WheresTheMonkey
Regular
That's the only sensible thing you have posted since last November
Thanks for the tip
TLG Discussion 2022
- Thread starter zeeb0t
- Start date
Thanks for the tip
curiousmagpie
Regular
Yeah that's Niska. Now do Vittangi
curiousmagpie
Regular
I'm willing to bet there will never be a material sale of Talcoat or Talcrete. It's dead and they just haven't let go yet. At least they appear to have let go of Talnode-X and Taldnode-e or are you just gonna ignore those?
WheresTheMonkey
Regular
OK EVERYONE LET'S JUST IGNORE THE TROLL
AS SOON AS YOU DEMOLISH EACH ARGUMENT HE RUNS DOWN YET ANOTHER RABBIT HOLE
IT IS A TROLL
IGNORE IT
curiousmagpie
Regular
I see we’ve reached the “troll” and “downramper” phase of denial.
Anyone gonna actually answer what’s happened to Talnode-X or Talnode-e? Is nobody concerned that things like this and ship coatings and the whole graphene business never actually goes anywhere? It’s all talk.
Anyone gonna actually answer what’s happened to Talnode-X or Talnode-e? Is nobody concerned that things like this and ship coatings and the whole graphene business never actually goes anywhere? It’s all talk.
cosors
👀
Some honey
This page goes on and on with all the links or the upcoming events. Too much to post. A good pastime and outlook.
I find the collaboration with Japan and Korea interesting.
IPCEI is the abbreviation of „Important Project of Common European Interest“.
"Issue 02/2024 | Building an Integrated European Battery Ecosystem
July 4, 2024
The landscape of the global battery market is currently undergoing a period of upheaval in which Europe - against all odds - is making great efforts to establish itself as a major player. The European battery ecosystem has been identified as critical to the region's industrial policy strategy and its transition to a low-carbon economy.
In recent years, the European Commission, the European Investment Bank, Member States and industry stakeholders have joined forces to strengthen European competitiveness. The aim of this initiative is to create a vital, sustainable and innovative battery ecosystem in Europe. The alliance has been a catalyst for the emergence of an EU ecosystem comprising over 260 industry and innovation players covering the entire battery value chain.
Despite this progress, challenges remain. The European battery market is still in its early stages compared to the Asian markets, which dominate with a share of 85%. To close this gap, Europe is focussing on building a battery industry that is not only competitive but also complies with sustainability and ethical production standards.
Looking to the future, the IPCEI's role in the battery industry is not just about meeting immediate requirements. It is about setting a precedent for innovation, sustainability and collaboration that will shape the future of energy storage and mobility. The continued expansion of the European battery ecosystem, the strategic focus on sustainability and the collaborative spirit of the IPCEI are paving the way for a brighter, greener future.
So there is still a lot to do, and above all it is about joining forces and acting together today and tomorrow to overcome hurdles. The path is pointing towards a robust and sustainable battery industry that will play a central role in Europe's economic and environmental future. The journey is well underway and Europe is leading the it with determination and ingenuity.
Enjoy our colourful bouquet of information and let's stay together in the second half of the year and beyond.
Uwe Seidel and Stefan Wolf
Programme Management IPCEI Battery, VDI/VDE-IT
www.ipcei-batteries.eu
If that's not enough:
batterieseurope.eu
PDFs with Talga mentioned, of course:
2024
BATTERY CELL PRODUCTION IN EUROPE: STATUS QUO AND OUTLOOK
2023
Mechanical and plant engineering: A strategic component of the European battery ecosystem Cooperation as a key to success?
This page goes on and on with all the links or the upcoming events. Too much to post. A good pastime and outlook.
I find the collaboration with Japan and Korea interesting.
IPCEI is the abbreviation of „Important Project of Common European Interest“.
"Issue 02/2024 | Building an Integrated European Battery Ecosystem
July 4, 2024
Editorial
Welcome battery enthusiasts!The landscape of the global battery market is currently undergoing a period of upheaval in which Europe - against all odds - is making great efforts to establish itself as a major player. The European battery ecosystem has been identified as critical to the region's industrial policy strategy and its transition to a low-carbon economy.
In recent years, the European Commission, the European Investment Bank, Member States and industry stakeholders have joined forces to strengthen European competitiveness. The aim of this initiative is to create a vital, sustainable and innovative battery ecosystem in Europe. The alliance has been a catalyst for the emergence of an EU ecosystem comprising over 260 industry and innovation players covering the entire battery value chain.
Despite this progress, challenges remain. The European battery market is still in its early stages compared to the Asian markets, which dominate with a share of 85%. To close this gap, Europe is focussing on building a battery industry that is not only competitive but also complies with sustainability and ethical production standards.
Looking to the future, the IPCEI's role in the battery industry is not just about meeting immediate requirements. It is about setting a precedent for innovation, sustainability and collaboration that will shape the future of energy storage and mobility. The continued expansion of the European battery ecosystem, the strategic focus on sustainability and the collaborative spirit of the IPCEI are paving the way for a brighter, greener future.
