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Talga Group
(Sydney:TLG)
Talga Group (TLG) vs. iShares MSCI Australia ETF (EWA)
Talga Group Business Overview & Revenue Model
Talga Group Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 106.17K | 106.17K | 225.41K | 279.57K | 16.42K | 108.97K |
| Gross Profit | -18.50M | -22.44M | -31.97M | -34.68M | -29.83M | -16.36M |
| EBITDA | -14.12M | -13.13M | -36.34M | -39.51M | -35.79M | -22.60M |
| Net Income | -16.73M | -16.73M | -38.26M | -43.36M | -36.80M | -19.89M |
Balance Sheet | ||||||
| Total Assets | 49.65M | 49.65M | 46.10M | 65.15M | 33.15M | 60.97M |
| Cash, Cash Equivalents and Short-Term Investments | 13.18M | 13.18M | 14.10M | 38.23M | 13.01M | 53.08M |
| Total Debt | 1.08M | 1.08M | 1.44M | 2.37M | 1.70M | 395.04K |
| Total Liabilities | 5.05M | 5.05M | 5.87M | 8.16M | 6.50M | 5.87M |
| Stockholders Equity | 44.60M | 44.60M | 40.23M | 56.98M | 26.65M | 55.10M |
Cash Flow | ||||||
| Free Cash Flow | -27.50M | -27.50M | -42.11M | -42.64M | -38.98M | -17.79M |
| Operating Cash Flow | -23.67M | -23.67M | -31.67M | -36.25M | -26.55M | -15.86M |
| Investing Cash Flow | -3.83M | -3.83M | -10.15M | -6.42M | -12.41M | -1.67M |
| Financing Cash Flow | 26.61M | 26.61M | 17.69M | 67.86M | -529.63K | 64.96M |
Talga Group Technical Analysis
Talga Group Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | AU$620.57M | 11.56 | 15.33% | ― | 6.70% | ― | |
63 Neutral | AU$211.16M | 118.57 | 1.08% | ― | ― | ― | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
41 Neutral | AU$187.12M | -10.51 | -38.13% | ― | -52.90% | 61.27% | |
38 Underperform | AU$62.21M | -2.14 | -391.48% | ― | ― | -49.48% | |
37 Underperform | AU$134.55M | -27.46 | -34.62% | ― | ― | -10.08% | |
36 Underperform | AU$165.69M | -16.79 | -20.60% | ― | ― | 7.28% |
Talga Group Corporate Events
Talga Group Ltd has applied for a significant grant from the Swedish Energy Agency to support the construction of a commercial-scale anode production facility in Luleå, Sweden. This funding, if approved, will complement existing financial resources and help Talga transition from its demonstration plant to a larger production scale. The company has secured expressions of interest for over 80% of its initial production capacity, indicating strong market demand. Talga’s phased approach to scaling production aims to minimize upfront costs and mitigate risks, positioning the company for strategic growth in the battery materials industry.
Talga Group Ltd announced the quotation of 12,100 fully paid ordinary securities on the Australian Securities Exchange (ASX), effective December 1, 2025. This move is part of the company’s strategy to enhance its market presence and provide additional liquidity for its stakeholders, potentially strengthening its position in the advanced materials sector.
Talga Group Ltd has announced a change in the director’s interest, with Eva Nordmark acquiring 750,000 unlisted share options at an exercise price of $1.00 per share, expiring on November 21, 2028. This issuance of share options was approved by shareholders during the Annual General Meeting held on November 20, 2025, and aligns with the company’s strategic plans as outlined in the Notice of Annual General Meeting.
Talga Group Ltd has announced a change in the director’s interest, with Grant Mooney acquiring 750,000 unlisted share options exercisable at $1.00 per share, expiring on November 21, 2028. This issuance of share options was approved by shareholders at the company’s Annual General Meeting, reflecting a strategic move to align the interests of the director with the company’s growth objectives and potentially enhancing shareholder value.
Talga Group Ltd announced a change in the director’s interest, specifically regarding Mark Thompson’s indirect interest in the company. The change involves the issuance of 2,000,000 unlisted share options with an exercise price of $1.00 per share, expiring on November 21, 2028. This issuance was approved by shareholders during the Annual General Meeting held on November 20, 2025. The change in director’s interest is part of the company’s strategic initiatives to align management interests with shareholder value, potentially impacting the company’s governance and market perception.
Talga Group Ltd has announced a change in the director’s interest, specifically concerning Terry Stinson, who has acquired 960,000 unlisted share options exercisable at $1.00, expiring on November 21, 2028. This issuance of share options was approved during the company’s Annual General Meeting, reflecting strategic moves to align management interests with shareholder value and potentially indicating confidence in the company’s future performance.
Talga Group Ltd announced the issuance of 4,460,000 unquoted share options under its Employee Securities Incentive Scheme. This move is part of the company’s strategy to incentivize its workforce, potentially strengthening its operational capabilities and aligning employee interests with company growth. The issuance of these securities reflects Talga’s commitment to enhancing employee engagement and could have positive implications for its market positioning by fostering a motivated and invested workforce.
