TLG Discussion 2022

[Diogenese]

Thanks Dio! Do you know the volume that Sila is providing Mercedes?

BTW, do you know how scalable the production of Sila is? Last time (years ago) I checked, they were growing silicon nano tubes, which is a slow process and cannot be scaled easily and cost efficiently. If they found a way to make it work, that would be great for them!

Also, 9% Talnode-Si sounds about right for most applications. No one is using it in high concentration because it would be degrading too fast. And battery lifetime is an important aspect. Also there is deminishing returns because increasing the energy density of the Anode doesnt increase the energy density of the cell. current collectors and cathode will remain the same. Which, while not as voluminous as the anode, are heavier. So there is a hard cap to the upside that additional silicon can give to the cell. But a 10% fraction sounds about right to me.

Hi Semmel,

I don't know much about Sila's manufacturing capacity.

This is an updated version of Sila's nanocomposite electrode:

US11233235B2 Nanocomposite battery electrode particles with radially changing properties

A Li-ion battery anode composition, comprising

a composite particle comprising a core and an innermost shell layer of the composite particle that at least partially encases the core,

wherein the core includes a first region from the center to a first radius that is halfway to the innermost shell layer of the composite particle and a second region from the center to a second radius at the innermost shell layer of the composite particle,

wherein the core exhibits an average material property that is different in the first and second regions and that changes from the center of the composite particle to the innermost shell layer,

wherein the composite particle comprises an active material capable of storing and releasing Li ions during battery operation,

wherein the active material exhibits a specific capacity of at least about 400 mAh/g,

wherein the core comprises an electrically conductive matrix material, and

wherein the electrically conductive matrix material comprises carbon (C).

[0068] ... The outer most layer of the matrix may also have a composition that has a relatively poor adhesion (or high interfacial energy, poor wetting, or longer nucleation time) to the high capacity active material so that less volume-changing active material is located near the perimeter of the particle after its synthesis and thus more stable such particles may be produced.

 

[cosors]

This is the Talnode-Si Patent:


WO2020261194A1 SILICON AND GRAPHITE CONTAINING COMPOSITE MATERIAL AND METHOD FOR PRODUCING SAME

A method (10) for the production of a composite material (42) comprising: Subjecting silicon particles (16) to a size reduction step (18) with graphite particles (20) in a solvent and/or in the presence of a polymer, to produce coated silicon nanoparticles (26); Processing the product of step (i) with or without a binder to produce composites (32); Thermal treatment of the composites (32) of step (ii), thereby producing a composite material (12) comprising a plurality of coated silicon nanoparticles, graphite particles and a carbon matrix, wherein the graphite particles are held within the carbon matrix; Coating of the composites (12) of step (iii) with a binder (36); and Thermal treatment of the composites (38) of step (iv) thereby producing a shell comprising amorphous carbon. A silicon and graphite containing composite material is also disclosed.

View attachment 58001

Thank you Dio! I'm always afraid to take a closer look and lose myself.

That's a massive rabbit hole! If you look at citations alone. One document is another Talga patent and at a quick glance it describes the process for graphene production in detail.

"...

A suitable graphite material "Vittangi graphite", being a strong, conductive graphite bearing ore, was identified and is available to the Applicant in the Nunasvaara deposit in Sweden, being a predominantly microcrystalline flake Joint Ore Reserves Committee (JORC 2012) mineral resource of 9.8 Mt at 25.3% - 46.7% graphite (Cg). Grades for this deposit have been drill tested at an average of 35% Cg, with grades attaining up to 46.7% Cg. The rock strength has been measured at approximately 120 MPa and the resistivity at less than 10 Ohm-meter, for example 0.0567 Ohm-meter. A graphite deposit of the nature of the Nunasvaara deposit in Sweden would not be, and has not been to date, considered an appropriate source of graphitic material feedstock for the production of graphene. Graphite bearing ore obtained from the Nybrannan deposit as part of the Jalkunen Project is also a suitable material that is available to the Applicant for the production of graphene.

The graphite ore is extracted by known quarry mining methods with abrasive disks, saws or wires and other known non-explosive methods of rock extraction in an ore extraction step. The blocks of ore obtained have sizes which are suitable for transport, transfer movement, and handing. The blocks may be further cut into smaller shapes or forms of electrodes which are considered more suitable for presentation to an electrolytic process. The blocks may be cubic, cylindrical, trapezoidal, conical, or rectangular in shape and have a preferred minimum dimension of 50 mm and maximum dimension of 2000 mm. More particularly, the blocks have a minimum dimension of 100 mm and maximum dimension of 1000 mm, or still more particularly a minimum dimension of 150 mm and maximum dimension of 500 mm.

The ore blocks from the graphitic deposit are employed directly as electrodes in electrolysis for the production of nano-micro platelet graphite. In this embodiment the extracted graphite ore is used as the anode, copper metal is used as the cathode and the electrolytic treatment is carried out in the presence of a 1M ammonium sulphate solution having a pH of 6.5-7.5. The voltage applied to exfoliate the extracted graphite into nano-micro platelet graphite was 10V and the ammonium sulphate solution was concurrently stirred at lOOOrpm.

The nano-micro platelet graphite obtained after the electrolytic treatment has substantially unaltered properties relative to the graphite ore from which it is produced. Moreover, the obtained nano-micro platelet graphite exhibited increased interlayer spacing between adjacent graphitic sheets relative to the observed interlayer spacing of nano-micro platelet graphite obtained from synthetic graphite or highly ordered pyrolytic graphite (HOPG).

Following the electrolytic treatment and before further exfoliation of the micro- nano platelet graphite into graphene, sulphate anions were separated from the solution containing the micro-nano platelet graphite. This was achieved by subjecting the solution containing the micro-nano platelet graphite to a liquid-liquid separation treatment in which the solution was added to kerosene. Since sulphate anions are more soluble in kerosene than in water they readily migrate and are solubilised into the organic solvent, which facilitates their removal from the solution containing the micro- nano platelet graphite. The micro-nano platelet graphite obtained following this beneficiation treatment comprises 80-99% by weight of carbon.

The micro-nano platelet graphite obtained from the beneficiation treatment was then subjected to a combined chemical and high pressure exfoliation treatment. The chemical treatment involves mixing the micro-nano platelet graphite (100 g) with an aqueous ammonium tetrabutyl ammonium sulphate solution (0.5 wt %) to intercalate ammonium ions between the graphitic layers of the micro-nano platelet graphite. It will be appreciated that an ammonium persulphate solution (0.5 wt %) could be used instead of the ammonium sulphate solution. The aqueous ammonium sulphate solution additionally comprises Antiterra 250 (1 wt %) and/or DISPERBYK 2012 (2 wt %) both of which are manufactured by BYK. This solution is then kept at room temperature and pressure for a period of 7 days to increase the content of intercalated ammonium ions between the graphitic layers.

