View Future GrowthTalga Group 過去の業績過去 基準チェック /06Talga Groupの収益は年間平均-0.4%の割合で減少していますが、 Metals and Mining業界の収益は年間 増加しています。収益は年間14.5% 17%割合で 増加しています。主要情報-0.39%収益成長率7.77%EPS成長率Metals and Mining 業界の成長22.33%収益成長率17.01%株主資本利益率-52.95%ネット・マージン-16,653.26%前回の決算情報31 Dec 2025最近の業績更新Reported Earnings • Mar 14First half 2026 earnings released: AU$0.025 loss per share (vs AU$0.007 loss in 1H 2025)First half 2026 results: AU$0.025 loss per share (further deteriorated from AU$0.007 loss in 1H 2025). Net loss: AU$11.6m (loss widened 279% from 1H 2025). Revenue is forecast to grow 80% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 01Full year 2025 earnings released: AU$0.039 loss per share (vs AU$0.10 loss in FY 2024)Full year 2025 results: AU$0.039 loss per share (improved from AU$0.10 loss in FY 2024). Net loss: AU$16.7m (loss narrowed 56% from FY 2024). Revenue is forecast to grow 139% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 19First half 2025 earnings released: AU$0.007 loss per share (vs AU$0.05 loss in 1H 2024)First half 2025 results: AU$0.007 loss per share (improved from AU$0.05 loss in 1H 2024). Net loss: AU$3.07m (loss narrowed 83% from 1H 2024). Revenue is forecast to grow 149% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Reported Earnings • Sep 28Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: AU$0.10 loss per share (improved from AU$0.12 loss in FY 2023). Net loss: AU$38.3m (loss narrowed 12% from FY 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 70% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.Reported Earnings • Mar 17First half 2024 earnings released: AU$0.048 loss per share (vs AU$0.07 loss in 1H 2023)First half 2024 results: AU$0.048 loss per share (improved from AU$0.07 loss in 1H 2023). Net loss: AU$18.4m (loss narrowed 17% from 1H 2023). Revenue is forecast to grow 75% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 14% per year.Reported Earnings • Sep 30Full year 2023 earnings released: AU$0.12 loss per share (vs AU$0.12 loss in FY 2022)Full year 2023 results: AU$0.12 loss per share. Net loss: AU$43.4m (loss widened 18% from FY 2022). Revenue is forecast to grow 148% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Metals and Mining industry in Australia.すべての更新を表示Recent updatesNew Risk • Jul 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$152k revenue, or US$105k). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (AU$143.1m market cap, or US$99.3m).New Risk • Mar 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$135.4m (US$95.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$152k revenue, or US$107k). Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (AU$135.4m market cap, or US$95.4m).Reported Earnings • Mar 14First half 2026 earnings released: AU$0.025 loss per share (vs AU$0.007 loss in 1H 2025)First half 2026 results: AU$0.025 loss per share (further deteriorated from AU$0.007 loss in 1H 2025). Net loss: AU$11.6m (loss widened 279% from 1H 2025). Revenue is forecast to grow 80% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.New Risk • Jan 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$106k revenue, or US$74k). Minor Risk Shareholders have been diluted in the past year (19% increase in shares outstanding).お知らせ • Jan 28Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 7.272985 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 7.272985 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,738,987 Price\Range: AUD 0.41 Security Features: Attached OptionsBreakeven Date Change • Dec 11Forecast to breakeven in 2028The 2 analysts covering Talga Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$8.90m in 2028. Average annual earnings growth of 53% is required to achieve expected profit on schedule.お知らせ • Dec 10+ 1 more updateTalga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 14.500003 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 14.500003 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,365,860 Price\Range: AUD 0.41 Discount Per Security: AUD 0.0246 Security Features: Attached Options Transaction Features: Subsequent Direct ListingReported Earnings • Oct 01Full year 2025 earnings released: AU$0.039 loss per share (vs AU$0.10 loss in FY 2024)Full year 2025 results: AU$0.039 loss per share (improved from AU$0.10 loss in FY 2024). Net loss: AU$16.7m (loss narrowed 56% from FY 2024). Revenue is forecast to grow 139% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • Sep 25Talga Group Ltd, Annual General Meeting, Nov 20, 2025Talga Group Ltd, Annual General Meeting, Nov 20, 2025.お知らせ • Jul 10Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 10 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 24,632,272 Price\Range: AUD 0.4 Discount Per Security: AUD 0.02 Security Features: Attached Options Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 367,728 Price\Range: AUD 0.4 Discount Per Security: AUD 0.02 Security Features: Attached Options Transaction Features: Subsequent Direct ListingNew Risk • Jun 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Revenue is less than US$1m (AU$158k revenue, or US$103k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$37m net loss in 2 years). Shareholders have been diluted in the past year (20% increase in shares outstanding).Price Target Changed • Jun 13Price target decreased by 28% to AU$0.77Down from AU$1.07, the current price target is an average from 3 analysts. New target price is 67% above last closing price of AU$0.46. Stock is down 21% over the past year. The company is forecast to post a net loss per share of AU$0.077 next year compared to a net loss per share of AU$0.10 last year.お知らせ • May 21Talga Group Ltd has filed a Follow-on Equity Offering in the amount of AUD 10 million.Talga Group Ltd has filed a Follow-on Equity Offering in the amount of AUD 10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 24,669,875 Price\Range: AUD 0.4 Discount Per Security: AUD 0.02 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 330,125 Price\Range: AUD 0.4 Discount Per Security: AUD 0.02 Transaction Features: Subsequent Direct ListingNew Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$161.0m (US$97.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$32m free cash flow). Earnings are forecast to decline by an average of 5.8% per year for the foreseeable future. Revenue is less than US$1m (AU$158k revenue, or US$96k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$34m net loss in 2 years). Market cap is less than US$100m (AU$161.0m market cap, or US$97.3m).分析記事 • Apr 07We Think Talga Group (ASX:TLG) Needs To Drive Business Growth CarefullyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Reported Earnings • Mar 19First half 2025 earnings released: AU$0.007 loss per share (vs AU$0.05 loss in 1H 2024)First half 2025 results: AU$0.007 loss per share (improved from AU$0.05 loss in 1H 2024). Net loss: AU$3.07m (loss narrowed 83% from 1H 2024). Revenue is forecast to grow 149% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.New Risk • Mar 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$32m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$32m free cash flow). Earnings are forecast to decline by an average of 5.8% per year for the foreseeable future. Revenue is less than US$1m (AU$425k revenue, or US$269k). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$34m net loss in 2 years).Board Change • Nov 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Non-Executive Director Ola Rinnan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 01Consensus EPS estimates upgraded to AU$0.042 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -AU$0.063 to -AU$0.042 per share. Revenue forecast unchanged from AU$82.4m at last update. Metals and Mining industry in Australia expected to see average net income growth of 24% next year. Consensus price target down from AU$1.55 to AU$1.40. Share price rose 53% to AU$0.61 over the past week.New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Revenue is less than US$1m (AU$225k revenue, or US$148k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$38m net loss in 2 years). Shareholders have been diluted in the past year (19% increase in shares outstanding).New Risk • Oct 01New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$38m Forecast net loss in 2 years: AU$37m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$225k revenue, or US$156k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$37m net loss in 2 years). Shareholders have been diluted in the past year (19% increase in shares outstanding).Reported Earnings • Sep 28Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: AU$0.10 loss per share (improved from AU$0.12 loss in FY 2023). Net loss: AU$38.3m (loss narrowed 12% from FY 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 70% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 27Talga Group Ltd, Annual General Meeting, Nov 22, 2024Talga Group Ltd, Annual General Meeting, Nov 22, 2024.Breakeven Date Change • Sep 13Forecast breakeven date pushed back to 2027The 3 analysts covering Talga Group previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of AU$112.4m in 2027. Average annual earnings growth of 63% is required to achieve expected profit on schedule.New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$280k revenue, or US$185k). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (12% increase in shares outstanding).New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$153.9m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$280k revenue, or US$181k). Minor Risks Shareholders have been diluted in the past year (5.4% increase in shares outstanding). Market cap is less than US$100m (AU$153.9m market cap, or US$99.4m).お知らせ • Jul 31Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 9.5 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 9.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 25,000,000 Price\Range: AUD 0.38 Discount Per Security: AUD 0.019 Transaction Features: Subsequent Direct Listingお知らせ • Jul 02Talga AB Appoints Eva Nordmark as Chair of Board of Directors in SwedenTalga Group Ltd. announced the appointment of Eva Nordmark as Chair of the Talga AB Board of Directors in Sweden, effective 1 July 2024. This appointment coincides with the progress of Talga Group's Vittangi Anode Project, as it transitions from advanced pre-production to the next stages of execution and operation. Ms Nordmark, who joined the Talga AB board in December 2023, has previously served as the Swedish Minister of Employment and Gender Equality. Before assuming her role as a Minister in two consecutive cabinets, Ms Nordmark held the position of President of the Swedish Confederation of Professional Employees (TCO) and also served as a member of the Swedish Parliament. The Vittangi Anode Project's potential, supported by a recent mining study, shows scope for increased output from its initially planned 19,500tpa of battery anode to over 400,000tpa of natural graphite anode precursor. Talga's other Swedish projects include the Aero Lithium Project, where exploration is to be conducted in partnership with world-leading lithium producer Sociedad Quimica y Minera de Chile S.A. Graphite and lithium are considered strategic raw materials according to the new Critical Raw Materials Act, one of several favourable legislative developments supporting the EU's Green Deal objectives and the establishment of a European battery value chain. Talga AB's departing Chair is Per-Erik Lindvall, who joined the Board in 2021. Under Mr. Lindvall's leadership, Talga Group was granted environmental permits for both its Nunasvaara South graphite mine and Lulea Anode Refinery, and progressed front-end engineering for the Vittangi Anode Project.Price Target Changed • May 10Price target decreased by 9.7% to AU$2.02Down from AU$2.23, the current price target is an average from 3 analysts. New target price is 199% above last closing price of AU$0.68. Stock is down 53% over the past year. The company is forecast to post a net loss per share of AU$0.089 next year compared to a net loss per share of AU$0.12 last year.分析記事 • Apr 16Is Talga Group (ASX:TLG) In A Good Position To Deliver On Growth Plans?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Reported Earnings • Mar 17First half 2024 earnings released: AU$0.048 loss per share (vs AU$0.07 loss in 1H 2023)First half 2024 results: AU$0.048 loss per share (improved from AU$0.07 loss in 1H 2023). Net loss: AU$18.4m (loss narrowed 17% from 1H 2023). Revenue is forecast to grow 75% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Dec 22Talga Group Ltd Strengthens European LeadershipTalga Group Ltd. announced three new key appointments to bolster its Swedish board and European executive team. To support Talga's expanding IP portfolio and the growth of its in-house product and technology division, the Company has appointed Dr. Anna Motta, current Head of Talga Technologies and Advanced Materials, to the role of Group Chief Technology Officer commencing 1 January 2024. Dr Motta, a Ph.D. inorganic chemist with over 20 years' experience, has been instrumental in the development and commercialisation of Talga's battery materials. In addition to overseeing all research and product development, Dr. Motta will lead the Company's Quality Assurance and IP management programs. Dr. Motta is based out of Talga's Battery Centre of Excellence in Cambridge, UK. Talga also welcomes Per-Inge Kruse into the new role of Group Director of Business Development & Strategic Alliances. Mr. Kruse has over 20 years' experience in sales, business development andstrategic alliances across automotive industries. Previously, Mr. Kruse was the Executive Director - Sweden at international automotive design and development group FEV. Prior to that he led the creation and implementation of long term market strategies as Head of BD - Scandinavia at environmental and engineering consultancy Ricardo. Mr. Kruse is based out of Stockholm, Sweden. These organisational changes will strengthen the Company's leadership as it executes on the Vittangi Anode Project and solidifies its growth strategies across product and technology development, Intellectual Property management and commercial alliances.