TLG Discussion 2022

[teilenswert]

LOL..............................What is "reasonably satisfactory" ?

Bell Potter have SP at $3.07 in 24 months

This may be the case, but they assume that Talga can achieve the sales prices calculated in the DFS and also show the extent to which fluctuations will affect the performance of the share price.

I deliberately didn't put "reasonably satisfactory" in a number. I got in at the all-time high, more or less "all in", spend more time with Talga week after week than a doctor would recommend, and can only hope that in the distant future I can look back on this investment and say that everything was "reasonably satisfactory".

And when you realise that Mark was optimistic in August 2022 that we would reach half a dozen ground-breaking milestones within a few months, and that 16 months later we are still not much further on, you can understand why the buying mood has dampened and the share price has fallen by almost 40 %. So compliments to you all for not letting this get you down, hopefully we will be much further ahead in a year's time.

 

[cosors]

Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
We are ever mindful that our thinking and investments help shape the futures of over 60 million people*. Our diverse client base and robust balance sheet allow us to offer financial strength and stability to help investors achieve their objectives.

The human connection matters in all that we do. Teams across Janus Henderson come together every day to deliver outcomes for our clients – and their clients – that make a difference. We are proud of this responsibility as we fulfil our purpose of ‘Investing in a brighter future together’.

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8 Dec 2023
Key takeaways:
Bacteria can play a key role in reducing carbon emissions and producing the chemicals and advanced materials needed for the energy transition.
The tiny microbes offer a pathway for sectors that are hard to decarbonise and the creation of products using the by-products of carbon emissions. Ancient bacteria also form the basis of graphite deposits that today are being used to produce battery anodes material for electric vehicles.
There are interesting opportunities to invest in innovative, technology-driven resources companies that marry sustainability with long-term growth potential.

I am a huge fan of bacteria. My appreciation for these tiny organisms started with their essential role in making beer and it deepened when I started making sourdough bread during the COVID lockdown. On site visits to Cambridge, UK and Ghent, Belgium earlier this year, I came across some other contributions bacteria are making to humanity. COVID was a reminder of the threat posed by tiny creatures but my travels have shown that these tiny creatures can also play a role in facilitating the energy transition and the journey to achieve net zero.

At their carbon recycling bio-refinery located on the same site as ArcelorMittal’s steel factory in Ghent, Belgium, a small company called LanzaTech (Nasdaq: LNZA) showed me how bacteria can be used to break down waste emissions – carbon dioxide and carbon monoxide to make ethanol and other industrial chemicals. In addition to the facility at ArcelorMittal’s Ghent steel factory, LanzaTech has commercial-scale facilities at five other locations globally, utilising a diverse range of feedstocks.
...

From ancient bacteria to graphite today​

I also learnt how fossilised bacteria facilitate the production of car batteries on a visit to Talga Group’s R&D facility in Cambridge, UK.

Talga is an emerging graphite producer with ambitions to be an advanced materials company. Graphite is used to make battery anodes, an essential component of electric vehicles and energy storage. Organisation for Economic Co-operation and Development (OECD) countries are worried about their reliance on China to process and produce around 90% of the world’s graphite. As the European Union looks to establish local supply chains, it will need natural graphite deposits such as Talga’s in Vittangi, Northern Sweden.

While electric vehicles are a relatively new phenomenon, the graphite that Talga will form into battery anodes began its story two billion years ago when the earth’s atmosphere had very little oxygen and high amounts of carbon dioxide. The only life on our planet were ancient single-celled organisms known as cyanobacteria, which fed off carbon dioxide and produced oxygen, fundamentally changing the chemistry of the atmosphere in the Great Oxygenation Event, setting the stage for the evolution of multi-cellular modern life. The oxygen they produced also poisoned themselves, leading to a wipe-out of the cyanobacteria, which fell to the bottom of shallow seas forming a thick, carbon-rich layer of sediment that became the graphite that Talga will be mining and processing into battery anodes.

