cosors
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Interesting! TEK and B&B build the same rim. But your link is probably more reliable!Per my post on the Media page...
Company does wheels for the VAG group.
The pictured one by MT gets used with Audi and Porsche.
Porsche - harrr
Interesting! TEK and B&B build the same rim. But your link is probably more reliable!Per my post on the Media page...
Company does wheels for the VAG group.
The pictured one by MT gets used with Audi and Porsche.
I have some great news for all of usI have now seen 17 Teslas on a short walk and not a single Chinese EV.
I have some great news for all of us
95% of Electric Vehicles are still on the road
5% made it to Home
QR is out and no other Ann, guess there goes THAT ideaStarting a new speculation bubble... With Marks new tweet and the QR being apparently late ... I think/hope something is cooking and they try to push it out before the QR, in order to include it into the QR. Would be fantastic!
Anyway, on the content of the tweet.. Again a reference to long pants .. i.e. not shorts. I think for thous that assume shorts have unholy power over the shareprice, this could be interpreted as Mark telling the shorts to get out before its too late. Doesnt look like it has happened but lets see.
On the Government buildings.. we might as well assume something to do with grants or permits might be happening soon. Lets see.. very exciting!
I think before you could have financing discussions, you'd need to do a feasibility study that explored the economics of manufacture. Mark mentioned that they were going to do one in a previous webinar, but didn't mention it in this webinar. In the same way that Mark mentioned that they made an announcement about the lithium deposit because they were required to, it seems like if they had completed the feasibility study, they'd be required to announce it.Lets have some speculation on what is going on with Talnode Si? From the latest tweets and from the webinar, it appears that something is cooking. They seem to have at least one customer and it appears to be Audi or Porsche. Porsche would make more sense in my opinion, but who knows? In any case, they seem to be holding off on an Announcement until they have the financing secure. I actually like that because all too often in the past did we have non-binding agreements that just fizzled out without results. This time it seems to be more serious. We might get hit with a sledge hammer of an announcement when the financing is finished. Which means, financing might be part of the deal. So they might have come to an agreement that the customer wants the product and are now in negotiation how this can be arranged. Of course, the deal can still fall through due to financial issues but... speculating on that, maybe there is some up-front financing by the customer in exchange for part of the project and/or grand applications running. I have no experience but if its the customer only, it would probably be a few weeks. If its a grand application this is probably a few months. Does anyone know how long something like that typically takes? To summarize my random babbling:
Assumption:
* Talga has come to an agreement with a customer on Talnode-Si, which includes volume and location, maybe timelines
* Financing is not yet finished
Questions:
* Approximately how long do grant applications take? Minimum 2 months?
* Approximately how long do negotiations on project financing with a customer take? I guess at least a few weeks to establish the legal wording and probably a few weeks more to come to an agreement in the first place. So 4 weeks at a minimum?
* Approximately how long does to take to negotiate the loan component of such a project with a number of banks? Weeks? Months? No idea.
Lets say this doesnt end up buried because parties cant agree on something, are we looking at some announcement towards the end of March? April?
I think before you could have financing discussions, you'd need to do a feasibility study that explored the economics of manufacture. Mark mentioned that they were going to do one in a previous webinar, but didn't mention it in this webinar. In the same way that Mark mentioned that they made an announcement about the lithium deposit because they were required to, it seems like if they had completed the feasibility study, they'd be required to announce it.
Thanks! I missed that Mark had made those statements during the webinar.I think the feasibility study is substantially complete
In the webinar Mark says "It's at a very very advanced stage. Feasibility work...its's at a very advanced stage. We just don't want to bring too much out on it until the customers are also there at the same time as the financing"
Whether they have to release what they have under continuous disclosure rules can be a bit of a grey area. These things can easily get held back without key pieces of information, and it is up to the company to decide what this is. "waiting for the customers to be there" could mean they might need more customer pricing validation before being able to be sure the figure going into the model is robust enough to release to market. At least that's what they could say as a reason to delay announcing.
Commercial reality of these things is that any study that has many inputs is almost entirely at the company's discretion of when to put it out to market, unlike say assay results that require minimal interpretation and need to be put out asap as there's no plausible excuse not to.
The market has probably had enough announcements of MOUs and LOIs to shrug off a half baked Tal-Si announcement. Next one needs to be the real deal to get some traction.
A couple of Ferrari related tweets over the past 24-48hrs...Lets have some speculation on what is going on with Talnode Si? From the latest tweets and from the webinar, it appears that something is cooking. They seem to have at least one customer and it appears to be Audi or Porsche. Porsche would make more sense in my opinion, but who knows? In any case, they seem to be holding off on an Announcement until they have the financing secure. I actually like that because all too often in the past did we have non-binding agreements that just fizzled out without results. This time it seems to be more serious. We might get hit with a sledge hammer of an announcement when the financing is finished. Which means, financing might be part of the deal. So they might have come to an agreement that the customer wants the product and are now in negotiation how this can be arranged. Of course, the deal can still fall through due to financial issues but... speculating on that, maybe there is some up-front financing by the customer in exchange for part of the project and/or grand applications running. I have no experience but if its the customer only, it would probably be a few weeks. If its a grand application this is probably a few months. Does anyone know how long something like that typically takes? To summarize my random babbling:
Assumption:
* Talga has come to an agreement with a customer on Talnode-Si, which includes volume and location, maybe timelines
* Financing is not yet finished
Questions:
* Approximately how long do grant applications take? Minimum 2 months?
* Approximately how long do negotiations on project financing with a customer take? I guess at least a few weeks to establish the legal wording and probably a few weeks more to come to an agreement in the first place. So 4 weeks at a minimum?
* Approximately how long does to take to negotiate the loan component of such a project with a number of banks? Weeks? Months? No idea.
Lets say this doesnt end up buried because parties cant agree on something, are we looking at some announcement towards the end of March? April?
Many thanks to @MonkeymandanDoes anyone know Talga’s case number in the Swedish court ?