1) David Quan's companion video. Talga vs Novonix: ruclips.net/video/2-k8KahVxp4/видео.html 2) Talga has just released the Detailed Feasibility Study for Nunasvaara South - they've exceeded expections! www.talgagroup.com/irm/PDF/b20db16e-dabe-4687-aa54-86869bd96f32/Outstandingdetailedfeasibilityresults 3) Related video from me: GRAPHENE - ruclips.net/video/IbKp2fSS2ew/видео.html NOVONIX - ruclips.net/video/iqUfJ9G80IY/видео.html Tickers: TLG TLGRF ASX:TLG
I see the stock volume and price went up after this video (was barely trading at all before this)... but delving deeper... the dilution of this stock seems to be fairly high though decreasingly so... went from 53 million shares to 124 million in 2014 to 181 million in 2016 and now at 243 million... just curious what your thoughts are on this? I'm assuming dilution will continue to happen and that will be a drag on that actual worth per share...
@@TheVinceVoice Dilution only bothers me if it happens after I have invested. Sucks to be the people who invested in 2014. I've be fine with them diluting quite a bit more. Even a 50% dilution would only take my 10 bagger expectation down to 5 bagger. Most people are fighting over a few percentage points in the market. Not my style.
@@thelimitingfactor I guess they will be diluting by another 20 million shares or so today... www.afr.com/street-talk/graphene-play-talga-resources-taps-canaccord-for-placement-20200818-p55mt3 guess we'll see what happens.
Your videos are 100% quality. Worth the 2 weeks wait time :D All questions I had during video was answered at the end! Looking forward to watching your next video on comparison on natural vs synthetic anode!
Great analysis. Check out Nouveau Monde Graphite as well, they will have production volume of 100k tonnes of graphite (5x Talga), and are fully vertically integrated with battery anode material sales starting next year through their Olin partnership.
Hi Jordan. I watched this when you made it and just rewatched it again. It has aged well! Just after that I became a Patreon of yours and also bought into Talga and Novonix. No regrets there. This video was pure gold on the day it was released. With Talga's announcement yesterday of their first actual anode production I think this is the perfect time for an update.
A note regarding customer testing and the lengthy process: A team based at Stanford University, collaborating with researchers at MIT and the Toyota Research Institute, has developed an approach based on artificial intelligence (AI) and machine learning (ML) that cuts testing times by up to 98%. They were able to rapidly identify high-cycle-life charging protocols among 224 candidates in 16 days. In contrast, an exhaustive search without early prediction would have taken over 500 days. The full results of this research can’t be summarized by a few numbers, words, or metrics, but they are available in their detailed paper “Closed-loop optimization of fast-charging protocols for batteries with machine learning,” published in Nature
@@slomnim Just google "Closed-loop optimization of fast-charging protocols for batteries with machine learning". Beyond that is trade secret, lol...but I will share my process at some point to show people how I go about my research.
@@thelimitingfactor ever use RoamReseach? I think you'd appreciate it's note taking abilities... Saying this as a casual researcher in nanomedical / bionics ;)
@@slomnim Interesting. I don't have a use for RoamResearch, but a more advanced version of this would be a handy framework for neuralink to be built on. I don't take notes 😀. I immerse myself in information and make notes on what I DON'T understand. When I have a complete picture, I write the video and work out the kinks in my understanding by verbalising.
If you declare your interest, there is no issue in holding shares. This is RUclips, not a peer reviewed science experiment. I love your content, especially investment leads. Thank you so much.
Nouveau Monde Graphite in Canada is the North American equivalent to Talga. They're fully permitted, have sent out reference samples, and will go on line with production in Q4 2021. Weird how that timeline is the same as a very large battery factory will come online in the US...
Glory to Sverige!!! I wish Talga and your channel much success. Also as always great video, you make it very easy to understand will not oversimplifying the information.
Great summary on Talga! Also been a long-time follower of TLG IMHO, their revised plans to go straight to Stage 2 is a sign that funding is a done deal. Setting up an electric vehicle anode sample facility capable of producing 100-200 tonnes per annum of pre-production Talnode-C samples is another sign of the up-coming demand.
Very good video, now I have much better understanding of what will be the development in this area in Europe. Now I need to figure out what graphite really does in the anode.
Amazing work! Love your research and in-depth analysis. Can you please do a video on Renascor Resources, ASX ticker RNU? Second largest graphite mine in the world, largest outside of Africa. They also use a HF free process and plan to downstream their Graphite to PSG in Australia. They recently have had some recent parabolic growth which not much new information; however, given they have recently signed two MOU’s with globally recognised anode manufacturers and recently joining the European Raw materials alliance and European battery alliance would love to have an analysis on them for potential further growth.
Watching your videos over and over, in the background, while working is incredible for the mind. A quick glance at the chart/graph then listen, chart/graph changes, glances over again, listen while you work. Just incredibly well done, well paced breakdowns. P.S. Ever thought of doing more collaborations? I’m thinking Tesla Daily would be great before or after Battery Day.
