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cosors
👀
Fortunately, there is the Commission.
That's just a smoke screen. First they vote for it to send a signal. I think of it as the European industrialized countries falling into a severe recession and that would be the spark for Doomsday worldwide. Then they don't buy cars for a very long time, let alone stocks. They save their money and buy gold.
But that will not happen. It must be voted unanimously. And that is good this time. It's not about riding more bikes, saving some energy, tightening the belt or ICE SUVs, it's about the demise of the industry. Or so I think.
That's just a smoke screen. First they vote for it to send a signal. I think of it as the European industrialized countries falling into a severe recession and that would be the spark for Doomsday worldwide. Then they don't buy cars for a very long time, let alone stocks. They save their money and buy gold.
But that will not happen. It must be voted unanimously. And that is good this time. It's not about riding more bikes, saving some energy, tightening the belt or ICE SUVs, it's about the demise of the industry. Or so I think.
Thanks Semmel, nice summary. A rhetorical question; would you mention that you studied something when the outcome is bad? Same thing about testing graphite anode with sulfide based solid electrolite. Talga is expanding their product range and climbs the value chain; that's for sure. Nice.
Semmel
Top 20
It's good that talga investigates solid state batteries with their product, but it should be seen as a "cover your base" type of activity. There is no indication so far that solid state can be made into a commercially viable product. If it is possible and economically manufacturable and is an improvement over wet electrolytes, (many ifs), talga would benefit from having a foot in the door. Solid state will not dominate the market in the next 10 to 15 years, even if it's viable. So Talga should just be on top of the development in case it does get off the ground but should not put too much into it for the time being.
cosors
👀
A report from 2020 that deals with Lulea's railway corridor says the following (s. 4.6.1):
"The first company to receive land is Talga, which will be allocated 10 hectares. The company intends to mine graphite in Vittangi and then process the material in Luleå. The processed graphite will be used as anode material in batteries. A large part of the production (estimated at 30 %) will be delivered to Northvolt in Skellefteå, where rail transport is possible."
DEVELOPMENT OPPORTUNITIES IN LULEÅS HAMLET AREA WITH NORRBOTNIABANAN IN THE EASTERN RAIL CORRIDOR
This project planning is part of the infrastructure and overall planning for the industrial area and the port.
catdog
Member
Toyota have been working on graphite anode with solid sulfide electrolytes and are hoping to bring them into commercial production by 2025. The're currently cost-prohibitive so they're looking to start with hybrids due to the smaller cell size before rolling out to full EV - https://www.drive.com.au/news/toyota-hybrids-to-adopt-solid-state-battery-tech-by-2025-report/
Highly likely Toyota and Talga are working together on this. Talga's Dr Claudio Capiglia is based in Tokyo and was Toyota's Senior Scientist for Solid State batteries.
<blockquote class="twitter-tweet"><p lang="en" dir="ltr">Error in this slide (title) as Toyota is using <a href="https://twitter.com/hashtag/graphite?src=hash&ref_src=twsrc^tfw">#graphite</a> based hybrid anode in SS, not lithium metal. Like the thread though
</p>— Mark Thompson (@dinosaurman1) <a href="">May 12, 2021</a></blockquote> <script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
cosors
👀
Toyota have been working on graphite anode with solid sulfide electrolytes and are hoping to bring them into commercial production by 2025. The're currently cost-prohibitive so they're looking to start with hybrids due to the smaller cell size before rolling out to full EV - https://www.drive.com.au/news/toyota-hybrids-to-adopt-solid-state-battery-tech-by-2025-report/
Highly likely Toyota and Talga are working together on this. Talga's Dr Claudio Capiglia is based in Tokyo and was Toyota's Senior Scientist for Solid State batteries.
<blockquote class="twitter-tweet"><p lang="en" dir="ltr">Error in this slide (title) as Toyota is using <a href="https://twitter.com/hashtag/graphite?src=hash&ref_src=twsrc^tfw">#graphite</a> based hybrid anode in SS, not lithium metal. Like the thread though
With Japan and Dr Capiglia I thought immediately of the conference. He will speak there: https://imlb2022.org/
Semmel
Top 20
I wouldnt put too much value in the connection with Toyota. They are one of the last car manufacturers to acknowledge that EVs are the future. I'm not sure they are making the right moves to survive past 2025. Betting the existence of your company on solid state batteries to work by 2025 is a good way to become an ex car manufacturer.
cosors
👀
Quite vaguely from memory without a source.