お知らせ • Nov 07Talga Group Ltd has filed a Follow-on Equity Offering in the amount of AUD 15 million.Talga Group Ltd has filed a Follow-on Equity Offering in the amount of AUD 15 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: AUD 1分析記事 • Oct 27Will Talga Group (ASX:TLG) Spend Its Cash Wisely?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • Oct 06Talga Group Ltd, Annual General Meeting, Nov 30, 2023Talga Group Ltd, Annual General Meeting, Nov 30, 2023.Reported Earnings • Sep 30Full year 2023 earnings released: AU$0.12 loss per share (vs AU$0.12 loss in FY 2022)Full year 2023 results: AU$0.12 loss per share. Net loss: AU$43.4m (loss widened 18% from FY 2022). Revenue is forecast to grow 148% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Metals and Mining industry in Australia.Breakeven Date Change • Jun 30Forecast to breakeven in 2026The 3 analysts covering Talga Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$109.9m in 2026. Average annual earnings growth of 53% is required to achieve expected profit on schedule.分析記事 • Mar 21Is Talga Group (ASX:TLG) In A Good Position To Invest In Growth?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Reported Earnings • Mar 17First half 2023 earnings released: AU$0.07 loss per share (vs AU$0.065 loss in 1H 2022)First half 2023 results: AU$0.07 loss per share (further deteriorated from AU$0.065 loss in 1H 2022). Net loss: AU$22.2m (loss widened 12% from 1H 2022). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 76% per year, which means it is well ahead of earnings.お知らせ • Dec 15Talga Group Ltd Provides Update on Commercialisation and Customer Qualification of Talnode®-SiTalga Group Ltd. provided an update on commercialisation and customer qualification of Talnode®-Si, the Company's proprietary silicon anode product for lithium-ion (Li-ion) batteries. Talnode®-Si is a composite of graphite, graphene and ~50% silicon designed to significantly boost battery energy capacity when blended into existing commercial graphite anode materials. Talga has been developing Talnode®-Si since 2018 at its facilities in Cambridge, UK, with commercial samples being produced at its pilot facility in Rudolstadt, Germany. Recent qualification and pilot trials completed with a global EV manufacturer confirmed Talnode®-Si performance under commercial cell manufacturing conditions. Li-ion battery cells containing 9% Talnode®-Si, manufactured in battery tolling and in-house development facilities, boosted battery energy capacity by ~40%. Test results of first cycle efficiency and 500 cycle life to date exceed customer targets at this stage of development. Following positive customer tests and feedback, in accordance with its commercial strategy Talga is expanding its existing pilot line in Rudolstadt, Germany, to produce greater quantities of Talnode®-Si for commercial qualification. Commissioning of the expanded pilot line is to be completed in first quarter 2023. In parallel, the Company is conducting feasibility work towards accelerating commercial Talnode®-Si production options. Negotiations with leading global EV manufacturers regarding supply volumes has commenced and production site location selection in Europe is well underway. Background and Talnode®-Si Development: In theory, a pure silicon anode is capable of providing ~10x the capacity of standard graphite anode in a Li-ion battery. However, in practice silicon swells and cracks during charging, shortening battery life. Additionally the production cost is significantly higher than graphite due to more expensive materials and higher cost process technologies. Talga combines low-cost European sources of silicon with its highly engineered graphene and graphite materials to produce its `drop-in' silicon anode additive product Talnode®-Si. The proprietary production process and graphene technology helps reduce silicon expansion during charging, and the approach offers large scale industrial production potential and lower costs compared to other known silicon anode technologies. Tests by a global Tier-1 EV manufacturer of unblended Talnode®-Si has demonstrated ~5x the energy capacity of graphite-only commercial anodes (1,800mAh/g versus 360mAh/g).Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Non-Executive Director Ola Rinnan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 02Talga Group Ltd Auditor Raises 'Going Concern' DoubtTalga Group Ltd filed its Annual on Sep 30, 2022 for the period ending Jun 30, 2022. In this report its auditor, Stantons International, gave an unqualified opinion expressing doubt that the company can continue as a going concern.Reported Earnings • Oct 01Full year 2022 earnings released: AU$0.12 loss per share (vs AU$0.071 loss in FY 2021)Full year 2022 results: AU$0.12 loss per share (further deteriorated from AU$0.071 loss in FY 2021). Net loss: AU$36.8m (loss widened 85% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.お知らせ • Sep 30Talga Group Ltd, Annual General Meeting, Nov 24, 2022Talga Group Ltd, Annual General Meeting, Nov 24, 2022.分析記事 • Sep 27We're Keeping An Eye On Talga Group's (ASX:TLG) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...お知らせ • Sep 20Talga Group Ltd Reports Drill Results from Exploration At the Vittangi Graphite Project in SwedenTalga Group Ltd. reported drill results from exploration at the Company's 100% owned Vittangi Graphite Project in Sweden. The assay results from the balance of 23 drill holes have now been received, showing further zones of high grade graphite ("Cg") mineralisation over substantial downhole widths. Maximum grades reach 50.3%Cg (at 43m, NIS22007) and the Niska Link zones, along with adjacent Niska South and North deposits, remain open at depth and along strike. The Company has commenced an update of the Vittangi graphite resource and this is expected to be complete in Fourth Quarter 2022. Vittangi resource growth strategy. Talga is building a vertically integrated operation to supply green natural graphite anode to Li-ion battery manufacturers and automotive OEM customers. The Company is operating Europe's first coated active anode plant to produce advanced large scale battery qualification samples for cell and auto manufacturers. Offtake discussions and financing is underway in preparation of commercial production commencing 2024. Exploration drilling is designed to continue building on what is Europe's large deposit of contained natural graphite, converting the Vittangi JORC exploration target and further increase Talga's graphite resources to support potential future expansions of anode production capacity for the electric vehicle battery market.お知らせ • Jul 06Talga Group Ltd Drilling Uncovers Niska Link GraphiteTalga Group Ltd. reported First drilling of 2km long 'Niska Link' target intersects wide and high grade graphite zones at Talga's 100% owned Vittangi graphite project in northern Sweden. Significant downhole intercepts include: 84m @ 20.2% Cg (from 15m) NIS22005 incl. 37m @ 29.6% Cg, 103m @ 17.9% Cg (from 55m) NIS22006 incl. 43m @ 20.2% Cg, 33m @ 21.9% Cg (from 66m) NIS22019 incl. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. 16m @ 35.6% Cg (to end of hole). Remaining results expected in August with an update of Vittangi graphite resource to follow and Exploration push on Tier-1 graphite asset driven by strong demand for Talga's European source of Li-ion batteries. report first drill results from recently completed exploration at the Company's 100% owned Vittangi Graphite Project in Sweden ("Vittangi" or "the Project"). The 36-hole drill program was the maiden test of a ~2km long target between the Niska South and Niska North deposits ("Niska Link') where Talga had defined geophysical conductors beneath shallow soil cover. Assay results of the first 13 drillholes at the Niska Link confirm high grade graphite ("Cg") mineralization over substantial downhole widths, with maximum values reaching 46% Cg (at 14.7m, NIS22008). Results of remaining drillholes are expected in August and following this, the Company will commence an update of the Vittangi graphite resource. Vittangi resource growth strategy: Talga is building a vertically integrated operation to supply green natural graphite anode products to Li-ion battery manufacturers and automotive OEM customers. By 2031, Europe is forecast to require ~1 million tonnes anode per annum (tpa), whilst global demand is projected to reach ~8 million tpa 1. In March 2022, the Company opened Europe's first coated active anode plant ("EVA") to produce large scale anode samples for advanced battery qualification processes. More than 20 battery manufacturers and automotive customers are engaged and receiving Talga's anode samples as part of offtake and financing processes in preparation for commercial production commencing 2024. The 2022 drilling campaigns are designed to continue testing the large Vittangi JORC exploration target and is expected to contribute towards a further increase of Talga's graphite resource scheduled for end of 2022. The resource revision aims to further define what is Europe's largest and highest-grade graphite mineral resource to support and optimise potential future anode production expansions.お知らせ • Jun 21Talga Group Ltd Announces Positive Permitting Progress for VittangiTalga Group Ltd. provided an update on the permitting of its 100% owned Vittangi graphite project in northern Sweden. Talga's environmental permit application is currently progressing through the standard permitting process with the Swedish Land and Environment Court in Umeå ("Court"). As announced on 21 April 2022, the Court has requested that public and stakeholder statements be submitted by 23 June 2022. To date, the Court has received submissions from most key stakeholders. Importantly, the regional government authority Norrbotten County Administrative Board ("CAB") stated in its submission that closure risks, as well as impacts on reindeer herding and water quality could be successfully managed, and that the Project's environmental permit could be approved with appropriate conditions. In addition, the CAB stated that a Natura 2000 permit can be granted for the Project. Further, the Swedish Environmental Protection Agency and the Swedish Agency for Marine and Water Management have advised that, following prior consultations throughout the process, they will not be making further submissions. The Swedish Transport Administration has stated that their earlier information requests have been appropriately responded to.分析記事 • Jun 01Here's Why We're Watching Talga Group's (ASX:TLG) Cash Burn SituationThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...お知らせ • May 31Talga Group Ltd Commences Graphite Trial Mine At NiskaTalga Group Ltd. announced commencement of the final phase of trial mining at the Vittangi Graphite Project in northern Sweden. Following a successful first phase trial mine in Fourth Quarter 2021, the Company will now extract the balance of the permitted 25,000 tonnes of graphite ore from Talga's Niska South deposit starting early next month. The trial mine will operate under the existing permit issued by the Environmental Review Commission within the Norrbotten County Administration Board. The raw material extracted from the trial mine will provide feed for large scale battery anode sample production, including at Talga's recently commissioned Electric Vehicle Anode plant in Luleå,Sweden. The EVA plant is producing Talnode®-C anode for ongoing EV Li-ion battery qualification and customer procurement processes. The first phase of trial mining was completed safely and on schedule in Fourth Quarter 2021. The excavation confirmed the shallow and high grade nature of the Niska South graphite deposit. The similarities with the Nunasvaara deposits, over 1-3km to the south, demonstrates the consistency of this world-class graphite supply and its large-scale potential for sustainable battery manufacturing within Europe.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Non-Executive Director Ola Rinnan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 14Talga Group Ltd Announces New Drill Program Commences at Vittangi Graphite Project in Northern SwedenTalga Group Ltd. announced that a new drill program has commenced at the Company's Vittangi Graphite Project in northern Sweden. The new program builds on the results from the latest SkyTEM survey and successful 2021 Vittangi drilling. The 30-hole diamond drillhole program will test the electromagnetic ("EM") conductors and JORC exploration targets linking the Company's Niska South and Niska North resources. A revision of Talga's Vittangi graphite resources, based on the completed 2021 Vittangi drill program, is already underway and planned for completion in late Second Quarter 2022. The new drill program is expected to be completed in May 2022, after which Talga will further revise its graphite resources towards the end of 2022. The resource revisions aim to expand what is currently Europe's largest and highest-grade defined graphite mineral resource to support and optimise future anode production expansions.お知らせ • Apr 01Talga Group Ltd Announces Europe's First Li-Ion Battery Anode Plant CommissionedTalga Group Ltd. announced the successful commissioning of its Electric Vehicle Anode qualification plant in Luleå, Sweden. The EVA, understood to be Europe's first Li-ion battery anode plant, will produce large scale commercial samples of Talga's coated active anode material for battery customer qualification. The now operational plant was commissioned on time and within budget. Plant production stages includes shaping and coating to produce Talga's flagship Li-ion battery anode, Talnode®-C. The anode production process will use purified graphite concentrate from Talga's wholly- owned Vittangi graphite project, in line with the Company's vertically integrated business model. The plant will be officially launched at an event on 1 April 2022 attended by customers, government officials and local stakeholders. A community open day will be held on 2 April 2022. Large scale commercial testing is a critical stage in the EV customer procurement process for active anode material. The EVA plant represents an integral step in scaling up Talga's vertically integrated mine-to-anode business and provides the Company with a unique advantage in the fast-growing European Li-ion battery supply chain.