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
NVX Chart, page-61
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Mkt cap ! $415.6M | |||
| Open | High | Low | Value | Volume |
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| 2 | 21390 | 84.0¢ |
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| Last updated 15.59pm 10/05/2024 ? | |||||
| NVX (ASX) Chart |