cosors
👀
Thank you for DAH's Post and your clarification.
And I missed that bookmark.)
Talga Updates and Discussion thread
- Thread starter Semmel
- Start date
And I missed that bookmark.)
curiousmagpie
Regular
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
Regular
it's a mess
how can any of you be happy with this?
how can any of you be happy with this?
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.
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
Regular
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
Top 20
Mark interview on the partnership with UCC (thx rhythm34)
Everyone should watch.
References to 'global' have been increasing over the past 2 years.
But this is the first time we have a statement from Mark that global licensing will likely become our core business overtaking production in Sweden.
Im interpreting a bit there from his words and analogy but tell me if you have a different reading.
This is huge.
Has Vittangi potential in Europe gotten smaller? Nope. It's still fuking gigantic. So for MT to say our true value now could come from licensing downstream processing shows how fuking massive that opportunity is.
I remember his answer about licensing always used to be "Oh well not really cos you know we just have the best ore at Vittangi and our stuff is all designed to work with that".
Well it seems in pushing to develop Talnode-R they've figured out how to make their stuff work anywhere.
If they can nail the right model for partnerships and licensing this will turn out to be a fantastic move
"We've realised our downstream processing technology is actually at the core of the company, and that this can expand..."
I don't know why it was said so succinctly in the webinar already. But there we go. Biggest shift IMO since deciding to target anode vs other graphite projects.
I don't know why it was said so succinctly in the webinar already. But there we go. Biggest shift IMO since deciding to target anode vs other graphite projects.
curiousmagpie
Regular
this is a discussion board. why does no one want to discuss this? I want to hear your positions. there must be some silent holders that are disgruntled and agree with me. lets hear it. there must be those that disagree, lets hear your counterpoints
they need cash. likely down to 1Q of cash by the end of the month which means the bank account will be empty by the end of the year
what is the plan?
did they try a pump to get the options in the money, which failed? they had a year to prepare. if this was the plan the best they could do with commercial progress was a nonbinding cooperation agreement with a no name catalytic recycler. I'm sorry but this is woeful. it's embarrassing.
we're they hoping that the mine plan would come through? if that was the whole plan was the only contingency the recycling?
if this wasn't the plan, then what is? your loyalty options expire, thanks for your loyalty but you're on your own. from here, 2 options i see
1) capital raise for working cashflow that dilutes loyal holders even more than the options because at present it will be at best 40c, maybe less. bad outcome
2) they have a big commercial strategic partner ready to go that will inject $100MM+ for a % of the project/company. sounds great but what are the chances of this happening? also if this is ready to go, it means it was held off until after the options expire. thanks again for your loyalty.
I don't want to hear about swedish bureaucracy. Talga has been working under that paradigm for years now, they need to do better within the constraints they have and know about. talk about the real problems, and what is within the company's control. lets hear it. are you not angry? where is the passion?
curiousmagpie
Regular
anyone here?
curiousmagpie
Regular
$4.7MM directors fees and benefits reasonable for what they have delivered for shareholders in the last year?
curiousmagpie
Regular
yes near $10MM of options lapse because they didn’t hit milestones.
“only” $4.7MM in 2024 for the performance they did deliver. is that reasonable?
what about letting the loyalty options lapse and then having to doing a capital raise under 40c when MT said that wouldn’t be needed?. how much pay will they deserve in 2025 for that strategy. another $4.7MM?
teilenswert
Regular
There are certainly many good reasons to view Talga as a poor and risky investment, both retrospectively and for the future, and to be dissatisfied. It is not without reason that the share price is at a level it was already at in 2011 or 2015. This is obviously not solely due to Swedish bureaucracy and the associated endless delays and dilutions. Overpromise and underdeliver has been a constant pattern in the past. In this respect, your criticism will certainly fall on receptive ears.
