TLG Discussion 2022

Have you received instructions on how to proceed in the future if you want to convert the options into shares? Or does each of us have to contact them individually to get personalized information?

teilenswert said:

Have you received instructions on how to proceed in the future if you want to convert the options into shares? Or does each of us have to contact them individually to get personalized information?

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I have got (per snail mail) a very minimal description. Likey if I didn't know what options are, I would not have understood that language. It didn't explain anything. They in principle informed me about the options, and that it could be a taxable event to use them. Nothing more. I will have to call them in order to exercise these things. Last time I gambled options, there were no 'option' to actually use them, only to sell them like any tradable asset.

curiousmagpie said:

What's going on here?


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for balance I'll ask the same question.

what is going on here?





Who knows the market plumbing of index rebalancing? There must be some low liquidity stocks left with a balance of shares that couldn't be sold before the end of the rebalance. In closing auction index funds have to have exited entirely from the account connected to the respective funds, so if a large volume is left over, these will need to be sold in the following days (after being transferred to different accounts or market makers). My gut feel is that the last few days of high volume has cleared that process, so no more selling pressure from index funds. Plus much reduced borrow available now.

Might be some light at the end of the tunnel here for holders. I'm waiting on more of a catalyst before I move in again. Still v concerned about anode prices.

SYR & NVX up 40-50% in the last 2 weeks

Yet a large holder endlessly selling TLG at 38c

This is the time you have to ask - what does the market know that you don't?

curiousmagpie said:

SYR & NVX up 40-50% in the last 2 weeks

Yet a large holder endlessly selling TLG at 38c

This is the time you have to ask - what does the market know that you don't?

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The market knows we've slipped out of the asx300, shares have been sold off, we're still in an ongoing financially risky situation with no SC news, probably also a few stop-loses being triggered.

All seems quite obvious really as to why our price is not increasing.

I'll still ride the wave and hope for the best.

Token35 said:

The market knows we've slipped out of the asx300, shares have been sold off, we're still in an ongoing financially risky situation with no SC news, probably also a few stop-loses being triggered.

All seems quite obvious really as to why our price is not increasing.

I'll still ride the wave and hope for the best.

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Looks like you are feeding the chief Troll as I cannot see who you could be responding to and I only have one individual on Ignore in this place.

WheresTheMonkey said:

Looks like you are feeding the chief Troll as I cannot see who you could be responding to and I only have one individual on Ignore in this place.

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You gotta starve it….

brewm0re said:

You gotta starve it….
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Lol, yeah - my bad, took the bait.

It’s not bait. I appreciated that someone answered even if I don’t agree with the answer.

Better than

"why Talga share price go down with others up 10-30% on same day"

"STOP TROLLING"

brewm0re said:

You gotta starve it….
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Or report it

The EU will adopt punitive tariffs (?) on Chinese EVs, contrary to Germany's position. Germany had voted against this, but was outvoted.

just out of boredom:​

​

Commission Receives High Number Of Applications Responding To Call For Strategic Projects Under The Critical Raw Materials Act (CRMA)​

The European Commission received 170 applications by the 22 August deadline for Strategic Projects under the Critical Raw Materials Act (CRMA).


Unfortunately, I can't find a list of all applications. It made me wonder how often Talga had applied, and for which projects:

Frequently Asked Questions about Strategic Projects under the CRMA​

I would love to know if Talga has also submitted an application for NS. Just to be on the safe side in case the epidemic breaks out in the SC.

But



And so on:

Benefits of strategic project status​

+

cosors said:

just out of boredom:​

​

Commission Receives High Number Of Applications Responding To Call For Strategic Projects Under The Critical Raw Materials Act (CRMA)​

The European Commission received 170 applications by the 22 August deadline for Strategic Projects under the Critical Raw Materials Act (CRMA).

Commission Receives High Number Of Applications Responding To Call For Strategic Projects Under The Critical Raw Materials Act (CRMA)

The European Commission received 170 applications by the 22 August deadline for Strategic Projects under the Critical Raw Materials Act (CRMA), reflecting the private sector’s commitment to strengthening Europe’s supply of strategic raw materials.

single-market-economy.ec.europa.eu

Unfortunately, I can't find a list of all applications. It made me wonder how often Talga had applied, and for which projects:

Frequently Asked Questions about Strategic Projects under the CRMA​

View attachment 70734

View attachment 70735

I would love to know if Talga has also submitted an application for NS. Just to be on the safe side in case the epidemic breaks out in the SC.

