Haha sure, will keep that in mind. The post wasn't really targeted at anyone specifically, and it's not that people were wrong, just missing some of the info.I sincerely hope for someone correcting my statements if they are wrong! I WANT to be corrected. Your clarification did a very good step in that direction
TLG Discussion 2022
- Thread starter zeeb0t
- Start date
This is focused on NA, but I'd I'd say absolutely critical listen for anyone interested in Talga.
Discusses the whole system really well. The fact that it focusses on NA just reinforces how much everything Talga talks about is affecting the whole industry, and how well placed we actually are.
And puts A LOT of emphasis on the importance of PROCESSING expertise - that the graphite anode problem is about much much more than just mining.
podcasts.google.com
Discusses the whole system really well. The fact that it focusses on NA just reinforces how much everything Talga talks about is affecting the whole industry, and how well placed we actually are.
And puts A LOT of emphasis on the importance of PROCESSING expertise - that the graphite anode problem is about much much more than just mining.
Google Podcasts is no longer available
Semmel
Top 20
Yes, that is pretty good if I understand correctly, the ownership of the project gets distributed to SQM in milestone steps in exchange for investment levels. That means, it doesn't help Talgas bottom line at all in the next 5 years but they get SQM to run the project. And if it comes to a mine, talga would retain 30% of its profits, though probably will have to inject cash at this stage according to the percent ownership.
Another way to look at it is, that talga already invested 8 to 9 M into this, and now SQM is investigating up to 19M which leads to a fair ownership of the project at the end. SQM is simply catching up in terms of investments.
To be honest, I would not have guessed that the market would value that 15% up today, but I'll take it. Looks to me more like a 0-sum arrangement with benefits to both Talga and SQM. Anyway, it's definitely better than before, as otherwise, it would not have gone anywhere.
if I understand correctly, the ownership of the project gets distributed to SQM in milestone steps in exchange for investment levels. That means, it doesn't help Talgas bottom line at all in the next 5 years but they get SQM to run the project. And if it comes to a mine, talga would retain 30% of its profits, though probably will have to inject cash at this stage according to the percent ownership.Another way to look at it is, that talga already invested 8 to 9 M into this, and now SQM is investigating up to 19M which leads to a fair ownership of the project at the end. SQM is simply catching up in terms of investments.
To be honest, I would not have guessed that the market would value that 15% up today, but I'll take it. Looks to me more like a 0-sum arrangement with benefits to both Talga and SQM. Anyway, it's definitely better than before, as otherwise, it would not have gone anywhere.
But we do get free graphite (however much that is).Yes, that is pretty good
Another way to look at it is, that talga already invested 8 to 9 M into this, and now SQM is investigating up to 19M which leads to a fair ownership of the project at the end. SQM is simply catching up in terms of investments.
To be honest, I would not have guessed that the market would value that 15% up today, but I'll take it. Looks to me more like a 0-sum arrangement with benefits to both Talga and SQM. Anyway, it's definitely better than before, as otherwise, it would not have gone anywhere.
curiousmagpie
Regular
anyone with more knowledge of the market able to interpret the UBS strategy from these substantial holder notices?
I have half a clue but not enough experience inside finance institutions to fully figure it out.
I have half a clue but not enough experience inside finance institutions to fully figure it out.
Slymeat
Move on, nothing to see.
MT tweeted about the following today.
It seems the Swedish Supreme Court is able to rule against the Sami.
Our time may come soon.
Beowulf shares jumped 10% to 43.51 pence each on late Tuesday morning in London.
The Nordic-focused mineral resource developer said Sweden's Supreme Administrative Court upheld the government award of an exploitation concession for the Kallak iron ore project.
Chief Executive Officer Ed Bowie said: "We are delighted that the court has concluded its process and we can continue to advance the project towards the conclusion of the pre-feasibility study and environmental impact assessment.
"[Kallak] has an important role to play in supporting the decarbonisation of the steel industry and therefore has significance from a global green energy transition perspective."
In March 2022, Beowulf's subsidiary Jokkmokk Iron Mines AB was awarded an exploitation concession to target iron ore deposits at Kallak in the north of Sweden.
