TLG Discussion 2022

[Semmel]

https://x.com/dinosaurman1/status/1938553665536868648?s=46

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@Semmel this is why I'm expecting FID won't come soon. Also the EU just passed legislation this week allowing state aid for green Net Zero Industry projects. Ebba Busch was also talking up spending of 3.5% of GDP on military, and an additional 1.5% on military support (I'm reading it as things like battery materials for example).

I think rushing FID through now will be missing out on some potentially fantastic financing opportunism.

Nice.. but I don't think it matters much for the FID. Knowing how fast the EU is with actually granting any of that money.. it's going to take months before we can even apply. Then it will be checked for half a year at least. So if we were to wait for this, we would get FID towards end of next year.. if we are lucky. It's relevant for the expansion but for the current project, I don't think so.

 

[BlackBeak]

Nice.. but I don't think it matters much for the FID. Knowing how fast the EU is with actually granting any of that money.. it's going to take months before we can even apply. Then it will be checked for half a year at least. So if we were to wait for this, we would get FID towards end of next year.. if we are lucky. It's relevant for the expansion but for the current project, I don't think so.

I had the exact same initial reaction. However (from the summary, I'm about to read the full thing now) MT says it's for 2025-27. If the full process has to be followed I'd think those funds wouldn't be needed until 2026 at the earliest.

Maybe this will be the first funding that will be streamlined for crma projects.

 

[BlackBeak]

I had the exact same initial reaction. However (from the summary, I'm about to read the full thing now) MT says it's for 2025-27. If the full process has to be followed I'd think those funds wouldn't be needed until 2026 at the earliest.

Maybe this will be the first funding that will be streamlined for crma projects.

Well, can always hope anyway

 

[Semmel]

I had the exact same initial reaction. However (from the summary, I'm about to read the full thing now) MT says it's for 2025-27. If the full process has to be followed I'd think those funds wouldn't be needed until 2026 at the earliest.

Maybe this will be the first funding that will be streamlined for crma projects.

Hmm.. well maybe it could be used to reduce the need for utilizing loans. But it probably wouldn't reduce our dilution or project sharing with a strategic partner as this will be agreed much sooner. Well.. fingers crossed! Grants are better than loans.

 

[curiousmagpie]

@Semmel this is why I'm expecting FID won't come soon. Also the EU just passed legislation this week allowing state aid for green Net Zero Industry projects. Ebba Busch was also talking up spending of 3.5% of GDP on military, and an additional 1.5% on military support (I'm reading it as things like battery materials for example).

I think rushing FID through now will be missing out on some potentially fantastic financing opportunism.

I said previously nothing will happen before the "loyalty" options expire. no positive news within the company's control. no significant offtakes, no investment. no tech breakthroughs or updates. everyone bookmark this so you can tell me how wrong I am. I'll wait.

the messiah says Talga is a battery tech company not a mining company but "the market doesn't recognise it". I wonder why? review the price sensitive announcements over the last 2 years to see how many material tech updates. I'll save you the time: NONE. in TWO YEARS. 3 capital raises in that time though. what are they doing?

if the tech is any good what are they waiting for? MTM showing how it's done when you have some tech that people might actually want

@Semmel as for the excuses it looks like tariff uncertainty is the new one

 

[Gvan]

I said previously nothing will happen before the "loyalty" options expire. no positive news within the company's control. no significant offtakes, no investment. no tech breakthroughs or updates. everyone bookmark this so you can tell me how wrong I am. I'll wait.

the messiah says Talga is a battery tech company not a mining company but "the market doesn't recognise it". I wonder why? review the price sensitive announcements over the last 2 years to see how many material tech updates. I'll save you the time: NONE. in TWO YEARS. 3 capital raises in that time though. what are they doing?

if the tech is any good what are they waiting for? MTM showing how it's done when you have some tech that people might actually want

@Semmel as for the excuses it looks like tariff uncertainty is the new one

So which is it? Is the company purposely holding off on binding agreements and tech announcements so the options expire, or is the anode material just not good enough?

It can't be both, one contradicts the other.

 

[curiousmagpie]

So which is it? Is the company purposely holding off on binding agreements and tech announcements so the options expire, or is the anode material just not good enough?

It can't be both, one contradicts the other.

two issues there with different underlying reasons. tal-c (1) and everything else (2)

1) my opinoin is that Tal-C is good enough as anode material. I remain doubtful about it commanding premium above observable spot price for synthetic anode material. unconvinced Nyobolt offtake means anything of substance.

