Semmel
It was getting too late last night in Western Australia to complete a response to your request for a link that would include TLG presentations over the last few years. I have still been unable to offer a link so I will curate specific presentations and why I have picked those particular ones.
I should offer a touch more history here. As I have mentioned I bought in the entitlement offer in late 2013, initially sufficient shares to get an allocation and applied for more beyond in the expectation of being scaled back. The amount committed at that time was not huge as I considered TLG as very speculative on the basis it had launched itself in an IPO 2 years prior as a gold exploration company and was in the process of shedding quite a few Board directors. Needless to say there was a shortfall and I had my boots filled. It was then still a pure mining exploration company focussing on Sweden rather the gold out in the Pilbara of Western Australia. TLG came to my attention at a conference in Perth on graphite, which was heavily represented by hopefuls in East Africa. It was clear that it was going to need additional capital on a regular basis so I always made sure I had spare funds available to participate in any SPP offers. The rationale being that the money in the company was better spent than trying to game the process and pick up shares cheaper in the market.
The focus on the company has come full circle with all the initial attention on the mining side of things back again rather than on the technology aspect. The presentations I have picked out are all about the potential uses of the material as TLG became more and more aware of what it had acquired in Sweden.
So the first presentation of interest was from 19 November 2015 in Santa Clara, California. This was a defining moment for TLG as it put them on the radar for some important early adopter users in the automotive industry, the car model shaped out of the graphite material on show at the recent presentation in Busselton is a big hint. TLG's presence also caught the attention of a couple of critically important researchers: Benchmark and The Limiting Factor. It can be found on page 5 of the presentations archive on the TLG website, see pages 10, 14, 16 and 19.
The next presentation is from the Benchmark conference in London by invitation only from 7 June 2016 also from the same archive page 5, see pages 11 and 17 in particular.
The next presentation is from the Techknow conference from 21 March 2017, page 4 in the archive, see pages 12 (electron microscope image), pages 14 to 16 and page 30.
Next up is the Cambridge Graphene conference from 13 June 2017, same archive page as above, see pages 3, 10 and 11, and 13.
The next is the Goldman Sachs Battery Day conference, invitation only, from 27 March 2018, archive page 3, see page 11 (the clearest indication yet of a flow sheet of the material from Vitangi and its possible applications), updated page 17, pages 20 to 24 (the full loaf of breadcrumbs so far to speak).
The next is the Benchmark conference, again, but in Newport Beach, California, from 24 October 2018, same archive page as above, see pages 12 to 19 (more is revealed as progress is made) and pages 22 to 25 (all about the the TLG achievements with silicon).
Benchmark World Tour conference, TLG a now a go to attendee, from 24 June 2019 in London, same archive page as above, see pages 18 to 23.
Benchmark Graphite & Anodes conference Los Angeles from 11-12 November 2019, archive page 2, is all about the path to production, read the whole thing.
The IDTechEX show in the USA presentation from 20 November 2019, is all about graphene and its TLG applications, same archive page as above, again worth reading the whole thing as it confirms that TLG is working away at this aspect with a dozen PhDs or so on the payroll.
Finally, CSIRO Electrochemical Energy Storage series, same archive page as above, a good summary of the progress to date, read the whole thing.
I will not delve into the more recent Benchmark conferences where TLG is given pride of place, in December 2020 two slots, more recently in June 2021 in the discussion of the benefits of natural versus synthetic except to mention them.
I have stated my assessment on this before, TLG do what they say they are going to do. There is a clear progression at each point in the timeline. It is patently obvious TLG is being taken very seriously. The current focus has turned back to the mining side as TLG is not yet in commercial production. All these applications are patiently waiting for the last pieces to fall into place, the timeline ahead is spelled out and on track. The 19,500 tons from the DFS is no where near sufficient to meet all the needs expressed, nor is the next stage 100,000 tons. The regulatory requirements are being ticked off one at a time ISO 9001 and LCA certifications.
TLG have academic peer review support, research support for their claims. It is why I am not just with my boots filled from the start, but all in and now have had no other investments. This is not a recommendation, I have pointed the way on the research I have undertaken, but do not take my word for it and undertake your own before drawing your own conclusions. I do admit at this point of being borderline obsessive compulsive, but I can live with that label. I continue to hold steadfastly.
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