@Tezza, Talga have a fantastic mine resource, possibly even the best in the world, especially when considering concentration and ease to cleanly extract the graphite.
So graphite mining will give them immediate revenue and they have a roadmap to ensure future revenue.
What I really like about Talga is that their specific type of natural graphite lends itself very well to turning into Graphene by Talga’s proprietary, and once again clean/green, processes. And unlike many Australian resource companies that stupidly sell the stuff they dig from the ground, Talga have plans to add value and secondary and tertiary process their graphite.
There is immediate money in graphite, but the big bucks will be in Graphene, a substance that I believe will find a plethora of uses in the future. Such as Talga’s own Talnode-Si product that overcomes the problems of using Si in the anode by adding Graphene and hence delivering a safer battery with higher charge density. Talga are now fast-tracking this development.
I don‘t particularly like graphite being used in lithium ion batteries, it does nothing to prevent the batteries catching fire. In fact it is tendrils that grow from the graphite interface that cause the fires. Using Graphene WILL produce batteries that don’t explode! Solid state batteries will also be less prone to explode.
Add to this the fact that Talga have a well defined technology roadmap, combined with a market in Europe screaming out for green, locally produced graphite, Graphene and anodes. They are already winning supply agreements.
