The Talga Bar

Welcome to TSE @Pharvest :) about time you end up here ;) anyhow.. if you want to post a lot of Twitter links that are sort of related to Talga due to the industry environment but not directly mentioning Talga, we probably need another thread for that. Would it fit you if I set something up for you or do you want to do it your self? Currently we dont have a place to discuss general battery market news, so it's a good opportunity to grow that aspect :)

Also, the first drink is on the house, what do you want?
977B8356-06B2-4E64-B097-76D3EAC012C7.jpeg

Greetings from my private Hell Hole😀
I’ll have a mojito 😀
 
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Duuuude....! mucho wantoo!
You have no idea of the daily deprivation I am enduring

1) wake up jump in private pool in photo
2) have breakfast at the resort
3) jump in pool again
4) read
5) go have a shoulder, neck and head massage 1 hour
6) lunch on the beach in the photo and have at least 2 mojito
7) jump in pool again
6) go to dinner
7) bedtime

8) Repeat 😀

Lots of Germans here by the way 🇩🇪
 
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Semmel

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You have no idea of the daily deprivation I am enduring

1) wake up jump in private pool in photo
2) have breakfast at the resort
3) jump in pool again
4) read
5) go have a shoulder, neck and head massage 1 hour
6) lunch on the beach in the photo and have at least 2 mojito
7) jump in pool again
6) go to dinner
7) bedtime

8) Repeat 😀

Lots of Germans here by the way 🇩🇪

There is no envy emoji 🤣 where is that?
 
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Pharvest

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Welcome to TSE @Pharvest :) about time you end up here ;) anyhow.. if you want to post a lot of Twitter links that are sort of related to Talga due to the industry environment but not directly mentioning Talga, we probably need another thread for that. Would it fit you if I set something up for you or do you want to do it your self? Currently we dont have a place to discuss general battery market news, so it's a good opportunity to grow that aspect :)

Also, the first drink is on the house, what do you want?
All good mate, just finding my feet here.. won't post any tweets here. I'll just duck in here if I have something to say.
 
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Pharvest

Regular
I find it interesting that Mark is in Germany already. The mine visit by the court is on September 20th, and Mark has been in Germany since at least 14th. It always takes a few say to get rid of the Jetlag from Australia, but there also must be some business for him to do here. I wonder what that is. There is something going on with the EU and raw materials, but I am not aware this would require Marks attendance.

In general, I like him being here and just be around Talgas facilities. And even if it's only this, just being here and show your face and talk to employees, that's good already.

Though i sort of wonder if there is more to it as well. Lots of potential customers in Germany.
Mate there's more to it for sure. Why is Alex Dook the company's communications coordinator over there? He wouldn't be there unless they've got something to say, and soon.. all in my own opinion.
 
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TentCity

Regular
Mate there's more to it for sure. Why is Alex Dook the company's communications coordinator over there? He wouldn't be there unless they've got something to say, and soon.. all in my own opinion.
I suspect it is linked to the recent announcement by the EU Commision, with President Von der Leylen announcing the introduction of the European Raw Materials Act.

The EU Commision may have been seeking input/advice on which projects are of key strategic nature and could be prioritised in terms of permit support and EU funding.

We only need to go back to 2020, when the Swedish Geologic Survey designated Talga’s Vittangi graphite project a mineral deposit of national interest. It remains by far Europe’s largest and highest grade graphite deposit.

I wonder if there could be some early announcements by the EU for projects like Talga’s as being suitable for support so they can prove they are acting with haste to reduce EU’s dependence on Russian energy.


Would be a beautiful 1-2 punch by Talga having a successful court site visit next week along with a statement of support from the EU to fast track and potentially co-fund the project! That would justify having our Comms Director traveling to Brussels to write up such an announcement!
 
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cosors

👀
I find it interesting that Mark is in Germany already. The mine visit by the court is on September 20th, and Mark has been in Germany since at least 14th. It always takes a few say to get rid of the Jetlag from Australia, but there also must be some business for him to do here. I wonder what that is. There is something going on with the EU and raw materials, but I am not aware this would require Marks attendance.

