphite ore, which will be processed into their Talnode-C anode product and sold to customers as part fo advanced customer testing / qualification processes. funded study into the electricication of the automotive industry in the UK. Interestingly, the update makes it quite clear that financing discussions focus on the financing of the project, rather than financing Talga. Mr Phillips previously constructed and managed operations and implemented growth strategies for offshore smelting businesses. Get the latest Stockhead news delivered free to yourinbox. 3) JV agreement and project financing by November. Anode producer, Talga Resources, presented at the CSIRO Electromechanical Energy Storage Series. February 24, 2023February 24, 2023 | Reuben Adams, February 21, 2023February 21, 2023 | Gregor Stronach, February 14, 2023February 14, 2023 | Jack McGinn, February 1, 2023February 1, 2023 | Reuben Adams, January 11, 2023January 11, 2023 | Eddy Sunarto, November 9, 2022November 9, 2022 | Jessica Cummins, October 3, 2022December 19, 2022 | Josh Chiat, September 13, 2022September 13, 2022 | Reuben Adams, July 14, 2022July 14, 2022 | Emma Davies, July 1, 2022July 1, 2022 | Jessica Cummins, March 31, 2022June 23, 2022 | Reuben Adams, March 31, 2022December 14, 2022 | Eddy Sunarto, Level 1, 2 Richardson Street, West Perth 6005, Australia. There is significant risks in permitting, financing, and offtake agreements. Some subs dont allow seeking alpha sites. Talga Resources (ASX:TLG) DD Hey all, I'm new around here and I recently did a bit of a right up in my favorite ASX small cap TLG resources, mostly because I was frustrated with the stagnant share price and wanted to be reminded of all the great things this company has to offer. Mr Stinson has over 35 years Executive and non-Executive Director experience, working for global innovation companies across a range of industry segments, along with a proven track record in leading international collaborations and joint ventures working with Yamaha, Honda, Chrysler and others. In the long term, Technology may redner the graphite anode obsolete. Talga, with its proximity to LKABs existing mining operations in Northern Sweden, may offer synergies with resources, skills and infrastructure. 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. 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. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. Talga Resources develops graphene-based products in four different sectors. 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.". NIB will explore the possibility of providing financing to Talga's Vittangi Project. Local supply isnt just strategically important but can be mandated by the financiers and local governments. The political support for critical raw material developments such as Talga's quite a tailwind. Talga Technologies Limited is the product development arm of parent company Talga Resources Ltd, a vertically integrated technology minerals company. 2) Telsa developing a silicon anode - Tesla are planning to develop a Silicon only anode. 4) Regulatory approvals for Stage 1 by March 2022. Prospective Anode Producer, Talga Group, have released their Scoping Niska Study. DISC - I hold, but will be capping my holding at 5% max. 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. 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. It was a veritable candy shop of mineralisation, says managing director Mark Thompson. 84m @ 20.2% Cg (from 15m) NIS22005 incl. Werner noting the approval of $11 BN Euros in impactful investments. Funding and permitting risks are falling away. 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. The project is currently in the permit stage where Talga is expected to be able to start establishment shortly.". to discuss the challenges and opportunities of electrification. Investment fund Amati Strategic Metals is designed to generate returns from the world's march towards net zero. EVA Pilot plant to be located within the Swerim Metals Research Institute, close to Talga's proposed full-scale anode refinery site. Fast track permitting processes for industry projects, with a view to strengthening raw material supply chain. Engineering and design studies are expected to be completed this month. Presumably, they bring a great deal of mining development IP to the table, and local knowledge. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. Here is the tweet. 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 Swedish Transport Administration have responded confirming earlier information requests have been appropriately responded to. Australia. Key Takeaways: The delay is a little disappointing, but it is clear the EVA Pilot plant is quite complex as indicated in the 3-D images provided of the plant, and I imagine there was some delay co-ordinating and optimising the plant design. 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. There are so many potential application fields that even Wikipedia has a standalone article on the potential application of graphene. With rising European demand for EVs and therefore graphite anode products, it is exciting to see the Vittangi Graphite Project - our battery raw material source - continue to grow. The new EVA plant allows Talga Group to demonstrate it can delivery quality anode materials at scale. | February 25, 2023 Does anyone have an idea what the correct market cap could be for Talga and the logic and rational for expectation. The remaining 23 holes demonstrated the continuation of the high grade ore, reporting grades of up to 50.3% graphite. And on top of this, Talgas natural graphite has unique properties that enable their Talnode-C product to be superior to alternatives too. Straws are discrete research notes that relate to a particular aspect of the company. Sell.". I've been an investor for 3yrs now, I completely agree and I think their technology is better than they're letting on. Talga Resources develops graphene-based products in four different sectors. I am not receiving compensation for it (other than from Seeking Alpha). The scoping study for the project is underway and its results will be published in November 2020. 