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- Last 2026-11-06
- A$0.2
- 1D
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- 1M
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- Fair value
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- Mkt cap
- A$102.2M
- EV
- A$91M
- Cash
- A$18.7M
- Debt
- A$0
3 newer ASX announcements not yet reflected in this valuation
- Sept 2026 Quarterly Activities/App 5B Cash Flow ReportLatest Four Activities Reports
- Benchmark London Summit PresentationLatest Operating Presentation
- Annual Report to shareholdersLatest Annual Report
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Sign in or enter a guest codeAnnouncements
Latest 12 of 11All sources ▸- Q4 Investor Presentation and Webinar recordingPresentation
- Quarterly Activities and Appendix 5B for quarter ended 30 June 2026Operations
- Quarterly Activities and Appendix 5B for quarter ended 31 March 2026Operations
- Half Yearly Report and AccountsResults
- Application for quotation of securities - TLGCorporate Action
- Quarterly Activities and Appendix 5B for quarter ended 31 December 2025Financing
- Quarterly Activities and Appendix 5B for quarter ended 30 September 2025Operations
- Talga Group Ltd Annual Report 2025Results
- Vittangi Expansion Interim Scoping Study - ClarificationStudy
- Interim Scoping Study Report shows expansion potentialStudy
- Vittangi Anode Project FEED study delivers strong resultsStudy
Event calendar · next 12 months
6 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| By 30 September 2026 | Remaining Industrial Leap FEED work completion | Study | Company Guided | High | Closes stakeholder, IP and risk packages, informing financeable staged capex. |
| By end September 2026 | Japanese offtake term-sheet target | Economic Arrangement | Company Guided | High | Tests conversion of three non-binding customer and strategic-investment frameworks. |
| By end December 2026 | Japanese definitive agreement target | Economic Arrangement | Company Guided | High | Binding volume, pricing and strategic capital terms would change financing odds. |
| During 2027, subject to FID | Commercial anode plant construction start target | Construction Or Commissioning | Company Guided | High | Requires binding customer demand and a financeable staged capital stack. |
| By April 2027 | EAS Batteries binding term-sheet target | Economic Arrangement | Company Guided | Medium | Tests whether qualification becomes a binding German customer commitment. |
| By July 2027 | EAS Batteries definitive supply agreement target | Economic Arrangement | Company Guided | High | Potential five-year agreement could clarify EUR pricing, volume and funding support. |
Executive roster
As of 2026-09-26Background checks ▸Annual report, March half-year accounts and July/August 2026 issuer releases identify these executive directors, CEO, named technical executive and secretary. Department-level management beyond those names is not established by dated pre-cutoff material.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| Mark Thompson | Managing Director | Executive Director | — | Talga Group Ltd Annual Report 2025 · Quarterly Activities and Appendix 5B for quarter ended 30 June 2026 |
| Martin Phillips | Group Chief Executive Officer | Chief Executive | 2024-02-01 | Talga Group Ltd Annual Report 2025 · Quarterly Activities and Appendix 5B for quarter ended 30 June 2026 |
| Anna Motta | Chief Technical Officer | Senior Management | — | Quarterly Activities and Appendix 5B for quarter ended 30 June 2026 |
| Dean Scarparolo | Company Secretary | Company Secretary | 2015-02-01 | Talga Group Ltd Annual Report 2025 · Q4 Investor Presentation and Webinar recording |
devCoverage status: Partial
Portfolio detail
Assets
Core asset
Vittangi Anode Project
Sweden
DFS Unfunded Developer100% ownedGraphite
Permitted integrated graphite mine and Lulea active-anode platform. Demonstration plant commercial deliveries have begun, but the staged 5,000 tpa plant remains pre-FID and the full project capital stack is incomplete.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Published study economicsIssuer or study metrics
Initial capex€560MPublished capital estimate
Initial capex€527.7MPublished capital estimate
Operating cost134EUR/t ore
Initial capex€1.1BPublished capital estimate
Operating cost119EUR/t ore
AACE Class 3 FEED capital excluding EUR39 million contingency; no refreshed NPV or IRR was disclosed.
Preliminary 0.6 Mtpa mining and processing case at plus or minus 50 percent accuracy, excluding contingency and owners costs.
Preliminary 2.0 Mtpa mining and processing case at plus or minus 50 percent accuracy, excluding contingency and owners costs.