Battery anode material – copper coated with graphite

In Cambridge, I met a diverse group of PhD electrochemical and materials specialists. They were far more than academics playing around with anode chemistries and all of them had a sharp understanding of the commercial aspects of their work. Each technical innovation they test is considered in the context of how it could be applied in real-world continuous manufacturing, with respect for the cost limitations around optimising battery functionality. At this lab, staff are experimenting with various chemistries generating patents trademarks. The visit left me with the strong impression that Talga is really a battery anode company with a mine, rather than a mining and processing company. The company sees itself as a technology company that owns its own raw material resources rather than simply a resources company.

This, we think is a perfect example of how the resources sector is reinventing itself to be a contributor to a sustainable economy, creating exciting and significant opportunities for investors along the way."

...

JH Explorer: Tiny yet mighty bacteria are enabling net zero

Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.

www.janushenderson.com

interesting I think

_____
Janus Horizon Responsible Resources Fund

 

[JNRB]

View attachment 51671
Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
We are ever mindful that our thinking and investments help shape the futures of over 60 million people*. Our diverse client base and robust balance sheet allow us to offer financial strength and stability to help investors achieve their objectives.

The human connection matters in all that we do. Teams across Janus Henderson come together every day to deliver outcomes for our clients – and their clients – that make a difference. We are proud of this responsibility as we fulfil our purpose of ‘Investing in a brighter future together’.

€291.1bn
Client assets under management (AUM)

340+
Investment
professionals

24
Offices globally


2,000+
Employees

... ... ...

Home - Low Content Template

Janus Henderson Investors is a leading global active asset manager. We exist to help clients achieve their long-term financial goals.

www.janushenderson.com

/who-we-are/

View attachment 51677
8 Dec 2023
Key takeaways:
Bacteria can play a key role in reducing carbon emissions and producing the chemicals and advanced materials needed for the energy transition.
The tiny microbes offer a pathway for sectors that are hard to decarbonise and the creation of products using the by-products of carbon emissions. Ancient bacteria also form the basis of graphite deposits that today are being used to produce battery anodes material for electric vehicles.
There are interesting opportunities to invest in innovative, technology-driven resources companies that marry sustainability with long-term growth potential.

View attachment 51672
I am a huge fan of bacteria. My appreciation for these tiny organisms started with their essential role in making beer and it deepened when I started making sourdough bread during the COVID lockdown. On site visits to Cambridge, UK and Ghent, Belgium earlier this year, I came across some other contributions bacteria are making to humanity. COVID was a reminder of the threat posed by tiny creatures but my travels have shown that these tiny creatures can also play a role in facilitating the energy transition and the journey to achieve net zero.

At their carbon recycling bio-refinery located on the same site as ArcelorMittal’s steel factory in Ghent, Belgium, a small company called LanzaTech (Nasdaq: LNZA) showed me how bacteria can be used to break down waste emissions – carbon dioxide and carbon monoxide to make ethanol and other industrial chemicals. In addition to the facility at ArcelorMittal’s Ghent steel factory, LanzaTech has commercial-scale facilities at five other locations globally, utilising a diverse range of feedstocks.
...
View attachment 51673
From ancient bacteria to graphite today

I also learnt how fossilised bacteria facilitate the production of car batteries on a visit to Talga Group’s R&D facility in Cambridge, UK.

Talga is an emerging graphite producer with ambitions to be an advanced materials company. Graphite is used to make battery anodes, an essential component of electric vehicles and energy storage. Organisation for Economic Co-operation and Development (OECD) countries are worried about their reliance on China to process and produce around 90% of the world’s graphite. As the European Union looks to establish local supply chains, it will need natural graphite deposits such as Talga’s in Vittangi, Northern Sweden.

While electric vehicles are a relatively new phenomenon, the graphite that Talga will form into battery anodes began its story two billion years ago when the earth’s atmosphere had very little oxygen and high amounts of carbon dioxide. The only life on our planet were ancient single-celled organisms known as cyanobacteria, which fed off carbon dioxide and produced oxygen, fundamentally changing the chemistry of the atmosphere in the Great Oxygenation Event, setting the stage for the evolution of multi-cellular modern life. The oxygen they produced also poisoned themselves, leading to a wipe-out of the cyanobacteria, which fell to the bottom of shallow seas forming a thick, carbon-rich layer of sediment that became the graphite that Talga will be mining and processing into battery anodes.