While the exploitation concession provided exclusive mining rights to Jokkmokk, operating rights would require three additional permits, the company has said.
In June 2022, lawyers for the indigenous Sami community of Jahkagasska Tjiellde announced that they would be asking for legal action against the Swedish government following the decision.
Beowulf had claimed that the ore in the Kallak deposit is necessary for the green transition, as well as offsetting metal supply chain disruptions caused by Russia's invasion of Ukraine.
In a statement, the Swedish government in January this year had described the iron deposit contained at Kallak as "Sweden's largest known undeveloped deposit of so-called quartz-banded iron ore".
It also said that support for mining of the region was a matter of "national interest", given the fact that Sweden produces around 93% of all iron ore in the EU.
By Tom Budszus, Alliance News slot editor
It seems the Swedish Supreme Court is able to rule against the Sami.
Our time may come soon.
Beowulf Mining shares jump on court win over Kallak concession
(Alliance News) - Beowulf Mining PLC on Tuesday celebrated a verdict in its favour at the Swedish ...
(Alliance News) - Beowulf Mining PLC on Tuesday celebrated a verdict in its favour at the Swedish Supreme Administrative Court, overruling objections from Jahkagasska Tjiellde's indigenous Sami community.Beowulf shares jumped 10% to 43.51 pence each on late Tuesday morning in London.
The Nordic-focused mineral resource developer said Sweden's Supreme Administrative Court upheld the government award of an exploitation concession for the Kallak iron ore project.
Chief Executive Officer Ed Bowie said: "We are delighted that the court has concluded its process and we can continue to advance the project towards the conclusion of the pre-feasibility study and environmental impact assessment.
"[Kallak] has an important role to play in supporting the decarbonisation of the steel industry and therefore has significance from a global green energy transition perspective."
In March 2022, Beowulf's subsidiary Jokkmokk Iron Mines AB was awarded an exploitation concession to target iron ore deposits at Kallak in the north of Sweden.
While the exploitation concession provided exclusive mining rights to Jokkmokk, operating rights would require three additional permits, the company has said.
In June 2022, lawyers for the indigenous Sami community of Jahkagasska Tjiellde announced that they would be asking for legal action against the Swedish government following the decision.
Beowulf had claimed that the ore in the Kallak deposit is necessary for the green transition, as well as offsetting metal supply chain disruptions caused by Russia's invasion of Ukraine.
In a statement, the Swedish government in January this year had described the iron deposit contained at Kallak as "Sweden's largest known undeveloped deposit of so-called quartz-banded iron ore".
It also said that support for mining of the region was a matter of "national interest", given the fact that Sweden produces around 93% of all iron ore in the EU.
By Tom Budszus, Alliance News slot editor
cosors
👀
Others already have it in use while others are still carrying out field studies.Robin 2 - 08.01.2023
View attachment 28051
View attachment 28056
Robin 4 - 06.01.2022
View attachment 28052
Talga’s Graphene Ship Coating Reaches Key Milestone in Sea Trials
in International Shipping News 09/03/2021
View attachment 28053
The 33,000t cargo ship Robin 1 (previously Algarrobo) recently docking in UK port
Is it time to take a closer look at the result
After my odyssey I have already given up on which ship is which one and who owns it. I have lost the overview. So choose which is which, two of them are partly coated with graphene in the red area.
But wait
View attachment 28057
https://graphene-flagship.eu/graphene/news/talga-s-graphene-coated-ships-sail-safer-and-last-longer/
The Algarrobo later became Robin 1 and then Songa Puma
2022-09-2
View attachment 28061
2022-09-2
View attachment 28062
2022-09-23
View attachment 28063
And the Songa Puma really doesn't look like it will have to go into dock any time soon. What a bummer.
But which is the other of the two ships, Robin 2 or 4? Better not start again from the beginning, another topic...
________
"Billions of euros are spent on technologies to protect marine vessels, like ships, tankers and their equipment against water’s harmful effects. Rain and stormy seas cause the structures of vessels to corrode heavily, which necessitates spending on repairs and replacement materials. What’s more, the traditional method of protection, where epoxy primer is applied to a ship’s entire structure, causes damage to the ocean’s ecology over time.
