JoMo68
Regular
Yes, as Cosor’s said, he’s a complete twat who seems to have a personal vendetta against BRN. Differences of opinion are fine, but his articles are extremely selective at best.
TLG Discussion 2022
- Thread starter zeeb0t
- Start date
cosors
👀
I don't want to start this topic again. But I had a little look around the parties' pages today. And what do I see there, full of pride who don't want to decide. grrr"This week's brawl: The bath house builders in the banana republic against untalented battery bosses
Easter week is a lot about reconciliation, but that was not noticed in P4 Norrbotten's coverage of the latest tours around the Australian mining company Talga's planned graphite mine in Vittangi.
After Kiruna's left-wing majority in a council decision stopped the planning process, the Moderates' group leader in the Riksdag, Mattias Karlsson, brought out the heavy artillery.
He likened the municipal councilor Mats Taaveniku (S) to a "mafia boss" and the municipal management to a "banana republic", and said that Kiruna is conducting "pure blackmail" against the company in order to usurp benefits.
Karlsson also mocks the municipality for financial incompetence – a billion-dollar investment in a bathhouse is mentioned – and concludes:
- The question is whether Kiruna should not be forcibly managed.
In his argumentation, Taaveniku has pointed out that great natural values can be lost, and that Kiruna must get something back for all the "welfare" it provides the rest of the country with. He calls the M attack "an unusually untalented statement" that "borders on slander."
The project sows division among the Social Democrats in Norrbotten County. According to Norrbottens-Kuriren, Luleå's municipal councilor Carina Sammeli and county chairman Fredrik Lundh Sammeli do not want to take a clear position yet - "but at the same time express a concern that the industrial project will end up in limbo".
Since the Land and Environment High Court has given the mining venture the green light, the government can run over Kiruna if it wants to. And labor market minister Johan Pehrson (L) was clearly on the side of Tidö colleague Karlsson already when he inaugurated Talga's battery anode factory in Luleå last year.
- We should not be shy about mines. The S-led government in Kiruna is embarrassing itself."
Veckans bråk: Badhusbyggarna i bananrepubliken mot begåvningssvaga batteribossar - Fokus
Påskveckan handlar ju mycket om försoning, men det märktes inte i P4 Norrbottens bevakning av de senaste turerna kring Talgas planerade grafitgruva i Vittangi.www.fokus.se
Första spadtaget för Talga är taget
För en vecka sedan hade Talga sin invigning av Europas första batterianodfabrik. Kommunstyrelsens ordförande Carina Sammeli var där och välkomnade samt informerade om Luleås roll i den gröna omställningen!
"The project is causing division among the Social Democrats in Norrbotten County. According to the Norrbottens-Kuriren, Luleå's municipal councillor Carina Sammeli and county chairman Fredrik Lundh Sammeli do not want to take a clear position yet - ‘but at the same time express a concern that the industrial project will end up in a limbo situation’."
______
I hope EN was a good investment and was not just brought on board because she is a woman (Talga is very committed and part of an initiative) and works with RP.
How about Talga offers the council a percentage of shareholding, eg, 0.5% to be held in trust so the council gets dividends like all shareholders. That would cut out all the auditor squabbling of offering a percent of profit/turnover.I don't want to start this topic again. But I had a little look around the parties' pages today. And what do I see there, full of pride who don't want to decide. grrr
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Första spadtaget för Talga är taget
För en vecka sedan hade Talga sin invigning av Europas första batterianodfabrik. Kommunstyrelsens ordförande Carina Sammeli var där och välkomnade samt informerade om Luleås roll i den gröna omställningen!distrikt.socialdemokraterna.se
"The project is causing division among the Social Democrats in Norrbotten County. According to the Norrbottens-Kuriren, Luleå's municipal councillor Carina Sammeli and county chairman Fredrik Lundh Sammeli do not want to take a clear position yet - ‘but at the same time express a concern that the industrial project will end up in a limbo situation’."
______
I hope EN was a good investment and was not just brought on board because she is a woman (Talga is very committed and part of an initiative) and works with RP.
