Talga Group Ltd (QX) (TLGRF)

Senior Zacks SCR Analyst Tom Kerr, CFA, interviews Mark Thompson, the managing director of Talga Group Ltd (OTCQX: TLGRF, ASX: TGL), a leader in graphite battery materials. They discuss the company's history, the importance of graphite in battery technology, the permitting process for their mine in Sweden, and the significance of their trademarked product family, Talnode. Mark explains the unique aspects of their vertically integrated operations, the challenges of project funding, and the critical role of EU grants. The conversation also highlights the dominance of China in the graphite market and the potential for expansion into the US.



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Talga Group Ltd. (OTCQX: TLGRF | ASX: TLG)



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Talga Group Ltd. (OTCQX: TLGRF | ASX: TLG)



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About Talga
Talga Group Ltd (ASX:TLG) is building a European battery materials supply chain to offer products
critical to the green transition. Talga’s innovative technology and vertical integration of 100% owned
Swedish graphite resources provides security of supply and creates additional value for stakeholders.

https://www.talgagroup.com/products/battery-materials/

graphite, graphene, graphitic carbon innovation, and anodes

Talga EV Battery Anode Plant in Luleå, Sweden

974 views 4 months ago

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The named looked familiar.

I am looking for graphite plays.

I will go through your DD this weekend.

This release includes a good description of the advantages of their technology

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02612113-6A1128250?access_token=83ff96335c2d45a094df02a206a39ff4

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https://talgagroup.eu-central-1.linodeobjects.com/app/uploads/2023/01/11084551/20230111LetterOfIntentVerkor_ASX.pdf

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11/25/21

https://www.talgagroup.com/irm/showdownloaddoc.aspx?AnnounceGuid=781af656-7abe-4cc2-ab96-56a9bbe773d5&TE

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Battery anode company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to
announce it has signed a Memorandum of Understanding (“MOU”) regarding supply of Talga’s
Swedish active anode materials (Talnode®) for FREYR’s battery cell production under development
in Norway.
Background
Talga and FREYR are committed to jointly test and potentially develop large scale, sustainable and
competitive solutions to help accelerate the development of local Nordic supply chains for
production of clean, low-cost batteries.
Agreement and Term
Under the MOU, Talga and FREYR will work towards the commercial supply of Talga's Talnode®
range of anode materials for FREYR’s planned operations, including customer qualification plant,
5-11 GWh production ramp up and subsequent 32 GWh Giga-factory. The parties intend discussing
binding long term supply agreements as well as other business models, including licensing of Talga
anode technologies or Joint Ventures.
The agreement also includes studies into potential operational synergies such as Talga co-locating
operations within FREYR’s production facilities for the scale-up of new anode materials and
technologies at industrial level for battery manufacturing.
The MOU is non-binding and for a term of 2 years, in which the intent is to execute formally binding
agreements as required. The agreement may be terminated by either party on 30 days' notice.
Commenting on the agreement, Talga Managing Director Mark Thompson said: “We are very
pleased to be working with FREYR to explore the use of our world-leading graphite and silicon
anode materials and technology in their sustainable, high-performance battery cells. Additionally,
we are pleased to discuss potential synergies towards strengthening our respective strategic
positions in the global electric vehicle battery supply chain."
Tom Einar Jensen, CEO of FREYR, commented: “Developing a local supply of battery materials
made with renewable energy under strong ethical and governance frameworks is a key element of
FREYR’s strategy. By combining next-generation cell design and production technology with
Norway’s low-cost renewable energy, and by unlocking sustainable localized supply chains enabled
by companies such as Talga, FREYR is moving closer to realizing our ambition of producing large
volumes of low-cost battery cells with one of the lowest carbon contents in the world.”
Authorised for release by the Board of Directors of Talga Group Ltd.
For further information please contact:
Mark Thompson Nikki Löf
Managing Director Group Communications Manager
Talga Group Ltd Talga Group Ltd
T: +61 (0) 8 9481 6667 T: +61 (0) 8 9481 6667
FREYR and Talga sign MOU for
supply of battery anode materials
About FREYR AS
FREYR plans to develop up to 43 GWh of battery cell production capacity by 2025 to position the
Company as one of Europe’s largest battery cell suppliers. The facilities will be located in the Mo i
Rana industrial complex in Northern Norway, leveraging Norway’s highly skilled workforce and
abundant, low-cost renewable energy sources from hydro and wind in a crisp, clear and energized
environment. FREYR will supply safe, high energy density and cost-competitive clean battery cells
to the rapidly growing global markets for electric vehicles, energy storage, and marine applications.
FREYR is committed to supporting cluster-based R&D initiatives and the development of an
international ecosystem of scientific, commercial, and financial stakeholders to support the
expansion of the battery value chain in our region.
For more information, please visit www.freyrbattery.com
About Talga
Talga Group Ltd (ASX:TLG) is building a vertically integrated, European based operation to
produce ultra-low emission graphite anode for local battery manufacturers and automotive OEMs.
In addition to shortening supply chains and offering secure local supply, Talga’s green anode
products can help achieve the de-carbonisation objectives of both European manufacturers and
regulators.
In November 2020, Talga signed a Letter of Intent with LKAB and Mitsui (ASX:TLG 2 November
2020) to explore joint development opportunities for the Company’s Vittangi Anode Project planned
to produce 19,000 tonnes per year of battery anode, equivalent to ~19GWh of battery capacity,
commencing 2023 (ASX:TLG 23 May 2019). In December 2020, Talga announced the positive
outcomes from its Niska Scoping Study (ASX:TLG 7 December 2020) outlining the Company’s
2025-2026 expansion plans towards total 104,000 tonne per year anode production.
As part of this on-going project development Talga is engaging directly with lithium-ion battery
manufacturers and automotive OEMs, whereby the Company's graphite and silicon anode
products (Talnode®) are undergoing qualification for a range of Automotive, 3C (Computers, Cell
Phones, Consumer Electronics) and ESS (Energy Storage Systems) applications.
Commercial customer samples are produced across Talga's existing demonstration and pilot
facilities, and with toll partners in Europe and Japan. Construction of a Talga Electric Vehicle Anode
qualification plant in northern Sweden to produce larger scale commercial active anode samples
for EV batteries is underway with initial sample output targeted for Q1 2022 (ASX:TLG 19 April
2021).
Company website: www.talgagroup.com