Talcoat has already been applied to two active commercial cargo ships in what’s believed to be the world’s largest application of graphene, and the sea trials have reported positive results. Graphene also shows strong potential as a coating material for other products."
https://graphene-flagship.eu/graphene/news/graphene-soars-towards-the-marketplace/
__________
For the archive, I didn't know about Biomer https://www.biomertechnology.co.uk/
Talga and Biomer to develop Graphene-enhanced TPU for industrial coatings
Australian company Talga Resources Ltd. has signed a joint development agreement with UK based polymer manufacturer Biomer Technology Ltd. to co-develop graphene-enhanced thermoplastics for potential commercialisation in the coating market.
View attachment 28064
Under the terms of the joint development agreement Biomer will design and synthesise thermoplastic polyurethanes (TPU) incorporating Talga’s graphene products for evaluation in industrial coating (marine anti-fouling) amongst other applications. The incorporation of amounts of "Talphene" into Biomer’s proprietary TPU is expected to improve a range of key performance characteristics including chemical resistance, mechanical strength, wear & abrasion resistance, biocompatibility/biofouling, surface finish and electrical conductivity.
Joint development of new polyurethane products
Talga Managing Director Mark Thompson: "We are excited to enter this agreement with Biomer that provides an accelerated path to new polyurethane products and expanded commercial opportunities”. Managing Director Simon Dixon : "We look forward to working with Talga’s research team in Cambridge and its unique functionalised graphene formulations which, through the joint development agreement, will provide the ideal platform to realise these opportunities.”"
https://www.european-coatings.com/a...graphene_enhanced-tpu-for-industrial-coatings
Robin 2 alias 1 alias whatever is still on the way. However, I can no longer find Robin 4 on Marinetraffic, but there is now a Robin 5.
I suspect that the most recent photos from this year have also disappeared with Robin 4.
At least we have the consolation that Biomer Ltd. is also interested in finding out what has become of their or our experiment.
"Finnlines Adopts Graphene-based Hard Foul Release Hull Coating
2024-05-12Finnlines, a leading shipping operator of freight and passenger services, has partnered with GIT Coatings to accelerate its decarbonization efforts by adopting XGIT-FUEL, an innovative graphene-based hard foul release hull coating, across its ro-ro and ro-pax fleets.
Starting with their first vessel in 2022, Finnlines has already applied this high-performance hull coating to four vessels as part of a recently signed fleet agreement, reducing fuel consumption and emissions by around 7% compared to previously used coating.
Over the past decade, Finnlines has invested significantly in its sustainability initiatives, dedicating hundreds of millions of euros to enhancing vessel performance and reducing carbon emissions. These investments have included the introduction of new, more efficient vessels and the upgrading of existing ones with advanced energy-saving technologies. One of the most recent projects involves the application of the low-friction hull coating XGIT-FUEL across its fleet, which helps to reduce fuel consumption and emissions by reducing vessel drag.
Thomas Doepel, VP and Deputy CEO at Finnlines, commented on the initiative: “Our commitment to sustainability is at the forefront of every decision we make. By integrating XGIT-FUEL into our fleet, we are not only reducing costs and advancing our environmental goals but also setting a new standard in the industry for environmental responsibility.”
XGIT-FUEL is a biocide-free, hard foul release coating that offers an environmentally friendly alternative to conventional toxic anti-fouling and soft-foul release hull coatings. In addition to reducing vessel drag, it incorporates graphene to enhance resistance to mechanical damage, making it more suitable for vessels sailing in icy conditions, and it can be cleaned without affecting the surface of the coating. Requiring only one layer, its application is more efficient compared to alternatives, and the temperature range for applying XGIT-FUEL, from -5 to 40°C, broadens the application period and enables Finnlines to enhance the performance of vessels scheduled for winter drydocking.
Maiko Arras, the Director of Business Development at GIT, stated, “Finnlines has been a great partner for us in many ways, and their openness to sharing data from their vessels has given us the opportunity to further validate the benefits of the coating. It has become clear that Finnlines has reduced fuel consumption and carbon emissions by around 7% compared to the previous coatings on the vessels whose hulls have been coated with XGIT-FUEL”.