Talga Group Ltd announced that all resolutions presented at their Annual General Meeting on November 20, 2025, were passed. This includes key resolutions such as the election and re-election of directors, approval of a 10% placement facility, and re-approval of the Employee Securities Incentive Plan, indicating strong shareholder support and potential for strategic growth.
The recent presentation by Talga Group, led by Managing Director Mark Thompson, highlights the company’s strategic focus and operational updates. While the presentation contains forward-looking statements, it emphasizes the inherent risks and uncertainties associated with such projections. Stakeholders are advised to conduct their own assessments and consult professional advisers to make informed investment decisions, as the presentation does not constitute financial advice or a recommendation to invest.
Talga Group has achieved significant milestones, including clearing regulatory hurdles for its Nunasvaara South Graphite Mine and receiving strategic project status for its Luleå refinery. The company’s independent position in the critical minerals market, amid global trade policy shifts, enhances its appeal to partners in Europe and the US. These developments are expected to benefit Talga by addressing challenges related to China’s dominance in the battery anode market, offering substantial growth potential in the expanding battery and energy storage sectors.
Talga Group Ltd has received A$13.3 million in grant funds from the Swedish Energy Agency’s Industriklivet program to support its project focused on sustainable, low-emission anode materials made from natural and recycled graphite. This project, valued at A$30.8 million, aims to validate a near-industrial scale anode manufacturing process by June 2026, which will inform the company’s commercial plans. The grant underscores Talga’s commitment to advancing sustainable battery technologies and strengthens its position in the battery materials industry.
Talga Group Ltd has received land allocation approval from the Mining Inspectorate of Sweden for its Nunasvaara Södra K No. 1 graphite mining Exploitation Concession, part of the Vittangi Anode Project. This approval allows Talga to proceed with mining operations in compliance with Swedish regulations and the European Commission’s Critical Raw Materials Act, furthering its goal of building a sustainable supply chain for battery materials.
Talga Group Ltd has announced the quotation of 116,300 fully paid ordinary securities on the Australian Securities Exchange (ASX) as of November 14, 2025. This move is part of the company’s strategy to enhance its financial flexibility and support its growth initiatives in the battery and energy storage sectors, potentially strengthening its market position and offering new opportunities for stakeholders.
Talga Group Ltd presented at the Noosa Mining Conference, highlighting its strategic positioning as a future graphite anode producer. This announcement underscores the company’s commitment to advancing its role in the battery materials market, potentially impacting its operational growth and industry standing.
Talga Group Ltd announced the availability of a webinar recording and presentation led by Managing Director Mark Thompson. This initiative aims to provide stakeholders with insights into the company’s operations and strategic direction, potentially impacting its industry positioning and stakeholder engagement.
Talga Group Ltd, a company listed on the Australian Securities Exchange, recently addressed a late lodgment of a Change of Director’s Interest Notice due to an administrative oversight. The company assured that its current compliance practices are adequate, emphasizing its commitment to meeting ASX disclosure obligations and maintaining transparency with stakeholders.
Talga Group Ltd has announced an upcoming Investor Webinar scheduled for November 6, where Managing Director Mark Thompson will update stakeholders on the Vittangi Anode Project and recent corporate activities. This initiative reflects Talga’s commitment to transparency and engagement with investors, potentially impacting its market positioning by showcasing progress and strategic developments.
Talga Group Ltd reported significant progress in its quarterly activities, highlighting the successful validation of its coated graphite anode by five major battery manufacturers. The company launched Talnode-R, a proprietary anode product derived from recycled lithium-ion battery waste, and signed strategic agreements to explore production opportunities in the US. Talga also received patents for its graphite-based technologies and secured financial support from the Swedish Energy Agency. These developments position Talga at the forefront of creating independent, vertically integrated battery supply chains in Europe, free from foreign dependencies, with potential global scalability.
Talga Group Ltd has announced its upcoming Annual General Meeting (AGM) scheduled for November 20, 2025, in Perth, Australia. The meeting will address several key agenda items, including the consideration of the company’s Annual Report, a vote on the Remuneration Report, and the election of Ms. Eva Nordmark as a Director. The outcomes of these resolutions could influence the company’s governance and strategic direction.
Talga Group Ltd has announced the quotation of 100,000 fully paid ordinary securities on the Australian Securities Exchange (ASX) as of October 21, 2025. This move is part of the company’s strategy to enhance its market presence and potentially increase its capital base, which could have significant implications for its growth and operational capabilities.
Talga Group Ltd has announced the issuance of 250,000 fully paid ordinary shares without disclosure to investors under the Corporations Act. This move indicates the company’s compliance with relevant legal provisions and suggests a strategic step in its financial operations, potentially impacting its market positioning and stakeholder interests.
Talga Group Ltd has announced the issuance of 250,000 ordinary fully paid shares as part of a compensation agreement for consulting services. This move is part of the company’s strategy to manage operational costs and leverage expertise without immediate cash outlay, potentially strengthening its market position by aligning interests with key stakeholders.