Dude... I know I am some random person online... and I feel the same about you... but I feel like your analysis is going to change my life. If it does, I promise to thank you in some way. Great video
@@thelimitingfactor My pleasure! I suggest not to collaborate with Subject Zero, your voices are sooo the same it'll very hard to discern. Just kidding, love'd to see that! :)
Thanks Jordan for your video on Novonix. I decided to invest and I’m at 150% profit right now. Grateful for your information; clearly we all need to DYOR tho.👍
Niiiiiiice, hopefully everything plays out in the next few years. I put a decent chunk of money in yesterday. I could never bring myself to invest in large companies that had already filled most of their total addressable market. I'd rather invest in 3-4 high risk stocks with 10-20x potential return.
The company QuantumScape just popped up on Bill Gate's channel....curious. Worth a look at? I don't comment but I love your videos and admire your efforts. I hope they've been profitable for you. Profitable enough to make what you do a new sort of job industry where people take a very critical eye to companies to assess really what's going on.
Dont know if you mentioned it but Sandvik Mining! has it HQ and Birthplace in Sandviken (Gävleborg) They are BIG in Austraila as well. Their skill and skilled engineers is a Big plus for operations in Sweden. I live in the Area and we are born and Raised with Iron/Metalurgy in our vains! SKF/Ovako/Sandvik/Sheffield. All placed in the Area
LMAO. Good point. I'll remember that for future scripts. I may have used the word again in my current script. Interview with Soteria going live in the next day or two. Seems really legit. Like tabless electrode patent/wheels on luggage type of obvious
@@thelimitingfactor Soteria. Interesting. Will this become less relevant as the move toward solid state progresses? It will be interesting to see the advances on battery day with respect to electrolyte / dendrite prevention. Also there's the "material multi state" cooling/ fire suppression mentioned in "the" battery patent. I suppose a separator which degrades to form a fire suppressant material when heated would be very useful.
@@thelimitingfactor You're welcome. That would mean around 76k tonnes and that's a huge amount. Who knows what will happen until 2023. Maybe we're in the beginning of another technological boom?
@@thelimitingfactor another minor nitpick... At 11:05 you say "heat or acid, which are respectively toxic or energy intensive"... It should be the other way around... Unless it doesn't work how I expect.
Another minor point that caught me around 14:47...: 900 times 0.04 is not 900. Saying "over (9,000)" would be more accurate (I am way too detail oriented sometimes). :)
Vertical integration is the way to control stable continuity and diminish external access. So if the surprise success of one category of vertically integrated multiple Start-ups is proof of concept, and the stability of Legacy Companies has been accumulated over time by acquisitions, the expectations of this set-up should be aimed either at re-coring a Legacy Company by substitution, or filling a space in the "about to be" new Start-ups. Remember what happened to the Inventor who sold Battery Technology to a big ICE manufacturer. He "did alright", but the tech was buried.
Hey Jordan, I may have a further puzzelpiece for batteryday: Regarding Supercharger V3: No one seems to see the bigger picture here. On the type label of a V3 is written 1000V DC and 425 Ampere. V2 has 410V. All current Tesla Vehicles have only 404V max. Voltage! You think what I think? Currently there is a big Rollout in Europe of V3 Superchargers (Like there was a Rollout of CCS Cabels in Europe before the first Model 3 deliveries! Which only have CCS in Europe) In one month there is Batteryday as everyone knows 😉 I predict the new Drivetrain/Battery will have at least a 800V to 1000V backbone. Wait there is more: To charge a Model 3 with 250KW and 404V max. there are 618Ampere needed. I guess the V3 type label underreports like the ones on V2 (410V 270A is only 110KW but they provide 150KW) So a V3 Supercharger should be able to provide at least 618KW!!! Newer Tesla Vehicles with Drivetrain of Batteryday should be able to charge extremly fast! Keep in mind - Elons said about the planed 350KW Taycan charging speed something like: What is this? A mere kids toy? No one speaks about that! Why? 😉
NIIIIICE! I've been telling people that Maxwell tech could allow for higher charge and discharge rates. If that label is accurate (and why wouldn't it be), then we might be looking at V4 that's already in place. I'm thinking there will be a separate event for this. Probably with the roll out of the cybertruck. 🤔
@@thelimitingfactor Hi again, it's even better! I've found out in the meantime the V3 chargers are able to deliver at least 681Ampere. Because the Model 3 charges at 250kw at a relative low voltage. This is viewable with ScanMyTesla. I guess V3 is is alrady capeable to deliver maybe 1MW. So new level charging already is in place for Teslas😁 Nice to have a infrastructure, which isn't slowed down by standards. CCS2 standart for example has much lower limits. So with the current chargers, competitors hit a roadblock for higher speeds. 😏 I guess there will be at least a 160kwh battery with 500kw charge rate possible with new technologies of batteryday. With lower inner resistance of the new cells maybe even more chargerate. Would be happy if you have this in a video 😁 Regards Florian
Amazingly insightful video - I'll echo the sentiment of others here - thank you so much putting in the hard-yards and posting your research. I would however like to ask a question. Is there a difference in your estimation between the ASX listed stock (TLG.AX) and the international (TLGRF) listing? This questions also relates to the Novonix listing on ASX (NVX.AX) and International (NVNXF).
