5) Confirmed 19 000 Tonne per annum Stage 1 plant is on track to beup and running in 2023. Over the past six months, its share price has outperformed the ASX All Ordinaries Index by +22.82%. An anode supply deal signed with ACC. While it still sounds like a distant future, there is a company whose technologies are addressing both issues today. 2) LOI is non-binding, and non-exclusive to enter co-development agreements by June 30, 2021. as just another penny stock Australian miner. 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. This is required for the final customer validation phase for anode materials. We needed to develop our own technology around how to make the stuff mix into other peoples products. 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. 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.. The Sweden geographical segment explores and develops graphite. The 2 stages will nw be combined into one stage. Some subs dont allow seeking alpha sites. $22m has been raised with 20m more shares issued at $1.10ea coming from institutional investors taking the companies cash position to $27m. Positive market feedback and technical development lead Talga to fast-track preliminaryfeasibility studies for stand-alone European silicon anode refinery. Market Close Update 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. Check out their investor presentation. This is very unique graphene straight from ore in a single step. Livent should benefit from. It will take Talga's pro forma cash position (before costs) at 30 September 2022 to A$27 million (around USD $17,255,000). Ang tinig niyang naghahamon ay narinig ng marami kaya't dumating ang maraming Igorot at pinaulanan si Lam-ang ng kanilang mga sibat. 4) The off-take agreement is for 60% of Talga's maximum Stage 1 output. 3) JV agreement and project financing by November. In this video, I want to provide commentary on a webinar where Talga Group and Northvolt have both talked about the bottlenecks of the EU battery supply chai. 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. 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. 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. 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 . 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). Following commissioning, Talnode-C will be shipped to battery cell makers to undergo next stage commercial testing. Sweating on commercial agreements, with MITSUI partner MOUexpiring June 30! An EIB appraisal procedure can take anywhere between six weeks and 18 months depending on the project scope, the degree of complexity of the operation, and the efficiency of the appraisal process on the part of both the EIB itself and the project promoter. We now employ 35 technical and professional people from the exploration and discovery of graphite, through mining and processing, to marketing and R&D of new battery materials and graphene additive products. It is 1 million times smaller than the diameter of a single hair, yet it is 200 times stronger than steel and still lightweight and flexible. Funding and permitting risks are falling away. 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. Need prompt action to prevent embedding unsustainable supply chains. What are the biggest challenges of flying personal transportation? Simultaneously, it became apparent to Talga that electrification of transport would become a global long-term growth story. However, Niska permit applications were lodged last year. 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? 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.. Four hours ago, Musk's plane landed near Hagnesta, Sdermanlands ln, Sweden . We develop green battery anode and advanced materials in northern Sweden that will help shift the world to a sustainable future. 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. PFS indicates Talga will be the lowcost producer of anode material - with lower costs than the majority of Chinese competitors. This will enable customers to qualify Talga's anode for future production, leading the way to offtake agreements. Tesla was created to accelerate the advent of sustainable transport, and this policy is intended to encourage the advancement of a common, rapidly-evolving platform for electric vehicles, thereby benefiting Tesla, other companies making . 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 Given the recent MOU signed with FREYR, this extension comes as no surprise, given FREYR, as part of their MOU are exploring the opportunity to co-locate prouction facilities, and possibly licencing Talga's manufacturing IP, which were not on the table previously. Talga (ASX:TLG) began listed life as a gold explorer in 2010. In simple terms, it buys stakes in companies that mine the metals crucial in the manufacture of everything from electric cars, solar panels and giant . 4) A number of supply optinos are being considered, including licencing Tagla's anode production technology, and co-locating production facilities in Norway. Importantly, it will cost Talga just $27m in capex to fire up stage one production. It was a veritable candy shop of mineralisation, says managing director Mark Thompson. Net present value including the Niska expansion with 8% discount rate is around 4-5 billion USD. Mr Thompson has over 30 years global experience in the mineral industry including resource project development, technology and management. Negotiations with potential funding partners havecommenced and the Company has formed the view that there are reasonable grounds to assume thelikelihood of these funding options to be available to the Company as and when required. make serious money over its initial 22-year life, 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. He explained that he wanted to avoid a stronger dilution and is aiming to finance the mine and other projects in a non-dilutive way, which he was very confident about. Grouped under #hashtags, they are ranked by votes. The company has poured years into developing its own IP and now, heading into 2020, is nearing commercialisation of its advanced battery anode materials and graphene additive products. 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 . joined members of Swedish Parliament, Mattias Karlsson and Emilia Tyr, as well as representatives from the Electrification Commission, Swedish Energy Agency and. This was presented last month. Talga Resources Ltd is a multi-national company focused on graphite mining and graphene supply and application development. In early 2018, Talga tested some of its raw graphite in a battery and it worked. Relations and Public Affairs of the EU, ABB. Following encouraging early test results, further technical and commercial development of Talnode-Si has been underway at Talgas facilities in Europe. The key features of this announcement are: 1) Talga and ABB have agreed to develop the Front End Engineering and Design (FEED) for the development of the concentrator and anode plant for Stage 1 for completion in June 2022. 2) Telsa developing a silicon anode - Tesla are planning to develop a Silicon only anode. 