TLG Discussion 2022

JNRB

Regular
There's a Q relating to SSB's in the webinar which I felt MT covered well. Apparently it was a public holiday in WA yesterday so hopefully you'll have the recording soon.
Yeah looking forward to watching it. Comments so far from it all seem quite positive
 
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Futurer

Emerged
Yeah looking forward to watching it. Comments so far from it all seem quite positive
To me at least it felt price-sensitive.
 
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JNRB

Regular
Sorry this is a bit of a waffle, but just stuff that's been going round in my head.

This last week has been insane geopolitically. And I've been thinking more and more about the impact it's going to have on Talga and we shouldn't underestimate it.

The name of the game for Europe now is strategic independence.

In EVERY. POSSIBLE. WAY.

Europe no longer has the space to fluff about on things because of minor gripes from NIMBY groups or noise minorities.
They need to gear their economies up.
They need to gear their militaries up.
And they need to do it as fast as possible because their safety (ignorance) blanket just got yanked out from underneath them (pardon the pun and metaphor mixing :p)

CRMA may be the framework within which it happens, but I expect to see any project that an increase Europe's independence given an escort of bulldozers.

I'm not trying to sensationalize things. Europe has quite literally declared that they consider conflict with Russia a serious, legitimate threat now, and they just got their pants pulled down by the Americans. They are a decade behind in building their military and they don't have the institutional frameworks currently in place to allow them to accelerate back to where they should be.

In this context, any plan that can contribute to closing this gap WILL be moved forwards. Stupid excesses of bureaucracy or NIMBYism will be overruled. Sorry Sami, but unless your reindeer are now all TAR ('Tactical Assault Reindeer' of course) that can smell Russians, your unchecked overreaching claims to exclusive use of the entirety of the region are no longer a valid excuse to hold up a project. And a permit approval being delayed because someone is sick? Fuk that, strategic projects will be in-force immediately appeals can happen after and will be a lot tougher.

-------------

It's a bit of a weird time to be in Europe. It's not like Trump 1 where things were crazy but then can hopefully go back to normal; things have been irreparably broken. But it shifts a lot of emphasis onto the importance of local materials, supply chains, technology and manufacturing - ALL of which Talga covers.

Strange new world for Europe but, IMO, silver lining good macro environment to support TALGA.
EU will be asking us how quickly we can scale up and how big a loan we need to do it.
 
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JNRB

Regular
Sorry this is a bit of a waffle, but just stuff that's been going round in my head.

This last week has been insane geopolitically. And I've been thinking more and more about the impact it's going to have on Talga and we shouldn't underestimate it.

The name of the game for Europe now is strategic independence.

In EVERY. POSSIBLE. WAY.

Europe no longer has the space to fluff about on things because of minor gripes from NIMBY groups or noise minorities.
They need to gear their economies up.
They need to gear their militaries up.
And they need to do it as fast as possible because their safety (ignorance) blanket just got yanked out from underneath them (pardon the pun and metaphor mixing :p)

CRMA may be the framework within which it happens, but I expect to see any project that an increase Europe's independence given an escort of bulldozers.

I'm not trying to sensationalize things. Europe has quite literally declared that they consider conflict with Russia a serious, legitimate threat now, and they just got their pants pulled down by the Americans. They are a decade behind in building their military and they don't have the institutional frameworks currently in place to allow them to accelerate back to where they should be.

In this context, any plan that can contribute to closing this gap WILL be moved forwards. Stupid excesses of bureaucracy or NIMBYism will be overruled. Sorry Sami, but unless your reindeer are now all TAR ('Tactical Assault Reindeer' of course) that can smell Russians, your unchecked overreaching claims to exclusive use of the entirety of the region are no longer a valid excuse to hold up a project. And a permit approval being delayed because someone is sick? Fuk that, strategic projects will be in-force immediately appeals can happen after and will be a lot tougher.

-------------

It's a bit of a weird time to be in Europe. It's not like Trump 1 where things were crazy but then can hopefully go back to normal; things have been irreparably broken. But it shifts a lot of emphasis onto the importance of local materials, supply chains, technology and manufacturing - ALL of which Talga covers.

Strange new world for Europe but, IMO, silver lining good macro environment to support TALGA.
EU will be asking us how quickly we can scale up and how big a loan we need to do it.


MT already seeing a change worth commenting on.
(thanks @oldmate on HC)

https://x.com/dinosaurman1/status/1897990648089002144?t=Fs5CRhBq62vjGsBVd-t8SA&s=19

1741375979861.png
 
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BigDog

Regular
Northvolt files for bankruptcy!

Can’t be bad for Talga…
 
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Futurer

Emerged
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Semmel

Top 20
Northvolt files for bankruptcy!

Can’t be bad for Talga…

Uff.. was hanging by a thread already... Damn. Come on EU, get things rolling for once!
 