Nice video Jordan! Given that ore to battery grade graphite efficiency is around 19% , if Novonix sell the DPMG license for a reasonable price then Talga could increase another 3%, which is a lot given the scale of production quantity. However, Talnode-Si data is not that impressive. It is funny that they compare their 1:01 cell performance with something mediocre just after 300 cycles 90% capacity retention. :D
I think their ore to battery grade graphite ratio is much higher? See the second bullet here and correct me if I'm wrong! www.talgagroup.com/irm/PDF/b20db16e-dabe-4687-aa54-86869bd96f32/Outstandingdetailedfeasibilityresults Regardless, I'd love to see that DPMG licence out. It would be silly not to...just put a clause in to revoke the licence after about 5-10 years when the competition starts to matter. Totally! I don't put any stock in anyone's charts, including Novonix. I'd be interested to see what manufacturers are interested in it...I imagine it's for personal electronics rather than vehicles.
@@thelimitingfactor I just used your slides data basically. 100,000 tonnes raw ore --> 19,000 battery grade graphite 19% , if we compare by graphite content of the ore (25.6%) to battery grade graphite then yes, around 74%
Lovely video as always! Beeing Swedish makes this extra spicy 🇸🇪The big risk for them is polotical because of sapmi protection. Will they be allowed to do all of this?
Your turn to educate me! SAPMI? I don't know what that is, but their mine is approved and they are already building facilities. I know they have a Swedish billionaire backing them...that will be discussed in the video that David Quan will be releasing at 10pm. He does a comparison of Talga vs Novonix.
Hmmmm, good question. Is that graphite used in battery anode, and at what volumes? I've been led to believe that most anode is produced in China by graphite mined in China. That's about as good as guess as I could venture: That graphite from Australia is for a different use case or not at the volumes of the other countries listed. That's just me pulling ideas out of the air though, I'd need to research further.
Great video as always. Been a subscriber for a while now. Can you make a video on Amprius Technologies, a company just recently bought by Tesla? They make Silicon nanowire technology and are claiming extremely high energy densities in their batteries.
Good question. Solid state will be the late 2020s before we see gigawatt production...maybe longer for automotive. Solid state can use any type of anode.
I've spoken many top experts in the field. That's at least a decade away, and it will take years to scale. You'll start seeing anode free cells in a few years, but very small volumes and at high expense. Automotive requires the most and cheapest batteries (besides energy storage).
I'd like to make you aware that mining in northern Sweden is a bit of a more complex environmental and social thing. I'm not entirely updated on these things, but you should check it out carefully. The town of Kiruna is (as far as I'm aware) being entirely moved because a mine is making the ground unstable. Sami (indigenous people) population and their way of life is also being threatened. This means the mining projects are more than a technical problem, it also affects society. I haven't done my research, and don't have the time to. But I am automatically sceptical when they are moving whole towns to get their hands on earth materials. It does not sound sustainable, even when if it is powering the electric future (it is in no way guaranteed to). Yeah so if you are mainly interested in this for supporting a sustainable future I'd do some more research. Might be fine, but I'm just looking at some red flags...
in his Novonix Battery Materials video. He shows that Novonix has a potential of 800 million gross profit per year. Compared to Talgo's 118 million gross profit per year.
@@alexng4 Yes. The only question mark in my mind is how quickly Talga will ramp graphene and how quickly Novonix will ramp cathode. I think the gross profit estimates for both are conservative. I'm loading up on Talga at the moment because they are relatively 'cheap' based on net present value. Novonix has a lot of growth baked in. As always, this is just my opinion. I'll be interviewing the CEO of Talga this week.
@@jamesstevenson1594 Silicon Nanowires are science fiction at the moment. This was covered in my Shirley Meng interview. She's one of the world's leading battery nanoengineers. The first step is 20-30% silicon...which means the rest is graphite. We won't see this for about 4 years. Then, when it does arrive, it will be around for at least 5 years. After that will be higher ratios of silicon or we might move directly to Li metal anode. In short, massive amounts of graphite will be needed for at least a decade. Probably much longer. Battery tech always takes longer than people think.
Thanks! Anode free patent is neither here nor there in relation to what Tesla uses for its anode...they are unrelated. I'm hoping battery day: A) Tells whether Tesla is using natural or synthetic anode and B) What the impact of the tabless electrode patent was
Jordan, we who are interested in battery tech and all things EV and Tesla seem to hear absolutely nothing about Tesla’s motors. Why is that? Are electric motors commodity items? Every company has the same motors? Isn’t there any differences in power efficiency and output from different motors and drive trains with different component parts? I think this is a topic that has been neglected by everyone and would love it if you can dive into all things electric motors at Tesla at some point. Thanks. RJ
There's a lot out there on Tesla motor tech. Until this month it was definitely the leading design, but there's a new kid on the block. I think Lucid have a very interesting product, quite possibly with a lineage back to Tesla tech. (Many of the Lucid design team are ex Tesla) The next month is going to be "enlightening".