Resources & reserves3
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated | 26.7M t ore | 24.3% graphitic carbon | Graphite | 2025-06-30 |
| Mineral Resource | Inferred | 8.3M t ore | 22.1% graphitic carbon | Graphite | 2025-06-30 |
| Ore Reserve | Probable | 2.3M t ore | 24.1% graphitic carbon | Graphite | 2025-06-30 |
Tenements8
Milestones7
- Complete remaining stakeholder, IP and risk FEED work
Pending · High materiality
- Target conditional Japanese offtake term sheets
Pending · High materiality
- Target definitive Japanese offtake agreements
Pending · High materiality
- Final investment decision after offtakes and capital stack
Pending · High materiality
- Target start of commercial-scale plant construction
Pending · High materiality
- Target EAS binding term sheet
Pending · Medium materiality
- Target EAS definitive supply agreement
Pending · High materiality
Permits & approvals4
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Nunasvaara South Environmental Permit | Sweden | Granted | — | No |
| Nunasvaara South Exploitation Concession | Sweden | Granted | — | No |
| Nunasvaara South Detailed Plan | Sweden | Granted | — | No |
| Lulea Anode Refinery Environmental Permit | Sweden | Granted | — | No |
Economic studies3
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| Vittangi Anode Project Detailed Feasibility Study | DFS | Reaffirmed | 2021-07-01 | Initial integrated 19,500 tpa design; later issuer documents state material production assumptions continue to apply, subject to the 2024 FEED capex update. |
| Vittangi Anode Project FEED Study | Feed | Current | 2024-04-15 | AACE Class 3 design for 19,500 tpa with EUR560 million capital excluding EUR39 million contingency. |
| Vittangi Expansion Interim Scoping Study | Scoping Study | Current | 2024-06-11 | Preliminary underground expansion mining study at plus or minus 50 percent accuracy; downstream integration and further study remain required. |
Other
Aero Project
Sweden
Early Explorer100% ownedLithiumRare EarthsOthers
100% owned again after the conditional SQM Aero lithium earn-in was mutually terminated in January 2026; lithium exploration remains pre-resource and partner discussions are uncommitted.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Tenements5
Other
Jalkunen Graphite Project
Sweden
Resource Stage100% ownedGraphite
Historical resource-stage graphite project without a current reserve, economic study or development plan.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Inferred | 31.5M t ore | 14.9% graphitic carbon | Graphite | 2025-06-30 |
Tenements2
Other
Raitajarvi Graphite Project
Sweden
Resource Stage100% ownedGraphite
Historical JORC 2004 graphite resource without a current reserve, study or development plan.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Resources & reserves2
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Indicated | 3.4M t ore | 7.3% graphitic carbon | Graphite | 2025-06-30 |
| Mineral Resource | Inferred | 900K t ore | 6.4% graphitic carbon | Graphite | 2025-06-30 |
Tenements2
Other
Kiskama Copper-Cobalt Project
Sweden
Divested0% ownedCopperCobalt
The Kiskama exploration tenement expired after 15 years and was not renewed due to limited development outlook; the historical resource is retained only as evidence and assigned no value.
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Inferred historical | 7.7M t ore | 0.25% copper and 0.04% cobalt (0.36% CuEq) | Copper · Cobalt | 2025-06-30 |
Tenements1
Other
Vittangi Iron Project
Sweden
Resource Stage100% ownedIron Ore
Historical iron resource in the wider Vittangi area. The 2025 annual review reduced the resource after one tenement expired; no current study, reserve or development priority is disclosed.
Project location
Site imagery
Association needs review before imagery can be linked to this project.
Resources & reserves1
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | Inferred | 46.1M t ore | 28.7% iron | Iron Ore | 2025-06-30 |
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
Near-term FEED and pre-construction liquidity is finite and materially restricted. The EUR150 million EIB approval and EUR70 million EU grant are conditional and undrawn, so they are not treated as available facilities or cash at the company date. September non-binding LOIs have no immediate committed proceeds.
Capital structure
Ownership and dilution
- Ordinary shares
- 510.9M
- Fully diluted
- 552.8M
The 5 March 2026 Appendix 2A gives 510,926,796 ordinary shares and exact unquoted classes. The June 2026 quarterly report reaffirms 510.9 million quoted shares and reports 41.76 million aggregate options and rights, broadly consistent with the 41,845,924 exact March securities. Fully diluted shares add every reported option and performance right without assuming exercise proceeds. August 2026 notices refer to unquoted securities, but no evidence of a change in quoted ordinary shares was identified in the reviewed issuer releases by the cutoff.
Security classes6
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| Quoted ordinary fully paid shares | Ordinary Share | 510.9M | — | — |
| Unquoted options exercisable at A$0.58 | Option | 26.6M | A$0.58 | 2028-02-11 |
| Unquoted options exercisable at A$0.58 | Option | 8.3M | A$0.58 | 2027-05-29 |
| Unquoted options exercisable at A$1.00 | Option | 2M | A$1 | 2028-10-31 |
| Unquoted options exercisable at A$1.00 | Option | 4.5M | A$1 | 2028-11-21 |
| Unquoted performance rights | Performance Right | 500K | — | — |
KPI history
Operating metrics · Vittangi Anode Project
| Metric | Unit | Trend | Q3 FY2026 | Q4 FY2026 |
|---|---|---|---|---|
| Revenue | AUD customer receipts | 57,000 | 51,000 |
Operating metric source table2
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Revenue | Vittangi Anode Project | Q3 FY2026 | Quarter | 57,000 AUD customer receipts | Reported |
| Revenue | Vittangi Anode Project | Q4 FY2026 | Quarter | 51,000 AUD customer receipts | Reported |
Company guidance3
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Industrial Leap First Stage Anode Capacity | vittangi_anode_project | target production 2027-2028 | 5,000 | 5,000 tpa | Current |
| Full Scale Anode Capacity | vittangi_anode_project | target production 2028-2029 | 19,500 | 19,500 tpa | Current |
| Commercial Scale Plant Construction Start | vittangi_anode_project | subject to final investment decision | 2,027 | 2,027 calendar year | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-03-04Ann. 2026-03-05 | Raising | A$166K | 414.9K | — | Completed | — |
| 2026-01-30 | Raising | A$7.3M | 17.7M | — | Completed | — |
| 2025-12-31Ann. 2025-12-10 | Raising | A$14.5M | 35.4M | — | Completed | — |
Contracts and ownership
Material economic arrangements These are deals that can affect sales, costs, funding or ownership. An arrangement marked “Included in valuation” may already be built into a project estimate or the bridge to shareholder value. A separate amount is shown only when one can be estimated; do not add it again.
Latest annual baseline, later quarterlies and original material contractual announcements reviewed; undisclosed customer prices and financing conditions limit full economic quantification.