お知らせ • Mar 04Talga Group Ltd Announces Drill Results to Upgrade Europe's Large Graphite ResourceTalga Group Ltd. reported the final suite of results from its 2021 drill program at the Company's Vittangi Graphite Project in northern Sweden. Talga is building a vertically integrated operation to supply green natural graphite anode products to Li-ion battery manufacturers and automotive OEM customers. By 2031, Europe is forecast to require 1 million tonnes anode per annum (tpa), whilst global demand is projected to reach >8.3 million tpa1. The Company's anode products are being trialled by more than 40 customers whose capacity roadmaps underscore the enormity of demand, globally and in Europe. As a result Talga is expanding its graphite mineral resources and in 2021 completed a 56-hole drill program at Vittangi. Final drill assay results have now been received, returning significant graphite grades, confirming a new deposit at Nunasvaara East and extending the Niska South deposit. A revision of the Vittangi JORC Mineral Resource has now commenced. Drill results: The 2021 drill program at Vittangi consisted of 56 diamond drillholes for 6,790 meters and targeted optimisation of existing mine developments, upgrading of resources, and conversion of exploration targets to support Talga's customer driven expansion plans. The drillholes successfully intersected targeted graphite units with assay results returning significant grades of graphite consistent with those previously reported from the program. Drilling at Nunasvaara East tested a 400m zone of the strong EM conductor previously thought to consist of discontinuous blocks. However, assay results show wide, high-grade graphite intercepts with excellent continuity, confirming Nunasvaara East to be a new graphite deposit that remains open along strike and at depth. Due to its location adjacent to the planned mill and concentrator, Nunasvaara East has high potential to favourably impact future development options. Although drill testing is at an early stage, the deposit will be included in near-term resource revisions. Future drilling will test if the newly identified deposit extends west to join up with the nearby Nunasvaara North resource or is a standalone deposit. Drillholes at Niska South successfully intercepted targeted depth and strike extensions forming part of Talga's JORC Exploration Targets. The mineralisation at all of the Vittangi graphite deposits; Niska South, Niska North, Nunasvaara East, Nunasvaara South and Nunasvaara. Next steps: A revision of Talga's Vittangi graphite resources is now underway to support and optimize future expansion plans. This Mineral Resource upgrade is planned for completion in late Second Quarter 2022 and aims to expand what is currently Europe's large JORC or NI43-101 defined graphite mineral resource. Information received from completed geotechnical and water bore drilling will be compiled and used to optimise aspects of the Nunasvaara South DFS mining plan over the first few years of operation. Building on the latest drill results and SkyTEM survey a new 26 hole drill program will commence at Vittangi in coming weeks. The new program will test the JORC exploration target linking the Niska South and Niska North resources, with a view to revise resources further in the second half of 2022.お知らせ • Feb 25Talga Group Ltd Announces the Maiden Production of its Li-Ion Battery Anode During Commissioning of its Eva Qualification Plant in Luleå, SwedenTalga Group Ltd. announced the maiden production of its Li-ion battery anode during commissioning of its EVA qualification plant in Luleå, Sweden. The EVA facility is understood to be Europe's first Li-ion battery anode plant. The maiden production of Talnode®-C, as part of kiln commissioning, represents a significant step for Talga and the emerging green European battery industry. Talnode®-C has the lowest CO2-eq profile in the world for coated anode. Following the completion of plant commissioning, Talnode®-C will be shipped to battery cell makers to undergo next stage commercial testing. To date, Talga has received engagements from 23 battery manufacturers and major automotive OEMs for Talnode®-C produced at the EVA plant. Large scale commercial testing is a critical stage in the EV customer procurement process for active anode material to enable qualification and long-term purchase contracts to be executed. The EVA plant is integral to the scale up of Talga's vertically integrated mine-to-anode business and provides the Company with a unique advantage in the fast-growing European Li-ion battery supply chain. The EVA plant will utilise the Company's proprietary production process, including Talga's own coating system developed through prior validation processes with automotive OEM customers, to produceTalnode®-C at larger quantities requested by battery cell manufacturers. The large-scale samples are being committed at prices above DFS pricing projections as part of tailored customer testing programs already underway. Receipts from the sale of large-scale samples under these customer testing programs are not expected to be material at this stage.分析記事 • Feb 02Talga Group (ASX:TLG) Is In A Good Position To Deliver On Growth PlansJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...お知らせ • Nov 24+ 1 more updateTalga Group Ltd Provides Update on Progress of Electric Vehicle Anode Qualification Plant Under Construction in SwedenTalga Group Ltd. provided an update on the progress of its Electric Vehicle Anode qualification plant under construction in Sweden. The wholly owned EVA plant is being constructed within the metals research institute Swerim in Luleå, Sweden and will produce Talga's Li-ion battery anode material, Talnode-C, for large scale customer qualification trials. The EVA is understood to be the first Li-ion battery anode production plant in Europe. On-site construction activities are now well underway with structural and electrical works largely completed, and mechanical construction progressing well. The EVA integrated laboratory and production quality control modules are being assembled and installation of major anode shaping and coating equipment has commenced following milestone installation of the coating pyrolysis kiln. International shipping delays have affected some equipment delivery dates, however the Company does not expect this to impact its commissioning and production timeline. Installation of the various mechanical, chemical and electrical work packages is on track to be ready for cold commissioning to commence next month with full commissioning of the EVA in First Quarter 2022 as planned.分析記事 • Oct 18We Think Talga Group (ASX:TLG) Can Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...お知らせ • Sep 24Talga Group Ltd Commences Trial Mining At Its 100% Owned Vittangi Graphite Project in North SwedenTalga Group Ltd. announce it has commenced trial mining at its 100% owned Vittangi graphite project in north Sweden. The 2021 trial mining campaign is extracting an approximate 2,500-tonne sample of natural graphite, an EU defined 'critical mineral', from the Niska South deposit of Vittangi. The raw ore will be processed and refined into the Company's Li-ion battery anode product Talnode®-C, for large scale qualification trials in EV batteries. Site works include the installation of environmental monitoring systems, such as dust sampling and water treatment equipment, and fencing as well as roadworks and overburden removal with stockpiling of topsoil for rehabilitation of the 100m x 100m site at the end of the 2021 Campaign. Initial trial mine excavation revealed the target graphite mineralisation commences at shallower depth than expected, beneath only 0.5-3 metres of soil and till cover as opposed to 4-5 metres originally estimated. Visually the Niska South mineralisation is consistent with that of the high-grade graphite core in underlying diamond drillholes completed by Talga in 2019, and the Nunasvaara North/South JORC resources over 1-3km along strike to the south . Highlights of the 2019 drill results from Niska South included: 27.0m @ 22.6% Cg (from 12.0m) NUN19002, 30.2m @ 25.2% Cg (from 15.3m) NUN19003, 33.3m @ 26.3% Cg (from 25.0m) NUN19004, 29.1m @ 23.0% Cg (from 22.0m) NUN19005, 18.8m @ 27.2% Cg (from 37.7m) NUN19006, 21.2m @ 25.2% Cg (from 22.3m) NUN19007, 18.2m @ 25.4% Cg (from 10.0m) NUN19008. The anode product produced from this Campaign will be the first large-scale use of natural graphite from the Niska part of Vittangi since successful metallurgical testing of the drill core for the Niska Scoping Study (ASX:TLG 7 December 2020). The study considered stand- alone production of ~85,000tpa Talnode®-C anode and ~8,500tpa Talphene® graphene for silicon anodes to be added to existing plans for 19,500 tonnes anode per annum from Nunasvaara South.Reported Earnings • Sep 18Full year 2021 earnings released: AU$0.071 loss per share (vs AU$0.057 loss in FY 2020)Full year 2021 results: Net loss: AU$19.9m (loss widened 48% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 46% per year, which means it is well ahead of earnings.お知らせ • Jul 03Talga Group Ltd Announces the Completion of the Detailed Feasibility Study for Its Vittangi Anode Project in Northern SwedenTalga Group Ltd. announced the completion of the Detailed Feasibility Study for its Vittangi Anode Project in northern Sweden. The DFS results confirm the Project's exceptional potential to deliver Talga's flagship green graphite anode product Talnode®-C directly to lithium-ion battery customers via a vertically integrated Mine- to-Anode operation, producing 19,500 tonnes per annum from 100,000tpa of Vittangi graphite ore over 24 years life of mine. Internationally renowned engineering firm Worley (UK) was the lead consultant and responsible for the overall co-ordination of the Study. All key areas of the DFS were executed by Tier 1 engineering consultancies with support from Talga employees and local Swedish consultants. The Study was completed to a Level 3 (± 15% accuracy) classification in terms of capital and operating allowances, and applied the highest environmental standards. In comparison to the Pre-feasibility Study, the capital expenditure estimate has increased primarily due to the incorporation of USD 153 million additional anode production equipment and processes to satisfy updated battery requirements of Talga's Tier 1 automotive customers. USD 72 million additional infrastructure was also included to facilitate substantial growth opportunities identified in the positive Niska Scoping Study. Refer to page 25 of the DFS Summary for a breakdown of the estimated Project capital cost. The Board of Directors considers that the successful DFS provides a strong platform for Talga to secure project financing and development partners, complete customer agreements and commence construction as per the development schedule. Talga is engaging with potential project development partners, including Luossavaara-Kiirunavaraa Aktiebolag and Mitsui & Co. Europe Plc where due diligence is progressing under a Letter of Intent. The lithium-ion battery market is entering a period of unprecedented demand underpinned by sharply increased production of Electric Vehicles (EV) and steady growth in Energy Storage Systems (ESS) and Computer/Cell Phone/Consumer Electronic (3C) applications. Established lithium-ion technologies dominate planned battery capacity, and as these uses predominantly graphite anodes, there is a concurrent growth in demand for new graphite anode production. Benchmark Mineral Intelligence forecasts that over the next two decades, anode demand will grow an average of ~18% compound annual growth rate. The DFS was based on the updated Nunasvaara South Ore Reserve of 2.3 million tonnes (Mt) at 24.1% graphite (Cg) estimated by Golder UK. This is an increase of 17% more tonnes over the previous Ore Reserve and represents only ~12% of the global Vittangi JORC (2012) Mineral Resource Estimate (MRE) of 19.5Mt @ 24.0% Cg. The average LOM extraction of graphite ore, and subsequent processing and refining into Talnode®-C, is based solely on this Ore Reserve. The robust, high margin operation has a forecast revenue of USD 5,352 million over 24 years life of mine. Key project metrics include an estimated pre-tax Net Present Value (NPV) of USD 1,054 million at an 8% discount rate and a pre-tax Internal Rate of Return of 30% with a pay-back period of 2.5 years from commencement of concentrator commissioning. The Vittangi Anode Project price assumptions are referenced to an extensive industry price forecast and product investigation report commissioned from price reporting agency and market intelligence publisher for the Li-ion battery supply chain, Benchmark Mineral Intelligence. Considering Talnode®- C's performance characteristics and customer feedback, BMI assessed Talnode®-C to be a high end graphite anode, positioned between its High and Mid-range reference prices for Tier 1 EV anode. Refer to page 18 of the DFS Summary for Market Demand and Supply section. Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Talga continues to positively engage with authorities as permits progress through the approvals process, and is not aware of any impediment to the exploitation permit applications being granted. The Company is now finalising the environmental permit for the Luleå anode refinery site. During the course of the DFS, a scoping study was completed to evaluate the potential addition of ~85,000tpa Talnode®-C production from the adjacent Niska resources. This study identified significant commercial synergies to unify deposit development and production plans to maximise potential of the Vittangi project area. This will be subject to separate studies following further discussions with customers and project development partners.