Of course, in a negotiation with these horse/reindeer traders, we would need to make a low-side offer to start otherwise we will be dudded again as we were with the 6 month lay-off.
Also, no voting rights with the shares. The voting rights will be controlled by the trustee - appointed by the company.
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cosors
👀
I would almost bet that MP and PEL had already thought this through. If they had, it would be up more to Kiruna anyway, and they've already shot themselves in the foot, we went to the government.
What is happening in Lulea is officially due to mistakes.
The permits have already been granted. It's just a matter of the city finally starting to build the industry park.
If the real reason was their indecision and then everything suddenly went well, nomination, no further appeal and additional participation, then all the corruption warning bells would be ringing within this party. I suspect it will remain with the statement - procedural errors.
But who knows, perhaps Talga is already thinking about this with the government once they will have begun to deal with this case.
I like your pragmatic view.
The fact that they offered the Sami money for each reindeer is an indication that Talga is taking something like this into consideration.
But they are what they are and reality plays little role, I think.
I suspect that NV decided in favour of northern Germany because of Swedish politics. They mentioned that they wanted to bring their experience from Sweden here and do it better than there.
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curiousmagpie
Regular
I've run out of patience with this.
My frustration with pace that Sweden and the EU are moving at has extinguished any enthusiasm I had for the good things that Talga are trying to do. So much of my bulishness for their project came from the Euro aspect that set Talga apart from everyone else but that's what's ended up killing it for me. I probably should have know better.
Will keep a small parcel to participate in a SPP if things look good at a time of things kicking off, otherwise I just can't justify holding a large position any more when there are other opportunities out there. Good luck everyone.
My frustration with pace that Sweden and the EU are moving at has extinguished any enthusiasm I had for the good things that Talga are trying to do. So much of my bulishness for their project came from the Euro aspect that set Talga apart from everyone else but that's what's ended up killing it for me. I probably should have know better.
Will keep a small parcel to participate in a SPP if things look good at a time of things kicking off, otherwise I just can't justify holding a large position any more when there are other opportunities out there. Good luck everyone.
Hi cm,
There is still the appeal to government in the pipeline. We don't know when this will be decided, just as we do not know when the court will get around to reviewing our case, although it looks as though the court decision is months away.
I have no idea about how the appeal to government will progress.
Perhaps my idea of giving the local council a shareholding (held on trust so the council gets dividends like any shareholder, while voting rights remain under TLG control) would be the way to cut the Gordian Knot.
WheresTheMonkey
Regular
Not sure why you would say that @Diogenese
We know from the Court's annual report that only 50% of requests for appeal are handled within the first 4 months. From early December, when all the paperwork was in place and it was referred to the correct area,................ it would mean best case for something of this magnitude in reading early/mid April.
We are now three quarters through May so at some point soon I would think we will see a result. It might be 5 months or 6 months in total but there comes a time when the SC will need to be a bit more conscious about what they claim as their average time on their web page versus what is in their annual report.
Clearly lawyers don't know the difference between Median and Average but having said that I don't think it will stray too much more over that
If they are going to persist in their 4 month claim then the remaining 50% should be resolved in less than an extra 4 months and probably substantially less than the full 4 months
Anyway that's just my opinion
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WheresTheMonkey
Regular
Federal Government v a stubborn Local Municipality
I'll just leave this here........................
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cosors
👀
Talga could set up a fund under its own responsibility and use it for cultural promotion and legally binding i.e. with a clear intended use. We know how Kiruna handles the money it is given.
Otherwise someone else may come up with the idea - no, 0.5% is far too little, you want to fob us off with that?
Talga is already very active in promoting culture and, especially in these times of cash-strapped municipalities, this would be a real relief for the local authority. Just an idea based on yours.
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Yes, they will reject our first offer as too small. That's why I suggest we start low.
The benefit of shares is that they would be interested in the success of the company. Who knows, they may buy more shares. The councilors and citizens may buy shares.
Can we do a SPP for the locals?
WheresTheMonkey
Regular
And that is exactly what needs to happen.
We need to to make sure it comes from the Other Side.
