TLG Discussion 2022

Diogenese

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However, there are 11 under Nanograf.
Nanograf:

US2023079735A1 ELECTRODE MATERIAL INCLUDING SURFACE MODIFIED SILICON OXIDE PARTICLES 20220829

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An active material for a lithium ion secondary battery includes core particles containing SiO or M-SiO materials where M is selected from Al, Cu, Fe, K, Li, Mg, Na, Ni, Sn, Ti, Zn, Zr, or any combination thereof, and an amorphous Group 13 or Group 15 material (“G13/G15 material”) comprising at least one element selected from boron (B), aluminum (Al), gallium (Ga), indium (In), thallium (Tl), nitrogen (N), phosphorus (P), arsenic (As), antimony (Sb), or bismuth (Bi), coated on the core particles.


US12119482B2 Graphene-containing metalized silicon oxide composite materials 20200518

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Active material composite particles, an electrode including the composite particles, a lithium ion secondary battery including the electrode, and method of forming the same, in which the composite particles each include a core particle including an alkali metal or an alkali earth metal silicate, and a coating disposed on the surface of the core particle. The coating includes turbostratic carbon having a Raman spectrum having: a D band having a peak intensity (ID) at wave number between 1330 cm−1 and 1360 cm−1; a G band having a peak intensity (IG) at wave number between 1580 cm−1 and 1600 cm−1; and a 2D band having a peak intensity (I2D) at wave number between 2650 cm−1 and 2750 cm−1, wherein a ratio of ID/IG ranges from greater than zero to about 1.1, and a ratio of I2D/IG ranges from about 0.4 to about 2.
 
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Based on the webinar it does not sound like offtakes are as close as everyone was hoping?

Things still meandering down the river rather than up against the dam wall ready to burst out.
 

JNRB

Regular
Based on the webinar it does not sound like offtakes are as close as everyone was hoping?

Things still meandering down the river rather than up against the dam wall ready to burst out.

Permit only got granted like a week ago. Not even enough time to schedule an update meeting with potential offtakers let alone finalise an agreement. Don't know what people were expecting.
 
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Semmel

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I just watched the webinar. I dont have a time to make a transcript, but it wasnt as bad as folks on the other end of the internet make it out to be. Mark seemed to be his usual self. It did feel like they were not really preparing for the webinar a whole lot and just recyced old material, took out what wasnt relevant any more and mentioned the development of the courts etc. My impression is: Mark wasnt at all concerned about shareholders opinion right now. And rightfully so. He has bigger fish to fry. I did get the impression he is in talks with customers now and tries to find a way to strike a deal that is not crippling talga due to low margins.
 
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