お知らせ • Jun 01Talga Group Ltd Announces Positive Conclusion of its Two Feasibility Studies into the Technical and Commercial Prospects of a Talga Anode Refinery in the UKTalga Group Ltd. announced the positive conclusion of its two feasibility studies ("the Studies") into the technical and commercial prospects of a Talga Anode Refinery in the UK. Talga is reviewing opportunities for strategic growth from the Company's Swedish operations in response to increasing customer demand and global Government electrification policies. The Company aims to identify suitable pathways for future geographical and product expansions to serve the existing and emerging needs of battery manufacturers and electric vehicle producers. 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. 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. Talga has submitted a summary of its findings to the Advanced Propulsion Centre (APC) and will now deepen engagement with a range of potential partners, stakeholders and government entities to consider the Studies' outcomes in the context of Talga's expansion planning. The Studies have been conducted in parallel and separate to the Company's Detailed Feasibility Study underway for Talga's Swedish Vittangi Anode Project.Reported Earnings • Mar 14First half 2021 earnings released: AU$0.034 loss per share (vs AU$0.035 loss in 1H 2020)First half 2021 results: Net loss: AU$8.79m (loss widened 13% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Mar 09Talga Group Ltd Provides an Update on the Commercial Scale Trials of its Talcoat® Graphene Additive for Marine CoatingsTalga Group Ltd. provided an update on the commercial scale trials of its Talcoat® graphene additive for marine coatings. The Talcoat®-enhanced primer coating was first applied to a 33,000t container ship late in 2019 in the world's large single application of graphene. The commercial scale trial was later extended to include a second similar sized container ship. On the first ship, Robin 1 (previously Algarrobo), visual inspection over 15 months service indicates the Talcoat® product is matching or exceeding commercial standard. Due to travel and access restrictions, including change in ownership of the two cargo ships, detailed physical testing of Robin 1 and review of the second ship coating is yet to be completed. Further testing is expected to commence when access is reinstated, meanwhile the sea trials of Talga's graphene coating on both ships continue during the ships' active service. The positive results and growing market interest has encouraged Talga to extend the range of its graphene Talcoat® products, which focus on replacing toxic chemicals and metals1 with more environmentally friendly carbon-based graphene. Talcoat® products now in various stages of development include large volume applications in anti-foul marine coatings, barrier coatings for packaging, anti-bacterial coatings for metals and plastics, and anti-corrosion coatings for large volume metal parts/fasteners. Updates across completed work in these application areas are to follow as development progresses.Is New 90 Day High Low • Mar 02New 90-day low: AU$1.35The company is down 27% from its price of AU$1.84 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 18% over the same period.お知らせ • Dec 18Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 25.000001 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 25.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,241,380 Price\Range: AUD 1.45 Discount Per Security: AUD 0.06525 Transaction Features: Subsequent Direct ListingRecent Insider Transactions Derivative • Nov 11Independent Non-Executive Director exercised options to buy AU$1.8m worth of stock.On the 10th of November, Stephen Lowe exercised options to buy 1.00m shares at a strike price of around AU$0.54, costing a total of AU$540k. This transaction amounted to 100% of their direct individual holding at the time of the trade. Since December 2019, Stephen has owned 1.00m shares directly. Company insiders have collectively bought AU$604k more than they sold, via options and on-market transactions, in the last 12 months.Is New 90 Day High Low • Nov 06New 90-day high: AU$1.35The company is up 167% from its price of AU$0.51 on 07 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 8.0% over the same period.お知らせ • Oct 19Talga Resources Ltd. Appoints Martin Phillips as Chief Executive Officer of its European OperationsTalga Resources Ltd. announced the appointment of Martin Phillips as the Chief Executive Officer of its European operations. The appointment of Mr. Phillips as CEO Europe follows it's significant progress in building an ultra-low emission anode supply chain in Europe for greener lithium-ion batteries. As CEO Europe, Mr. Phillips will focus on delivering on it's technical and commercial initiatives underway in Europe including partner development with Mitsui and other parties, as well as it's growing list of local European and global battery customer engagements. Prior to joining the company as Chief Operating Officer in 2016, Mr. Phillips was the former Commercial Manager of Iluka Resources Ltd, responsible for implementation of business growth and development strategies and M&A. His previous positions included engineering and management roles in battery recycling programs and smelting innovations at MIM's Mt Isa and UK operations. In addition to his role as CEO Europe Mr. Phillips will continue to oversee Talga's operations as the Company's COO. Mr. Phillips will remain based in Europe, dividing his time between the UK and Sweden, and reporting to the Talga Board.Is New 90 Day High Low • Oct 19New 90-day high: AU$0.91The company is up 69% from its price of AU$0.54 on 21 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is flat over the same period.Reported Earnings • Sep 30Full year earnings released - AU$0.057 loss per shareOver the last 12 months the company has reported total losses of AU$13.4m, with losses widening by 3.6% from the prior year.Is New 90 Day High Low • Sep 18New 90-day high: AU$0.76The company is up 71% from its price of AU$0.45 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period.お知らせ • Sep 17Talga Resources Limited Announce Significant Increases in Its Natural Graphite Mineral Resources Within Its Vittangi Graphite Project in Northern SwedenTalga Resources Limited announced significant increases in the Company's natural graphite mineral resources within its wholly-owned Vittangi Graphite Project in northern Sweden ("Vittangi"). Talga has completed a review of its four JORC (2012) compliant graphite mineral resources within Vittangi to standardise parameters for increased accuracy in upcoming feasibility studies and enable better mine planning, permitting and reporting. The review also identified significant new Exploration Targets to be tested along strike and at depth from current resources, providing potential for future additional resource growth. Highlights of results of the review include: Updated Nunasvaara South Mineral Resource Estimate defines 15% increase in total natural graphite resources at Vittangi, Vittangi graphite mineral resource now stands at 19.5 million tonnes at 24.0% graphite (based on a revised 10% cut-off grade across the project), Vittangi remains the world's highest grade natural graphite resource, set to play a significant role in battery anode production for the booming electric vehicle market, Talga's total graphite resource inventory in Sweden increases to 55.3 million tonnes at 17.5% graphite, representing the largest source of natural graphite defined in Europe, Additional growth Exploration Targets totalling 2646 million tonnes at 2030% graphite defined within Vittangi and set to be drill-tested for potential further increases in scale. Vittangi Mineral Resource Update: Talga is building an integrated graphite anode refinery in Europe using 100% renewable electricity to produce ultra-low emission coated anode for greener lithium-ion ("Li-ion") batteries. Production of Talga's flagship anode product, Talnode®-C, will use the unique high-grade natural flake graphite from the Company's wholly-owned Vittangi Graphite Project ("Vittangi"), near Kiruna in northern Sweden. To support the Company's development plans for Vittangi, including the upcoming Niska Scoping Study, Talga has completed a review of its JORC (2012) compliant mineral resources to standardise parameters across the project's four natural graphite deposits; Nunasvaara South, Nunasvaara North, Niska South and Niska North. This standardisation will increase accuracy in the feasibility studies and enable better mine planning and reporting towards permitting applications, development and future expansion. The review also identified significant new Exploration Targets along strike and at depth of the currently defined resources, providing additional potential resource growth at Vittangi in future. Mineral Resource Update and Overview: The Vittangi mineral resource review was completed by independent geological consultant Albert Thamm, utilising diamond drilling completed at the Nunasvaara graphite deposits in 2012, 2014 and 2016 and the Niska graphite deposits in 2019. Based on a revised 10% graphite ("Cg") lower cut-off grade across the entire project, the global Vittangi JORC (2012) mineral resource estimate ("MRE") now stands at 19.5 million tonnes ("Mt") at 24.0%Cg for 4.7Mt of contained graphite. This represents a 15% increase in total resource tonnes over previous Vittangi total MRE of 16.9Mt at 25.6% Cg. Exploration Targets: In light of the increasing market demand for graphite anode in electric vehicle batteries, Talga is reviewing growth opportunities across its Swedish natural graphite deposits. As part of this review the Company has identified significant Exploration Targets at Vittangi both along strike between the four known graphite resources and at depth immediately below them. As a result of this study two Exploration Targets have been defined. The total graphite Exploration Target tonnage range for the current along-strike and underground targets at Vittangi is 2646Mt based on an assumed in-situ bulk density of 2.65t/m3, at a grade range of 20-30% Cg.お知らせ • Aug 27Talga Resources Limited announced that it has received AUD 10.2 million in fundingOn August 26, 2020, Talga Resources Limited (ASX:TLG) closed the transaction. The company has issued 20,400,000 shares for gross proceeds of AUD 10,200,000 in the transaction.お知らせ • Aug 20Talga Resources Limited announced that it expects to receive AUD 10 million in fundingTalga Resources Limited (ASX:TLG) announced a private placement of 20,000,000 common shares at a price of AUD 0.50 per share for proceeds of AUD 10,000,000 on August 20, 2020. The transaction will include participation from institutional, sophisticated and professional investors. The transaction is expected to close on August 25, 2020.収支内訳Talga Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史ASX:TLG 収益、費用、利益 ( )AUD Millions日付収益収益G+A経費研究開発費31 Dec 250-259030 Sep 250-215030 Jun 250-170031 Mar 250-200031 Dec 240-230030 Sep 240-318030 Jun 240-3817031 Mar 240-3918031 Dec 230-4019030 Sep 230-4120030 Jun 230-4320031 Mar 230-4120031 Dec 220-3921030 Sep 220-3823030 Jun 220-3725031 Mar 220-3426031 Dec 210-3126030 Sep 210-2521030 Jun 210-2015031 Mar 210-1712031 Dec 200-1410030 Sep 200-1410030 Jun 200-139031 Mar 200-1410031 Dec 190-1510030 Sep 190-149030 Jun 190-139031 Mar 190-117031 Dec 180-106030 Sep 180-96030 Jun 180-86031 Mar 180-76031 Dec 170-75030 Sep 170-85030 Jun 170-94031 Mar 170-84031 Dec 160-74-130 Sep 160-74030 Jun 160-64031 Mar 160-75031 Dec 150-76130 Sep 150-760質の高い収益: TLGは現在利益が出ていません。利益率の向上: TLGは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TLGは利益が出ておらず、過去 5 年間で損失は年間0.4%の割合で増加しています。成長の加速: TLGの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: TLGは利益が出ていないため、過去 1 年間の収益成長をMetals and Mining業界 ( 59.9% ) と比較することは困難です。株主資本利益率高いROE: TLGは現在利益が出ていないため、自己資本利益率 ( -52.95% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 20:15終値2026/08/10 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Talga Group Ltd 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Regan BurrowsBell PotterLeo ArmatiBell PotterDim AriyasingheUBS Investment Bank1 その他のアナリストを表示
Reported Earnings • Mar 14First half 2026 earnings released: AU$0.025 loss per share (vs AU$0.007 loss in 1H 2025)First half 2026 results: AU$0.025 loss per share (further deteriorated from AU$0.007 loss in 1H 2025). Net loss: AU$11.6m (loss widened 279% from 1H 2025). Revenue is forecast to grow 80% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 01Full year 2025 earnings released: AU$0.039 loss per share (vs AU$0.10 loss in FY 2024)Full year 2025 results: AU$0.039 loss per share (improved from AU$0.10 loss in FY 2024). Net loss: AU$16.7m (loss narrowed 56% from FY 2024). Revenue is forecast to grow 139% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 19First half 2025 earnings released: AU$0.007 loss per share (vs AU$0.05 loss in 1H 2024)First half 2025 results: AU$0.007 loss per share (improved from AU$0.05 loss in 1H 2024). Net loss: AU$3.07m (loss narrowed 83% from 1H 2024). Revenue is forecast to grow 149% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Reported Earnings • Sep 28Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: AU$0.10 loss per share (improved from AU$0.12 loss in FY 2023). Net loss: AU$38.3m (loss narrowed 12% from FY 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 70% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Mar 17First half 2024 earnings released: AU$0.048 loss per share (vs AU$0.07 loss in 1H 2023)First half 2024 results: AU$0.048 loss per share (improved from AU$0.07 loss in 1H 2023). Net loss: AU$18.4m (loss narrowed 17% from 1H 2023). Revenue is forecast to grow 75% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 14% per year.