Binding offtake with commercial deliveries begun; milestone-linked and renegotiable if expected volumes are missed.
Offtake · Active- Counterparties
- Nyobolt
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Benefit
- Period
- 2025-05-13 to 2029-05-13
- Key terms
- Initial volume: 3,000 t Talnode-C
Price: fixed but undisclosed
How it affects our valuation
No valuation treatment is available for this arrangement.
Recycled graphite supply MoU and REMADE collaboration; no binding volume or price supported.
Strategic Partnership · Announced- Counterparties
- Altilium
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Mixed
- Period
- From 2025-02-27; no end date stated
- Key terms
- Proposed maximum: 16,000 t recycled graphite
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding recycled graphite framework, following pilot purity tests; prospective deliveries from 2028.
Strategic Partnership · Conditional- Counterparties
- Aurubis AG
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Mixed
- Period
- From 2025-09-24; no end date stated
- Key terms
- Indicative maximum annual feedstock: 10,000 t recycled graphite
How it affects our valuation
No valuation treatment is available for this arrangement.
Aero earn-in mutually terminated after Swedish clearance delay caused conditions precedent to fail; no SQM interest is counted.
Earn In · Terminated- Counterparties
- SQM
- Applies to
- Aero Project · Lithium
- Economic direction
- Mixed
- Period
- From 2024-06-21; no end date stated
- Key terms
- Former maximum interest: 70 percent
How it affects our valuation
This arrangement has ended; no current valuation treatment is required.
Joint development and qualification for fast-charge cells; no volume or price disclosed.
Strategic Partnership · Active- Counterparties
- V4Smart
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Benefit
- Period
- From 2026-01-19; no end date stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding Japanese anode supply LOI; term sheet targeted September and definitive agreement December 2026.
Offtake · Announced- Counterparties
- Mitsubishi Chemical Corporation
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Benefit
- Period
- From 2026-07-06; no end date stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding Japanese anode supply LOI; volumes and commercial terms not final.
Offtake · Announced- Counterparties
- Dainen Materials
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Benefit
- Period
- From 2026-07-16; no end date stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding framework for long-term anode offtake and possible project-level investment; ownership and funding terms unagreed.
Strategic Partnership · Announced- Counterparties
- Hanwa Co., Ltd.
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Mixed
- Period
- From 2026-07-27; no end date stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding workstreams for recycled feedstock, blended anodes and potential low-carbon power; indicative volumes are not committed economics.
Strategic Partnership · Announced- Counterparties
- Fortum Battery Recycling
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Mixed
- Period
- 2026-09-14 to 2033-12-31
- Key terms
- Indicative supply start: 400 t recycled graphite in 2029
Indicative later volume: 10,000 tpa by 2034
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding qualification and potential five-year supply LOI with April/July 2027 negotiation milestones.
Offtake · Announced- Counterparties
- EAS Batteries GmbH
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Benefit
- Period
- From 2026-09-16; no end date stated
- Key terms
- Prospective supply term: 5 years
Proposed pricing currency: EUR
How it affects our valuation
No valuation treatment is available for this arrangement.
Conditional award for Luleå refinery; no undrawn amount included in available corporate cash or bridge.
Other · Conditional- Counterparties
- European Union Innovation Fund
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Benefit
- Period
- From 2025-01-01; no end date stated
- Key terms
- Awarded grant: 70,000,000 EUR
How it affects our valuation
No valuation treatment is available for this arrangement.
Industrial Leap grant partly funded the first-stage FEED work; the unspent restricted balance is excluded from freely available cash in the equity bridge.
Other · Active- Counterparties
- Swedish Energy Agency
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Mixed
- Period
- From 2025-10-15; no end date stated
- Key terms
- Awarded FEED grant: 13,350,000 AUD
Restricted remainder at 30 June 2026: 7,460,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
Financing pathway only; project debt has not been drawn and is not counted as a current facility.
Other · Conditional- Counterparties
- European Investment Bank
- Applies to
- Vittangi Anode Project · Graphite
- Economic direction
- Mixed
- Period
- From 2023-06-20; no end date stated
- Key terms
- Board-approved proposed debt: 150,000,000 EUR
How it affects our valuation
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
Valuation
Bear, base and bull values, investment cases, project valuations and the equity bridge are available to subscribers.
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Sensitivity lab
Sensitivity lab
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Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
The reviewed public record supports role-relevant professional experience for the current team, but mostly through issuer or professional profiles. Individual contribution, exact prior-role dates and several credentials remain unverified. Engineering, project execution and carbon-materials R&D experience map to Talga’s Swedish graphite-to-anode development; delivered commercial-scale project outcomes remain unproven at the cutoff.
Decision-relevant facts
Material summary
Mark Thompson
Managing Director
Personal SuccessIssuer Reported · Medium materiality
Relevant professional experience
Founder of Talga; previously founded and served on Catalyst Metals board; NED of Gibb River Diamonds (2012–2020), and current NED/chair positions at Accelerate Resources and Kaoko Metals.
Individual involvement documented · The cited profile describes the person’s roles and involvement; outcome attribution is limited to what it explicitly states.
Board and Management · Mark Thompson profile; career/role section
Role FitAnalyst Inference · Medium materiality
Role fit and evidence limits
Engineering, project execution and carbon-materials R&D experience map to Talga’s Swedish graphite-to-anode development; delivered commercial-scale project outcomes remain unproven at the cutoff.
Responsibility not applicable · This is an analytical inference from the cited career profile and the company’s stated stage; it does not claim personal causation of company outcomes.
