TLG Discussion 2022

[Pharvest]

Maybe we don't need this kind of attention any more. The interested parties have already been queuing for a long time and have oversubscribed many times. Our fortunes now depend on other things. A thought or intuition. The other would be Fastmarkets. Who knows maybe someone else has another idea.

I supect this may be the case mate. You can only sell the stuff once after all. If MT is fair dinkum when he says that they have orders ( expressions of interest/ offtakes ) for 10x what they can initially produce this may be seen as an unnecessary expense?? There do seem to be an awful lot of these events in a calendar year to me as well.. after the company attends a few, as Talga has this year, I imagine MT has got to the point where he thinks, what's the point?

 

[Slymeat]

I suspect Talga know that 99% of the discussions and interest at that conference is going to be about Lithium and other metals used in battery production. There are so many supply issues that need to be solved on those fronts. That is at the forefront of everyone’s mind, and that will consume attendees attention.

They all need battery grade graphite but also all tend to think of it as the poor cousin to Lithium and the more exotic materials. Plus I believe the general consensus is ‘until forced to source locally by legislation, look to the cheap stuff coming out of China’. That is the mindset that has to change—that is the mindset that has allowed China to grow into the world’s second largest economy. And until that mindset changes, you can argue until you are blue in the face and achieve nothing.

Talga need not get involved in this playfield and I think they are rightfully staying away.

 

[Slymeat]

Consumers need to push for better quality batteries—as obtained from natural graphite. But on that front, consumers are ONLY looking to price and don’t care about the impact on the environment or even human rights violations in producing the cheap stuff.

Reliability and longer life-time of batteries (as obtained with better quality materials) is the furthest thing from the minds of consumers. And may stay that way for quiet a while.

Blame this ‘throw-away‘ mentality the world has. We seem happy to pay 20% less for something that is half the product and lasts half the time. We see that as cheap and keep promulgating this incorrect mind-think.

Talga rightfully need not get caught up in this muddied playground and is concentrating on mining, reducing costs in an environmentally friendly way, and wooing the big players over to the light side.

Well that’s my opinion anyway.

 

[cosors]

I suspect Talga know that 99% of the discussions and interest at that conference is going to be about Lithium and other metals used in battery production. There are so many supply issues that need to be solved on those fronts. That is at the forefront of everyone’s mind, and that will consume attendees attention.

They all need battery grade graphite but also all tend to think of it as the poor cousin to Lithium and the more exotic materials. Plus I believe the general consensus is ‘until forced to source locally by legislation, look to the cheap stuff coming out of China’. That is the mindset that has to change—that is the mindset that has allowed China to grow into the world’s second largest economy. And until that mindset changes, you can argue until you are blue in the face and achieve nothing.

Talga need not get involved in this playfield and I think they are rightfully staying away.

Financial Times:
Europe lags China in race for electric car supply chain
...
“The battery makers from Asia that set up in Europe would bring in their materials in a semi-finished or finished form,” says Mark Thompson, chief executive of Australian advanced materials company Talga. It is developing a project in Sweden to extract and process graphite, vital for battery anodes."

https://www.ft.com/content/a79e1277-6e34-4ece-b624-bc7fb5c93875

 

[Semmel]

Seems like the ASX was closed today to mourn the queen.

 

[Micreg]

Seems like the ASX was closed today to mourn the queen.

Yep - national public holiday now our PM is back from the funeral service in London. Official national memorial service here in our Parliament House in my hometown of Canberra today. With Wall St falling I’m happy for the ASX to take the day off!

 

[Affenhorst]

Ouch. Quite the slaughter for TLG stock today. Does somebody know something? Perhaps a cap raise incoming? Or just general market shenanigans? Seems a bit harsh.

 

[Semmel]

I haven't seen anything and the slide just before closing seems to be isolated to Talga, on top of being down with the entire market.

On the volume, it was an almost 200k shares sold in the last hour or so according to ASX. Doesn't sound much but with the recent scarcity of volume, it tanked the stock.

TLG share price and company information for ASX:TLG

View today’s TLG share price, options, bonds, hybrids and warrants. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information.

www2.asx.com.au

 

[cosors]

@WheresTheMonkey is your vacation finally over? What do you think about what happened today?

 

[Slymeat]

Nice! An anode supply deal signed with ACC. The mercedes relationship strengthens. As well as new relationships opening with other major car manufacturers.

 

[ACinEur]

Nice piece of news, step by step the jigsaw is coming together…TLG graphite into Mercedes batteries…it doesn’t get more premium than that. Looking forward to seeing the details in due course

 

[Semmel]

The last days, I was monitoring the volume of Talgas Stock.. But I have not a good feeling how this relates to other stocks. We have about 300M in shares outstanding and an average volume of 400k. So about 0.1% to 0.15% of shares outstanding. Is that normal? I honestly cant tell. Obviously, today, we traded at 2x average volume, but it seems low nevertheless. What is your experience with other stocks on the ASX?