Reported Earnings • Sep 30Full year 2023 earnings released: AU$0.12 loss per share (vs AU$0.12 loss in FY 2022)Full year 2023 results: AU$0.12 loss per share. Net loss: AU$43.4m (loss widened 18% from FY 2022). Revenue is forecast to grow 148% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Metals and Mining industry in Australia.
New Risk • Jul 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$152k revenue, or US$105k). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (AU$143.1m market cap, or US$99.3m).
New Risk • Mar 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$135.4m (US$95.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$152k revenue, or US$107k). Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (AU$135.4m market cap, or US$95.4m).
Reported Earnings • Mar 14First half 2026 earnings released: AU$0.025 loss per share (vs AU$0.007 loss in 1H 2025)First half 2026 results: AU$0.025 loss per share (further deteriorated from AU$0.007 loss in 1H 2025). Net loss: AU$11.6m (loss widened 279% from 1H 2025). Revenue is forecast to grow 80% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.
New Risk • Jan 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$106k revenue, or US$74k). Minor Risk Shareholders have been diluted in the past year (19% increase in shares outstanding).
お知らせ • Jan 28Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 7.272985 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 7.272985 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,738,987 Price\Range: AUD 0.41 Security Features: Attached Options
Breakeven Date Change • Dec 11Forecast to breakeven in 2028The 2 analysts covering Talga Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$8.90m in 2028. Average annual earnings growth of 53% is required to achieve expected profit on schedule.
お知らせ • Dec 10+ 1 more updateTalga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 14.500003 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 14.500003 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 35,365,860 Price\Range: AUD 0.41 Discount Per Security: AUD 0.0246 Security Features: Attached Options Transaction Features: Subsequent Direct Listing
Reported Earnings • Oct 01Full year 2025 earnings released: AU$0.039 loss per share (vs AU$0.10 loss in FY 2024)Full year 2025 results: AU$0.039 loss per share (improved from AU$0.10 loss in FY 2024). Net loss: AU$16.7m (loss narrowed 56% from FY 2024). Revenue is forecast to grow 139% p.a. on average during the next 2 years, compared to a 6.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • Sep 25Talga Group Ltd, Annual General Meeting, Nov 20, 2025Talga Group Ltd, Annual General Meeting, Nov 20, 2025.
お知らせ • Jul 10Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 10 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 24,632,272 Price\Range: AUD 0.4 Discount Per Security: AUD 0.02 Security Features: Attached Options Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 367,728 Price\Range: AUD 0.4 Discount Per Security: AUD 0.02 Security Features: Attached Options Transaction Features: Subsequent Direct Listing
New Risk • Jun 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 20% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Revenue is less than US$1m (AU$158k revenue, or US$103k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$37m net loss in 2 years). Shareholders have been diluted in the past year (20% increase in shares outstanding).
Price Target Changed • Jun 13Price target decreased by 28% to AU$0.77Down from AU$1.07, the current price target is an average from 3 analysts. New target price is 67% above last closing price of AU$0.46. Stock is down 21% over the past year. The company is forecast to post a net loss per share of AU$0.077 next year compared to a net loss per share of AU$0.10 last year.
お知らせ • May 21Talga Group Ltd has filed a Follow-on Equity Offering in the amount of AUD 10 million.Talga Group Ltd has filed a Follow-on Equity Offering in the amount of AUD 10 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 24,669,875 Price\Range: AUD 0.4 Discount Per Security: AUD 0.02 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 330,125 Price\Range: AUD 0.4 Discount Per Security: AUD 0.02 Transaction Features: Subsequent Direct Listing
New Risk • Apr 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$161.0m (US$97.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$32m free cash flow). Earnings are forecast to decline by an average of 5.8% per year for the foreseeable future. Revenue is less than US$1m (AU$158k revenue, or US$96k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$34m net loss in 2 years). Market cap is less than US$100m (AU$161.0m market cap, or US$97.3m).
分析記事 • Apr 07We Think Talga Group (ASX:TLG) Needs To Drive Business Growth CarefullyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Reported Earnings • Mar 19First half 2025 earnings released: AU$0.007 loss per share (vs AU$0.05 loss in 1H 2024)First half 2025 results: AU$0.007 loss per share (improved from AU$0.05 loss in 1H 2024). Net loss: AU$3.07m (loss narrowed 83% from 1H 2024). Revenue is forecast to grow 149% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
New Risk • Mar 15New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$32m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$32m free cash flow). Earnings are forecast to decline by an average of 5.8% per year for the foreseeable future. Revenue is less than US$1m (AU$425k revenue, or US$269k). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$34m net loss in 2 years).
Board Change • Nov 28Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Non-Executive Director Ola Rinnan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 01Consensus EPS estimates upgraded to AU$0.042 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -AU$0.063 to -AU$0.042 per share. Revenue forecast unchanged from AU$82.4m at last update. Metals and Mining industry in Australia expected to see average net income growth of 24% next year. Consensus price target down from AU$1.55 to AU$1.40. Share price rose 53% to AU$0.61 over the past week.
New Risk • Oct 31New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Revenue is less than US$1m (AU$225k revenue, or US$148k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$38m net loss in 2 years). Shareholders have been diluted in the past year (19% increase in shares outstanding).
New Risk • Oct 01New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$38m Forecast net loss in 2 years: AU$37m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$225k revenue, or US$156k). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$37m net loss in 2 years). Shareholders have been diluted in the past year (19% increase in shares outstanding).
Reported Earnings • Sep 28Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: AU$0.10 loss per share (improved from AU$0.12 loss in FY 2023). Net loss: AU$38.3m (loss narrowed 12% from FY 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 2.6%. Revenue is forecast to grow 70% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 27Talga Group Ltd, Annual General Meeting, Nov 22, 2024Talga Group Ltd, Annual General Meeting, Nov 22, 2024.
Breakeven Date Change • Sep 13Forecast breakeven date pushed back to 2027The 3 analysts covering Talga Group previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of AU$112.4m in 2027. Average annual earnings growth of 63% is required to achieve expected profit on schedule.
New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$280k revenue, or US$185k). Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (12% increase in shares outstanding).
New Risk • Aug 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$153.9m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$280k revenue, or US$181k). Minor Risks Shareholders have been diluted in the past year (5.4% increase in shares outstanding). Market cap is less than US$100m (AU$153.9m market cap, or US$99.4m).
お知らせ • Jul 31Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 9.5 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 9.5 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 25,000,000 Price\Range: AUD 0.38 Discount Per Security: AUD 0.019 Transaction Features: Subsequent Direct Listing
お知らせ • Jul 02Talga AB Appoints Eva Nordmark as Chair of Board of Directors in SwedenTalga Group Ltd. announced the appointment of Eva Nordmark as Chair of the Talga AB Board of Directors in Sweden, effective 1 July 2024. This appointment coincides with the progress of Talga Group's Vittangi Anode Project, as it transitions from advanced pre-production to the next stages of execution and operation. Ms Nordmark, who joined the Talga AB board in December 2023, has previously served as the Swedish Minister of Employment and Gender Equality. Before assuming her role as a Minister in two consecutive cabinets, Ms Nordmark held the position of President of the Swedish Confederation of Professional Employees (TCO) and also served as a member of the Swedish Parliament. The Vittangi Anode Project's potential, supported by a recent mining study, shows scope for increased output from its initially planned 19,500tpa of battery anode to over 400,000tpa of natural graphite anode precursor. Talga's other Swedish projects include the Aero Lithium Project, where exploration is to be conducted in partnership with world-leading lithium producer Sociedad Quimica y Minera de Chile S.A. Graphite and lithium are considered strategic raw materials according to the new Critical Raw Materials Act, one of several favourable legislative developments supporting the EU's Green Deal objectives and the establishment of a European battery value chain. Talga AB's departing Chair is Per-Erik Lindvall, who joined the Board in 2021. Under Mr. Lindvall's leadership, Talga Group was granted environmental permits for both its Nunasvaara South graphite mine and Lulea Anode Refinery, and progressed front-end engineering for the Vittangi Anode Project.
Price Target Changed • May 10Price target decreased by 9.7% to AU$2.02Down from AU$2.23, the current price target is an average from 3 analysts. New target price is 199% above last closing price of AU$0.68. Stock is down 53% over the past year. The company is forecast to post a net loss per share of AU$0.089 next year compared to a net loss per share of AU$0.12 last year.
