Talga Updates and Discussion thread

[JNRB]

pathetic. graphite stocks up 6-12% and Talga down

price action always tells a story

someone put a positive spin on this shitshow

positive_spin{
Talga isn't a graphite stock.
It's an anode company.
}

 

[cosors]

https://quoteapi.com/resources/4ec85c869fdae450/announcements/tlg.asx/6a1298246/TLG_Announcement_6a1298246.pdf

 

[cosors]

https://talgagroup.eu-central-1.linodeobjects.com/app/uploads/2025/11/20115704/2986205.pdf

 

[cosors]

Strangely enough, I didn't have a Talga flyer in my mailbox today. But there is an ASX announcement:

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03044295-6A1306342&v=undefined

@Diogenese maybe something for you?

 

[cosors]

 

[curiousmagpie]

what's going on here then

never change Talga

 

[Tim]

Good to see permitting is being greenlit in various ways.
The big question still on my mind is customers.

There's been so much apparent interest but no supply agreements have materialized.
Permits have felt like they were in the bag for a while now. Sales has been my primary concern and remains to be the case.

Unless I've missed something, happy to be told I'm living under a rock.

 

[Tim]

Good to see permitting is being greenlit in various ways.
The big question still on my mind is customers.

There's been so much apparent interest but no supply agreements have materialized.
Permits have felt like they were in the bag for a while now. Sales has been my primary concern and remains to be the case.

Unless I've missed something, happy to be told I'm living under a rock.

Wondering if anyone has insights to share on this... regarding customers and actual sales

(I wouldn't normally reply-to-self like this... but I was kinda hoping somebody would have 2c to share. Made me wonder if all that crypto spam turned people away from this thread at the time of asking).

 

[curiousmagpie]

TLG: Half Yearly Report and Accounts

“During the period, the Group’s technology division has been rationalized with the decision to concentrate R&D activities in the UK and Sweden and the German facility to wind down”


i said repeatedly for years the lack of Tal-si news meant it was dead. the pilot plant (expanded 2023) was in germany, so assume this the formal death of Tal-si?

@Gvan thoughts ?

 

[Token35]

Tal-Si was always going to be a nice extra but it wasn't the reason I'm in this.
If anything, it shows that silicone anodes are tough to make and not likely to overtake graphite anytime soon.
Maybe it will get revisited when there is disposable income and can be funnelled back into R&D.

 

[Gvan]

TLG: Half Yearly Report and Accounts

“During the period, the Group’s technology division has been rationalized with the decision to concentrate R&D activities in the UK and Sweden and the German facility to wind down”


i said repeatedly for years the lack of Tal-si news meant it was dead. the pilot plant (expanded 2023) was in germany, so assume this the formal death of Tal-si?

@Gvan thoughts ?

Yes, I saw that in the previous quarterly.

The silicon anode market has been affected by China. It’s a nice to have for Talga, but the company is likely trying to control expenses and get the first line up and running while not being spread too thin. You might recall that some years ago there was discussion about using part of the refinery’s output for Talnode-Si, but it appears Talnode-R has since taken its place in terms of refinery capacity. Talga probably views it as a more attractive product as circularity regulations start coming in for OEMs. We also see this reflected in the EU’s recent ban on exporting black mass back to China and the stronger push for urban mining to keep critical minerals onshore.

 

[curiousmagpie]

Yes, I saw that in the previous quarterly.

The silicon anode market has been affected by China. It’s a nice to have for Talga, but the company is likely trying to control expenses and get the first line up and running while not being spread too thin. You might recall that some years ago there was discussion about using part of the refinery’s output for Talnode-Si, but it appears Talnode-R has since taken its place in terms of refinery capacity. Talga probably views it as a more attractive product as circularity regulations start coming in for OEMs. We also see this reflected in the EU’s recent ban on exporting black mass back to China and the stronger push for urban mining to keep critical minerals onshore.

unless I misread the quarterly said reducing German headcount. I didn’t get the idea it was reduced to zero and sale of all equipment

now does the denial of an anti dumping order on chinese anode nix the idea of us expansion before it even got off the ground ?

company has gone from plans of hundreds of thousands of tonnes and multiple technology fronts to a 5000 tonne plant for torch batteries that are given to people for free at conferences

 

[curiousmagpie]

anyone want to offer an explanation for this?
not using index selling as an excuse please

 

[Chieftain02]

You were bullshitted to by MT who hyped up a grant so Talga could complete a capital raising, I tried to warn everyone that he is a con artist. Visits all across Europe, America, Japan and still cannot find a customer or strategic investor. Even Gvan doesn't defend this train wreck anymore. Maybe investor relations was the first position to be made redundant to try and keep the lights on a little longer. It is a failed company no matter how you look at. Back to digging dinosaur bones, at least there will be customers for those.

 

[curiousmagpie]

You were bullshitted to by MT who hyped up a grant so Talga could complete a capital raising, I tried to warn everyone that he is a con artist. Visits all across Europe, America, Japan and still cannot find a customer or strategic investor. Even Gvan doesn't defend this train wreck anymore. Maybe investor relations was the first position to be made redundant to try and keep the lights on a little longer. It is a failed company no matter how you look at. Back to digging dinosaur bones, at least there will be customers for those.

I don't think he's a con artist. I still hold some and wouldnt do so if i though that

I do think shareholders are owed a LOT more transparency. nothing can be hand waved away with a cosy webinar chat any more.
the grant disaster needs to be explained and investor relations needs to be massively improved to rebuild trust. the plan fell apart with the grant disaster and it has not been explained what the new plan is, if there is one

why are no directors buying on market? chairman is a waste of space