Media

[TentCity]

Another great interview of Matt Fernley by the Rock Stock team.

Only briefly touches on graphite - but once again, Matt calls it out as the sector he is “most worried about” in terms of supply capability, but at the same time “most excited about” from an investing point of view!

Also, some interesting commentary regarding the shenanigans going on with CATL’s pricing strategy.

 

[beserk]

The CEO of LKAB, a forward and strategical thinker in green transition and the importance of mining, was just recently elected as President of Euromines.

Critical Raw Materials Act: High expectations of the EU mining sector – Euromines

euromines.org

Here is his commentary on the CRM Act we are expecting next week.

...

- beserk

 

[brewm0re]

Silicon anode batteries’ time has (almost) come, as ASX stock shows way — The Australian

Silicon anodes could revolutionise batteries – but only if a serious problem can be solved. An ASX company is leading the charge to do just that.

apple.news

 

[brewm0re]

Talga not mentioned, but interesting to see silicon anode get a write-up in The Australian.

 

[beserk]

Anteo Shares ASX:ADO are 5 cents a pop right now and have like most tech mining stock been on a bit of a downward slope. The high was 40 cents per share more than a year ago. IMO the market cap of 84 million also points to company that has got good ideas but have not realised them fully yet.

 

[TentCity]

Today is the big day where we hear from the launch of the CRM Act - haven’t seen anything posted yet.

But i did see VW has announced a not insignificant $193b investment in EV electrification over the next 5 years. That would buy a few tonnes of Talga anodes

Volkswagen announces five-year $193 billion investment plan as electrification gathers pace

More than two thirds of Volkswagen's planned five-year investment will target "electrification and digitalization."

www.cnbc.com

 

[TentCity]

Gvan just shared this tweet on HC - looks like we have a few more days to wait as they finesse the fine print…..hopefully they are adding a few more zeros to the total support package to be competitive with the IRA

 

[cosors]

Gvan just shared this tweet on HC - looks like we have a few more days to wait as they finesse the fine print…..hopefully they are adding a few more zeros to the total support package to be competitive with the IRA

Thanks for the info!
I have already searched and wondered.
The main thing there is NG on critically classified. Let them take a few days more. Important is that our panel of the court of Umea is not getting nervous because of that.

 

[beserk]

While we with bated breath hang on for the official version of EU Critical Raw Materials Act you can entertain yourself with reading this commentary to the Act and the EU environ it is supposed to regulate. Hopefully by stream lining and speeding up the process over the whole EU for approval for exploration and mining of critical minerals.

Europe’s green dilemma: Mining key minerals without destroying nature

Conservationists are spooked by Brussels’ plans to ramp up mining of critical raw materials, but advocates say it’s needed to hit the bloc’s green goals.

www.politico.eu

Interesting that this european publication choses to illustrate the article with LKABs Kirunavaara Iron ore mine. Certainly the ongoing mining operation over the last 120 years has drastically altered the shape of the mountain and irreversible altered the surrounding natural environment and in addition put a big block in the way of the ancient migratory paths of the reindeer .

It has also forced the good people of Kiruna to relocate to a newly built City Centre, NKC, new Kiruna C, 3 km east of the 120 year old location of Kiruna town.

So in a way the large scale industrial modification of Kirunavaara and environs encapsulates Europes green dilemma.

 

[brewm0re]

Whilst waiting for EU speech on CRM Act and NZIA via twitter, I could see a poster from HC had this link to watch EU, which is now in session live: https://audiovisual.ec.europa.eu/en/ebs/live/1
Click on yellowbox: Watch EbS live
Missed the first 45 minutes, so unsure if Ursula had presented at the opening.

 

[beserk]

And SVT are also pre empting the EU CRM act in this news story that appeared in the morning news bulletin today. SVT chose to illustrate the news story with an interview featuring the Chairman of Talma Sami cooperative standing on the banks of the pristine snow and ice covered Torne river below Nunasvara. In the film clip he picks up a branch covered with renlav, lichen, that the reindeer subside on wintertime.

EU vill öka utvinning av mineraler – kan öka pressen på samebyar

EU-kommissionens rättsakt för hur EU ska bli mer självförsörjande av så kallade kritiska mineraler presenterades nyligen. Men i många fall står gruvdrift mot andra intressen – som i fallet med gruvbolaget Talgas planer att bryta grafit i Talma samebys vinterbetesmarker i Kiruna kommun.

www.svt.se

And he continues to talk about the problem with dust and noise pollution that the mine works will be associated with but conveniently fails to mention that the mine will only be operating summertime.

