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Talga Group Ltd. (AU:TLG)
ASX:TLG

Talga Group (TLG) AI Stock Analysis

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AU:TLG

Talga Group

(Sydney:TLG)

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Neutral 41 (OpenAI - 4o)
Rating:41Neutral
Price Target:
AU$0.50
▲(38.89% Upside)
Talga Group's overall stock score is primarily impacted by its poor financial performance, characterized by declining revenues and persistent losses. Technical analysis further indicates a bearish trend, with the stock trading below key moving averages and weak momentum indicators. Valuation metrics are unattractive due to negative earnings and lack of dividends. The absence of earnings call data and corporate events means these factors do not influence the score.
Positive Factors
Sustainable Production Methods
Talga's focus on sustainable production aligns with global trends towards environmentally friendly practices, potentially enhancing its competitive position and appeal to eco-conscious clients.
Strategic Partnerships
Strategic partnerships can lead to joint ventures and long-term supply agreements, providing stable revenue streams and enhancing market reach.
Low Leverage
Low leverage provides financial stability and flexibility, allowing Talga to invest in growth opportunities without significant debt burden.
Negative Factors
Declining Revenues
Declining revenues indicate challenges in market demand or competitive positioning, which could hinder long-term growth and profitability.
Negative Cash Flow
Negative cash flow suggests operational inefficiencies and may limit the company's ability to fund new projects or weather economic downturns.
Persistent Losses
Persistent losses reflect operational challenges and may impact the company's ability to sustain long-term operations without restructuring or additional funding.

Talga Group (TLG) vs. iShares MSCI Australia ETF (EWA)

Talga Group Business Overview & Revenue Model

Company DescriptionTalga Group (TLG) is an Australian materials technology company focused on the development and production of advanced materials for the energy storage and construction sectors. The company is primarily known for its innovative graphite products, which are used in lithium-ion batteries and other high-performance applications. Talga operates in the mining and materials space, emphasizing sustainable production methods and the potential of its proprietary technology to provide high-quality, low-cost materials.
How the Company Makes MoneyTalga Group generates revenue through the sale of its graphite products, primarily targeting the growing lithium-ion battery market. The company's key revenue streams include the direct sale of graphite and graphene materials to battery manufacturers and other industrial clients. Additionally, Talga has entered into strategic partnerships and collaborations with various companies in the energy storage and construction sectors, which can lead to joint ventures and long-term supply agreements. The company also benefits from government grants and funding aimed at promoting sustainable mining and material production, further contributing to its financial performance.

Talga Group Financial Statement Overview

Summary
Talga Group faces significant financial challenges across all verticals. The income statement shows declining revenues and persistent losses, while the balance sheet reflects low leverage but poor returns on equity. The cash flow statement indicates ongoing cash burn and insufficient cash generation. The company needs to address its operational inefficiencies and improve its revenue trajectory to achieve financial stability.
Income Statement
15
Very Negative
Talga Group's income statement reveals significant challenges. The company has experienced negative revenue growth, with a sharp decline of 32.98% in the latest year. Gross profit and net profit margins are deeply negative, indicating substantial losses relative to revenue. The EBIT and EBITDA margins are also negative, reflecting operational inefficiencies and high costs. Overall, the income statement shows a concerning trend of declining revenues and persistent losses.
Balance Sheet
40
Negative
The balance sheet shows a relatively low debt-to-equity ratio, suggesting limited leverage, which is a positive aspect. However, the return on equity is negative, indicating that the company is not generating profits from its equity base. The equity ratio is moderate, reflecting a reasonable proportion of equity in the company's capital structure. While the low leverage is a strength, the inability to generate returns remains a significant concern.
Cash Flow
20
Very Negative
Talga Group's cash flow statement highlights negative operating and free cash flows, with a declining trend in free cash flow growth. The operating cash flow to net income ratio is negative, indicating that the company is not generating sufficient cash from its operations to cover its net losses. The free cash flow to net income ratio is above 1, suggesting that free cash flow exceeds net income, but this is due to the negative net income. Overall, the cash flow situation is weak, with ongoing cash burn and limited cash generation.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue106.17K106.17K225.41K279.57K16.42K108.97K
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 Assets49.65M49.65M46.10M65.15M33.15M60.97M
Cash, Cash Equivalents and Short-Term Investments13.18M13.18M14.10M38.23M13.01M53.08M
Total Debt1.08M1.08M1.44M2.37M1.70M395.04K
Total Liabilities5.05M5.05M5.87M8.16M6.50M5.87M
Stockholders Equity44.60M44.60M40.23M56.98M26.65M55.10M
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 Flow26.61M26.61M17.69M67.86M-529.63K64.96M

