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Yes Mark Thompson is talking up his own book. However I think the facts are compelling.
TLG - Talga Group
- Thread starter Joe Blow
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What has happened to the Performance options for Talga management and staff ?
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What will the New Year bring for Talga ? The Vittangi project has finally got approvals and all appeals have been exhausted.
The Talga board has already gained around 30% funding for the project via Government grants and soft loans. The Board is now looking for off take commitments from customers and it seems is looking for a strategic partnership that would ensure a long term place as a European provider of anodes for European EV battery production. As far as I can see it is the only major player in this field.
Nothing is guaranteed . But on balance one would expect that the company will be able to secure finance and customers. And then it will take around 2 years to complete the build.
On the share front I think there is a base at 42c. From what i have seen when the price drops below that level there are buyers who come into the market and push the price back up.
If/when there are announcements of offtake agreements /strategic partnerships the SP should almost certainly double. These announcements would represent a crystalisation of the business case. So in theory at 44c there is little down side and substantial upside for Talga in 2025
We'll see.
The Talga board has already gained around 30% funding for the project via Government grants and soft loans. The Board is now looking for off take commitments from customers and it seems is looking for a strategic partnership that would ensure a long term place as a European provider of anodes for European EV battery production. As far as I can see it is the only major player in this field.
Nothing is guaranteed . But on balance one would expect that the company will be able to secure finance and customers. And then it will take around 2 years to complete the build.
On the share front I think there is a base at 42c. From what i have seen when the price drops below that level there are buyers who come into the market and push the price back up.
If/when there are announcements of offtake agreements /strategic partnerships the SP should almost certainly double. These announcements would represent a crystalisation of the business case. So in theory at 44c there is little down side and substantial upside for Talga in 2025
We'll see.
Dona Ferentes
Abrió la caja, vio al gatito, y sonrió
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Cleantech for Nordics' research suggests there were more than 200 investments in clean tech projects in Sweden in 2023.
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no mention of Talga, not in the top league
...
no mention of Talga, not in the top league
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Why am I choosing Talga again for the 2025 comp?
At some stage, hopefully soon, Talga will announce off take arrangements and complete financing for their Anode project. Surely that should see a significant increase in SP.
At some stage, hopefully soon, Talga will announce off take arrangements and complete financing for their Anode project. Surely that should see a significant increase in SP.
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Interesting close to trading on Friday for Talga. There was a 100,000 share purchase at 3.58 which cleaned up ato of shares and pushed the final price to 44c. Throughout the day there were another significant number of buys that supported or pushed the SP back up.
Talga will be pivotal In terms of supporting EU development of local battery production. There just isn't any other development within a bulls roar of their ore quality, supply capacity and proven technical skills to produce high quality battery anodes.
The decision by the US to effectively black list CATL as a battery supplier can only add to the need to made Talga work for the EU and broader regions.
electrek.co
Talga will be pivotal In terms of supporting EU development of local battery production. There just isn't any other development within a bulls roar of their ore quality, supply capacity and proven technical skills to produce high quality battery anodes.
The decision by the US to effectively black list CATL as a battery supplier can only add to the need to made Talga work for the EU and broader regions.
CATL powers a third of the world's EVs and now it's facing a US blacklisting
The world’s largest EV battery maker was designated as a “Chinese Military Company” on Monday by the US Defense Department....
electrek.co
