Media

[cosors]

Ah good to know, thanks Cosors - I was very surprised that Mitsui don’t have any reference to their German office on the website.

I am not absolutely sure that it belongs to the same group. For me, I find it hard to see through and it's not my strong point.
It's Mitsui Düsseldorf/Germany.
https://www.mitsui.com/de/de/
...I have to go to bed now. I wish you all a good trading day!

 

[Slymeat]

I am not absolutely sure that it belongs to the same group. For me, I find it hard to see through and it's not my strong point.
https://www.mitsui.com/de/de/
...I have to go to bed now. I wish you all a good trading day!

Gute Nacht Jim Bob.

The Waltons good night scene

 

[Diogenese]

To fight off opposition is the main reason why I, some time ago, posted that Talga need to speed up their Talnode-Si development. They even stated its development would be expedited in a recent report and I asked about this in a webinar with Talga. I think the answer was non-comical though.

Talga need to VERY quickly bring their Talnode-Si product to market—especially if it IS as good as we are lead to believe.

I so many instances, being first to market is of prime importance. Get your product out there and then improve on it.

Version 1 needs to work, it does not need to be the best it can be.

I fear Talga are concentrating on making it the best, when all they need is better!

The safety aspect, faster charging, and higher charge density already sells the Li-Si combination. Just get it out there!!

Sounds like Mission Control to Challenger.

 

[Monkeymandan]

I just checked Mitsui Europe’s Office locations - thinking that maybe Mark was meeting with Mitsui in Berlin, given the timing coincided with the agreement to extend the MOU.

Turns out Mitsui don’t even have an office in Germany, which i found interesting given it is the economic engine room of Europe. https://www.mitsui.com/eu/en/company/location/index.html

Therefore, it does lend credence to Mark meeting with Tesla or other Auto OEMs that Talga may be in ‘advanced’ negotiations with on offtakes and/or financing options.

Glad to hear Mark will be back in Europe again shortly for the Court visit to Vittangi! I was slightly concerned he was MIA and leaving all the heavy lifting to Martin Philipps. I’m enjoying seeing him out and about and posting regularly on Twitter.

We may have to call an Ambulance for Semmel if Mark posts a selfie one day with Elon Musk shaking hands

MT’s tweet says ‘…customers in the EU’, so he wasn’t there for Mitsui. Maybe Semmel has an order in, so he can finally get his hands on some
performance data

 

[Coolbeans]

I would not be surprised is semmel has a TALGA tattoo on his butt cheek at 50aud I will get one

 

[Semmel]

I would not be surprised is semmel has a TALGA tattoo on his butt cheek at 50aud I will get one

I don't discuss my buttvestment strategy in public. Best to take that type of discussion to the bar..

 

[luvlifetravel]

Is that the interior of a Mercedes EQXX (with BrainChip onboard) that I spy?

It’s nice to see some cross-pollination marketing (even if unintentional) between Talga and BrainChip. Or is it unintentional? I expect they both soon WILL co-exist in the same car. And probably many more!

Oh I hope so I'm only a small investor but BRN and TLG are my two biggest investments. Here's hoping!

 

[ACinEur]

Graphite Media related, no mention of TLG but serves as more confirmation bias!

 

[teilenswert]

New Interview with Mark.

 

[cosors]

New Interview with Mark.

Thank you! Nice to see him/them back again!

 

[Diogenese]

New Interview with Mark.

45 customers queued up:

https://www.bing.com/videos/search?...sc=4-21&cvid=44581dab99904fe1bc25ea3a18e794b5

 

[Semmel]

New Interview with Mark.

Cool Interview typical Mark as we like him!

I just listened to it on the side while mini-me is listening to Robbin Hood on Spotify.. so forgive me if i missed anything vital. But it wasn't particularly dense with new information for us. However, two aspects i want to point out.

1. "People on the inside get it, others don't and miss the graphite advanced materials aspect".

People on the inside, that's us. Talga is certainly aware of us, thx for the shoutout, Mark we will get there together! The others are missing an opportunity.

2. "In the past we scaled to what we think the market would be able to sustain. Now we are looking into scaling what the ressource would support, as demand (eh expression of interest ) is 10x larger than the planned production."

