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TentCity

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Never mind agm coming, fake pump till the non binding of Acc becomes non binding for another 6 months, then fake pump till permits become a further delay, then more non binding and so on.
Yours faithfully Disgruntled investor.
 
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Gero

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Gero

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Recharge_squ_1700.jpg

Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)

October 17, 2022
In October's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key newsflow including: feedback from the Fastmarkets European BRM conference, China update, Battery Tech, Lithium pricing & supply.
This month we also interview Mark Thompson, MD of Talga Group (ASX:TLG), who talks about some of the issues in the graphite sector, introduces his company's integrated BAM project in Sweden, and gives some excellent insight into the qualification process used for new battery materials projects.
 
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anbuck

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After listening to the recharge podcast, I'm a bit more concerned about permits than I was previously. I didn't like the way Mark phrased some of his comments like saying we'll find out soon whether the government will actually go through with permitting the mine. He also mentioned that back in June, the government had given positive signals, but to me that indicates that he may have received less clear signals since then. He said that we "have reason to be confident" based on the signals back in June, which is slightly different than saying "we are confident."
 
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Coolbeans

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After listening to the recharge podcast, I'm a bit more concerned about permits than I was previously. I didn't like the way Mark phrased some of his comments like saying we'll find out soon whether the government will actually go through with permitting the mine. He also mentioned that back in June, the government had given positive signals, but to me that indicates that he may have received less clear signals since then. He said that we "have reason to be confident" based on the signals back in June, which is slightly different than saying "we are confident."
What ?!!!!!

He obviously can't say what he really feels out of respect for Sweden. It is widely known that the permit process is bunk in Sweden, but he said enough to know there are a lot of people depending on Talga to get going fast.
Permits may be a hurdle down the line with a delay but the EU are all over this now and ultimately Talga will be up and running with permits in hand next year.
There is no better deposit for battery grade graphite in the world, if there is a delay, BUY MORE.
 
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cosors

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Recharge_squ_1700.jpg

Recharge Oct22 (Talga Group/Fastmarkets Conf/China/Battery Tech/Lithium/Qualification/Silicon Anode)

October 17, 2022
In October's edition of Recharge, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss all the key newsflow including: feedback from the Fastmarkets European BRM conference, China update, Battery Tech, Lithium pricing & supply.
This month we also interview Mark Thompson, MD of Talga Group (ASX:TLG), who talks about some of the issues in the graphite sector, introduces his company's integrated BAM project in Sweden, and gives some excellent insight into the qualification process used for new battery materials projects.
"Strengthening European resilience upstream in the battery value chain | 27 October 2022 | Brussels & ONLINE


#Batteries4EU Roundtable: Strengthening European resilience upstream in the battery value chain

This event is hosted by Member of the European Parliament, Hildegard Bentele, and will take place on 27 October, from 14:00-15:30, as an hybrid event.

This event will feature discussions on the upcoming Critical Raw Materials Act, especially exploring the prerequisites needed to diversify the supply of battery raw materials, strengthen European resilience upstream in the battery value chain and decrease dependencies. It will further shed light on the challenges for the rollout of EVs and seek tangible solutions, including by addressing policy coherence.

We envisage a 90-minute workshop held in hybrid format, in Brussels and online. It will feature speakers from the European Commission, the European Parliament, the German Federal Ministry for Economic Affairs and Climate Action the Portuguese Permanent Representation, RECHARGE members, Eurometaux, as well as Transport & Environment. and MP from Talga directly after the EU speakers 😉

Onsite seats are limited. For online attendance, please RSVP here. Upon registration you will receive an automated email by WebEx containing the dial-in details.

Speakers:
- Hildegard Bentele, ITRE Committee member & host of the event
- Daniel Cios, Policy Officer, DG GROW Unit I1, European Commission
- Martin Phillips, CEO Europe, Talga
- Torsten Brandenburg, Department New drive technologies, electromobility, environmental innovations, Federal Ministry for Economic Affairs and Climate Action, Germany
- Paulo Alexandre Ferreira, Head of the Internal Market and Industrial Policy Unit, Permanent Representation of Portugal
- Migle Bluseviciute, Senior Manager Mobility Advocacy, Industry Affairs, BASF
- Cécile Fournier, Battery Life Cycle Expert, Renault Group
- Julia Poliscanova, Senior Director, Vehicles and E-mobility, Transport & Environment (T&E)
- Kamila Slupek, Sustainability Director, Eurometaux
- Claude Chanson, General Manager, RECHARGE"
https://rechargebatteries.org/association/news-media/