The solution containing the intercalated micro-nano platelet graphite and surfactants is then subjected to a high pressure treatment in an M-l 10Y high pressure pneumatic homogenizer which involves the use of a high pressure jet channel in an interaction mixing chamber. The solution containing intercalated micro-nano platelet graphite and surfactants is pumped from opposite sides of the homogeniser into the mixing chamber. This causes two highly accelerated liquid dispersion streams to collide with pressurised gas (1200 bar), resulting in de-agglomeration of the graphitic layers and the exfoliation of single-layer and few-layer graphene in high yield. The combination of high pressure and reduced bond strength between adjacent graphitic layers of the micro-nano platelet graphite increases the amount of single-layer graphene and few-layer graphene that is formed relative to graphene that is exfoliated from graphite using a high sheer exfoliation route. Advantageously, it has been found that by following the method of the present invention the graphene yield could be increased by 20-40% relative to the graphene yields obtained when using conventional high shear treatments to exfoliate graphene from graphite.

Following the combined chemical and high pressure exfoliation treatment the solution obtained is ultra-centrifuged at 10,000-12,000 rpm for 30 minutes using a Fisher scientific Lynx 4000 or Beckmann Coulter (ProteomeLab® XL- A) centrifuge in order to substantially separate the exfoliated graphene from any residual nano-micro platelet graphite.

Example 2: Epoxy coated substrate preparation

A functionalised graphene composition was first prepared by dispersing graphene (1 wt%) in xylene (3.75 wt%) using a dispersing agent (0.25 wt%). In this embodiment the dispersing agent was BYK9076. This solution, which contains "pre- functionalised" graphene, i.e. graphene that has been functionalised with the BYK9076 dispersing agent, was then mixed with a polyamide hardener (23.75 wt%) and this solution was stirred for 5 minutes at 2000 RPM using a paint mixer to ensure that the graphene is homogeneously dispersed throughout the hardener and that graphene is further functionalised with the hardener to obtain functionalised graphene, i.e. graphene that is functionalised with the dispersing agent and with the hardener. 71.25 wt% of bisphenol A diglycidyl ether (DGEBA) resin was then added to the composition comprising functionalised graphene and this mixture was stirred for 5 minutes at 2000 RPM. The functionalised graphene and epoxy resin mixture was then coated onto a mild steel substrate and the steel substrate was thereafter subjected to a heat treatment of 150°C for 15 mins to cure the resin and to form a hardened coating having a dry film thickness of 45 microns.

Example 3 : Corrosion performance

Immersion test: An immersion test was carried out in accordance with ASTM D6943 to assess the corrosion resistance of a DGEBA epoxy coating without graphene and DGEBA epoxy coatings with different loadings (0.1%, 0.5%, 1%, 5%) of functionalised graphene. The coatings were scratched and then the coated substrates were immersed in a 3.5% NaCl solution. The results showed that the DGEBA epoxy coating exhibited severe corrosion and that the extent of corrosion decreases with increasing graphene content. The samples that contained 1 % and 5% functionalised graphene exhibited the least corrosion damage.

Electrochemical analysis: Electrochemical Impedance Spectroscopy (EIS) and Potentiodynamic Polarization (LP) tests were carried out to obtain a quantitative understanding of how the content of functionalised graphene in DGEBA epoxy coatings influences corrosion resistance and the rate of corrosion.

As shown in Figure 2, DGEBA epoxy coated samples without functionalised graphene (0%) provide the least coating impedance and hence resistance against corrosion. Figure 2 also shows that an increasing functionalised graphene content increases the impendence value and hence the coating resistance. In particular, it can be seen that the impedance value reached nine orders of magnitude when 1 % of functionalised graphene was incorporated into the DGEBA epoxy coating and that a significant increase in impendence was observed when the functionalised graphene content was increased from 0.5 % to 1 %.

Figure 3A shows the results of a set of potentiodynamic polarization experiments that were carried out to evaluate the effect of functionalised graphene content (0.1 wt% (A), 0.5 wt% (B), 1 wt% (C), and 5 (D) wt%) on the rate of corrosion. These experiments were carried out at 250 mV above and below the open circuit potential. From Figure 3A it can be seen that increasing the content of functionalised graphene in the DGEB A epoxy coating results in a significant reduction in the corrosion rate relative to the observed corrosion rate for DGEBA epoxy coatings without functionalised graphene (E).

Table 1 shows the results of a set of potentiodynamic polarization experiments that compared the rates of corrosion of an epoxy coating comprising 1 wt% of well dispersed functionalised graphene with an epoxy coating comprising non- functionalised graphene. This is also represented graphically in Figure 3B.

Table 1


The results showed that significant improvements in corrosion resistance could be obtained when the epoxy coating comprised well dispersed functionalised graphene rather than graphene that was merely added to the epoxy resin, i.e. it was not functionalised with the dispersing agent and the hardener prior to combining with the epoxy resin. Example 4: Adhesion test

A pull off adhesion test was carried out in accordance with ASTM G 4541. Experiments were carried out to investigate the adhesion strength of DGEBA epoxy coatings without graphene and DGEBA epoxy coatings that comprise 1 wt% graphene. As shown in Table 2 below, the pull off strength of the DGEBA epoxy coating is 2.6 MPa, whereas the pull off strength of the DGEBA epoxy coating with 1 wt % functionalised graphene is significantly higher at 4.8 MPa. The increased adhesion has been attributed, at least in part, to both the dispersing agent and the hardener forming a cross-linked network with the epoxy resin, whereas in the conventional DGBEA epoxy coating a cross-linked network is only formed between the hardener and the epoxy resin.

Table 2


Example 5: Tensile and elongation tests

Experiments were also carried out in accordance with ASTM D 882 to evaluate the tensile properties of DGBEA epoxy coatings and DGEBA epoxy coatings comprising 1 wt % functionalized graphene. Test samples were prepared by applying the coatings onto parchment paper using a bar applicator (75 microns wet film thickness). On curing, the coatings were peeled off and test samples were cut to the desired shape and size. The thickness and gauge length of the test samples were measured and thereafter they were mounted within the Universal Testing Machine. Table 3 below shows the tensile properties of DGBEA epoxy coatings and DGEBA epoxy coatings comprising 1 wt % functionalized graphene. In particular, Table 2 shows that significant improvements in tensile strength can be obtained by incorporating at least 1 wt% of functionalised graphene into the DGEBA epoxy coating. Moreover, it can be seen that the DGEBA epoxy coating comprising functionalised graphene exhibits a two-fold improvement in elongation relative to the DGEBA epoxy coating without graphene.