In general, I like him being here and just be around Talgas facilities. And even if it's only this, just being here and show your face and talk to employees, that's good already.

Though i sort of wonder if there is more to it as well. Lots of potential customers in Germany.
Maybe that's why MT was/is in Europe. It took place ~3h by car from Rudolstadt (12/13 September 2022):

For you Australians: the presidency of the Council changes regularly from one EU country to the next. Now it's the Czech Republic's turn. They act on behalf of the entire EU.
And they certainly have the greatest interest in making good use of their time and setting the right course. They have many raw materials including lithium (European Metals Holdings ~50% rest Czech - ASX).

"Czech Presidency Conference “Raw Materials Security of Europe“​

Fri, 2022-09-16 11:51

Czech Presidency Conference “Raw Materials Security of Europe“ was organized this week in Prague. The aim of the official Presidency conference was to discuss with high-level representatives of EU member states, cooperating/neighbouring countries and potential member states (Norway, Serbia, Albania, Northern Macedonia, Bosnia and Herzegovina, Ukraine) the future direction of European raw materials policy with the main focus on critical raw materials. The main goal was to moderate a discussion on how to strengthen the raw materials security and self-sufficiency of the EU, resp. the whole continent.
The first session was opened by the Czech Minister of Industry and Trade H.E. Mr Jozef Síkela who highlighted three main topics:
  1. The EU cannot strengthen its raw material security without close cooperation with neighbouring countries that still have, from the European perspective, solid mineral reserves.
  2. We call on the European Commission to consider an EU-wide system of strategic reserves of those mineral commodities on whose imports the EU is most dependent and for which a possible interruption in supply could lead to a direct threat to the continent's raw material security.
  3. We believe that the EU needs a new generation of geological exploration of its own territory. The continent's raw material security cannot be strengthened without sustainable domestic production of at least some of the raw materials the EU consumes.
HYN23461s%20web.jpg

Vice-President of the EC, Interinstitutional Relations and Foresight Maroš Šefčovič, in his keynote speech, highlighted: "With raw materials becoming the world's most sought-after commodities due to their fundamental role across our economies and societies, we must throw all our weight into secure and sustainable access of raw materials.” And Mr Šefčovič concluded: “This huge of a task can only be achieved through a European response, joint efforts and cooperation, involving the Member States, industry, environmental groups, financial institutions, and other stakeholders".
Just ahead of the official launch of the EU Critical Raw Materials Act, commissioner Thierry Breton stressed: "We must establish very quickly an EU-wide network to better understand our needs and risks and build better supply chains".
In her video message H.E. Agnès Pannier-Runacher, Minister for Energy Transition of France stressed: "We must recapture our mining power through better information about our resource endowment. We must invest in everything-extraction, refining, recycling and reuse and become the leaders in Responsible Mining if we don't do it others will do it for us."
IMG_1346s%20web.jpg

The industry view was presented by the forthcoming president of Euromines Jan Moström, LKAB President and CEO. In his speech, Jan Moström highlighted “Domestic mining and production make Europe less dependent on imports, increase value-added and improve the sustainability of EU supply chains.”
Kye interventions were done by the Ukrainian minister H.E. Ruslan Strilets, Minister of Environmental Protection and Natural Resources and Romanian Minister H.E. Florin Marian Spătaru, Minister of Economy.
The full conference programme is available here.
The final conference session was opened by Chris Heron, Communication & Public Affairs Director of Eurometaux presenting the recently published study "Metals for Clean Energy: Pathways to solving Europe’s raw materials challenge". The biggest part of the third session was dedicated to the contributions of the member states. In the end, the conference conclusions were officially presented.
Read the Conference conclusions here.
Conference Speaker – short biographies."
https://euromines.org/news/czech-presidency-conference-raw-materials-security-of-europe


I found it through Euromines. They co-moderated. Maybe you remember we are members of Euromines and they have just visited us on site.
https://thestockexchange.com.au/threads/ressource-and-mining-technology.31383/post-96801
https://thestockexchange.com.au/threads/sweden-home-of-tlgs-graphite-mine-s.31382/post-94820



