Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Benchmark Mineral Intelligence Tour London 2016
30 slides from Talga's conference presentation, Jun 7, 2016
Slide 1: Talga London Presentation for the Benchmark Mineral Intelligence Tour
7 June 2016 ASX:TLG Talga London Presentation for the For personal use only Benchmark Mineral Intelligence Tour Advanced materials company, Talga Resources Ltd (ASX: TLG or Talga), is pleased to provide a copy of the presentation delivered Monday, 6th June, by Managing Director Mark Thompson at the
Slide 2: Talga Resources Ltd - Benchmark Mineral Intelligence Tour London 2016
For personal use only Talga Resources Ltd ASX:TLG Benchmark Mineral Intelligence Tour | London 2016 6 June 2016
Slide 3: Forward Looking Statements and Disclaimer
Forward Looking Statements and Disclaimer: This presentation has been prepared by Talga Resources Limited (ACN 138 405 419) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed exploration and development strategy to recipients (“Recipient”). This presentati
Slide 4: What we do
What we do For personal use only ‣ Talga is an advanced materials company with a scalable and cost effective process to liberate graphene and graphite from its large high quality graphite ore deposits without crushing or grinding. ‣ Talga is a listed public company on the Australian Stock Exchange (
Slide 5: Talga is different
Talga is different For personal use only ‣ World’s highest grade JORC/NI43-101 graphite resource# Talga Vittangi ore 25.3% graphite ‣ Process technology requires no crushing, no grinding Synthetic 99.9% graphite ‣ Deposit in Sweden - top class jurisdiction ‣ German pilot plant scaling up technology
Slide 6: Graphite and Graphene
Graphite and Graphene For personal use only ‣ Graphite - is crystalline carbon, arranged in stacked layers of hexagonal sheets (graphene) ‣ Graphene can be easily made technically, but the high costs and lack of scalable methods has bottlenecked industry ‣ Micrographite is graphite less than 40 micr
Slide 7: Talga Process Technology
(1) Exfoliated micro-graphite as anode materials Talga Process Technology 1 ExfoliaFon Process For personal use only Talga raw ore 25.3% graphite Exfoliated Volts micro-graphite Talga Talga graphite graphite Electrolyte 1 µm Waste recycling Talga Graphite (raw ore) Single Stage Dried micro-graphite
Slide 8: Non-Spherical Thinking
Non-Spherical Thinking ‣ Ore is directly electrochemically For personal use only exfoliated into ultrathin flakes (graphene and micrographite) Spheronised Graphite Talga Graphite ‣ Benefits: Spheronised Graphite Peer Processing Steps Talga Processing Steps Peer Processing Steps - Potentially Crush E
Slide 9: Corporate Snapshot
Corporate Snapshot For personal use only Capitalisation Summary 3 June 2016 (AUD$) Board Shares on issue (TLG Ordinary) 146.3M Managing Director - Mark Thompson Unlisted Options1 23.3M Chairman - Keith Coughlan Market Capitalisation (undiluted @ $0.27) $40M Non-Executive - Grant Mooney Non-Executive
Slide 10: How we intend to make money
How we intend to make money For personal use only ‣ Patent pending high volume efficient process and large high quality carbon supply ‣ Future revenues: - Graphene and micrographite raw products; - Value added materials; and - Licensing deals on product use, application systems and market exclusivit
Slide 11: Target Markets
Target Markets Coatings Energy Conductives Construction For personal use only ©Chemetall ©Talga ©Chemetall Batteries Corrosion Protection Market Size: $24B (2015) Conductive Ink Concrete Market Size: $11B (2013) Conductive materials for Market Size: $18B (2015) Market Size: $450B Metal pretreatments
Slide 12: Talga Projects and Markets
Talga Projects and Markets For personal use only US $/tonne 9.8 Mt @ 25.3% Cg 4.3 Mt @ 7.1% Cg 31.5 Mt @ 14.9% Cg References: Reports of Benchmark Minerals, Industrial Minerals, Fullerex, Roskills, Prographit, internal reports and personal communications. 11
Slide 13: EU Operations
EU Operations For personal use only Sweden Operations Research, Development and Analytics Talga Mining P/L filial Sweden ‣ JV Uni of Dresden/Max Planck ‣ Source of graphitic carbon ‣ Friedrich-Schiller-University Jena ‣ Trial mining and exploration Local Industry/Potential End users ‣ EU Graphene Fl
Slide 14: Energy - Storage (batteries)
Energy - Storage (batteries) ‣ Talga produces graphite in the same process as the graphene For personal use only ‣ Graphite is currently a significant component of many types of energy storage devices ‣ Advantage of Talga is less energy (no grinding, micronising and spheronisation) to produce sized
Slide 15: Positive first Li-ion anode tests
Positive first Li-ion anode tests ‣ Max Planck (1) Exfoliated Institute micro-graphite andmaterials as anode TU-Dresden tests highlighting process steps For personal use only used by Talga 1 ExfoliaFon Process in achieving ~360mAh/g Li-ion battery anode graphite (1) Exfoliated micro-graphite as anod
