TLG Discussion 2022

[cosors]

Hold still for a moment. 23% of all projects with the strategic project status in the EU are just about graphite. I think Brussels is looking very closely at Sweden. We've known about the this/our lighthouse project for years.
My gut feeling is that @Pharvest ist right and it can't be stopped and it is coming.

 

[Pharvest]

@Pharvest - brilliant hotcrapper post. Please share here if you have a moment. I’m with you. We’re on the brink..

Sure mate,
Let's all hope we see real progress on a lot of this in the coming six months.


Price manipulating algo's ..'provide liquidity' according to the ASX Questy. I’ve let that shit twist me outta shape for years, trust me get over it, it’s not gonna change. It’s one of the games the big boys get to play that we don’t. You might as well make your peace with it.
There is something that does render them useless though and it’s this .Thinking about Talga over the last few days a word has sprung to mind, and that word is UNDENIABLE. We are all just in a holding pattern until the Vittangi project, from mine, to concentrator, to luleo anode plant, becomes UNDENIABLE. Undeniable to the Sami, undeniable to the Nimby mushroom enthusiasts, to the equivocating Swedish politicians and Councilmen. But most of all the ASX market.

And when I say UNDENIABLE I mean the following

Up in Kiruna

• The municipality stop there incessant bitching and adopt the detailed plan
• The last challenge to the mining concession is quashed by the Swedish government
• The debt consortium structure is announced along with the final investment decision
• There is at least one major offtake announcement, possibly from an OEM that may be part of the debt consortium, ie owns a piece of the project ( Not company )
• Mining works begin at Vittangi
• The ROM pad, concentrator building, haul roads etc are being constructed
• Significant progress milestones are met with media released to market

Down in Luleo

• Construction of the Anode factory begins in ernest
• Technology partner ABB are fully engaged and begin works on line robotics etc
• Significant progress milestones are met with media released to market
• Transport logistics are worked out / announced /contracts are awarded

The Kicker

• This is the HUGE one.. Massive expansion of 3,4 possibly 500ktpa on top of the 19ktpa initial allowance is applied for.

Now I will grant you that the last one may be a couple of years off. But that’s the one that we all need to remain focused on. That’s where you have a shot at making generational wealth from Talga in my opinion. As for the rest, there's a good bit of it that SHOULD begin happening within months. I loved this from Rhythm the other day so I’m gonna put it up again.. And yes I do believe we are here mate, yes indeed.

And I would add that some of those risks such as fluctuating commodity prices, cost overruns and geological risk .. well I just don't see any of them applying to Talga to a great degree.

1. Talga are making a high grade battery component, not digging up dirt and selling it. The Nyobolt offtake has given Tal c huge credibility and positioned it as a high performing state of the art component, esp with regard to fast charging.
2. It’s my belief that the first couple of mining seasons are going to be relatively straightforward ( very little overburden to deal with ) . I can't see the actual mining of the material creating any cost overrun. Maybe there is a risk of this on the processing side of things, though I doubt it. ABB is a great technology partner we have and this will have been meticulously planned out for quite some time by now, surely.
3. Geological risk… see the start of point two, or better yet go find the photo of the excavator sitting directly on top of the deposit after scratching the grass off and tell me how much geological risk there is.

Anyway a few thoughts and a bit of positivity from me. Enjoy your weekend Talgarians.

 

[cosors]

"Chose plague over cholera – Kiruna changes mining plan in Vittangi
Updated today 14:06Published today 14:01
The crack within the block is growing as Kiruna Municipality is now changing its decision regarding the detailed plan for Talga's mine in Vittangi.

– It was plague or cholera and we have chosen plague, says Mats Taaveniku (S), municipal councilor in Kiruna.

It was at the beginning of the year that the government overtook Kiruna Municipality and issued an ultimatum that they would complete a detailed plan for the planned mine in Nunaasvaara outside Vittangi - otherwise the County Administrative Board would take over the project.

Don't want to give up control
Kiruna Municipality has been skeptical of new mines as long as the state does not provide better compensation, but now the municipality has chosen to develop a detailed plan.

We chose to do it ourselves because we wanted to have control over the situation instead of leaving it to another authority, says Mats Taaveniku (S).

Split within the bloc
But opinions regarding whether the municipality itself should make the detailed plan differ within the bloc. The Left Party, the Feminist Initiative and the Sami List want the government to bear the responsibility.