Table 3


Example 6: Abrasion strength test

Abrasive strength was measured using a Taber Abrasion method (ASTM D4060). A square steel substrate was first coated with (i) the functionalised graphene based DGEBA epoxy coating and (ii) the DGEBA epoxy coating without functionalised graphene. Then a hole measuring 1cm in diameter was drilled in the centre of the coated substrate. The weight of the coated substrate was measured and then the coated substrate was fixed to the Taber Abrasion tester with the help of a screw. Based on the hardness of the coating, different abrasive wheels can be used. CS17 wheels are generally used to test epoxy based systems. The coated substrate rotates for 1000 cycles, rubbing against the wheels, after which the weight of the substrate is measured again. The difference in the weight provides an estimate of the coating material loss and hence the abrasive strength of the coating. As shown in Table 4, the incorporation of functionalised graphene into the DGEBA epoxy coating significantly improves the abrasive strength of the coating relative to the DGEBA epoxy where functionalised graphene is absent from the coating matrix.

Table 4


Example 7: Weathering test

Experiments were carried out to evaluate the weathering properties of DGBEA epoxy coatings and DGEBA epoxy coatings comprising 1 wt % functionalized graphene. Experiments were conducted in accordance with ASTM G-154 using a QUV weatherometer. The coatings were subjected to a cyclic test with each cycle consisting of 8h of exposure to "UV light" at 60°C and thereafter condensation for 4h at 50°C. A spectrophotometer (BYK) was used to assess any changes in the colour and gloss of the coatings. Figure 4A shows the variation in colour change (ΔΕ) vs exposure, whereas Figure 4B shows the variation in gloss change (AG). The results indicate that the epoxy functional group in the epoxy coating (without functionalised graphene) deteriorates on exposure to UV light. Moreover, it can be seen that there is a sudden reduction in ΔΕ and AG within the first 200 hours of exposure to UV light. Although a decrease in ΔΕ and AG is also observed within the first 200 hours for epoxy coatings comprising functionalised graphene, the reduction is less severe. This improvement in colour change and gloss properties has been attributed to the presence of functionalised graphene in the coating matrix that is able to absorb UV radiation. Example 8: Water absorption test

The water absorption properties of the functionalised graphene epoxy coating, were compared with an organic zinc rich DGEBA epoxy primer and an inorganic zinc silicate primer. Figure 8 shows that overtime the functionalised graphene epoxy coating absorbs the least amount of water and that it absorbs much less than the zinc rich epoxy primer. Water uptake was calculated by measuring the changes in coating's electrical capacitance over long exposure to aqueous environments using electrochemical impedance spectroscopy (EIS). Capacitive technique is based on the principle that water permeation increases the electrical capacitance of coating. Example 9: Polyurethane coated substrate preparation

A functionalised graphene composition was first prepared by dispersing graphene (5 wt%) in water (4.5 wt%) using a dispersing agent (0.5 wt%). In this embodiment the dispersing agent was DISPERBYK2012. This solution, which contains "pre-functionalised" graphene, i.e. graphene that has been functionalised with the DISPERBYK2012 dispersing agent, was then mixed with a water based DMPA polyol dispersion (60 wt%) and this solution was stirred for 5 minutes at 2000 RPM using a paint mixer to ensure that the graphene is homogeneously dispersed throughout the polyol resin and that graphene cross-links with the polyol resin to obtain functionalised graphene, i.e. graphene that is functionalised with the dispersing agent and with the polyol. 30 wt% of 6-hexamethylene diisocyanate (HDI) hardener was then added to the composition comprising functionalised graphene and this mixture was stirred for 10 minutes at 2000 RPM. The functionalised graphene and HDI hardener mixture was then coated onto a mild steel substrate and the steel substrate was thereafter subjected to a heat treatment of 100°C for 15 mins to cure the DMPA resin and to form a hardened coating having a dry film thickness of 40 microns.

Example 10: Adhesion test

A pull off adhesion test was carried out in accordance with ASTM G 4541. Experiments were carried out to investigate the adhesion strength of polyurethane coatings without functionalised graphene and polyurethane coatings that comprising 5 wt% graphene. As shown in Table 5, the pull off strength of the polyurethane coating without functionalised graphene is 3.8 MPa, whereas the pull off strength of the functionalised graphene polyurethane coating is much higher at 5.4 MPa %.

Table 5


Example 11: Tensile and elongation tests

Experiments were also carried out in accordance with ASTM D 882 to evaluate the tensile properties of DMPA polyurethane coatings comprising 5 wt % functionalized graphene. Test samples were prepared by applying the coatings onto parchment paper using a bar applicator (75 microns wet film thickness). On curing, the coatings were peeled off and test samples were cut to the desired shape and size. The thickness and gauge length of the test samples were measured and thereafter they were mounted within the Universal Testing Machine. Table 6 below shows that significant improvements in tensile strength and elongation were obtained when 5 wt% of functionalised graphene is incorporated into the polyurethane coating. Table 6


Example 12: Abrasion strength test

Abrasive strength was measured using a Taber Abrasion method (ASTM D4060). A square steel substrate was coated with (i) the functionalised graphene based DMPA polyurethane coating and (ii) the DMPA polyurethane coating without functionalised graphene, and a hole measuring 1cm in diameter was drilled in the centre of the coated substrate. The weight of the coated substrate was measured and then the coated substrate was fixed to the Taber Abrasion tester with the help of a screw. The coated substrate was rotated for 1000 cycles against a CS17 abrasive wheel after which the weight of the substrate is measured again. As shown in Table 7, the incorporation of 5 wt% functionalised graphene into the DMPA polyurethane coating significantly improves the abrasive strength of the coating relative to the DMPA polyurethane coating where functionalised graphene is absent from the coating matrix.

Table 7


Example 13: Weathering test

Experiments were carried out to evaluate the weathering properties of polyurethane coatings formed in accordance with Example 9 comprising 5 wt% functionalised grapheme and polyurethane coatings without functionalised graphene. Experiments were conducted in accordance with ASTM G-154 using a QUV weatherometer. The coatings were subjected to a cyclic test with each cycle consisting of 8h of exposure to "UV light" at 60°C and thereafter condensation for 4h at 50°C. A spectrophotometer (BYK) was used to assess any changes in the colour and gloss of the coatings. Figure 5A shows the variation in colour change (ΔΕ) vs exposure, whereas Figure 5B shows the variation in gloss change (AG). The results indicate that at any given time the ΔΕ values observed for the polyurethane coatings comprising functionalised graphene were significantly lower than the ΔΕ values that were obtained for the corresponding polyurethane coating without functionalised graphene. Similarly, the AG values observed for the functionalised graphene polyurethane coating were less than those observed for the polyurethane coating without graphene.