Look at the agenda. https://euromines.org/files/cz_pres_conf_agenda_09_09_2022_final.pdf
We are very well represented there e.g. EIT. Also DG Grow has a member talked to MT and the Commission. Or LKAB was also talking. If I wanted to shake hands as a CEO I would do it there. Especially when you read the bold sentence below:

"Conclusions
Participants of the conference "Raw Materials Security of Europe", held within CZ PRES on 12 September 2022 agreed on the importance to highlight:
Minerals are vital to many industries even more so for the energy transition.
Europe is a significant consumer of mineral raw materials, but often, not a significant producer.
Member states encourage the extraction of minerals in their countries.
The EU must cooperate with close neighbours – such as the UK, Norway, the Western Balkan countries, North Africa, Island, Turkey and Ukraine – and diversify, both through stronger partnerships with like-minded partners and via its Global Gateway programme in developing regions.
We strengthen our raw material security quickly by creating an EU strategic stockpile system that will protect the continent from the risk of blackmail by some of Europe's strategic raw material suppliers.
We reduce import dependency in the medium term, through a new programme of modern geological exploration in Europe funded from European resources. In the next 15 years, we must secure new primary supplies for clean energy value chains.
Suitable EU financial support is allocated urgently to enable Projects of Common Interest.
Strategic metals and minerals need streamlined permitting procedures and access to finance.
Competitiveness and predictability are key to long-term sustainable raw material supply.
The guidance for permitting renewable energy projects introduces the concept of overriding public interest, which can be easily adapted to the concept of key strategic mining projects.
Heavy import dependency risks overexposure to single suppliers and inferior regulatory regimes. European states promote awareness that mineral resources are essential to everyone, especially among the younger generation and develop concomitant skills and education programmes.
The EU takes ambitious action to develop recycling capacity and overall Circular Economy ready for Europe's first generation of clean energy technologies reaching end-of-life from 2035.
In order to maintain the competitiveness of the mining industry within the EU and the industrial sector as such, it is necessary to urgently address the problem of high energy prices and limited energy availability."
https://euromines.org/files/cz_pres_conf_conclusions_09_09_2022_final.pdf

They have set their sights high. But never has it been more urgent. If I had been MT and had the opportunity to be there like the other CEOs I would have been there at that time.

Unfortunately, I can't see his distinctive bald head anywhere, not even on the guest chairs.
1663348126149.png

But who knows. The accompanying programme shows that there would have been many opportunities to talk and socialise. But maybe it's nonsense.

 
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Semmel

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Maybe that's why MT was/is in Europe. It took place ~3h by car from Rudolstadt (12/13 September 2022:

For you Australians: the presidency of the Council changes regularly from one EU country to the next. Now it's the Czech Republic's turn. They act on behalf of the entire EU.
And they certainly have the greatest interest in making good use of their time and setting the right course. They have many raw materials including lithium.

"Czech Presidency Conference “Raw Materials Security of Europe“​

Fri, 2022-09-16 11:51

Czech Presidency Conference “Raw Materials Security of Europe“ was organized this week in Prague. The aim of the official Presidency conference was to discuss with high-level representatives of EU member states, cooperating/neighbouring countries and potential member states (Norway, Serbia, Albania, Northern Macedonia, Bosnia and Herzegovina, Ukraine) the future direction of European raw materials policy with the main focus on critical raw materials. The main goal was to moderate a discussion on how to strengthen the raw materials security and self-sufficiency of the EU, resp. the whole continent.
The first session was opened by the Czech Minister of Industry and Trade H.E. Mr Jozef Síkela who highlighted three main topics:
  1. The EU cannot strengthen its raw material security without close cooperation with neighbouring countries that still have, from the European perspective, solid mineral reserves.
  2. We call on the European Commission to consider an EU-wide system of strategic reserves of those mineral commodities on whose imports the EU is most dependent and for which a possible interruption in supply could lead to a direct threat to the continent's raw material security.
  3. We believe that the EU needs a new generation of geological exploration of its own territory. The continent's raw material security cannot be strengthened without sustainable domestic production of at least some of the raw materials the EU consumes.
HYN23461s%20web.jpg

