Talga Updates and Discussion thread

[cosors]

You also said this:



Talga is not in control of the share price. But Talnode-R was a substantial announcement of new tech that you said would not come. You are moving the goal post here. Would I have hoped for a higher share price now? Of course! Is the new announcement a bit on the week side? Yes, I agree. Still its a first step and you cant blame them for taking first steps. Reality sometimes is at odds with plans. Thats the nature of reality but not an indication of malicious behavior. If they want to use battery black mass from end of life batteries, they need a place to process it. And if they can get an arrangement that doesnt keep them running in circles to get permits again, then this is great!

Thank you for DAH's Post and your clarification.
And I missed that bookmark.)

 

[Trostium]

And yes, perhaps they simply don't want the market to actively compete for these technologies right now, before they are able to commercialize them.
It will be interesting to see how this market develops in the coming years.

 

[curiousmagpie]

You also said this:



Talga is not in control of the share price. But Talnode-R was a substantial announcement of new tech that you said would not come. You are moving the goal post here. Would I have hoped for a higher share price now? Of course! Is the new announcement a bit on the week side? Yes, I agree. Still its a first step and you cant blame them for taking first steps. Reality sometimes is at odds with plans. Thats the nature of reality but not an indication of malicious behavior. If they want to use battery black mass from end of life batteries, they need a place to process it. And if they can get an arrangement that doesnt keep them running in circles to get permits again, then this is great!

I was wrong on the details but it's worse. They DID try and pump the stock with a 2 announcements but no one bought it because it's the same old fluff that has gone nowhere for 10 years. If this nonbinding with mom and pop is the best they could do with a year to prepare then things are worse than I thought. Seriously is that it? The share price is now BELOW price it was trading day before Talnode-R announcement

1) They tried to get the options in the money and failed
OR
2) They weren't trying to get the options in the money. So what is plan? An even more dilutive raise at price much less than $0.55

pick one. neither good

 

[curiousmagpie]

it's a mess

how can any of you be happy with this?

 

[Diogenese]

Keeping an eye on the competition:

Hazer claims battery grade graphite as a byproduct from its hydrogen production from methane::

https://app.sharelinktechnologies.com/announcement/asx/a201b7fc378d3607f5446e3b101447c5

PERTH, AUSTRALIA; 12 AUGUST 2025: Hazer Group Ltd ("Hazer" or "the Company") (ASX: HZR) is pleased to announce it has secured national filings for a key patent family protecting its novel electrochemical purification process, offering the potential to produce graphite exceeding 99.9% purity. This innovative process enables Hazer to access high-value markets including lithium-ion battery and other advanced applications.

...

Graphite in Battery Applications & Domestic Supply Imperative
Battery grade synthetic graphite prices have soared to over US$10,000 per tonne, marking a 120% rise from pre-pandemic levels. In comparison, natural graphite remains in the US$800–1,200 per tonne range, though purity issues limit its use in high-performance applications.3 These price dynamics underscore urgent demand for secure, localised supply chains. Major developed economies, including the US and Australia, are prioritising battery component sourcing from domestic or allied nations, highlighting graphite’s strategic importance. Hazer is receiving increasing inbound interest from lithium-ion battery and anode manufacturers, reflecting growing recognition of the potential applications for Hazer graphite in advanced energy storage applications.

Hazer cracks methane into hydrogen and graphite by passing it over hot iron ore.

 

[curiousmagpie]

Graphite in Battery Applications & Domestic Supply Imperative
Battery grade synthetic graphite prices have soared to over US$10,000 per tonne, marking a 120% rise from pre-pandemic levels. In comparison, natural graphite remains in the US$800–1,200 per tonne range

Why are they using figures that look like from 2021 and comparing synthetic CSPG to NG concentrate?

What NG product is selling for US$800–1,200 per tonne? More realistic than Talga's US$4,000 per tonne for ng concentrate at least.

 

[Semmel]

Mark interview on the partnership with UCC (thx rhythm34)

https://d3ocr0urz6zrlt.cloudfront.net/ba493d6d-0622-4841-8d07-823405406dca/vimondio_video_1920x1080_10000.mp4

 

[JNRB]

Mark interview on the partnership with UCC (thx rhythm34)

https://d3ocr0urz6zrlt.cloudfront.net/ba493d6d-0622-4841-8d07-823405406dca/vimondio_video_1920x1080_10000.mp4

Everyone should watch.
References to 'global' have been increasing over the past 2 years.

But this is the first time we have a statement from Mark that global licensing will likely become our core business overtaking production in Sweden.

Im interpreting a bit there from his words and analogy but tell me if you have a different reading.

This is huge.
Has Vittangi potential in Europe gotten smaller? Nope. It's still fuking gigantic. So for MT to say our true value now could come from licensing downstream processing shows how fuking massive that opportunity is.

I remember his answer about licensing always used to be "Oh well not really cos you know we just have the best ore at Vittangi and our stuff is all designed to work with that".

Well it seems in pushing to develop Talnode-R they've figured out how to make their stuff work anywhere.

If they can nail the right model for partnerships and licensing this will turn out to be a fantastic move

 

[JNRB]

"We've realised our downstream processing technology is actually at the core of the company, and that this can expand..."

I don't know why it was said so succinctly in the webinar already. But there we go. Biggest shift IMO since deciding to target anode vs other graphite projects.

 

[curiousmagpie]

I was wrong on the details but it's worse. They DID try and pump the stock with a 2 announcements but no one bought it because it's the same old fluff that has gone nowhere for 10 years. If this nonbinding with mom and pop is the best they could do with a year to prepare then things are worse than I thought. Seriously is that it? The share price is now BELOW price it was trading day before Talnode-R announcement

1) They tried to get the options in the money and failed
OR
2) They weren't trying to get the options in the money. So what is plan? An even more dilutive raise at price much less than $0.55

pick one. neither good

this is a discussion board. why does no one want to discuss this? I want to hear your positions. there must be some silent holders that are disgruntled and agree with me. lets hear it. there must be those that disagree, lets hear your counterpoints

they need cash. likely down to 1Q of cash by the end of the month which means the bank account will be empty by the end of the year
what is the plan?


did they try a pump to get the options in the money, which failed? they had a year to prepare. if this was the plan the best they could do with commercial progress was a nonbinding cooperation agreement with a no name catalytic recycler. I'm sorry but this is woeful. it's embarrassing.
we're they hoping that the mine plan would come through? if that was the whole plan was the only contingency the recycling?

if this wasn't the plan, then what is? your loyalty options expire, thanks for your loyalty but you're on your own. from here, 2 options i see
1) capital raise for working cashflow that dilutes loyal holders even more than the options because at present it will be at best 40c, maybe less. bad outcome
2) they have a big commercial strategic partner ready to go that will inject $100MM+ for a % of the project/company. sounds great but what are the chances of this happening? also if this is ready to go, it means it was held off until after the options expire. thanks again for your loyalty.

I don't want to hear about swedish bureaucracy. Talga has been working under that paradigm for years now, they need to do better within the constraints they have and know about. talk about the real problems, and what is within the company's control. lets hear it. are you not angry? where is the passion?

 

[curiousmagpie]

anyone here?