That is indeed interesting.I overheard someone talking about Shanshan in Finland so I thought I'd check it out.
- 1.3B for 100ktpa anode plant.
Help me out with this guys. Because I'm worried about how Talga's capex has gone up. It's nice to have this number as a benchmark.
0.525B, lets use worst case +-50% accuracy range >> 0.79B
SHANSHAN 1.3B for 100ktpa
TALGA 0.8B for 120ktpa
Now if I'm not mistaken, Talga looks pretty good there by comparison.
And I'm skeptical how much EU funding is going to go to entrenching Chinese dominance in the supply chain.
That's just capex for plant. The juicy bet for us comes when you look at the cost of production which is cheaper for natural especially when you have that sweet, sweet high-grade ore
View attachment 66497
LOLShanshan in Finland
Putailai in Sweden
Both will likely be producing 100,000s of tonnes of cheap synthetic graphite before Talga switch on the Lulea plant. They’ll ramp very quickly because they’re using processes they’ve already proven at scale. It’s not natural graphite but the OEMs won’t care. Price will come first. Talga currently struggling to lead the EU natural graphite anode race in a field of one.
Interesting post and interesting article. I wqs actually just listening t9 a podcast yesterday on a very similar discussion. The article talks about the Chinese system not extracting value the whole way along the process, and I think its worth adding to that that Chinese companies are more likely to be vertically integrated; another reason they're not pushed to extract value /add cost at every single step. I've heard people argue BYD - which started in batteries before moving to cars - is one of the most vertically integrated companies in the world. Compare that to Boeing falling to pieces (pun not intended) after selling off core parts of the business.Appears to be a reframing of this recent article
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China's subsidies create, not destroy, value - Asia Times
Cash rules everything around me C.R.E.A.M., get the money Dollar dollar bill, y'all – Wu-Tang Clan A common narrative bandied about by the Westernasiatimes.com
I’m not sure what’s more disappointing. Your lackluster performance for investing (& crystallizing your big losses) or your online behavior slinging these type of comments. Why taunt people trying to keep positive on a company that has so much promise to deliver, if (or rather, when) given the chance? It’s getting embarrassing now. I don’t doubt you tell kids Santa isn’t teal just to make yourself feel better knowing you’re right. Please bud, let’s keep TSE classy and jump over the whitehaven.
Haha! Well it "ends" in 10 years when we're all enjoying dividends, laughing at some the BS artists on forums trying to weasel unsuspecting rookies out of their shares.Thanks to my lackluster performance for investing I crystalized my big loss at 70c.
Share price is down over 33% since then. Anyone else wish they executed the same lackluster performance?
The only lacklustre performance and embarrassment here is from the lack of execution by Talga.
Stock is in freefall and you're all in denial. Where does this end?
My understanding is that the next CR is limited to around $14M due to the annual 15% constraint for current shareholders unless they do a placement. But I think we need a combo of both for say a total of $22M (50 odd million shares dilution)IMO the opinions that are all doom & the opinions that its all going to be roses, are both kinda unhelpful in their own ways (the company isn't dead, success isn't guaranteed).
I hope they don't need to raise much at the next CR because the amount of dilution we're facing is concerning.
Are you in all seriousness finished rubbing yourself yet? Do you want a gold star like a child begging one from a teacher? There’s none here to give out. So, you sold most of your half a million shares at around 70c (possibly looking to re-enter should a CR eventuate in the future which still bemuses me Curious). Well, at least you have a nice chunky capital loss to offset any future gains you might happen to make on Whitehaven or wherever you see your fantastic investment returns in the future. What sort of thinking is this? It’s child play day-trading at best. The timeframe should be many many years for this speculative pre-revenue company to play out. Whilst you fly over your cuckows nest, mulling over Whitehaven, I’ll sit back and let you gleam how you only shit your pants a little bit and not a lot over the ‘stock’ price dropping, as that’s really how you see the company. Go back to your nestThanks to my lackluster performance for investing I crystalized my big loss at 70c.
Share price is down over 33% since then. Anyone else wish they executed the same lackluster performance?
The only lacklustre performance and embarrassment here is from the lack of execution by Talga.
Stock is in freefall and you're all in denial. Where does this end?
Are you in all seriousness finished rubbing yourself yet? Do you want a gold star like a child begging one from a teacher? There’s none here to give out. So, you sold most of your half a million shares at around 70c (possibly looking to re-enter should a CR eventuate in the future which still bemuses me Curious). Well, at least you have a nice chunky capital loss to offset any future gains you might happen to make on Whitehaven or wherever you see your fantastic investment returns in the future. What sort of thinking is this? It’s child play day-trading at best. The timeframe should be many many years for this speculative pre-revenue company to play out. Whilst you fly over your cuckows nest, mulling over Whitehaven, I’ll sit back and let you gleam how you only shit your pants a little bit and not a lot over the ‘stock’ price dropping, as that’s really how you see the company. Go back to your nest
[...]Insiders say that among the suppliers of materials for these 4680 batteries produced in the United States by Tesla, there are almost no Chinese companies left, with some of the production equipment also having been switched to Japanese, European, and American companies. The steps still using Chinese equipment are also looking for alternative solutions.
Since starting in-house production of the 4680 batteries in 2023, Tesla has changed its battery supply chain, reducing dependence on external suppliers, including those from China. Currently, the "compromise version" of the 4680 being mass-produced in Tesla's Texas factory uses wet cathodes from LG and two Chinese companies, along with Tesla’s own dry anodes. If mass production of the dry electrode 4680 batteries succeeds and achieves a high yield, Tesla will be able to fully produce the 4680 batteries in-house, no longer relying on suppliers for core components. External suppliers will lose a portion of Tesla's incremental orders. In Musk's optimistic vision of 2021, Tesla aimed to produce at least 30% of its automotive batteries itself.
27 | 2023-12-08 | The target is reallocated from Unit 2, R 23 to Special 3, JS 36 | ||
28 | 2023-12-08 | The target is reallocated from Unit 2, R 23, Special 3, JS 36 to Unit 2, R 23 | ||
29 | 2023-12-08 | The target is reallocated from Unit 2, R 23 to Special 3, JS |
35 | |||
30 | 2023-12-13 | 21 | Power of attorney with original signature for lawyers Kenneth Lewis and Deniz Ünal (Gabna Sami village) |
31 | 2024-05-02 | 22 | Request for an explanation from Advocate Joel Mårtensson and lawyer Nils Lundahl |
32 | 2024-05-03 | The request for priority has been handled administratively (not granted). The decision has been sent to the representative of Talga AB by e-mail. | |
/OSPE |
If it was 2.38 Qtrs at the end of March then by the end of June I reckon at best it would be 1.6 to 1.7 if they really have cut back on expenditure. But if it is under 2 Quarters as it almost certainly will be they still have to disclose where the future funding is coming from anywayI'm also eager to see the cash statement to ascertain the runway before a capital raise. If all work stopped and the only outgoing was employees salaries - how long is the runway ?
Again just a hypothesis or wishful thinkingIf it was 2.38 Qtrs at the end of March then by the end of June I reckon at best it would be 1.6 to 1.7 if they really have cut back on expenditure. But if it is under 2 Quarters as it almost certainly will be they still have to disclose where the future funding is coming from anyway