分析記事 • Apr 16Is Talga Group (ASX:TLG) In A Good Position To Deliver On Growth Plans?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Reported Earnings • Mar 17First half 2024 earnings released: AU$0.048 loss per share (vs AU$0.07 loss in 1H 2023)First half 2024 results: AU$0.048 loss per share (improved from AU$0.07 loss in 1H 2023). Net loss: AU$18.4m (loss narrowed 17% from 1H 2023). Revenue is forecast to grow 75% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Dec 22Talga Group Ltd Strengthens European LeadershipTalga Group Ltd. announced three new key appointments to bolster its Swedish board and European executive team. To support Talga's expanding IP portfolio and the growth of its in-house product and technology division, the Company has appointed Dr. Anna Motta, current Head of Talga Technologies and Advanced Materials, to the role of Group Chief Technology Officer commencing 1 January 2024. Dr Motta, a Ph.D. inorganic chemist with over 20 years' experience, has been instrumental in the development and commercialisation of Talga's battery materials. In addition to overseeing all research and product development, Dr. Motta will lead the Company's Quality Assurance and IP management programs. Dr. Motta is based out of Talga's Battery Centre of Excellence in Cambridge, UK. Talga also welcomes Per-Inge Kruse into the new role of Group Director of Business Development & Strategic Alliances. Mr. Kruse has over 20 years' experience in sales, business development andstrategic alliances across automotive industries. Previously, Mr. Kruse was the Executive Director - Sweden at international automotive design and development group FEV. Prior to that he led the creation and implementation of long term market strategies as Head of BD - Scandinavia at environmental and engineering consultancy Ricardo. Mr. Kruse is based out of Stockholm, Sweden. These organisational changes will strengthen the Company's leadership as it executes on the Vittangi Anode Project and solidifies its growth strategies across product and technology development, Intellectual Property management and commercial alliances.
お知らせ • Nov 07Talga Group Ltd has filed a Follow-on Equity Offering in the amount of AUD 15 million.Talga Group Ltd has filed a Follow-on Equity Offering in the amount of AUD 15 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 15,000,000 Price\Range: AUD 1
分析記事 • Oct 27Will Talga Group (ASX:TLG) Spend Its Cash Wisely?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • Oct 06Talga Group Ltd, Annual General Meeting, Nov 30, 2023Talga Group Ltd, Annual General Meeting, Nov 30, 2023.
Reported Earnings • Sep 30Full year 2023 earnings released: AU$0.12 loss per share (vs AU$0.12 loss in FY 2022)Full year 2023 results: AU$0.12 loss per share. Net loss: AU$43.4m (loss widened 18% from FY 2022). Revenue is forecast to grow 148% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Metals and Mining industry in Australia.
Breakeven Date Change • Jun 30Forecast to breakeven in 2026The 3 analysts covering Talga Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$109.9m in 2026. Average annual earnings growth of 53% is required to achieve expected profit on schedule.
分析記事 • Mar 21Is Talga Group (ASX:TLG) In A Good Position To Invest In Growth?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Reported Earnings • Mar 17First half 2023 earnings released: AU$0.07 loss per share (vs AU$0.065 loss in 1H 2022)First half 2023 results: AU$0.07 loss per share (further deteriorated from AU$0.065 loss in 1H 2022). Net loss: AU$22.2m (loss widened 12% from 1H 2022). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 76% per year, which means it is well ahead of earnings.
お知らせ • Dec 15Talga Group Ltd Provides Update on Commercialisation and Customer Qualification of Talnode®-SiTalga Group Ltd. provided an update on commercialisation and customer qualification of Talnode®-Si, the Company's proprietary silicon anode product for lithium-ion (Li-ion) batteries. Talnode®-Si is a composite of graphite, graphene and ~50% silicon designed to significantly boost battery energy capacity when blended into existing commercial graphite anode materials. Talga has been developing Talnode®-Si since 2018 at its facilities in Cambridge, UK, with commercial samples being produced at its pilot facility in Rudolstadt, Germany. Recent qualification and pilot trials completed with a global EV manufacturer confirmed Talnode®-Si performance under commercial cell manufacturing conditions. Li-ion battery cells containing 9% Talnode®-Si, manufactured in battery tolling and in-house development facilities, boosted battery energy capacity by ~40%. Test results of first cycle efficiency and 500 cycle life to date exceed customer targets at this stage of development. Following positive customer tests and feedback, in accordance with its commercial strategy Talga is expanding its existing pilot line in Rudolstadt, Germany, to produce greater quantities of Talnode®-Si for commercial qualification. Commissioning of the expanded pilot line is to be completed in first quarter 2023. In parallel, the Company is conducting feasibility work towards accelerating commercial Talnode®-Si production options. Negotiations with leading global EV manufacturers regarding supply volumes has commenced and production site location selection in Europe is well underway. Background and Talnode®-Si Development: In theory, a pure silicon anode is capable of providing ~10x the capacity of standard graphite anode in a Li-ion battery. However, in practice silicon swells and cracks during charging, shortening battery life. Additionally the production cost is significantly higher than graphite due to more expensive materials and higher cost process technologies. Talga combines low-cost European sources of silicon with its highly engineered graphene and graphite materials to produce its `drop-in' silicon anode additive product Talnode®-Si. The proprietary production process and graphene technology helps reduce silicon expansion during charging, and the approach offers large scale industrial production potential and lower costs compared to other known silicon anode technologies. Tests by a global Tier-1 EV manufacturer of unblended Talnode®-Si has demonstrated ~5x the energy capacity of graphite-only commercial anodes (1,800mAh/g versus 360mAh/g).
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Non-Executive Director Ola Rinnan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 02Talga Group Ltd Auditor Raises 'Going Concern' DoubtTalga Group Ltd filed its Annual on Sep 30, 2022 for the period ending Jun 30, 2022. In this report its auditor, Stantons International, gave an unqualified opinion expressing doubt that the company can continue as a going concern.
Reported Earnings • Oct 01Full year 2022 earnings released: AU$0.12 loss per share (vs AU$0.071 loss in FY 2021)Full year 2022 results: AU$0.12 loss per share (further deteriorated from AU$0.071 loss in FY 2021). Net loss: AU$36.8m (loss widened 85% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
お知らせ • Sep 30Talga Group Ltd, Annual General Meeting, Nov 24, 2022Talga Group Ltd, Annual General Meeting, Nov 24, 2022.
分析記事 • Sep 27We're Keeping An Eye On Talga Group's (ASX:TLG) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
お知らせ • Sep 20Talga Group Ltd Reports Drill Results from Exploration At the Vittangi Graphite Project in SwedenTalga Group Ltd. reported drill results from exploration at the Company's 100% owned Vittangi Graphite Project in Sweden. The assay results from the balance of 23 drill holes have now been received, showing further zones of high grade graphite ("Cg") mineralisation over substantial downhole widths. Maximum grades reach 50.3%Cg (at 43m, NIS22007) and the Niska Link zones, along with adjacent Niska South and North deposits, remain open at depth and along strike. The Company has commenced an update of the Vittangi graphite resource and this is expected to be complete in Fourth Quarter 2022. Vittangi resource growth strategy. Talga is building a vertically integrated operation to supply green natural graphite anode to Li-ion battery manufacturers and automotive OEM customers. The Company is operating Europe's first coated active anode plant to produce advanced large scale battery qualification samples for cell and auto manufacturers. Offtake discussions and financing is underway in preparation of commercial production commencing 2024. Exploration drilling is designed to continue building on what is Europe's large deposit of contained natural graphite, converting the Vittangi JORC exploration target and further increase Talga's graphite resources to support potential future expansions of anode production capacity for the electric vehicle battery market.
お知らせ • Jul 06Talga Group Ltd Drilling Uncovers Niska Link GraphiteTalga Group Ltd. reported First drilling of 2km long 'Niska Link' target intersects wide and high grade graphite zones at Talga's 100% owned Vittangi graphite project in northern Sweden. Significant downhole intercepts include: 84m @ 20.2% Cg (from 15m) NIS22005 incl. 37m @ 29.6% Cg, 103m @ 17.9% Cg (from 55m) NIS22006 incl. 43m @ 20.2% Cg, 33m @ 21.9% Cg (from 66m) NIS22019 incl. 22m @ 25.7% Cg, 29m @ 29.1% Cg (from 58m) NIS22026 incl. 16m @ 35.6% Cg (to end of hole). Remaining results expected in August with an update of Vittangi graphite resource to follow and Exploration push on Tier-1 graphite asset driven by strong demand for Talga's European source of Li-ion batteries. report first drill results from recently completed exploration at the Company's 100% owned Vittangi Graphite Project in Sweden ("Vittangi" or "the Project"). The 36-hole drill program was the maiden test of a ~2km long target between the Niska South and Niska North deposits ("Niska Link') where Talga had defined geophysical conductors beneath shallow soil cover. Assay results of the first 13 drillholes at the Niska Link confirm high grade graphite ("Cg") mineralization over substantial downhole widths, with maximum values reaching 46% Cg (at 14.7m, NIS22008). Results of remaining drillholes are expected in August and following this, the Company will commence an update of the Vittangi graphite resource. Vittangi resource growth strategy: Talga is building a vertically integrated operation to supply green natural graphite anode products to Li-ion battery manufacturers and automotive OEM customers. By 2031, Europe is forecast to require ~1 million tonnes anode per annum (tpa), whilst global demand is projected to reach ~8 million tpa 1. In March 2022, the Company opened Europe's first coated active anode plant ("EVA") to produce large scale anode samples for advanced battery qualification processes. More than 20 battery manufacturers and automotive customers are engaged and receiving Talga's anode samples as part of offtake and financing processes in preparation for commercial production commencing 2024. The 2022 drilling campaigns are designed to continue testing the large Vittangi JORC exploration target and is expected to contribute towards a further increase of Talga's graphite resource scheduled for end of 2022. The resource revision aims to further define what is Europe's largest and highest-grade graphite mineral resource to support and optimise potential future anode production expansions.
お知らせ • Jun 21Talga Group Ltd Announces Positive Permitting Progress for VittangiTalga Group Ltd. provided an update on the permitting of its 100% owned Vittangi graphite project in northern Sweden. Talga's environmental permit application is currently progressing through the standard permitting process with the Swedish Land and Environment Court in Umeå ("Court"). As announced on 21 April 2022, the Court has requested that public and stakeholder statements be submitted by 23 June 2022. To date, the Court has received submissions from most key stakeholders. Importantly, the regional government authority Norrbotten County Administrative Board ("CAB") stated in its submission that closure risks, as well as impacts on reindeer herding and water quality could be successfully managed, and that the Project's environmental permit could be approved with appropriate conditions. In addition, the CAB stated that a Natura 2000 permit can be granted for the Project. Further, the Swedish Environmental Protection Agency and the Swedish Agency for Marine and Water Management have advised that, following prior consultations throughout the process, they will not be making further submissions. The Swedish Transport Administration has stated that their earlier information requests have been appropriately responded to.
分析記事 • Jun 01Here's Why We're Watching Talga Group's (ASX:TLG) Cash Burn SituationThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
お知らせ • May 31Talga Group Ltd Commences Graphite Trial Mine At NiskaTalga Group Ltd. announced commencement of the final phase of trial mining at the Vittangi Graphite Project in northern Sweden. Following a successful first phase trial mine in Fourth Quarter 2021, the Company will now extract the balance of the permitted 25,000 tonnes of graphite ore from Talga's Niska South deposit starting early next month. The trial mine will operate under the existing permit issued by the Environmental Review Commission within the Norrbotten County Administration Board. The raw material extracted from the trial mine will provide feed for large scale battery anode sample production, including at Talga's recently commissioned Electric Vehicle Anode plant in Luleå,Sweden. The EVA plant is producing Talnode®-C anode for ongoing EV Li-ion battery qualification and customer procurement processes. The first phase of trial mining was completed safely and on schedule in Fourth Quarter 2021. The excavation confirmed the shallow and high grade nature of the Niska South graphite deposit. The similarities with the Nunasvaara deposits, over 1-3km to the south, demonstrates the consistency of this world-class graphite supply and its large-scale potential for sustainable battery manufacturing within Europe.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Non-Executive Director Ola Rinnan was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 14Talga Group Ltd Announces New Drill Program Commences at Vittangi Graphite Project in Northern SwedenTalga Group Ltd. announced that a new drill program has commenced at the Company's Vittangi Graphite Project in northern Sweden. The new program builds on the results from the latest SkyTEM survey and successful 2021 Vittangi drilling. The 30-hole diamond drillhole program will test the electromagnetic ("EM") conductors and JORC exploration targets linking the Company's Niska South and Niska North resources. A revision of Talga's Vittangi graphite resources, based on the completed 2021 Vittangi drill program, is already underway and planned for completion in late Second Quarter 2022. The new drill program is expected to be completed in May 2022, after which Talga will further revise its graphite resources towards the end of 2022. The resource revisions aim to expand what is currently Europe's largest and highest-grade defined graphite mineral resource to support and optimise future anode production expansions.