I see the fact that Talga released your video(a day after you released it), on their OFFICIAL web page, as a red flag :/ What do you Jordan/guys think about that? I have never seen another serious business make such, what appears to me as a somewhat unprofessional move. I love Jordan's videos and I am subscribed to his channel and I hope my comment does not come across as negative. I am just trying to reason rationally and not jump to any emotional conclusions. Your thoughts?
Most companies post media on their website. I'm not here to provide any reassurance...just perplexed. Of course they would post a video that gives a good, unbiased overview of the company. I spoke with both Novonix COO and Talga CEO to give them each a chance to lay out why their companies' are worthwhile endeavours and I backed it up with 3 months of research. The heavy stuff comes in the next video.
I think another Board member on Talga that's being over looked is Terry Stinson! Read this guys qualifications and companies that hes worked for! www.austmine.com.au/Missions/meet-the-innovator-terry-stinson-how-do-you-grow-a-technology-company-to-500-million-in-sales
I posted this video on a favorite website of mine (Texags.com) when Talga was at .51 per share, the other day it went to 1.23 a share, those guys on the site loved it!
1) David Quan's companion video. Talga vs Novonix: ruclips.net/video/2-k8KahVxp4/видео.html
2) Talga has just released the Detailed Feasibility Study for Nunasvaara South - they've exceeded expections! www.talgagroup.com/irm/PDF/b20db16e-dabe-4687-aa54-86869bd96f32/Outstandingdetailedfeasibilityresults
3) Related video from me:
GRAPHENE - ruclips.net/video/IbKp2fSS2ew/видео.html
NOVONIX - ruclips.net/video/iqUfJ9G80IY/видео.html
Tickers:
TLG
TLGRF
ASX:TLG
You're too good at this :D
Stock went up 14% 24hrs after this video.
I see the stock volume and price went up after this video (was barely trading at all before this)... but delving deeper... the dilution of this stock seems to be fairly high though decreasingly so... went from 53 million shares to 124 million in 2014 to 181 million in 2016 and now at 243 million... just curious what your thoughts are on this? I'm assuming dilution will continue to happen and that will be a drag on that actual worth per share...
@@TheVinceVoice Dilution only bothers me if it happens after I have invested. Sucks to be the people who invested in 2014. I've be fine with them diluting quite a bit more. Even a 50% dilution would only take my 10 bagger expectation down to 5 bagger. Most people are fighting over a few percentage points in the market. Not my style.
@@thelimitingfactor I guess they will be diluting by another 20 million shares or so today... www.afr.com/street-talk/graphene-play-talga-resources-taps-canaccord-for-placement-20200818-p55mt3 guess we'll see what happens.
Your videos are 100% quality. Worth the 2 weeks wait time :D
All questions I had during video was answered at the end! Looking forward to watching your next video on comparison on natural vs synthetic anode!
🤜🤛 🔥
Youre one of the new classes of analysts. 1000x wallstreet on your worst day.
Great analysis. Check out Nouveau Monde Graphite as well, they will have production volume of 100k tonnes of graphite (5x Talga), and are fully vertically integrated with battery anode material sales starting next year through their Olin partnership.
Hi Jordan. I watched this when you made it and just rewatched it again. It has aged well! Just after that I became a Patreon of yours and also bought into Talga and Novonix. No regrets there. This video was pure gold on the day it was released. With Talga's announcement yesterday of their first actual anode production I think this is the perfect time for an update.
i look forward to re-watching as many times as needed until i learn everything
Blown away by this channel, I was just studying Talga's business model this entire week and felt very overwhelmed until I found your video!!
AWESOME! Glad it helped.
Dude you are amazing in research! 👍
🤜🤛 Thanks for the support Bob 🔥
A note regarding customer testing and the lengthy process:
A team based at Stanford University, collaborating with researchers at MIT and the Toyota Research Institute, has developed an approach based on artificial intelligence (AI) and machine learning (ML) that cuts testing times by up to 98%. They were able to rapidly identify high-cycle-life charging protocols among 224 candidates in 16 days. In contrast, an exhaustive search without early prediction would have taken over 500 days.
The full results of this research can’t be summarized by a few numbers, words, or metrics, but they are available in their detailed paper “Closed-loop optimization of fast-charging protocols for batteries with machine learning,” published in Nature
DUDE. Great information! I found the research paper 👍👍👍
@@thelimitingfactor LINKS?
@@slomnim Just google "Closed-loop optimization of fast-charging protocols for batteries with machine learning". Beyond that is trade secret, lol...but I will share my process at some point to show people how I go about my research.
@@thelimitingfactor ever use RoamReseach? I think you'd appreciate it's note taking abilities...
Saying this as a casual researcher in nanomedical / bionics ;)
@@slomnim Interesting. I don't have a use for RoamResearch, but a more advanced version of this would be a handy framework for neuralink to be built on. I don't take notes 😀. I immerse myself in information and make notes on what I DON'T understand. When I have a complete picture, I write the video and work out the kinks in my understanding by verbalising.
If you declare your interest, there is no issue in holding shares. This is RUclips, not a peer reviewed science experiment. I love your content, especially investment leads. Thank you so much.