But
View attachment 70736


And so on:

Benefits of strategic project status​

+

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…’epidemic’

"Talga Group Ltd Secures Key Mining Licence, Paving Way for EU Strategic Graphite Project​

Date of Report: 21 October 2024
Broker: Petra Capital Pty Ltd

Mining Licence Granted for Vittangi Graphite Project​

Talga Group Ltd (TLG) has secured the exploitation concession (mining licence) for the Nunasvaara South graphite mine, part of the Vittangi project located in northern Sweden. TLG is among the first to receive such approval after recent legislative changes. The concession is a significant step forward, especially for a project that is strategically crucial for the EU automotive industry.

Appeals Process and Environmental Licence Update​

Despite the mining licence approval, there is a 5-week window for appeals to be submitted to the Minister. If TLG prevails at this stage, the permit will come into effect, allowing mining to commence even if further appeals are made. Previously, TLG was granted an environmental licence in April 2023, but progress was delayed due to ongoing appeals, which are now being reviewed by a judge in the Supreme Court. This remains the key hurdle for full project development.

Local Land Conversion as the Final Step​

The last regulatory requirement, after securing mining and environmental permits, involves converting land designation from forestry to mining at the local government level. This step is expected to be relatively straightforward compared to the lengthy mining and environmental approval processes already completed.

Strategic Integration and Production Plans​

The Vittangi project is designed as a vertically integrated operation, featuring both a graphite mine at Vittangi and an anode production plant in Luleå. The first phase of the project will source material from the Nunasvaara South site. The Luleå plant, which is already fully approved, has completed preliminary construction works and is poised to handle an annual production capacity of 19.5 ktpa of anodes.

Financial Position and Recent Fundraising​

As of 30 June 2024, TLG had AUD 14 million in cash reserves. The company further bolstered its funds by raising AUD 18.5 million at AUD 0.38 per share, which ensures sufficient funding to reach Final Investment Decision (FID) once all regulatory approvals are obtained and debt funding is secured.

Key Future Milestones​

• March Quarter 2025: Binding offtake agreements and finalization of project financing.
• 2026: Expected commencement of first production of Coated Spherical Graphite (CSPG).

Financial Forecast and Valuation​

Petra Capital has adjusted its price target for TLG from AUD 1.06 to AUD 0.85 per share, primarily due to recent share issues and anticipated future dilution. The reduced target still reflects a positive outlook, with TLG positioned to benefit from strategic demand within the EU.

Production Forecasts​

• 2025: No significant production.
• 2026: Production forecasted at 42.8 million AUD in revenue.
• 2029: Significant increase, projecting 588.6 million AUD in revenue, driven by full-scale operation of the integrated graphite mining and anode production.

Conclusion​

TLG’s advancements in securing a mining licence for the Vittangi project mark a crucial development, reinforcing the company’s strategic importance to the European battery supply chain. With ongoing efforts to clear remaining regulatory hurdles, the project is set to play a vital role in the EU’s push for local sourcing of critical battery materials."

at 1:10 Verner says Syrah is "at least half a decade ahead of the next integrated ex-China player" and Vidalia has not even ramped up to 11000t AAM

this puts Vittangi at 2029+ before coming online. No positive cashflow until 2030's. Thoughts?

Of course the CEO of a competitor would say that

cosors said:

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https://talgagroup.eu-central-1.linodeobjects.com/app/uploads/2024/10/25105637/20241025InnovationFund_ASX.pdf

EU invests €4.8 billion of emissions trading revenues in innovative net-zero projects​

EU invests €4.8 billion of emissions trading revenues in innovative net-zero projects

Today, the Commission has selected 85 innovative net-zero projects to receive €4.8 billion in grants from the Innovation Fund, helping to put cutting-edge clean technologies into action across Europe.

ec.europa.eu

Innovation Fund

Innovation Fund

Funding innovative low-carbon technologies to reach climate neutrality in Europe.

climate.ec.europa.eu

Who wants to dig deeper e.g. for
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Link to the PDF

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Great news today! We get the first money and quite a lot! and can finally get started. Congratulations!
And shame on all of you who are working against this project, be it the antis in Sweden, the unscrupulous lenders/financiers and rats/shorters at the ASX, the Chinese in the background and the downrampers in the forums.

Let's go Talga!

I'm curious to see when something will happen in Lulea. Maybe Talga will fill the mud holes itself and do the work for the town at Talga's plot.
The article yesterday builds understanding for the employees in the administration and the knowledge that five time mistakes were made in the tender reduces it again.

Money, money, money!


Am I alone here?

I forgot to press the button and send.

LoL
That are 70% of the mcp.


I admit, I haven't looked at it for a long time. The ASX or the bank of criminals has done a 'good' job.
I hope Talga does a good business after a decent start and then gets over to Euronext and away from this shark tank where pensions are being eaten for breakfast.


____
Please let me know if this is too provocative from me. Then I'll delete it.

Have a nice weekend Talgarians!