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Compared to ASX and TSX listed companies which have modern, regularly updated and good looking websites TGR’s is very underwhelming. But it’s the fact it’s not up to date which is the worst aspect.
Other companies as mentioned on TSX and ASX have no production and aren’t even under construction yet have much higher mcaps than TGR which is leaps and bounds ahead of many peers. I wonder if the website is a significant factor?

A good point Neavo - TGR cannot update its website soon enough, it is a very poor expression of what the company is doing and has achieved to date. It can’t be that expensive to update the website, though there are several potentially large updates in the pipeline so maybe they are thinking about when is the best time to do the update

As I’ve said before I think 2022 will be the most important year of TGR’s journey. It is the year the company will complete the first of its largest 18,000tpa modules. Successful completion and commissioning of it will provide a brilliant blueprint for new investors to see that this is a company capable of executing its plans and provide confidence it can build on its plans to reach 84,000tpa by 2024 in Madagascar alone. All it will have to do is build another 3 of something it has already built and has experience of operating.
Secondly the company is beginning to scale its downstream projects. Patalganga is going from 1,200tpa to 4,800tpa in Q3 and the most significant imo of all is the first of its large scale downstream modules of 15,000tpa is aimed for the end of this year, which will enable to company to become one of the only listed vertically integrated graphite companies globally capable of producing spherical graphite outside China.
This is the year the company adds the first floor on significant foundations laid by Shishir and his team over the past several years. The graphite macro picture continues to strengthen and peers are beginning to realise how hard it is to replicate the accomplishments of TGR.

Lindon,

Looks like AMP use Lithium-ion for their stationary storage units and will for their big new contract in Scotland. See below link to their website and breakdown of their small, medium and large unit product specifications.

https://www.ampd.energy/product

https://www.ampd.energy/product

From the screenshot in the tweet taken from AMP’s website for its ‘Entertainer’ storage unit, it suggests it’s Li-ion.

https://twitter.com/alastai85608932/status/1486406375672582146?s=21

Hi Mayuranshans,

While not a precise picture I suggest taking the basket price figures from the company's prospectus and recent results - basket price for Madagascan flake of about $900/MT and for the downstream products a basket price of $2,500/MT. However we are in a rising price environment, especially for the downstream, value added products so these may need reviewing upward in time, but no point until nearer production (first 15,000 tpa downstream project aimed for end of 2022, and the 4,800tpa Patalganga plant is due in Q3, being expanded from 1,200tpa currently).

For rough clacs you could multiply the above prices by the stated production goals by 2024 of:
84,000tpa flake
35,000tpa downstream

However, remember there is also the Mozambique assets which may come online within that period and may also be further increases on the downstream depending how things go. There's also the blue-sky potential of several graphene products and applications currently being worked on.

GLA, DYOR.

TGR just continues to deliver after a solid 12 months as a listed company.

Invested, experienced and competent management and team on the ground know what they are doing compared to so many peers. Keep up the good work TGR!

One of few actually producing graphite that is expanding its capacity. It can’t be understated the importance of first mover advantages and having actual experience in operation. Many others globally will take much longer than originally intended to even begin initial production.

apologies, link below to CATL article:

https://cleantechnica.com/2022/01/17/catl-warns-on-solid-state-batteries-sees-supply-shortfall-ahead/

Hi Profitear, I agree with your general sentiment towards TGR that it is very well placed to benefit from its exposure to multiple different fronts.
On the Li-ion battery front and the derived role for graphite I would qualify your thoughts only by adding that timelines are looking more and more extended for the mainstream adoption of alternative battery tech. Think about how long Li-ion battery tech has taken to get to this stage and is only now ramping up to meet significant global demand - indeed CATL, one of the largest Chinese battery manufacturers, has said this week it does not envisage SSBs being commercially available for EVs until 2035 at the earliest and is sinking billions more into Li-ion battery production capacity increases.
SSBs will have their day but like Li-ion batteries it will come in stages such as first small consumer handheld electronics for some years, then larger appliances, then larger industrial appliances before making the massive jump to electric vehicle and mobility scale.
So much investment has gone into both Li-ion and SSBs already that in my view it is likely the timeline for even more adventurous tech such as aluminium based batteries or sodium based batteries will take even longer than 2035 before we see any adoption of mass commercial productions for them.

Do not underestimate the ability of TGR's research team and experience. With years in the industry TGR is like no other play on the market, especially not the UK market.

Long term thinking, vertical integration and a motivated, invested and capable management is already standing TGR out as one of the best graphite plays of the decade imo - all this investment produces long term gain such as today's announcement - lower costs, higher margins, higher profits etc.

GLA

To follow, TGR's management is steadily proving its ability to the market on the primary side as one of the, if not THE, lowest cost producers in the world: we've seen the company having now built in Madagascar:
1 x 3,000tpa plant
1 x 9,000tpa plant
The company is in the process of building by Q2:
1 x 18,000tpa plant
and has another 3 x 18,000tpa plants lined up to build out capacity to 84,000tpa in Madagascar alone, as well as the very large scale, construction ready and mining permitted Mozambique projects I am looking forward to seeing the plans for when they are announced and the acquisition transaction is completed.