– We don't think the municipality should contribute to this. We have said no once and if the government wants to run over Kiruna municipality, they are the ones who should be responsible for it, says Jenny Mäki, chairwoman of the Left Party.

It is now up to the city council to make a decision on the matter on June 16."

Valde pest före kolera – Kiruna ändrar gruvplan i Vittangi

Sprickan inom blocket växer när Kiruna kommun nu ändrar sitt beslut kring detaljplanen för Talgas gruva i Vittangi. – Det var pest eller kolera och vi har valt pest, säger Mats Taaveniku (S), kommunalråd i Kiruna.

www.svt.se

 

[BlackBeak]

"Chose plague over cholera – Kiruna changes mining plan in Vittangi
Updated today 14:06Published today 14:01
The crack within the block is growing as Kiruna Municipality is now changing its decision regarding the detailed plan for Talga's mine in Vittangi.

– It was plague or cholera and we have chosen plague, says Mats Taaveniku (S), municipal councilor in Kiruna.

It was at the beginning of the year that the government overtook Kiruna Municipality and issued an ultimatum that they would complete a detailed plan for the planned mine in Nunaasvaara outside Vittangi - otherwise the County Administrative Board would take over the project.

Don't want to give up control
Kiruna Municipality has been skeptical of new mines as long as the state does not provide better compensation, but now the municipality has chosen to develop a detailed plan.

We chose to do it ourselves because we wanted to have control over the situation instead of leaving it to another authority, says Mats Taaveniku (S).

Split within the bloc
But opinions regarding whether the municipality itself should make the detailed plan differ within the bloc. The Left Party, the Feminist Initiative and the Sami List want the government to bear the responsibility.

– We don't think the municipality should contribute to this. We have said no once and if the government wants to run over Kiruna municipality, they are the ones who should be responsible for it, says Jenny Mäki, chairwoman of the Left Party.

It is now up to the city council to make a decision on the matter on June 16."

Valde pest före kolera – Kiruna ändrar gruvplan i Vittangi

Sprickan inom blocket växer när Kiruna kommun nu ändrar sitt beslut kring detaljplanen för Talgas gruva i Vittangi. – Det var pest eller kolera och vi har valt pest, säger Mats Taaveniku (S), kommunalråd i Kiruna.

www.svt.se

This seems to align with what grok was saying, that yesterday they had to make a recommendation whether to proceed, but it's not the actual approval, which is due on the meeting on June 16.

But sounds like fantastic news that they don't seem like they are going to block it or cause further delays. Fingers crossed for June 16!

 

[cosors]

This seems to align with what grok was saying, that yesterday they had to make a recommendation whether to proceed, but it's not the actual approval, which is due on the meeting on June 16.

But sounds like fantastic news that they don't seem like they are going to block it or cause further delays. Fingers crossed for June 16!

And fingers crossed that the Social Democrats in Kiruna don't take advantage of this. The county executive argues that it is better not to let the initiative be taken out of their hands and to have the plan (which is already in place) drawn up by another authority.
I'm keeping my fingers crossed that they don't take advantage of this and use all sorts of formal tricks to delay the matter as long as possible wich they couldn't If they let the work do someone else.
I trust them to do anything. With their media agitation against the project, they have left scorched earth behind.
And it remains a political battle between the north and the south, where no one has been interested in the quality of this project up there for a long time. They are only interested in their individual interests.
We can only keep our fingers crossed.

____
What I mean with scorched earth can be seen e.g. from the headline that the people of Kiruna get to read. The government is forcing Kiruna to choose between plague and cholera against its will. It says nothing about the real positive aspects, nothing about climate protection, CO² reduction, Green Transition, Green Deal or independence. And you know how people are, if someone only ever tells them one thing, then many simply start to accept and believe it.
The plan has been with Kiruna for a very, very long time now. Now they are being forced to adopt it. The procedure will hopefully leave little to no room for delays or procedural tricks. If they are forced to do so, I don't trust them to do a good job, even if the puppet suggests otherwise to his voters.
They have managed to quickly designate LKAB's site as a leisure area for the new application.

They've already snuck in an extra month.)

___
More than four months ago:

Politiker i Kiruna vill överlåta grafitgruvans detaljplan på länsstyrelsen

Flera politiker i Kiruna menar att de inte kan stå för en detaljplan de tvingats besluta om efter regeringens föreläggande. De vill hellre överlåta det arbetet och ansvaret åt länsstyrelsen. – Vi vill inte alls ha gruvan, säger Mats Sidmalm (S).

www.svt.se

 

[Semmel]

Thx for digging this up. Fingers crossed and hopefully a positive ann tomorrow.