お知らせ • Apr 01Talga Group Ltd Announces Europe's First Li-Ion Battery Anode Plant CommissionedTalga Group Ltd. announced the successful commissioning of its Electric Vehicle Anode qualification plant in Luleå, Sweden. The EVA, understood to be Europe's first Li-ion battery anode plant, will produce large scale commercial samples of Talga's coated active anode material for battery customer qualification. The now operational plant was commissioned on time and within budget. Plant production stages includes shaping and coating to produce Talga's flagship Li-ion battery anode, Talnode®-C. The anode production process will use purified graphite concentrate from Talga's wholly- owned Vittangi graphite project, in line with the Company's vertically integrated business model. The plant will be officially launched at an event on 1 April 2022 attended by customers, government officials and local stakeholders. A community open day will be held on 2 April 2022. Large scale commercial testing is a critical stage in the EV customer procurement process for active anode material. The EVA plant represents an integral step in scaling up Talga's vertically integrated mine-to-anode business and provides the Company with a unique advantage in the fast-growing European Li-ion battery supply chain.
お知らせ • Mar 04Talga Group Ltd Announces Drill Results to Upgrade Europe's Large Graphite ResourceTalga Group Ltd. reported the final suite of results from its 2021 drill program at the Company's Vittangi Graphite Project in northern Sweden. Talga is building a vertically integrated operation to supply green natural graphite anode products to Li-ion battery manufacturers and automotive OEM customers. By 2031, Europe is forecast to require 1 million tonnes anode per annum (tpa), whilst global demand is projected to reach >8.3 million tpa1. The Company's anode products are being trialled by more than 40 customers whose capacity roadmaps underscore the enormity of demand, globally and in Europe. As a result Talga is expanding its graphite mineral resources and in 2021 completed a 56-hole drill program at Vittangi. Final drill assay results have now been received, returning significant graphite grades, confirming a new deposit at Nunasvaara East and extending the Niska South deposit. A revision of the Vittangi JORC Mineral Resource has now commenced. Drill results: The 2021 drill program at Vittangi consisted of 56 diamond drillholes for 6,790 meters and targeted optimisation of existing mine developments, upgrading of resources, and conversion of exploration targets to support Talga's customer driven expansion plans. The drillholes successfully intersected targeted graphite units with assay results returning significant grades of graphite consistent with those previously reported from the program. Drilling at Nunasvaara East tested a 400m zone of the strong EM conductor previously thought to consist of discontinuous blocks. However, assay results show wide, high-grade graphite intercepts with excellent continuity, confirming Nunasvaara East to be a new graphite deposit that remains open along strike and at depth. Due to its location adjacent to the planned mill and concentrator, Nunasvaara East has high potential to favourably impact future development options. Although drill testing is at an early stage, the deposit will be included in near-term resource revisions. Future drilling will test if the newly identified deposit extends west to join up with the nearby Nunasvaara North resource or is a standalone deposit. Drillholes at Niska South successfully intercepted targeted depth and strike extensions forming part of Talga's JORC Exploration Targets. The mineralisation at all of the Vittangi graphite deposits; Niska South, Niska North, Nunasvaara East, Nunasvaara South and Nunasvaara. Next steps: A revision of Talga's Vittangi graphite resources is now underway to support and optimize future expansion plans. This Mineral Resource upgrade is planned for completion in late Second Quarter 2022 and aims to expand what is currently Europe's large JORC or NI43-101 defined graphite mineral resource. Information received from completed geotechnical and water bore drilling will be compiled and used to optimise aspects of the Nunasvaara South DFS mining plan over the first few years of operation. Building on the latest drill results and SkyTEM survey a new 26 hole drill program will commence at Vittangi in coming weeks. The new program will test the JORC exploration target linking the Niska South and Niska North resources, with a view to revise resources further in the second half of 2022.
お知らせ • Feb 25Talga Group Ltd Announces the Maiden Production of its Li-Ion Battery Anode During Commissioning of its Eva Qualification Plant in Luleå, SwedenTalga Group Ltd. announced the maiden production of its Li-ion battery anode during commissioning of its EVA qualification plant in Luleå, Sweden. The EVA facility is understood to be Europe's first Li-ion battery anode plant. The maiden production of Talnode®-C, as part of kiln commissioning, represents a significant step for Talga and the emerging green European battery industry. Talnode®-C has the lowest CO2-eq profile in the world for coated anode. Following the completion of plant commissioning, Talnode®-C will be shipped to battery cell makers to undergo next stage commercial testing. To date, Talga has received engagements from 23 battery manufacturers and major automotive OEMs for Talnode®-C produced at the EVA plant. Large scale commercial testing is a critical stage in the EV customer procurement process for active anode material to enable qualification and long-term purchase contracts to be executed. The EVA plant is integral to the scale up of Talga's vertically integrated mine-to-anode business and provides the Company with a unique advantage in the fast-growing European Li-ion battery supply chain. The EVA plant will utilise the Company's proprietary production process, including Talga's own coating system developed through prior validation processes with automotive OEM customers, to produceTalnode®-C at larger quantities requested by battery cell manufacturers. The large-scale samples are being committed at prices above DFS pricing projections as part of tailored customer testing programs already underway. Receipts from the sale of large-scale samples under these customer testing programs are not expected to be material at this stage.
分析記事 • Feb 02Talga Group (ASX:TLG) Is In A Good Position To Deliver On Growth PlansJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
お知らせ • Nov 24+ 1 more updateTalga Group Ltd Provides Update on Progress of Electric Vehicle Anode Qualification Plant Under Construction in SwedenTalga Group Ltd. provided an update on the progress of its Electric Vehicle Anode qualification plant under construction in Sweden. The wholly owned EVA plant is being constructed within the metals research institute Swerim in Luleå, Sweden and will produce Talga's Li-ion battery anode material, Talnode-C, for large scale customer qualification trials. The EVA is understood to be the first Li-ion battery anode production plant in Europe. On-site construction activities are now well underway with structural and electrical works largely completed, and mechanical construction progressing well. The EVA integrated laboratory and production quality control modules are being assembled and installation of major anode shaping and coating equipment has commenced following milestone installation of the coating pyrolysis kiln. International shipping delays have affected some equipment delivery dates, however the Company does not expect this to impact its commissioning and production timeline. Installation of the various mechanical, chemical and electrical work packages is on track to be ready for cold commissioning to commence next month with full commissioning of the EVA in First Quarter 2022 as planned.
分析記事 • Oct 18We Think Talga Group (ASX:TLG) Can Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • Sep 24Talga Group Ltd Commences Trial Mining At Its 100% Owned Vittangi Graphite Project in North SwedenTalga Group Ltd. announce it has commenced trial mining at its 100% owned Vittangi graphite project in north Sweden. The 2021 trial mining campaign is extracting an approximate 2,500-tonne sample of natural graphite, an EU defined 'critical mineral', from the Niska South deposit of Vittangi. The raw ore will be processed and refined into the Company's Li-ion battery anode product Talnode®-C, for large scale qualification trials in EV batteries. Site works include the installation of environmental monitoring systems, such as dust sampling and water treatment equipment, and fencing as well as roadworks and overburden removal with stockpiling of topsoil for rehabilitation of the 100m x 100m site at the end of the 2021 Campaign. Initial trial mine excavation revealed the target graphite mineralisation commences at shallower depth than expected, beneath only 0.5-3 metres of soil and till cover as opposed to 4-5 metres originally estimated. Visually the Niska South mineralisation is consistent with that of the high-grade graphite core in underlying diamond drillholes completed by Talga in 2019, and the Nunasvaara North/South JORC resources over 1-3km along strike to the south . Highlights of the 2019 drill results from Niska South included: 27.0m @ 22.6% Cg (from 12.0m) NUN19002, 30.2m @ 25.2% Cg (from 15.3m) NUN19003, 33.3m @ 26.3% Cg (from 25.0m) NUN19004, 29.1m @ 23.0% Cg (from 22.0m) NUN19005, 18.8m @ 27.2% Cg (from 37.7m) NUN19006, 21.2m @ 25.2% Cg (from 22.3m) NUN19007, 18.2m @ 25.4% Cg (from 10.0m) NUN19008. The anode product produced from this Campaign will be the first large-scale use of natural graphite from the Niska part of Vittangi since successful metallurgical testing of the drill core for the Niska Scoping Study (ASX:TLG 7 December 2020). The study considered stand- alone production of ~85,000tpa Talnode®-C anode and ~8,500tpa Talphene® graphene for silicon anodes to be added to existing plans for 19,500 tonnes anode per annum from Nunasvaara South.
Reported Earnings • Sep 18Full year 2021 earnings released: AU$0.071 loss per share (vs AU$0.057 loss in FY 2020)Full year 2021 results: Net loss: AU$19.9m (loss widened 48% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 46% per year, which means it is well ahead of earnings.