Battery anode material – copper coated with graphite
View attachment 51674
In Cambridge, I met a diverse group of PhD electrochemical and materials specialists. They were far more than academics playing around with anode chemistries and all of them had a sharp understanding of the commercial aspects of their work. Each technical innovation they test is considered in the context of how it could be applied in real-world continuous manufacturing, with respect for the cost limitations around optimising battery functionality. At this lab, staff are experimenting with various chemistries generating patents trademarks. The visit left me with the strong impression that Talga is really a battery anode company with a mine, rather than a mining and processing company. The company sees itself as a technology company that owns its own raw material resources rather than simply a resources company.

This, we think is a perfect example of how the resources sector is reinventing itself to be a contributor to a sustainable economy, creating exciting and significant opportunities for investors along the way."
View attachment 51676
...

JH Explorer: Tiny yet mighty bacteria are enabling net zero

Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.

www.janushenderson.com

interesting I think

Super interesting. I know bacteria is being looked into for other resources also like as a of separating rare earths.
crazy science

 

[cosors]

They were far more than academics playing around with anode chemistries and all of them had a sharp understanding of the commercial aspects of their work.

The visit left me with the strong impression that Talga is really a battery anode company with a mine, rather than a mining and processing company. The company sees itself as a technology company that owns its own raw material resources rather than simply a resources company.​

 

[cosors]

Hi WTM

It was Cosors who found the article and posted it on another thread here.

I just reposted it on HC.

Thanks, Cosors for all your great efforts in finding these articles.

Gero

I really appreciate your work! We are Talgarians.

 

[teilenswert]

Ultimately, your statement seems to be in line with Bell Potter's estimates in their latest analyst report on Talga, where project funding of ~A$860m was mentioned. Let's hope that they are correct with further assumptions (capital raise of A$342m @$1.35/sh; operating costs of US$2,647/t; LOM sales price of US$12,295). I know there might be further negative deviations here, for example Novonix decreased their sales price expectations significantly, but I hope this can be compensated for elsewhere (e.g. grants for strategic projects). I am slowly coming to terms with the fact that I will actually need a very long breath of +5 years until Niska is live and the share price moves into spheres that are reasonably satisfactory.

https://x.com/Sustainabledud1/status/1733153343881482615?s=20

 

[cosors]

https://x.com/Sustainabledud1/status/1733153343881482615?s=20

vs

.)

But I hear you. Sustainable investing is a hard nut to crack at the moment and not what it originally looked like given FF, NIMBYs and all the others. We'll see which way the money goes after the widespread shorting. I would like to remain confident and recent info supports me in that. I hope the dude is wrong again and bites himself in the backside for his personal individual view. I'm more interested in the big money.

 

[curiousmagpie]

https://x.com/Sustainabledud1/status/1733153343881482615?s=20

Thanks for sharing this. It basically lays out most of my concerns about pricing and funding. The current investment case for Talga relies on some major shifts in external factors outside of the company’s control: government support and a turnaround in the graphite market. Without that it’s looking like a lame duck.

Although I would nit-pick with the depth of the DD in those tweets as it mentions a novel HF acid free process. My understanding is that used to be the case, but the Vittangi DFS quietly changed the flowsheet back to a more traditional process where HF acid is used. It wasn’t super clear from what Talga published at the time but that is my understanding - typical Talga communication style they just dropped talking about HF acid free processes and never mentioned it again.

 

[cosors]

Thanks for sharing this. It basically lays out most of my concerns about pricing and funding. The current investment case for Talga relies on some major shifts in external factors outside of the company’s control: government support and a turnaround in the graphite market. Without that it’s looking like a lame duck.

