TLG Discussion 2022
- Thread starter zeeb0t
- Start date
curiousmagpie
Regular
Hi All, Can someone confirm if we are still producing from the ‘trial’ mine over this summer? And if so what volume? And finally how much stock pile do we have?
Thx
Trial mine is closed and being rehabilitated with the re-moss project. Nothing more coming out of the ground until 2027.
The stockpile should be enough for 5000-6000t of anode material.
beserk
Regular
I will be doing my annual pilgrimage to Arctic Sweden in two weeks time. This coincides with the final snow melt and seeing the back sides of the fleeing Talma reindeer herds. They and their motorised herders will have vacated the area around the graphite mine site by now.
Will visit the Nunasvaara mine site when I am visiting my relatives in Vittangi. And to hopefully ascertain if there is any preparation for further mining taking place for the first limited off take.
Happy days!!
Will visit the Nunasvaara mine site when I am visiting my relatives in Vittangi. And to hopefully ascertain if there is any preparation for further mining taking place for the first limited off take.
Happy days!!
cosors
👀
"Nyobolt raises $30m for AI datacentre power
News | April 16, 2025...
This will accelerate the advancement of Nyobolt’s proprietary Niobium and tungsten-based oxide battery anode technology to move into AI datacentre backup power systems as well as EV, electric trucks and industrial robots.
The technology can provide up to 20x more power than traditional lithium ion cells with a 20C charging rate to charge in minutes and cut downtime for even the most power-intensive applications. The tungsten is sourced from Germany and the niobium from Brazil, avoiding the issues of sourcing cobalt and nickel for NMC cells.
..."
Nyobolt raises $30m for AI datacentre power
UK battery materials developer Nyobolt has raised $30m to provide expand its heavy duty power from electric vehicles to AI datacentres.
www.eenewseurope.com
cosors
👀
curiousmagpie
Regular
I haven't seen a term sheet yet but placement will likely be:
38c again, 19% discount to last close
$10MM institutional, $5MM SPP, more options. Another 50MM shares dilution
Doesn't bode well that the best pump they could come up with prior to a capital raise is an offtake between mates for 3% of planned capacity
38c again, 19% discount to last close
$10MM institutional, $5MM SPP, more options. Another 50MM shares dilution
Doesn't bode well that the best pump they could come up with prior to a capital raise is an offtake between mates for 3% of planned capacity
cosors
👀
"Talga Group Initiates Trading Halt for Capital Raising
Story Highlights
Talga Group focuses on battery anode materials and graphene additives.
Talga Group requests trading halt for capital raising via institutional placement.
Talga Group ( ) has provided an announcement.
Talga Group Ltd has requested a trading halt on its securities as it plans to conduct a capital raising through an institutional placement. This move is intended to strengthen the company’s financial position and support its strategic initiatives in the advanced materials sector, potentially impacting its market operations and stakeholder interests.
The most recent analyst rating on stock is a Buy with a A$1.90 price target. To see the full list of analyst forecasts on Talga Group stock, see the..."
www.tipranks.com
Story Highlights
Talga Group focuses on battery anode materials and graphene additives.
Talga Group requests trading halt for capital raising via institutional placement.
Talga Group ( ) has provided an announcement.
Talga Group Ltd has requested a trading halt on its securities as it plans to conduct a capital raising through an institutional placement. This move is intended to strengthen the company’s financial position and support its strategic initiatives in the advanced materials sector, potentially impacting its market operations and stakeholder interests.
The most recent analyst rating on stock is a Buy with a A$1.90 price target. To see the full list of analyst forecasts on Talga Group stock, see the..."
Talga Group Initiates Trading Halt for Capital Raising - TipRanks.com
Talga Group ( ($AU:TLG) ) has provided an announcement. Talga Group Ltd has requested a trading halt on its securities as it plans to conduct a capital raising thro...
Pharvest
Regular
Pretty small raise in the scheme of things Semmel.. doesn't give more than a six month cash runway really. The company needs to maintain a margin of safety and comfort from a financial stand point. To me it indicates Talga is expecting company making announcements regarding everything we all know we're waiting on to occur within that time. Not a disaster, or anything to be too concerned about in my book.Well, so much for my theory/hope that a CR can be avoided due to payments from Nyobolt. Ohh well..
Semmel
Top 20
I expect the same, with or without the CR. Its hard for talga. If we were a profitable company, the delays caused by swedish burocracy would be just that, delays. But in our case, it's our blood leaking out. I understand the CR is necessary for Talga to survive, no disagreement at all. Annoying how much needless damage this bureaucratic rigmarole did. Let's hope this is the last CR we need for survival.
curiousmagpie
Regular
spoiler: it won’t be
Semmel
Top 20
There is always someone putting too much salt in the soup
Pharvest
Regular
Everyone knows there will be more shares issued goose. The details of how many and to whom will be judged by the market when it happens. I would suggest that announcement when it comes will be company making.
cosors
👀
Posted by @blondeaussie over there. Thanks for the info! I think this is relevant and will reshuffle the cards a bit.
"U.S. Rules in Favor of Duties on Chinese Graphite Anode Material
May 20, 2025
Key Highlights:
U.S. Department of Commerce issues preliminary ruling confirming Chinese active anode material producers received unfair subsidies.
Huzhou Kaijin and Shanghai Shaosheng face duties over 700%.
Ruling aims to reduce U.S. dependency on Chinese graphite inputs and support domestic battery supply chain resilience.
..."
graphitehub.com
"U.S. Rules in Favor of Duties on Chinese Graphite Anode Material
May 20, 2025
Key Highlights:
U.S. Department of Commerce issues preliminary ruling confirming Chinese active anode material producers received unfair subsidies.
Huzhou Kaijin and Shanghai Shaosheng face duties over 700%.
Ruling aims to reduce U.S. dependency on Chinese graphite inputs and support domestic battery supply chain resilience.
..."
U.S. Rules in Favor of Duties on Chinese Graphite Anode Material
U.S. hits Chinese graphite anode imports with steep tariffs, aiming to boost domestic battery supply chains and curb unfair subsidies.
graphitehub.com
curiousmagpie
Regular
Posted by @blondeaussie over there. Thanks for the info! I think this is relevant and will reshuffle the cards a bit.
"U.S. Rules in Favor of Duties on Chinese Graphite Anode Material
May 20, 2025
Key Highlights:
U.S. Department of Commerce issues preliminary ruling confirming Chinese active anode material producers received unfair subsidies.
Huzhou Kaijin and Shanghai Shaosheng face duties over 700%.
Ruling aims to reduce U.S. dependency on Chinese graphite inputs and support domestic battery supply chain resilience.
..."
U.S. Rules in Favor of Duties on Chinese Graphite Anode Material
U.S. hits Chinese graphite anode imports with steep tariffs, aiming to boost domestic battery supply chains and curb unfair subsidies.
Not positive news for western graphite companies.
Tiny 6% duty on all but two minor players.
Syrah and Novonix reaction the clue.
Dear leader not tweeting about it—another clue about what he thinks of the news
cosors
👀
Think of the reaction of the EU. Nice greatings top London
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