Nouveau Monde Graphite in Canada is the North American equivalent to Talga. They're fully permitted, have sent out reference samples, and will go on line with production in Q4 2021. Weird how that timeline is the same as a very large battery factory will come online in the US...
Glory to Sverige!!! I wish Talga and your channel much success. Also as always great video, you make it very easy to understand will not oversimplifying the information.
Great summary on Talga! Also been a long-time follower of TLG
IMHO, their revised plans to go straight to Stage 2 is a sign that funding is a done deal. Setting up an electric vehicle anode sample facility capable of producing 100-200 tonnes per annum of pre-production Talnode-C samples is another sign of the up-coming demand.
Totally agree! I'm excited.
Very good video, now I have much better understanding of what will be the development in this area in Europe. Now I need to figure out what graphite really does in the anode.
Amazing work! Love your research and in-depth analysis. Can you please do a video on Renascor Resources, ASX ticker RNU? Second largest graphite mine in the world, largest outside of Africa. They also use a HF free process and plan to downstream their Graphite to PSG in Australia. They recently have had some recent parabolic growth which not much new information; however, given they have recently signed two MOU’s with globally recognised anode manufacturers and recently joining the European Raw materials alliance and European battery alliance would love to have an analysis on them for potential further growth.
I think I'm going to avoid doing more videos on mining stocks. It brings out the crazies, lol
Left Tesla Daily to come here! praise indeed!
LOL. Agreed! I love Tesla Daily.
As always an extremely well done video. You produce some of the best video content that is available. Thanks for your hard work and dedication.
🤜🤛🤠
Watching your videos over and over, in the background, while working is incredible for the mind. A quick glance at the chart/graph then listen, chart/graph changes, glances over again, listen while you work. Just incredibly well done, well paced breakdowns.
P.S. Ever thought of doing more collaborations? I’m thinking Tesla Daily would be great before or after Battery Day.
I'm in contact with him and he watches the videos. If he invites me I'd be more than happy to go on.
The Limiting Factor,
Nice. The knowledge from overload from both of you would be overstimulation lol!
@@magnamic5614 lol! Overstimulated is an under used word
Dude... I know I am some random person online... and I feel the same about you... but I feel like your analysis is going to change my life. If it does, I promise to thank you in some way. Great video
Hey man! Thanks for the support and hope it provides value for you down the road!
Very high quality information. Very interesting. I can't wait to see the last video in the series. Thank you.
I noticed your channel a couple weeks ago and I feel lucky! These videos are great! Keep up the good work!
Welcome aboard!
@@thelimitingfactor My pleasure!
I suggest not to collaborate with Subject Zero, your voices are sooo the same it'll very hard to discern. Just kidding, love'd to see that! :)
@@Sekir80 Lol! Hmmmm... I'll think about that
Thanks Jordan for your video on Novonix. I decided to invest and I’m at 150% profit right now. Grateful for your information; clearly we all need to DYOR tho.👍
Niiiiiiice, hopefully everything plays out in the next few years. I put a decent chunk of money in yesterday. I could never bring myself to invest in large companies that had already filled most of their total addressable market. I'd rather invest in 3-4 high risk stocks with 10-20x potential return.
Wow, I’m impressed by the quality of your analysis. Great work!
Such a great channel. You always make such a great overview with highly researched topics
The company QuantumScape just popped up on Bill Gate's channel....curious. Worth a look at? I don't comment but I love your videos and admire your efforts. I hope they've been profitable for you. Profitable enough to make what you do a new sort of job industry where people take a very critical eye to companies to assess really what's going on.
Thanks man and thanks for the support. I'm keeping an eye on Quantumscape
Great video! So much information. Thanks for sharing all your research
Glad it was helpful!
Truly outstanding and well researched video.. documentary!
Dont know if you mentioned it but Sandvik Mining! has it HQ and Birthplace in Sandviken (Gävleborg) They are BIG in Austraila as well. Their skill and skilled engineers is a Big plus for operations in Sweden. I live in the Area and we are born and Raised with Iron/Metalurgy in our vains! SKF/Ovako/Sandvik/Sheffield. All placed in the Area
There be dwarves! Very cool. I didn't know this about the Swedes.
the link to this video is in the news feed of talga website
Sweeeet
Thanks again for the great content Jordan!! Excited to know, when are you planning to release the next video comparing the two? Cant wait to see it!
Tomorrow night 😀
You sir are great at what you do
I saw your tweet about Talga yesterday, did some quick research, and bought some shares.
Nice! I hope it works out well. I think if Talga makes it though the next year, it'll be a 10-20 bagger.
@@thelimitingfactor Odd trading today, 20 times average daily volume but almost zero movement on the stock price.
Hey Jordan.
Just watched again.
2:56 / 20:45
I hope progress is exponential rather than parabolic! (In which case, what goes up, also comes down!)
LMAO. Good point. I'll remember that for future scripts. I may have used the word again in my current script. Interview with Soteria going live in the next day or two. Seems really legit. Like tabless electrode patent/wheels on luggage type of obvious
@@thelimitingfactor
Soteria.
Interesting.
Will this become less relevant as the move toward solid state progresses?