Slide 16: Printed Batteries and Thin Films
Printed Batteries and Thin Films Smart Packaging Wearables For personal use only ‣ Graphene and micrographite can form conductive inks suitable for printed batteries, sensors and circuits. ‣ Target values: Internet of Things Medical and Disposables - Ultrathin - Flexible - Easy to manufacture - Recy
Slide 17: Printed Batteries
Printed Batteries ‣ Thin film and sprayed applications require For personal use only very small graphite flake size ‣ Flakes for maximum conductivity not spheres ‣ Talga Vittangi particles naturally <15 micron ‣ No grinding and micronising costs Talga graphite on copper current collector Talga test
Slide 18: Grinding/micronising costs increase exponentially
Grinding/micronising costs increase exponentially Graphene and 490+ micrographite size For personal use only ‣ The energy (cost) to achieve small diameters of particles increases Net Energy kWh/t ($$$) 140 exponentially the smaller the grind. 120 ‣ Talga uses no grinding or micronising, so 100 Micro
Slide 19: Resource Assets
Resource Assets ‣ 100% ownership of five graphite projects in Sweden For personal use only containing multiple deposits ‣ Full range of graphite flake sizes from graphene, micrographite to jumbo ‣ Current JORC compliant Mineral Resources* Project Tonnes Graphite (%Cg) Vittangi 9,800,000 25.3 Jalkune
Slide 20: Talga's Development Story
Talga’s Development Story For personal use only ‣ Following successful scale up of process, full scale development planned for Sweden ‣ Scoping study ~20 years 250,000 tpa ore producing approximately 40,000t graphite, 6,000t micrographite and 1,000t graphene ‣ Low capital cost A$29.3m as no crushing
Slide 21: Global JORC/NI43-101 Graphite Resources by Grade
Global JORC/NI43-101 Graphite Resources by Grade For personal use only ‣ Talga owns 3 of Top 10 grade graphite resources in world ‣ Pipeline of development to deliver into market ‣ Focus on margins and volume of market applications, not resource tonnes for tonnes sake Source: http://www.techmetalsre
Slide 22: Successful Trial Mine
Successful Trial Mine ‣ 2015 trial mining confirms amenability of ore to be For personal use only shaped and extracted for process ‣ Further ore extraction permitted to 2018 while full scale exploitation permitting underway Vittangi trial mining graphite blocks. Details see TLG ASX release 20 July 2
Slide 23: Trial Mining 2015 (Video)
For personal use only Trial Mining 2015 (Video) Vittangi trial mining. Details see TLG ASX release 20 July 2015 and http://www.talgaresources.com/irm/content/videos.aspx?RID=366 22
Slide 24: Talga Pilot Test Facility Rudolstadt, Germany
Talga Pilot Test Facility Rudolstadt, Germany For personal use only 23
Slide 25: Process Technology scale up - Exfoliation Unit
Process Technology scale up - Exfoliation Unit For personal use only ‣ Phase 2 commissioned April 2016 EXFOLIATION TRANSFORMERS ‣ Pilot facility total feed CELL PLATFORM load 365kg ore. ‣ Cells up to 200l vol. each CLASSIFICATION ROOM OVERFLOW PUMPS RAW EXFOLIANT CLASSIFIED EXFOLIANT (GRAPHENE AND F
Slide 26: Development Underway
Development Underway ‣ Pilot test-work underway in Talga’s facility For personal use only in Rudolstadt, Germany (8 employees) using trial mined Vittangi ore ‣ 3 phases to upscaling process - first phase (10kg feed/cell) complete, second phase (total 365kg feed) commenced commissioning April 2016. ‣
Slide 27: Upcoming in 2016
Upcoming in 2016 For personal use only ‣ Further validation of products by industry partners, trials and research institution results ‣ Use results to secure patents and licensable technology packages ‣ New Chief Technology Officer Dr Siva Bohm appointed to lead product development ‣ Secure further
Slide 28: Talga Highlights
Talga Highlights For personal use only ‣ World’s highest grade graphite JORC or NI43-101 mineral resource - 100% owned ‣ World first processing technology for industrial scale graphite and graphene production potential ‣ High quality low risk jurisdiction - Sweden ‣ German pilot test-work facility c
Slide 29: Appendix: JORC Mineral Resources and Exploration targets
Appendix 1 JORC Mineral Resources and Exploration targets Nunasvaara JORC (2012) Mineral Resource1 (10% Cg cut-off) For personal use only Talga Graphite Exploration Targets 2 JORC 2012 Graphite Tonnes Classification (%Cg) Exploration Tonnes (0-100m Vertical Graphite Indicated 6,900,000 24.2 Project
Slide 30: Appendix and Statements
Appendix and Statements References For personal use only #) see http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-graphite-projects-index/ * see Industrial Minerals Natural Graphite report 2012, unpublished internal reports for Talga, and Scoping Study released to ASX 9 October 2014. NB
Talga Resources — Benchmark Mineral Intelligence Tour London 2016 on 6ix