Talga Group Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.36
Price Trends
50DMA
0.41
Negative
100DMA
0.43
Negative
200DMA
0.44
Negative
Market Momentum
MACD
<0.01
Positive
RSI
42.04
Neutral
STOCH
29.21
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:TLG, the sentiment is Negative. The current price of 0.36 is below the 20-day moving average (MA) of 0.41, below the 50-day MA of 0.41, and below the 200-day MA of 0.44, indicating a bearish trend. The MACD of <0.01 indicates Positive momentum. The RSI at 42.04 is Neutral, neither overbought nor oversold. The STOCH value of 29.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:TLG.

Talga Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
AU$736.26M13.1715.33%6.70%
63
Neutral
AU$216.25M121.431.08%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
52
Neutral
AU$292.61M-29.64-20.60%7.28%
46
Neutral
AU$72.46M-2.45-391.48%-49.48%
44
Neutral
AU$140.23M-28.17-34.62%-10.08%
41
Neutral
AU$196.51M-9.87-38.13%-52.90%61.27%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:TLG
Talga Group
0.39
-0.11
-23.00%
AU:QGL
Quantum Graphite Ltd
0.40
-0.10
-20.00%
AU:AIS
Aeris Resources Limited
0.62
0.48
339.29%
AU:PSC
Prospect Resources Ltd.
0.42
0.32
327.84%
AU:RNU
Renascor Resources Limited
0.09
0.03
57.41%
AU:NMR
Native Mineral Resources Holdings Ltd.
0.07
0.03
61.36%

Talga Group Corporate Events

Talga Director Increases Indirect Shareholding via Share Purchase Plan
Jan 30, 2026

Talga Group has disclosed a change in director Mark Thompson’s indirect interests, following his participation in the company’s share purchase plan. Through entities associated with his superannuation account and family trust, Thompson acquired 73,171 additional ordinary shares at A$0.41 per share, increasing one of his indirect holdings to 11,400,444 shares while his option holdings remain unchanged. The transaction, reported in accordance with ASX listing rules, marginally boosts director equity exposure and signals continued insider support for the company’s capital management initiatives, which may be viewed positively by investors monitoring board alignment and confidence.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Director Increases Indirect Shareholding via Share Purchase Plan
Jan 30, 2026

Talga Group has disclosed a change in director Terry Stinson’s indirect interests in the company, held through the Stinson Family Trust, via an Appendix 3Y filing to the ASX. Stinson acquired 48,780 ordinary shares at $0.41 per share through participation in a share purchase plan, increasing his indirect holding to 281,152 ordinary shares while his existing unlisted options remain unchanged, signaling continued alignment of the director’s financial interests with shareholder value.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Director Grant Mooney Increases Indirect Shareholding via Share Purchase Plan
Jan 30, 2026

Talga Group Ltd has disclosed a change in director Grant Mooney’s interests, reporting an increase in his indirect shareholding through Ocean Flyers Pty Ltd ATF S&G Mooney Super Fund Account. Mooney acquired 24,390 ordinary shares at $0.41 per share via participation in a share purchase plan, lifting his indirect holding to 49,390 fully paid shares while his existing unlisted options holdings remain unchanged, signaling continued alignment of the director’s financial interests with those of shareholders.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga boosts funding, permits and sales momentum as Swedish anode project scales up
Jan 30, 2026

