TLG Discussion 2022

Diogenese · Thursday at 11:02 AM

Diogenese said:
However, there are 11 under Nanograf.

Nanograf:

US2023079735A1 ELECTRODE MATERIAL INCLUDING SURFACE MODIFIED SILICON OXIDE PARTICLES 20220829

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

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.

curiousmagpie · Thursday at 6:21 PM

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 · Thursday at 8:38 PM

curiousmagpie said:
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.

Semmel · Saturday at 3:11 AM

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.

ACinEur · Monday at 11:40 AM

I see NVX just signed a offtake for synthetic graphite with Stelantis in the US…. I wonder who they will sign with in the EU?!

Semmel · Monday at 11:38 PM

yes... hope we can follow suit soon. BTW, I have a theory about the weakness of the share price. Getting $70M and a rejection of the appeals, you would think it goes up more. Especially that it doesnt fade away like it does right now. The closer the decision comes, I think the market is expecting a substancial equity rise to fill the gap of missing capital. We have a cost of approx. $600M. 60% of that is financed by dept, that leaves $240M. From that we can deduct the $70M grant we received, leaves $170M. Or, at the current market cap, an offering of nearly 75% of the company. That puts pressure on the share price. Which in turn reduces the share price, which increased the offering percentage. A vicious circle. If Mark can ensure an offtake and financing without giving away half the company or more, it would put a rocket under the share price that is going to stick. On top of that comes the ASX shenanigans that trouble so many companies. But I think its only a minor part of it.

At moment, the share price is unfortunately a leaf in the wind and cant do much about it.

Semmel · 2024-11-12T03:17:58+1100

Semmel said:
yes... hope we can follow suit soon. BTW, I have a theory about the weakness of the share price. Getting $70M and a rejection of the appeals, you would think it goes up more. Especially that it doesnt fade away like it does right now. The closer the decision comes, I think the market is expecting a substancial equity rise to fill the gap of missing capital. We have a cost of approx. $600M. 60% of that is financed by dept, that leaves $240M. From that we can deduct the $70M grant we received, leaves $170M. Or, at the current market cap, an offering of nearly 75% of the company. That puts pressure on the share price. Which in turn reduces the share price, which increased the offering percentage. A vicious circle. If Mark can ensure an offtake and financing without giving away half the company or more, it would put a rocket under the share price that is going to stick. On top of that comes the ASX shenanigans that trouble so many companies. But I think its only a minor part of it.

At moment, the share price is unfortunately a leaf in the wind and cant do much about it.

To make sure, this is not what I think is going to happen but what I think the market believes. I think we will be giving off part of the project to a partner.. say 20 to 30%, reducing our potential revenue.. but I don't think we are going to dilute talga shares significantly.

Pharvest · 2024-11-12T03:19:56+1100

Semmel said:
yes... hope we can follow suit soon. BTW, I have a theory about the weakness of the share price. Getting $70M and a rejection of the appeals, you would think it goes up more. Especially that it doesnt fade away like it does right now. The closer the decision comes, I think the market is expecting a substancial equity rise to fill the gap of missing capital. We have a cost of approx. $600M. 60% of that is financed by dept, that leaves $240M. From that we can deduct the $70M grant we received, leaves $170M. Or, at the current market cap, an offering of nearly 75% of the company. That puts pressure on the share price. Which in turn reduces the share price, which increased the offering percentage. A vicious circle. If Mark can ensure an offtake and financing without giving away half the company or more, it would put a rocket under the share price that is going to stick. On top of that comes the ASX shenanigans that trouble so many companies. But I think its only a minor part of it.

At moment, the share price is unfortunately a leaf in the wind and cant do much about it.

I think you've made a lot of sense here mate.

cosors · 2024-11-12T03:26:40+1100

Semmel said:
yes... hope we can follow suit soon. BTW, I have a theory about the weakness of the share price. Getting $70M and a rejection of the appeals, you would think it goes up more. Especially that it doesnt fade away like it does right now. The closer the decision comes, I think the market is expecting a substancial equity rise to fill the gap of missing capital. We have a cost of approx. $600M. 60% of that is financed by dept, that leaves $240M. From that we can deduct the $70M grant we received, leaves $170M. Or, at the current market cap, an offering of nearly 75% of the company. That puts pressure on the share price. Which in turn reduces the share price, which increased the offering percentage. A vicious circle. If Mark can ensure an offtake and financing without giving away half the company or more, it would put a rocket under the share price that is going to stick. On top of that comes the ASX shenanigans that trouble so many companies. But I think its only a minor part of it.

