Talga Resources // Natural Anode Dominance in Europe

There is strong interest in Talga's Talnode-C product, which is 300% oversubscribed. Talga also has environmentally friendly processing techniques, high yield rates, cheap electricity that's also low CO2, access to road/rail/ship infrastructure. They have a strong engineering and research backbone.

Finally I discuss whether I would invest and whether I would invest in Talga or Novonix.

Talga is a penny stock on the Australian Stock Exchange (ASX) with the ticker TLG, ASX:TLG in Google search, and TLGRF on Ameritrade.

*Timstamps*
0:00 Introduction
0:54 Talnode-C
1:57 Anode Lab to Market
3:01 Scaling to Parabolic
4:41 Agreements and Demand
7:30 Mining & Vertical Integration
13:49 Geography and Strategy
18:37 Three Success Criteria
19:30 Would I invest?

#Talga

Intro Music by Dyalla: Homer Said

[thelimitingfactor]

3) Related video from me:

Tickers:
TLG
TLGRF
ASX:TLG

[trevormcburney]

Hi Jordan. I watched this when you made it and just rewatched it again. It has aged well! Just after that I became a Patreon of yours and also bought into Talga and Novonix. No regrets there. This video was pure gold on the day it was released. With Talga's announcement yesterday of their first actual anode production I think this is the perfect time for an update.

[nickidk]

Your videos are 100% quality. Worth the 2 weeks wait time :D
All questions I had during video was answered at the end! Looking forward to watching your next video on comparison on natural vs synthetic anode!

[TheMoneyMind]

Great analysis. Check out Nouveau Monde Graphite as well, they will have production volume of 100k tonnes of graphite (5x Talga), and are fully vertically integrated with battery anode material sales starting next year through their Olin partnership.

[retrofuturestyle]

Blown away by this channel, I was just studying Talga's business model this entire week and felt very overwhelmed until I found your video!!

[orion]

Youre one of the new classes of analysts. 1000x wallstreet on your worst day.

[matthewdunstone]

If you declare your interest, there is no issue in holding shares. This is YouTube, not a peer reviewed science experiment. I love your content, especially investment leads. Thank you so much.

[jeffnewcomb]

Nouveau Monde Graphite in Canada is the North American equivalent to Talga. They're fully permitted, have sent out reference samples, and will go on line with production in Q4 2021. Weird how that timeline is the same as a very large battery factory will come online in the US...

[larryteslaspacexboringlawr]

i look forward to re-watching as many times as needed until i learn everything

[printwebb]

A note regarding customer testing and the lengthy process:

A team based at Stanford University, collaborating with researchers at MIT and the Toyota Research Institute, has developed an approach based on artificial intelligence (AI) and machine learning (ML) that cuts testing times by up to 98%. They were able to rapidly identify high-cycle-life charging protocols among 224 candidates in 16 days. In contrast, an exhaustive search without early prediction would have taken over 500 days.

The full results of this research can’t be summarized by a few numbers, words, or metrics, but they are available in their detailed paper “Closed-loop optimization of fast-charging protocols for batteries with machine learning, ” published in Nature

[no_more_free_nicks]

Very good video, now I have much better understanding of what will be the development in this area in Europe. Now I need to figure out what graphite really does in the anode.

[magnamic]

Watching your videos over and over, in the background, while working is incredible for the mind. A quick glance at the chart/graph then listen, chart/graph changes, glances over again, listen while you work. Just incredibly well done, well paced breakdowns.

P.S. Ever thought of doing more collaborations? I’m thinking Tesla Daily would be great before or after Battery Day.

[priyangakaru]

Great summary on Talga! Also been a long-time follower of TLG
IMHO, their revised plans to go straight to Stage 2 is a sign that funding is a done deal. Setting up an electric vehicle anode sample facility capable of producing 100-200 tonnes per annum of pre-production Talnode-C samples is another sign of the up-coming demand.

[kstaxman]

As always an extremely well done video. You produce some of the best video content that is available. Thanks for your hard work and dedication.

[sajidchaudhery]

Amazing work! Love your research and in-depth analysis. Can you please do a video on Renascor Resources, ASX ticker RNU? Second largest graphite mine in the world, largest outside of Africa. They also use a HF free process and plan to downstream their Graphite to PSG in Australia. They recently have had some recent parabolic growth which not much new information; however, given they have recently signed two MOU’s with globally recognised anode manufacturers and recently joining the European Raw materials alliance and European battery alliance would love to have an analysis on them for potential further growth.

[theriwen]

Glory to Sverige!!! I wish Talga and your channel much success. Also as always great video, you make it very easy to understand will not oversimplifying the information.

[Sekir]

I noticed your channel a couple weeks ago and I feel lucky! These videos are great! Keep up the good work!

[mayokunolutogun]

Wow, I’m impressed by the quality of your analysis. Great work!

[Patriotsounds]

Dude... I know I am some random person online... and I feel the same about you... but I feel like your analysis is going to change my life. If it does, I promise to thank you in some way. Great video

[WardenClyff]

Such a great channel. You always make such a great overview with highly researched topics