TLG Discussion 2022

Christina Vidal Disney GIF
 
  • Haha
  • Like
Reactions: 6 users

cosors

👀
"I own shares in Tesla, VW, Northvolt and Freyr"

So either he's a troll or he owns VW or he's another silent partner like Spotify. And then no money to order the Top20 list at Talga for a few bucks and not even the bucks for a paid article.

I admit I didn't read it anymore. My arrogance. Good opening an trading day!
 
  • Like
Reactions: 4 users
Smuggle Season 5 GIF by BBC Three
Cuckoo I Feel Crazy GIF by arbeiterkammer
Martin Short Cuckoo GIF by tylaum
Drunk The Office GIF
Reaction Drunk GIF by MOODMAN
Drunk Like A Boss GIF
 
  • Haha
  • Like
Reactions: 2 users

Lolitsalan

Emerged
One of the things last year Mark kept repeating at the last years AGM was the fact there was so much cheap money in Europe and 2022 will be a transformative year. Yet here we are 12 months later raising at $1.10 and back to square one, no binding agreements, no permits, no financing.
 
  • Like
Reactions: 2 users

Diogenese

Top 20
One of the things last year Mark kept repeating at the last years AGM was the fact there was so much cheap money in Europe and 2022 will be a transformative year. Yet here we are 12 months later raising at $1.10 and back to square one, no binding agreements, no permits, no financing.
... and our own RBA assured us there'd be no interest rate rises before 2024.
 
  • Like
  • Haha
  • Love
Reactions: 7 users

TentCity

Regular
Here I was thinking TSE was going to be the civilised share forum!! :ROFLMAO:

1665720202037.gif
 
  • Like
  • Haha
Reactions: 7 users

Pharvest

Member
I was innocently intrigued with question 4 and 5 and if someone was able to provide more information from what is already available then I don’t see any harm in that , particularly since I’m in Sydney and clearly won’t be attending the AGM… and to add to that I do think that in small group settings , people quite often tend to slip or reveal more than they should and it can’t be edited like the announcements or webinars…

Another question unrelated to the above : I know hindsight is 20/20 but do you think the lack of directors on-market participation (e.g share purchase) were a result of blackout periods, inability to purchase due to insider knowledge of material non public information or simply knowledge that this capital raise was coming (again , some may say the writing was on the wall - other than the size which personally caught me off guard)
Why would directors buy on the market when it has been quite well shown in the past that most of them are taking a major portion of their remuneration in company shares? Also I’m totally with Cosors, old maté’s anxieties do not make any logical sense if you think about and it wouldn’t surprise me at all if he is the latest incarnation of Pabs/Beach/Tugmaster
 
  • Like
Reactions: 1 users

JoMo68

Regular
Why would directors buy on the market when it has been quite well shown in the past that most of them are taking a major portion of their remuneration in company shares? Also I’m totally with Cosors, old maté’s anxieties do not make any logical sense if you think about and it wouldn’t surprise me at all if he is the latest incarnation of Pabs/Beach/Tugmaster
In response to you last query, I'm pretty sure that the answer is 'affirmative'.
 
  • Like
Reactions: 4 users
  • Like
Reactions: 2 users

Vigdorian

Regular
Why would directors buy on the market when it has been quite well shown in the past that most of them are taking a major portion of their remuneration in company shares? Also I’m totally with Cosors, old maté’s anxieties do not make any logical sense if you think about and it wouldn’t surprise me at all if he is the latest incarnation of Pabs/Beach/Tugmaster
I’m aware of their remuneration packages but I thought that it would serve as an even stronger indicator if they invested their personal wealth in addition to their remuneration package , particularly if they thought the share price was grossly underpriced… so the question was did they think it was fairly priced (underpriced) or did they have to exclude themselves due to insider knowledge (e.g NDAs and contract negotiations). That was painful to type … anyhow , I didn’t mean to distract everyone from the current theme of conspiracy theories and AGM showdowns…
 
  • Haha
  • Like
Reactions: 6 users

Proga

Regular
As a non owner I thought the CR was well received. Obviously TLG was wary of current market conditions and probably cut a little too deep than it had to in the placement price but hindsight is a beautiful thing. They had to make sure to get it done to keep progressing.