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JNRB

Regular
This is new.
From latest Euroz presentation.
MT straight away leaning heavily into the defence angle. New market, and new push for strategic support.
 

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Semmel

Top 20
Thx to Black beak on HC:

It's to be announced on the 25th March. Annoying it didn't happen today, but at least we have an official announcement date rather than off-the-cuff comments on possible dates:
Presenting the new Action Plan on Steel and Metals, the European Commission’s Executive Vice President Stéphane Séjourné, in charge of prosperity and industrial strategy, vowed to secure the supply of essential raw materials. He revealed that on March 25 he would identify the first group of strategic projects facilitated through the Critical Raw Materials Act (CRMA).

https://balkangreenenergynews.com/eu-to-unveil-strategic-projects-for-raw-materials-on-march-25/
 
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This is my analyst's Views:

Read latest Report on Talga Group: https://pristinegaze.com.au/editorial/

Talga Group Limited (ASX: TLG)​

ASX: TLG​

Talga Group Ltd. engages in the provision of graphene and graphite enhanced products for the global coatings, battery, construction and polymer composites markets. It operates through the following segments: Graphite Exploration, Graphite Development; and Research and Development. The company was founded on July 21, 2009, and is headquartered in West Perth, Australia.
TLG-Tab.png

Stock Performance Profile:​

TLG-SPP-1200x231.png

(Source: TradingView) One-Year Performance Profile of TLG compared to ASX 200.

From the company reports:​

Talga Group Limited (ASX: TLG) recently reported its financial and operational performance for the quarter ending 31 December 2024.
A key milestone was the formal approval of the Environmental and Natura 2000 permit for the Nunasvaara South graphite mine, following the dismissal of all appeals by the Swedish Supreme Court.
Additionally, the Swedish Mining Inspectorate granted the exploitation concession for the project, further advancing its development.
The company’s Lulea Anode Refinery received a €70 million grant from the EU Innovation Fund, underscoring its technological innovation and strategic role in Europe’s energy transition.
As of 31 December 2024, Talga maintained a cash balance of $18.1 million, providing financial stability to support ongoing initiatives.

5-Year Financial Snapshot:​

TLG-Fin.png

(Graphic Source: TradingView)
Talga Group has significantly expanded its asset base in recent years, with total assets rising from $8.81 million in 2020 to $46 million in 2024. Meanwhile, liability growth has remained relatively modest, increasing from $1.57 million to $5.87 million over the same period. This favorable balance sheet development has led to a substantial improvement in book value for shareholders. Consequently, the company’s book value per share has grown from $0.03 in 2020 to $0.11 in 2024, enhancing the margin of safety for investors and strengthening the company’s financial stability.

Core Competencies:​

TLG-Gro-1200x432.png

(Graphic Source: Company Reports)
Talga Group maintains a strong mineral resource base, holding the largest and highest-grade natural graphite deposits in Europe, totaling approximately 70.8 million tonnes. The asset is fully owned by Talga, reinforcing its strategic advantage in the sector. The company’s flagship Vittangi Project in Sweden benefits from favorable operational conditions, including low-cost production supported by a renewable power grid and well-developed infrastructure. Additionally, a significant portion of the resources fall under the indicated category, enhancing confidence in the project’s scalability. Talga’s strategic collaborations with leading industry players such as ABB and Worley, alongside financial backing from institutions like the European Investment Bank (EIB), further bolster its long-term growth prospects.

Global Macroeconomic Tailwinds:​

TLG-Mac.png

(Graphic Source: Pristine Gaze)
The recent imposition of 10% import tariffs by the U.S. on Chinese goods following Donald Trump’s return to office underscores the potential for escalating trade tensions between the two nations. In response, China has implemented similar tariffs on select U.S. agricultural products, signaling a broader trade conflict. Given that China dominates natural graphite production with a 77% global market share, this trade friction highlights the global reliance on Chinese supply. However, with increasing demand for natural graphite across multiple industries—including electric vehicles (EVs), energy storage systems, and nuclear power—Talga Group is well-positioned to benefit as a major non-Chinese graphite producer. This geopolitical shift could create substantial opportunities for the company to expand its market presence in both the U.S. and Europe, strengthening its role as a key supplier in the global graphite industry.

Outlook:​

TLG-Out.png

(Graphic Source: Company Reports)
The battery market continues to experience substantial growth, with annual sales forecasts consistently revised upward. Talga Group has established its financial foundations while advancing key scoping studies and progressing Front-End Engineering Design (FEED) studies, marking the initiation of critical development activities for its primary project. On the product innovation front, the company has achieved notable advancements in graphite anode recycling with its Talnode-C Recycled Series. Recent testing has demonstrated high purity and capacity metrics for recycled graphite, aligning with increasing environmental considerations in battery production. The potential commercialization of this recycled anode product presents a significant opportunity for Talga to enhance its market presence.