Board and Management · Mark Thompson profile; career/role section
Personal SuccessIssuer Reported · Medium materiality
Founder background and concurrent board interests
Talga’s current board profile describes Thompson as the company’s founder, with more than 35 years in geoscience/minerals and memberships in AIG, SEG and Society of Vertebrate Paleontology. It records prior Catalyst Metals founding/board involvement and Gibb River Diamonds board service; at the 9 October 2026 cutoff it also lists him as a non-executive director of Accelerate Resources and non-executive chair of Kaoko Metals. This undated web profile is evidence of the company’s stated current description, not dated proof of when each appointment began.
Individual involvement documented · The issuer identifies founder roles, professional memberships and outside board appointments; no independent evidence of sole credit for Catalyst or company outcomes is implied.
Board and Management · Mark Thompson profile; background, memberships and outside boards
LegalDocumented · Medium materiality
Environmental permit appeal rejected; separate land designation appeal remained
The Swedish Land and Environment Court granted Talga AB environmental and Natura 2000 permits for Nunasvaara South in April 2023 after assessing impacts on reindeer husbandry, water, species and Natura 2000; it set 24 final and one provisional condition. The Court of Appeal refused leave for the 2023 appeals in August 2023, so that permit remained in force. A separate land designation dispute was still active in December 2025, when Sveriges Radio reported that Talga and Talma Sami community both appealed the land designation decision. These are permitting and land-use proceedings, not findings of misconduct.
Role overlaps event; causation unproven · The evidence concerns Talga AB project approvals and stakeholder appeals during management tenure; it does not connect either executive to any legal breach.
Talga AB får tillstånd till grafitgruva vid Nunasvaara i Kiruna kommun (M 1573-20) · Umeå District Court judgment summary; scope, impacts, conditions and third-party submissions
Vittangi Mine Permit Appeals Rejected · Appeal decision update; leave refused, underlying permit stands
Ny domstolsprövning om planerad grafitgruva · Separate land-designation appeal status, 30 December 2025
Evidence gaps · 2
- Exact dates for prior roles and independent confirmation of profile claims were unavailable in the reviewed materials.
- The environmental permit appeal was refused in 2023, but the separate land designation challenge reported in December 2025 had no later disposition located by the 9 October 2026 cutoff. These records identify project permitting/stakeholder issues only, not executive misconduct.
Martin Phillips
Group Chief Executive Officer
Personal SuccessIssuer Reported · Medium materiality
Relevant professional experience
Early engineering/commercial roles at MIM and Iluka; built and managed offshore smelting operations and growth strategies.
Individual involvement documented · The cited profile describes the person’s roles and involvement; outcome attribution is limited to what it explicitly states.
Board and Management · Martin Phillips profile; career/role section
Role FitAnalyst Inference · Medium materiality
Role fit and evidence limits
Engineering, project execution and carbon-materials R&D experience map to Talga’s Swedish graphite-to-anode development; delivered commercial-scale project outcomes remain unproven at the cutoff.
Responsibility not applicable · This is an analytical inference from the cited career profile and the company’s stated stage; it does not claim personal causation of company outcomes.
Board and Management · Martin Phillips profile; career/role section
Personal SuccessIssuer Reported · Medium materiality
Engineering and finance education with operations experience
Talga’s current leadership profile reports more than 25 years in metals/mining, earlier engineering and commercial roles at MIM and Iluka, construction and management of offshore smelting operations, a Bachelor of Chemical Engineering (Honours), a Graduate Diploma in Applied Finance and Investment, and memberships of AICD and AusIMM. The profile does not give exact dates or identify the smelting assets built.
Individual involvement documented · Issuer profile describes career and credentials; contribution to past operations is stated broadly, without named project-level metrics.
Board and Management · Martin Phillips profile; career, degrees and memberships
LegalDocumented · Medium materiality
Environmental permit appeal rejected; separate land designation appeal remained
The Swedish Land and Environment Court granted Talga AB environmental and Natura 2000 permits for Nunasvaara South in April 2023 after assessing impacts on reindeer husbandry, water, species and Natura 2000; it set 24 final and one provisional condition. The Court of Appeal refused leave for the 2023 appeals in August 2023, so that permit remained in force. A separate land designation dispute was still active in December 2025, when Sveriges Radio reported that Talga and Talma Sami community both appealed the land designation decision. These are permitting and land-use proceedings, not findings of misconduct.
Role overlaps event; causation unproven · The evidence concerns Talga AB project approvals and stakeholder appeals during management tenure; it does not connect either executive to any legal breach.
Talga AB får tillstånd till grafitgruva vid Nunasvaara i Kiruna kommun (M 1573-20) · Umeå District Court judgment summary; scope, impacts, conditions and third-party submissions
Vittangi Mine Permit Appeals Rejected · Appeal decision update; leave refused, underlying permit stands
Ny domstolsprövning om planerad grafitgruva · Separate land-designation appeal status, 30 December 2025
Evidence gaps · 2
- Exact dates for prior roles and independent confirmation of profile claims were unavailable in the reviewed materials.
- The environmental permit appeal was refused in 2023, but the separate land designation challenge reported in December 2025 had no later disposition located by the 9 October 2026 cutoff. These records identify project permitting/stakeholder issues only, not executive misconduct.
Anna Motta
Chief Technical Officer
Personal SuccessIssuer Reported · Medium materiality
Relevant professional experience
Former research-program manager at Cambridge Graphene Centre; prior science/management roles at Finland’s National Research Centre and University of Cambridge.
Individual involvement documented · The cited profile describes the person’s roles and involvement; outcome attribution is limited to what it explicitly states.