I can still remember that they initially relied 100% on hydrogen. Later they had cooperated with NEL. First BMW was also on hydrogen and later on carbon fiber bodies. We know that hydrogen can and should be a useful niche addition later and in a few years.
If you are right, they have bet twice on a technology they can't control yet instead of building a foundation. But I have to give them credit for being the first with a meaningful sustainable concept. And I agree that they were way ahead of everyone else with their hybrids. Unfortunately, that was stifled by ideological and narrow-minded politics. Only one technology, EVs, can never be the solution.
In our country, the footprint of an EV was and is politically ignored because it's an EV.... main thing is that and only that.
China will be an aggressive monster for the next 2.5-3 years and will do everything to change the market. But the geopolitical situation has changed as Musroom has often pointed out. And I think, people will not buy a Chinese car lightly like before the war. And there will never be only one brand for cars. Tesla is the driving force against which everyone must and wants to measure themselves. I know the fight against it from BRN from another view. Others are not asleep either. Some will go over the edge - survival of the fittest.
GM was never something I was impressed or neither from Ford. The question is how these companies will be "force fed". We will see.
In closing, Japan has now had decades of extremely difficult and unfavorable economic policies. But I exceedingly appreciate their prowess from an engineering standpoint. I just don't like the devotion to the employer and their company policies. All just my thoughts.
I can still remember that they initially relied 100% on hydrogen. Later they had cooperated with NEL. First BMW was also on hydrogen and later on carbon fiber bodies. We know that hydrogen can and should be a useful niche addition later and in a few years.
If you are right, they have bet twice on a technology they can't control yet instead of building a foundation. But I have to give them credit for being the first with a meaningful sustainable concept. And I agree that they were way ahead of everyone else with their hybrids. Unfortunately, that was stifled by ideological and narrow-minded politics. Only one technology, EVs, can never be the solution.
In our country, the footprint of an EV was and is politically ignored because it's an EV.... main thing is that and only that.
China will be an aggressive monster for the next 2.5-3 years and will do everything to change the market. But the geopolitical situation has changed as Musroom has often pointed out. And I think, people will not buy a Chinese car lightly like before the war. And there will never be only one brand for cars. Tesla is the driving force against which everyone must and wants to measure themselves. I know the fight against it from BRN from another view. Others are not asleep either. Some will go over the edge - survival of the fittest.
GM was never something I was impressed or neither from Ford. The question is how these companies will be "force fed". We will see.
In closing, Japan has now had decades of extremely difficult and unfavorable economic policies. But I exceedingly appreciate their prowess from an engineering standpoint. I just don't like the devotion to the employer and their company policies. All just my thoughts.
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Semmel
Top 20
Can you name these lots and lots of reasons?
Semmel
Top 20
So TLG shareholders get swindled by MS to give away their shares for cheap and then it gets pumped? Sounds pretty much like insider trading if you ask me.
Call it whatever you want, it's happening all over the world. It's how they continue to make more money than the rest of us. Hold on to your stock sit back with a pint of fungi and ignore the noise
Sorry all - call me naive, pessimistic or ignorant as i'm still attempting to learn the minutia of the share market, but are we that sure that the SP is being manipulated so heavily? If big fish are gobbling up shares in order to capitalise on the impending share price run, won't that in of itself alter the share price? Isn't that the basic premise of the market - supply and demand - both of product and available shares? Would negatively affecting retail shareholders on forums like HC make that much of a difference?
As for the 2x to 20x the current SP as some have discussed, I presume the biggest catalyst before the brakes are released is the permitting, then by extension, announcements of offtakes?
I am an avid reader of all of these posts and I greatly value the discourse but a part of me just can't wrap my head around the current and expected SP (but i understand the DFS calculations are exceptionally good). Perhaps my inability to understand the above is the reason why. Perhaps i need crayons to help me draw it out...
In summary, TLG is my biggest non blue chip investment in terms of original outlay and been a holder since late 2020. I love the tech, MT, the moat, the resource size and quality, the decarbonisation element, supply /demand metrics, and what the company could be in the future. That's why i invested. However, TLG is lingering at only ~15% appreciation in share price since i've come onboard. This is in stark comparison to my CXO, NVX, VUL, ASN, AZL, BRN are all multiple bags in the same amount of time (or less) and now worth more than my TLG investment despite the lesser original investment. Perhaps it is the opportunity cost of having my largest allocation of money that is colouring my viewpoint. Regardless, I believe in TLG and will be holding for many years to come (hopefully with the above playing out as many of you have outlined so well). Thank you all again for your contribution and indulging me in my rant.