The SP jumped nicely yesterday instead of hanging around the issue price or below which means there is still a lot of investor confidence in the stock. Dependant on global markets, the volatility is horrendous atm, I think the SP will bounce back soon enough. Battery grade graphite is in deficit and the global lithium battery market is desperate for TLG to come online.

You can always tell when someone has a slender grasp of their faculties when they say SYR is a crock of... and Monkey is an insider. I've been reading Monkeys posts for a few years now and if he is an insider, they would have sacked him years ago.

I gave you a ❤️ on your recent RBA post @Diogenese. I couldn't have said it any better myself mate.
 
  • Like
  • Haha
Reactions: 6 users

JoMo68

Regular
When did I say SYR is a crock ? If I recall that was Pabs now known as Mushroom Man

I own exactly 100,000 shares in it. I did trade it a bit around 18 months ago but certainly don’t regard it as a crock

Or am I reading you wrong ?

I’m not an insider either. Just a semi retired ex ASX gold mining company FD living on Sydney’s northern beaches.
You did read it wrong ❤️ Mushroom said Syr was a crock of… and you were an insider.
 
  • Like
Reactions: 2 users

ACinEur

Regular
Does anyone have a informed view on the new Prime Minister now he is confirmed and any flow on policy implications that might impact permitting?
 
13 days until the next quarterly peeps 31 October probably at 5pm
 
  • Like
Reactions: 4 users

Semmel

Top 20
Does anyone have a informed view on the new Prime Minister now he is confirmed and any flow on policy implications that might impact permitting?

I am not a lawer and my understanding might be flawed, but here it goes: In the past, getting permits was a big problem and environmental groups used local environmental protection laws to hurt global the environment. For example by preventing wind power farms. Power lines from hydro dams to customers, etc.. stuff like that. Also in that same ballpark was the need for the Natura2000 permit at the beginning of the permitting process. In a new law that comes into effect in February, the Natura2000 law is moved to be granted together with the environmental permit. Which makes much more sense. Also, if I understand correctly, the new law states that the positive impact of a project has to be weighted in when judging the negative environmental impact of a project. Which again, makes a lot of sense. Previously, new wind power parks might be prevented because they might disturb birds without looking at the CO2 savings because the previous law was only looking at the negative effects.

The change in law in February is in my opinion the primary reason for the permitting delay of Talga. Talga simply has a much higher chance of getting the permits granted with the new law with less legal hurdles rather than the old law. They might still get the grant in the old law but maybe they would have to jump through more hoops or it gets even more delayed because the order was wrong or something. Or maybe environmental groups might appeal the courts decision (they might still do that under the new law) but it might be much easier for Talga to get through it if they get permits with the new legislation.

What does this has to do with your question? The new government might decide to change the law that is supposed to come into effect in February.
 
  • Like
  • Love
Reactions: 5 users

Diogenese

Top 20
Podcast by Valeo (borrowed from @JK200SX over at Brainchip):
https://twitter.com/i/broadcasts/1nAJErNlNWkxL

At about 10 minute mark, he talks about batteries losing 25% of energy in winter.

https://www.thegraphenecouncil.org/...-Outstanding-Freezing-Temperature-Performance

TALGA ANODE ACHIEVES OUTSTANDING FREEZING TEMPERATURE PERFORMANCE

Posted By Graphene Council, The Graphene Council, Saturday, March 23, 2019
Talga Resources , is pleased to announce outstanding low temperature test results from its engineered graphite anode product for lithium-ion batteries, Talnode™-C.