Board and Management · Anna Motta profile; career/role section
Role FitAnalyst Inference · Medium materiality
Role fit and evidence limits
Engineering, project execution and carbon-materials R&D experience map to Talga’s Swedish graphite-to-anode development; delivered commercial-scale project outcomes remain unproven at the cutoff.
Responsibility not applicable · This is an analytical inference from the cited career profile and the company’s stated stage; it does not claim personal causation of company outcomes.
Board and Management · Anna Motta profile; career/role section
Personal SuccessIssuer Reported · Medium materiality
PhD chemist leading Talga technology and advanced materials
A dated December 2023 issuer announcement appointed Anna Motta group CTO and identifies her as holding a PhD in inorganic chemistry with over 20 years of experience. It says she had led Talga’s technology and materials division for several years and assumed responsibility for quality assurance and intellectual-property programs. Talga’s current profile describes prior research-program management at the Cambridge Graphene Centre and science/management positions at Finland’s National Research Centre and Cambridge.
Individual involvement documented · Appointment and responsibilities are directly documented by the issuer; research achievements are described generally without independent outcome metrics.
Talga strengthens European leadership structure · Appointment and qualifications, dated 22 December 2023
Board and Management · Anna Motta profile; prior roles and responsibilities
Evidence gaps · 1
- Exact dates for prior roles and independent confirmation of profile claims were unavailable in the reviewed materials.
Dean Scarparolo
Company Secretary
Personal SuccessIssuer Reported · Medium materiality
Relevant professional experience
Long-serving company secretary; finance-department and listed-resource-company experience across exploration, development and operations.
Individual involvement documented · The cited profile describes the person’s roles and involvement; outcome attribution is limited to what it explicitly states.
Board and Management · Company Secretary profile; career/role section
Role FitAnalyst Inference · Medium materiality
Role fit and evidence limits
Engineering, project execution and carbon-materials R&D experience map to Talga’s Swedish graphite-to-anode development; delivered commercial-scale project outcomes remain unproven at the cutoff.
Responsibility not applicable · This is an analytical inference from the cited career profile and the company’s stated stage; it does not claim personal causation of company outcomes.
Board and Management · Company Secretary profile; career/role section
Evidence gaps · 1
- Exact dates for prior roles and independent confirmation of profile claims were unavailable in the reviewed materials.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2025-09-19 · 455,911,352 issued shares
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 7.11% | 32,399,153 | |
| 2 | 5.36% | 24,457,816 | |
| 3 | 5.27% | 24,020,621 | |
| 4 | 2.96% | 13,475,335 | |
| 5 | 2.86% | 13,038,036 | |
| 6 | 2.68% | 12,228,060 | |
| 7 | 2.42% | 11,040,775 | |
| 8 | 1.97% | 8,985,626 | |
| 9 | 1.78% | 8,100,000 | |
| 10 | 1.21% | 5,500,000 | |
| 11 | 1.16% | 5,268,749 | |
| 12 | 0.90% | 4,088,948 | |
| 13 | 0.84% | 3,811,886 | |
| 14 | 0.63% | 2,870,042 | |
| 15 | 0.53% | 2,412,000 | |
| 16 | 0.48% | 2,200,000 | |
| 17 | 0.48% | 2,200,000 | |
| 18 | 0.45% | 2,072,000 | |
| 19 | 0.45% | 2,046,000 | |
| 20 | 0.40% | 1,825,000 |
Disclosed substantial holders
Latest reviewed disclosure for each holder or reporting group
| Investor / reported group | Disclosed holding | Holding at |
|---|---|---|
| 7.22%Voting power | 2025-05-29 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- No top-20 registered-account list later than 19 September 2025 was located; the December 2025 placement/SPP and later capital activity mean the register should be treated as a historical snapshot.
- UBS Group AG’s 7.22% voting-power disclosure is dated 29 May 2025; no later TLG substantial-holder filing was located in the local manifest through 1 October 2026, and later issued capital dilutes that historical percentage.
Sources
- Talga Group Ltd Annual Report 2025
Talga Group Ltd / ASX · Published 2025-10-15 · Accessed 2026-10-09
States 455,911,352 quoted ordinary shares as at 19 September 2025 and provides the complete top-20 list; the Lateral Minerals percentage is internally inconsistent with the stated shares and denominator.
Local file downloads/TLG/2025/2025-10-15_Talga Group Ltd Annual Report 2025.pdf, PDF pp. 60–61; Additional shareholder information and 20 largest shareholders table.
- Change in substantial holding
UBS Group AG / ASX · Published 2025-06-02 · Accessed 2026-10-09
Reports UBS Group AG and related bodies corporate at 32,805,512 votes and 7.22% voting power following a change on 29 May 2025.
Local file downloads/TLG/2025/2025-06-02_Change in substantial holding_4e9ba2cab1e36d12.pdf, Form 604 pp. 1–2; sections 1–4 and Appendix B.
- Talga Group Successfully Raises A$14.5 million
Talga Group Ltd / ASX · Published 2025-12-10 · Accessed 2026-10-09
Announces a placement of approximately 35.4 million new shares and a separate share purchase plan after the shareholder-register measurement date.
Local file downloads/TLG/2025/2025-12-10_Talga Group Successfully Raises A$14.5 million_5774ef7a3ed7e3da.pdf, release pp. 1–2.
