Talga's Current NPV, page-164

  1. 2,318 Posts.
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    That was a very short holiday Beach?

    The Total Vittangi Project Graphite Mineral Resources alone is 19.5Mt at 24% Cg at a 10% Cg cut-off = ~4.67Mt of contained graphite.

    In 2021 a new Exploration Target for Vittangi Graphite Project issued with a range of 170-200Mt at 20-30 %Cg.

    Microsoft Word - 20220303FinalDrillResults_ASX.docx (talgagroup.eu-central-1.linodeobjects.com)

    As I stated in point 4 of my post above:

    I expect after the next drilling program is completed there source upgrade due in the second half of 2022 will be a combined total of around50Mt at @>25% Cg. This would equate to ~ 12.5Mt of Cg which would be enough to produce 500Kt of anode for the next 25 year. Which is still only half the amount Europe will require by 2030.

    With regards to Talga graphene plant, as I have already pointed out to you previously, is alive and well, as per the following from the last Quarterly:


    Battery Materials and Graphene

    During the quarter Talga continued development and commercialisation of its major next-gen battery products including Talnode®-Si for silicon anodes, Talnode®-E for solid state batteries and a new cathode additive, which has undergone successful initial testing with major EV customers.

    Talga continues to produce graphene-enhanced additives and products for ongoing projects with a large and diverse range of customers. These customer and partner programs include advanced field trials of anti-corrosion and anti-foul coatings, plastics for home appliances, automotive rubber, paper and fibre packaging, concrete, and batteries. Most test results are generated under commercial-inconfidence conditions as customer data under NDA or pending patent applications, but updates will be published when possible to do so.

    While battery customers are expected to underpin development of Talga’s Swedish business in the near term, the opportunity for the Company to produce a broader range of graphene and graphite products from its integrated mine-to-product development remains part of its expansion planning
    considerations.

    Please try to keep up!
 
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