The application of XGIT-FUEL aligns with Finnlines’ broader strategy to enhance operational efficiency and sustainability, particularly under tightening regulatory conditions. The company plans to continue its partnership with GIT Coatings in the coming years, extending the use of XGIT-FUEL to additional vessels within its fleet, thus reinforcing its commitment to environmental stewardship and regulatory compliance.
Read more: https://statnano.com/news/73718/Finnlines-Adopts-GIT-Coatings'-Graphene-based-Hard-Foul-Release-Hull-Coating-Across-Its-Fleet#ixzz8epcm6U3H"
Finnlines Adopts GIT Coatings' Graphene-based Hard Foul Release Hull Coating Across Its Fleet | STATNANO
Finnlines, a leading shipping operator of freight and passenger services, has partnered with GIT Coatings to accelerate its decarbonization efforts by..
GIT Coatings will supply its propeller coating to the entire Pacific Basin fleet after a successful trial on a supramax bulk carrier.
Mar 27, 2024
WheresTheMonkey
Regular
Lools like "We have missed the Boat"Others already have it in use while others are still carrying out field studies.
Robin 2 alias 1 alias whatever is still on the way. However, I can no longer find Robin 4 on Marinetraffic, but there is now a Robin 5.
I suspect that the most recent photos from this year have also disappeared with Robin 4.
At least we have the consolation that Biomer Ltd. is also interested in finding out what has become of their or our experiment.
"Finnlines Adopts Graphene-based Hard Foul Release Hull Coating
2024-05-12
View attachment 65846
Finnlines, a leading shipping operator of freight and passenger services, has partnered with GIT Coatings to accelerate its decarbonization efforts by adopting XGIT-FUEL, an innovative graphene-based hard foul release hull coating, across its ro-ro and ro-pax fleets.
Starting with their first vessel in 2022, Finnlines has already applied this high-performance hull coating to four vessels as part of a recently signed fleet agreement, reducing fuel consumption and emissions by around 7% compared to previously used coating.
Over the past decade, Finnlines has invested significantly in its sustainability initiatives, dedicating hundreds of millions of euros to enhancing vessel performance and reducing carbon emissions. These investments have included the introduction of new, more efficient vessels and the upgrading of existing ones with advanced energy-saving technologies. One of the most recent projects involves the application of the low-friction hull coating XGIT-FUEL across its fleet, which helps to reduce fuel consumption and emissions by reducing vessel drag.
Thomas Doepel, VP and Deputy CEO at Finnlines, commented on the initiative: “Our commitment to sustainability is at the forefront of every decision we make. By integrating XGIT-FUEL into our fleet, we are not only reducing costs and advancing our environmental goals but also setting a new standard in the industry for environmental responsibility.”
XGIT-FUEL is a biocide-free, hard foul release coating that offers an environmentally friendly alternative to conventional toxic anti-fouling and soft-foul release hull coatings. In addition to reducing vessel drag, it incorporates graphene to enhance resistance to mechanical damage, making it more suitable for vessels sailing in icy conditions, and it can be cleaned without affecting the surface of the coating. Requiring only one layer, its application is more efficient compared to alternatives, and the temperature range for applying XGIT-FUEL, from -5 to 40°C, broadens the application period and enables Finnlines to enhance the performance of vessels scheduled for winter drydocking.
Maiko Arras, the Director of Business Development at GIT, stated, “Finnlines has been a great partner for us in many ways, and their openness to sharing data from their vessels has given us the opportunity to further validate the benefits of the coating. It has become clear that Finnlines has reduced fuel consumption and carbon emissions by around 7% compared to the previous coatings on the vessels whose hulls have been coated with XGIT-FUEL”.
The application of XGIT-FUEL aligns with Finnlines’ broader strategy to enhance operational efficiency and sustainability, particularly under tightening regulatory conditions. The company plans to continue its partnership with GIT Coatings in the coming years, extending the use of XGIT-FUEL to additional vessels within its fleet, thus reinforcing its commitment to environmental stewardship and regulatory compliance.