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https://www.talgagroup.com/irm/PDF/8402f682-5f52-4352-affb-bf811bed692c/TalgaPresentationatBenchmarkEVFest2021

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Talga presentation at Pareto Battery Metals & Mining Conference
https://www.talgagroup.com/irm/PDF/3b4f193f-4108-4aa7-b81f-52a43bfe8952/TalgapresentationatParetoBatteryMetalsampMiningConference

New Podcast with Mark Thompson https://podcasts.google.com/feed/aHR0cHM6Ly9yc3Mud2hvb3Noa2FhLmNvbS9yc3MvcG9kY2FzdC9pZC85MDMx/episode/MmMxZDc2MzYtYTlhZC00ZDJkLTk0M2QtMjcxYThlMzQxODQ5?sa=X&ved=0CAYQkfYCahcKEwiwtt3W593uAhUAAAAAHQAAAAAQAQ

https://graphene-flagship.eu/graphene/news/talga-s-graphene-coated-ships-sail-safer-and-last-longer/

We're hiring for European operations!
We’re hiring for Europe operations. Join us to build Europe’s best battery anode and technology projects. $TLG https://t.co/lBUOBFwMLh— Mark Thompson (@dinosaurman1) January 27, 2021

https://themarketherald.com.au/talga-group-asxtlg-increases-spp-to-30m-after-heavy-demand-2021-01-21/

Good choice man, I believe we have a very bright future

Bought some today!