Disclosed activity
Insider transactions
Trading activity9 buys · 0 sells shownNet cash last 12 months A$60.0kShow chartHide chart
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2026-02-11 | Terry Stinson
Details & evidence for Terry Stinson on 2026-02-11Terry Stinson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Options issued on participation in share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | GrantUnlisted options (A$0.58; expiry 2028-02-11) | 24,390 | —Non Cash | — | — |
| 2026-02-11 | Mark Thompson
Details & evidence for Mark Thompson on 2026-02-11Mark Thompson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Options issued on participation in share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | GrantUnlisted options (A$0.58; expiry 2028-02-11) | 36,586 | —Non Cash | — | — |
| 2026-02-11 | Grant Mooney
Details & evidence for Grant Mooney on 2026-02-11Grant Mooney disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Options issued on participation in share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | GrantUnlisted options (A$0.58; expiry 2028-02-11) | 12,195 | —Non Cash | — | — |
| 2026-01-30 | Terry Stinson
Details & evidence for Terry Stinson on 2026-01-30Terry Stinson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Issue of shares as a result of participation in share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 48,780 | AUD 19,999.80 | AUD 0.41Disclosed price | — |
| 2026-01-30 | Mark Thompson
Details & evidence for Mark Thompson on 2026-01-30Mark Thompson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Issue of shares as a result of participation in share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 73,171 | AUD 30,000.11 | AUD 0.41Disclosed price | — |
| 2026-01-30 | Grant Mooney
Details & evidence for Grant Mooney on 2026-01-30Grant Mooney disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Issue of shares as a result of participation in share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 24,390 | AUD 9,999.90 | AUD 0.41Disclosed price | — |
| 2025-11-21 | Terry Stinson
Details & evidence for Terry Stinson on 2025-11-21Terry Stinson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Options issued as approved at 20 November 2025 AGM
director · Start not disclosed Change of Director's Interest Notice ↗ | GrantUnlisted options (A$1.00; expiry 2028-11-21) | 750,000 | —Non Cash | — | — |
| 2025-11-21 | Mark Thompson
Details & evidence for Mark Thompson on 2025-11-21Mark Thompson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Options issued as approved at 20 November 2025 AGM
director · Start not disclosed Change of Director's Interest Notice ↗ | GrantUnlisted options (A$1.00; expiry 2028-11-21) | 750,000 | —Non Cash | — | — |
| 2025-11-21 | Grant Mooney
Details & evidence for Grant Mooney on 2025-11-21Grant Mooney disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Options issued as approved at 20 November 2025 AGM
director · Start not disclosed Change of Director's Interest Notice ↗ | GrantUnlisted options (A$1.00; expiry 2028-11-21) | 750,000 | —Non Cash | — | — |
| 2025-11-21 | Eva Nordmark
Details & evidence for Eva Nordmark on 2025-11-21Eva Nordmark disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Options issued as approved at 20 November 2025 AGM
director · Start not disclosed Change of Director's Interest Notice ↗ | GrantUnlisted options (A$1.00; expiry 2028-11-21) | 750,000 | —Non Cash | — | — |
| 2025-09-15 | Terry Stinson
Details & evidence for Terry Stinson on 2025-09-15Terry Stinson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Lapse of unexercised unlisted options
director · Start not disclosed Change of Director's Interest Notice ↗ | ExpiryUnlisted options | 25,922 | —Non Cash | — | — |
| 2025-09-15 | Mark Thompson
Details & evidence for Mark Thompson on 2025-09-15Mark Thompson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Lapse of unexercised unlisted options
director · Start not disclosed Change of Director's Interest Notice ↗ | ExpiryUnlisted options | 1,415,910 | —Non Cash | — | — |
| 2025-09-15 | Mark Thompson
Details & evidence for Mark Thompson on 2025-09-15Mark Thompson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Lapse of unexercised unlisted options
director · Start not disclosed Change of Director's Interest Notice ↗ | ExpiryUnlisted options | 195,096 | —Non Cash | — | — |
| 2025-07-10 | Terry Stinson
Details & evidence for Terry Stinson on 2025-07-10Terry Stinson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Placement shares with attaching options
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 25,000 | AUD 10,000.00 | AUD 0.4Calculated average | — |
| 2025-07-10 | Mark Thompson
Details & evidence for Mark Thompson on 2025-07-10Mark Thompson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Placement shares with attaching options
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 150,000 | AUD 60,000.00 | AUD 0.4Calculated average | — |
| 2025-07-10 | Grant Mooney
Details & evidence for Grant Mooney on 2025-07-10Grant Mooney disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Placement shares with attaching options
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 25,000 | AUD 10,000.00 | AUD 0.4Calculated average | — |
| 2024-09-13 | Terry Stinson
Details & evidence for Terry Stinson on 2024-09-13Terry Stinson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Issue of shareholder options as result of 1 for 8 shareholder loyalty offer
director · Start not disclosed Change of Director's Interest Notice ↗ | GrantShareholder options | 25,922 | —Non Cash | — | — |
| 2023-12-04 | Terry Stinson
Details & evidence for Terry Stinson on 2023-12-04Terry Stinson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Acquisition of securities under share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 30,000 | AUD 30,000.00 | AUD 1Calculated average | — |
| 2023-12-04 | Stephen John Lowe
Details & evidence for Stephen John Lowe on 2023-12-04Stephen John Lowe disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Acquisition of securities under share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 30,000 | AUD 30,000.00 | AUD 1Calculated average | — |
| 2023-12-04 | Mark Thompson
Details & evidence for Mark Thompson on 2023-12-04Mark Thompson disclosed a indirect interest; filing describes the associated account/control relationship. As disclosed: Acquisition of securities under share purchase plan
director · Start not disclosed Change of Director's Interest Notice ↗ | SubscriptionOrdinary shares | 30,000 | AUD 30,000.00 | AUD 1Calculated average | — |
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Narrative and provenance
Research & Sources
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Sign in or enter a guest codeChronological evidenceSource-document inventory19 documents
TLG ASX daily close on 25 September 2026Market Data · HighExtracted
Latest eligible local ASX close selected by miners.reference_price for the valuation date.
