Talga Updates and Discussion thread
- Thread starter Semmel
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cosors
👀
Strangely enough, I didn't have a Talga flyer in my mailbox today. But there is an ASX announcement:
@Diogenese maybe something for you?
@Diogenese maybe something for you?
curiousmagpie
Regular
what's going on here then
never change Talga
never change Talga
Good to see permitting is being greenlit in various ways.
The big question still on my mind is customers.
There's been so much apparent interest but no supply agreements have materialized.
Permits have felt like they were in the bag for a while now. Sales has been my primary concern and remains to be the case.
Unless I've missed something, happy to be told I'm living under a rock.
The big question still on my mind is customers.
There's been so much apparent interest but no supply agreements have materialized.
Permits have felt like they were in the bag for a while now. Sales has been my primary concern and remains to be the case.
Unless I've missed something, happy to be told I'm living under a rock.
Last edited:
Wondering if anyone has insights to share on this... regarding customers and actual sales
(I wouldn't normally reply-to-self like this... but I was kinda hoping somebody would have 2c to share. Made me wonder if all that crypto spam turned people away from this thread at the time of asking).
curiousmagpie
Regular
TLG: Half Yearly Report and Accounts
“During the period, the Group’s technology division has been rationalized with the decision to concentrate R&D activities in the UK and Sweden and the German facility to wind down”
i said repeatedly for years the lack of Tal-si news meant it was dead. the pilot plant (expanded 2023) was in germany, so assume this the formal death of Tal-si?
@Gvan thoughts ?
“During the period, the Group’s technology division has been rationalized with the decision to concentrate R&D activities in the UK and Sweden and the German facility to wind down”
i said repeatedly for years the lack of Tal-si news meant it was dead. the pilot plant (expanded 2023) was in germany, so assume this the formal death of Tal-si?
@Gvan thoughts ?
Tal-Si was always going to be a nice extra but it wasn't the reason I'm in this.
If anything, it shows that silicone anodes are tough to make and not likely to overtake graphite anytime soon.
Maybe it will get revisited when there is disposable income and can be funnelled back into R&D.
If anything, it shows that silicone anodes are tough to make and not likely to overtake graphite anytime soon.
Maybe it will get revisited when there is disposable income and can be funnelled back into R&D.
Yes, I saw that in the previous quarterly.
The silicon anode market has been affected by China. It’s a nice to have for Talga, but the company is likely trying to control expenses and get the first line up and running while not being spread too thin. You might recall that some years ago there was discussion about using part of the refinery’s output for Talnode-Si, but it appears Talnode-R has since taken its place in terms of refinery capacity. Talga probably views it as a more attractive product as circularity regulations start coming in for OEMs. We also see this reflected in the EU’s recent ban on exporting black mass back to China and the stronger push for urban mining to keep critical minerals onshore.
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