PERMITS

WheresTheMonkey said:

ShortMan - Short position graph for TLG

Short position graph and statistics for TLG

www.shortman.com.au

I don't recall it at .14% (607,840 shares) for a looooooooong time

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I received a response from the SC last night :

"The case is yet to be referred to a Justice and at this time the Supreme Court cannot indicate when a decision will be made.
No hearing is scheduled in this case"

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Semmel said:

Posted by acwbagnall on HC:

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cosors said:

Haven't we already known this from Vigdorian since 6 September? The case has been transferred. Then later came the info that collective illness was the reason.
Please correct me if I'm wrong.

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Semmel said:

As the info came yesterday, it means there was no progress since

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JNRB said:

JNRB said:

unbelieveable

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Un…f***ing…believable

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"Talga gets green light for yet another mining deposit​

Talga får grönt ljus för ännu en gruvfyndighet

LULEÅ. Bergsstaten beviljar gruvbolaget Talga bearbetningskoncession för ytterligare en grafitfyndighet i Vittangi.Samtidigt blir det nej för Vilhelmina Minerals planer på en återstart av Stekenjokk-gruvan i Västerbottensfjällen.

www.di.se

cosors said:

Thanks Gvan and Semmel!

Omstridd gruva utanför Vittangi får ja från Bergstaten

Bergstaten säger nu ja till att bevilja Talga AB bearbetningskoncession för grafitfyndigheten Nunasvaara utanför Vittangi i Kiruna kommun. – Fyndigheten har riksintresse, säger bergmästare Helena Kjellson.

www.svt.se

Translation:
Yes to graphite mine outside Vittangi
Updated today 12:36Published today 12:03
The mountain state now says yes to the grant Talga AB processing concession for the graphite discovery Nunasvaara outside Vittangi in Kiruna municipality.
"The congregation has national interest," said Bergmästare Helena Kjellson.
The area is part of Talga AB’s major graphite project, which includes four deposits. The current deposit is in an area that is designated as national interest for valuable substances or materials.
'Great mineral access'
“This is a high-quality graphite discovery and the applicant’s tests have shown that it can be processed into materials for the production of lithium-ion batteries. The area is judged to contain a large mineral resource, says Helena Kjellson.

There has been a lot of opposition to the plans for a graphite mine, including from residents in the area.
An amendment to the Minerals Act, which took effect on 1 July 2024, has enabled the mountain master to grant a processing concession even though the issue of Natura 2000 permit is not finally settled.
'Good housekeeping'
“The concession means good management of resources by enabling the extraction of a deposit of national interest,” says Bergmästare Helena Kjellson.
Talga AB submitted its application to the Mountain State in 2020.
“A further authority now confirms the validity and importance of this project, incidentally at a time where the need for its own supply of graphite in the EU is becoming increasingly tangible,” said Martin Phillips, CEO of Talgas.

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JNRB said:

I know we're all assuming that EU / Sweden will get their shit together and futures permit applications will actually be processed to the point of enactment within a reasonable time....

But is the company actually relying on that?

And if not, then based on our current experience (ie that even just deciding whether an appeal is reasonable can take an entire fucking year), what is the prudent timeline to start applying for permits for expansion? And where is the company in that process / how does it fit in current timelines?

Don't expect anyone here has the answers, but just something I've started thinking about and might email the company on.

If we're potentially still looking at timelines that are 4-5 years, then even scaled-up production for 2030 means we need to start getting moving on that shit now-ish. Not so much of a problem if EU/Sweden does get their shit together, but I for one have lost a lot of faith in both those institutions.

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Speaking of um expansions what other permits have been initiated or obtained to initiate the expansion of production?

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We've got an exploitation permit application in for Niska that's outstanding that's been in for a while now. The mines department ... the rules changed but previously you used to get a mining lease first then you put in your environmental later then it got changed - you had to put environmental in first before you get mining which is what we're in now and now it's changed back again. So uh we've had that exploitation permit in for Niska we've got various permits underway everything from power lines to various roads and other infrastructure logistical things you need around it. Again down at the refinery you've got things like transport of chemicals things like that a whole bunch of different permits have been gained already for different parts of the business at different parts of the time. But that's what's existing currently on the on the mining scenario up there.

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For Strategic Projects in the EU, the duration of the permit granting process should not exceed 27 months projects involving extraction and should not exceed 15 months for Strategic Projects involving only processing or recycling.

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teilenswert said:

I submitted the following question for the last webinar: ‘What other permits have already been initiated/obtained to initiate the expansion of production? Is it still realistic to reach production by 2030?’

Mark touched on this on the 51 minute mark:


Alex put the question to Mark in the webinar as follows:


Mark's answer:


In fact, I would also have liked to know what further permits are needed that are still being examined by the authorities or, if necessary, have not yet been applied for - but I obviously omitted to ask for them explicitly.

I would assume that Nunasvaara South (in November/December) and Niska (at the same time or in the following round) will be defined as strategic projects and will benefit from preferential treatment, which will hopefully significantly shorten the permit process. However, based on the experience of recent years, I am sure that there will still be unexpected delays and hiccups in the future. The bureaucratic requirements are becoming more complex and extensive from year to year, and even if states double the size of their bureaucracies and partially automate processes using AI, it will be difficult to keep pace.

Mark had mentioned that so far there have only been considerations and studies that an underground mine COULD be established and thus accelerate the extraction of graphite and reduce the impact on the (above-ground) environment - that sounded like purely theoretical considerations, so I can't imagine that (all) the necessary permits have already been applied for.

The following target was defined in the objectives for the CRMA:


Let us assume that it takes 12-18 months for the EU directive to be transposed into national law and for Talga to submit all the necessary permits for an underground mine, and the officials then utilise the full 27 months, then we will already be in spring 2028. After that, we can only start building the mine (I don't have a clue how long this may take), and at the same time we also have to build new anode factories or expand the existing ones, finalise the financing, etc. - so we're already heading towards 2030. And then there are the occasional political or economic hotspots on a global scale that can become a stumbling block. So I am prepared that we need to have a lot of stamina! But of course there is also a bull case with much faster progress, that looks much more pleasing. Mark regularly tends to outline the more optimistic scenarios in the webinars, so no need to mention those aspects in detail I guess.

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