At moment, the share price is unfortunately a leaf in the wind and cant do much about it.

What's about the 150M from the EIB?

Semmel · 2024-11-12T03:42:18+1100

cosors said:
What's about the 150M from the EIB?

Thats part of the 60% dept

Pharvest · 2024-11-12T04:05:12+1100

Semmel said:
Thats part of the 60% dept

Do we not also have commitments from the Swedish export credit agency ( state owned ) and the Nordic investment bank for debt financing as well..or are they included in your 60%?? I don't ever recall hearing what sums were likely to be committed by those two?? I could easily have missed it though.

cosors · 2024-11-12T04:58:05+1100

Pharvest said:
Do we not also have commitments from the Swedish export credit agency ( state owned ) and the Nordic investment bank for debt financing as well..or are they included in your 60%?? I don't ever recall hearing what sums were likely to be committed by those two?? I could easily have missed it though.

And I mean with the Swiss one with the ABB deal. Or am I wrong?

Letter of Intent to finance a portion of construction costs of Vittangi Project provided by Swiss Export Risk Insurance (SERV). Swiss content linked to ABB, major contractor for process controls, automation and related scopes.

Semmel · 2024-11-12T06:51:42+1100

Yes as far as I understand, all loans are accumulated to be in the 60% dept financing. I am not sure if talga even wants to exceed the 60%, as this increases the risk of total failure substantially. Iam not in any way experienced with financing rounds but imagine talgas Vittangi project defaults ( for whatever reason).. then they are liable for 60% of its value. And 40% they have in assets (at least in principle), which means only 20% of the project value has to be provided by talga proper. Which might be survivable. If it was instead 70% dept, with 30% assets, suddenly they have to come up with 40% project value in assets, which might kill talga outright. To be honest, this is completely my imagination and fabrication of my mind, but that's my understanding of why 60% dept and not more.

curiousmagpie · 2024-11-12T12:50:01+1100

Same old same old

WheresTheMonkey · 2024-11-12T16:42:54+1100

Semmel said:
yes... hope we can follow suit soon. BTW, I have a theory about the weakness of the share price. Getting $70M and a rejection of the appeals, you would think it goes up more. Especially that it doesnt fade away like it does right now. The closer the decision comes, I think the market is expecting a substancial equity rise to fill the gap of missing capital. We have a cost of approx. $600M. 60% of that is financed by dept, that leaves $240M. From that we can deduct the $70M grant we received, leaves $170M. Or, at the current market cap, an offering of nearly 75% of the company. That puts pressure on the share price. Which in turn reduces the share price, which increased the offering percentage. A vicious circle. If Mark can ensure an offtake and financing without giving away half the company or more, it would put a rocket under the share price that is going to stick. On top of that comes the ASX shenanigans that trouble so many companies. But I think its only a minor part of it.

At moment, the share price is unfortunately a leaf in the wind and cant do much about it.

This from the Webinar Presentation Document...........................

Debt consortium cornerstoned by European Investment Bank approval for €150 million

Balance of target confirmed with leading investment banks and credit agencies, with equity funding in discussion with potential strategic partners at Project and HeadCo level

cosors · 2024-11-13T03:47:43+1100

I didn't realise that Talga is working with Varta, it seems. I will take a closer look.
I've often wondered who the manufacturer of the button cells in the many pictures is. It could be Varta?

Screenshot_2024-11-12-17-43-01-17_40deb401b9ffe8e1df2f1cc5ba480b12.jpg

Screenshot_2024-11-12-17-43-14-96_40deb401b9ffe8e1df2f1cc5ba480b12.jpg

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TLG Discussion 2022

Diogenese

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curiousmagpie

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JNRB

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Semmel

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ACinEur

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Semmel

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Semmel

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Pharvest

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cosors

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Semmel

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Pharvest

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cosors

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Semmel

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WheresTheMonkey

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cosors

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