Appreciate all your DD

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https://stockhead.com.au/resources/anode-play-talga-has-timed-the-battery-boom-to-perfection/

New David Quan video

Investor presentation for A$25million capital raise https://www.talgagroup.com/irm/PDF/0723d56b-e127-4b68-abb4-c69982851227/Investorpresentation

Talga launches fully underwritten A$25M placement https://www.talgagroup.com/irm/PDF/7aa7e9d5-8319-473b-b6b4-c00f36c1a741/TalgalaunchesfullyunderwrittenA25Mplacement

Benchmark Minerals week 2020, Sai Shivareddy presentation https://www.pscp.tv/w/1vOxwEznllNGB

Benchmark Minerals Week 2020, Mark Thompson presentation https://www.pscp.tv/w/1djGXqzXLQNJZ

Interesting tweet from Mark Thompson

Toyota has been working on these SS batteries for long long time, so hope can finally become commercial soon/could be the year. https://t.co/I69IDNjdfb— Mark Thompson (@dinosaurman1) December 10, 2020

https://www.power-technology.com/news/company-news/talga-abb-graphite-anode-mine-factory-battery-integrated-production-line/

Niska scoping study! https://www.talgagroup.com/irm/PDF/d629af4a-f676-4744-ace5-9429e79309be/NiskaStudySupportsGloballySignificantAnodeProject

Fastmarkets article https://www.fastmarkets.com/article/3963814/abb-talga-sign-agreement-for-swedish-battery-anode-project

ABB an Talga sign agreement for Battery anode project https://www.talgagroup.com/irm/PDF/ed076a96-ae07-4d22-a59d-63c363a06906/ABBandTalgaSignAgreementforBatteryAnodeProject

Great battery supply interview by Hyperchange

Morgan Stanley appointed financial and transaction advisor, is a proper U.S. listing in the works? https://www.talgagroup.com/irm/PDF/63d37915-1961-4b84-a3fc-b2b7501e6385/MorganStanleyAppointedFinancialampTransactionAdvisor

Solid, this is one horse I'm betting on to win the race!

Finally trading again....$1.35

I just looked, what's going on with Zen? Its been on my watch list and I haven't been watching but wow! The price is running up!

No doubt..... ZENYF....did you see that today ? Wow....that's where this is headed

No idea were the price is headed but I think its undervalued and could easily make me a millionaire in 3 to 5 years from this current price, seems to be a solid company and moving forward constantly, go Talga!

Wow you did really good with that average, I'm averaged at around.495....been buying steady since 2018....wish I bought more at your average.

Hey! Just providing a source of information, I know a lot read and dont post, which is fine!

Why hasn't no one else found this gem ? You've been talking to yourself for months now. Hope your in deep ! I wish I would've bought a ton more. How high can she go ?

Average .1682....

Love this stock.....in .18. Out ?. Got this and ZENYF....moving in identical l directions.

Talga in the UK! https://stockhead.com.au/resources/talga-resources-anode-feasibility-studies-backed-by-uk-government/

Cant stop! Wont stop! https://www.graphene-info.com/talga-resources-receives-government-grant-anode-refinery-feasibility-study

https://im-mining.com/2020/11/02/lkab-mitsui-on-board-with-talgas-graphite-anode-journey-in-northern-sweden/

Talga's official news release on LKAB https://www.talgagroup.com/irm/PDF/6cc56c3d-b6a7-4b72-ab32-932c75978e2b/StateownedgiantLKABJoinsMitsuiinTalgaAnodeProject

LKAB joins the team https://themarketherald.com.au/talga-resources-asxtlg-strikes-potential-deal-with-swedish-mining-giant-2020-11-02/

More good news https://www.lkab.com/en/news-room/press-releases/talga-mitsui-and-lkab-confirm-intent-for-joint-development-of-the-vittangi-graphite-mine-and-battery-anode-production/?aid=16447

U.S. patent in Talga's quarterly report
https://www.talgagroup.com/irm/PDF/b60e11d3-21a3-49af-b4e8-9ce39c1c92f5/QuarterlyActivitiesandCashflowReport30September2020

Another reason that supports the Green Talga Battery Anode mission! https://www.euractiv.com/section/energy-environment/news/eu-to-push-new-standards-for-greenest-car-batteries-on-earth/

Talga is way undervalued! https://seekingalpha.com/article/4379353-talga-resources-vertically-integrated-and-extremely-undervalued

Mark Thompson CSIRO presentation https://webcast.csiro.au/#/webcasts/sustainable-anode-feeding-the-green-beast