So..... Unpacking this... We are looking into the face of a new scoping study, that would utilize the entirety of the known resource... If we base this on 200mT of graphite ore at 25% cG, we are looking at about 50mT contained graphite. Let's use simple math, this can support 1mtpa Talnode-C, in line with Marks statement of 10x the planned production of 100ktpa after Niska expansion. Maybe my interpretation is whishfull thinking, but that would be fantastic! I so far though we scale the business in 4 steps. 20ktpa -> 100ktpa -> ~500ktpa -> ~2mtpa. I think now this changes to 2 steps with Vittangi area: 20ktpa -> ~1mtpa skipping Niska expansion. Further expansion could come from the other locations past 2030. Talga needs to scale up big time, and i think they are doing it. EU will support this, i am sure!

 

[Coolbeans]

He actually said "we have orders for over 1000% of our planned production" before correcting himself.

Very excited for the future of this, unbelievable growth coming our way.

I'm expecting a significant jump when permits and financing is done but 5 to 10 years out this thing is a monster no doubt about it.

The permits and the path to scale within Sweden will always be questioned but the tailwinds now are just to strong.

It's all in the bag and Mr Mark Thompson knows it!

 

[TentCity]

Cool Interview typical Mark as we like him!

I just listened to it on the side while mini-me is listening to Robbin Hood on Spotify.. so forgive me if i missed anything vital. But it wasn't particularly dense with new information for us. However, two aspects i want to point out.

1. "People on the inside get it, others don't and miss the graphite advanced materials aspect".

People on the inside, that's us. Talga is certainly aware of us, thx for the shoutout, Mark we will get there together! The others are missing an opportunity.

2. "In the past we scaled to what we think the market would be able to sustain. Now we are looking into scaling what the ressource would support, as demand (eh expression of interest ) is 10x larger than the planned production."

So..... Unpacking this... We are looking into the face of a new scoping study, that would utilize the entirety of the known resource... If we base this on 200mT of graphite ore at 25% cG, we are looking at about 50mT contained graphite. Let's use simple math, this can support 1mtpa Talnode-C, in line with Marks statement of 10x the planned production of 100ktpa after Niska expansion. Maybe my interpretation is whishfull thinking, but that would be fantastic! I so far though we scale the business in 4 steps. 20ktpa -> 100ktpa -> ~500ktpa -> ~2mtpa. I think now this changes to 2 steps with Vittangi area: 20ktpa -> ~1mtpa skipping Niska expansion. Further expansion could come from the other locations past 2030. Talga needs to scale up big time, and i think they are doing it. EU will support this, i am sure!

Agree, it was a great interview and love seeing Mark so confident when talking about overwhelming demand from offtakers and they will have to knock many of the them back from what the volumes they are seeking.

Interesting that many of the cell makers were getting Talga to take their cathodes and add the anode for third party testing…..different to what many of us imagined on how the qualification process would work!

I liked the comment that OEM’s/Cell makers, whilst initially have overlooked graphite as it is relative cheap compared to lithium, but accounts for approx 50% of the active materials in the battery. It is now dawning on them, that supply in not as plentiful as previously imagined and without sufficient graphite/anode, they wont have a battery!

Perhaps not surprising due to the conservatism of OEMs and what they are used to, but it seems the majority of OEMs want a blend of synthetic and natural graphite. Doesn’t sound like there will be too many going 100% natural I totally was my take, but i think once Talga is in commercial production and proves the unique ‘synthetic quality’ of its natural product and environmental pressures, this will swing more to go harder on 100% NG.

One negative (and no Beach hasn’t hacked my account!), Mark comments that “insiders in Talga get it” and the market doesn’t fully understand the full potential of the business. Whilst I have full faith in the business and have a large position, why hasn’t the Chairman Terry Stinson or any Director’s being buying on market? When was the last time any DIrector’s bought on market? If the upside is as big as we all think it is, i can’t work out why they wouldn’t be adding more at these levels…..always a good confidence boost to the market when you see insiders buying up.

 

[Rayster]

Agree, it was a great interview and love seeing Mark so confident when talking about overwhelming demand from offtakers and they will have to knock many of the them back from what the volumes they are seeking.

