TLG 1.25% 40.5¢ talga group ltd

Ann: Talga Signs Supply MOU with Nordic Battery Maker FREYR, page-117

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    FREYR's QTR report;

    In June 2021, and in line with its strategy of developing local battery supply chains to access materials made responsibly with renewable energy, FREYR signed a non-binding MoU with Talga Group Ltd. (“Talga”) for the supply of active anode materials based on natural graphite produced in Sweden. The parties intend to discuss binding long-term supply agreements as well as other business models and collaborations.

    https://ir.freyrbattery.com/ir-news/press-releases/news-details/2021/FREYR-Battery-Reports-Second-Quarter-2021-Results/

    My interpretation

    FREYR is after Active anode material, not for the supply of anode (Talnode - that uses the Conventional Cell production)

    With FREYR announcing they using 24M Technolgies anode and cathode does this mean TLG will either need to supply AAM material (like MRC) or will the agreement not progress from a non-binding MOU?

    https://hotcopper.com.au/data/attachments/3996/3996530-dfae9dbe2d921428fc39ca08d359eabf.jpg


    Does anyone know the energy density (Mah/g) of Talnode?

    I do recall seeing their original results by talga where they use micro graphite instead of spherical graphite,the energy density was only 300mah/g which is significantly lower than PSG that has a density of up to 371mah/g

 
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