 

[teilenswert]

Bloody hell. I had understood Talga's announcement in January to mean that by mid-May
1. the detailed mining plan must be planned and 2. it must also be approved, otherwise another authority will take over.

Then in May it was said that the deadline had been extended by one month.

Your latest posts read quite differently. It sounds to me that 5 months had to pass before the authorities have to make a fundamental decision as to whether they are prepared to plan a detailed mining plan and that they will then need and be given additional time to carry out and approve this planning?!?

I'm so annoyed by this shitty investment, by delay after delay and half-truth after half-truth and capital increase after capital increase and the fact that I'm still invested and am deeply in the red. I'll be spinning in my own grave for years and swearing like a drain.

Fingers crossed that we get significant news this month - but I'm starting to understand why MT had mentioned a Q1 2026 construction start without explaining further context...

 

[cosors]

I hear you.
...
Here is the ready plan:

https://kiruna.se/download/18.5de4fe8117941d898cf3e9e4/1623143540596/Planbeskrivning_Stenbrottet_2_1_Nunasvaara_samr%C3%A5d.pdf

 

[cosors]

It's a crap decision to invest in Sweden not in Talga.

 

[BlackBeak]

N

Bloody hell. I had understood Talga's announcement in January to mean that by mid-May
1. the detailed mining plan must be planned and 2. it must also be approved, otherwise another authority will take over.

Then in May it was said that the deadline had been extended by one month.

Your latest posts read quite differently. It sounds to me that 5 months had to pass before the authorities have to make a fundamental decision as to whether they are prepared to plan a detailed mining plan and that they will then need and be given additional time to carry out and approve this planning?!?

I'm so annoyed by this shitty investment, by delay after delay and half-truth after half-truth and capital increase after capital increase and the fact that I'm still invested and am deeply in the red. I'll be spinning in my own grave for years and swearing like a drain.

Fingers crossed that we get significant news this month - but I'm starting to understand why MT had mentioned a Q1 2026 construction start without explaining further context...

No I don't think that's the case. I understand there's 2 levels to the approval. The one on June 2nd is the guys doing the work, and they are now recommending adopting the plan. It now goes to "their manager" who gives the final ok on June 16th. I don't think there's any more work to be done, it's just going through their approval process.

The alternative is worse, they don't approve it and now the government needs to take it up. But that would mean the government needs to re-review everything that has already been done, probably do consultations etc, and that would take way longer.

So we are still on the happy path.

 

[JNRB]

Hi all.
To distract myself from spewing about the abysmal abuse of process from the Kiruna municipality I decided to do some more reading up on Nyobolt. It seems like they do a lot of Anode R&D/production themselves. Does anyone have any insights on how our product fits into that? They're definitely not manufacturing it 'in-house' as our offtake agreement specifically states it will come from our production facilities. But I guess it's a really great sign for Talga - Nyobolt's exceptionalism is being super fast charging due to their own exceptional anodes, but ours have been deemed equally up to standard to be included. But I do wonder if it's just a matter of them buying from us because they can't produce enough themselves, or if there's something more to the partnership. Or at least the potential for something more.

 

[cosors]

Hi all.
To distract myself from spewing about the abysmal abuse of process from the Kiruna municipality I decided to do some more reading up on Nyobolt. It seems like they do a lot of Anode R&D/production themselves. Does anyone have any insights on how our product fits into that? They're definitely not manufacturing it 'in-house' as our offtake agreement specifically states it will come from our production facilities. But I guess it's a really great sign for Talga - Nyobolt's exceptionalism is being super fast charging due to their own exceptional anodes, but ours have been deemed equally up to standard to be included. But I do wonder if it's just a matter of them buying from us because they can't produce enough themselves, or if there's something more to the partnership. Or at least the potential for something more.

View attachment 86244
View attachment 86246

I mean, they have been working hand in hand for many years and I think their CEO (?) was Talga's CTO? But could be wrong.
They also get everything together, customised supply and from around the corner, and just enough to cover their small production. The number of packs to be produced is small and the capacity of Talnode C is 20% higher than the average.

Maybe there is also an unspoken agreement as I suspect there is between PEL with its new project and Talga.

 

[Semmel]

Thx @Gvan for pointing in the right direction.

https://www.reuters.com/business/autos-transportation/some-european-auto-supplier-plants-shut-down-after-chinas-rare-earth-curbs-2025-06-04/

China's rare earth export curbs hit the auto industry worldwide

Anyone outside China needs anodes? Not rare earths but ..