Development of Talnode-C is accelerating through rigorous commercial validation processes at multiple commercial partner facilities and independent battery institutes in Asia, USA and Europe. In new tests conducted at a leading Japanese battery institute, Li-ion batteries using Talnode-C were subjected to performance tests under a range of temperatures including freezing conditions. Highlights of the test results include:
Retention of 100% capacity and 100% cycle efficiency at freezing temperature (0°C)
• Out-performance of market leading commercial anode products
talnode.png

In freezing conditions Li-ion batteries usually suffer lower capacity retention and cycling efficiency, causing shorter run time of devices such as laptop computers and mobile phones, or shorter driving range of electric vehicles. Cold temperatures can also cause deposits of lithium metal to form in the battery, causing internal short circuits that can lead to fire in the cell, making low temperature performance a critical technical deliverable for Li-ion batteries1.

Talga Managing Director, Mr Mark Thompson: “These results show Talnode-C has the potential to solve problems that have long challenged Li-ion batteries in cold weather applications, where conventional graphite anodes struggle or fail to perform. This is a further demonstration that Talga’s anode products made from our high grade graphite deposit in Sweden, using wholly owned process and refining technology, have exciting potential in the fast growing Li-ion battery market.”

MT is way ahead of the curve.
 
Last edited:
  • Like
  • Love
Reactions: 8 users

Semmel

Top 20
For cars, cold temperature performance is not very important. During operation, the discharge of the battery and the work of the motor produce heat that can be used to heat up the battery and negate cold temperature impact on the charge retention. Even if the normally generated heat is not sufficient, using a small portion of the charge to heat up the battery deliberately is pocket change. The plot you show here @Diogenese is not realitstic in real world applications and the advantage of Talga for this particular aspect is not all that relevant.
 
  • Like
  • Fire
Reactions: 2 users

cosors

👀
I haven't listened to the podcast yet. So I can't say what this refers to whether in operation or standstill. What if it referred to the standstill of the machine. It would be bad if a battery loses 25% capacity simply by not being used due to low temperatures. But just a thought, not substantiated and not at all my topic in which I know. @Semmel refers it to the operation or switched off? Please excuse my laziness. My next flight is ahead.
 
  • Fire
  • Like
Reactions: 2 users

Semmel

Top 20
The charge is not gone in cold weather. Its that the internal voltage of the battery reduces in cold temperature, which means it has less power and you can take out less charge. However, if you heat it up, the internal voltage normalizes and the accessible power goes back to normal as well. So the charge is not 'lost' in the cold, its just not available until its heated up.
 
  • Love
  • Fire
Reactions: 2 users

Diogenese

Top 20
For cars, cold temperature performance is not very important. During operation, the discharge of the battery and the work of the motor produce heat that can be used to heat up the battery and negate cold temperature impact on the charge retention. Even if the normally generated heat is not sufficient, using a small portion of the charge to heat up the battery deliberately is pocket change. The plot you show here @Diogenese is not realitstic in real world applications and the advantage of Talga for this particular aspect is not all that relevant.
Hi Semmel,

I understand what you are saying, but we have testament from MT and Valeo that demonstrate that the maintaining of full charge down to at least 0C is not insignificant.

In addition, the launch of the Mercedes EQXX in January stresses the importance of gleaning all the battery energy available for driving the motor.

One thing which we do not know is how Talnode C performs at temperatures below 0C, so we do not know if Talnode C avoids the necessity for the heating measures you mention. But we do know that Talnode C avoids the need for them at least down to 0C.

Added to that is the quote from the Graphene Council:

"In freezing conditions Li-ion batteries usually suffer lower capacity retention and cycling efficiency, causing shorter run time of devices such as laptop computers and mobile phones, or shorter driving range of electric vehicles. Cold temperatures can also cause deposits of lithium metal to form in the battery, causing internal short circuits that can lead to fire in the cell, making low temperature performance a critical technical deliverable for Li-ion batteries1."

So even if we discount the energy saving, the elimination of the danger of fire is justification enough.
 
  • Like
  • Fire
  • Love
Reactions: 6 users
Top Bottom