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- Thread starter cosors
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Someone should tell Evion about silicon.
cosors
👀
Interesting to see MT is presenting at this Rho Motion seminar. I assume he will be presenting in-person, which means he’s likely leaving Europe tomorrow en-route back to Perth. I thought he may stick around in Europe for a bit longer while the Court hearing is taking place, progress negotiations with ACC and Verkor. Maybe has has already done that and we know thanks to DAH that Martin Phillips & Per-Erik are representing Talga in the Court case - so maybe he is not required.
Anyway, my assumption about being there in-person could be wrong and he is presenting virtually. I might register online so i can get a copy of the presentations sent after the event.
@DAH - look forward to any further updates you may have from Lulea as the case progresses!
Anyway, my assumption about being there in-person could be wrong and he is presenting virtually. I might register online so i can get a copy of the presentations sent after the event.
@DAH - look forward to any further updates you may have from Lulea as the case progresses!
G'day @TentCity,
Our time in Luleå has passed (back in Stockholm now) and unfortunately further hearing attendance was deemed a low priority by my crew when compared against the nature on offer... aka I have nothing further to report.
I'd hoped MT would attend but didn't expect such. I actually didn't expect MP either and yes, expected Per-Erik, albeit he wasn't active in the hearing, more so to handle PR.
I patiently wait (like we all do) knowing that Kaunis & H2 Green Steel got green lighted, and when you look at both, neither IMO, come remotely close to being as crucial as what TLG offers (particularly Kaunis). Based on precedent from these and commentary by those in charge (post decision commentary) we have to be odds on.
Throw in all the funding and legislation in the pipeline and we have to pinch ourselves!
Nothing we don't already know. The hearing is from what I understand, a simple slow motion rehash of all that's been put on the table and of course assessing whether TLG's adequately addressed the concerns/objections.
I think MT would be sleeping well
Semmel
Top 20
Graphite and it's entire value chain is owned by china so far. Talga is a huge asset. The picture painted above is about to change.
I can’t imagine why your family wouldn’t want to sit in on a Court case for a month instead of having a nice family holiday!!G'day @TentCity,
Our time in Luleå has passed (back in Stockholm now) and unfortunately further hearing attendance was deemed a low priority by my crew when compared against the nature on offer... aka I have nothing further to report.
I'd hoped MT would attend but didn't expect such. I actually didn't expect MP either and yes, expected Per-Erik, albeit he wasn't active in the hearing, more so to handle PR.
I patiently wait (like we all do) knowing that Kaunis & H2 Green Steel got green lighted, and when you look at both, neither IMO, come remotely close to being as crucial as what TLG offers (particularly Kaunis). Based on precedent from these and commentary by those in charge (post decision commentary) we have to be odds on.
Throw in all the funding and legislation in the pipeline and we have to pinch ourselves!
Nothing we don't already know. The hearing is from what I understand, a simple slow motion rehash of all that's been put on the table and of course assessing whether TLG's adequately addressed the concerns/objections.
I think MT would be sleeping well
All good and agree with your sentiments that Talga is positioned extremely well and we just have to ride out this bureaucratic box ticking exercise a bit longer.
Since you mentioned you have a finance background- I’m interested in your view about how Talga might go about its financing for Talnode Si? We know TLG are well advanced in terms of funding for the main Talnode C plant/Vittangi mine via EIB/NIB/Swedish & Swiss export credit agencies plus possible strategic partner/s including Mitsui.
I imagine Talnode Si wont cost as much as it can leverage the cost of the mine already being factored in as part of the exisiting DFS/capex for Talnode C. Also, part of the feedstock for Talnode Si can come from spent Li-ion batteries - rather than relying solely on graphite from Vittangi providing flexibility where the plant can be located.
Therefore, I imagine the Talnode-Si investment essentially be a factory or number of factories initially located in Europe and perhaps in the future will extend to the US. The bit I’m not sure which direction they will go in is will Talga sole fund the cost of the factory/s or will they seek co-investment from partners who are trialing Talnode-Si? Will this funding be sourced from the same funding partners as the Talnode C strategy or will they be different?
I remember back to the Limiting Factor interviews Mark mused about spinning off the Si Anode tech, but in more recent investor webinars, he stated that they want to keep the tech in-house and shareholders can benefit from it. So, my thoughts are they will want to hold the IP fairly tight and NVX and SYR being beneficiaries of US IRA grants for anode plants in the US might be a good example of what Europe might similarly support under the new Green Industrial Plan/CRM Act/Net Zero Act.
What I think we shareholders and the market haven’t factored in is the timeline for Talga to build/scale Talnode Si plants might be quicker than previously thought. If the commercialisation/qualification of Talnode Si continues to progress well, it is not unreasonable that Talga could be building Talnode Si plants in parallel with the establishment of the mine and Talnode C plant. We’ve seen how quick battery cell manufacturers can build a factory compared to getting approval for a mine - so given Talga’s experience and success with the EVA plant, I think they are well placed to bring online new anode factories in a timely manner. Therefore, from a financial point of view - as long as the financing for Talnode Si doesn’t involved a highly dliulute cap raise, then the financials of both having Talnode C & Talnode Si anode plants from late 2024/2025 could be very significant.