Talga Group reported a strong December quarter marked by its largest anode shipment to date, a fourfold increase in customer sales receipts and progress in multiple product qualification programs with major cell makers, reinforcing its commercial traction in high-performance, Europe-focused battery supply chains. The company broadened its portfolio with new graphite-based performance additives, advanced EU-funded R&D collaborations, secured key Swedish regulatory approvals for several graphite mining concessions and the Nunasvaara South detailed plan, and pushed ahead with pilot-scale work and front-end engineering design under Sweden’s Industrial Leap program to de-risk and scale its integrated Vittangi Anode Project. Financially, Talga strengthened its balance sheet with A$14.5 million raised via an institutional placement, A$7.3 million from a share purchase plan, a A$13.35 million Industrial Leap grant for a 5,000 tpa anode plant study, and access to A$125 million in conditional facilities, leaving it well funded with A$28.4 million in cash to progress construction planning for commercial anode production and future mine development, subject to environmental permitting.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Seeks ASX Quotation for 17.7 Million New Shares
Jan 30, 2026

Talga Group Ltd has applied to the Australian Securities Exchange for quotation of 17,738,987 new ordinary fully paid shares under its TLG ticker, with the securities issued on 30 January 2026. The issuance, arising from previously flagged transactions, will expand Talga’s quoted share base and may provide additional funding flexibility and liquidity for investors, although the announcement itself provides no further operational or strategic detail.

The most recent analyst rating on (AU:TLG) stock is a Sell with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Secures A$7.3m in Oversubscribed Share Purchase Plan to Accelerate Graphite Anode Expansion
Jan 27, 2026

Talga Group has raised A$7.27 million through an oversubscribed Share Purchase Plan, surpassing its A$5 million target as the board accepted all oversubscriptions. About 5% of eligible shareholders in Australia, New Zealand and Singapore participated, subscribing for nearly 17.7 million new shares at A$0.41 each, with participants also receiving free unlisted options and piggyback options on allocation. The proceeds will be used to fund the final engineering study for a staged 5,000 tonnes-per-annum ramp-up in graphite anode production alongside an existing Industriklivet grant, support further grant applications, increase supply of its Talnode-C and Talnode-R anode products to battery customers, advance opportunities in the US market and strengthen working capital, underscoring Talga’s push to scale its position in sustainable battery materials supply chains.

The most recent analyst rating on (AU:TLG) stock is a Sell with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Moves to Close Share Purchase Plan to Fund Anode Capacity Ramp-Up
Jan 20, 2026

Talga Group has reminded investors that its Share Purchase Plan, launched on 17 December 2025, will close at 5.00pm AWST on Friday 23 January 2026, offering eligible shareholders in Australia, New Zealand and Singapore up to A$30,000 in new shares at A$0.41 each without brokerage, plus one free unlisted attaching option for every two shares subscribed, which can convert into ordinary shares and additional piggyback options. Proceeds from the capital raising will support an engineering study for a staged 5,000 tonne-per-annum ramp-up in anode production alongside a previously secured A$13.35 million Swedish Industriklivet grant, as well as fund further grant applications, supply of its Talnode-C and Talnode-R anode products to battery customers, advancement of US development opportunities and general working capital, underlining Talga’s efforts to expand production capacity and strengthen its position in the global battery materials supply chain.

The most recent analyst rating on (AU:TLG) stock is a Sell with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Uncovers High-Grade Gallium and Critical Metals at Swedish Aero Project
Jan 14, 2026

Talga Group has reported high-grade gallium and other critical elements at its 100%-owned Aero Project in Sweden, following recent rock chip sampling and field mapping over an 8km strike. The results, which include notable concentrations of gallium, caesium, niobium, tantalum, yttrium, scandium and previously identified lithium grades up to 1.9% Li2O across the 270km² area, underscore the project’s potential as a multi-commodity technology metals asset. Using an EU-funded machine-learning Exploration Information System to model mineral prospectivity, Talga has identified additional targets yet to be field checked and plans further sampling and mapping in the coming summer to define drilling priorities, while seeking strategic partners in the US and EU to advance Aero alongside its core graphite anode business.

