TLG - Talga Group

[Gavin Atkinson]

Has everyone received their refund from the SPP yet?
I’m still waiting

 

[Dona Ferentes]

Has everyone received their refund from the SPP yet?
I’m still waiting

went direct to the bank. day after allocation

 

[Gavin Atkinson]

Has everyone received their refund from the SPP yet?
I’m still waiting

Oh wait, I lie. It went into a different account than what I was expecting

 

[basilio]

Have to say the softening Talgas SP is intriguing. Dropped to 1.28 today. One would have thought that the overall promise and quality of the project would be keeping investors onboard and/or attracting fresh interest.

Has anyone heard anything that might add some light to the picture ?

 

[basilio]

Update on the effectiveness of the graphene based paint that Talga is promoting to protect ships from fouling.
They have painted a couple of cargo ships and 15 months later they still look good.
The graphene is a by product of their anode production so it's not that expensive.

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02350686-6A1023401?access_token=83ff96335c2d45a094df02a206a39ff4

 

[Dona Ferentes]

For the Vittangi Anode Project Detailed Feasibility Study in Sweden, DFS work packages have been delivered to Talga by its UK-based engineering consultant for review; however, unexpectedly long restrictions on travel and site access due to COVID-19 have impacted finalisation of key data. European travel and access conditions are improving and the impacted study work is expected for completion towards DFS delivery late June 2021.

Meanwhile Directors buying (modestly) on market during the recent SP weakness.

(Hold)

 

[basilio]

Finally a return by investors to Talga. Big jumps in the past few days. There really shouldn't be much slowing down of work on the various projects and I think demand for EV cars is only quickening.

 

[basilio]

Talga has opened with a bang this morning.
Up 22c /15% with no new announcement.

Could be the penny has dropped for a new fund manager or some news in the wings.

 

[Dona Ferentes]

I love the smell of volume in the morning

 

[basilio]

Talga has opened with a bang this morning.
Up 22c /15% with no new announcement.

Could be the penny has dropped for a new fund manager or some news in the wings.

Still charging upwards. Now 35c/ 25% up. No announcements. No speeding tickets either.
The day traders must be making out !!

 

[basilio]

I think I found a possible reason behind the sharp increase in TLG shares today.
ADO announced the results of a series of collaborative tests for it's technology which substantially improves battery performance. From reading the report I think Talga is one of the partners whose anodes will be enhanced by this development.

In any case this is big news for all anode developers.

AnteoTech (ASX:ADO) collaborator confirms promising anode test results

Evaluation work conducted by AnteoTech’s (ASX:ADO) collaborators on AnteoX have confirmed results of electrochemical performance enhancement

themarketherald.com.au

ADO share price and company information for ASX:ADO

View today’s ADO share price, options, bonds, hybrids and warrants. View announcements, advanced pricing charts, trading status, fundamentals, dividend information, peer analysis and key company information.

www2.asx.com.au

(See todays announcement)

 

[Dona Ferentes]

truly impressive

(calling it; by the way)

 

[basilio]

Impressive indeed ! Of course beginning the right hand axis at $1.30 rather than Zero certainly enhances the visuals of the SP jump..... It looks like an 8 fold increase in SP ...rather than 30%

It will be interesting to see if TLG is in fact the unnamed collaborator. But regardless they are in the same R and D field so they will knocking on the door to see if the technology adds another 20% to their anodes.

Overall this could be a stunning improvement to the capacity of batteries for cars and all storage applications.

 

[basilio]

ASX sent the speeding ticket. TLG response is "Nothing new". They did however note the keen interest in battery technologies and increased commitment of counties/ companies to going EV.

Does this mean it isn't ADO's collaborator ? One would think so. However as I suggested they should be moving very quickly to check out ADO's tech if can give their anodes an even bigger kick.

26/04/2021
2:18 p

Response to ASX Price and Volume Query

351KB

 

[Dona Ferentes]

Here's what TLG said about Silicon Anodes (01 Sept 2000)

Higher capacity through silicon anode
The electric mobility industry needs higher capacity batteries for longer range

• Silicon anode is theoretically capable of >10x energy capacity of graphite anode in Li-ion battery
• But today, silicon is being blended into graphite in only small amounts (3-5% weight) due to major and fundamental issues
• Higher energy capacity can translate to longer range of electric vehicles or less weight (smaller batteries), so solving silicon issues can have big impact on EV use and production

Silicon anodes have profound issues to overcome in practical use

• Silicon changes volume by 300% in charge/discharge cycles (compared to graphite 10%)
• Volume change leads to a range of issues including:

-pulverization/breakage
-delamination from current collector
-build-up of thick, solid electrolyte interface (SEI) decreasing lithiation kinetics and ‘robbing’ lithium from cathode and electrolyte

• So the more silicon, the shorter battery life, and failure ensues (rapidly)

Ultra-thin carbon nanomaterial enabling practical silicon anodes

• Graphene additives or composites can enable silicon anodes to stabilise and extend cycle life
• Graphene can work in various modes including protective coatings and nano-structures to control pulverisation during volume change, retain kinetics and moderate SEI formation

Talga graphene-enhanced silicon anode blended into commercial graphite anode

• The silicon content in Talnode-Si is ~30%Wt
• Silicon enables a range of loadings in existing anode blends
• Commercial impact is potential longer range of electric vehicle, or same range with less weight from smaller battery

