NVX Chart, page-61

TLG is all hype, nothing solid; moreover their claims they're not even talking about it anymore.

In 2018/19 they announced and kept announcing that they developed Talnode-C, which is a natural graphite anode that can go through 300 cycles and have >99% retention. If Novonix's presentation has shown anything it's that natural graphite loses like 5-10% after 300 cycles. So obviously something is off with TLG. Moreover, TLG state that they have 300% more interest in their product but no one is buying/signing agreements for a purchase order.

So either Talga's Talnode-C is all horse or I'm clearly missing something.

source: https://www.talgagroup.com/irm/PDF/2e5b5d83-ddc2-4bcb-bda2-a23313fe1be2/SPAngelResearchReportonTalga


source: https://www.novonixgroup.com/wp-content/uploads/2020/06/NOVONIX_-_What_s_Next_-_Technology_Roadmap_-_Investor_Webinar_Presentation_-_12_June_2020.pdf