It will be interesting to see the advances on battery day with respect to electrolyte / dendrite prevention.
Also there's the "material multi state" cooling/ fire suppression mentioned in "the" battery patent.
I suppose a separator which degrades to form a fire suppressant material when heated would be very useful.
@@rogerstarkey5390 I'm not even sure we'd need solid state if Soteria materials work out. I need to wrap my head around it.
Great videos. Thank you for your work. Very excited about Talga's potential. Have you looked at all into Nanoxplore?
Not yet! :)
Just a nitpick:
07:05 - 300% is 4 times the initial capacity not 3 times.
Ah! Duh, thanks man.
@@thelimitingfactor You're welcome. That would mean around 76k tonnes and that's a huge amount. Who knows what will happen until 2023. Maybe we're in the beginning of another technological boom?
@@thelimitingfactor another minor nitpick... At 11:05 you say "heat or acid, which are respectively toxic or energy intensive"... It should be the other way around... Unless it doesn't work how I expect.
Another minor point that caught me around 14:47...: 900 times 0.04 is not 900. Saying "over (9,000)" would be more accurate (I am way too detail oriented sometimes). :)
@@thomasgauthier5691 lol... You're totally correct man. Nice catch
Vertical integration is the way to control stable continuity and diminish external access. So if the surprise success of one category of vertically integrated multiple Start-ups is proof of concept, and the stability of Legacy Companies has been accumulated over time by acquisitions, the expectations of this set-up should be aimed either at re-coring a Legacy Company by substitution, or filling a space in the "about to be" new Start-ups.
Remember what happened to the Inventor who sold Battery Technology to a big ICE manufacturer. He "did alright", but the tech was buried.
Thank you for a Quality information on talga!
Glad it was helpful!
Great work! Very convincing!
Hey Jordan,
I may have a further puzzelpiece for batteryday:
Regarding Supercharger V3:
No one seems to see the bigger picture here. On the type label of a V3 is written 1000V DC and 425 Ampere.
V2 has 410V. All current Tesla Vehicles have only 404V max. Voltage! You think what I think?
Currently there is a big Rollout in Europe of V3 Superchargers (Like there was a Rollout of CCS Cabels in Europe before the first Model 3 deliveries! Which only have CCS in Europe)
In one month there is Batteryday as everyone knows 😉
I predict the new Drivetrain/Battery will have at least a 800V to 1000V backbone.
Wait there is more: To charge a Model 3 with 250KW and 404V max. there are 618Ampere needed. I guess the V3 type label underreports like the ones on V2 (410V 270A is only 110KW but they provide 150KW)
So a V3 Supercharger should be able to provide at least 618KW!!!
Newer Tesla Vehicles with Drivetrain of Batteryday should be able to charge extremly fast!
Keep in mind - Elons said about the planed 350KW Taycan charging speed something like: What is this? A mere kids toy?
No one speaks about that! Why? 😉
NIIIIICE! I've been telling people that Maxwell tech could allow for higher charge and discharge rates. If that label is accurate (and why wouldn't it be), then we might be looking at V4 that's already in place. I'm thinking there will be a separate event for this. Probably with the roll out of the cybertruck. 🤔
@@thelimitingfactor Hi again, it's even better! I've found out in the meantime the V3 chargers are able to deliver at least 681Ampere. Because the Model 3 charges at 250kw at a relative low voltage. This is viewable with ScanMyTesla. I guess V3 is is alrady capeable to deliver maybe 1MW.
So new level charging already is in place for Teslas😁 Nice to have a infrastructure, which isn't slowed down by standards. CCS2 standart for example has much lower limits. So with the current chargers, competitors hit a roadblock for higher speeds. 😏
I guess there will be at least a 160kwh battery with 500kw charge rate possible with new technologies of batteryday. With lower inner resistance of the new cells maybe even more chargerate.
Would be happy if you have this in a video 😁
Regards Florian
Amazingly insightful video - I'll echo the sentiment of others here - thank you so much putting in the hard-yards and posting your research.
I would however like to ask a question. Is there a difference in your estimation between the ASX listed stock (TLG.AX) and the international (TLGRF) listing?
This questions also relates to the Novonix listing on ASX (NVX.AX) and International (NVNXF).
Not sure! I got the TLGRF
Commercial feasibility study coming soon.
Nice work on the Vid 👍🏻👊🏻👏🏻👏🏻
Cheers Ray!
Dunno how old that graph is but UK electricity is 233g/KWh in 2020.
Nice video Jordan! Given that ore to battery grade graphite efficiency is around 19% , if Novonix sell the DPMG license for a reasonable price then Talga could increase another 3%, which is a lot given the scale of production quantity. However, Talnode-Si data is not that impressive. It is funny that they compare their 1:01 cell performance with something mediocre just after 300 cycles 90% capacity retention. :D
I think their ore to battery grade graphite ratio is much higher? See the second bullet here and correct me if I'm wrong! www.talgagroup.com/irm/PDF/b20db16e-dabe-4687-aa54-86869bd96f32/Outstandingdetailedfeasibilityresults
Regardless, I'd love to see that DPMG licence out. It would be silly not to...just put a clause in to revoke the licence after about 5-10 years when the competition starts to matter.