The most recent analyst rating on (AU:TLG) stock is a Sell with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Issues 500,000 Unquoted Performance Rights Under Employee Incentive Scheme
Jan 14, 2026

Talga Group Ltd has notified the market of the issuance of 500,000 unquoted share performance rights under its Employee Securities Incentive Scheme (ESIS), effective 13 January 2026. These securities, which will not be quoted on the ASX, are part of Talga’s ongoing use of equity-based incentives to reward and retain staff, aligning employee interests with shareholder value as the company advances its growth and development plans.

The most recent analyst rating on (AU:TLG) stock is a Sell with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Wins Key Japanese Patent as China Tightens Graphite Export Controls
Jan 7, 2026

Talga Group has secured a Japanese patent for its advanced natural graphite anode technology used in lithium-ion batteries, extending exclusive rights in the market until at least 2040 and further strengthening its global intellectual property portfolio after a similar patent grant in the United States. The patent, which underpins the company’s Talnode-C product line, comes as China tightens export controls on graphite products to Japan, positioning Talga’s Vittangi-based, low-emission anode materials as a strategic alternative for Japanese cell producers and other battery manufacturers seeking to improve supply chain resilience and performance in high-power applications such as robotics, hybrid electric vehicles and AI energy storage systems.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Extends Share Purchase Plan Deadline to Boost Shareholder Participation
Jan 5, 2026

Talga Group has extended the closing date of its current Share Purchase Plan (SPP) to 5:00pm AWST on 23 January 2026, giving eligible shareholders additional time to participate after postal delays over the Christmas and New Year period. The revised timetable pushes back the SPP results announcement, share allotment, and the issuance and listing of attaching and piggyback options, underscoring Talga’s efforts to ensure broader shareholder access to its capital raising and potentially reinforcing its funding base as it advances its sustainable battery materials strategy.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Announces Lapse of Employee Performance Rights
Jan 5, 2026

Talga Group Ltd has reported a change in its capital structure following the lapse of a tranche of employee incentive securities listed on the ASX under the code TLGAC. These 17,700 share performance rights under the company’s equity securities incentive scheme expired unexercised on 31 December 2025, resulting in a minor reduction in potential future share dilution for existing shareholders and a small simplification of the company’s outstanding securities on issue.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Seeks ASX Quotation for 917,500 New Shares
Dec 23, 2025

Talga Group Ltd has applied to the ASX for quotation of 917,500 new ordinary fully paid shares, to be issued on 23 December 2025. The additional securities arise from the exercise or conversion of existing options or other convertible securities, modestly expanding the company’s quoted share capital and potentially improving liquidity for investors without materially altering its capital structure.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Strengthens Financial Position with Share Issuance
Dec 17, 2025

Talga Group Ltd has announced the issuance of 35,365,860 fully paid ordinary shares at A$0.41 per share to sophisticated and professional investors as part of an institutional placement. This move is in compliance with the Corporations Act and aims to strengthen the company’s financial position, potentially enhancing its market presence and operational capabilities in the advanced materials sector.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Announces Quotation of New Securities on ASX
Dec 17, 2025

Talga Group Ltd has announced the quotation of 35,365,860 ordinary fully paid securities on the Australian Securities Exchange (ASX) as of December 17, 2025. This move is part of previously announced transactions, potentially enhancing the company’s liquidity and market presence, which could have significant implications for its stakeholders and industry positioning.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Launches Share Purchase Plan to Fund Expansion
Dec 16, 2025

Talga Group Ltd has announced a Share Purchase Plan (SPP) aimed at raising A$5 million, following a recent placement to institutional investors that raised approximately A$14.5 million. The funds will support an engineering study for production expansion, supply anode materials to customers for qualification, and advance US development opportunities. The SPP offers eligible shareholders the chance to purchase shares at a discounted price, with proceeds also contributing to general working capital. This strategic move is expected to bolster Talga’s operational capabilities and strengthen its market position in the battery materials sector.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Launches Share Purchase Plan to Boost Anode Production
Dec 16, 2025

