Thank you Blue swims.Do we dare to dream a little and turn the...

Thank you Blue swims.

Do we dare to dream a little and turn the clock forward 10-20 years and postulate which way the wind will be blowing for Talga? What are we likely to find?

• Talga has now become extremely profitable and it is mostly down to the unique qualities of their Swedish graphite resource and the established transition to electric cars.
• Solid state car batteries are now "hitting their stride" and making our current car batteries look like clunkers. Faster charging, more power, 1/3 the weight etc etc.
• Talga will be breathing a grateful sigh of relief and be able to revert back to their original dream of using their unique graphite resource for insatiable demand for graphene. I expect that the Lulea plant design will have this future product transition in mind.
• By this time, graphene will have become the new material sensation. This will be fuelled by the realisation that Silicon based computer chips have reached the end of their miniaturisation capabilities. The search for a material with a lower atomic number has already identified that graphene is likely to be silicon's successor.
• As is now, there will still be the arguments between natural and synthetic graphene as there currently is between the two graphites. I suspect the answers then, will be much the same as today. The synthetic will likely win the quality argument (1 layer graphene for computer chips) because of its precise controls over temperature and pressure during the manufacturing process. Talga's unique resource (with the temperature and pressure work already done) enables it to be in the vicinity on quality, but as is now, will have much better ESG credentials and be competitive on cost.
• The World is their oyster

Dream over. Back to work