When the customers are queuing up at your door ...
Mercedes, Talga and Akida... The stars are aligning
Yes. It could trigger a bit of FOMO among other EV makers - even our German neighbour Tesla?
not the partner i had thought the first contract would go, i e. NV or Tesla, but very nice development indeed also, the 14% jump today morning were done with only 400k shares traded. Super low volume again for such an event. Looking to open my bottle of Don Papa Rum next week at 2€/3AUD per share 
Probably not going to happen with this market but anyway, 
Keep some of the good stuff for when we get permits. I'll join you in Berlin to getVery cool
It is also good that it will result in a binding contract in November. Farasis seems to be out of the race. Now I wonder why MB are the first and what about NV/VW and why they didn't strike sooner.
did you 1000 Km per chargeFor me, this is warmly welcome news
Maybe it is because of the failed plan with Farasis and MB's action plan. I also wonder how Talga is dividing up the crowd and giving priority to whom and how and if there is such a thing as reservations. This further builds significance for the approval process. Now it is factual that the need is there. Maybe also a reason for this announcement and strategy.
@Monkeymandan I had also wondered about that with the advance announcement and I wonder if that is usual or unusual. Maybe it's to send a signal because it's often oversubscribed. So to those who are interested, don't wait, it starts now and those who want to have something must hurry. MB is in a particular hurry because of Farasis and the factory building disaster. Will there be more offtake announcements until the amount on paper is used up? And you're right about the very interesting info about ramp up from 2023. Maybe my assumption is correct that the EVA has exactly one third of the capacity of the planned factory. It also sends a strong signal to Sweden to hurry up if the value chain is to stay in the country.
Quite a weird thought, was this non binding announcement a response to yesterday's strong drop on no news? In any case, today we got what some didn't expect before the permits.
In any case, I'm happy with @JoMo68 My two favourite companies united in one brand - brilliant
Whatever the strategy, it’s sure to be a big wake up call for those umpteen other battery makers and OEM’s who are in qualification. Only 40% of Vittangi product left up for grabs years 1-5. Best get in quick!For me, this is warmly welcome news
Maybe it is because of the failed plan with Farasis and MB's action plan. I also wonder how Talga is dividing up the crowd and giving priority to whom and how and if there is such a thing as reservations. This further builds significance for the approval process. Now it is factual that the need is there. Maybe also a reason for this announcement and strategy.
@Monkeymandan I had also wondered about that with the advance announcement and I wonder if that is usual or unusual. Maybe it's to send a signal because it's often oversubscribed. So to those who are interested, don't wait, it starts now and those who want to have something must hurry. MB is in a particular hurry because of Farasis and the factory building disaster. Will there be more offtake announcements until the amount on paper is used up? And you're right about the very interesting info about ramp up from 2023. Maybe my assumption is correct that the EVA has exactly one third of the capacity of the planned factory. It also sends a strong signal to Sweden to hurry up if the value chain is to stay in the country. And you are also right that it is an important signal for the banks and financing.
Quite a weird thought, was this non binding announcement a response to yesterday's strong drop on no news? In any case, today we got what some didn't expect before the permits.
In any case, I'm happy with @JoMo68 My two favourite companies united in one brand - brilliant
I think the 40% figure is not really correct.
: 120kt that we are allowed to mine and conservatively assume 20% incl. shrinkage end up in anode material, then that would be 24kt of anode material not 19kt. ACC wants 12kt. Who takes the other half 
The 120kt figure is the max allowable annual volume for ore in the permit application, as each year they’ll mine a slightly differing amount. So while some years they’ll pull out 120kt, that will be offset by some years only mining 80kt. I can’t recall where I read this, but looked into it a few months ago when the 120kt figure puzzled me. I think it’s in the PFS. Will see if I can dig it out. Excuse the pun.I think the 40% figure is not really correct.
I would like to remind you that the application documents state 120kt and not 100kt and it is exactly this 20% increase that is at stake. Everyone still has the 100kt in their head, but that is not correct. See here: https://thestockexchange.com.au/threads/permits.4987/post-97506
There are people here who are much better at such calculations than I am. But if I calculate pi*
The first and only place I came across this 120 is in the application documents. The authorities, the court and the parties in Finland only talk about 120kt and nothing more, nothing less. Talga had once mined slightly more in exploration/test mining than they were allowed to. They proved to Kiruna that they had put the overage back. Why should Talga mine less than they are allowed to when there is a queue of interested parties? I would think that they would take what they are allowed to take and produce anodes as much as the plant and soon plants will allow.
This is it, it’s in the PFS but also the Golder consultation docs I think. I’m pretty sure the permit when granted will have a max mineable annual ore (120kt), but also an overarching max mineable ore for life of mine (2.4mt), so they can’t hook out 120kt for 24 years under the initial permit. The 120kt annual limit enables them to make up for lower output years (eg year 1 and 24). I could be wrong, but I like to err on the conservative side.
