Most of us are in the same boat. No idea why.I'm on EU time so only see things at the end of the day...
+11% today!?
And seems like radio silence on TSE here?
Have I missed a memo or something?
My theory is I was forced to sell some at 42c to pay for some expenses, I’m expecting $2 on new news imminently.I'm on EU time so only see things at the end of the day...
+11% today!?
And seems like radio silence on TSE here?
Have I missed a memo or something?
I need to also, and I've been fighting sooo hard to try and hold off at least until maybe CRMA projects get announced.My theory is I was forced to sell some at 42c to pay for some expenses, I’m expecting $2 on new news imminently.
Good morning!I'm on EU time so only see things at the end of the day...
+11% today!?
And seems like radio silence on TSE here?
Have I missed a memo or something?
Vianode is a subcontractor of the Norwegian Elkem Group. They only produce SG. Their factory in Norway will have a small capacity of 2000 tonnes, equivalent to 30k EVs.https://www.vianode.com/news/vianod...t-for-ev-battery-grade-anode-graphite-with-gm
The Offtake Agreement is relatively meaningless and contains few facts.
Are any of you familiar with Vianode? How do you see this competition to Talga?
I am posting this because it is highly up-to-date and therefore an update and because this document with its links is like a signpost through the jungle.View attachment 76230
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An update:
For the archives only.
Keywords: Taxonomy, Strategic Projects, Net-Zero Industry Act NZIA, CRMA
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More to this topic, an update:
January 2025
Benefit of an EU strategic innovation agenda
No idea about vianode. Good luck to them, they signed a contract with a lead duck.
On another node.. Mark chose to post this half an hour ago on X:
Looking forward to 2025. Lots on/see you all soon. Meanwhile here’s a sweet little summary of EV war (so far) https://youtu.be/rkxMdmipYqM?si=Vgm3Pudk22Gjz934 note #graphite in graphics and investment required to even catch up $TLG $TLG.ax
which contains a link to this video:
Its worth a watch. I dont want to read anything into this as this is too ambiguous if its supposed to be a bread crumb. My bet is, that it is something that Mark agrees with and found interesting. Without any connection to anything specific of Talga. Yes, we are in a battery trade war with China. The EU and to some extend the US better boost the local champions!