The above embodiments are described by way of example only. Many variations are possible without departing from the scope of the invention."

WO2019020999A1 - Functionalised graphene composition - Google Patents

Functionalised Graphene Composition The present invention relates to a graphene composition for use in a coating composition that comprises a resin and a hardener, wherein the resin or the hardener is an active hydrogen-containing component and graphene in the graphene composition is...

patents.google.com

It gets even better:

That's a whole family of patents!! Holy shit. Semmel, you're sure to find plenty of numbers.
And pay attention to the release dates!

 

[WheresTheMonkey]

It was in the q&a of one of the webinars a couple of qtrs ago, someone asked about volumes.

Yeah..........I think it was the November Webinar and if I recall correctly it was between 5 and 10,000 tonnes p.a.

 

[Semmel]

Yeah..........I think it was the November Webinar and if I recall correctly it was between 5 and 10,000 tonnes p.a.

That's a nice start. If Talnode-Si is twice as expensive as Talnode-C, then a 10ktpa would practically double Talgas revenue. If profit margins are similar, that basically doubles the share price on that. Well that's a nice start if this comes to fruition! Of course it would mean we need to sacrifice part of Talnode-C capacity for the carbon component of Talnode-Si, but it's very much worth it! Fingers crossed!

 

[WheresTheMonkey]

And so we wait.........................

I'm wondering if this is all due to there being no cost to actually appeal a case hence the Supreme Court is absolutely inundated with cases of merit and no merit and that is why 98% of appeals are thrown out ?

 

[WheresTheMonkey]

Short data out for last Wednesday 9.5m shares bought back and we dropped from 4.83% to 2.34%

Which explains the 11M+ shares traded that day

ShortMan - Short position graph for TLG

Short position graph and statistics for TLG

www.shortman.com.au

 

[Monkeymandan]

Short data out for last Wednesday 9.5m shares bought back and we dropped from 4.83% to 2.34%

Which explains the 11M+ shares traded that day

ShortMan - Short position graph for TLG

Short position graph and statistics for TLG

www.shortman.com.au

No coincidence that was 1 week prior to the 4 month approval timeframe (from date of lawyers submission on 4 Nov).

I think we’ll have the outcome by the end of next week - allowing 1 week for the Christmas shutdown.

 

[WheresTheMonkey]

No coincidence that was 1 week prior to the 4 month approval timeframe (from date of lawyers submission on 4 Nov).

I think we’ll have the outcome by the end of next week - allowing 1 week for the Christmas shutdown.

 

[brewm0re]

Thank you Dio! I'm always afraid to take a closer look and lose myself.

That's a massive rabbit hole! If you look at citations alone. One document is another Talga patent and at a quick glance it describes the process for graphene production in detail.

View attachment 58004

"...

A suitable graphite material "Vittangi graphite", being a strong, conductive graphite bearing ore, was identified and is available to the Applicant in the Nunasvaara deposit in Sweden, being a predominantly microcrystalline flake Joint Ore Reserves Committee (JORC 2012) mineral resource of 9.8 Mt at 25.3% - 46.7% graphite (Cg). Grades for this deposit have been drill tested at an average of 35% Cg, with grades attaining up to 46.7% Cg. The rock strength has been measured at approximately 120 MPa and the resistivity at less than 10 Ohm-meter, for example 0.0567 Ohm-meter. A graphite deposit of the nature of the Nunasvaara deposit in Sweden would not be, and has not been to date, considered an appropriate source of graphitic material feedstock for the production of graphene. Graphite bearing ore obtained from the Nybrannan deposit as part of the Jalkunen Project is also a suitable material that is available to the Applicant for the production of graphene.

The graphite ore is extracted by known quarry mining methods with abrasive disks, saws or wires and other known non-explosive methods of rock extraction in an ore extraction step. The blocks of ore obtained have sizes which are suitable for transport, transfer movement, and handing. The blocks may be further cut into smaller shapes or forms of electrodes which are considered more suitable for presentation to an electrolytic process. The blocks may be cubic, cylindrical, trapezoidal, conical, or rectangular in shape and have a preferred minimum dimension of 50 mm and maximum dimension of 2000 mm. More particularly, the blocks have a minimum dimension of 100 mm and maximum dimension of 1000 mm, or still more particularly a minimum dimension of 150 mm and maximum dimension of 500 mm.

The ore blocks from the graphitic deposit are employed directly as electrodes in electrolysis for the production of nano-micro platelet graphite. In this embodiment the extracted graphite ore is used as the anode, copper metal is used as the cathode and the electrolytic treatment is carried out in the presence of a 1M ammonium sulphate solution having a pH of 6.5-7.5. The voltage applied to exfoliate the extracted graphite into nano-micro platelet graphite was 10V and the ammonium sulphate solution was concurrently stirred at lOOOrpm.

The nano-micro platelet graphite obtained after the electrolytic treatment has substantially unaltered properties relative to the graphite ore from which it is produced. Moreover, the obtained nano-micro platelet graphite exhibited increased interlayer spacing between adjacent graphitic sheets relative to the observed interlayer spacing of nano-micro platelet graphite obtained from synthetic graphite or highly ordered pyrolytic graphite (HOPG).

Following the electrolytic treatment and before further exfoliation of the micro- nano platelet graphite into graphene, sulphate anions were separated from the solution containing the micro-nano platelet graphite. This was achieved by subjecting the solution containing the micro-nano platelet graphite to a liquid-liquid separation treatment in which the solution was added to kerosene. Since sulphate anions are more soluble in kerosene than in water they readily migrate and are solubilised into the organic solvent, which facilitates their removal from the solution containing the micro- nano platelet graphite. The micro-nano platelet graphite obtained following this beneficiation treatment comprises 80-99% by weight of carbon.

The micro-nano platelet graphite obtained from the beneficiation treatment was then subjected to a combined chemical and high pressure exfoliation treatment. The chemical treatment involves mixing the micro-nano platelet graphite (100 g) with an aqueous ammonium tetrabutyl ammonium sulphate solution (0.5 wt %) to intercalate ammonium ions between the graphitic layers of the micro-nano platelet graphite. It will be appreciated that an ammonium persulphate solution (0.5 wt %) could be used instead of the ammonium sulphate solution. The aqueous ammonium sulphate solution additionally comprises Antiterra 250 (1 wt %) and/or DISPERBYK 2012 (2 wt %) both of which are manufactured by BYK. This solution is then kept at room temperature and pressure for a period of 7 days to increase the content of intercalated ammonium ions between the graphitic layers.