You rightly say that there are other companies that are certainly more promising than Talga in terms of opportunity and risk. Consequently, I ask myself why you are still invested in Talga at all and wasting your valuable time ranting here about the company, its management, or the conditions in Sweden?
cosors
👀
"ASX Release ASX:TLG//OTCQX:TLGRF
14 October 2025
US grants Talga new graphite patents amid
China’s tightening battery supply chain controls
Battery materials and technology company Talga Group Ltd (“Talga” or “the Company”) announces
that the United States Patent and Trademark Office (“USPTO”) has granted three new patents for its
proprietary graphite-based technologies. This development strengthens Talga’s intellectual property
portfolio for advanced battery anode materials and processes, coinciding with China’s implementation
of stricter export controls on lithium-ion battery graphite materials, technologies and production
equipment, effective 8 th November 2025.
The newly granted patents underscore Talga’s innovation in battery and advanced graphite materials,
positioning the Company to capitalise on growing demand for truly secure, high-performance supply
chains that underpin the energy storage, defense and mobility sectors.
Talga Patents in US
The USPTO has issued a patent for Tanode® -C, Talga’s proprietary graphite battery anode material
developed in-house at the Company’s R & D facilities in the United Kingdom and Europe. This patent
grants Talga exclusive rights to the material and its production technology in the US until 2042, and
follows the application acceptance announced in July 2025 (ASX:TLG 23/07/2025).
Talga has also been granted US patent #12,424,627* covering a method for grinding, spheronising and
coating graphite to produce oblate spheroid particles for battery anodes. This technology offers key
advantages that include:
• Faster lithiation and charge kinetics, improving battery charging speed.
• Higher energy density, enabling more compact batteries.
• Superior low-temperature performance, supporting reliability and safety in cold climates.*
United States Patent #12,434,973 has also been granted for Talga’s unique hydrometallurgical
purification process that produces battery grade graphite from natural or recycled graphite. These
processes, like Talga’s other material and production platforms, are wholly owned and do not rely on
China-based equipment or process technology, reducing dependency on traditional supply chains.
Additionally, US patent #12,398,040 has been granted for a graphene production method utlising a
chemical ‘linker’ to enable substantially dry functionalisation in metal coatings. This innovation delivers
benefits including:
• A ‘drop-in’ ready-mix product that minimises use of toxic solvents, enhancing safety and costs
in handling, transport, welding and disposal.
• Reduced volumes of additivies, lowering overall production cost
• Increased formulation flexibility, allowing for reduced zinc usage without compromising
corrosion resistance
This technology expands Talga’s applications broadly from battery-can and foils into protective coatings
for industries such as infrastructure, automotive and aerospace. Talga has similar protection under the
Madrid Protocol and other intellectual property law globally on these and other patents.
Talga Group MD, Mark Thompson, commented: “These US patents validate our
innovation and strength of graphite material technology in the world’s most dynamic
market. As industrialised society faces a “Graphite Crisis”, our vertical integration and
technology offer a unique 100% controlled alternative for global customers seeking
supply chain security and performance excellence.”
China tightens export controls; US threatens extra 100% China tariffs
This month, China's Ministry of Commerce (MOFCOM) and the General Administration of Customs
announced new export controls on specific lithium battery components and graphite anode materials,
set to take effect on November 8, 2025.
These measures expand upon previous restrictions, such as those on natural graphite implemented in
December 2023, by now including artificial (synthetic) graphite anode materials and blends of artificial
and natural graphite. The controls require exporters to obtain licenses for these items, aiming to
safeguard national security and protect strategic interests in the global supply chain.
The restrictions specifically target graphite-related production technologies and equipment, including
vertical and continuous granulation reactors with capacities of 5m³ or greater, graphitisation equipment
such as box furnaces, Acheson furnaces, internal series furnaces, and continuous graphitisation
furnaces, as well as coating and particle modification equipment.
This builds on China's dominant position in graphite production, where it supplies approximately 99%
of the world's battery-ready graphite and anode production technologies. Most western companies use
Chinese technology and processing equipment in some part of their production (except Talga), so
these export controls are likely to impact global battery supply chains in the near and medium term.