 

[Slymeat]

This from LinkedIn today
Talga's Founder & Managing Director Mark Thompson is presenting at Benchmark Mineral Intelligence's #GigaAPAC Leadership panel: 'Graphite & Anodes - Building ex-China graphite and anodes resilience'. Thursday 29 September 11:50am-12:40pm, at the Ritz Carlton in Perth.

So I assume that is Perth TIme.

Mark certainly spreads himself around the globe. It is nice to see him actively spreading the word.

More details: https://lnkd.in/gmFKBvMm

​

 

[cosors]

This from LinkedIn today
Talga's Founder & Managing Director Mark Thompson is presenting at Benchmark Mineral Intelligence's #GigaAPAC Leadership panel: 'Graphite & Anodes - Building ex-China graphite and anodes resilience'. Thursday 29 September 11:50am-12:40pm, at the Ritz Carlton in Perth.

So I assume that is Perth TIme.

Mark certainly spreads himself around the globe. It is nice to see him actively spreading the word.

View attachment 17609

More details: https://lnkd.in/gmFKBvMm

View attachment 17608

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Thank you!
I hope I'm not paranoid but I hope that the EVA is well secured as often as ex-China is mentioned. It could be seen as provocative and they could do harm on other levels as well. Just a thought. I would not make it a hook in the agenda but in the presentation itself. Maybe I am too cautious.

 

[Slymeat]

Thank you!
I hope I'm not paranoid but I hope that the EVA is well secured as often as ex-China is mentioned. It could be seen as provocative and they could do harm on other levels as well. Just a thought. I would not make it a hook in the agenda but in the presentation itself. Maybe I am too cautious.

Ex-China excites me.

 

[Semmel]

Thank you!
I hope I'm not paranoid but I hope that the EVA is well secured as often as ex-China is mentioned. It could be seen as provocative and they could do harm on other levels as well. Just a thought. I would not make it a hook in the agenda but in the presentation itself. Maybe I am too cautious.

Don't think it's dangerous. Of course Europe wants to get independent of china in terms of resources, not just for batteries.. china knows that. Why should it be dangerous?

 

[cosors]

@Slymeat me too!
@Semmel because I trust them to do everything and to stop at nothing. They are absolutely unscrupulous and we all know it. Remember when they spied on us and then sold us our proprietary products? It was an honour to be copied. That's not what this is about. It's more serious. Everyone is dependent on China and they want to keep it that way. They are consolidating their power with regard to rare earths, for example in Myanmar, and do not shy away from suppressing a democracy and openly promoting military dictatorship just to be able to sell us rare earths that they first re-declare as Chinese. Australia is also trying its best to build up a supply and is therefore in the focus of China. If I were Lynas I would have hired absolute security professionals and the best defence software or, best of all, self-sufficient systems. The old picture no longer exists. Even trolls are being used to influence. Politics is also influenced from behind. Of course, Talga is small. I would still protect the doors and the building as much as possible. Do you know a better source for this very important raw material in Europe? Apart from the fact that important customer data and confidential technology is stored there. I meant, maybe paranoid, but I'm not naive either. I know the problem from my old job. Industrial espionage and industrial sabotage. This is not sci-fi. Unfortunately not anymore. In our country they even hacked waterworks and who knows what else. My only concern is not to provoke unnecessarily and to draw attention to oneself where it is not necessary. Everyone knows of the importance. There is no need to declare it in each sentence.
But I don't want to convince. It is just a thought. It just seemed to me like a flag in Asia - look: ex-China, ex-China, ex-China
And in the cadre: Guys, take a closer look at what they're doing.

 

[Diogenese]

After the good news on the 28th where we hit $1.415, we've decayed back to $1.34 in a couple of days.

Does anyone know the half-life of good news on the ASX?

 

[cosors]

After the good news on the 28th where we hit $1.415, we've decayed back to $1.34 in a couple of days.

Does anyone know the half-life of good news on the ASX?

I can not decide therefore

But maybe it's the ann in November that counts.
Exactly because of the question I have opened a new thread in the lounge for general mining topics or questions.
So why the news doesn't matter or why an advance notice of an offtake

 

[WheresTheMonkey]

@WheresTheMonkey is your vacation finally over? What do you think about what happened today?

Got home Wednesday mate

Cap raise is coming I think. A small 1 for 10
I think

Why announce non binding just out from a
November binding

Wait for trading halt next