Vice-President of the EC, Interinstitutional Relations and Foresight Maroš Šefčovič, in his keynote speech, highlighted: "With raw materials becoming the world's most sought-after commodities due to their fundamental role across our economies and societies, we must throw all our weight into secure and sustainable access of raw materials.” And Mr Šefčovič concluded: “This huge of a task can only be achieved through a European response, joint efforts and cooperation, involving the Member States, industry, environmental groups, financial institutions, and other stakeholders".
Just ahead of the official launch of the EU Critical Raw Materials Act, commissioner Thierry Breton stressed: "We must establish very quickly an EU-wide network to better understand our needs and risks and build better supply chains".
In her video message H.E. Agnès Pannier-Runacher, Minister for Energy Transition of France stressed: "We must recapture our mining power through better information about our resource endowment. We must invest in everything-extraction, refining, recycling and reuse and become the leaders in Responsible Mining if we don't do it others will do it for us."
IMG_1346s%20web.jpg

The industry view was presented by the forthcoming president of Euromines Jan Moström, LKAB President and CEO. In his speech, Jan Moström highlighted “Domestic mining and production make Europe less dependent on imports, increase value-added and improve the sustainability of EU supply chains.”
Kye interventions were done by the Ukrainian minister H.E. Ruslan Strilets, Minister of Environmental Protection and Natural Resources and Romanian Minister H.E. Florin Marian Spătaru, Minister of Economy.
The full conference programme is available here.
The final conference session was opened by Chris Heron, Communication & Public Affairs Director of Eurometaux presenting the recently published study "Metals for Clean Energy: Pathways to solving Europe’s raw materials challenge". The biggest part of the third session was dedicated to the contributions of the member states. In the end, the conference conclusions were officially presented.
Read the Conference conclusions here.
Conference Speaker – short biographies."
https://euromines.org/news/czech-presidency-conference-raw-materials-security-of-europe


I found it through Euromines. They co-moderated. Maybe you remember we are members of Euromines and they have just visited us on site.
https://thestockexchange.com.au/threads/ressource-and-mining-technology.31383/post-96801
https://thestockexchange.com.au/threads/sweden-home-of-tlgs-graphite-mine-s.31382/post-94820



Look at the agenda. https://euromines.org/files/cz_pres_conf_agenda_09_09_2022_final.pdf
We are very well represented there e.g. EIT. Also DG Grow has a member talked to MT and the Commission. Or LKAB was also talking. If I wanted to shake hands as a CEO I would do it there. Especially when you read the bold sentence below:

"Conclusions
Participants of the conference "Raw Materials Security of Europe", held within CZ PRES on 12 September 2022 agreed on the importance to highlight:
Minerals are vital to many industries even more so for the energy transition.
Europe is a significant consumer of mineral raw materials, but often, not a significant producer.
Member states encourage the extraction of minerals in their countries.
The EU must cooperate with close neighbours – such as the UK, Norway, the Western Balkan countries, North Africa, Island, Turkey and Ukraine – and diversify, both through stronger partnerships with like-minded partners and via its Global Gateway programme in developing regions.
We strengthen our raw material security quickly by creating an EU strategic stockpile system that will protect the continent from the risk of blackmail by some of Europe's strategic raw material suppliers.
We reduce import dependency in the medium term, through a new programme of modern geological exploration in Europe funded from European resources. In the next 15 years, we must secure new primary supplies for clean energy value chains.
Suitable EU financial support is allocated urgently to enable Projects of Common Interest.
Strategic metals and minerals need streamlined permitting procedures and access to finance.
Competitiveness and predictability are key to long-term sustainable raw material supply.
The guidance for permitting renewable energy projects introduces the concept of overriding public interest, which can be easily adapted to the concept of key strategic mining projects.
Heavy import dependency risks overexposure to single suppliers and inferior regulatory regimes. European states promote awareness that mineral resources are essential to everyone, especially among the younger generation and develop concomitant skills and education programmes.
The EU takes ambitious action to develop recycling capacity and overall Circular Economy ready for Europe's first generation of clean energy technologies reaching end-of-life from 2035.
In order to maintain the competitiveness of the mining industry within the EU and the industrial sector as such, it is necessary to urgently address the problem of high energy prices and limited energy availability."
https://euromines.org/files/cz_pres_conf_conclusions_09_09_2022_final.pdf

They have set their sights high. But never has it been more urgent. If I had been MT and had the opportunity to be there like the other CEOs I would have been there at that time.