So the company must have a fair degree of confidence from the market on the primacy side of things. Now let's see the really valuable downstream side begin to develop and earn the market's confidence on that side. The graphite industry's macro outlook continues to strengthen - here's hoping TGR can make the most of the massive opportunity.

GLA, dyor.

The graphite industry is very technical with lots of processes and expertise required to develop the value-added specialty products. Notably, this includes for spherical graphite which is one of the key stages of processing for material which eventually is processed into anode for Li-ion batteries and which TGR is developing in its first major downstream plant aimed for completion by end of this year, 2022, with a 3,000tpa module for spherical graphite alone within the the overall 15,000tpa specialty plant.

From the tweet below I was interested to note the yields achieved by Renascor resources, an ASX-listed Australian company aiming to mine and process in a similar way to TGR. It has a quality project, but has not developed its mine and so had no production and is likely even further from building its downstream plants in Australia which it intends to vertically integrate with its mine. Its plans are significant, talking about 30-40,000tpa of spherical/anode material being produced at its first stage - so probably in 2-3 years time, maybe longer. To its credit Renascor has some offtake agreements (some binding, some not binding but need to double check) and has a great marketing team clearly given how its website and presentations look. It's sitting pretty with a c.£180m mcap on no production or actual commercial operations yet, just on its plans. Talga is similar and sits at a near £250m mcap.
Back to the spherical graphite yields - yesterday, 10th Jan 2022, Renascor announced it achieved yields in excess of 65%. Consider that back on 22nd February 2021, TGR announced pretty much the same thing:

https://www.lse.co.uk/rns/TGR/battery-grade-spherical-graphite-trials-successful-7ajme7kkxdtzbfb.html

Does this mean TGR is already ahead? What has TGR got planned this year and will we see further results at larger scale confirming previous results?

Tweet with Renascor yields:
https://twitter.com/Alastai85608932/status/1480563926089842690?s=20

My point is if TGR can establish physical commercial operations of its downstream projects and being to develop markets for its anode material spherical graphite product and other downstream products from this year, even the end of this year, then it will likely gain another step ahead of a lot of competition which have grand plans but not much action yet. If TGR management can prove the quality of its products and gain early market share in the booming graphite market as it expands things could look very good indeed.

Interesting article posted by the Telegraph this weekend on examples of how Rolls Royces is working to improve the efficiency of power and propulsion systems. Very apt given the company is apparently working with TGR to develop applications and testing TGR's Al-Gr composite for that exact purpose. The FT wrote up the collaboration first in May so this Telegraph article provides some insight into the type of activities Rolls Royce is up to - i'm sure that certainly being in a position to offer more powerful, efficient and light-weight products would stand it in a very good position going into the Electric century.

FT article featuring first mention of TGR and RR collaboration (see also the RNS in May announcing work with a FTSE 100 engineering company)
https://www.ft.com/content/40907aa6-354e-42f8-8d51-8cc01f0e9687

This weekend's Telegraph article
https://www.telegraph.co.uk/business/2021/12/31/inside-rolls-royces-plan-clean-jet-travel/

GLA for 2022

Looking good into 2022 - excited for this!

Jeez, just read the last announcement yesterday:

"Further to the announcement made on 2 November 2021 in relation to the Breakthrough Technology Device application to the FDA for the Company's Cervi-LOK™ product, the Company advises that the FDA has requested further testing prior to concluding on the device’s status. Due to time constraints the Company has withdrawn its Breakthrough Technology Device application, while further tests are undertaken. The Company intends to resubmit its Breakthrough Technology Device application when the further tests are completed. The Company is convinced of the merits of the device and remain confident that Breakthrough Device Technology status will be granted. A further announcement will be made in due course."

Nutters. I'd sell up if I didn't have pocket change in here for interest. That bottom draw gets lower every month. Obviously wish the company success but wow they don't have much of a successful track record on this at all.

Have been away from home but saw something on my II account but couldn't be bothered to look - TSP still doing it's thing, which is not very much...still holding for the product.

Where's our resident noisey one? could do with a laugh on here again

Welcome back all - looking forward to the many updates we will hear about throughout 2022 as TGR continues its journey growing to become a global one stop shop for all things graphite and advanced material (graphene) related.

TGR has a reddit page for anyone familiar with the site for US OTCQX investors, code: TGRHF
https://www.reddit.com/r/TirupatiGraphite/

The graphite story for EVs is still relatively under-appreciated in the West and TGR has early first mover advantages to gain important market share ex-China with an ambitious and invested management team at the helm.

GLA

caveat - TGR is one of the only listed (can probably count on 1 hand) companies in the world currently scheduled to be producing spherical graphite by the end of 2022 at any reasonable scale *Ex-china**...