So there is still a lot to do, and above all it is about joining forces and acting together today and tomorrow to overcome hurdles. The path is pointing towards a robust and sustainable battery industry that will play a central role in Europe's economic and environmental future. The journey is well underway and Europe is leading the it with determination and ingenuity.
Enjoy our colourful bouquet of information and let's stay together in the second half of the year and beyond.
Uwe Seidel and Stefan Wolf
Programme Management IPCEI Battery, VDI/VDE-IT
Content
- EuBatIn Quarterly | Issue 11
- Market Update: Battery Cell Production in Europe - Status Quo and Outlook
- Battery Insights: Staying ahead in the evolving European battery ecosystem
- IPCEI Batteries Update: First IPCEI Conference held in Bologna, Italy
- The European Batteries R&I Community
- Qualification & Training: The "National Advisory Board for Vocational Training in Battery Cell Manufacturing and Value Chain"
- Project ALBATTS - Insights from the ALBATTS Final Conference
- International Observation: Fact-finding Mission to Asia
- Batteries Europe: Overview of International R&D&I Battery Funding and Global Benchmarks for Battery KPIs
- Battery Innovation Days 2024: Save the Date & Sponsorship Opportunites
- Save the Date: 5th Future Battery Forum 2024
- Events, conferences & networking
- Legal Notice / Acknowledgements / Subscription"
EuBatIn Quarterly | Issue 11
www.ipcei-batteries.eu
If that's not enough:
Batteries Europe
Batteries Europe is the platform bringing together all relevant stakeholders in the European batteries research and innovation ecosystem in order to develop and support a competitive battery value chain in Europe.
batterieseurope.eu
PDFs with Talga mentioned, of course:
2024
BATTERY CELL PRODUCTION IN EUROPE: STATUS QUO AND OUTLOOK
2023
Mechanical and plant engineering: A strategic component of the European battery ecosystem Cooperation as a key to success?
Is Stefan Wolf the brainchild of Hernann Hesse?Some honey
This page goes on and on with all the links or the upcoming events. Too much to post. A good pastime and outlook.
I find the collaboration with Japan and Korea interesting.
IPCEI is the abbreviation of „Important Project of Common European Interest“.
"Issue 02/2024 | Building an Integrated European Battery Ecosystem
July 4, 2024
Editorial
Welcome battery enthusiasts!
The landscape of the global battery market is currently undergoing a period of upheaval in which Europe - against all odds - is making great efforts to establish itself as a major player. The European battery ecosystem has been identified as critical to the region's industrial policy strategy and its transition to a low-carbon economy.
In recent years, the European Commission, the European Investment Bank, Member States and industry stakeholders have joined forces to strengthen European competitiveness. The aim of this initiative is to create a vital, sustainable and innovative battery ecosystem in Europe. The alliance has been a catalyst for the emergence of an EU ecosystem comprising over 260 industry and innovation players covering the entire battery value chain.
Despite this progress, challenges remain. The European battery market is still in its early stages compared to the Asian markets, which dominate with a share of 85%. To close this gap, Europe is focussing on building a battery industry that is not only competitive but also complies with sustainability and ethical production standards.
Looking to the future, the IPCEI's role in the battery industry is not just about meeting immediate requirements. It is about setting a precedent for innovation, sustainability and collaboration that will shape the future of energy storage and mobility. The continued expansion of the European battery ecosystem, the strategic focus on sustainability and the collaborative spirit of the IPCEI are paving the way for a brighter, greener future.
So there is still a lot to do, and above all it is about joining forces and acting together today and tomorrow to overcome hurdles. The path is pointing towards a robust and sustainable battery industry that will play a central role in Europe's economic and environmental future. The journey is well underway and Europe is leading the it with determination and ingenuity.
Enjoy our colourful bouquet of information and let's stay together in the second half of the year and beyond.
Uwe Seidel and Stefan Wolf
Programme Management IPCEI Battery, VDI/VDE-IT
Content
- EuBatIn Quarterly | Issue 11
- Market Update: Battery Cell Production in Europe - Status Quo and Outlook
- Battery Insights: Staying ahead in the evolving European battery ecosystem
- IPCEI Batteries Update: First IPCEI Conference held in Bologna, Italy
- The European Batteries R&I Community
- Qualification & Training: The "National Advisory Board for Vocational Training in Battery Cell Manufacturing and Value Chain"
- Project ALBATTS - Insights from the ALBATTS Final Conference
- International Observation: Fact-finding Mission to Asia
- Batteries Europe: Overview of International R&D&I Battery Funding and Global Benchmarks for Battery KPIs
- Battery Innovation Days 2024: Save the Date & Sponsorship Opportunites
- Save the Date: 5th Future Battery Forum 2024
- Events, conferences & networking
- Legal Notice / Acknowledgements / Subscription"
EuBatIn Quarterly | Issue 11
If that's not enough:
Batteries Europe
Batteries Europe is the platform bringing together all relevant stakeholders in the European batteries research and innovation ecosystem in order to develop and support a competitive battery value chain in Europe.