Welcome any views on this
@TentCity,I can’t imagine why your family wouldn’t want to sit in on a Court case for a month instead of having a nice family holiday!!
All good and agree with your sentiments that Talga is positioned extremely well and we just have to ride out this bureaucratic box ticking exercise a bit longer.
Since you mentioned you have a finance background- I’m interested in your view about how Talga might go about its financing for Talnode Si? We know TLG are well advanced in terms of funding for the main Talnode C plant/Vittangi mine via EIB/NIB/Swedish & Swiss export credit agencies plus possible strategic partner/s including Mitsui.
I imagine Talnode Si wont cost as much as it can leverage the cost of the mine already being factored in as part of the exisiting DFS/capex for Talnode C. Also, part of the feedstock for Talnode Si can come from spent Li-ion batteries - rather than relying solely on graphite from Vittangi providing flexibility where the plant can be located.
Therefore, I imagine the Talnode-Si investment essentially be a factory or number of factories initially located in Europe and perhaps in the future will extend to the US. The bit I’m not sure which direction they will go in is will Talga sole fund the cost of the factory/s or will they seek co-investment from partners who are trialing Talnode-Si? Will this funding be sourced from the same funding partners as the Talnode C strategy or will they be different?
I remember back to the Limiting Factor interviews Mark mused about spinning off the Si Anode tech, but in more recent investor webinars, he stated that they want to keep the tech in-house and shareholders can benefit from it. So, my thoughts are they will want to hold the IP fairly tight and NVX and SYR being beneficiaries of US IRA grants for anode plants in the US might be a good example of what Europe might similarly support under the new Green Industrial Plan/CRM Act/Net Zero Act.
What I think we shareholders and the market haven’t factored in is the timeline for Talga to build/scale Talnode Si plants might be quicker than previously thought. If the commercialisation/qualification of Talnode Si continues to progress well, it is not unreasonable that Talga could be building Talnode Si plants in parallel with the establishment of the mine and Talnode C plant. We’ve seen how quick battery cell manufacturers can build a factory compared to getting approval for a mine - so given Talga’s experience and success with the EVA plant, I think they are well placed to bring online new anode factories in a timely manner. Therefore, from a financial point of view - as long as the financing for Talnode Si doesn’t involved a highly dliulute cap raise, then the financials of both having Talnode C & Talnode Si anode plants from late 2024/2025 could be very significant.
Welcome any views on this
I think you missed the bit where I emphasise "simple" finance guy - Tal Si financing is anything but and beyond my pay grade
TBH I haven't given it much thought of late as I'm focused on these damn permits, as I feel there's a massive bottleneck of news and deals awaiting sign off... after that I'm keen to hear about scale, and by then my main (and really only) concern being corporate predators will have abated somewhat (as they'd need to pay top dollar).
Tal Si and other products will be some very sweet icing on the cake! It's hard to say or guess how Si will work and who's involved. Too many unknowns for now. But I've always been of the strong assumption that Tesla will be involved in some capacity. I'd guess if Tal Si is as good as we think it might be, Elon may well want it all or at least co-develop... but who knows! And who knows what MT wants from it.
We can't be the only peeps who know of Talgas potential future value, so I'm guessing there'll be many interested parties for Tal Si and much more.
Pretty confident Tal C stage 1 is earmarked for Euro customers only, but sounds like Tal Si might be open slather.
Anyway I'm waffling. I've got nothing! I'll let you know when MT let's us know
pretty damn exciting to be an investor in what's shaping up to be an amazing business in what for me is the most bullish macro scene I've come across in my two decades investing.Cheers!
Thanks DAH for your reply and appreciate we’re all just speculating based on the information we have to hand! Agree that more pieces of the puzzle might come together once we get these initial permits over the line.@TentCity,
I think you missed the bit where I emphasise "simple" finance guy - Tal Si financing is anything but and beyond my pay grade
TBH I haven't given it much thought of late as I'm focused on these damn permits, as I feel there's a massive bottleneck of news and deals awaiting sign off... after that I'm keen to hear about scale, and by then my main (and really only) concern being corporate predators will have abated somewhat (as they'd need to pay top dollar).
Tal Si and other products will be some very sweet icing on the cake! It's hard to say or guess how Si will work and who's involved. Too many unknowns for now. But I've always been of the strong assumption that Tesla will be involved in some capacity. I'd guess if Tal Si is as good as we think it might be, Elon may well want it all or at least co-develop... but who knows! And who knows what MT wants from it.
We can't be the only peeps who know of Talgas potential future value, so I'm guessing there'll be many interested parties for Tal Si and much more.