Risk Analysis:​

Talga Group faces risks associated with the development and commercialization of its battery anode materials and graphene products. The company is exposed to fluctuating commodity prices, particularly graphite, which could impact profitability. Delays in project development, regulatory approvals, or securing offtake agreements pose financial and operational risks.

Technical Analysis:​

TLG-Tech-1200x549.png

(Graphic Source: TradingView) Talga Group Limited (ASX: TLG) Weekly Time-Frame (WTF) Chart.
Talga has recently broken above its 14-day EMA, indicating a potential shift towards a bullish uptrend. Additionally, the stock maintains strong support around $0.43, aligning with its nearest Fibonacci retracement level, which helps mitigate downside risk for investors. The RSI stands at 51, suggesting a balanced momentum with a bullish bias over the mid-term.

Analyst’s Take:​

Talga is making significant progress toward the commercialization of its high-grade natural graphite project in Sweden. With strong global demand tailwinds, particularly from the U.S. and Europe, the company is well-positioned to capitalize on supply constraints in the graphite market. Its large-scale resource base and substantial ore reserves provide both immediate production potential and long-term scalability. Additionally, macroeconomic trends favoring localized supply chains and reduced dependence on China could enhance Talga’s market positioning. The company’s strategic focus on vertical integration, R&D, and product innovation further strengthens its competitive edge, potentially driving substantial shareholder value in the coming years.
As per Pristine Gaze, you may consider a “Buy” on “Talga Group Limited” at the closing price of “$0.495” (As of 4 February 2025).

*All currency figures are in Australian Dollars unless stated otherwise.
*All data sourced from Company Reports and TradingView.
 
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TentCity

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cosors

👀
Here it is ‼️

"Selected strategic projects​


The Commission officially approved these strategic projects under the CRMA on 25 March 2025.
Further information can be found in this annex.
Use the map below to browse through each project by its location on a regional level.
You can also search them using the table further down this page.
Factsheets on the 14 raw materials that are extracted, processed, recycled and substituted in these projects are also available.
1742900912679.png



"Talga Natural Graphite ONE is an ongoing extraction project in Sweden. The project promoted by Talga AB aims to contribute to the supply of graphite (battery grade). "
 
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cosors

👀

"Talga gets fast track under new EU legislation​

Updated today 12:01Published today 11:43
Three Swedish mining and mineral projects receive strategic project status within the framework of the Critical Raw Materials Act.
Talga AB is one of the designated projects
Talga will mine graphite outside Vittangi and refine the graphite into battery material in a facility in Luleå. The mine establishment in Vittangi has been controversial after opposition from Talma Sameby and where Kiruna municipality has refused to complete a detailed plan .
Now Talga is getting a fast track that will give it permission to start operations in just 27 months.
LKAB has applied for the industrial park in Luleå, mining in Malmberget and for the Per Geijer deposit in Kiruna. Per-Erik and Eva Lindvall's company Georeality has also applied. The latter is not on the list.

– From what I have seen, only process projects have been included, no pure mining projects so far, says Per-Erik Lindvall.

The text is updated."
 
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Diogenese

Top 20
Here it is ‼️

"Selected strategic projects​


The Commission officially approved these strategic projects under the CRMA on 25 March 2025.
Further information can be found in this annex.
Use the map below to browse through each project by its location on a regional level.
You can also search them using the table further down this page.
Factsheets on the 14 raw materials that are extracted, processed, recycled and substituted in these projects are also available.
View attachment 80239


"Talga Natural Graphite ONE is an ongoing extraction project in Sweden. The project promoted by Talga AB aims to contribute to the supply of graphite (battery grade). "
Well now Mark has a negotiating tool!
 
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JNRB

Regular
Up 6% in Frankfurt.
I know low volumes n all that, but hopefully an indication of what we can expect tomorrow
 
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cosors

👀
"

Graphite mine gets fast track​

Jan Tangring ,March 25, 2025
Australian Talga's project for a Swedish graphite mine receives a fast-track status under the EU's Critical Raw Materials Act.
Talga is planning a facility for processing graphite into anode material in Luleå, and has tried to supplement the plan with its own graphite, mined in Vittangi.
With the EU's fast track, such mining could now receive a permit in just 27 months – a moment in time in mining terms.
– Being one of three Swedish companies to receive this recognition is both fun and important, especially as the graphite Talga will extract and refine is important for both Europe's self-sufficiency and green transition, says Cen Rolfsson, press contact at Talga Group.
– It feels like a great responsibility has been placed on us to actually deliver for the sake of all of Europe.
Selected projects will also receive coordinated support from the European Commission, member states and financial institutions, and faster and simpler permit processes are promised.
Regarding Talga's project to produce anode material – for approximately 300,000 electric cars per year – most of the permits are in place.
– The financing plan must be completed before construction begins.
The fast track will also make it easier for Talga to potentially expand its plans.
Two more Swedish projects are among the EU fast-track projects. One is LKAB's application for the industrial park in Luleå, rare earth mining in Malmberget and the Per Geijer deposit in Kiruna. The other is Northvolt's battery recycling.
The EU Commission's selected 47 projects are located in 13 countries: Belgium, Estonia, Finland, France, Greece, Italy, Poland, Portugal, Romania, Spain, Sweden, the Czech Republic and Germany."


