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TLG, TALGA RESOURCES LTD
nipper
post Posted: Jul 21 2021, 04:45 PM
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In Reply To: nipper's post @ Jul 15 2021, 04:58 PM

and recently:
Talga Supersizes Graphite Target in Sweden

QUOTE
• Growth strategy initiated across the Talga graphite projects in Sweden towards expanding resource base amid surging electric vehicle and battery demand
• New surveys substantially increase JORC Exploration Target at flagship Vittangi project to 170 to 200 million tonnes at 20 to 30% graphite (extending from existing Mineral Resources). Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient exploration to estimate a Mineral Resource and it is uncertain if further exploration will result in the estimation of a Mineral Resource
• Major drill programs commencing at Vittangi, with other Talga graphite projects and regional targets to follow.





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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 15 2021, 04:58 PM
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In Reply To: nipper's post @ Jul 1 2021, 08:52 AM

Talga made a presentation to a conference, another technology seminar.

https://www.talgagroup.com/irm/content/pres...ns.aspx?RID=301

the content is similar to most of the others, incremental release of information. One sharp eyed punter elsewhere ( bas ) noticed that they expected the anode plants to be operational from 2024. His memory was that there would be production from possibly 2022 to 2023.

Probably picked up by analysts, and why the SP is troughing low... $1.27.. Below recent cap raise. $1.20 had better hold as it had been tested quite a few times.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 1 2021, 08:52 AM
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Talha has released the DFS for the anode project. Described as robust, there's a 24 year mine life and good margins.

Whether anticipated battery demand materialises in the future is the issue. And other producers jumping on board.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
mullokintyre
post Posted: Jun 1 2021, 10:31 AM
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UK government funded, pity the OZ govt could not have encouraged them to build it in OZ.
Certainly would have been better than stringing up more wind farms and solar panels.
Mick



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sent from my Olivetti Typewriter.
 
nipper
post Posted: Jun 1 2021, 10:03 AM
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Talga has announced the positive conclusion of its two feasibility studies into the technical and commercial prospects of a Talga Anode Refinery in the UK.


The Studies, investigating the feasibility of UK production of Talga's active battery anode products TalnodeĀ®-C and TalnodeĀ®-Si, were co-funded by Innovate UK under the UK Governmentā€™s Automotive Transformation Fund (ASX:TLG 4 November 2020).
QUOTE
Talga UK anode production would potentially deliver secure, cost-effective and sustainable active battery material for a more self sufficient UK electric vehicle industry. The Studies found it is technically and economically feasible to refine and produce Talga anodes in the UK, and identified the factors within the commercial, engineering, permitting and energy supply aspects of the project that would need to be further investigated.
.






--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Apr 26 2021, 06:41 PM
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In Reply To: nipper's post @ Apr 26 2021, 11:15 AM

1. No
2. Not applicable
......
4. In Compliance
QUOTE
3. The Company is not aware of any other explanation for the price change and increase in volume in the securities of the Company. The Company notes that the battery materials sector, in which Talga operates, has recently seen a significant increase in positive sentiment. This sector wide performance may be related to a number of positive factors relevant to the sector during this period including but not limited to:

Announcements by major automotive companies planning increases to electric vehicle production which suggests associated demand for graphite anodes in the lithium-ion batteries powering said vehicles (for example the more recent Friday 23 April 2021 Honda announced that all sales will be electric vehicles by 2040, with a concurrent US$46 billion to spent on electrified mobility over 6 years https://bloomberg.com/news/articles/2021-04...hicles-by-2040).

Numerous governments announcing plans that would include support for strategic investments in the battery materials supply chain (for example the more recent 31 March 2021 USA introduces plan for investment of $174 billion to electrify their automotive industry https://www.whitehouse.gov/briefingroom/sta...can-jobs-plan/).

