TLG Discussion 2022

[curiousmagpie]

This all comes down to whether or not you believe management and the insights we get from things like the quarterly updates.
If you dont trust the management, you shouldn't be investing in a company - period. Dont then come on here and wringen that management isn't spoon-feeding you regular sugar-coated announcements of what's going on behind closed doors.

why would anyone trust the management at this stage? That trust needs to be earned and the last 18 months have been nothing but missed deadlines and broken promises. Very little creditability as far as I’m concerned.

I would respect it much more if they were honest about what’s going on - the economics of the project don’t work at current market prices, so they’re waiting until things improve to make the FID. Mark was heavily incentivized to make it happen by end 2024 but couldn’t do it.

Honesty would give more certainty to the market that everything is ok but the timing is off. Current strategy just leaves too many open questions. Does anyone actually still want the anode material? Are there really strategic investors queuing up?

Things like talnode-si and a couple of lithium rock chips get dangled as carrots but then nothing. All talk and no action.

 

[blondeaussie]

why would anyone trust the management at this stage? That trust needs to be earned and the last 18 months have been nothing but missed deadlines and broken promises. Very little creditability as far as I’m concerned.

I would respect it much more if they were honest about what’s going on - the economics of the project don’t work at current market prices, so they’re waiting until things improve to make the FID. Mark was heavily incentivized to make it happen by end 2024 but couldn’t do it.

Honesty would give more certainty to the market that everything is ok but the timing is off. Current strategy just leaves too many open questions. Does anyone actually still want the anode material? Are there really strategic investors queuing up?

Things like talnode-si and a couple of lithium rock chips get dangled as carrots but then nothing. All talk and no action.

I'm sure you've got better insight and experience on "rock chips" than SQM!

 

[JNRB]

why would anyone trust the management at this stage? That trust needs to be earned and the last 18 months have been nothing but missed deadlines and broken promises. Very little creditability as far as I’m concerned.

I would respect it much more if they were honest about what’s going on - the economics of the project don’t work at current market prices, so they’re waiting until things improve to make the FID. Mark was heavily incentivized to make it happen by end 2024 but couldn’t do it.

Honesty would give more certainty to the market that everything is ok but the timing is off. Current strategy just leaves too many open questions. Does anyone actually still want the anode material? Are there really strategic investors queuing up?

Things like talnode-si and a couple of lithium rock chips get dangled as carrots but then nothing. All talk and no action.

OMG 18 months of not smashing the milestones we expected!!!
Yes, it's shit. But stop carrying on like nothing has happened cos that's just rubbish..

And if you can't broaden your perspective beyond 18 months, you shouldn't be investing in an early stage company developing a new mine and new technology. That's just laughable.


TO EVERYONE ELSE HERE
This guys is a waste of time, not spending any more of mine. WI will have him on ignore after this.
Please don't listen to his incessant, unfounded and unsupported drivel.

 

[Pharvest]

Yup 100% he talks a load of bollocks

 

[curiousmagpie]

Yup 100% he talks a load of bollocks

It’s not bollocks though is it. Tell me one thing I’ve been proved wrong about so far.

Where’s the updated expansion study?
Where’s the imminent offtake?
Where’s the FID?
Where’s the Talnode-si deal?
Where’s the dam wall bursting?

Not a healthy investment approach if you just ignore valid negative commentary just because it goes against your narrative. No one can be happy with the wealth destruction here in a generational bull market. Why pretend otherwise?

Happy to concede I am wrong if a strategic investment is announced that doesn’t crush the share price and give a massive part of the company away.
Happy to concede I am wrong if they announce a meaningful commercial deal for Talnide-si that increases the share price
Happy to concede I’m wrong if they announce an offtake for a $/t price even 75% of the DFS

 

[JNRB]

I'm on EU time so only see things at the end of the day...
+11% today!?
And seems like radio silence on TSE here?
Have I missed a memo or something?

 

[Semmel]

I'm on EU time so only see things at the end of the day...
+11% today!?
And seems like radio silence on TSE here?
Have I missed a memo or something?

Most of us are in the same boat. No idea why.

 

[ACinEur]

Nothing I could find here in Aus…

 

[BlackBeak]

I'm on EU time so only see things at the end of the day...
+11% today!?
And seems like radio silence on TSE here?
Have I missed a memo or something?

My theory is I was forced to sell some at 42c to pay for some expenses, I’m expecting $2 on new news imminently.

 

[JNRB]

My theory is I was forced to sell some at 42c to pay for some expenses, I’m expecting $2 on new news imminently.

I need to also, and I've been fighting sooo hard to try and hold off at least until maybe CRMA projects get announced.

 

[cosors]

I'm on EU time so only see things at the end of the day...
+11% today!?
And seems like radio silence on TSE here?
Have I missed a memo or something?

Good morning!
For my part, I am so quiet because there is nothing worth mentioning from my side. The SP is so low that there's nothing for me to celebrate at the moment. Even the small jump doesn't change that for now. More should follow.
The Lulea Riding Club is celebrating Talga as a sponsor and Kiruna is celebrating the fact that they will be European Capital of Culture 2029, but they don't mention who is currently sponsoring the culture.
So I keep waiting until there is something worth discussing.