Read more: https://statnano.com/news/73718/Finnlines-Adopts-GIT-Coatings'-Graphene-based-Hard-Foul-Release-Hull-Coating-Across-Its-Fleet#ixzz8epcm6U3H"
Finnlines Adopts GIT Coatings' Graphene-based Hard Foul Release Hull Coating Across Its Fleet | STATNANO
Finnlines, a leading shipping operator of freight and passenger services, has partnered with GIT Coatings to accelerate its decarbonization efforts by..statnano.com
GIT Coatings will supply its propeller coating to the entire Pacific Basin fleet after a successful trial on a supramax bulk carrier.
Mar 27, 2024
View attachment 65847
cosors
👀
We did indeed miss these boats.Lools like "We have missed the Boat"
But this news also shows that it works. I did some reading around yesterday and the graphene coating seems to be catching on now. There is a huge market emerging.
If they can save 7% fuel just by coating their propellers, then that speaks in favour of this technology.
As far as I know, this is the biggest field of application for graphene so far when it comes to mass. Cost savings always prevail.
Amazon is building its own fleet, I read some time ago.
Can I drag the brains trust away from stolen row boats for a minute (
)
Tal-Si... it can be a standalone product that doesn't need Vittangi graphite, and can use recycled black mass or graphite from a 3rd party. Whilst almost all eyes are fixated on the SC, I'm keen to hear if others think Tal-Si might jump out from behind and introduce itself, potentially before FID is locked up for Stage 1 of Tal-C.
I'm pretty sure MT has mentioned they were close to having some finance underwritten, but it fell over, and now it sounds as though Government aid is being sought.
I'm keen on Tal-Si, I think it'll surprise to the upside, and just maybe something pops whilst we all wait. And if it can burn some shorts too, well that'd be Xmas comes early for me!
)Tal-Si... it can be a standalone product that doesn't need Vittangi graphite, and can use recycled black mass or graphite from a 3rd party. Whilst almost all eyes are fixated on the SC, I'm keen to hear if others think Tal-Si might jump out from behind and introduce itself, potentially before FID is locked up for Stage 1 of Tal-C.
I'm pretty sure MT has mentioned they were close to having some finance underwritten, but it fell over, and now it sounds as though Government aid is being sought.
I'm keen on Tal-Si, I think it'll surprise to the upside, and just maybe something pops whilst we all wait. And if it can burn some shorts too, well that'd be Xmas comes early for me!
curiousmagpie
Regular
Can I drag the brains trust away from stolen row boats for a minute (
Tal-Si... it can be a standalone product that doesn't need Vittangi graphite, and can use recycled black mass or graphite from a 3rd party. Whilst almost all eyes are fixated on the SC, I'm keen to hear if others think Tal-Si might jump out from behind and introduce itself, potentially before FID is locked up for Stage 1 of Tal-C.
I'm pretty sure MT has mentioned they were close to having some finance underwritten, but it fell over, and now it sounds as though Government aid is being sought.
I'm keen on Tal-Si, I think it'll surprise to the upside, and just maybe something pops whilst we all wait. And if it can burn some shorts too, well that'd be Xmas comes early for me!
I wasn't aware of any finance falling over. Just that they wanted the whole package together including finance sorted which was close
I think two possible reasons why there has been no news:
1. It's being kept as a backup in the (unlikely) event of a negative SC outcome. If the SC allows the appeal who knows how long that will blow out the timeline by. Years more. So Tal-si would be a company saver in that instance. This may have been a good strategy 6 months ago but in hindsight disastrous.
2. It's not actually that good and there aren't many takers. Lots of Silicon anode startups getting some decent funding, why not Talga? At least 6 years in the making and zero commercial progress. What happened to Johnson Matthey? Unless they are the "industrial conglomerate" referred to in a presentation recently.
Tal-Si is comprised of graphite, graphene and silicon.Can I drag the brains trust away from stolen row boats for a minute (
Tal-Si... it can be a standalone product that doesn't need Vittangi graphite, and can use recycled black mass or graphite from a 3rd party. Whilst almost all eyes are fixated on the SC, I'm keen to hear if others think Tal-Si might jump out from behind and introduce itself, potentially before FID is locked up for Stage 1 of Tal-C.
