Hi Semmel. Closest in the graphite space is NMG in Canada…good company and prospects…Share price says something else… I also hold EMN and EMH both European plays Mangenese and Lithium…I personally think EMN will play out really well. The CEO was CFO at Lynas and did a very good job there and I like the steady progress they are making… All in my opinion etc etc…
Hi Coolbeans, I was quite reluctant posting that RK leaderboard, to answer a harmless question to Semmel, a very valuable contributor.
Syrah is in Mozambique by the way
RNU wont have any permit problems. Like TLG the graphite is very close to the surface but nowhere near the TLG grade
Well bushfires shouldn't be a problem ...RNU wont have any permit problems. Like TLG the graphite is very close to the surface but nowhere near the TLG grade
This ain't reindeer country. Just more pretty dry land which looks like it cant even grow saltbush (?). Looks like the kangaroos have given up on that area too
And there are no holiday houses and............................... there is no f**king fish either
Drill as you please. Don't worry about water run off.................................there is no water LOL
I don't know why he looks like he is dancing. The nearest pub is miles away
There is nothing out there
Though, I am looking at something more frequent, like on a daily basis. I use google finance for this. See below.
. Northvolt, the Swedish start-up that has become Europe’s leading player in batteries, will be the first main customer. People close to the company suggest that buying anodes from Sundsvall could cut its carbon footprint for the component by more than 90 per cent compared with importing them from China. Putailai is the latest and largest in a series of Asian suppliers that have set up shop in Sweden, with others including South Korea’s Dongjin and China’s Kedali near Northvolt’s first gigafactory in Skellefteå, and China’s Senior Material in Eskilstuna. “An important part of Northvolt’s strategy to create the world’s greenest battery is to invite subcontractors to produce materials and components on fossil-free electricity grids and in line with Europe’s high environmental standards,” said Alexander Streif, head of supply chain management at Northvolt. “PTL is a leading global manufacturer of anode materials and the establishment in Sweden will not only lower our batteries’ total carbon dioxide footprint but will likely also attract more actors in the battery ecosystem to establish themselves in the Nordics,” he said. Europe has made batteries one of the main focuses of its industrial policy, aiming to develop a homegrown sector to challenge the dominant Asian players. Anodes make up the second-biggest component market for electric vehicle batteries. Like much of the EV supply chain, production of the material is dominated almost exclusively by Chinese companies. PTL is among the four biggest Chinese groups in the sector that together account for roughly half the global market, according to Bernstein analysts. The company supplies artificial graphite, a material used to make anodes, to the world’s largest lithium-ion battery makers including CATL, LG and Samsung. As the industry trends towards synthetic anodes 
, which give better performance, PTL is strongly placed as the top synthetic anode producer in China. PTL’s entrance into the Swedish market is the latest in a series of deals between western companies and Chinese clean tech groups. CATL, the world’s biggest battery producer, signed a deal with Ford this year to license its battery technology to the US carmaker for the production of cells in Michigan. The Sundsvall factory will have an initial capacity of about 50,000 tonnes of anode material — equivalent to 50 gigawatt-hours of batteries, or enough to power about 850,000 cars — and aims to double that eventually. The plant will employ 1,900 workers when completed, making it the biggest of the newly established factories by Asian suppliers in Sweden. Yu Han, PTL’s chief representative in Europe and project manager for the Sundsvall plant, told the Financial Times the company had chosen Sweden because it “is the only European country to have a firm strategy for the green transition”. He added that PTL was “seriously considering” locations for further plants in Europe."
Excuse me. I didn't mean to stifle the lively conversation."Chinese group Putailai to build Europe’s largest anode factory in Sweden
The $1.3bn plant is the latest Asian-owned facility that has set up shop in the Nordic country
View attachment 35732
The Swedish start-up Northvolt will be the factory’s first main customer
YESTERDAY
A large Chinese supplier to the battery industry is investing $1.3bn in a Swedish factory in the latest sign of western countries deepening their reliance on the Chinese clean tech sector. Shanghai-listed Putailai is building Europe’s largest factory for manufacturing anodes, a crucial part of the batteries that go into electric vehicles, in Sundsvall in central Sweden where it will take advantage of the country’s abundant green electricity
https://www.ft.com/content/80d34254-3e12-4fa7-8f02-fdceb1c2fa2e
With this, NV seems to be out.
But they have to go through the approval process as well. Good luck.
So dear Swedish antis. What do you say to this hammer. I'm sure they are the much better foreign exploiters and consumers of your already too scarce green electricity. Take this.
"Chinese group Putailai to build Europe’s largest anode factory in Sweden
The $1.3bn plant is the latest Asian-owned facility that has set up shop in the Nordic country
View attachment 35732
The Swedish start-up Northvolt will be the factory’s first main customer
YESTERDAY
A large Chinese supplier to the battery industry is investing $1.3bn in a Swedish factory in the latest sign of western countries deepening their reliance on the Chinese clean tech sector. Shanghai-listed Putailai is building Europe’s largest factory for manufacturing anodes, a crucial part of the batteries that go into electric vehicles, in Sundsvall in central Sweden where it will take advantage of the country’s abundant green electricity
https://www.ft.com/content/80d34254-3e12-4fa7-8f02-fdceb1c2fa2e
With this, NV seems to be out.
But they have to go through the approval process as well. Good luck.
So dear Swedish antis. What do you say to this hammer. I'm sure they are the much better foreign exploiters and consumers of your already too scarce green electricity. Take this.
Well if the permits appeal gets to court, we can point to the alternative synthetic alternative as consuming tons of Swedish electricity and producing additional CO2 in Sweden.
What a great discussion so far! Thank you all for engaging, this is very interesting and shows how big my holes in understanding the market are
Yes, I thing all of us are well aware that Talgas Si, additive and COATED Anode business flies under the radar completely. Though Si and additives are not proven yet and its understandable that they are not considered for company value (yet), but the potential is outstanding and unique in the world. However, the market ignores it, and treats Talga as only slightly more than a mining company. My intention is to understand market forces vs. Talga specific price actions. Thus, accepting a peer group of comparisons that focus on the mining aspect. Even though thats a misrepresentation of Talga as a company.
That leaderboard that you posted is great! Gives a good overview of similar companies
Ohh dear, the sieve that counts as my brain completely mixed up SYR and NMG. Wow thats embarresing. Granted, I was never really interested in either but when building a peer group, this shouldnt happen. Ups.
So will expand the peer group to RNU, NVX, SYR, MNG as the closest comparisons. Keeping an eye on VUL due to european mining connection. Google finance gives a good way to compare these companies:
View attachment 35730
Link: https://www.google.com/finance/quote/TLG:ASX?sa=X&ved=2ahUKEwi-1aWW193-AhUKg_0HHRpODhMQ_AUoAXoECAEQAw&comparison=ASX:NVX,ASX:SYR,ASX:RNU,CVE:NOU&window=1M
