talga resources tesla
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. Please visit the forums tab for general discussion. The consensus valuation is for members only and has been removed from this chart. It is unclear to me what design studies mean or how significant this is in relation to design completion. And that is a great approach in todays climate sensitive environment. AMATI STRATEGIC METALS: Duo behind 90m fund are really showing their mettle. https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. You can extrapolate to your own numbers. Talga resources reported anincrease in their Natural Graphite inventory to 55.3 million tonnes, with 5-15 Million tonnes of exploration targets identified for exploration / definition. 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. 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.". It will take Talga's pro forma cash position (before costs) at 30 September 2022 to A$27 million (around USD $17,255,000). A link to the EIB approval process is here. What a HUGE saving in CO2-eq alone! A big red flag. An open-pit mining operation, on-site concentrator and coastal anode refinery will produce about 19,000 tonnes per annum of Talnode-C, the companys graphite battery anode product. "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.". 3) FREYR is currently building a battery pilot plant which will, coincidentally, begin production about the same time as Talga's pilot plant. In early 2018, Talga tested some of its raw graphite in a battery and it worked. . 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.. Talga doing what looks to be some pretty effective lobbying / promotion for its Swedish Anode project: Talga attended the parliamentary seminaras part ofefforts to recognise #WorldEnvironmentDay, 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. On November 24, Talga released a progress update on the construction of the EVA Pilot plant, reporting the plant remains on track for commissioning in Q1 2022. It also appears the EIB finance is conditional on supporting European supply chains, given the offtake negotiations announced are focussing on European manufacturers (and this is mentioned in the announcement). This will further enhance Talga's already leading CO2 emissions over the anode plant life cycle, with what iwll be a zero CO2 mine. The MoU was then extended and expanded in December 2021 (ASX:TLG 13 December 2021). View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information. Talga Group Ltd is a technology minerals company. 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). 90m @ 30.8% Cg (from 155m) NUS21008 incl. Should binding agreements be entered into, the Company will release details in accordance with its disclosure obligations at that time. Intersting takeaways: 1) Vittangi Detailed Feasibility Study due this month. Relations and Public Affairs of the EU, ABB. Mining is a dirty and energy-consuming business. To me, it appears that the most significant permitting risks have been dealt with. Discovered in 2004, graphene is a super material renowned for its incredible strength and conductivity. Commercial production scheduled for 2024 commencement. We discovered that the graphene itself didnt play nice with other materials, Thompson says. It explains the delay in finalising the ACC off-take agreement. I am not receiving compensation for it (other than from Seeking Alpha). However, the permitting appears to be low risk, with local government support; financing appears to be garnering significant interest; and the EV transition, supply chain risks, nd ESG policies appear to be driving strong demand from customers. The MOU has been extended through to 31 August 2022. EVA Pilot plant to be located within the Swerim Metals Research Institute, close to Talga's proposed full-scale anode refinery site. 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 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. After a year of exploring and developing the deposits, Talga discovered that it could make graphene by running an electric current through the ore. Australia. Our Swedish battery metal projects provide additional avenues for Talga to deliver value across the European battery supply chain.. This sector wide performance maybe related to a number of positive factors relevant to the sector during thisperiod including but not limited to: An EV Anode Pilot Plant update has been released. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. They dont have that. This is very unique graphene straight from ore in a single step. Spodumene (a primary ore of the metal) is tipped to rise from $395 a ton to $536/t this year. Talga says the resource revision aims tofurther define what is Europe's largest and highest-grade graphite mineral resource to support andoptimise potential future anode production expansions. Surprisingly, it is not a privately-held startup researching some nanoparticles in a lab. I am based in Europe which is why I often write about foreign companies. The area is now being prioritised for further diamond core drilling over the next month. 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. Numerous near-term catalysts can catapult Talga into a different league, which is likely to positively affect its valuation and create a positive feedback loop for the stock price going forward: Disclosure: I am/we are long TLGRF. . Advertisement Advertisement New questions in Araling Panlipunan. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +22.82%. Since graphene was discovered, scientists around the world researched different graphene applications. June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. So, how does one value Talga? Firstly, paydirt's Battery Minerals Conference. Talga Resources is a public company trading on the Australian Stock Exchange (ASX: TLG). Mitsui, at their discretion, will have the non-exclusive right to negotiate and enter into relevant binding agreements prior to the MoU expiry date on 31 March 2023. Battery materials like Lithium, Nickel, and Cobalt get more media attention than Graphite. 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. Not only is it positive to see this extension, as to me it suggests they are on to something worthwhile, but something I find exciting is the sentence I have emboldened below. Talga Resources: 22: Sensient Tech: 25: iShs MSCI Taiw Indx: 7: KBC CLICK CSOB PB.FINANC.LOOKBACK 1: 25: Air Lease CPP Rg-A: 13: Moje portfolio. 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. So how much will Germany want 500k, what about the rest of Europe and then Asia. quality control labs) and Germany (processing technology scale-up and graphene production). So, a positive and a negative. This button displays the currently selected search type. By combining the development of their integrated graphite anode facility in Sweden into a single commercial stage, Talga (ASX:TLG) has been able to offset . Stockhead is providing factual information where there is a reasonable likelihood of doubt. Talga rightfully pushing how clean its natural graphite is, and the fact that it is the 1st resource company committed to EU Principles for Sustainable Raw Materials as well as Europes 1st anode manufacturer. Large scale samples are being committed at prices above DFS price projections (+$12k USD per Tonne). Heads up. Combine Talga anode material with Vulcan Lithium and you have very close to a carbon neutral battery manufacturing process. Two presentations over the past week. It is important to note that not all this value is directly related to graphene - some of the companies have other activities, mainly graphite mining and supply. 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. Recently, Talga has signed a non-binding Memorandum of Understanding to evaluate the joint development of Talgas Anode Project with Mitsui Group. 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. That's 1 metre of excavation across the Stage 1 pits to deliver about $195 M USD of anode per annum, minimising the environmental impact of the mining operation, energy intensity, and production costs. Inflection points to watch: Commercial agreements (10 months), financing JVs to fund the project (10 months), Approvals (6 months). Dies beinhaltet die Agentur-Feeds auf finanzen.net, aber auch. "I would be avoiding it and selling it as fast as I could. 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. Been a small investor in this company for about a year now. Talga speeds ahead with commercial anode production in Sweden Special Report: Detailed feasibility studies and work has not only delivered improved yield and recoveries, but Talga has found a simpler way to reach commercial anode production. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. 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 as Australia. The proceeds will be used to fund Vittangi Anode Project early works, including earthworks and site infrastructure at the Lule anode refinery site, commencement of procurement of anode equipment and detailed engineering, scaled up EVA production, silicon anode scale-up including securing commercial site, and general working capital (including costs of the Placement). 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. 43m @ 20.2% Cg, 33m @ 21.9% Cg (from 66m) NIS22019 incl. For investors, getting access to the right information is critical. Funding and permitting risks are falling away. If they can do this, graphite will not be required in Tesla Lithium ion batteries. My investment thesis for Talga Group is here. Recently, Talga has signed a non-binding Memorandum of Understanding to evaluate the joint development Talgas... 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