The solution containing the intercalated micro-nano platelet graphite and surfactants is then subjected to a high pressure treatment in an M-l 10Y high pressure pneumatic homogenizer which involves the use of a high pressure jet channel in an interaction mixing chamber. The solution containing intercalated micro-nano platelet graphite and surfactants is pumped from opposite sides of the homogeniser into the mixing chamber. This causes two highly accelerated liquid dispersion streams to collide with pressurised gas (1200 bar), resulting in de-agglomeration of the graphitic layers and the exfoliation of single-layer and few-layer graphene in high yield. The combination of high pressure and reduced bond strength between adjacent graphitic layers of the micro-nano platelet graphite increases the amount of single-layer graphene and few-layer graphene that is formed relative to graphene that is exfoliated from graphite using a high sheer exfoliation route. Advantageously, it has been found that by following the method of the present invention the graphene yield could be increased by 20-40% relative to the graphene yields obtained when using conventional high shear treatments to exfoliate graphene from graphite.

Following the combined chemical and high pressure exfoliation treatment the solution obtained is ultra-centrifuged at 10,000-12,000 rpm for 30 minutes using a Fisher scientific Lynx 4000 or Beckmann Coulter (ProteomeLab® XL- A) centrifuge in order to substantially separate the exfoliated graphene from any residual nano-micro platelet graphite.

Example 2: Epoxy coated substrate preparation

A functionalised graphene composition was first prepared by dispersing graphene (1 wt%) in xylene (3.75 wt%) using a dispersing agent (0.25 wt%). In this embodiment the dispersing agent was BYK9076. This solution, which contains "pre- functionalised" graphene, i.e. graphene that has been functionalised with the BYK9076 dispersing agent, was then mixed with a polyamide hardener (23.75 wt%) and this solution was stirred for 5 minutes at 2000 RPM using a paint mixer to ensure that the graphene is homogeneously dispersed throughout the hardener and that graphene is further functionalised with the hardener to obtain functionalised graphene, i.e. graphene that is functionalised with the dispersing agent and with the hardener. 71.25 wt% of bisphenol A diglycidyl ether (DGEBA) resin was then added to the composition comprising functionalised graphene and this mixture was stirred for 5 minutes at 2000 RPM. The functionalised graphene and epoxy resin mixture was then coated onto a mild steel substrate and the steel substrate was thereafter subjected to a heat treatment of 150°C for 15 mins to cure the resin and to form a hardened coating having a dry film thickness of 45 microns.

Example 3 : Corrosion performance

Immersion test: An immersion test was carried out in accordance with ASTM D6943 to assess the corrosion resistance of a DGEBA epoxy coating without graphene and DGEBA epoxy coatings with different loadings (0.1%, 0.5%, 1%, 5%) of functionalised graphene. The coatings were scratched and then the coated substrates were immersed in a 3.5% NaCl solution. The results showed that the DGEBA epoxy coating exhibited severe corrosion and that the extent of corrosion decreases with increasing graphene content. The samples that contained 1 % and 5% functionalised graphene exhibited the least corrosion damage.

Electrochemical analysis: Electrochemical Impedance Spectroscopy (EIS) and Potentiodynamic Polarization (LP) tests were carried out to obtain a quantitative understanding of how the content of functionalised graphene in DGEBA epoxy coatings influences corrosion resistance and the rate of corrosion.

As shown in Figure 2, DGEBA epoxy coated samples without functionalised graphene (0%) provide the least coating impedance and hence resistance against corrosion. Figure 2 also shows that an increasing functionalised graphene content increases the impendence value and hence the coating resistance. In particular, it can be seen that the impedance value reached nine orders of magnitude when 1 % of functionalised graphene was incorporated into the DGEBA epoxy coating and that a significant increase in impendence was observed when the functionalised graphene content was increased from 0.5 % to 1 %.

Figure 3A shows the results of a set of potentiodynamic polarization experiments that were carried out to evaluate the effect of functionalised graphene content (0.1 wt% (A), 0.5 wt% (B), 1 wt% (C), and 5 (D) wt%) on the rate of corrosion. These experiments were carried out at 250 mV above and below the open circuit potential. From Figure 3A it can be seen that increasing the content of functionalised graphene in the DGEB A epoxy coating results in a significant reduction in the corrosion rate relative to the observed corrosion rate for DGEBA epoxy coatings without functionalised graphene (E).

Table 1 shows the results of a set of potentiodynamic polarization experiments that compared the rates of corrosion of an epoxy coating comprising 1 wt% of well dispersed functionalised graphene with an epoxy coating comprising non- functionalised graphene. This is also represented graphically in Figure 3B.

Table 1


The results showed that significant improvements in corrosion resistance could be obtained when the epoxy coating comprised well dispersed functionalised graphene rather than graphene that was merely added to the epoxy resin, i.e. it was not functionalised with the dispersing agent and the hardener prior to combining with the epoxy resin. Example 4: Adhesion test

A pull off adhesion test was carried out in accordance with ASTM G 4541. Experiments were carried out to investigate the adhesion strength of DGEBA epoxy coatings without graphene and DGEBA epoxy coatings that comprise 1 wt% graphene. As shown in Table 2 below, the pull off strength of the DGEBA epoxy coating is 2.6 MPa, whereas the pull off strength of the DGEBA epoxy coating with 1 wt % functionalised graphene is significantly higher at 4.8 MPa. The increased adhesion has been attributed, at least in part, to both the dispersing agent and the hardener forming a cross-linked network with the epoxy resin, whereas in the conventional DGBEA epoxy coating a cross-linked network is only formed between the hardener and the epoxy resin.

Table 2


Example 5: Tensile and elongation tests

Experiments were also carried out in accordance with ASTM D 882 to evaluate the tensile properties of DGBEA epoxy coatings and DGEBA epoxy coatings comprising 1 wt % functionalized graphene. Test samples were prepared by applying the coatings onto parchment paper using a bar applicator (75 microns wet film thickness). On curing, the coatings were peeled off and test samples were cut to the desired shape and size. The thickness and gauge length of the test samples were measured and thereafter they were mounted within the Universal Testing Machine. Table 3 below shows the tensile properties of DGBEA epoxy coatings and DGEBA epoxy coatings comprising 1 wt % functionalized graphene. In particular, Table 2 shows that significant improvements in tensile strength can be obtained by incorporating at least 1 wt% of functionalised graphene into the DGEBA epoxy coating. Moreover, it can be seen that the DGEBA epoxy coating comprising functionalised graphene exhibits a two-fold improvement in elongation relative to the DGEBA epoxy coating without graphene.

