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. The graphene industry seems to be flourishing, at least when looking at the valuations of public companies. On June 20, 2022, Talga announced the Environment Court has received most submissions, which were due by June 23. He holds regular webinars where he answers investor questions. 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. 5) Confirmed 19 000 Tonne per annum Stage 1 plant is on track to beup and running in 2023. 1) Mining permits progressing well, and expect approval in the first half of 2022. The advanced materials technology company today reported the positive test results of its graphite anode product, which it is trademarking as Talnode-X, in enabling a full charge (from 0% to . EU's Net Zero Industry Act & Critical Raw Materials Act - Significant address at Davos from 12:30.here. This will enable customers to qualify Talga's anode for future production, leading the way to offtake agreements. This is the final qualification phase prior to offtake agreements being signed. You will run Talgas' environmental work, where you are responsible for environmental management systems based in ISO 14001. 1) Mark commenting on o tweet from the European Investment Bank (EIB) President, Werner Hoyer. Content is delayed by one month. 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. Special Report: Talga Resources is not your everyday, aspiring graphite miner. Talga Resources share price has taken off today,because of this. Market Close Update Add to my watchlist Overview Discussion Corporate Spotlight More Sorry, the video player failed to load. The reason given for the raise is to fund expansion and advancement of the Vittangi Anode Project development, next generation anode R&D and commercialisation, and general working capital. On November 24, Talga reported high grade intercepts, increasing the anticipated grades, and extent of the resource. Talga Resources: Vertically Integrated And Extremely Undervalued https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued. 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.". This is very similar to Talga's anode production ramp up, which will have capacity to deliver 100 GWhr of anode material by 2025 - 2026 (assuming mine permits released on schedule). Ideally even joint venture for the mining operation, maybe US listing. This is likely to stimulate competition for the only locally produced, qualified anode in Europe. I believe Talga Group is targeting 300 kTonne anode production per annum by 2030. trial mine includes extensive environmental monitoring systems, and sockpiling of topsoil for rehabilitation of the 100 x 100 m trial mine site at the end of the 2021 campaign. But the UK has indicated it wants 200k tonnes, and TLG is already looking at further expansion. Australian advanced materials technology company Talga Resources Ltd announced positive initial test results from the development of its graphene silicon lithium-ion anode in the UK.. For investors, getting access to the right information is critical. We could now cheaply, with no limit on scale, make endless amounts of graphene, Thompson says. I have never posted here before, but do not like the lack of information available to the investor. Suggested Talga needs to build a positive narrative on why the Talga Project is needed for the EU and Sweden. Talga Group Ltd. engages in the provision of graphene and graphite enhanced products for the global coatings, battery, construction and polymer composites markets. Graphene was the original reason for me to invest in Talga resources back in 2018. 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. Next article. Honda Declares All Sales Will Be Electric Vehicles by 2040. Get the latest stock news and insights straight to your inbox. The graphite projects include Vittangi, Jalkunen, and Raitajarvi. This is sufficient to deliver into fast-growing product development and customer qualification programs, and further highlights the scalability of Talgas silicon anode production approach. (Company Presentation CSIROE October 2020, Pages 6 and 18). Director General of the DG ENER at the European Commission. Talga CEO Europe Martin Phillips joined members of Swedish Parliament, Mattias Karlsson and Emilia Tyr, as well as representatives from the Electrification Commission, Swedish Energy Agency and @LKABgroup to discuss the challenges and opportunities of electrification. Talga Group has been active over November on the IR front. 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). Talga Group Ltd is a technology minerals company. According to the Pre-feasibility Study (PFS) conducted in 2019, Talgas mine exhibits pre-tax annual revenue of USD 188 million and IRR of 55%. 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 boosting our graphite mineral resource, we are also boosting our ability to supply sustainable anode products and setting Talga up to become a major supplier to the worlds fastest growing Li-ion battery markets.. Should binding agreements be entered into, the Company will release details in accordance with its disclosure obligations at that time. Talga needs faster permitting / approvals, and decisionmakers to take responsibility. Recently, Talga has signed a non-binding Memorandum of Understanding to evaluate the joint development of Talgas Anode Project with Mitsui Group. 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. 3) Mine permitting will enable offtake agreements to be resolved. 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. Most likely battery capacity and the weight of the materials used. Automakers around the globe are rushing into the EV sector as the industry shifts to electrification and self-driving cars. It operates through the following geographical segments: Sweden, Germany, United Kingdom and Australia. 2) Looking to partner to raise the other 40% - Thereby Talga likely to hold 60% stake in anode business. Market Close Update To me, it appears that the most significant permitting risks have been dealt with. EU Green deal is good, and CO2 tariffs will be better. Following commissioning, Talnode-C will be shipped to battery cell makers to undergo next stage commercial testing. (at this moment of the discussion, Peter Handley reminded Anna he has a proposal for this on her desk). They applied to mine 100k for 22 years. : 1) Telsa plan to ramp battery production / demand from 0.1 TWhr per annum in 2022 to 3.5 TWhr by 2030. 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. The [Tata] scientists we worked with were so impressed with what we were doing they left and joined us. 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. Broken down below. Talga Resources also recieved $520K to complete a preliminary feasibility study into the commercialisation of their Talnode-Si product, with a view to assessing the production of this product in the UK. The information is not intended to imply any recommendation or opinion about a financial product. Talga is a battery anode and advanced materials company accelerating the global transition towards sustainable growth. They are making the situation worse!! I however also know that the TAM is so large that there is ample room for many players. Talga still owns those legacy projects, but graphite was always the focus. 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. The CEO Europe, Martin Phillips provided also an example of how sustainable battery materials reduces the battery carbon footprint. Worth a listen for shareholders and those interested in Talga. Our Swedish battery metal projects provide additional avenues for Talga to deliver value across the European battery supply chain.. Going forward, Mitsui and Talga will continue negotiations regarding the development of the project. 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. 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. Talga, with its proximity to LKABs existing mining operations in Northern Sweden, may offer synergies with resources, skills and infrastructure. It is disappointing that Talga was unable to close an acceptable deal, however, Talga's negotiating position is weak without offtake agreements, which will not be forthcoming until after the EVA plant is in full production for 6-12 months. 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 . 4) $786 m project, with financing to be raised upon receipt of mining approvals. Talga Group reported today that the final phase of their 25000 Tonne trial mine will commence over the next few days. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. With the assistance of its financial and transaction adviser, Morgan Stanley, the Company is advancingdiscussions with third parties regarding funding for its progressed Vittangi Anode Project. It is early days for the graphene industry, and the upside for Talga here is huge. Talga reported European Investment Bank, Swedish Export Credit Corporation, and Nordic Investment Bank representatives have conducted a site visit of Talga's anode pilot plant, and mine as part of the due diligence into financing the Vittangi Anode Project. 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. Intiially, the development was to be carried out in two stages. 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. In December 2019, the company announced the commencement of a new large-scale trial of its coating product Talcoat, a graphene additive for maritime coating. Secondly, Benchmark EV Fest - Graphite vs Silicon presentation. 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