Talga Updates and Discussion thread

[cosors]

You also said this:



Talga is not in control of the share price. But Talnode-R was a substantial announcement of new tech that you said would not come. You are moving the goal post here. Would I have hoped for a higher share price now? Of course! Is the new announcement a bit on the week side? Yes, I agree. Still its a first step and you cant blame them for taking first steps. Reality sometimes is at odds with plans. Thats the nature of reality but not an indication of malicious behavior. If they want to use battery black mass from end of life batteries, they need a place to process it. And if they can get an arrangement that doesnt keep them running in circles to get permits again, then this is great!

Thank you for DAH's Post and your clarification.
And I missed that bookmark.)

 

[Trostium]

And yes, perhaps they simply don't want the market to actively compete for these technologies right now, before they are able to commercialize them.
It will be interesting to see how this market develops in the coming years.

 

[curiousmagpie]

You also said this:



Talga is not in control of the share price. But Talnode-R was a substantial announcement of new tech that you said would not come. You are moving the goal post here. Would I have hoped for a higher share price now? Of course! Is the new announcement a bit on the week side? Yes, I agree. Still its a first step and you cant blame them for taking first steps. Reality sometimes is at odds with plans. Thats the nature of reality but not an indication of malicious behavior. If they want to use battery black mass from end of life batteries, they need a place to process it. And if they can get an arrangement that doesnt keep them running in circles to get permits again, then this is great!

I was wrong on the details but it's worse. They DID try and pump the stock with a 2 announcements but no one bought it because it's the same old fluff that has gone nowhere for 10 years. If this nonbinding with mom and pop is the best they could do with a year to prepare then things are worse than I thought. Seriously is that it? The share price is now BELOW price it was trading day before Talnode-R announcement

1) They tried to get the options in the money and failed
OR
2) They weren't trying to get the options in the money. So what is plan? An even more dilutive raise at price much less than $0.55

pick one. neither good

 

[curiousmagpie]

it's a mess

how can any of you be happy with this?

 

[Diogenese]

Keeping an eye on the competition:

Hazer claims battery grade graphite as a byproduct from its hydrogen production from methane::

https://app.sharelinktechnologies.com/announcement/asx/a201b7fc378d3607f5446e3b101447c5

PERTH, AUSTRALIA; 12 AUGUST 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is pleased to announce it has secured national filings for a key patent family protecting its novel electrochemical purification process, offering the potential to produce graphite exceeding 99.9% purity. This innovative process enables Hazer to access high-value markets including lithium-ion battery and other advanced applications.

...

Graphite in Battery Applications & Domestic Supply Imperative
Battery grade synthetic graphite prices have soared to over US$10,000 per tonne, marking a 120% rise from pre-pandemic levels. In comparison, natural graphite remains in the US$800–1,200 per tonne range, though purity issues limit its use in high-performance applications.3 These price dynamics underscore urgent demand for secure, localised supply chains. Major developed economies, including the US and Australia, are prioritising battery component sourcing from domestic or allied nations, highlighting graphite’s strategic importance. Hazer is receiving increasing inbound interest from lithium-ion battery and anode manufacturers, reflecting growing recognition of the potential applications for Hazer graphite in advanced energy storage applications.

Hazer cracks methane into hydrogen and graphite by passing it over hot iron ore.

 

[curiousmagpie]

Graphite in Battery Applications & Domestic Supply Imperative
Battery grade synthetic graphite prices have soared to over US$10,000 per tonne, marking a 120% rise from pre-pandemic levels. In comparison, natural graphite remains in the US$800–1,200 per tonne range

Why are they using figures that look like from 2021 and comparing synthetic CSPG to NG concentrate?

What NG product is selling for US$800–1,200 per tonne? More realistic than Talga's US$4,000 per tonne for ng concentrate at least.

 

[Semmel]

Mark interview on the partnership with UCC (thx rhythm34)

https://d3ocr0urz6zrlt.cloudfront.net/ba493d6d-0622-4841-8d07-823405406dca/vimondio_video_1920x1080_10000.mp4