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. 3) FREYR is currently building a battery pilot plant which will, coincidentally, begin production about the same time as Talga's pilot plant. Step up funding for strategic industrial development for clean tech production. 2) Engaged customers annual demand, including EOI and target anode supply for 2025 now exceeds 14 times the Stage 1 production capacity as per Vitangi DFS. 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). 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. 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 . In the short to medium term, strong demand. I hold shares in Talga, NeoMetals, and Magnus Energy. Authorised for release by the Board of Directors of Talga Group Ltd. 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 Talga Group has announced the completion of an institutional placement of A$40 million (around USD$27,316,000) from the issue of 25.8 million new fully paid ordinary Talga shares. Drilling results. Talga needs faster permitting / approvals, and decisionmakers to take responsibility. The final 2 steps, I understand, are more or less procedural, requiring Talga Group to demonstrate works will be carries out in accordance with building and planning codes. Broken down 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. It appears Verkor is looking to secure a significant chunk of Talga's anode production capacity. 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. The two biggest challenges of graphene are scalability and price. 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. 100k anodes planned at $12k per tonne. In early 2018, Talga tested some of its raw graphite in a battery and it worked. 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. Talga Group Ltd is a technology minerals company. Support in building supply chains, relationships with suppliers, assist the procurement and contracts group. 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%. Talga, with its proximity to LKABs existing mining operations in Northern Sweden, may offer synergies with resources, skills and infrastructure. Get the latest Stockhead news delivered free to your inbox. I expect this MoU to develop in a development agreement in the coming months, maybe shortly after the results of the scoping study. Back of envelope price target Talga Grouphas announced it has opened its new Battery Center of Excellence in Cambridge, UK. Suite 3.03, Level 3 Please visit the forums tab for general discussion. Stockheads daily newsletters make things simple: Markets coverage, company profiles and industry insights from Australias best business journalists all collated and delivered straight to your inbox every day. Automotive giants. We develop green battery anode and advanced materials in northern Sweden that will help shift the world to a sustainable future. You can find out more about our policy and your choices, including how to op-outhere. 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. 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. 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 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. Suggested the EU Innovatino Fund (Green Deal) needs ot be extended to include all parts of the battery supply chain (i.e. On November 24, Talga reported high grade intercepts, increasing the anticipated grades, and extent of the resource. Talga owns Europe's largest natural graphite . Global graphite demand to increase 400% by 2040, and 100% of which is currently imported into the EU. Stock market enthusiast. At the time, there was almost no western explorers or miners in graphite the mineral used to make the anode for lithium-ion batteries. Talga bygger en Europeisk leveranskedja fr batterianoder med hjlp av 100% frnybar el och naturliga material - alltsammans fr att. June 19, 2020 - Tolga Resources Vittangi Graphite Project is designated a mineral deposit of national interest. The immediate plan is setting up the design, implementation and start-up of the process for making materials from mined ores for lithium ion batteries. 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. Expect a material re-rate once JV partnership is finalised (if favorable) & if mining permits granted. Using China Synthetic in an EV ACTUALLY does more harm to the environment than driving an ICE vehiclethats not green! The company mines natural graphite, using 100% sustainable electricity and locally-produced materials. Some test results of product trials. Intiially, the development was to be carried out in two stages. A 35 fold increase. They are trialling the higher marginTalnode -Si product as well. The new target at our Aitik East copper project is another positive development. The world needs to sit up and take notice of the harm caused by battery materials sourced from China. 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. That remains one of the worlds greatest breakthroughs when it comes to graphene.. The company is based far away from Silicon Valley and is not listed on the US Stock Exchange. Rise and Shine: Everything you need to know before the ASX opens, CLOSING BELL: Like glands through the shower glass, this was a day of our lives. Talga is well situate to help Europe achieve its push into electrification as well as its push for locally sourced battery materials. And while it explored those projects quite successfully following the IPO, the company didnt see them growing into company makers. 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.. The scoping study for the project is underway and its results will be published in November 2020. You will run Talgas' environmental work, where you are responsible for environmental management systems based in ISO 14001. Value engineering study is nearing completion. A vertical stack of three evenly spaced horizontal lines. Talga announced an expanded MOU with ABB. There are also potential commercial synergies with sales and distribution, including the developments in theReeMAP projectthat will produce both phosphorus and rare earth elements through recycling mine waste. I particularly dont like the Graphite component of LI-ion batteries, its what helps them explode, and IMHO, the sooner we get Graphite out of the equation the better. Talgas market capitalization is only around USD 150 Million (per October 9, 2020). 3) LKAB is a Swedish state owned mining and minerals group, predominantly in iron ore operatinos in Northern Swedish, close to the Talga Vittangi project. 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. Contact Details. UK supply chains that were in the earlier planning phases, likely to suffer the consequences of BREXIT. Excellent deep dive into Talga Resources' Product here. With the permitting scheduling hearing scheduled for Q1 2023, this could be moving year for Talga, especially considering positive feedback from key stake holders. The Company develop green battery anode and advanced materials in northern and work with the highest-grade graphite resource in the world at it's mine and coated . We could now cheaply, with no limit on scale, make endless amounts of graphene, Thompson says. If we are, it aint like the last one, ASX Renewable Energy Stocks: Talga grows graphite resource to cash in on EU battery grab, Resources Top 5: A 1460g/t gold hit, more lithium, and Europes first battery anode factory goes live, Market Highlights and 5 ASX Small Caps to watch on Thursday, You can find out more about our policy and your choices, including how to op-outhere. The DFS, financing, and JV news yet to come. Learn More. And that is a great approach in todays climate sensitive environment. The short video is well worth a watch as Mark looks back at some of the biggest achievements. The consensus valuation is for members only and has been removed from this chart. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +22.82%. Ive been watching the share price for a little bit now since its run up toward $2 it seems to have based here and positioned for a big move on any news.. what can we expect within the next month?? 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