Totally! I don't put any stock in anyone's charts, including Novonix. I'd be interested to see what manufacturers are interested in it...I imagine it's for personal electronics rather than vehicles.
@@thelimitingfactor I just used your slides data basically. 100,000 tonnes raw ore --> 19,000 battery grade graphite 19% , if we compare by graphite content of the ore (25.6%) to battery grade graphite then yes, around 74%
@@batterybulletin DUH! Sorry, my brain is cooked. You're right on point, my bad. It's bed time, lol.
@@thelimitingfactor well you deserve a good sleep, after all this hardwork!
Top quality content as always.
Hi Jordan, is there anything new from your site about Talga? They had an Investor Call with new information. Would be great to hear your opinion.
Lovely video as always! Beeing Swedish makes this extra spicy 🇸🇪The big risk for them is polotical because of sapmi protection. Will they be allowed to do all of this?
Your turn to educate me! SAPMI? I don't know what that is, but their mine is approved and they are already building facilities. I know they have a Swedish billionaire backing them...that will be discussed in the video that David Quan will be releasing at 10pm. He does a comparison of Talga vs Novonix.
@@thelimitingfactor en.wikipedia.org/wiki/Sápmi#Swedish_side
@@thelimitingfactor en.wikipedia.org/wiki/S%C3%A1pmi
@@fisfisarenskanal Fascinating!
@@dirkkruisheer Thanks!
When is the 4th installment of this video series supposed to be released?
If you're referring to the natural vs synthetic video about two weeks after this one
the link to this video is in the newsfeed of talga website
Excellent analysis Jordan. Is TLGRF the ticker symbol for Talga?
Yup! They really need to get US listed instead of just OTC.
Thanks Jordon, what’s your take on MP materials?
As always, very informative. I’m surprised Australia is not on the list for Graphite mines 🤔
Hmmmm, good question. Is that graphite used in battery anode, and at what volumes? I've been led to believe that most anode is produced in China by graphite mined in China. That's about as good as guess as I could venture: That graphite from Australia is for a different use case or not at the volumes of the other countries listed. That's just me pulling ideas out of the air though, I'd need to research further.
@@thelimitingfactor you are probably right. I did see somewhere that Australia was producing it but maybe I’m thinking of the synthetic version..?
Super interesting as always
🤜🤛
So...what's the chances of them getting financing from Mitsui?
When I spoke to Mark, he seemed very confident.
@@thelimitingfactor ooooo
Very nice, thanks mate.
Can you please do a video on Syrah Resources?
...if they start doing production of the entire anode
The wait is over :-)
Enjoy!
Great video as always. Been a subscriber for a while now. Can you make a video on Amprius Technologies, a company just recently bought by Tesla? They make Silicon nanowire technology and are claiming extremely high energy densities in their batteries.
It's more blob than wire, lol. I'll be doing an interview next week to clear up some of this hype
The Limiting Factor awesome!!
If solid state batteries are commercial ready in 5 years, will that make graphite anodes a thing of the past? Or am I misunderstanding that?
Good question. Solid state will be the late 2020s before we see gigawatt production...maybe longer for automotive. Solid state can use any type of anode.
I know what to invest in next ;)
Yeah, my order is placed. I want to establish a small position, and as they deliver or if they deliver, I'll expand it.
If anode free battery cells become a thing, what does that do to these companies?
I've spoken many top experts in the field. That's at least a decade away, and it will take years to scale. You'll start seeing anode free cells in a few years, but very small volumes and at high expense. Automotive requires the most and cheapest batteries (besides energy storage).
I'd suggest they get ahead of the curve with R&D which I think Talgas doing, you need to keep scaling your research to survive
@@missmeltmyheart Agreed! This is where their graphene business comes into play 😀
@@thelimitingfactor Thanks for answering this--I had the same question!
I'd like to make you aware that mining in northern Sweden is a bit of a more complex environmental and social thing. I'm not entirely updated on these things, but you should check it out carefully. The town of Kiruna is (as far as I'm aware) being entirely moved because a mine is making the ground unstable. Sami (indigenous people) population and their way of life is also being threatened. This means the mining projects are more than a technical problem, it also affects society.
I haven't done my research, and don't have the time to. But I am automatically sceptical when they are moving whole towns to get their hands on earth materials. It does not sound sustainable, even when if it is powering the electric future (it is in no way guaranteed to).
Yeah so if you are mainly interested in this for supporting a sustainable future I'd do some more research. Might be fine, but I'm just looking at some red flags...
Great insight thanks!
What happens when silicone becomes the anode?
See Shirley interview
in his Novonix Battery Materials video. He shows that Novonix has a potential of 800 million gross profit per year. Compared to Talgo's 118 million gross profit per year.
Yeah, but that's only because Talga hasn't released a production schedule to 2030...which they are working on now with the Niska expansion.
@@thelimitingfactor Do you believe they are on par with each when it comes to the gross profit per year from 2024 and beyond?
@@alexng4 Yes. The only question mark in my mind is how quickly Talga will ramp graphene and how quickly Novonix will ramp cathode.