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. Based on $100 M depreciation costs for plant, and the capital dilution, I'll need to revise my overly exuberant valuation. Couldn't help but notice Managing Director, Mark Thompson recent increase in activity on Twitter. UK supply chains that were in the earlier planning phases, likely to suffer the consequences of BREXIT. Interesting Tweet. The Swedish Transport Administration have responded confirming earlier information requests have been appropriately responded to. Do your own DD. April 21, 2202, Talga Group announced their permit application has progressed to a court hearing. Development will include battery materials lab, and battery cell making facilities for cycle testing. Sweden is a developed country in terms of physical and digital infrastructure and gives Talga Resources easy access to the European battery market. There is a disconnection between EU and Swedish government policy, inhibiting progress. The plant near Heilbronn manufactures high-voltage systems for electric vehicles and plug-in hybrids. It appears that the production start date has slipped by 6-12 months. There is significant risks in permitting, financing, and offtake agreements. The Mercedes relationship strengthens. 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 . 10x revenue for a fast growth business is not unreasonable. The purpose was to assess and evaluate. Talga Resources Ltd (ASX:TLG) is listed on the Australian Securities Exchange. 6)Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Interestingly, this coincides with Talga's Stage 1 anode plant program, and capacity. (Error Code: 100013) LEADING THE BATTERY METALS REVOLUTION Presumably, they bring a great deal of mining development IP to the table, and local knowledge. 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. Talga provided an excellent case study on sustainable graphite mining in Sweden during our latest#Batteries4EUevent 'Strengthening European resilience upstream in the battery value chain', in the context of the current Critical Raw Materials Act discussions. Talga has announced the the first Li-ion battery anode material has rolled off the production line of it EVA qualification plant in Sweden. The agreement also covers the EVA pilot plant, which will be operational early next year. I like that this company is in the new battery sector, and the graphite industry as well. Unsubscribe whenever your want. Note: Talga will need more cash within the next 6 months. The study will be completed by the end of March 2021. Responsibilities will include optimizing mine designs and liaising with engineering and mining personnel to ensure the mine plans are executed efficiently and safely. The Company is listed on the Australian Stock Exchange but has its operations in Europe where it has been active since 2011. Talga has an edge due to its Graphene projects, that helps their Tanode-Si battery come into existence and the world doesnt yet appreciate how wonderful a substance Graphene is. Talga Technologies Limited is the product development arm of parent company Talga Resources Ltd, a vertically integrated technology minerals company. Key highlights: On December 9, 2021, Talga announced further results on resource in-fill and extension drilling. This button displays the currently selected search type. 5) Estimated Project NPV of $1 054 000 USD, based on a discount rate of 8%. 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. A big red flag. Talga seem to reduce the carbon footprint in everything they touch. Extended to 31 March 2023 and this extension is expected to align with expected finalisation of execution plans. (Graphene Week 2018 Company Presentation, Page 8). Results from this latest phase of development reportedly show continued success of Talgas silicon anode approach which uses lower-cost metallurgical-grade silicon for a high-energy density anode with mass-producibility potential. Look out for the potential for something out of left fieldin the form of direct investment to accelerate Talga's development of Stage 2. The company is currently developing a whole pipeline of anode products: (Investor Presentation August 2020, page 10). Some key takeaways: European battery production to grow by around 275 GWhr per annum over the next 10 years. 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.". Share price seems like it has been in accumulation for a couple weeks now.. Breakout should happen anytime soon with the latest strengthened balance sheet. This is inline with the possibility that Mitsui / ABB will commit capital to the project for 30-40% ownership, with the remainder of finance via debt / loans. On November 23, 2021, a panel discussion addressing Green Anodes was arranged as the European Commissions' Raw Materials Week. The evaluation period was set for 12-18 months, meaning that the results can become available anywhere between January and July 2021 (New Graphene Coating Large Scale Trial). (Company Presentation CSIROE October 2020, Page 16). 1) key milestone of Vittangi DFS relaese - refer to previous straws. This is the final qualification phase prior to offtake agreements being signed. 2) ACC has been awarded funding by the EU as an IPCEI (Important Project of Common European Interest). 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. The Tesla business model operates as a Direct-to-Consumer (D2C) business model as it sells directly, cutting out middlemen such as dealerships and offering its own charging station network. Supply MOU signed with FREYR. Largest risk is permitting not proceeding. Segment: Open Market Copyright 2023 Tradegate Exchange GmbH Please note terms & conditions DAX, MDAX, TecDAX and SDAX are registered trademarks of Deutsche Brse AG Press question mark to learn the rest of the keyboard shortcuts. This is all good stuff but I would rather hear more about their Talnode-Si development, and progress on solid state batteries. Given the significant demand, and excellent economics of the project, I have assumed Talga Group is able to finance the project with 70% debt, with Talga Group needing to raise the remaining 30%. As of the last closing price of AU$1.76, shares in Talga were trading +27.72% higher than their 200 day moving average. Unfortunately, these engagements are under active non-disclosure agreements. 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. Upgrade your membership to unlock all content. You will work with: exploitation permits, water samples, environmental impact monitoring, documentation, project environmental plans. Talga Group Ltd. provided an update on permitting advances for its 100% owned integrated graphite mine and battery anode project in northern Sweden. Currency in AUD Add to watchlist 1.6150 -0.0350 (-2.12%) At. Discovered in 2004, graphene is a super material renowned for its incredible strength and conductivity. Using China Synthetic in an EV ACTUALLY does more harm to the environment than driving an ICE vehiclethats not green! Automotive giants. Talga is developing a graphite mine in Sweden, with a trial 25,000-tonne mine already approved. 6) EVA plant completed and ramping up to full production, with a number of customers in 'advanced' stages of qualifications. Talga aims to elevate the capabilities of the Saudi society to achieve s sustainable development with a . Major milestone acheived for the development of Stage 1. 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