Unfortunately, I can't see his distinctive bald head anywhere, not even on the guest chairs.
View attachment 16764
But who knows. The accompanying programme shows that there would have been many opportunities to talk and socialise. But maybe it's nonsense.


That is a seriously impressive amount of tea leave reading! 😂👍 Makes just enough sense to be possible 🤯
 
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cosors

👀
That is a seriously impressive amount of tea leave reading! 😂👍 Makes just enough sense to be possible 🤯
Ultimately, it is a very good sign and points in the direction that is necessary and if MT was there or not. I would have been there. And suspected 🔥🤘
 
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cosors

👀
I suspect it is linked to the recent announcement by the EU Commision, with President Von der Leylen announcing the introduction of the European Raw Materials Act.

The EU Commision may have been seeking input/advice on which projects are of key strategic nature and could be prioritised in terms of permit support and EU funding.

We only need to go back to 2020, when the Swedish Geologic Survey designated Talga’s Vittangi graphite project a mineral deposit of national interest. It remains by far Europe’s largest and highest grade graphite deposit.

I wonder if there could be some early announcements by the EU for projects like Talga’s as being suitable for support so they can prove they are acting with haste to reduce EU’s dependence on Russian energy.


Would be a beautiful 1-2 punch by Talga having a successful court site visit next week along with a statement of support from the EU to fast track and potentially co-fund the project! That would justify having our Comms Director traveling to Brussels to write up such an announcement!
Same thought at the same time 😉
 
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Vigdorian

Regular
Koh Phangan in the Gulf of Thailand. Next door to Koh Samui
I remember staying there at an incredible place called santhiya resorts , the only problem at the time was the full moon party was at the bottom of the mountain and on the other end of the island …
 
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cosors

👀
Koh Phangan in the Gulf of Thailand. Next door to Koh Samui
I love such puzzles 🧐
The position of the sun tells me you've picked a really gorgeous resort ;)🌴🏖️
I'm not sure of the apartment but probably ..6 close to the reception. I'm looking at the menu of the S. B. and I'm getting hungry! A dream place a paradise I haven't seen such a beautiful resort for a long time 🤗
I'll keep your brilliant discovery in mind - maybe someday I will be able to...
Enjoy the time and the massage!

___
The beef comes from Australia!
I can't decide on the menu. I think I would take one of Thailand's Inspiration, one of the Curry Elements and one of the Stir Fried Elements. And then tomorrow from the first page and from the oven and grill.
I think I'll go for Thai today!
___
From the bar around the corner 😂🍹
kp.png
 
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cosors

👀
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PeeDeePee

Emerged
Koh Phangan in the Gulf of Thailand. Next door to Koh Samui
Hey Monkey, I too am presently in Thailand, although the view from my balcony overlooking the Mekong River in Nong Khai, is no where as impressive as yours in Samui.
And I don't know if you're suffering from the same graphitic problem as I am, but I've had to resort to buying Kamagra, in order to ensure that I have more lead in my pencil. My tour guide is insatiable ! PDP
 
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Semmel

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Keep some of the good stuff for when we get permits. I'll join you in Berlin to get unreasonably drunk.

Lets have a Permit Party in Berlin when it finally happens :)
 
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Affenhorst

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Semmel

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Do we get to go around in your Model Y?

If Tesla can make it before then, sure :) They keep delaying my preferred paint choice. Still only producing black and white models. I want a red one, and Im not going for a China import, which would be the other option. Need a bit of luck ;)
 
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