2) lack of tech announcements for anything other than Tal-C indicate everything else is not good enough. talk of silicon and recycling etc just go nowhere just like graphene

just my opinion observed as an outsider. welcome to views from those with more insight

 

[Gvan]

two issues there with different underlying reasons. tal-c (1) and everything else (2)

1) my opinoin is that Tal-C is good enough as anode material. I remain doubtful about it commanding premium above observable spot price for synthetic anode material. unconvinced Nyobolt offtake means anything of substance.

2) lack of tech announcements for anything other than Tal-C indicate everything else is not good enough. talk of silicon and recycling etc just go nowhere just like graphene

just my opinion observed as an outsider. welcome to views from those with more insight

You remain doubtful about Talnode-C commanding a premium and unconvinced that the Nyobolt offtake means anything of substance…

Yet, the Nyobolt offtake itself indicates premium pricing.

Nyobolt will be supplying heavy duty applications, with one of their main targets being the electrification of mining fleets that have to withstand longer charge-discharge cycles at high power rates. They also require fast charging to minimise downtime.

Are they using just any anode for this? Obviously not. This is a premium market with highly specialised requirements, which suggests that Talnode-C is a premium anode material and should command a premium price.

 

[curiousmagpie]

You remain doubtful about Talnode-C commanding a premium and unconvinced that the Nyobolt offtake means anything of substance…

Yet, the Nyobolt offtake itself indicates premium pricing.

Nyobolt will be supplying heavy duty applications, with one of their main targets being the electrification of mining fleets that have to withstand longer charge-discharge cycles at high power rates. They also require fast charging to minimise downtime.

Are they using just any anode for this? Obviously not. This is a premium market with highly specialised requirements, which suggests that Talnode-C is a premium anode material and should command a premium price.

I’m not going to make investment decisions on an assumption of a premium. there is no stated premium. there is no other public information to go on

and anyway a premium to what? a 10-20% premium to the observed spot price could still make the project unviable

in an announcement when there is no reference to price other than that it is fixed, I’m going to assume its not good

I’m also unconvinced how much information can be relied upon from a tiny volume offtake with a former employee released in advance of a capital raise

 

[Gvan]

I’m not going to make investment decisions on an assumption of a premium. there is no stated premium. there is no other public information to go on

and anyway a premium to what? a 10-20% premium to the observed spot price could still make the project unviable

in an announcement when there is no reference to price other than that it is fixed, I’m going to assume its not good

I’m also unconvinced how much information can be relied upon from a tiny volume offtake with a former employee released in advance of a capital raise

"I’m not going to make investment decisions on an assumption of a premium."

But you were still apparently happy to invest pre-permit approval. Talga is a pre-revenue small cap, what do you expect exactly? To be totally de-risked?

You also seem to think that Shivareddy previously working for Talga is some sort of "gotcha" and that he's just doing Mark a solid. That would be a hard one to explain to Scania Invest, who are closely involved as the strategic partner.

 

[Semmel]

We are all going stir crazy with the waning share price and suspense of finally closing the deals.

 

[DAH]

"I’m not going to make investment decisions on an assumption of a premium."

But you were still apparently happy to invest pre-permit approval. Talga is a pre-revenue small cap, what do you expect exactly? To be totally de-risked?

You also seem to think that Shivareddy previously working for Talga is some sort of "gotcha" and that he's just doing Mark a solid. That would be a hard one to explain to Scania Invest, who are closely involved as the strategic partner.

I think the only "gotcha" moment here is Timothy, aka Curious Magpie, getting caught up in his own lies... that's gold Jerry!

 

[curiousmagpie]

I think the only "gotcha" moment here is Timothy, aka Curious Magpie, getting caught up in his own lies... that's gold Jerry!

where’s the lie

 

[cosors]

In that Talga is not the cheater. No matter how you rhyme it. You have made a mistake. But this is your mistake, not our. And I wonder what you're still doing here at all.

 

[curiousmagpie]

And I wonder what you're still doing here at all.

what is the charge? discussing stocks? succulent stocks on a stock forum?

contrary opinions not welcome. don’t question the narrative!!!

tax loss selling over now so nothing holding it back! I’ll disappear again until something actually happens and we can see who made the mistakes. until then enjoy your echo chamber

 

[cosors]