Increased awareness of Talga's progress towards building and operating Europe's first large-scale graphite anode production facilities and strategic role in supporting the transition of battery customers to achieve net zero targets ( 19 April 2021 https://www.talgagroup.com/irm/PDF/6f9b1552...esEVAnodePlant).

up 25% and closed at $1.72. hit a high of $1.79 around mid day



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 


nipper
post Posted: Apr 26 2021, 11:15 AM
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In Reply To: nipper's post @ Feb 1 2021, 10:15 AM

Buying out of the blocks today for Talga. Very keen accumulator pushed it past $1.60 (+15%). No news.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Feb 1 2021, 10:15 AM
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In Reply To: nipper's post @ Jan 8 2021, 10:26 AM

QUOTE
TLG has traded consistently above the $1.45, ....
until the SPP ended.


Always a source of bemusement, when stags and corporate rebasing meet, and retail bunnies look on with curious detachment.On the day after the SPP closed, announced 3x uptake from $10m to $30M, and allocations made, then TLG dipped below offer price, getting to $1.39 on low volume it must be said.

Given the strong support from shareholders, and the potential to bring forward a number of development opportunities and further de-risk project development, the Talga Board has exercised its discretion under the terms of the SPP to increase the size of the offer to ~A$30 million.
QUOTE
Activities planned to be brought forward using the additional capital include:
ā€¢ Completion of 25,000 tonne trial mine at Niska South and subsequent production of up to 5,000 tonnes of commercial TalnodeĀ® product samples;
ā€¢ Commencement of early stage infrastructure works and securing long lead items for the commercial 19,000 tonnes anode per annum Vittangi Anode Project with planned 2023 production start;
ā€¢ Increased drilling to expand Talga's Swedish graphite resources and upgrade/deepen its Vittangi resources across Nunasvaara South (DFS expected March 2021), Niska South, Niska North and Nunasvaara North (Scoping Study released 7 December 2020); and
ā€¢ Accelerate the development and commercialisation of next generation TalnodeĀ® products including silicon and solid state anodes.


Quarterly is out ... and the
In response to customer feedback, potential expansion options for the Vittangi Anode Project were considered in a stand-alone scoping study of the graphite resources to the north of the Nunasvaara South deposit; Nunasvaara North, Niska South and Niska North. The Niska production would add to the existing plans of a 19,000tpa operation1, due to commence production in 2023, and take Talga's total TalnodeĀ®-C production to >100,000tpa by 2025-26.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 20 2021, 10:07 AM
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Talga Upsizes Heavily Oversubscribed 
 Share Purchase Plan
QUOTE
The SPP, targeting A$10 million, was heavily oversubscribed with eligible applications received for A$53.5 million at the issue price of A$1.45 per share. Talga received 3,991 applications, representing a participation level of ~53% of eligible shareholders
Given the strong support from shareholders, and the potential to bring forward a number of development opportunities and further derisk project development, the Talga Board has exercised its discretion under the terms of the SPP to increase the size of the offer to ~A$30 million.

The strong demand from eligible shareholders necessitates a significant scale-back of SPP applications. Scale backs have been applied using a range of factors outlined in the SPP Offer Document including trading activity since the SPP Record Date and metrics to reward longer-term shareholders.
So, complex calculations. An oversubscription x5, and a tripling of amount raised. Derisking, yes, but diluting, too. Still,, rather it benefits retail than the big end.




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jan 8 2021, 10:26 AM
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In Reply To: nipper's post @ Dec 15 2020, 08:44 PM

less than a week to go, for the SPP (unless it closes earlier):


TLG has traded consistently above the $1.45, (went as low as $1.54 but usually closer to $1.70 and now nudging $1.92), so there is every likelihood it is oversubscribed. On previous form, the company has only ever taken in what it set out to raise, so the prospect of scaleback looms. From the offer:
As the SPP is not underwritten, the SPP may raise more or less than this amount. If the SPP raises more than A$10 million, Talga may decide in its absolute discretion to accept applications (in whole or in part) that result in the SPP raising more than A$10 million.
and the tricky bit ...
QUOTE
If Talga decides to conduct any scale back of applications ....[it] will be applied to the extent and in the manner Talga sees fit, which may include taking into account a number of factors such as the size of an applicant's shareholding at the record date, the extent to which the applicant has sold or purchased shares since the record date, whether the applicant has multiple registered holdings, the date on which the application was made and the total applications received from eligible shareholders.




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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