The ADO piece today includes :
Collaborator 5 - (A large central European silicon focused chemical company developing anode active materials.)
Collaborator 5 has developed a high energy anode design, which requires capacity limitation of the anode to reduce stresses during the lithiation (charging) of the silicon, to promote an increase in cycle life capacity. Using this approach Collaborator 5 undertook several tests of binder formulations using AnteoX as an additive. The results from the first set of tests indicated that the addition of AnteoX to Collaborator 5’s high energy anode design demonstrated an up to 16% improvement in cycle life, when tested in full cells against commercial cathode materials. The result suggests that the effectiveness of AnteoX is much more prominent if the anode coating is placed under greater stress caused by higher levels of silicon lithiation leading to higher anode utilisation and consequently energy capacity (Wh).

 

[basilio]

Here's what TLG said about Silicon Anodes

Higher capacity through silicon anode
The electric mobility industry needs higher capacity batteries for longer range

• Silicon anode is theoretically capable of >10x energy capacity of graphite anode in Li-ion battery
• But today, silicon is being blended into graphite in only small amounts (3-5% weight) due to major and fundamental issues
• Higher energy capacity can translate to longer range of electric vehicles or less weight (smaller batteries), so solving silicon issues can have big impact on EV use and production

Silicon anodes have profound issues to overcome in practical use

• Silicon changes volume by 300% in charge/discharge cycles (compared to graphite 10%)
• Volume change leads to a range of issues including:

-pulverization/breakage
-delamination from current collector
-build-up of thick, solid electrolyte interface (SEI) decreasing lithiation kinetics and ‘robbing’ lithium from cathode and electrolyte

• So the more silicon, the shorter battery life, and failure ensues (rapidly)

Ultra-thin carbon nanomaterial enabling practical silicon anodes

• Graphene additives or composites can enable silicon anodes to stabilise and extend cycle life
• Graphene can work in various modes including protective coatings and nano-structures to control pulverisation during volume change, retain kinetics and moderate SEI formation

Talga graphene-enhanced silicon anode blended into commercial graphite anode

• The silicon content in Talnode-Si is ~30%Wt
• Silicon enables a range of loadings in existing anode blends
• Commercial impact is potential longer range of electric vehicle, or same range with less weight from smaller battery

The ADO piece today includes :
Collaborator 5 - (A large central European silicon focused chemical company developing anode active materials.)
Collaborator 5 has developed a high energy anode design, which requires capacity limitation of the anode to reduce stresses during the lithiation (charging) of the silicon, to promote an increase in cycle life capacity. Using this approach Collaborator 5 undertook several tests of binder formulations using AnteoX as an additive. The results from the first set of tests indicated that the addition of AnteoX to Collaborator 5’s high energy anode design demonstrated an up to 16% improvement in cycle life, when tested in full cells against commercial cathode materials. The result suggests that the effectiveness of AnteoX is much more prominent if the anode coating is placed under greater stress caused by higher levels of silicon lithiation leading to higher anode utilisation and consequently energy capacity (Wh).

It's intriguing isn't it ? I researched both statements and "guessed" TLG was Collob 5. But there may well be another European company that is also developing silicon rich anodes that is in fact the partner.

If Talga isn't the partner it is possible their graphene technology is already superior to other competitors. It is also possible that ADO's contribution of AnteoX will further improve their process and this possibility has lead to the fresh interest.

And of course there may be absolutely no connection at all . In that case TLG jumped today because of some serious interest by new investors, re calibrartion of value by older investors or some imminent good news that has been leaked or deduced.

It would be very instructive for TLG management to actively respond to the ADO announcement.

 

[Dona Ferentes]

It's intriguing isn't it ?

If you look at the collaborations that Talga has, in Europe, I think there is a fair probability that one of them ... from ABB , BASF on down ... may well be it. The amount of money being spent would certainly bring about shoulder rubbing at high levels.

Meanwhile, TLG's 25% lift today. No complaints from me.

 

[Dona Ferentes]

Here's another collaboration, this time in Australia. Look who's there!

The Future Battery Industries Cooperative Research Centre brings together around 60 partners, including industry participants, Federal and State Government stakeholders, academics and researchers and broader participants and supporters from across related sectors.

Our tiered partnership model allows participants of all sizes to join us in this once in a generation opportunity to develop new technologies.

Participants - Future Battery

The Future Battery Industries Cooperative Research Centre brings together around 70 partners, including industry participants, Federal and State Government stakeholders,

fbicrc.com.au

 

[sptrawler]

Anything that improves the energy density of batteries, is going to have a big market reaction, so much depends on it.

 

[Dona Ferentes]

Talga has announced the positive conclusion of its two feasibility studies into the technical and commercial prospects of a Talga Anode Refinery in the UK.

The Studies, investigating the feasibility of UK production of Talga's active battery anode products Talnode®-C and Talnode®-Si, were co-funded by Innovate UK under the UK Government’s Automotive Transformation Fund (ASX: TLG 4 November 2020).

Talga UK anode production would potentially deliver secure, cost-effective and sustainable active battery material for a more self sufficient UK electric vehicle industry. The Studies found it is technically and economically feasible to refine and produce Talga anodes in the UK, and identified the factors within the commercial, engineering, permitting and energy supply aspects of the project that would need to be further investigated.