Table 3


Example 6: Abrasion strength test

Abrasive strength was measured using a Taber Abrasion method (ASTM D4060). A square steel substrate was first coated with (i) the functionalised graphene based DGEBA epoxy coating and (ii) the DGEBA epoxy coating without functionalised graphene. Then a hole measuring 1cm in diameter was drilled in the centre of the coated substrate. The weight of the coated substrate was measured and then the coated substrate was fixed to the Taber Abrasion tester with the help of a screw. Based on the hardness of the coating, different abrasive wheels can be used. CS17 wheels are generally used to test epoxy based systems. The coated substrate rotates for 1000 cycles, rubbing against the wheels, after which the weight of the substrate is measured again. The difference in the weight provides an estimate of the coating material loss and hence the abrasive strength of the coating. As shown in Table 4, the incorporation of functionalised graphene into the DGEBA epoxy coating significantly improves the abrasive strength of the coating relative to the DGEBA epoxy where functionalised graphene is absent from the coating matrix.

Table 4


Example 7: Weathering test

Experiments were carried out to evaluate the weathering properties of DGBEA epoxy coatings and DGEBA epoxy coatings comprising 1 wt % functionalized graphene. Experiments were conducted in accordance with ASTM G-154 using a QUV weatherometer. The coatings were subjected to a cyclic test with each cycle consisting of 8h of exposure to "UV light" at 60°C and thereafter condensation for 4h at 50°C. A spectrophotometer (BYK) was used to assess any changes in the colour and gloss of the coatings. Figure 4A shows the variation in colour change (ΔΕ) vs exposure, whereas Figure 4B shows the variation in gloss change (AG). The results indicate that the epoxy functional group in the epoxy coating (without functionalised graphene) deteriorates on exposure to UV light. Moreover, it can be seen that there is a sudden reduction in ΔΕ and AG within the first 200 hours of exposure to UV light. Although a decrease in ΔΕ and AG is also observed within the first 200 hours for epoxy coatings comprising functionalised graphene, the reduction is less severe. This improvement in colour change and gloss properties has been attributed to the presence of functionalised graphene in the coating matrix that is able to absorb UV radiation. Example 8: Water absorption test

The water absorption properties of the functionalised graphene epoxy coating, were compared with an organic zinc rich DGEBA epoxy primer and an inorganic zinc silicate primer. Figure 8 shows that overtime the functionalised graphene epoxy coating absorbs the least amount of water and that it absorbs much less than the zinc rich epoxy primer. Water uptake was calculated by measuring the changes in coating's electrical capacitance over long exposure to aqueous environments using electrochemical impedance spectroscopy (EIS). Capacitive technique is based on the principle that water permeation increases the electrical capacitance of coating. Example 9: Polyurethane coated substrate preparation

A functionalised graphene composition was first prepared by dispersing graphene (5 wt%) in water (4.5 wt%) using a dispersing agent (0.5 wt%). In this embodiment the dispersing agent was DISPERBYK2012. This solution, which contains "pre-functionalised" graphene, i.e. graphene that has been functionalised with the DISPERBYK2012 dispersing agent, was then mixed with a water based DMPA polyol dispersion (60 wt%) and this solution was stirred for 5 minutes at 2000 RPM using a paint mixer to ensure that the graphene is homogeneously dispersed throughout the polyol resin and that graphene cross-links with the polyol resin to obtain functionalised graphene, i.e. graphene that is functionalised with the dispersing agent and with the polyol. 30 wt% of 6-hexamethylene diisocyanate (HDI) hardener was then added to the composition comprising functionalised graphene and this mixture was stirred for 10 minutes at 2000 RPM. The functionalised graphene and HDI hardener mixture was then coated onto a mild steel substrate and the steel substrate was thereafter subjected to a heat treatment of 100°C for 15 mins to cure the DMPA resin and to form a hardened coating having a dry film thickness of 40 microns.

Example 10: Adhesion test

A pull off adhesion test was carried out in accordance with ASTM G 4541. Experiments were carried out to investigate the adhesion strength of polyurethane coatings without functionalised graphene and polyurethane coatings that comprising 5 wt% graphene. As shown in Table 5, the pull off strength of the polyurethane coating without functionalised graphene is 3.8 MPa, whereas the pull off strength of the functionalised graphene polyurethane coating is much higher at 5.4 MPa %.

Table 5


Example 11: Tensile and elongation tests

Experiments were also carried out in accordance with ASTM D 882 to evaluate the tensile properties of DMPA polyurethane coatings comprising 5 wt % functionalized graphene. Test samples were prepared by applying the coatings onto parchment paper using a bar applicator (75 microns wet film thickness). On curing, the coatings were peeled off and test samples were cut to the desired shape and size. The thickness and gauge length of the test samples were measured and thereafter they were mounted within the Universal Testing Machine. Table 6 below shows that significant improvements in tensile strength and elongation were obtained when 5 wt% of functionalised graphene is incorporated into the polyurethane coating. Table 6


Example 12: Abrasion strength test

Abrasive strength was measured using a Taber Abrasion method (ASTM D4060). A square steel substrate was coated with (i) the functionalised graphene based DMPA polyurethane coating and (ii) the DMPA polyurethane coating without functionalised graphene, and a hole measuring 1cm in diameter was drilled in the centre of the coated substrate. The weight of the coated substrate was measured and then the coated substrate was fixed to the Taber Abrasion tester with the help of a screw. The coated substrate was rotated for 1000 cycles against a CS17 abrasive wheel after which the weight of the substrate is measured again. As shown in Table 7, the incorporation of 5 wt% functionalised graphene into the DMPA polyurethane coating significantly improves the abrasive strength of the coating relative to the DMPA polyurethane coating where functionalised graphene is absent from the coating matrix.

Table 7


Example 13: Weathering test

Experiments were carried out to evaluate the weathering properties of polyurethane coatings formed in accordance with Example 9 comprising 5 wt% functionalised grapheme and polyurethane coatings without functionalised graphene. Experiments were conducted in accordance with ASTM G-154 using a QUV weatherometer. The coatings were subjected to a cyclic test with each cycle consisting of 8h of exposure to "UV light" at 60°C and thereafter condensation for 4h at 50°C. A spectrophotometer (BYK) was used to assess any changes in the colour and gloss of the coatings. Figure 5A shows the variation in colour change (ΔΕ) vs exposure, whereas Figure 5B shows the variation in gloss change (AG). The results indicate that at any given time the ΔΕ values observed for the polyurethane coatings comprising functionalised graphene were significantly lower than the ΔΕ values that were obtained for the corresponding polyurethane coating without functionalised graphene. Similarly, the AG values observed for the functionalised graphene polyurethane coating were less than those observed for the polyurethane coating without graphene.