Picture secretive late night meetings in a dark smokey bar where the whole joint stinks of stale beer and rotting reindeer. Where everyone speaks in whispers whilst absolutely shit music plays on crackling speakers that someone found in a dumpster. The drinks are way over priced and the beer tastes stale. The bar girls are in very skimpy outfits and covered in tattoos. Not only that they are incredibly rude.
One came upto me and said ........
"You cannot sit at a table for 4 if only one of you is drinking. You need to sit at the bar and your friends need to stand"".
Whereupon she grabbed my glass and slammed it on the bar
The barman stared at me constantly and every time he spoke saliva would dribble from the side of his mouth. And his breath smelt like a mortuary that had a 7 day power cut
Yes....................... that's right you guessed it.................................Semmel's Bar
It should not be Talga's idea publicly it needs to be someone else's bright idea albeit with a % that is still sellable to the remaining dissenters
Then everyone is suddenly happy...................Everyone is a Winner
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cosors
👀
Federal Government v a stubborn Local Municipality
I'll just leave this here........................
Maybe we'll have luck and she'll dismantle herself politically.)
cosors
👀
Reminder. I think I read somewhere that Talga is apremiumplatinum sponsor of this summit.*
View attachment 62905
EIT RawMaterials on LinkedIn: #rmsummit2024 #rawmaterialssummit #sponsors #innovation #sustainability
🎉 We're just 3 days away from the Raw Materials Summit! Here's a look at our sponsors from this year! ✨ FLSmidth ✨ International Copper Association Europe ✨…www.linkedin.com
View attachment 62907
Sponsorship | RAW MATERIALS
eitrmsummit.com
View attachment 62904
View attachment 62909
EIT Raw Materials Summit 2024
eitrmsummit.com
EIT RawMaterials 🇪🇺 on Instagram: "📣 Hello from Brussels! With just hours before the Opening Night Reception of the Raw Materials Summit, we’re thrilled to announce that we’re officially SOLD OUT! 🎉 A huge thank you to everyone who has registered;
12 likes, 0 comments - eitrawmaterials on May 14, 2024: "📣 Hello from Brussels! With just hours before the Opening Night Reception of the Raw Materials Summit, we’re thrilled to announce that we’re officially SOLD OUT! 🎉 A huge thank you to everyone who has registered; your support underscores...www.instagram.com
One of the many speakers:
View attachment 62906
Summit Speakers | RAW MATERIALS
eitrmsummit.com
But can't find him here:
Raw Materials Summit 2024 Programme | RAW MATERIALS
eitrmsummit.com
"Investor Day
To encourage new relationships and idea exchange across the raw materials sector, we've created a focused networking event. Investor Day introduces specialist investors to thirty, hand-picked startups working in Responsible Sourcing, Sustainable Materials, Circular Societies and other important fields.
The event features exciting pitches, inspiring talks, and opportunities to speak directly with the entrepreneurs working to solve the sector's biggest challenges. Attending our Investor Day is a great way to connect with trailblazing portfolio companies looking to grow their business through like-minded partnerships and strategic funding.
Don't miss your chance to support the next generation of the raw material sector.
Investor Day 2024 Programme"
Investor Day 2024 Programme | RAW MATERIALS
eitrmsummit.com
That's not about us, but there is many networking I guess.
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____________________
*
View attachment 62910
EIT RawMaterials on LinkedIn: #rmsummit2024 #talgagroup #sponsors #sustainability #batterymaterials…
📣 We welcome Talga Group as a Platinum Sponsor for this year's Raw Materials Summit! 📣 Talga is driving the transition to sustainable growth with its…
Talga Group on LinkedIn: Yesterday, Talga CEO, Martin Phillips, spoke at the EIT RawMaterials…
Yesterday, Talga CEO, Martin Phillips, spoke at the EIT RawMaterials Summit in Brussels. The session, "Responsible Sourcing for the Automotive Sector,"…
Here is the recording:
eit raw materials summit 2024
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cosors
👀
The stuff is already available in the shop. Merck is really big.FYI:
Dihydrolevoglucosenone (Cyrene) is a bicyclic, chiral, seven-membered heterocyclic cycloalkanone which is a waste derived and fully biodegradable aprotic dipolar solvent. It is an environmentally friendly alternative to dimethylformamide (DMF) and N-methyl-2-pyrrolidone (NMP).
