Some key notes I like from this CSIRO webinar. Time stamps are approximate.11:10-100% of current anode supply chain comes from China-100% sustainable electricity in Sweden17:10-starting to design additives for other parts of batteries(other than anode was my take)......pretty big deal17:45-50 current engagements with li-ion battery companies and auto OEM's19:45-20 PhDs and Engineers working on tech(sounds like a large number for a small company)23:40-found a way to make anode work at low temperatures very well and also not suffer at high temperatures(I'd bet half the world's population is in a climate that experiences below freezing weather)25:45-with silicon anode we focus on what can go BIG26:20-we do have intellectual property in this area(assuming anodes specifically)26:30-Talnode-Si really exciting developments in this space that are "Frankly Frightening in how good they are"(Mark Thompson just used the word FRIGHTENING, Really!!!)27:00-we have mine expansion plans27:20-1/60,000th of co2 emitted from creating anode in Sweden rather than China27:55-all of the graphite mined turns into anode or something usable28:13-anode yields of over 90% from mined or, which is extremely high28:43-we are going to be in the cheapest 10% of anode producers in the world28:58-everything I told you about current valuations of company are just based on a small fraction of our defined resources30:20-" WE HAVE BIG GROWTH PLANS LIKE YOU AINT SEEN NOTHING YET!" (Mark Thompson)30:50-youll see news about ALL our Partners in the NEAR term
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Ann: Talga Presentation Recording from CSIRO Webinar, page-5
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