- Document ID
- doc.market-price.2026-09-25
- Published UTC
- 2026-09-25T06:00:00Z
- Projects
- —
- Commodities
- —
Talga signs anode supply LOI with EAS BatteriesEconomic Arrangement · HighExtracted
Non-binding EAS anode qualification and potential five-year supply framework; price and volume are unagreed.
- Document ID
- doc.eas.2026-09-16
- Published UTC
- 2026-09-15T22:58:00Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Talga and Fortum strategic graphite MoUEconomic Arrangement · MediumExtracted
Non-binding framework to assess recovered-graphite feedstock, blended anode products, and potential energy supply; indicative supply extends well beyond the 12-month event horizon.
- Document ID
- doc.fortum.2026-09-14
- Published UTC
- 2026-09-13T22:17:00Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Q4 Investor Presentation and Webinar recordingPresentation · MediumExtracted
Q4 presentation updated commercial programs, Japanese LOIs, FEED review, funding outreach and the permitted project pathway.
- Document ID
- doc.presentation.2026-08-04
- Published UTC
- 2026-08-04T04:54:09Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Quarterly Activities and Appendix 5B for quarter ended 30 June 2026Operations · HighExtracted
Latest quarterly report records first commercial Nyobolt deliveries, completed technical FEED work packages, funding progress and June liquidity.
- Document ID
- doc.quarterly.2026-06-30
- Published UTC
- 2026-07-30T09:20:16Z
- Projects
- vittangi_anode_project · aero_critical_minerals · jalkunen_graphite · raitajarvi_graphite
- Commodities
- graphite · lithium · rare_earths · others
FYQ3 Investor Webinar PresentationPresentation · MediumExtracted
Investor presentation described the 5,000 tpa staged pathway, qualification pipeline, funding strategy and resource inventory.
- Document ID
- doc.presentation.2026-05-15
- Published UTC
- 2026-05-15T08:32:19Z
- Projects
- vittangi_anode_project · aero_critical_minerals
- Commodities
- graphite · lithium · rare_earths · others
Quarterly Activities and Appendix 5B for quarter ended 31 March 2026Operations · HighExtracted
Quarterly report covered staged FEED, permitting, Aero exploration, Kiskama expiry, liquidity and capital structure.
- Document ID
- doc.quarterly.2026-03-31
- Published UTC
- 2026-04-29T09:17:45Z
- Projects
- vittangi_anode_project · aero_critical_minerals · kiskama_copper_cobalt
- Commodities
- graphite · lithium · copper · cobalt · rare_earths · others
Half Yearly Report and AccountsResults · HighExtracted
Half-year accounts report cash, restricted grant funds, issued capital, project progress and material going-concern uncertainty.
- Document ID
- doc.half-year.2025-12-31
- Published UTC
- 2026-03-12T08:07:31Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Application for quotation of securities - TLGCorporate Action · HighExtracted
Appendix 2A records 414,897 non-cash shares issued for land access and the post-quotation capital structure.
- Document ID
- doc.capital.2026-03-05
- Published UTC
- 2026-03-05T07:35:57Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Quarterly Activities and Appendix 5B for quarter ended 31 December 2025Financing · HighExtracted
Quarterly report documented the staged 5,000 tpa FEED, equity raising, restricted grant funding and permitting progress.
- Document ID
- doc.quarterly.2025-12-31
- Published UTC
- 2026-01-30T03:26:00Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Quarterly Activities and Appendix 5B for quarter ended 30 September 2025Operations · HighExtracted
Quarterly report covered customer validation, Talnode-R launch, grant support, capital structure and liquidity.
- Document ID
- doc.quarterly.2025-09-30
- Published UTC
- 2025-10-30T02:11:34Z
- Projects
- vittangi_anode_project · aero_critical_minerals
- Commodities
- graphite · lithium · others
Talga Group Ltd Annual Report 2025Results · HighExtracted
Audited annual report provides financial statements, resource and reserve inventory, permits, tenements and going-concern disclosures.
- Document ID
- doc.annual-report.2025
- Published UTC
- 2025-10-15T01:36:35Z
- Projects
- vittangi_anode_project · jalkunen_graphite · raitajarvi_graphite · kiskama_copper_cobalt · vittangi_iron · aero_critical_minerals
- Commodities
- graphite · lithium · copper · cobalt · iron_ore · rare_earths · others
Aurubis recycled graphite supply frameworkEconomic Arrangement · MediumExtracted
Non-binding recycled graphite supply framework after successful pilot testing; definitive contracts required.
- Document ID
- doc.aurubis.2025-09-24
- Published UTC
- 2025-09-23T23:00:00Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Binding Vittangi anode offtake with NyoboltEconomic Arrangement · HighExtracted
Binding fixed-price Talnode-C offtake totals approximately 3,000 tonnes over an initial four years, conditional on commercial production milestones; the price is confidential.
- Document ID
- doc.nyobolt.2025-05-14
- Published UTC
- 2025-05-13T22:17:00Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Altilium recycled graphite MoUEconomic Arrangement · MediumExtracted
Non-binding proposed recycled graphite feedstock supply for Talnode-R.