The usual lies:

""Conflict minerals will now be produced within the EU's borders"​

Updated today 15:08Published today 14:45
Talga AB receives a fast track for the mine establishment in Vittangi.
This despite protests from both the Sami village, Kiruna municipality and other local residents.
– It is a cultural extinction of the Sami people in the Kiruna area, says Lars-Marcus Kuhmunen, chairman of Gabna Samiby.
In May last year, the EU's new mining legislation, the Critical Raw Materials Act, was adopted. The idea is to speed up and expand the mining industry within the EU, making it easier for more mining projects to obtain permits. The goal is for the EU to become more independent of, for example, China when it comes to critical minerals.
Among the mines that have now been fast-tracked are Talga AB's mining establishment in Vittangi and LKAB's Per Geijer deposit in Kiruna. This is despite the fact that both mining plans have long been controversial.
Both Gabna and Talma Sameby have protested. Several local residents and Kiruna Municipality have also opposed the establishment of the mine in Vittangi.

Sami village: "Repetition of historical abuses"​

Gabna Sami village has already been hit hard by several mining projects in the Kiruna area. Not least by the so-called Per Geijer ore. It has already been described as the death blow for the Sami village.
If one of the goals is that the EU should not have to import conflict minerals, this will have the opposite effect. Now it will be the EU that starts producing conflict minerals instead, the Sami village argues.
– We are seeing a repetition of historical abuses by the state. It is a loss of pastures and Sami culture, says Lars-Marcus Kuhmunen, chairman of Gabna Samiby.
He continues:
– We are already seeing today that there is a collapse of reindeer herding in Gabna Samiby. It is a cultural extinction of the Sami in the Kiruna area. Human rights are being violated. Conflict minerals will now be produced within the borders of the EU.

Mining industry: “Of great importance”​

The mining industry's interest organization Svemin sees it the opposite way – and praises that the mining plans can become a reality.
– The implementation of these projects is of great importance for the entire EU's supply of strategic raw materials needed for society's green transition, digital technology and for defense, says Maria Sunér, CEO of the mining industry's interest organization Svemin."


And who are more than happy to follow the lies because they fit better into their echo chamber bubble than reality:
"
1742916150575.png

The European Commission's strategic project - a grey transition​

25.3.2025 14:01:14 CET | Greenpeace | Press release

Share
Today, the European Commission presented 47 European strategic projects that will contribute to the EU's supply of strategic minerals. Three of these are located in Sweden. These projects will receive financial support or simplified access to capital as well as prioritized and facilitated permit processes. The idea is also that the permit process for mines will take a maximum of 27 months and for the process industry only 15 months.
The three Swedish projects that should be prioritized according to the EU Commission are:
ReeMAP
, a facility from LKAB to extract apatite and other minerals from mining waste, but which also includes the Malmberget mine and the planned Per Geijer mine
Northvolt Revolt AB (recycling of batteries)
Talga Natural Graphite ONE (graphite mine)

Greenpeace campaign leader Carl Schlyter comments on the EU Commission's selected projects as follows:
– What the Commission presented today is a grey transition that risks violating the rights of the Sami people and affecting the local population. Less than a quarter of the projects are about recycling or replacing strategic minerals and the EU Commission seems to favor projects where speculation rather than sustainability is the driving force. There is nothing to be gained by pushing through new mining projects in a panic, the EU should instead focus on supporting economic development, new business models and increased producer responsibility that can reduce the need for new mines.
– The Per Geijer mine and Talga Natural Graphite ONE in Vittangi both threaten indigenous rights and the Sami villages' ability to exist. The Taiga mine also threatens a valuable Natura 2000 area and local politicians are against it. Northvolt Revolt's battery recycling is in bankruptcy and is unfortunately characterized more by speculation than sustainability at the moment.
– It is generally a high risk to invest heavily in specific mining projects, technology development is rapid and in ten years other battery solutions may dominate and the local population will then be left to their fate with poisoned water and abandoned and destroyed nature. New mines should come last, not first in the transition towards sustainability. Circular business models, reuse and recycling, on the other hand, are technologies we can always export to the outside world."

🤦‍♂️
They are serious and are probably still adults and not teenagers. I want to go back on holiday.
 
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