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25/03/23

23:44

Post #: 66960956
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Originally posted by Pippydog: ↑

Warwick Grigor at Far East Capital was hyping graphite today in his newsletter but its quite clear he's not a fan of Talga. Vaguely remember there being some history there?

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Talga is offering a lower pollution route

Talga Group (TLG) continues to hold a high market
capitalisation of $564m, presumably due to its plans for a low polluting process to manufacture battery anodes. It can’t be because of its high grade orebody in Sweden
alone because it still hasn’t been able to secure a mining
licence, after 10 years of trying. Watch for an announcement in early April, concerning environmental
permitting progress.

It is no secret that I have been sceptical about Talga’s value in the market place, given the paucity of technical
information that has been released, particularly with regard to claims concerning silicon in the anodes. Last December it said that its anodes had reached the 500 cycle life point, but that is still well short of the minimum requirement of 800-1,000 cycles. That means it is still work in progress rather than a sure thing.

Talga claimed in a recent presentation that its anodes
contain 50% silicon, but that doesn’t sit well with another
ASX release referring to 9% levels of Talnode-Si.
(14/12//22). I can’t make sense of its statement that “The proprietary production process and graphene technology
helps reduce silicon expansion during charging, and the
approach offers large scale industrial production potential and lower costs compared to other known silicon anode
technologies.”

As far as I know, every other company working with silicon in anodes is still conducting research with a long way to go before declaring their processes to be commercial. Maybe Talga is out-perfoming them, but seeing Mitsui withdraw from an MoU a couple a weeks ago doesn’t inspire confidence.

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Its good to hear a counterview but it's cynical and poorly informed take in my view for at least the following reasons:
* The silicon-graphite anode mix is an additive that's supposed to be diluted to the auto OEMs according to their needs, not used directly.
* Subjective, but the early termination of the Mitsui partnership i take as "we dont need to give away equity when we can get a loan from the EIB" rather than "we cant get anyone to fund our high grade, environmentally friendly, critical resource extraction".

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Hi Pippydog,

Plenty of history there... WG went from hero to zero with TLG. Largest shareholder and beated their drum the loudest for years. I suspect he wanted a seat at the table with MT & Co but it wasn't forthcoming so he packed up. It was painful as a long term holder watching him unload on market over what felt like an eternity. And no coincidence he's now on the board of First Graphite.

Since his departure TLG has gone from good to great IMO with the stars aligning. I'd guess WG is regretting his move and hence I take anything he says with scepticism and it wouldnt surprise me if he's behind some of the shorts.

11 days till...

TLG Price at posting: $1.52 Sentiment: Hold Disclosure: Held
26 Upvote

3 Great analysis

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