Pretty confident Tal C stage 1 is earmarked for Euro customers only, but sounds like Tal Si might be open slather.
Anyway I'm waffling. I've got nothing! I'll let you know when MT let's us know
Cheers!
Just spotted Elon Musk’s Master Plan 3 and Benchmark Minerals planning to hold a webinar on turbo charging the scaling the li-ion battery sector. Looks like graphite is becoming more prominent alongside Lithium & Nickel as the key limiting battery minerals.
Perhaps the timing being March 1 coincides nicely for the permits decision and Dino Man and Elon Musk can stop flirting with their toy model graphite cars and do a deal on Talnode-Si!!
Look forward to the investor webinar next week and I’ll submit a few questions in advance on Talnode-Si and share on here as a FYI
Talnode-Si is not just the icing on the cake.@TentCity,
I think you missed the bit where I emphasise "simple" finance guy - Tal Si financing is anything but and beyond my pay grade
TBH I haven't given it much thought of late as I'm focused on these damn permits, as I feel there's a massive bottleneck of news and deals awaiting sign off... after that I'm keen to hear about scale, and by then my main (and really only) concern being corporate predators will have abated somewhat (as they'd need to pay top dollar).
Tal Si and other products will be some very sweet icing on the cake! It's hard to say or guess how Si will work and who's involved. Too many unknowns for now. But I've always been of the strong assumption that Tesla will be involved in some capacity. I'd guess if Tal Si is as good as we think it might be, Elon may well want it all or at least co-develop... but who knows! And who knows what MT wants from it.
We can't be the only peeps who know of Talgas potential future value, so I'm guessing there'll be many interested parties for Tal Si and much more.
Pretty confident Tal C stage 1 is earmarked for Euro customers only, but sounds like Tal Si might be open slather.
Anyway I'm waffling. I've got nothing! I'll let you know when MT let's us know
Cheers!
It's a whole extra dessert.
Mark’s latest tweet reconfirming my suspicions the US is firmly on his radar!
Also, interesting to see Simon Moores clarify his tweet about Redwood just recycling the coppper foil, but no mention of graphite unlike in his first tweet. They look to be a significant beneficiary of a DOE loan with $2billion potentially on the offer - just shows how much funding is available out there! I still see a lot of potential synergy between Talga and Redwood based on this development.
Also, interesting to see Simon Moores clarify his tweet about Redwood just recycling the coppper foil, but no mention of graphite unlike in his first tweet. They look to be a significant beneficiary of a DOE loan with $2billion potentially on the offer - just shows how much funding is available out there! I still see a lot of potential synergy between Talga and Redwood based on this development.
The tweet was a bit tone deaf in my opinion.
I know most people might disagree but we’re at such a critical juncture with the permit hearing being played out in the background where the whole selling point is Talga’s importance to the green transition for Europe and here we are suggesting or fueling the idea that the US is on the cards…
I know in the scheme of things its probably immaterial but if I’m thinking it then surely there are others too…
Redwood featuring again - I remember you doing a write up on it a while ago. Might come into fruition — or just give us the DOE loan - (just don’t tweet about it until we get permits)
Understand where you are coming from, but i guess i am just more relaxed about the current court hearing and feel confident the outcome will be in Talga’s favour.
Therefore, my focus has been shifting towards future developments with Talnode-Si and the US market. However, it is important we don’t put the cart before the horse and never assume anything is a done deal until it is signed on the dotted line!
Interesting article in the Wall Street Journal on Volvo’s CEO speaking about securing supply and possibly equity stakes in battery material companies.
www.wsj.com
As usual, the article’s main focus is on Lithium - but as per the tweet from Talge below, it was only a week or two ago that they were rubbing shoulders showcasing their respective green credentials to the EU Commission. Yes, Volvo needs lithium - but they also need graphite.
WSJ News Exclusive | Volvo in Advanced Talks on Possible Lithium Mining
The company is in advanced talks with some of the biggest miners, including over potential stakes in lithium mining or processing operations, Volvo Car CEO Jim Rowan said.
www.wsj.com
As usual, the article’s main focus is on Lithium - but as per the tweet from Talge below, it was only a week or two ago that they were rubbing shoulders showcasing their respective green credentials to the EU Commission. Yes, Volvo needs lithium - but they also need graphite.
teilenswert
Regular
https://events.benchmarkminerals.com/event/da3e1b1f-7c83-4a16-a34d-6b020d09070a/summary
I just saw Talga will be sponsor of the Benchmark Minerals event "Battery Gigafactories Europe 2023", where Martin Phillips will be speaking.
beserk
Regular
beserk
Regular
https://www.canberratimes.com.au/st...rests-to-explore-with-a-new-partner/?cs=14264
This is the Web link to the forementioned OpEd article that mentions Talga involvement.
This is the Web link to the forementioned OpEd article that mentions Talga involvement.