The above embodiments are described by way of example only. Many variations are possible without departing from the scope of the invention."

WO2019020999A1 - Functionalised graphene composition - Google Patents

Functionalised Graphene Composition The present invention relates to a graphene composition for use in a coating composition that comprises a resin and a hardener, wherein the resin or the hardener is an active hydrogen-containing component and graphene in the graphene composition is...

patents.google.com

It gets even better:
View attachment 58005



That's a whole family of patents!! Holy shit. Semmel, you're sure to find plenty of numbers.
And pay attention to the release dates!

It’s no wonder how fondly MT spoke of Claudio in a recent presentation when he was in the room. Invaluable he was, seeing his name listed in all the patents. Here’s hoping Dr Anna Motta & team attract and retain that same level quality of personnel to TLG.

 

[JNRB]

That's a nice start. If Talnode-Si is twice as expensive as Talnode-C, then a 10ktpa would practically double Talgas revenue. If profit margins are similar, that basically doubles the share price on that. Well that's a nice start if this comes to fruition! Of course it would mean we need to sacrifice part of Talnode-C capacity for the carbon component of Talnode-Si, but it's very much worth it! Fingers crossed!

Yeah exactly. And it still feels like a massive extra bonus that just came outta nowhere. And still hasn't really been factored into the price.
For all my frustration about the slow pace of our main project, I'm thrilled at how fast Talnode-Si has been progressing. Really fits too with MT's comments about TLG offering a while suite of products.

 

[BlackBeak]

That's a nice start. If Talnode-Si is twice as expensive as Talnode-C, then a 10ktpa would practically double Talgas revenue. If profit margins are similar, that basically doubles the share price on that. Well that's a nice start if this comes to fruition! Of course it would mean we need to sacrifice part of Talnode-C capacity for the carbon component of Talnode-Si, but it's very much worth it! Fingers crossed!

We might not have to sacrifice any Talnode-C. From memory our mining permit was granted to mine more per annum than we requested, but we’re still building a factory for 19,500tpa, and I always wondered if they would mine the max they could but just store it? Would actually make sense if it was mined and sent to a Talnode-Si facility instead!

MT also said something about the mining permit being about averages over the lifetime of a mine and not a hard yearly limit (I.e you could mine less one year and more the next year).

I wonder if the permit would apply from when it’s first granted rather than when the appeals completed, therefore we could theoretically mine 2 years worth of graphite before our Talnode-C refinery is ready to process it

 

[Stares_into_Space]

Is there a thread with info about all the ways to get TLGRF shares? The only method I currently can find is to call schwab and either pay $50USD for each trade or to go through a whole process setting up a global account, swapping currencies @1% fee, and then getting charged $36AUD for each trade. TDameritrade used to be way easier before they got bought.

 

[cosors]

Is there a thread with info about all the ways to get TLGRF shares? The only method I currently can find is to call schwab and either pay $50USD for each trade or to go through a whole process setting up a global account, swapping currencies @1% fee, and then getting charged $36AUD for each trade. TDameritrade used to be way easier before they got bought.

The only exchanges I know are this and the ASX itself.

 

[Stares_into_Space]

The only exchanges I know are this and the ASX itself.
View attachment 58448

I just want to find a way to buy talga shares with Ethereum

 

[cosors]

I just want to find a way to buy talga shares with Ethereum

Look what we mere mortals here in Germany have to pay as a bonus for market makers:

5% is usual for ASX shares here.

With a paid ASX bot you can get it for almost nothing. 1 share in the other hand and 3 back. Every day.

 

[Diogenese]

We might not have to sacrifice any Talnode-C. From memory our mining permit was granted to mine more per annum than we requested, but we’re still building a factory for 19,500tpa, and I always wondered if they would mine the max they could but just store it? Would actually make sense if it was mined and sent to a Talnode-Si facility instead!

MT also said something about the mining permit being about averages over the lifetime of a mine and not a hard yearly limit (I.e you could mine less one year and more the next year).

I wonder if the permit would apply from when it’s first granted rather than when the appeals completed, therefore we could theoretically mine 2 years worth of graphite before our Talnode-C refinery is ready to process it

We are only mining when the reindeer are on holidays.

 

[cosors]

That is interesting:

"Atlant Green Tech Metals decreased 0.6 percent in May – Epiroc has received an order from Boliden​

Published5 June at 9.16
The fund Atlant Green Tech Metals decreased 0.6 percent in May. Since the turn of the year, the fund has decreased by 2.1 percent. This is evident from a monthly report from the fund's manager Mattias Gromark.

Initially, the manager writes that the market had a negative month. The Stockholm Stock Exchange fell 2.1 percent in May and has increased 4.3 percent this year.
“As you know, Green Tech Metals invests in sustainable companies in the material supply industry for sustainable energy and electrification. We are convinced that the requirements for sustainable supply chains, at all stages, will only increase in the coming years, especially to Europe and North America", writes Gromark.
Furthermore, the administrator highlights the Chinese company Putailai, which has been in bad weather recently as the company is to build a factory for Northvolt in Torsboda outside Timrå. According to information, Putailai has deliberately concealed the fact that it has a subsidiary in a region of China where a genocide is taking place, which is why, among other things, the United States has banned all trade in Chinese goods from the region.

The manager instead highlights a number of companies in the portfolio that produce the same type of battery material, but which are instead based on natural graphite, which creates much less carbon dioxide emissions. These companies are Nextsource Materials, Northern Graphite, Noveau Monde Graphite and Talga.

The main contributions to the fund came during the month from the holdings in AMG Critical Materials, Standard Lithium and FLSmidth.
In the negative balance were Electra Battery Materials, IBU-TEC Advanced Materials and Taseko instead.
During the month, the fund reduced its holdings in Eramet and Lundin Mining and increased in Epiroc and Elkem. At the end of May, Epiroc received an order for 130 million kroner from Boliden, which the fund also owns, for mining equipment.
"Boliden has set very high targets to reduce emissions from its operations. By 2030, scope 1 (direct emissions) and 2 (indirect emissions) must be reduced by 40 percent. Scope 3 (indirect emissions from the value chain) must be reduced by 30 percent by 2030.”
The largest holdings in the fund's portfolio at the end of the month were Cameco, Lithium Americas and FLSmidth & Co with portfolio weights of 9.9, 8.0 and 3.7 percent respectively."