I'm pretty sure MT has mentioned they were close to having some finance underwritten, but it fell over, and now it sounds as though Government aid is being sought.
I'm keen on Tal-Si, I think it'll surprise to the upside, and just maybe something pops whilst we all wait. And if it can burn some shorts too, well that'd be Xmas comes early for me!
WO2020261194A1 SILICON AND GRAPHITE CONTAINING COMPOSITE MATERIAL AND METHOD FOR PRODUCING SAME 20190618
Cheers Curious.
Re finance, I was lazy as nothing I know fell over Re finance, more so as a package they didn't get the right terms, fit, other..
Re your point 1, I dont see it that way but only those privileged know. Why in hindsight disastrous? I might be missing something here....
And re point 2, to quote MT in the May webinar, "Tal-Si is a world class opportunity."
Now there's no way he can say such unless it has merit. If the product isn't any good (as you hypothetically suggest), he'd very highly likely be in breach of several sections within the Corps Act. So I'm confident that's not the case (or I very much hope not for all our sake).
Thx Dio.
So how does MT elude to being able to set Tal-Si up anywhere and not need Vittangi? Excuse me as clearly I'm a layman in this space!
cosors
👀
Talga needs to hurry up a bit, I'm afraid.Can I drag the brains trust away from stolen row boats for a minute (
Tal-Si... it can be a standalone product that doesn't need Vittangi graphite, and can use recycled black mass or graphite from a 3rd party. Whilst almost all eyes are fixated on the SC, I'm keen to hear if others think Tal-Si might jump out from behind and introduce itself, potentially before FID is locked up for Stage 1 of Tal-C.
I'm pretty sure MT has mentioned they were close to having some finance underwritten, but it fell over, and now it sounds as though Government aid is being sought.
I'm keen on Tal-Si, I think it'll surprise to the upside, and just maybe something pops whilst we all wait. And if it can burn some shorts too, well that'd be Xmas comes early for me!
OEMs are actually slipping under the cowl, e.g. Mercedes or Porsche. Of course, there are still more than enough left.
We have already highlighted one possible candidate with a direct connection. But that is a very small purchase quantity and would be more of a lighthouse.
I hope that the Gordian knot will be slashed with the decision of the Swedish Supreme Court and everything will unravel.
I don't recall the MT comment, but, as long as there is a supply of graphite, graphene, silicon and araldite and copper sheet, the process could be set up anywhere. However, I think the special structural qualities of our graphite (being formed by dead cyanobacteria as distinct from squashed pine trees) do confer advantages.
Yeah, no doubting Vittnagi graphite is preferable. MT made the comment in the recent May webinar. If you get time check it out at 35.20 mins where there's a specific question on it. Cheers
I imagine any qualification done to date has been done using vittangi graphite.Can I drag the brains trust away from stolen row boats for a minute (
Tal-Si... it can be a standalone product that doesn't need Vittangi graphite, and can use recycled black mass or graphite from a 3rd party. Whilst almost all eyes are fixated on the SC, I'm keen to hear if others think Tal-Si might jump out from behind and introduce itself, potentially before FID is locked up for Stage 1 of Tal-C.
I'm pretty sure MT has mentioned they were close to having some finance underwritten, but it fell over, and now it sounds as though Government aid is being sought.
I'm keen on Tal-Si, I think it'll surprise to the upside, and just maybe something pops whilst we all wait. And if it can burn some shorts too, well that'd be Xmas comes early for me!
I believe using recycled black mass as the input to Talnode-Si would require requalification from the start given the different processes involved. I think if it were to jump out of nowhere, it would be for a short implementation time if the SC rejected the appeal, or a longer implementation time if they haven't and the customer needed time to qualify Talnode-Si from recycling (or alternative graphite source which I'd doubt).
I also feel like in one of the presentations or comments somewhere, recycled graphite would only be used for structural purposes (I.e. Coating the silicon), and new graphite would be needed for the rest, so still not 100% independent from Vittangi. Or maybe Talnode-Si could be from recycled graphite (50% silicon 50% carbon structure) but it needs to be blended in with graphite still, which would be from vittangi (Talnode-C, if a customer purchased both from us)
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