Although I would nit-pick with the depth of the DD in those tweets as it mentions a novel HF acid free process. My understanding is that used to be the case, but the Vittangi DFS quietly changed the flowsheet back to a more traditional process where HF acid is used. It wasn’t super clear from what Talga published at the time but that is my understanding - typical Talga communication style they just dropped talking about HF acid free processes and never mentioned it again.

Because they have completely changed the process. Initially with electrodes cut directly from the rock and waste was graphene.
?

 

[curiousmagpie]

It also fails to mention what I hope could be Talga’s get out of jail free card from this mess: Tal-Si

 

[Monkeymandan]

An article by Talga’s Sales & Business Dev Exec on linked in.

‘Reflection over Pivot Point for Graphite’

Reflection over Pivot Point for Graphite.

As China curbs exports of battery-grade graphite and USA legislates against Chinese imports for IRA subsidies. Where will supply come from? In a recent development that is sending ripples through the global battery supply chain, China has implemented new export permit restrictions on battery-grade n

www.linkedin.com

 

[Monkeymandan]

For those without Linked In.

 

[teilenswert]

Executive Vice-President Šefčovič hosts a high-level roundtable on strategic raw materials projects

At the invitation of Executive Vice-President for the European Green Deal, Interinstitutional Relations and Foresight Maros Šefčovič and Commissioner for Internal Market Thierry Breton, a high-level roundtable will be held in Brussels this afternoon with representatives of 20 important projects.

single-market-economy.ec.europa.eu

Executive Vice-President Šefčovič hosts a high-level roundtable on strategic raw materials projects​

At the invitation of Executive Vice-President for the European Green Deal, Interinstitutional Relations and Foresight Maros Šefčovič and Commissioner for Internal Market Thierry Breton, a high-level roundtable will be held in Brussels this afternoon with representatives of 20 important raw materials projects.
The projects, selected with the help of European Raw Materials and Battery Alliances, represent the extraction, processing and recycling potential in Europe and in countries with whom the EU has strategic partnerships on raw materials. They are expected to play an important role in the EU's efforts to achieve the Critical Raw Materials Act objectives.
The roundtable will allow the participants to share information on projects' development, with a focus on efforts to ensure projects' sustainability. It will also be an opportunity to hear project owners' views on how the Commission could best support them including in the context of implementing the Critical Raw Materials Act once it enters into force.
All selected projects are expected to start before 2030. Raw materials sectors represented in this afternoon's roundtable include lithium (Germany, Czechia, Spain, Finland) and critical Rare Earth Elements (Estonia, Poland), as well as the recycling sectors (France, Italy, Sweden, Romania), among others. In addition, partner countries will showcase a molybdenum mining project in Greenland; a natural graphite project in Norway; tungsten deposits in Kazakhstan; a Rare Earth Element extraction and processing project in Canada; and a lithium brine extraction and processing in Argentina.
The Commission encourages representatives of those and other projects to prepare for the first call for applications for Strategic Projects, expected to be launched in early 2024, once the Critical Raw Materials Act (CRMA) enters into force.

It looks like the EU is spoilt for choice when it comes to the question of who it should make its funding available to.

 

[cosors]

General Interesting info

We work together with Rud Pedersen EU, a public relations and lobbying agency or consultancy.

"European advice with Scandinavian origins

Since 2020 we have been shaking up the public affairs market in Berlin. Thanks to our enormous growth and network in Berlin and other European metropolises, we can offer a holistic public affairs perspective."
https://www.rudpedersen.com/de​

"Where Business & Politics Meet​

In an increasingly globalised and digitalised world, public affairs can be challenging to navigate. That’s where we come in."
https://www.rudpedersen.com/​

I just wanted to see if there is anything new about the new factory or property search in Germany. The agency operates from Berlin, but also has an office directly in Brussels as in many capitals of Europe.
"Rud Pedersen Public Affairs Company Germany GmbH
Unter den Linden 32-34
D-10117 Berlin, Germany
...
Entry in the Lobby Register for the representation of interests towards the German Bundestag and the Federal Government: Register number R001413
www.lobbyregister.bundestag.de/suche/R001413"


We were once wondering what MT was doing in Berlin. That could be an explanation. I found it because Talga is listed in the German Lobby Register for Transparency as a client of Rud Pedersen EU.