Interesting that many of the cell makers were getting Talga to take their cathodes and add the anode for third party testing…..different to what many of us imagined on how the qualification process would work!

I liked the comment that OEM’s/Cell makers, whilst initially have overlooked graphite as it is relative cheap compared to lithium, but accounts for approx 50% of the active materials in the battery. It is now dawning on them, that supply in not as plentiful as previously imagined and without sufficient graphite/anode, they wont have a battery!

Perhaps not surprising due to the conservatism of OEMs and what they are used to, but it seems the majority of OEMs want a blend of synthetic and natural graphite. Doesn’t sound like there will be too many going 100% natural I totally was my take, but i think once Talga is in commercial production and proves the unique ‘synthetic quality’ of its natural product and environmental pressures, this will swing more to go harder on 100% NG.

One negative (and no Beach hasn’t hacked my account!), Mark comments that “insiders in Talga get it” and the market doesn’t fully understand the full potential of the business. Whilst I have full faith in the business and have a large position, why hasn’t the Chairman Terry Stinson or any Director’s being buying on market? When was the last time any DIrector’s bought on market? If the upside is as big as we all think it is, i can’t work out why they wouldn’t be adding more at these levels…..always a good confidence boost to the market when you see insiders buying up.

Stephen Lowe and Terry Stinson last bought on market in March 2021

 

[ACinEur]

Agree, it was a great interview and love seeing Mark so confident when talking about overwhelming demand from offtakers and they will have to knock many of the them back from what the volumes they are seeking.

Interesting that many of the cell makers were getting Talga to take their cathodes and add the anode for third party testing…..different to what many of us imagined on how the qualification process would work!

I liked the comment that OEM’s/Cell makers, whilst initially have overlooked graphite as it is relative cheap compared to lithium, but accounts for approx 50% of the active materials in the battery. It is now dawning on them, that supply in not as plentiful as previously imagined and without sufficient graphite/anode, they wont have a battery!

Perhaps not surprising due to the conservatism of OEMs and what they are used to, but it seems the majority of OEMs want a blend of synthetic and natural graphite. Doesn’t sound like there will be too many going 100% natural I totally was my take, but i think once Talga is in commercial production and proves the unique ‘synthetic quality’ of its natural product and environmental pressures, this will swing more to go harder on 100% NG.

One negative (and no Beach hasn’t hacked my account!), Mark comments that “insiders in Talga get it” and the market doesn’t fully understand the full potential of the business. Whilst I have full faith in the business and have a large position, why hasn’t the Chairman Terry Stinson or any Director’s being buying on market? When was the last time any DIrector’s bought on market? If the upside is as big as we all think it is, i can’t work out why they wouldn’t be adding more at these levels…..always a good confidence boost to the market when you see insiders buying up.

Nice summary. One reason we may not have seen buying is that they ‘insiders’ are now prohibited due to contract negotiations as these could be considered Insider Trades. MT strikes me as having strong ethics so unlike some other small caps these rules may be enforced.

 

[WheresTheMonkey]

I'm expecting a significant jump when permits and financing is done but 5 to 10 years out this thing is a monster no doubt about it.

I'm thinking you might see a bit of a jump due to a few announcements (maybe a conditional offtake) being made shortly and then a snap credit raise to keep the lights on for another say 3 quarters which would see us through until this time next year. No one will give us $ unless we have permits.

That's the cynic in me talking

 

[Affenhorst]

Cool Interview typical Mark as we like him!

I just listened to it on the side while mini-me is listening to Robbin Hood on Spotify.. so forgive me if i missed anything vital. But it wasn't particularly dense with new information for us. However, two aspects i want to point out.

1. "People on the inside get it, others don't and miss the graphite advanced materials aspect".

People on the inside, that's us. Talga is certainly aware of us, thx for the shoutout, Mark we will get there together! The others are missing an opportunity.

2. "In the past we scaled to what we think the market would be able to sustain. Now we are looking into scaling what the ressource would support, as demand (eh expression of interest ) is 10x larger than the planned production."