The round of speakers becomes more significant. A higher level I think. Talga seems to be coming out of hiding. This is an illustrious round. In the end my hope comes true that Talga makes lobby in Brussels with success. Now they can no longer be overlooked.
Ms Bentele is the one who started all this with the Critical Raw Materials Act in the EU. Her proposal was accepted and is now being implemented. To be the third person to speak directly after her colleague from the Commission and to do so as a private company between politicians is a great honour, a great success and confirmation of the work. All just my thoughts.
 
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cosors

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What ?!!!!!

He obviously can't say what he really feels out of respect for Sweden. It is widely known that the permit process is bunk in Sweden, but he said enough to know there are a lot of people depending on Talga to get going fast.
Permits may be a hurdle down the line with a delay but the EU are all over this now and ultimately Talga will be up and running with permits in hand next year.
There is no better deposit for battery grade graphite in the world, if there is a delay, BUY MORE.
I agree.
And in my mind or as a thought I push/bomb away everything that stands in the way of the Grean Deal. And you all know how explosive that is, even in thought. Of course he can't speak freely about the opponents - that could be interpreted as discriminatory. Diplomacy without end is needed to isolate the other side through correct behaviour.
If he maltreats the punishing ball in his cellar that's fine. Of course it gnaws at the nerves. But patience and Brussels will certainly help.
Talga and MT have indeed done a masterful job with the EU. I can hardly imagine stronger backing and legitimacy.
 
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anbuck

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What ?!!!!!

He obviously can't say what he really feels out of respect for Sweden. It is widely known that the permit process is bunk in Sweden, but he said enough to know there are a lot of people depending on Talga to get going fast.
Permits may be a hurdle down the line with a delay but the EU are all over this now and ultimately Talga will be up and running with permits in hand next year.
There is no better deposit for battery grade graphite in the world, if there is a delay, BUY MORE.
To be clear, I still believe it's most likely that the permits will be granted, but I am slightly less confident about it now.
 

TentCity

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Both Novonix (NVX) and Syrah (SYR) both have entered Trading Halts pending a “material funding arrangements” and SYR have a “commercial offtake” component to their announcement.

Not sure who or what the deals are, but very curious the timing for both occurring at the same time. If the deals are any good, it may help attract more eyeballs to the graphite sector.

Disclosure: I don’t hold either - so just commenting on the macro theme and indirect benefit to graphite stocks in general.
 
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Semmel

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Both Novonix (NVX) and Syrah (SYR) both have entered Trading Halts pending a “material funding arrangements” and SYR have a “commercial offtake” component to their announcement.

Not sure who or what the deals are, but very curious the timing for both occurring at the same time. If the deals are any good, it may help attract more eyeballs to the graphite sector.

Disclosure: I don’t hold either - so just commenting on the macro theme and indirect benefit to graphite stocks in general.

Thx for the heads up. I found the near 20% rise of NVX yesterday strange. something might have been leaked. I follow the stock but not the company, so that was an outlier to me. I didnt find any material information at a quick glance but didnt have time to dig deep either.
 
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TentCity

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Thx for the heads up. I found the near 20% rise of NVX yesterday strange. something might have been leaked. I follow the stock but not the company, so that was an outlier to me. I didnt find any material information at a quick glance but didnt have time to dig deep either.
Definite leaky ship over at NVX with the stock going up nearly 20% the day before the TH!!

Not so much of an issue with Talga with announcements like the ACC offtake deal surprising the market. Hopefully, we get a few more surprises between now and Christmas!
 
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cosors

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"Strengthening European resilience upstream in the battery value chain | 27 October 2022 | Brussels & ONLINE


#Batteries4EU Roundtable: Strengthening European resilience upstream in the battery value chain

This event is hosted by Member of the European Parliament, Hildegard Bentele, and will take place on 27 October, from 14:00-15:30, as an hybrid event.

This event will feature discussions on the upcoming Critical Raw Materials Act, especially exploring the prerequisites needed to diversify the supply of battery raw materials, strengthen European resilience upstream in the battery value chain and decrease dependencies. It will further shed light on the challenges for the rollout of EVs and seek tangible solutions, including by addressing policy coherence.

