Talga Updates and Discussion thread

[Stares_into_Space]

I think if recycling could be done a prices comparable to new synthetic, Talga would have been yelling that from the rooftops. The fact that they haven't mentioned cost likely means it is more expensive. However, maybe they're working on reducing cost now.

Maybe it's just wild speculation but Talga could be holding the cost close to the chest so the market doesn't front run a bunch of puts on black mass before it can even get used as a feedstock

 

[mpk1980]

I think if recycling could be done a prices comparable to new synthetic, Talga would have been yelling that from the rooftops. The fact that they haven't mentioned cost likely means it is more expensive. However, maybe they're working on reducing cost now.

I am the biggest fan of Talga and sorry to be cynical but when have they given away any more than they've had to in regards to their tech?

LT holders / "sophisticated investors" as MT terms us....have all but been joining the dots from past announcements. I think there is a covert strategy with this....to stay under the radar with the tech and to only reveal things when it all comes together. I heard this strategy being discussed by a supply chain guru (Jeff Lutz) and the moment I heard it I thought of TLG!

 

[teilenswert]

I saw this post on X and had a good laugh. From graphene over Talnode C over Talnode Si over Talnode E over Lithium over Talnode R. Let's see what comes next - the alphabet has some letters left.

 

[curiousmagpie]

I saw this post on X and had a good laugh. From graphene over Talnode C over Talnode Si over Talnode E over Lithium over Talnode R. Let's see what comes next - the alphabet has some letters left.

Graphene getting a lot of hype again (have a look at HydroGraph chart). Talga will go back to graphene and the promotion/capital raise/dead end project cycle starts again.

 

[Gvan]

Graphene getting a lot of hype again (have a look at HydroGraph chart). Talga will go back to graphene and the promotion/capital raise/dead end project cycle starts again.

"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."

Being able to use recycled graphite concentrate and turn it into anode that matches the performance of new synthetic anode is a tech breakthrough, especially considering no one else has apparently been able to achieve this. So, your conspiracy that management would wait for options to expire before announcing anything substantial was incorrect.

 

[curiousmagpie]

Yes I was incorrect.

Still can’t sustain a share price that makes the options in the money. Wonder what else they’ve got

 

[Semmel]

"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."

Being able to use recycled graphite concentrate and turn it into anode that matches the performance of new synthetic anode is a tech breakthrough, especially considering no one else has apparently been able to achieve this. So, your conspiracy that management would wait for options to expire before announcing anything substantial was incorrect.

I did some more research on Talnode-R and the black mass Feedstock. It is indeed true that the black mass contains all the good stuff from metals to electrolytes and anode.

Looks like Talga can use graphite that is left over from leaching the metals from black mass as the graphite remains almost uneffected by typical acids that are used for leaching. Graphite would be left from as solid residue in the solution. This is called hydrometallurgy and is used by both Altilium and Aurubis. It would boost Talgas Feedstock by 5ktpa for 3 years from altilium.

There is another approach where the black mass is heated to ~1500 C and burned. The metals are extracted from the hot slack, which burns the graphite and is obviously incompatible with Talnode-R.

Redwood Materials in the US are heating batteries before crushing under nitrogen atmosphere to 300 to 600 deg C, which renders the batteries inert and decomposes binders and other organics. However it probably leaves the graphite crystal structure intact as the graphite does not burn without oxygen and the temperature is not high enough to damage the crystal structure. If redwood then leaches out the metal using acids, the solid residue that contains graphite might be less pure than other methods but the graphite should be uneffected. Meaning it is compatible with Talgas approach given some additional purification steps. Current graphite material volume by redwood materials is 15ktpa but might increase to 100ktpa in the next years.

This all sounds very, very positive! If the processing is really similar to Talnode-C and therefore similar to the cost structure as we all hope, the additional purification steps don't sound too bad in terms of added costs. I'm slowly coming to the conclusion that this could be a banger. Especially as Talga is currently the only player world wide that can do this.

 

[curiousmagpie]

Especially as Talga is currently the only player world wide that can do this.

Not quite. Note the carefully worded Talnode-R announcement:
"Talga is among the first companies globally to demonstrate that spent battery waste graphite can be regenerated for use in EV quality batteries"


Vianode claimed in March they can do this:

Vianode launches first recycled graphite product for more sustainable…

We deliver high performance anode graphite for EVs. Decarbonisation included.

www.vianode.com