So..... Unpacking this... We are looking into the face of a new scoping study, that would utilize the entirety of the known resource... If we base this on 200mT of graphite ore at 25% cG, we are looking at about 50mT contained graphite. Let's use simple math, this can support 1mtpa Talnode-C, in line with Marks statement of 10x the planned production of 100ktpa after Niska expansion. Maybe my interpretation is whishfull thinking, but that would be fantastic! I so far though we scale the business in 4 steps. 20ktpa -> 100ktpa -> ~500ktpa -> ~2mtpa. I think now this changes to 2 steps with Vittangi area: 20ktpa -> ~1mtpa skipping Niska expansion. Further expansion could come from the other locations past 2030. Talga needs to scale up big time, and i think they are doing it. EU will support this, i am sure!

Haven't watched it yet, but is he really referring to Niska as the planned production? I would guess he means the initial Vittangi project, which would put current interest at something like 200 kt/a. Niska at this point is not planned, but aspirational. And it will be revised. 1 Mt/a will happen at some point, but not any time soon.

 

[Semmel]

Haven't watched it yet, but is he really referring to Niska as the planned production? I would guess he means the initial Vittangi project, which would put current interest at something like 200 kt/a. Niska at this point is not planned, but aspirational. And it will be revised. 1 Mt/a will happen at some point, but not any time soon.

He didnt clearly say what "planned production" refers to, so it may as well mean 20ktpa with 200ktpa being 10x of that. But then it is also kind of mute as customers know the limitations of Talgas current production and might not ask for as much as they want but as much as they think they can realistically get. Anyway, we know how many large Gigafactories are planned in Europe and there is not enough graphite to support them. Going all in makes sense from my perspective. I just dont know how they are going to finance it.

I was thinking a bit further, sorry.. If Talga wants to scale to max asap, they will need money to support the drilling campaign soonish. So if we see any off takes and capital raise on the back of it, we will probably see a sizable amount to support drilling the entire circle of graphite and scoping the entire resource:

Currently, the drilling covers the western pars, namely Nunasvaara, the "Niska Link" between niska and Nunasvaara as far as I know. There seems to be a lot east of Niska North and also quite a bit south-east of Nunasvaara South. Maybe the readings further east are deeper still and dont show up as much on the EM scan. I dont know how all this intersects with Natura2000 areas, but would a underground mine even be a factor for Natura2000? Anyway, drilling is required to characterize the resource and for that Talga needs money. Lots of money.

Is this whats going to happen? I dont know. But I hope in some way, they are going that route. Hopefully the EU gives them a grant and Sweden is supporting it. Europe needs the Anode.

 

[Diogenese]

Agree, it was a great interview and love seeing Mark so confident when talking about overwhelming demand from offtakers and they will have to knock many of the them back from what the volumes they are seeking.

Interesting that many of the cell makers were getting Talga to take their cathodes and add the anode for third party testing…..different to what many of us imagined on how the qualification process would work!

I liked the comment that OEM’s/Cell makers, whilst initially have overlooked graphite as it is relative cheap compared to lithium, but accounts for approx 50% of the active materials in the battery. It is now dawning on them, that supply in not as plentiful as previously imagined and without sufficient graphite/anode, they wont have a battery!

Perhaps not surprising due to the conservatism of OEMs and what they are used to, but it seems the majority of OEMs want a blend of synthetic and natural graphite. Doesn’t sound like there will be too many going 100% natural I totally was my take, but i think once Talga is in commercial production and proves the unique ‘synthetic quality’ of its natural product and environmental pressures, this will swing more to go harder on 100% NG.

One negative (and no Beach hasn’t hacked my account!), Mark comments that “insiders in Talga get it” and the market doesn’t fully understand the full potential of the business. Whilst I have full faith in the business and have a large position, why hasn’t the Chairman Terry Stinson or any Director’s being buying on market? When was the last time any DIrector’s bought on market? If the upside is as big as we all think it is, i can’t work out why they wouldn’t be adding more at these levels…..always a good confidence boost to the market when you see insiders buying up.

Yes, the comment that size of our exfoliated graphite fits the battery requirements without grinding is an added production advantage on top of the 25% content.

It would be great to hear Mark describe his geologist's "Eureka" moment when he realized that the cyanobacta deposits had these superior qualities.

WA has a statue of Paddy Hannan - who will Vittangi's statue commemorate?