Someone just did a search query on Rud Pedersen it seems.

direct link to PDF


Register entry
Lobby Register
Found entries

Rud Pedersen Public Affairs Germany GmbH
https://www.lobbyregister.bundestag.de/suche/R001413/17631?backUrl=/suche?q=Talga&pageSize=10&filter%5Bactivelobbyist%5D%5Btrue%5D=true&sort=RELEVANCE_DESC


Do not misunderstand. The disclosure requirement is purely routine in order to ensure transparency. And we are only one of 30 clients. And if you take a close look at their clients it is also necessary to work transparently and cleanly. You can see what they're up to on Twitter. https://twitter.com/RudPedersen_EU


and here:
Moderated by Megan Richards, Rud Pedersen.
View attachment 31507


If I had looked more closely I could have noticed it already.


James Stevens
Managing Partner at Rud Pedersen Public Affairs
1 year

One more push for the event we’re organising next week on #rawmaterials and #batteries This week at Raw Materials Week we have heard much about the demand we are likely to see for materials for the #europeangreendeal and #energytransition Join megan RICHARDS Peter Handley Mark Thompson and Vincenzo A. Conforti to hear how we can do that sustainably here in Europe. See below!

Rud Pedersen Public Affairs Brussels
3.005 Follower
1 year
Many parts of the battery value chain rely today on very carbon intensive imports. Join our discussion next week on building a sustainable European low carbon battery value chain! Register today https://lnkd.in/eqh4QEtW Next week the European Parliament will vote on the European Strategy for #CriticalRawMaterials encouraging EU battery production and moving towards a sustainable transport sector while building a resilient critical raw material value chain. On 23 November we will discuss with MEP Anna Michelle Asimakopoulou, Peter Handley of Unit at DG GROW, Mark Thompson, Founder and CEO of Talga and Vincenzo A. Conforti Head of Public Affairs of ABB to discuss green projects on the ground and the EU potential for sustainable local production. The session is moderated by megan RICHARDS, Senior Advisor at Rud Pedersen. #RawMaterialsWeek

• 

https://www.linkedin.com/posts/jame...angreendeal-activity-6867167164118405120-1PKE




Seems that Talga have hired real professionals and that everything runs cleanly, of course.

________



________
They are a real treasure trove.) Quick access to the network... Presumably they are currently working on the CRMA

Goals / Remit​

Rud Pedersen Public Affairs is part of Rud Pedersen Group, a leading European public affairs and communications consultancy with offices in Brussels and across the Nordic region. In Brussels we support our clients in understanding and engaging with the European institutions and the stakeholders that surround them on issues affecting their goals.

Main EU files targeted​

- European Green Deal and associated initiatives
- Circular economy and associated legislation including WFD, RoHS and WEEE Directives, Batteries Directive, Eco-design measures, waste shipments, plastics strategy, SUP Directive
- Chemicals policy including REACH, CLP, Biocides, PPP, Endocrine Strategy, Zero Pollution Strategy
- Environment policy including legislation on air, water (WFD, PS Decisions, DWD, UWWD) soil, industrial emissions, biodiversity
- Energy and climate policy including EU ETS, RED, Effort sharing, EPBD, EED, gas and electricity market design, CCS, infrastructure (IPECI, TENs)
- Sustainable mobility and transport including CO2 for passenger cars and heavy duty, transport infrastructure financing
- Consumer policy including distance selling, unfair commercial practices, e-privacy, e-commerce, collective redress/alternative dispute mechanisms
- Food and ag policy including CAP and CMO, food additives, food contact, food labelling, claims, PARNUTS, alcohol policy, PGIs
- Industrial policy including new approach legislation, strategic value chains, research and innovation policy and funding, single market legislation and enforcement
- Competition policy
- Trade policy including trade defence, agreements with third countries and WTO reform, customs duties and antidumping

https://www.lobbyfacts.eu/datacard/...ffairs-company?rid=165838227131-07&sid=111943

Everything fits together.)
I won't say any more - grin...