..."
14 October 2025
US grants Talga new graphite patents amid
China’s tightening battery supply chain controls
Battery materials and technology company Talga Group Ltd (“Talga” or “the Company”) announces
that the United States Patent and Trademark Office (“USPTO”) has granted three new patents for its
proprietary graphite-based technologies. This development strengthens Talga’s intellectual property
portfolio for advanced battery anode materials and processes, coinciding with China’s implementation
of stricter export controls on lithium-ion battery graphite materials, technologies and production
equipment, effective 8 th November 2025.
The newly granted patents underscore Talga’s innovation in battery and advanced graphite materials,
positioning the Company to capitalise on growing demand for truly secure, high-performance supply
chains that underpin the energy storage, defense and mobility sectors.
Talga Patents in US
The USPTO has issued a patent for Tanode® -C, Talga’s proprietary graphite battery anode material
developed in-house at the Company’s R & D facilities in the United Kingdom and Europe. This patent
grants Talga exclusive rights to the material and its production technology in the US until 2042, and
follows the application acceptance announced in July 2025 (ASX:TLG 23/07/2025).
Talga has also been granted US patent #12,424,627* covering a method for grinding, spheronising and
coating graphite to produce oblate spheroid particles for battery anodes. This technology offers key
advantages that include:
• Faster lithiation and charge kinetics, improving battery charging speed.
• Higher energy density, enabling more compact batteries.
• Superior low-temperature performance, supporting reliability and safety in cold climates.*
United States Patent #12,434,973 has also been granted for Talga’s unique hydrometallurgical
purification process that produces battery grade graphite from natural or recycled graphite. These
processes, like Talga’s other material and production platforms, are wholly owned and do not rely on
China-based equipment or process technology, reducing dependency on traditional supply chains.
Additionally, US patent #12,398,040 has been granted for a graphene production method utlising a
chemical ‘linker’ to enable substantially dry functionalisation in metal coatings. This innovation delivers
benefits including:
• A ‘drop-in’ ready-mix product that minimises use of toxic solvents, enhancing safety and costs
in handling, transport, welding and disposal.
• Reduced volumes of additivies, lowering overall production cost
• Increased formulation flexibility, allowing for reduced zinc usage without compromising
corrosion resistance
This technology expands Talga’s applications broadly from battery-can and foils into protective coatings
for industries such as infrastructure, automotive and aerospace. Talga has similar protection under the
Madrid Protocol and other intellectual property law globally on these and other patents.
Talga Group MD, Mark Thompson, commented: “These US patents validate our
innovation and strength of graphite material technology in the world’s most dynamic
market. As industrialised society faces a “Graphite Crisis”, our vertical integration and
technology offer a unique 100% controlled alternative for global customers seeking
supply chain security and performance excellence.”
China tightens export controls; US threatens extra 100% China tariffs
This month, China's Ministry of Commerce (MOFCOM) and the General Administration of Customs
announced new export controls on specific lithium battery components and graphite anode materials,
set to take effect on November 8, 2025.
These measures expand upon previous restrictions, such as those on natural graphite implemented in
December 2023, by now including artificial (synthetic) graphite anode materials and blends of artificial
and natural graphite. The controls require exporters to obtain licenses for these items, aiming to
safeguard national security and protect strategic interests in the global supply chain.
The restrictions specifically target graphite-related production technologies and equipment, including
vertical and continuous granulation reactors with capacities of 5m³ or greater, graphitisation equipment
such as box furnaces, Acheson furnaces, internal series furnaces, and continuous graphitisation
furnaces, as well as coating and particle modification equipment.
This builds on China's dominant position in graphite production, where it supplies approximately 99%
of the world's battery-ready graphite and anode production technologies. Most western companies use
Chinese technology and processing equipment in some part of their production (except Talga), so
these export controls are likely to impact global battery supply chains in the near and medium term.
..."
Last edited:
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