Loading companies…

Talga Group Ltd ASX:TLG

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20 Apr 2026 to today

Commentary 1 comments

DateManagerActionSummary

31 Jul 2026Ellerston CapitalHeldEllerston Capital continues to hold Talga Group Ltd (ASX: TLG), which rose 55% for the month after signing several letters of intent for investment and offtake with two Japanese companies. Ellerston notes that after Talga did not receive Swedish government funding expected earlier in the year, it shifted focus to Japanese companies as potential investors. Ellerston cautions these remain preliminary agreements that still need to be converted into contracts and funding commitments.

Monthly Report, price recorded $0.31

The source document link is a Pro feature

First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on TLG.

View Pro

About Talga Group Ltd

Materials, Metals and Mining

Talga Group Ltd (ASX:TLG) supplies green graphite battery anode products across Australia, Sweden, Germany and the United Kingdom. It operates through three segments: Graphite Exploration and Development; Graphite/Graphene Research and Development; and Research and Development. Talga explores for lithium, anode and graphite deposits and markets Talnode active anode materials, Talphite graphitic materials and Talphene graphene additives. These serve the electric vehicle, consumer electronics, energy storage, consumer goods and industrial markets. Formerly Talga Resources Limited, the company was renamed in November 2020. Incorporated in 2009, Talga is headquartered in West Perth, Australia.

Market cap: $110m
Price to earnings: Loss-making
Return on equity: -53.9%
Dividend yield: 0.0%
Price to book: 3.15x
Net margin: -16653.3%
52-week range: $0.19 to $0.56

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Talga Group Ltd (ASX:TLG)?

Fund managers including Ellerston Capital have invested in Talga Group Ltd (ASX:TLG).

What opportunities or catalysts do fund managers highlight for Talga Group Ltd?

Thesis Tracker does not currently hold fund manager commentary on Talga Group in this dataset, so no opportunities or catalysts can be summarised.

What are the key risks to the Talga Group Ltd investment thesis, according to fund managers?

Thesis Tracker does not currently hold fund manager commentary on Talga Group in this dataset, so no risks can be summarised.

What does Talga Group Ltd (ASX:TLG) do?

Talga Group Ltd supplies green graphite battery anode products across Australia, Sweden, Germany and the United Kingdom. It operates through three segments: Graphite Exploration and Development; Graphite/Graphene Research and Development; and Research and Development. Talga explores for lithium, anode and graphite deposits and markets Talnode active anode materials, Talphite graphitic materials and Talphene graphene additives. These serve the electric vehicle, consumer electronics, energy storage, consumer goods and industrial markets. Formerly Talga Resources Limited, the company was renamed in November 2020. Incorporated in 2009, Talga is headquartered in West Perth, Australia.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…