We envisage a 90-minute workshop held in hybrid format, in Brussels and online. It will feature speakers from the European Commission, the European Parliament, the German Federal Ministry for Economic Affairs and Climate Action the Portuguese Permanent Representation, RECHARGE members, Eurometaux, as well as Transport & Environment. and MP from Talga directly after the EU speakers 😉

Onsite seats are limited. For online attendance, please RSVP here. Upon registration you will receive an automated email by WebEx containing the dial-in details.

Speakers:
- Hildegard Bentele, ITRE Committee member & host of the event
- Daniel Cios, Policy Officer, DG GROW Unit I1, European Commission
- Martin Phillips, CEO Europe, Talga
- Torsten Brandenburg, Department New drive technologies, electromobility, environmental innovations, Federal Ministry for Economic Affairs and Climate Action, Germany
- Paulo Alexandre Ferreira, Head of the Internal Market and Industrial Policy Unit, Permanent Representation of Portugal
- Migle Bluseviciute, Senior Manager Mobility Advocacy, Industry Affairs, BASF
- Cécile Fournier, Battery Life Cycle Expert, Renault Group
- Julia Poliscanova, Senior Director, Vehicles and E-mobility, Transport & Environment (T&E)
- Kamila Slupek, Sustainability Director, Eurometaux
- Claude Chanson, General Manager, RECHARGE"
https://rechargebatteries.org/association/news-media/

The round of speakers becomes more significant. A higher level I think. Talga seems to be coming out of hiding. This is an illustrious round. In the end my hope comes true that Talga makes lobby in Brussels with success. Now they can no longer be overlooked.
Ms Bentele is the one who started all this with the Critical Raw Materials Act in the EU. Her proposal was accepted and is now being implemented. To be the third person to speak directly after her colleague from the Commission and to do so as a private company between politicians is a great honour, a great success and confirmation of the work. All just my thoughts.
SGU:
"
1666180025161.png

automation, manufacturing and the mining industry as well as associated competitive research. However, this requires that the work be intensified.

- The upcoming battery regulation at EU level is an important part of the development towards a sustainable battery value chain, where we have benefited greatly from cooperation and will need to continue to cooperate for successful implementation. But, as this report shows, more complementary efforts are required to establish a sustainable battery value chain with resource-efficient and sustainable circular flows, says Björn Risinger, director general at the Swedish Environmental Protection Agency. 

Development is very fast. Twenty new large-scale battery factories are already planned in Europe alone. In Sweden, there is now one in operation with circularity and sustainability as obvious parts of the business model, and more are in the works.

- The rapid development means a lack of access to raw materials and a strategic independence for the EU is becoming increasingly important based on the geopolitical situation. We therefore need to ensure the availability of the sustainable raw materials needed for battery manufacturing within the EU. There, Sweden has good conditions to be a leader in both raw material supply and the entire battery value chain. We need concrete assignments* and investments* to be able to move forward and drive development, says Anneli Wirtén, director general at SGU.

*We are in the process, patience.

Read more about the proposals in the report Developing authority collaboration for Sweden's parts of a sustainable European value chain for batteries (Energy Agency website)

Graphics of metals in an electric car battery.

Battery metals in an electric vehicle
Inside virtually every electric vehicle (EV) is a lithium-ion battery that relies on several key minerals to help power it. Some minerals form parts of the cell to ensure the flow of electrical current. Others protect it from accidental damage to the outside. This graphic using data from the European Federation for Transport and Environment shows the most important minerals in an electric car battery. The mineral content is based on an average battery that was on the market in 2020."
https://www.sgu.se/om-sgu/nyheter/2...g-pa-vagen-till-en-hallbar-batterivardekedja/

And what is that dark stuff there in the opening picture? And what does the graph say in the end? I think they know exactly what it's about.
 
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cosors

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How many Australian miners are still active in Sweden right now are there others than Talga?
 
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Slymeat

Move on, nothing to see.

How many Australian miners are still active in Sweden right now are there others than Talga?

Here’s a start for Aussie miners in Sweden. Some are still in exploration stage.

Dragon Mining (listed on the ASX, but probably is a front to a Chinese origin) has the Svartliden Gold Mine (“Svartliden”) is located in northern Sweden.