 

[freewind]

https://www.vianode.com/news/vianod...t-for-ev-battery-grade-anode-graphite-with-gm

The Offtake Agreement is relatively meaningless and contains few facts.
Are any of you familiar with Vianode? How do you see this competition to Talga?

 

[cosors]

https://www.vianode.com/news/vianod...t-for-ev-battery-grade-anode-graphite-with-gm

The Offtake Agreement is relatively meaningless and contains few facts.
Are any of you familiar with Vianode? How do you see this competition to Talga?

Vianode is a subcontractor of the Norwegian Elkem Group. They only produce SG. Their factory in Norway will have a small capacity of 2000 tonnes, equivalent to 30k EVs.

Talga remains the only major player for NG here in Europe, for the time being and as far as I know.
As we know from a number of reports in the past, more NG will be added to batteries in the future because it is simply cheaper and has a better footprint.

I see the news as good because it shows that things ex-China are gradually getting off the ground.

___________

In calendar week 3, I still can't find anything in the government's agenda about the two outstanding issues:

Sökresultat

www.regeringen.se

 

[Semmel]

No idea about vianode. Good luck to them, they signed a contract with a lead duck.

On another node.. Mark chose to post this half an hour ago on X:

Looking forward to 2025. Lots on/see you all soon. Meanwhile here’s a sweet little summary of EV war (so far) https://youtu.be/rkxMdmipYqM?si=Vgm3Pudk22Gjz934 note #graphite in graphics and investment required to even catch up $TLG $TLG.ax

which contains a link to this video:



Its worth a watch. I dont want to read anything into this as this is too ambiguous if its supposed to be a bread crumb. My bet is, that it is something that Mark agrees with and found interesting. Without any connection to anything specific of Talga. Yes, we are in a battery trade war with China. The EU and to some extend the US better boost the local champions!

 

[cosors]

An update:

https://www.europarl.europa.eu/RegData/etudes/BRIE/2025/767198/EPRS_BRI(2025)767198_EN.pdf

For the archives only.
Keywords: Taxonomy, Strategic Projects, Net-Zero Industry Act NZIA, CRMA

_____
More to this topic, an update:
January 2025

Benefit of an EU strategic innovation agenda​

https://www.europarl.europa.eu/RegData/etudes/STUD/2025/762853/EPRS_STU(2025)762853_EN.pdf

 

[cosors]

For the archive only.

Keywords: STEP, First list of STEP Seals to promote high-quality EU projects in strategic technologies (not projects), EU funding programme, INNOVFUND-2023-NZT-MANUFACTURING Establishing Europe'S First Natural Graphite Anode Production Facility For Sustainable Lithium-Ion Batteries

Unlocking private capital for European industries

Discover how STEP helps drive investment in critical technologies through EU funding and de-risking, supporting innovative projects and European industries' growth.

strategic-technologies.europa.eu

 

[blondeaussie]

My theory is I was forced to sell some at 42c to pay for some expenses, I’m expecting $2 on new news imminently.

Don't worry, they're in safe hands 🫢

 

[cosors]

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An update:

https://www.europarl.europa.eu/RegData/etudes/BRIE/2025/767198/EPRS_BRI(2025)767198_EN.pdf

For the archives only.
Keywords: Taxonomy, Strategic Projects, Net-Zero Industry Act NZIA, CRMA

_____
More to this topic, an update:
January 2025

Benefit of an EU strategic innovation agenda​

https://www.europarl.europa.eu/RegData/etudes/STUD/2025/762853/EPRS_STU(2025)762853_EN.pdf

I am posting this because it is highly up-to-date and therefore an update and because this document with its links is like a signpost through the jungle.
There will be many more tenders to this in the EU.
I keep my fingers crossed that we will soon find out whether Talga will be listed as a strategic project in addition to the €120 million and €70 million commitments. The updates to several documents could suggest that there may be information soon.

 

[JNRB]

No idea about vianode. Good luck to them, they signed a contract with a lead duck.

On another node.. Mark chose to post this half an hour ago on X:

Looking forward to 2025. Lots on/see you all soon. Meanwhile here’s a sweet little summary of EV war (so far) https://youtu.be/rkxMdmipYqM?si=Vgm3Pudk22Gjz934 note #graphite in graphics and investment required to even catch up $TLG $TLG.ax

which contains a link to this video:



Its worth a watch. I dont want to read anything into this as this is too ambiguous if its supposed to be a bread crumb. My bet is, that it is something that Mark agrees with and found interesting. Without any connection to anything specific of Talga. Yes, we are in a battery trade war with China. The EU and to some extend the US better boost the local champions!

NO NO NO NO NO!!
THIS DOESn'T COUnT.
NOT An annOUNCMENT!! NOT AN OFftAKE AGREEMENT!!!

*throws toys out of the pram*

 

[cosors]