As for the 2x to 20x the current SP as some have discussed, I presume the biggest catalyst before the brakes are released is the permitting, then by extension, announcements of offtakes?
I am an avid reader of all of these posts and I greatly value the discourse but a part of me just can't wrap my head around the current and expected SP (but i understand the DFS calculations are exceptionally good). Perhaps my inability to understand the above is the reason why. Perhaps i need crayons to help me draw it out...
In summary, TLG is my biggest non blue chip investment in terms of original outlay and been a holder since late 2020. I love the tech, MT, the moat, the resource size and quality, the decarbonisation element, supply /demand metrics, and what the company could be in the future. That's why i invested. However, TLG is lingering at only ~15% appreciation in share price since i've come onboard. This is in stark comparison to my CXO, NVX, VUL, ASN, AZL, BRN are all multiple bags in the same amount of time (or less) and now worth more than my TLG investment despite the lesser original investment. Perhaps it is the opportunity cost of having my largest allocation of money that is colouring my viewpoint. Regardless, I believe in TLG and will be holding for many years to come (hopefully with the above playing out as many of you have outlined so well). Thank you all again for your contribution and indulging me in my rant.
Semmel
Top 20
While I agree that there was/is manipulation by at least beach, we don't know who is behind him or if he is doing it out of spite because he for some reason hates TLG. The line of reasoning to attribute this to Morgan Stanley and Goldman Sachs is pretty much conspiracy theory reasoning. I'm not defending them in any way, I'm sure they do lots of shady business. But the way you describe it is just a collection of random circumstances. You could 'prove' anything you like with that.
cosors
👀
I have waited a long time for a first article in German. Now it comes from an unexpected direction and I found it on a private page of a journalist who seems to be closely connected with the Sami and nature conservation and Germany and Lulea/Sweden.
Of course, she can not know as many details about our sustainability as we do, therefore I find the view from the outside and the perception interesting. And it confirms what I have already noticed, it is very quiet around us.
This is because there are far more arguments in favor of the project and there are also more arguments that invalidate or defuse counter-arguments and some workers of Talga AB have taken the job exactly because of environmental reasons, as we know from other articles (e.g. first post in this thread). With them, they can talk they are of one mind.
Of course, compensation, environmentally friendly processes and recreation will not be discussed because of the brevity. Perhaps it is also due to a basic skepticism that needs time to dissipate. It has been hammered in for far too long that mining cannot be environmentally friendly and it has rarely been looked at as a whole. I am patient and look it up. It's good if the awareness slowly increases and they come to the open day curious. Better than to be flatly against it.
Too few know about sustainable mining because it is new, also for us. I read how two argued and one accused the other that her image of mining is a hundred years old and has nothing to do with what is coming in Sweden. It takes time for the image to become accepted and the skesis to decrease. But I'm deeply relaxed.
We all know that Talga is doing the right thing for our planet and anyone who hinders it is not fighting for our planet but for its own interests.
Since it is in German and actually not new for us in it, I post it here only as a link: https://polarkreisportal.de/graphit-aus-vittangi-die-bessere-alternative-fuer-batterien ..."Protest against the mine restrained so far"
Of course, she can not know as many details about our sustainability as we do, therefore I find the view from the outside and the perception interesting. And it confirms what I have already noticed, it is very quiet around us.
This is because there are far more arguments in favor of the project and there are also more arguments that invalidate or defuse counter-arguments and some workers of Talga AB have taken the job exactly because of environmental reasons, as we know from other articles (e.g. first post in this thread). With them, they can talk they are of one mind.
Of course, compensation, environmentally friendly processes and recreation will not be discussed because of the brevity. Perhaps it is also due to a basic skepticism that needs time to dissipate. It has been hammered in for far too long that mining cannot be environmentally friendly and it has rarely been looked at as a whole. I am patient and look it up. It's good if the awareness slowly increases and they come to the open day curious. Better than to be flatly against it.
Too few know about sustainable mining because it is new, also for us. I read how two argued and one accused the other that her image of mining is a hundred years old and has nothing to do with what is coming in Sweden. It takes time for the image to become accepted and the skesis to decrease. But I'm deeply relaxed.
We all know that Talga is doing the right thing for our planet and anyone who hinders it is not fighting for our planet but for its own interests.
Since it is in German and actually not new for us in it, I post it here only as a link: https://polarkreisportal.de/graphit-aus-vittangi-die-bessere-alternative-fuer-batterien ..."Protest against the mine restrained so far"