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. 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. There are endeavours to incorporate the material into sensors, aircraft, green tech solutions, industrial robotics, sporting equipment, paint the list goes on. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. 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. Revenue of $1.2bn at 80% margins, higher than apple and Tesla combined. 2) Mark Thompson flagged an increase / expansion in production is forthcoming in updated feasibility / scoping studies, due to increasing customer demand. This button displays the currently selected search type. 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. 3) Mine permitting will enable offtake agreements to be resolved. The company is based far away from Silicon Valley and is not listed on the US Stock Exchange. We were working with companies like the Tata Group at the time. 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. (Graphene Week 2018 Company Presentation, Page 8). Upgrade your membership to unlock all content. The previous offering was done among existing shareholders in November 2019, where the company raised AUD 6,2 Million in an oversubscribed offering. So, a positive and a negative. Talga is also engaged in advanced discussions and due diligence processes with other parties under NDA regarding project financing and partnerships. as just another penny stock Australian miner. 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. (Company Presentation CSIROE October 2020, Page 20). This is consistent with the delays in mine approvals, which were originally programmed to be issued by end of Q1 2022, and which appear to have slipped to Q3/Q4 2022, given the land & environment court hearing is scheduled for Q3/Q4 2022. The goal is to evaluate stand-alone commercial production in Europe (Talga Fast Tracks Mass Producible Silicone Anode Product). The good news is, Europe will likely provide financial support for projects such as Talga's, which strategically critical for Europe's energy security. The agreement also covers the EVA pilot plant, which will be operational early next year. The hearing represents the FINAL step before the Court hands down it's decision. NPV8 $1,443m Current MC $389m, as a near term producer, with plenty of upside, could reasonably trade closer to half NPV. It was also announced that Talga's partner, ABB have received a letter of support form Swiss Export Risk Insurance (SERV) for ABB's delivery for the project. Talga Group Ltd is a technology minerals company. 4) Commercial / financing negotiations are underway with partners and customers, but no timeline other than finalising critical contracts this year. 2) Mine permitting will enable JV with Mitsui to be resolved. Talga Group reported today that the final phase of their 25000 Tonne trial mine will commence over the next few days. Talga's graphite/graphene strategy. 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. 4) The off-take agreement is for 60% of Talga's maximum Stage 1 output. The scale of a potential scoping study would be based on discussions with customers, localstakeholders and project development partners. Talga Sverige | Kiruna So one day soon 1 million tonnes @ $12k basket. Large scale geophysical survey identifies 600 m long conductor adjacent to planned concentrator site. The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. 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. There is a trade pending processing for this company. 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 . Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. 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. High Voltage: Teslas supersized Gigafactory could need 2 lithium, 4 cobalt, 8 nickel, and 9 graphite mines worth of production every year, Market Highlights: Wall Street gains, Aussie CPI ahead, and 5 ASX small caps to watch on Wednesday, Market Highlights: iPhones shortage, Fed Powell to speak, and 5 ASX small caps to watch today, Market Highlights: ASX to rise, oil price volatility, and 5 small caps to watch on Wednesday, MoneyTalks: The commodities and stocks Barclay Pearces Morgan McGuire thinks can win commodity supercycle, Caught short? 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. Successful exploration allows us to better plan future scale-ups and fully realise the deposits potential for clean battery manufacturing. 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). 5) Estimated Project NPV of $1 054 000 USD, based on a discount rate of 8%. Graphene is a two-dimensional atomic-scale material, that is made of a single layer of carbon atoms. Email Lists Going forward, Mitsui and Talga will continue negotiations regarding the development of the project. We needed to develop our own technology around how to make the stuff mix into other peoples products. The automotive and cell companies that we are talking to, they actually want European [anode] supply starting in 2022 or earlier, Thompson says. A vertical stack of three evenly spaced horizontal lines. 2) LOI is non-binding, and non-exclusive to enter co-development agreements by June 30, 2021. UK supply chains that were in the earlier planning phases, likely to suffer the consequences of BREXIT. It appears EIB has been doing due diligence on Talga's development. Companies will be paying players to take their spent batteries off thema yet unaccounted for revenue stream, and I believe potentially a very lucrative one. 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. 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. They are trialling the higher marginTalnode -Si product as well. 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 world needs to sit up and take notice of the harm caused by battery materials sourced from China. Livent should benefit from. Talga is developing graphene products for additives to coatings, batteries, concrete and epoxy composites. In its Niska Study, they reported: "The ultimate funding strategy will based on the negotiations with potential project partners andfinanciers, and the conditions of the equity capital markets and relative debt financing opportunities,at the time of the final investment decision. Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. The panelists were: The moderator was Megan Richards, ex. Talga reported to the market the MOU signed with LKAB (Swedish govt owned)and Mitsui has been extended to November 30, 2021. I wrote this article myself, and it expresses my own opinions. 2) Looking to partner to raise the other 40% - Thereby Talga likely to hold 60% stake in anode business. Expect a material re-rate once JV partnership is finalised (if favorable) & if mining permits granted. . Commissioning to be completed by late March, with the project under budget. Key takeaways: 1) Seeking to fund project with 60% debt. Presumably, this will inform the mining permit application to verify envirnmental impact can be well managed. 90m @ 30.8% Cg (from 155m) NUS21008 incl. The extension date is aligned with expected finalisation of execution plans as well as required permitting and approvals. 4) Project program slips to 2024, a 6 to 12 month delay form previous guidance. And they want to move fast . 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. The material possesses different unique characteristics. At 19 tonne sof Talnode-C produced per annum, the feasibility study indicates TLG will generate $178 M USD of gross margin per annum. e) 20% share dilution to fund business through to 2024. f) Stage 1 completion:2024, Stage 2: 2027, stage 3: 2029. ". Govt backed debt (such as backed by SERV), enable lower lending rates on debt finance. The Talga share price is soaring after the company reported it has extended its MoU with Mitsui & Co. Europe Plc. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. Talga Mining Sweden - 100%-owned high-grade graphite deposits - the largest resources in Europe and highest grade JORC-compliant resource in world. Price trends tend to persist, so it's worth looking at them when it comes to a share like Talga. This vertical integration with 100% ownership of mineral supply, processing and product is designed to provide security of supply for customers and create long-lasting value for our stakeholders. EU Green deal is good, and CO2 tariffs will be better. 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 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 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. It had the graphite which Teck wasnt aware was there plus we got their copper-cobalt assets; we got the iron ore assets; and we have a vanadium project there also, he says. Drilling results. "I would be avoiding it and selling it as fast as I could. Spodumene (a primary ore of the metal) is tipped to rise from $395 a ton to $536/t this year. Mr Thompson is a member of the Australian Institute of Geoscientists and the Society of Economic Geologists. 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? quality control labs) and Germany (processing technology scale-up and graphene production). Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. Talga Group has been active over November on the IR front. 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. Everything was going really well, but the timeline for brand new materials to enter production can be long, Thompson says. Talga Resources, SolGold and more. Key Takaways: 2) Stage 2 will quintuple production form 19 kTonnes to +100 kTonnes per annum. You must be signed in to set price alerts. Here are the slides for Talgas presentation over the next 2 days at the Batteries Magafactories Berlin Event, https://www.talgagroup.com/irm/PDF/169ae087-bf7c-432a-9e3f-775252a74869/TalgaPresentationBenchmarkBatteryMegafactories2022. In May 2020, Talga submitted applications for an. However, Niska permit applications were lodged last year. An anode supply deal signed with ACC. 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 as we all know is one remarkable company, just need to be made more well known to the everyday invester. We note that's an . The consensus valuation is for members only and has been removed from this chart. Talga Group are recruiting for a senior project manager to: "Talga has been established in Lule for a number of years, today there is an innovation and pilot plant where lab tests are carried out while waiting for the establishment of the factory which is planned to be ready by 2025. By proceeding, you confirm you understand that we handle personal information in accordance with our PrivacyPolicy. This website uses cookies. Talga Resources Ltd (ASX:TLG) is listed on the Australian Securities Exchange. Alternatives too, theres a coordinated push to establishinternalEV supply chains that were in the new plant! Processes for industry projects, with its proximity to LKABs existing mining operations Northern. To follow your favorite communities and start taking part in conversations are so potential. The metal ) is tipped to rise from $ 395 a ton to $ 536/t this year I would avoiding! 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Tata Group at the Batteries Magafactories Berlin Event, https: //www.talgagroup.com/irm/PDF/169ae087-bf7c-432a-9e3f-775252a74869/TalgaPresentationBenchmarkBatteryMegafactories2022 fund Amati Metals. Well above 19000 tonnes per annum Co. Europe Plc ) well above 19000 tonnes per annum a candy. Receiving compensation for it ( other than finalising critical contracts this year of BREXIT a long-term! Notes that relate to a particular aspect of the project, rather than financing Talga Electromechanical Storage. Battery anode material has rolled off the production line of it EVA qualification in... Be able to start establishment shortly. `` Environment Court has received submissions. Would be avoiding it and selling it as fast as I could underway to expand anode production Niska. A standalone article on the US stock Exchange member of the Australian Institute of and... Green deal is good, and the graphite anode obsolete co-development agreements by June,. 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