Dihydrolevoglucosenone - Wikipedia
en.wikipedia.org
They are serious about the Resolute project. It will soon be available to buy in Australia, presumably for the Asia Pacific region.
The question remains, what share does Talga have in commercial sales, if.
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www.sigmaaldrich.com
cosors
👀
View attachment 63553
View attachment 63554
Talga Group on LinkedIn: Yesterday, Talga CEO, Martin Phillips, spoke at the EIT RawMaterials…
Yesterday, Talga CEO, Martin Phillips, spoke at the EIT RawMaterials Summit in Brussels. The session, "Responsible Sourcing for the Automotive Sector,"…
Here is the recording:
eit raw materials summit 2024
He is talking from anode or cathode material. So both.
WheresTheMonkey
Regular
What does "Tack for God's sake" mean...................?
curiousmagpie
Regular
Just a poor translation. The original tweet in swedish said "Tack för att gott samtal!" something like "thanks for the good talk"
cosors
👀
That's my daily problem with Google. Google often translates without sense and reason.
And that's why I often use DeepL and copy the text there and back into the post. But my many posts also go flat and I just hit the translate button on Chrome or Firefox.
Google is often good at fixed phrases that it recognises better because masses use it.
I don't have Twitter so I can rarely access such posts anyway.
Thanks curiousmagpie!
Semmel
Regular
View attachment 63553
View attachment 63554
Talga Group on LinkedIn: Yesterday, Talga CEO, Martin Phillips, spoke at the EIT RawMaterials…
Yesterday, Talga CEO, Martin Phillips, spoke at the EIT RawMaterials Summit in Brussels. The session, "Responsible Sourcing for the Automotive Sector,"…
Here is the recording:
eit raw materials summit 2024
Raw Materials Summit 16.05.2024
(I skiped over all what is not MP, not enough time to go through entire video )
* Status
- approval for 150 from EIB, what is needed are offtakes
- Industry is doing offtakes in metals (lithium, cobald, etc)
* Talga is seeing a change in processes to improve offtakes w.r.t. graphite due to china policy
- ESG and environmental aspects important but what really drives decisions now is the cost disparity between what comes from china and what is available as a project that needs to be build locally.
- OEMs sourceing different regions at moment
- trying to do deals in europe is hard because of the cost disparity
- (i.e. what I suspected not so long ago here: https://thestockexchange.com.au/threads/tlg-discussion-2022.7072/post-422532)
* CRMA
- if anything, it enhances the ability of china to come into europe (eh?)
- OEMs still maintain supply chains from china and other asian countries
- to bring anode from 95% china supply to 66% (and 33% omestic) is laughable, it cant be done at the moment
- CRMA will not make supply/demand adjustments
- unless there is a CO2 tax or some encentive to change the supply chain, its not going to happen
- case by case support for projects is not going to change that
- It will not move the neadle away from chinese supply chains to reduce it to 66%.
* FOEC (US tarrifes)
- US policiy has much more power and is more decisive than the EU work
- had impact on supply chain of US manufactorers
* Closing remarks
- Julia Polishcanova: "Do not dismiss Europe, finally regulation is an asset in europe rather than a problem" (picked that phrase up at the end)
- my thoughts: I like the regulation to not destroy nature, but the time in the appeals courts is ridiculous! Even just deciding whether you read the email with the appeals takes more time than the entire 200page initial report! WHAT THE HELL! This needs punnishment. Decision whether to accept appeals should not take more than a week. Processing appeals is a different matter but just the decision whether you want to listen to the appeal in the first place cant take that long. Its a steaming pile of BS. Lets see what Martin has to say.
- now mark:
- Urgency is needed.
- There needs to be a CO2 tax inside and at the boarder.
- There is a 6 year lag to build a project. And you cant speed it up, no matter what you do. Grants and incentives are not there to make a bad project a good one but to get the ball rolling in the first place.
- We (i.e. Talga) will be very competetive.
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