 

[cosors]

I mean, they have been working hand in hand for many years and I think their CEO (?) was Talga's CTO? But could be wrong.
They also get everything together, customised supply and from around the corner, and just enough to cover their small production. The number of packs to be produced is small and the capacity of Talnode C is 20% higher than the average.

Maybe there is also an unspoken agreement as I suspect there is between PEL with its new project and Talga.

And I think there is a table that shows that Nyobolt does not achieve this outstanding result with SG, but with NG from Nunasvaara.
I can't find that tab again right now.

 

[mpk1980]

And I think there is a table that shows that Nyobolt does not achieve this outstanding result with SG, but with NG from Nunasvaara.
I can't find that tab again right now.

@cosors This article explains more about the niobium tungsten oxide anodes structures.

Nyobolt: Six minutes to charge an electric car

Nyobolt's niobium tungsten oxide anode will revolutionise electric vehicles.

www.mewburn.com

th

 

[Monkeymandan]

Sharing Gvan’s latest posts from HC re the detailed plan. Very informative - thanks Gvan.

1. The municipality itself cannot appeal the decision. Only those who submitted comments during the planning process that believe the company did not provide adequate consultation can appeal.
   
   A run down of how things usually play out, from the detailed plan:
   
   “There is an opportunity to submit written comments on the plan to the municipal management administration.The responses are compiled in a consultation report together with the municipality’s comments, and the planning documents are revised. After revision, the documents are approved and sent out for public review for at least three weeks, in the same way as during the consultation phase.
   
   Because this detailed plan has an environmental impact assessment, it will be on review for at least 30 days.The statements received during the review are compiled in a review statement (granskningsutlåtande) with comments from the municipality. The planning documents are revised if needed. The detailed plan is then adopted by the municipal council.
   
   Affected property owners who have submitted comments during the review period that have not been accommodated have the right to appeal the detailed plan within three weeks from when the adoption decision is posted on the municipality’s notice board. If no appeals are made and the county administrative board does not review the municipality’s decision, the detailed plan becomes legally binding.”
   
   
   If you look at Talga’s most up to date detailed plan, you will see that the schedule was:
   
   Consultation: June 10 – July 1, 2021
   Review: March 2024
   Adoption: Second quarter 2024
   Legal force: Three weeks after adoption
   
   The review period was supposed to occur in March 2024. I am having difficulty finding the review statement document. This is due to the municipality deciding to discontinue the work on the plan that same month, before making it official on the 8th of April 2024. We know the story after that, Talga went to the Government and the planning order was issued. I now suspect, but cannot confirm, that the extension granted by the Government (from 16 May to 16 June) was to allow for the 3 week consultation/review period to conclude before the plan is inevitably adopted.
   
   The detailed plan is usually adopted long before the environmental permit or mining concession are fully into law. Activists not doing their job correctly at the municipality have created a bizarre situation, so it will be interesting to see how this all plays out.

   
   
   

   To add, I believe the danger here was if the Government did not allow for adequate time for the consultation and review period. Fortunately, it appears they have. Any appeal against a local zoning plan would certainly be covering the same topics as the environmental permit. A decision against Talga would essentially contradict a permit that is already legally binding.
   
   Ultimately, the outcome remains unchanged regardless of any appeals, but we know the strategy is simply to delay. It’s worth noting that Talga has a stockpile, and the refinery can become operational before the mine, which along with strategic selection, could negate these tactics - depending on FID.

 

[cosors]

And I think there is a table that shows that Nyobolt does not achieve this outstanding result with SG, but with NG from Nunasvaara.
I can't find that tab again right now.

Here it is, what I meant:

Technology, Resource and Mining

Yes. I've had a small holding just to keep them on my radar too. 10 for $1 at the moment - much less than what I paid for them. "Enterprising" - like, man, if there's a hole, we dig it!

thestockexchange.com.au

For me, the outstanding result seems achievable with Talnode-C, but not with SG.

____
edit
I meant of course Synthetic Graphite not NG!

 

[zeeb0t]

Hi all, due to an ongoing battle with abusers of the community reporting functionality, the ability to report (and auto-moderation) are currently disabled. Unfortunately, since the attack came from quite a number of handles, it became practically impossible to release removed posts from being hidden, as they outpaced my actions.

I have now enabled all posts that had been removed since the beginning of May and will consider turning on the disabled features once I am confident they cannot be gamed again.