Atlant Green Tech Metals, %	maj, 2023
Fund MM, change in percentage	-0.6
Fund this year, change in percentage	-2.1

https://www.realtid.se/telegram/atl...-i-maj-epiroc-har-fatt-en-order-fran-boliden/
direct souce: https://www.atlantfonder.se/?do=template.fil&id=27519&csrf=9dd9d91be8fecefe1157ed4cb63d37ec

It's probably not going to be that easy for them after all. It's good that someone is taking a closer look. What is NV doing now?

______
They are a shareholder.
It is not that insane with AU$561,333, but...!

Atlant Green Tech Metals​

View attachment 37843
https://www.atlantfonder.se/?page=forvaltarkommentar&id=2147 and there follow the link...
The statement above comes 1:1 from the fund description.


Atlant Fonder also retweeted the investor webinar from us. https://twitter.com/mgromark?lang=de

update

The main contributors to the fund's performance during the month were Electra Battery Materials, Talga and Lithium Americas. In the negative balance there were instead Atha Energy, Trilogy Metals and IBU-Tec.

Atlant Green Tech Metals ökade 2,5 procent i februari - fokus på elbilsmarknaden (Finwire Funds) - Aktiellt

Aktiellt är en webbtidning för Swedbank och Sparbankernas värdepapperskunder. Här får du tillgåg till marknadsinformation och dagliga analyser från Swedbanks experter.

www.swedbank-aktiellt.se

Atlant Green Tech Metals - förvaltarkommentar februari 2024​

...

https://www.atlantfonder.se/?do=template.fil&id=27562&csrf=bdf82c6f7615517b89cfec407f68bf86

__________
[Electra is my cautionary example not to go public on the NASDAQ as a pre-revenue company. In the beginning, everyone celebrated it euphorically, champagne bell and all. From then on things went downhill and the company was fleeced to such an extent that it was kicked out of the NASDAQ. I'm surprised it still exists at all. Presumably the fund buys in Canada.]

 

[cosors]

@Vigdorian I'm dragging this into this thread.

Vigdorian
Yep - I got it directly from the Supreme Court and as of last week , there were no further additions to it. I’ll keep you posted if anything else shows up.

It’s nice to be able to offer something in return after years of being spoonfed information from our very own internet sleuth aka cosors. After all, I did follow you and Semmel here after pabs got under everyone’s skin lol

You are really very welcome! I had been looking for something exactly like this the whole time. Now, for the first time, I know exactly what's going on.
Not that that speeds anything up or changes anything. But I'm simply enjoying following Talga's progress. As I mentioned, it's like a novel for me.

You're addressing someone...
That's why my work started in the first place. There was a don and he explained such a rosy outlook to the moon and sliding back on the rainbow that it couldn't have been better. But the SP just didn't want to follow. I went down the branching rabbit hole looking for the problem and found it. I remember how nervous I was and then, after hesitating again and again, I finally posted it on HC. Mainly nervous because I had no experience in social media or such forums and certainly not in English. Now my chatter has become routine. 3000 posts is actually a tick. Anyway. But of course also because as a noob I dared to put dirt on his red carpet and I didn't want to spoil the mood and party. At that time, it was only about the Sami and there was a first interview in the local press.
Then there was just shrugging the shoulders and later someone got more and more weird, you know the rest of this story.

Your sharing with us is exactly why we have this and the other forum. I have nothing against that other place. It's just that I don't like the company who runs it and their system and I don't like a lot of the avatars there. This forum is so small that it is not worthwhile for the paid avatars here to spend paid working time for influencing.

Last remark: I actually overlooked it when I was drunk during carnival. I can now remember standing somewhere in the city celebrating with a beer in my hand and opening the file on my phone. I probably saw "2023" twice LoL and dismissed it as old and boring and then forgot about it again. That's it. I don't pay attention for a moment and then I miss out an interesting information.

And thank you all! More eyes see more!

What do you think of the UBS thing today (update thread)? I have almost no idea about such things.

 

[Vigdorian]

@Vigdorian I'm dragging this into this thread.


You are really very welcome! I had been looking for something exactly like this the whole time. Now, for the first time, I know exactly what's going on.
Not that that speeds anything up or changes anything. But I'm simply enjoying following Talga's progress. As I mentioned, it's like a novel for me.

You're addressing someone...
That's why my work started in the first place. There was a don and he explained such a rosy outlook to the moon and sliding back on the rainbow that it couldn't have been better. But the SP just didn't want to follow. I went down the branching rabbit hole looking for the problem and found it. I remember how nervous I was and then, after hesitating again and again, I finally posted it on HC. Mainly nervous because I had no experience in social media or such forums and certainly not in English. Now my chatter has become routine. 3000 posts is actually a tick. Anyway. But of course also because as a noob I dared to put dirt on his red carpet and I didn't want to spoil the mood and party. At that time, it was only about the Sami and there was a first interview in the local press.
Then there was just shrugging the shoulders and later someone got more and more weird, you know the rest of this story.

Your sharing with us is exactly why we have this and the other forum. I have nothing against that other place. It's just that I don't like the company who runs it and their system and I don't like a lot of the avatars there. This forum is so small that it is not worthwhile for the paid avatars here to spend paid working time for influencing.

Last remark: I actually overlooked it when I was drunk during carnival. I can now remember standing somewhere in the city celebrating with a beer in my hand and opening the file on my phone. I probably saw "2023" twice LoL and dismissed it as old and boring and then forgot about it again. That's it. I don't pay attention for a moment and then I miss out an interesting information.

And thank you all! More eyes see more!

What do you think of the UBS thing today (update thread)? I have almost no idea about such things.

I agree
Hard to decipher their intentions (and their associates) but my opinion is that it was only late last year (Sept) that UBS initiated coverage of Talga with a price target of $2.20 so one would have to presume that UBS are in the market due to client demand or an internal investment decision.

The below trade history suggests they've been accumulating consistently.

https://www.marketindex.com.au/asx/tlg/announcements/becoming-a-substantial-holder-6A1196909

 

[WheresTheMonkey]

What do you think of the UBS thing today (update thread)? I have almost no idea about such things.

Don't forget UBS have a AUD$2.20 price target on TLG. They might lend some out to shorters to earn a commission (11M + according to this document) but is there an appetite to short 19M shares ?....................I doubt it............but perhaps some are willing to risk a positive decision

But How the F**** did they all of a sudden pop up with 19M shares ?

I cannot see them on a previous Top 20 so is this the Kinetic block plus a few more ?

After all UBS purchasing started around 2 November 2023