Australian company Orica has a presence in Sweden. But they are more a services company, providing blasting materials.
https://www.orica.com/Contact-Us/Global-Offices/Sweden#.Y0_tOi3ZWfA

Alicanto Minerals has secured 100% tenure covering the Sala silver project in Bergslagen, Sweden. That was in 2021.
https://www.mining-technology.com/news/alicanto-sala-silver-project-sweden/

Aura Energy wants to start extracting Vanadium metal in the Swedish region of Jämtland (2018)
https://www.miningmetalnews.com/201...-wants-start-extracting-vanadium-metal-sweden

Ragnar Metals (ASX:RAG) reports that Swedish drilling contractor Allroc AB has mobilised to its 100%-owned Tullsta Nickel Project in Sweden to begin drilling at the Granmuren nickel-copper discovery. (July 2022)
https://mining.com.au/ragnar-metals-kickstarts-drilling-at-tullsta-nickel-project-in-sweden/

I did also find precedent for Reindeer herding and the Sami protesting over mining sites and causing delays of years. :(
https://www.theguardian.com/world/2014/jan/02/reindeer-herds-in-danger-mining-sweden
 
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Micreg

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Karin’s family has followed the reindeer’s seasonal migration through the hills of northern Sweden “since ancient times,” she says, perfecting the “long-term sustainable use of the land”. But after the discovery of Europe’s largest graphite deposit not far from her village, a different kind of sustainability project is now underway. Australian-based company Talga Group has outlined a billion-dollar proposal to mine the graphite, an in-demand material for EVs, and has already started test drilling under a trial mining license.



https://www.abc.net.au/news/101512810
https://www.abc.net.au/news/101544406

“I think about the love they must have felt for the land and the will to carry this on.”
Local Sámi including Karin are fighting the proposal. One herder told Foreign Correspondent one-sixth of his reindeer grazing area will be lost. Other mines have already encroached on their ancestral herding lands and Karin fears for the health of the reindeer if another project is approved. “The more intruded upon we become, the greater the risk, in my opinion, for a cultural collapse,” she says. “Because the land is so important for the culture and for the language.”
Three different Sámi villages and the Sámi Parliament have voiced their opposition to the project. But Talga chief operating officer Martin Phillips says the company has had good dialogue with local Indigenous people and will continue with its plans regardless of whether the communities give their consent.
“We’ll still proceed with digging if the court gives us that permission to,” he says. “We’re following due process and we are following all of the laws and the legislation that Sweden has laid out for us.”
Karin fears the current proposal could be just the beginning of a much larger project. She wishes her Sámi Parliament had more influence but, she says, “our people are used to fighting” for their culture.
 
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Micreg

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Looking forward to the permitting in Q1 2023.

This ABC story has been generated by coverage about a potential referendum in Australia on an Indigenous voice to Parliament. I doubt it will create any waves for us over the oceans to Sweden, but I want those permits sorted!
 
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cosors

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Coolbeans

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Karin’s family has followed the reindeer’s seasonal migration through the hills of northern Sweden “since ancient times,” she says, perfecting the “long-term sustainable use of the land”. But after the discovery of Europe’s largest graphite deposit not far from her village, a different kind of sustainability project is now underway. Australian-based company Talga Group has outlined a billion-dollar proposal to mine the graphite, an in-demand material for EVs, and has already started test drilling under a trial mining license.



https://www.abc.net.au/news/101512810
https://www.abc.net.au/news/101544406


Local Sámi including Karin are fighting the proposal. One herder told Foreign Correspondent one-sixth of his reindeer grazing area will be lost. Other mines have already encroached on their ancestral herding lands and Karin fears for the health of the reindeer if another project is approved. “The more intruded upon we become, the greater the risk, in my opinion, for a cultural collapse,” she says. “Because the land is so important for the culture and for the language.”
Three different Sámi villages and the Sámi Parliament have voiced their opposition to the project. But Talga chief operating officer Martin Phillips says the company has had good dialogue with local Indigenous people and will continue with its plans regardless of whether the communities give their consent.
“We’ll still proceed with digging if the court gives us that permission to,” he says. “We’re following due process and we are following all of the laws and the legislation that Sweden has laid out for us.”
Karin fears the current proposal could be just the beginning of a much larger project. She wishes her Sámi Parliament had more influence but, she says, “our people are used to fighting” for their culture.
This is perfect news, the illusion of democracy. Talga you beauty. Setting up nice for our green light.
 
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