Talga Group Ltd has launched a Share Purchase Plan (SPP) to raise A$5 million, offering shares at A$0.41 each, with eligible shareholders in Australia, New Zealand, and Singapore able to participate. The funds will support an engineering study for increasing anode production capacity, leveraging a grant from Sweden’s Industriklivet, and will also be used for further grant applications, supplying anode materials to battery customers, and advancing US market opportunities.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Announces Significant Securities Issue to Bolster Market Position
Dec 10, 2025

Talga Group Ltd has announced a proposed issue of securities, including free attaching options and piggyback options, as part of a securities purchase plan and a placement. This move is aimed at raising capital to support the company’s strategic initiatives and strengthen its market position in the advanced materials sector. The issuance includes a significant number of ordinary fully paid shares, indicating a substantial capital raising effort that could enhance Talga’s operational capabilities and stakeholder value.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Secures Key Mining Concessions for Swedish Graphite Project
Dec 10, 2025

Talga Group Ltd has received approval for exploitation concessions for its Nunasvaara North, Niska South, and Niska North graphite deposits in Sweden, part of its Vittangi Graphite Project. This approval, granted by the Mining Inspectorate of Sweden, allows Talga to conduct mining activities for 25 years, with the possibility of extensions, subject to environmental permitting. The decision strengthens Talga’s position in the sustainable graphite market, crucial for the green transition in Europe, though it remains subject to potential appeals.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Ltd Issues Corporate Update with Cautionary Notes
Dec 10, 2025

Talga Group Ltd, listed on ASX and OTCQX, has released a corporate update. The company emphasizes that the presentation contains forward-looking statements, which are subject to risks and uncertainties. Stakeholders are advised to conduct their own assessments and consult professional advisers before making investment decisions.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Secures A$14.5 Million to Boost Anode Production and Explore US Expansion
Dec 10, 2025

Talga Group Ltd has successfully secured commitments to raise A$14.5 million through a share placement to institutional and sophisticated investors, with plans to further raise A$5 million via a Share Purchase Plan. The funds will be used to advance an engineering study for scaling up anode production and to explore US expansion opportunities, supported by a significant grant from the Swedish Energy Agency. This financial move is expected to bolster Talga’s operational capabilities and enhance its market positioning in the battery materials sector.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Initiates Trading Halt Ahead of Capital Raising Announcement
Dec 8, 2025

Talga Group Ltd has requested a trading halt on its securities pending an announcement related to a capital raising initiative. This move is expected to impact the company’s operations by potentially enhancing its financial position, which could strengthen its market presence and offer new opportunities for stakeholders.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Pursues Major Grant to Boost Anode Production
Dec 3, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Expands Market Presence with New Securities Quotation
Dec 1, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Announces Director’s Acquisition of Share Options
Nov 21, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Announces Director’s Acquisition of Share Options
Nov 21, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Announces Change in Director’s Interest
Nov 21, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Announces Director’s Interest Change with New Share Options
Nov 21, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Issues New Employee Share Options to Boost Engagement
Nov 21, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Secures Shareholder Support at AGM
Nov 20, 2025

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 most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group’s Strategic Update and Cautionary Insights
Nov 20, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Advances in Battery Material Industry Amid Global Shifts
Nov 20, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Secures A$13.3 Million Grant for Sustainable Anode Project
Nov 20, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Secures Land Allocation for Swedish Graphite Mine
Nov 19, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Expands ASX Quotation with New Securities
Nov 14, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Highlights Future in Graphite Anode Production
Nov 13, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Releases Webinar on Strategic Developments
Nov 6, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group Addresses Late Lodgment of Director’s Interest Notice
Nov 5, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Talga Group to Host Investor Webinar on Anode Project Developments
Nov 3, 2025

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.

The most recent analyst rating on (AU:TLG) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Talga Group stock, see the AU:TLG Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 06, 2025