All in order to give the reindeer peace and quite and unlimited winter time grazing. Summertime the reindeers of Talma graze on the lush alpine mountain meadows close to the lake Torne Träsk, 150 km to the west of Nunasvaara towards the Norwegian border.

 

[beserk]

And here is the presser accompanying and outlining the gist of the speech about the Act.

Critical Raw Materials: ensuring secure and sustainable supply chains for EU's green and digital future

Today, the Commission proposes a comprehensive set of actions to ensure the EU's access to a secure, diversified, affordable and sustainable supply of critical raw materials.

ec.europa.eu

 

[Semmel]

And SVT are also pre empting the EU CRM act in this news story that appeared in the morning news bulletin today. SVT chose to illustrate the news story with an interview featuring the Chairman of Talma Sami cooperative standing on the banks of the pristine snow and ice covered Torne river below Nunasvara. In the film clip he picks up a branch covered with renlav, lichen, that the reindeer subside on wintertime.

EU vill öka utvinning av mineraler – kan öka pressen på samebyar

EU-kommissionens rättsakt för hur EU ska bli mer självförsörjande av så kallade kritiska mineraler presenterades nyligen. Men i många fall står gruvdrift mot andra intressen – som i fallet med gruvbolaget Talgas planer att bryta grafit i Talma samebys vinterbetesmarker i Kiruna kommun.

www.svt.se

And he continues to talk about the problem with dust and noise pollution that the mine works will be associated with but conveniently fails to mention that the mine will only be operating summertime.

All in order to give the reindeer peace and quite and unlimited winter time grazing. Summertime the reindeers of Talma, accompanied graze on the lush alpine meadows mountain close to the lake Torne Träsk, 150 km to the west of Nunasvaara towards the Norwegian border.

Thx. It's this level of dishonesty that makes me want to dismiss sami concerns entirely because you cannot know what concerns are real and which are just brought forward to steer the pot.

 

[beserk]

The accompanying Fact Sheet gives a pretty comprehensive overview of the problem ie shortage of CRMs within EU and vulnerable supply chains. And how the tools proposed in CRM Act will set things straight.

 

[Semmel]

 

[cosors]

Thank you and MT for this info!

This is enormously important! And I think that many Talga retail investors have not perceived how important this is for the next important step after today and the 5th April.
WoW I am excited and will celebrate today and watch The Big Short suitable for the current situation.)

 

[ACinEur]

The accompanying Fact Sheet gives a pretty comprehensive overview of the problem ie shortage of CRMs within EU and vulnerable supply chains. And how the tools proposed in CRM Act will set things straight.

Thx for sharing. IMO this is still too broad and aspirational and open for interpretation at country by country, company by company level. Yes it’s positive for TLG, but it’s not enough of a catalyst to see a re-rate of any kind…which I’m good with as I have a chunk of inbound BHP dividends that I’m planning on using to add to my already overweight TLG position

 

[JNRB]

Thx for sharing. IMO this is still too broad and aspirational and open for interpretation at country by country, company by company level. Yes it’s positive for TLG, but it’s not enough of a catalyst to see a re-rate of any kind…which I’m good with as I have a chunk of inbound BHP dividends that I’m planning on using to add to my already overweight TLG position

I guess for re-rate we'll just have to wait for permit, offtakes, funding.... Fortunately all not too far away.

I topped up this week also. Not cos I thought critical minerals act will cause a rerate, but at least will put a solid floor under the current price.

 

[teilenswert]

Might be interesting for some of you.

 

[WheresTheMonkey]

We got a bit of a write up in the Australian this morning along with other battery players in Europe i.e. Vulcan etc


TALGA GROUP (ASX:TLG)

Graphite, Sweden, $560.78 million

This project developer, which was added to the ASX 300 in early March, is building a European battery materials supply chain with a focus on offering products critical to the green transition.

The company recently raised $40 million through a placement to fund early works at its Vittangi anode project in northern Sweden, which will help fund electric vehicle anode production and commercialisation of its ‘Talnode-Si’ silicon anodes.

Talnode-Si is a composite of graphite, graphene and 50 per cent silicon, which has been designed to boost battery energy capacity when blended with existing commercial graphite anode materials.

The Talnode product has been in development since 2018 at Talga’s facilities in Cambridge, UK, with commercial samples being produced at its pilot facility in Rudolstadt, Germany.

Talga expects to soon finalise its negotiations with European battery maker Automotive Cells Company (ACC), hoping to form a legally binding agreement regarding the supply of graphite anode from Talga’s Vittangi Anode Project in Sweden.

The company is already in talks with other leading global EV manufacturers to secure agreements on supply volumes, which will be crucial in the next phase of the anode producer’s development.