お知らせ • Jul 03Talga Group Ltd Announces the Completion of the Detailed Feasibility Study for Its Vittangi Anode Project in Northern SwedenTalga Group Ltd. announced the completion of the Detailed Feasibility Study for its Vittangi Anode Project in northern Sweden. The DFS results confirm the Project's exceptional potential to deliver Talga's flagship green graphite anode product Talnode®-C directly to lithium-ion battery customers via a vertically integrated Mine- to-Anode operation, producing 19,500 tonnes per annum from 100,000tpa of Vittangi graphite ore over 24 years life of mine. Internationally renowned engineering firm Worley (UK) was the lead consultant and responsible for the overall co-ordination of the Study. All key areas of the DFS were executed by Tier 1 engineering consultancies with support from Talga employees and local Swedish consultants. The Study was completed to a Level 3 (± 15% accuracy) classification in terms of capital and operating allowances, and applied the highest environmental standards. In comparison to the Pre-feasibility Study, the capital expenditure estimate has increased primarily due to the incorporation of USD 153 million additional anode production equipment and processes to satisfy updated battery requirements of Talga's Tier 1 automotive customers. USD 72 million additional infrastructure was also included to facilitate substantial growth opportunities identified in the positive Niska Scoping Study. Refer to page 25 of the DFS Summary for a breakdown of the estimated Project capital cost. The Board of Directors considers that the successful DFS provides a strong platform for Talga to secure project financing and development partners, complete customer agreements and commence construction as per the development schedule. Talga is engaging with potential project development partners, including Luossavaara-Kiirunavaraa Aktiebolag and Mitsui & Co. Europe Plc where due diligence is progressing under a Letter of Intent. The lithium-ion battery market is entering a period of unprecedented demand underpinned by sharply increased production of Electric Vehicles (EV) and steady growth in Energy Storage Systems (ESS) and Computer/Cell Phone/Consumer Electronic (3C) applications. Established lithium-ion technologies dominate planned battery capacity, and as these uses predominantly graphite anodes, there is a concurrent growth in demand for new graphite anode production. Benchmark Mineral Intelligence forecasts that over the next two decades, anode demand will grow an average of ~18% compound annual growth rate. The DFS was based on the updated Nunasvaara South Ore Reserve of 2.3 million tonnes (Mt) at 24.1% graphite (Cg) estimated by Golder UK. This is an increase of 17% more tonnes over the previous Ore Reserve and represents only ~12% of the global Vittangi JORC (2012) Mineral Resource Estimate (MRE) of 19.5Mt @ 24.0% Cg. The average LOM extraction of graphite ore, and subsequent processing and refining into Talnode®-C, is based solely on this Ore Reserve. The robust, high margin operation has a forecast revenue of USD 5,352 million over 24 years life of mine. Key project metrics include an estimated pre-tax Net Present Value (NPV) of USD 1,054 million at an 8% discount rate and a pre-tax Internal Rate of Return of 30% with a pay-back period of 2.5 years from commencement of concentrator commissioning. The Vittangi Anode Project price assumptions are referenced to an extensive industry price forecast and product investigation report commissioned from price reporting agency and market intelligence publisher for the Li-ion battery supply chain, Benchmark Mineral Intelligence. Considering Talnode®- C's performance characteristics and customer feedback, BMI assessed Talnode®-C to be a high end graphite anode, positioned between its High and Mid-range reference prices for Tier 1 EV anode. Refer to page 18 of the DFS Summary for Market Demand and Supply section. Exploitation (mining) and environmental permits were submitted to relevant authorities in May 2020. Talga continues to positively engage with authorities as permits progress through the approvals process, and is not aware of any impediment to the exploitation permit applications being granted. The Company is now finalising the environmental permit for the Luleå anode refinery site. During the course of the DFS, a scoping study was completed to evaluate the potential addition of ~85,000tpa Talnode®-C production from the adjacent Niska resources. This study identified significant commercial synergies to unify deposit development and production plans to maximise potential of the Vittangi project area. This will be subject to separate studies following further discussions with customers and project development partners.
お知らせ • Jun 01Talga Group Ltd Announces Positive Conclusion of its Two Feasibility Studies into the Technical and Commercial Prospects of a Talga Anode Refinery in the UKTalga Group Ltd. announced the positive conclusion of its two feasibility studies ("the Studies") into the technical and commercial prospects of a Talga Anode Refinery in the UK. Talga is reviewing opportunities for strategic growth from the Company's Swedish operations in response to increasing customer demand and global Government electrification policies. The Company aims to identify suitable pathways for future geographical and product expansions to serve the existing and emerging needs of battery manufacturers and electric vehicle producers. 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. 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. Talga has submitted a summary of its findings to the Advanced Propulsion Centre (APC) and will now deepen engagement with a range of potential partners, stakeholders and government entities to consider the Studies' outcomes in the context of Talga's expansion planning. The Studies have been conducted in parallel and separate to the Company's Detailed Feasibility Study underway for Talga's Swedish Vittangi Anode Project.
Reported Earnings • Mar 14First half 2021 earnings released: AU$0.034 loss per share (vs AU$0.035 loss in 1H 2020)First half 2021 results: Net loss: AU$8.79m (loss widened 13% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Mar 09Talga Group Ltd Provides an Update on the Commercial Scale Trials of its Talcoat® Graphene Additive for Marine CoatingsTalga Group Ltd. provided an update on the commercial scale trials of its Talcoat® graphene additive for marine coatings. The Talcoat®-enhanced primer coating was first applied to a 33,000t container ship late in 2019 in the world's large single application of graphene. The commercial scale trial was later extended to include a second similar sized container ship. On the first ship, Robin 1 (previously Algarrobo), visual inspection over 15 months service indicates the Talcoat® product is matching or exceeding commercial standard. Due to travel and access restrictions, including change in ownership of the two cargo ships, detailed physical testing of Robin 1 and review of the second ship coating is yet to be completed. Further testing is expected to commence when access is reinstated, meanwhile the sea trials of Talga's graphene coating on both ships continue during the ships' active service. The positive results and growing market interest has encouraged Talga to extend the range of its graphene Talcoat® products, which focus on replacing toxic chemicals and metals1 with more environmentally friendly carbon-based graphene. Talcoat® products now in various stages of development include large volume applications in anti-foul marine coatings, barrier coatings for packaging, anti-bacterial coatings for metals and plastics, and anti-corrosion coatings for large volume metal parts/fasteners. Updates across completed work in these application areas are to follow as development progresses.
Is New 90 Day High Low • Mar 02New 90-day low: AU$1.35The company is down 27% from its price of AU$1.84 on 02 December 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 18% over the same period.
お知らせ • Dec 18Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 25.000001 million.Talga Group Ltd has completed a Follow-on Equity Offering in the amount of AUD 25.000001 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 17,241,380 Price\Range: AUD 1.45 Discount Per Security: AUD 0.06525 Transaction Features: Subsequent Direct Listing
Recent Insider Transactions Derivative • Nov 11Independent Non-Executive Director exercised options to buy AU$1.8m worth of stock.On the 10th of November, Stephen Lowe exercised options to buy 1.00m shares at a strike price of around AU$0.54, costing a total of AU$540k. This transaction amounted to 100% of their direct individual holding at the time of the trade. Since December 2019, Stephen has owned 1.00m shares directly. Company insiders have collectively bought AU$604k more than they sold, via options and on-market transactions, in the last 12 months.
Is New 90 Day High Low • Nov 06New 90-day high: AU$1.35The company is up 167% from its price of AU$0.51 on 07 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is down 8.0% over the same period.
お知らせ • Oct 19Talga Resources Ltd. Appoints Martin Phillips as Chief Executive Officer of its European OperationsTalga Resources Ltd. announced the appointment of Martin Phillips as the Chief Executive Officer of its European operations. The appointment of Mr. Phillips as CEO Europe follows it's significant progress in building an ultra-low emission anode supply chain in Europe for greener lithium-ion batteries. As CEO Europe, Mr. Phillips will focus on delivering on it's technical and commercial initiatives underway in Europe including partner development with Mitsui and other parties, as well as it's growing list of local European and global battery customer engagements. Prior to joining the company as Chief Operating Officer in 2016, Mr. Phillips was the former Commercial Manager of Iluka Resources Ltd, responsible for implementation of business growth and development strategies and M&A. His previous positions included engineering and management roles in battery recycling programs and smelting innovations at MIM's Mt Isa and UK operations. In addition to his role as CEO Europe Mr. Phillips will continue to oversee Talga's operations as the Company's COO. Mr. Phillips will remain based in Europe, dividing his time between the UK and Sweden, and reporting to the Talga Board.
Is New 90 Day High Low • Oct 19New 90-day high: AU$0.91The company is up 69% from its price of AU$0.54 on 21 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is flat over the same period.
Reported Earnings • Sep 30Full year earnings released - AU$0.057 loss per shareOver the last 12 months the company has reported total losses of AU$13.4m, with losses widening by 3.6% from the prior year.
Is New 90 Day High Low • Sep 18New 90-day high: AU$0.76The company is up 71% from its price of AU$0.45 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 11% over the same period.
お知らせ • Sep 17Talga Resources Limited Announce Significant Increases in Its Natural Graphite Mineral Resources Within Its Vittangi Graphite Project in Northern SwedenTalga Resources Limited announced significant increases in the Company's natural graphite mineral resources within its wholly-owned Vittangi Graphite Project in northern Sweden ("Vittangi"). Talga has completed a review of its four JORC (2012) compliant graphite mineral resources within Vittangi to standardise parameters for increased accuracy in upcoming feasibility studies and enable better mine planning, permitting and reporting. The review also identified significant new Exploration Targets to be tested along strike and at depth from current resources, providing potential for future additional resource growth. Highlights of results of the review include: Updated Nunasvaara South Mineral Resource Estimate defines 15% increase in total natural graphite resources at Vittangi, Vittangi graphite mineral resource now stands at 19.5 million tonnes at 24.0% graphite (based on a revised 10% cut-off grade across the project), Vittangi remains the world's highest grade natural graphite resource, set to play a significant role in battery anode production for the booming electric vehicle market, Talga's total graphite resource inventory in Sweden increases to 55.3 million tonnes at 17.5% graphite, representing the largest source of natural graphite defined in Europe, Additional growth Exploration Targets totalling 2646 million tonnes at 2030% graphite defined within Vittangi and set to be drill-tested for potential further increases in scale. Vittangi Mineral Resource Update: Talga is building an integrated graphite anode refinery in Europe using 100% renewable electricity to produce ultra-low emission coated anode for greener lithium-ion ("Li-ion") batteries. Production of Talga's flagship anode product, Talnode®-C, will use the unique high-grade natural flake graphite from the Company's wholly-owned Vittangi Graphite Project ("Vittangi"), near Kiruna in northern Sweden. To support the Company's development plans for Vittangi, including the upcoming Niska Scoping Study, Talga has completed a review of its JORC (2012) compliant mineral resources to standardise parameters across the project's four natural graphite deposits; Nunasvaara South, Nunasvaara North, Niska South and Niska North. This standardisation will increase accuracy in the feasibility studies and enable better mine planning and reporting towards permitting applications, development and future expansion. The review also identified significant new Exploration Targets along strike and at depth of the currently defined resources, providing additional potential resource growth at Vittangi in future. Mineral Resource Update and Overview: The Vittangi mineral resource review was completed by independent geological consultant Albert Thamm, utilising diamond drilling completed at the Nunasvaara graphite deposits in 2012, 2014 and 2016 and the Niska graphite deposits in 2019. Based on a revised 10% graphite ("Cg") lower cut-off grade across the entire project, the global Vittangi JORC (2012) mineral resource estimate ("MRE") now stands at 19.5 million tonnes ("Mt") at 24.0%Cg for 4.7Mt of contained graphite. This represents a 15% increase in total resource tonnes over previous Vittangi total MRE of 16.9Mt at 25.6% Cg. Exploration Targets: In light of the increasing market demand for graphite anode in electric vehicle batteries, Talga is reviewing growth opportunities across its Swedish natural graphite deposits. As part of this review the Company has identified significant Exploration Targets at Vittangi both along strike between the four known graphite resources and at depth immediately below them. As a result of this study two Exploration Targets have been defined. The total graphite Exploration Target tonnage range for the current along-strike and underground targets at Vittangi is 2646Mt based on an assumed in-situ bulk density of 2.65t/m3, at a grade range of 20-30% Cg.
お知らせ • Aug 27Talga Resources Limited announced that it has received AUD 10.2 million in fundingOn August 26, 2020, Talga Resources Limited (ASX:TLG) closed the transaction. The company has issued 20,400,000 shares for gross proceeds of AUD 10,200,000 in the transaction.
お知らせ • Aug 20Talga Resources Limited announced that it expects to receive AUD 10 million in fundingTalga Resources Limited (ASX:TLG) announced a private placement of 20,000,000 common shares at a price of AUD 0.50 per share for proceeds of AUD 10,000,000 on August 20, 2020. The transaction will include participation from institutional, sophisticated and professional investors. The transaction is expected to close on August 25, 2020.