"Social Democrat Eva Nordmark has been appointed as a new member of the board of the mining company Talga.

"Talga has quickly developed into perhaps one of Europe's most important companies for the green transition." Building an integrated, European value chain for battery anodes is a mission that is as important as it is exciting, and I look forward to contributing my experience on this journey," she says in a press release.

Nordmark currently works as a Senior Advisor at the PA firm Rud Pedersen and is Chair of the School of Gymnastics and Sports, GIH. Previously, she was president of the central union organization TCO."

Tidigare minister kliver in i gruvbolagsledning

Eva Nordmark (S), tidigare arbetsmarknadsminister, tar plats i gruvbolaget Talgas styrelse.

www.altinget.se

 

[cosors]

View attachment 51671
Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
We are ever mindful that our thinking and investments help shape the futures of over 60 million people*. Our diverse client base and robust balance sheet allow us to offer financial strength and stability to help investors achieve their objectives.

The human connection matters in all that we do. Teams across Janus Henderson come together every day to deliver outcomes for our clients – and their clients – that make a difference. We are proud of this responsibility as we fulfil our purpose of ‘Investing in a brighter future together’.

View attachment 51682

... ... ...

Home - Low Content Template

Janus Henderson Investors is a leading global active asset manager. We exist to help clients achieve their long-term financial goals.

www.janushenderson.com

/who-we-are/

View attachment 51677
8 Dec 2023
Key takeaways:
Bacteria can play a key role in reducing carbon emissions and producing the chemicals and advanced materials needed for the energy transition.
The tiny microbes offer a pathway for sectors that are hard to decarbonise and the creation of products using the by-products of carbon emissions. Ancient bacteria also form the basis of graphite deposits that today are being used to produce battery anodes material for electric vehicles.
There are interesting opportunities to invest in innovative, technology-driven resources companies that marry sustainability with long-term growth potential.

View attachment 51672
I am a huge fan of bacteria. My appreciation for these tiny organisms started with their essential role in making beer and it deepened when I started making sourdough bread during the COVID lockdown. On site visits to Cambridge, UK and Ghent, Belgium earlier this year, I came across some other contributions bacteria are making to humanity. COVID was a reminder of the threat posed by tiny creatures but my travels have shown that these tiny creatures can also play a role in facilitating the energy transition and the journey to achieve net zero.

At their carbon recycling bio-refinery located on the same site as ArcelorMittal’s steel factory in Ghent, Belgium, a small company called LanzaTech (Nasdaq: LNZA) showed me how bacteria can be used to break down waste emissions – carbon dioxide and carbon monoxide to make ethanol and other industrial chemicals. In addition to the facility at ArcelorMittal’s Ghent steel factory, LanzaTech has commercial-scale facilities at five other locations globally, utilising a diverse range of feedstocks.
...
View attachment 51673

From ancient bacteria to graphite today​

I also learnt how fossilised bacteria facilitate the production of car batteries on a visit to Talga Group’s R&D facility in Cambridge, UK.

Talga is an emerging graphite producer with ambitions to be an advanced materials company. Graphite is used to make battery anodes, an essential component of electric vehicles and energy storage. Organisation for Economic Co-operation and Development (OECD) countries are worried about their reliance on China to process and produce around 90% of the world’s graphite. As the European Union looks to establish local supply chains, it will need natural graphite deposits such as Talga’s in Vittangi, Northern Sweden.

While electric vehicles are a relatively new phenomenon, the graphite that Talga will form into battery anodes began its story two billion years ago when the earth’s atmosphere had very little oxygen and high amounts of carbon dioxide. The only life on our planet were ancient single-celled organisms known as cyanobacteria, which fed off carbon dioxide and produced oxygen, fundamentally changing the chemistry of the atmosphere in the Great Oxygenation Event, setting the stage for the evolution of multi-cellular modern life. The oxygen they produced also poisoned themselves, leading to a wipe-out of the cyanobacteria, which fell to the bottom of shallow seas forming a thick, carbon-rich layer of sediment that became the graphite that Talga will be mining and processing into battery anodes.