I think the gross profit estimates for both are conservative.
I'm loading up on Talga at the moment because they are relatively 'cheap' based on net present value. Novonix has a lot of growth baked in.
As always, this is just my opinion. I'll be interviewing the CEO of Talga this week.
The Limiting Factor , if silicon nanowires are introduced will this kill of talga and novonix?
@@jamesstevenson1594 Silicon Nanowires are science fiction at the moment. This was covered in my Shirley Meng interview. She's one of the world's leading battery nanoengineers. The first step is 20-30% silicon...which means the rest is graphite. We won't see this for about 4 years. Then, when it does arrive, it will be around for at least 5 years. After that will be higher ratios of silicon or we might move directly to Li metal anode. In short, massive amounts of graphite will be needed for at least a decade. Probably much longer. Battery tech always takes longer than people think.
Great video. 🙏🙏 May I ask, how does Talga fit with Tesla’s anode free patent potential?
Will battery day give us some guidance perhaps?
Thanks! Anode free patent is neither here nor there in relation to what Tesla uses for its anode...they are unrelated. I'm hoping battery day: A) Tells whether Tesla is using natural or synthetic anode and B) What the impact of the tabless electrode patent was
The Limiting Factor there’s also this that Omar noted on Twitter. Silicon nano tubes anodes.
www.amprius.com/technology/
Have you been following First Graphene [FGR.AX]?? Would love to hear your opinion on them! :)
I've heard a lot about it, but haven't dug into the company yet 😀
@@thelimitingfactor follow up livestream of your research process on TLF2?
@@slomnim The best way to do this is with a TLF video :)
Thank you!
You're welcome, thanks for watching!
Great video thanks
You're welcome Cam!
Jordan, we who are interested in battery tech and all things EV and Tesla seem to hear absolutely nothing about Tesla’s motors. Why is that? Are electric motors commodity items? Every company has the same motors? Isn’t there any differences in power efficiency and output from different motors and drive trains with different component parts? I think this is a topic that has been neglected by everyone and would love it if you can dive into all things electric motors at Tesla at some point. Thanks. RJ
It's on my list. But my list is about a years worth of videos. There needs to be more than one me, lol
There's a lot out there on Tesla motor tech.
Until this month it was definitely the leading design, but there's a new kid on the block.
I think Lucid have a very interesting product, quite possibly with a lineage back to Tesla tech. (Many of the Lucid design team are ex Tesla)
The next month is going to be "enlightening".
Roger Starkey Thanks for the reply. Do you have a couple of links to some motor info? Thanks.
@@RJ_Chicago
Google "tesla motor tech"
Plenty of choice.
Awesome video! What song do you use at the beginning?
🙏 'Homer Said' by Dyalla.... Free music from RUclips for creators
The Limiting Factor It’s so good on 1.25x speed too!
@@nat3llite lol, yeah I talk slow 😀
👍
LMT your awesome
I have both stocks as well
🤜🤛 Thanks Mark!
Why are all these graphite company's listed in Australia yet have operations elsewhere??
Novonix and Talga both listed in Australia wtf
It's a sign for me to invest :)........Heavily!!
They were a gold exploration company in Australia that was going nowhere, they suddenly turn into a graphite company
I see the fact that Talga released your video(a day after you released it), on their OFFICIAL web page, as a red flag :/ What do you Jordan/guys think about that? I have never seen another serious business make such, what appears to me as a somewhat unprofessional move. I love Jordan's videos and I am subscribed to his channel and I hope my comment does not come across as negative. I am just trying to reason rationally and not jump to any emotional conclusions. Your thoughts?
Most companies post media on their website. I'm not here to provide any reassurance...just perplexed. Of course they would post a video that gives a good, unbiased overview of the company. I spoke with both Novonix COO and Talga CEO to give them each a chance to lay out why their companies' are worthwhile endeavours and I backed it up with 3 months of research. The heavy stuff comes in the next video.
Will the graphite be able to be recycled with the battery or will the new battery require new graphite?
Advanced recycling techniques can recover the graphite
Is it possible you will conduct an interview with either talga or novonix?
Yes, when the time is right 😀
I think another Board member on Talga that's being over looked is Terry Stinson! Read this guys qualifications and companies that hes worked for!
www.austmine.com.au/Missions/meet-the-innovator-terry-stinson-how-do-you-grow-a-technology-company-to-500-million-in-sales
Hi have you heard of NDB? Nuclear Diamond Batteries
Yeah, on my list. It might be a while, lol.
The Limiting Factor professor Simon has done a short video yesterday
@@John-hi2yi Cool! Added to the watchlist
I posted this video on a favorite website of mine (Texags.com) when Talga was at .51 per share, the other day it went to 1.23 a share, those guys on the site loved it!
Hey man, did you (your video) push Talga 23% up today?
Lol, I doubt it. Hopefully it gives them a bump. Mark was very generous with his time.
It's up 8% on the ASX as of this morning, reckon it was this video!
@@TheAssaschan LOL, wow, I didn't realise I had the power to move markets. Up 13% now.
SYR.ASX
I've got my eye on this ;)