- Document ID
- doc.altilium.2025-02-27
- Published UTC
- 2025-02-27T01:00:00Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
SQM Aero lithium earn-in agreementEconomic Arrangement · HighExtracted
Historical conditional earn-in, subsequently mutually terminated in January 2026.
- Document ID
- doc.sqm.2024-06-21
- Published UTC
- 2024-06-20T22:00:00Z
- Projects
- aero_critical_minerals
- Commodities
- lithium
Vittangi Expansion Interim Scoping Study - ClarificationStudy · HighExtracted
Clarification restated the preliminary expansion study and quantified maximum early-life Inferred resource proportions.
- Document ID
- doc.scoping-clarification.2024-06-11
- Published UTC
- 2024-06-11T07:22:54Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Interim Scoping Study Report shows expansion potentialStudy · HighExtracted
Preliminary underground mining study evaluated 0.6, 1.0 and 2.0 Mtpa expansion cases at plus or minus 50 percent accuracy.
- Document ID
- doc.scoping.2024-05-31
- Published UTC
- 2024-05-30T22:19:12Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Vittangi Anode Project FEED study delivers strong resultsStudy · HighExtracted
AACE Class 3 FEED refined the integrated 19,500 tpa design and updated capital cost and construction timing.
- Document ID
- doc.feed.2024-04-15
- Published UTC
- 2024-04-14T22:32:34Z
- Projects
- vittangi_anode_project
- Commodities
- graphite
Evidence facts101
19500 tpa
2024-04-15560000000 EUR
2024-04-1539000000 EUR
2024-04-1518-24 months None
2024-04-1535020000 t ore
2023-10-0623.8 % Cg
2023-10-0621699000 t ore
2024-05-3121.5 % Cg
2024-05-31527700000 EUR
2024-05-311067100000 EUR
2024-05-314000 USD/t
2024-05-31plus or minus 50 percent None
2024-06-1139, 25 and 16 years None
2024-06-1113184029 AUD
2025-06-30True None
2025-10-1526691000 t ore at 24.3% Cg
2025-06-308329000 t ore at 22.1% Cg
2025-06-302260140 t ore at 24.1% Cg
2025-06-3031500000 t ore at 14.9% Cg
2025-06-304300000 t ore at 7.1% Cg
2025-06-307672000 t ore at 0.25% Cu and 0.04% Co
2025-06-3046100000 t ore at 28.7% Fe
2025-06-3070000000 EUR
2025-06-30Mark Thompson None
2025-10-15Martin Phillips None
2025-10-15Dean Scarparolo None
2025-10-15Talga AB; Talga Battery Metals AB; Talga Tech AB; Jalk Graphite AB; Raita Graphite AB None
2025-06-30yes None
2025-10-15non-binding None
2025-10-15active None
2025-10-158063000 AUD
2025-09-30456200000 shares
2025-09-3013300000 AUD
2025-10-1728378000 AUD
2025-12-3113350000 AUD
2025-12-3114500000 AUD
2025-12-105000 tpa
2026-01-30True None
2026-01-30mutually terminated after Swedish authority delay prevented conditions precedent None
2026-01-30510926796 shares
2026-03-05414897 shares
2026-03-0426552593 options
2026-03-058333331 options
2026-03-056460000 options
2026-03-05500000 rights
2026-03-0528378110 AUD
2025-12-3113454622 AUD
2025-12-31492682912 shares
2025-12-31True None
2026-03-1228146000 AUD
2026-03-3157000 AUD
2026-03-31True None
2026-03-31True None
2026-01-016.72 quarters
2026-03-31anode qualification for fast-charge cells None
2026-04-29US contracting representative and programme facilitator None
2026-04-292027-2028 None
2026-05-152028-2029 None
2026-05-1521 programs
2026-05-1518666000 AUD
2026-06-307460000 AUD
2026-06-303534000 AUD
2026-06-305.28 quarters
2026-06-3051000 AUD
2026-06-30150000000 EUR
2026-06-3070000000 EUR
2026-06-303000 t over 4 years
2026-06-30True None
2026-06-302027 calendar year
2026-07-30Anna Motta None
2026-07-30Mitsubishi Chemical, Dainen and Hanwa, non-binding; target term sheets September 2026 and definitive agreements December 2026 None
2026-07-30non-binding LOI with terms undetermined None
2026-07-3030 more than programs
2026-08-042026-09-30 None
2026-08-04True None
2026-08-042026-09-30 None
2026-08-042026-12-31 None
2026-08-040.27 AUD per ordinary share
2026-09-25190294 shares
2026-09-25market data provider via miners.collect_stock_prices None
2026-09-25one ASX TLG ordinary share None
2026-09-250.255 AUD per ordinary share
2026-09-150.275 AUD per ordinary share
2026-09-163000 t Talnode-C
2025-05-144 years from 13 May 2025
2025-05-14fixed, amount undisclosed None
2025-05-14commercial production milestones; renegotiation if forecast volumes not achieved None
2025-05-1416000 t over three years from 2026
2025-02-2710000 t recycled graphite per year by 2030
2025-09-242028 None
2025-09-2499.95 percent
2025-09-2470 percent Aero interest for US$19m staged spending
2024-06-21100 percent
2024-06-21non-binding; commercial structures and technical feasibility under evaluation None
2026-09-14recycled graphite feedstock, blended anode development and potential power supply None
2026-09-14400 tpa from 2029, up to 10,000 tpa by 2034 None
2026-09-142033-12-31 None
2026-09-145 years
2026-09-16April 2027 None
2026-09-16July 2027 None
2026-09-16EUR pricing model and volumes to be negotiated None
2026-09-16