Talga Group Ltd has been awarded SEK 82.6 million in state aid from the Swedish Energy Agency’s Industrial Leap program to advance its project on sustainable, low-emission anode material made from natural and recycled graphite. This funding will support the validation of the process at near-industrial scale and aid in the engineering design for a commercial plant, with completion expected by June 2026. The grant signifies strong third-party validation and reduces development risk as Talga moves towards a final investment decision on its Luleå Anode Refinery. This initiative aligns with the company’s strategy to capitalize on the demand for localized Li-ion battery anode materials amidst tightening global supply chains.
Talga Group Ltd and SQM have mutually agreed to terminate their Joint Venture for the Aero Project in Sweden due to unmet conditions by the Swedish Inspectorate for Strategic Products. The termination is effective immediately, with no liabilities incurred by either party. Talga plans to explore new opportunities with other interested parties for the Aero Project, which contains critical minerals like gallium, caesium, and lithium.
Talga Group Ltd has released its corporate governance statement for the financial year ending June 30, 2025, which outlines the company’s adherence to the ASX Corporate Governance Council’s principles and recommendations. The statement, approved by the board, highlights Talga’s commitment to transparency and accountability, which is expected to positively impact its operational integrity and stakeholder trust.
Talga Group Ltd has reported a €70 million grant from the EU innovation fund, which will significantly bolster its operations in developing sustainable battery anode materials. This financial boost, along with a capital investment of $3.8 million and a cash balance of $13.2 million, positions Talga to enhance its industry standing and contribute to the sustainable future of battery production.
Talga Group Ltd has been granted three new patents by the United States Patent and Trademark Office for its proprietary graphite-based technologies. These patents enhance Talga’s intellectual property portfolio and position the company to capitalize on the growing demand for secure and high-performance supply chains, especially as China tightens its export controls on lithium-ion battery materials. Talga’s innovations, which include advanced methods for producing battery anode materials and graphene, offer significant advantages in battery performance and safety, while reducing dependency on Chinese technology.
Talga Group Ltd announced the cessation of 21,200 share performance rights due to the expiry of options or other convertible securities without exercise or conversion as of September 30, 2025. This announcement may impact the company’s capital structure and could have implications for stakeholders regarding the company’s financial strategies and market positioning.
Talga Group Ltd has announced the quotation of 9,800 fully paid ordinary securities on the Australian Securities Exchange (ASX) as of October 1, 2025. This move is part of the company’s strategy to capitalize on exercised options or converted securities, potentially strengthening its market position and providing additional liquidity for stakeholders.
Talga Group Ltd has announced a change in the director’s interest, specifically regarding Terry Stinson’s unlisted options. As of September 15, 2025, 25,922 unlisted options exercisable at $0.55 have lapsed, leaving Stinson with 232,372 ordinary shares and 8,333 unlisted options exercisable at $0.58 by May 2027. This change reflects a strategic adjustment in the director’s holdings, potentially impacting the company’s governance and stakeholder interests.
Talga Group Ltd has announced a change in the director’s interest notice, specifically concerning Mark Thompson. The change involves the lapse of unexercised unlisted options held indirectly by Mr. Thompson through Lateral Minerals Pty Ltd. This update reflects a reduction in the number of options held, which may impact the company’s governance and stakeholder interests.
Talga Group Ltd has announced the date for its Annual General Meeting, scheduled for 20 November 2025, where the election of Directors will be a key agenda item. The company has set a deadline of 2 October 2025 for the receipt of Director nominations, indicating a structured approach to its governance and leadership planning.
Talga Group Ltd announced the cessation of 52,695,018 securities due to the expiry of options or other convertible securities without exercise or conversion. This cessation, effective as of September 13, 2025, may impact the company’s capital structure and could influence investor perceptions regarding the company’s financial strategies.
Talga Group Ltd has announced the application for the quotation of 594,056 ordinary fully paid securities on the Australian Securities Exchange (ASX), effective September 19, 2025. This move is part of the company’s strategy to enhance its financial flexibility and support its growth initiatives, potentially impacting its market positioning and offering new opportunities for stakeholders.
Talga Group Ltd has announced a proposal to issue unlisted options to its Directors and CEO under the Employee Share Incentive Scheme, subject to approval at the upcoming Annual General Meeting. This move is part of Talga’s strategy to align management incentives with shareholder interests, potentially enhancing the company’s operational focus and market competitiveness in the battery materials sector.
Talga Group Ltd has entered the US battery anode market through a strategic cooperation agreement with United Catalyst Corporation (UCC). This partnership marks Talga’s entry into the US market, focusing on battery graphite recycling and anode facilities. The agreement leverages UCC’s expertise in automotive and precious metals recycling and Talga’s advanced battery graphite and anode materials technology. This collaboration aims to create synergies in technology sharing, operational efficiencies, and funding opportunities, positioning Talga to capitalize on the growing demand for sustainable battery materials in the US. The move is expected to enhance Talga’s market presence in the ‘Battery Belt’ and improve supply chain security for US manufacturers.