Battery anode material – copper coated with graphite
View attachment 51674
In Cambridge, I met a diverse group of PhD electrochemical and materials specialists. They were far more than academics playing around with anode chemistries and all of them had a sharp understanding of the commercial aspects of their work. Each technical innovation they test is considered in the context of how it could be applied in real-world continuous manufacturing, with respect for the cost limitations around optimising battery functionality. At this lab, staff are experimenting with various chemistries generating patents trademarks. The visit left me with the strong impression that Talga is really a battery anode company with a mine, rather than a mining and processing company. The company sees itself as a technology company that owns its own raw material resources rather than simply a resources company.

This, we think is a perfect example of how the resources sector is reinventing itself to be a contributor to a sustainable economy, creating exciting and significant opportunities for investors along the way."
View attachment 51676
...

JH Explorer: Tiny yet mighty bacteria are enabling net zero

Site visits to a carbon recycling bio-refinery and battery anode company, which are benefiting from bacteria in different ways.

www.janushenderson.com

interesting I think

?
??
???
....only two of us are interested and nobody else has a comment?

 

[Semmel]

Don't worry cosors, I am interested, I just don't have anything meaningful to contribute.. I don't know now how significant that is or how to interpret it in any way to for an opinion.

 

[brewm0re]

I’m in the same boat as Semmel. Always great findings Cosors. As to what JH could do is anybody’s guess. I’d love them to publish a ratings/research paper like Euroz and sp hits ~$13

 

[curiousmagpie]

I’d be delighted with $1.30.
Getting ugly now.

 

[mpk1980]

?
??
???
....only two of us are interested and nobody else has a comment?

Keep it up @cosors & others!

Been a silent observer here for a while but I appreciate everyones posts here and over at the other place.

I listened to a very interesting discussion this morning featuring Ken Brinsden (former Pilbara Mineral CEO and current Patriot Chairman). Whilst the chat was around Lithium they discussed the rhetoric coming out of China to distort lithium spot price and its impact on future supply and price.



On days like these its great to see what the TLG team has built..... and to know we are fully integrated and have nothing to do with China!

 

[Semmel]

Here is my interpretation (read: complete speculation) of the current share price action and shorts.

On November 30th, a large short position was closed. i. e. Someone gave back 6M shares or thereabouts. I initially thought it's a data glitch again but apparently it wasnt. This did not register on the market because the player must have been sitting on these shares and didn't need to buy them on market. Why that is, no idea. Maybe they couldn't sell the shares high enough to make bank. Could be that TLG is not liquid enough for this. Again, speculation.

What that does however, it brings 6M shares back on the table for shorting, that were not available before. Since then, it seems we have a lot of shorts going on, and s share price that goes into the gutter. That should show up on short man in the next days..

Anyway, it seems like we have a wave of shorts flooding the market combined with the dried up demand from the share offering.. it seems we are about 2.5M shares into this period (according to posts on HC).

It seems that this selling of extra shares puts the share price under a lot of pressure. If this is indeed true, than it supports my decision to buy shares a few days ago. However it could also be wishful thinking as I want to justify my purchase. In any case, it seems we are in a period of tumoil, unrelated to talgas properties as a company. I have been through such a period before with Tesla before 2020. Though we had a man-child CEO that goes around doing dumb shit even back then... Which we don't have with Talga.

No idea what the shorts are doing here. Shorts make bank to short an asset when it is high, then the share price tanks and they can be bought back cheaper which makes them Profit. However if the share price tanks because of the shorts, it's no use because then it would just go back up when the shares are bought back. The profit must be very small and at great cost to the share holders that have to sell for whatever outside reason. No idea how this is legal but we all have to live with it I guess.