TLG

1.25%

40.5¢ talga group ltd

TESLA IS A DONE DEAL, page-44

First 44 Last

Share
Profile

Follow
yzwboy

1,338 Posts.

221

18/11/21

14:54

Post #: 57675638
Share

Originally posted by Pharvest: ↑

In this video by Jordan Giesige's ‘The Limiting Factor’ he does a conservative breakdown of how much in house battery manufacturing Tesla needs to be doing by 2025 to meet demand.. 280 gwh he conservatively arrived at. How many tonnes of anode is required to make 280 gwh of LFP batteries?

Tesla's 250gwh Brandenburg plant is going to be the biggest in the world. Where will they be getting all that anode from for all of those batteries? From China? Not green enough for the EU, and besides when you see the massive scale up in EV production in that country, are the European car makers going to be able to rely on supply? Germany? In my research I’ve only found one graphite mine in the Country, and it seems to be more graphite lubricants focused, it’s website contains a statement that basically states anode is an area they’re interested in doing some R&D on, my guess is it’s an extremely low grade deposit as Germany doesn’t appear to be known for graphite, the main thing the Germans have to mine in their Country is dirty lignite coal.

I guess there are all the other graphite explorers coming out now making big headlines in Africa, North America and even here in Australia. Some of them are getting really excited about finding 6-8% grade deposits!!… follow through the logistics and economics of that in your head and see if you can find a way any of them will compete with Talga’s product offerings!… the less dirt you’re moving the cheaper and easier it is to make the anode, obviously, and the Swedes are incredibly skilled and efficient miners.. how will anyone compete for anything more than what Talga cannot supply? When you have Talga’s Vittangi deposit coming in at a whopping 24% and wait til we get these next drill results back from a spot that has already intersected grades in the 30’s!

Expand

geez pharvest you are coming out in full force aye

TLG Price at posting: $2.00 Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

As Nvidia cools, we're looking to Aussie AI

LAM

Laramide sniffs prime Kazakh uranium, with agreement over 6000 square km land position

CBA breaks trading record on strong day for Aussie financials

RMX

Red Mountain Mining: record gold prices, two projects, two greenstone belts

Week 36 Wrap: AI hype wave tested again; Oz per capita recession continues; AirTrunk’s $40B+ payday

OCC

Orthocell kicks off collagen-based dental bone repair product sales in Canada; eyeing next stop Brazil

QML

Metallurgical testing shows saleable copper and pyrite from QMines' Develin Creek project

PRU

Perseus Mining boosts stake in Predictive Discovery to 19.9% as latter's flagship project stalls

SBW

Shekel Brainweigh investor presentation webinar – the future of retail automation

BIT

HotCopper users blunt as Biotron sinks -35%; long-awaited COVID drug results same as placebo

There are more pages in this discussion • 46 more messages in this thread...

First 44 Last

Add TLG (ASX) to my watchlist

(20min delay)
Last 40.5¢		Change 0.005(1.25%)		Mkt cap ! $173.6M

Open	High	Low	Value	Volume
42.0¢	43.3¢	40.0¢	$113.4K	274.0K

Buyers (Bids)

No.	Vol.	Price($)
2	26469	40.5¢

Sellers (Offers)

Price($)	Vol.	No.
41.5¢	10000	1

View Market Depth

No.	Vol.	Price($)
2	26469	0.405
4	11353	0.400
1	33000	0.395
4	33425	0.390
2	5072	0.385

Price($)	Vol.	No.
0.415	10000	1
0.420	6659	1
0.425	20000	1
0.435	10000	1
0.440	40000	1

Last trade - 16.10pm 06/09/2024 (20 minute delay)

TLG (ASX) Chart

TESLA IS A DONE DEAL, page-44

As Nvidia cools, we're looking to Aussie AI

Laramide sniffs prime Kazakh uranium, with agreement over 6000 square km land position

CBA breaks trading record on strong day for Aussie financials

Red Mountain Mining: record gold prices, two projects, two greenstone belts

Week 36 Wrap: AI hype wave tested again; Oz per capita recession continues; AirTrunk’s $40B+ payday

Orthocell kicks off collagen-based dental bone repair product sales in Canada; eyeing next stop Brazil

Metallurgical testing shows saleable copper and pyrite from QMines' Develin Creek project

Perseus Mining boosts stake in Predictive Discovery to 19.9% as latter's flagship project stalls

Shekel Brainweigh investor presentation webinar – the future of retail automation

HotCopper users blunt as Biotron sinks -35%; long-awaited COVID drug results same as placebo

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

TESLA IS A DONE DEAL, page-44

Top Stories

As Nvidia cools, we're looking to Aussie AI

Laramide sniffs prime Kazakh uranium, with agreement over 6000 square km land position

CBA breaks trading record on strong day for Aussie financials

Red Mountain Mining: record gold prices, two projects, two greenstone belts

Week 36 Wrap: AI hype wave tested again; Oz per capita recession continues; AirTrunk’s $40B+ payday

Orthocell kicks off collagen-based dental bone repair product sales in Canada; eyeing next stop Brazil

Metallurgical testing shows saleable copper and pyrite from QMines' Develin Creek project

Perseus Mining boosts stake in Predictive Discovery to 19.9% as latter's flagship project stalls

Shekel Brainweigh investor presentation webinar – the future of retail automation

HotCopper users blunt as Biotron sinks -35%; long-awaited COVID drug results same as placebo

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News