PDFs with Talga mentioned, of course:
2024
BATTERY CELL PRODUCTION IN EUROPE: STATUS QUO AND OUTLOOK
2023
Mechanical and plant engineering: A strategic component of the European battery ecosystem Cooperation as a key to success?
WheresTheMonkey
Regular
curiousmagpie
Regular
fellas is it trolling to ask why some of the companies products have disappeared from the website?
curiousmagpie
Regular
My assertion is that as it stands Vittangi won't get funded.
The DFS was based on anode sale price of US$12,312/t for a pre-tax NPV of US$1,054MM
If you look at the project sensitivities, a 25% drop in Tal-C price (US$9,384/t) gives a PRE-TAX NPV of about US$500M
As it stands US$9,000/t is very optimistic. $6,000-8,000/t (maybe).
So Vittangi post-tax NPV (which is what matters) is probably currently in the region of US$300MM. Capex is more than 2X that at around US$650MM
Projects with CAPEX > NPV typically don't get funded. Too much risk on the investment for the reward. Projects with CAPEX > 2X NPV absolutely do not get funded.
Find me one example in the 1000s of asx explorers and developers that have made it to producers where their initial project capex was 2X or more the NPV. ONE example and I will go away forever.
Vittangi will not get funded as it stands. How's that for a negative assertion?
I'll bite.
We don't have a factory to produce graphene. We have a lab producing samples. And we're not spending money on building a dedicated graphene plant because while there are play projects, there's no real demand to support a business from what I've seen. Go take a look at First Graphene, they went down that path.
My understanding is we were going to rely on leftovers and waste from the Niska expansion to make graphene, and given Sweden has sat on whether to even listen to the appeal for phase 1 for almost an entire year, I doubt we're seeing phase 2 in production the next year or 2, and therefore no graphene to sell.
Am I worried? No. I'm not sure why you're expecting sales and contracts or loud announcements for it anytime soon? They've stated in webinars that these projects still exist but aren't a priority, and I can understand why and agree with that logic. Ask me again in a few years time once we are building phase 2 and still have no contracts for graphene.
cosors
👀
_____________
The IPCEI is supported by the German GmbH VDI/VDE-IT, whose shareholders are the Association of German Engineers (VDI) and the Association for Electrical, Electronic & Information Technologies (VDE). The VDI and VDE are the remaining pride of Germany from an engineering perspective. They also contribute to norms and standards. That's why some authors or speakers in videos on this page are typically German.) I had to smile at the pronunciation.
Here is another detail to smile about:
Hermann is a classic German male first name. The name is composed of the Old High German words "heri" for "army" and "man" for "man". Hermann therefore means something like "soldier", "warrior" or "fighter". The spelling "Herrmann" is also quite common.
In Germany, the figure of Hermann the Cheruscan, based on Arminius as a historical person, became a national myth and symbolic figure from the second half of the 18th century and part of the German founding myth.
Ooooh you got so close to your first actual point! It's an assertion, but still unfounded and un-evidenced.
So now the NPV is the issue, rather than market cap? Pick a point and think it out properly.
... and why are you comparing Talga to a miner rather than a specialised industrial product manufacturer?
curiousmagpie
Regular
The project NPV, capex and company market cap are all interrelated when analyzing the project viability for reasons that should be obvious.
I compared with other miners to be generous, because mining projects are typically lower risk than a combined mining + specialized industrial product project for reasons that should be obvious
You seem to think you did a thing here but just showed up how out of your depth you are and don’t even realise it
WheresTheMonkey
Regular
Yeah........................how many times has he said he is hanging around to pick up cheap shares in the next CR so he can re-invest into a dead beat company with projects that wont get funding.
He's a troll.................................do we know what Pabs calls himself these days ?
Only asking as the posts have the hallmarks of a vindictive moron
Last edited:
curiousmagpie
Regular
Project won't get funded as it stands correct. It's dead for now but a change in circumstances would make it investible again. It needs either global anode pricing to rise rapidly (seems unlikely in the mid-term) or commitment from EU battery cos to pay above market rate for their anode (no sign anyone is willing to do that).
But it's not about buying when it's cheap. I'd buy at $1+ if the conditions were better and the risks weren't as high.
Anyway looks like that 55c support will fall today, after that there is no floor. Easily could go under 40c.
But it's not about buying when it's cheap. I'd buy at $1+ if the conditions were better and the risks weren't as high.
Anyway looks like that 55c support will fall today, after that there is no floor. Easily could go under 40c.
JoMo68
Regular
I had wondered the same thing myself...
curiousmagpie
Regular
$0.55 GONE
MT margin call next
MT margin call next
Similar threads
- Article
