Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Shareholder Meeting (November 2013)
29 slides from Talga's shareholder meeting presentation, Nov 21, 2013
Slide 1: Talga AGM Presentation
21 NOVEMBER 2013! ASX: TLG TALGA AGM PRESENTATION TALGA RESOURCES For personal use only Talga Resources Limited (ASX:TLG) (“Talga” or “the Company”) is pleased to provide a copy of the presentation to be delivered today by Managing Talga Resources Ltd Director Mr Mark Thompson at the Company’s Annua
Slide 2: Graphite Deposits
2.1Mt GRAPHITE DEPOSITS TALGA Total JORC contained graphite For personal use only 2-3km Distance to sealed road RESOURCES 20-25km Distance to rail 1-2 days Delivery time to market AGM 100% Owned by Talga PRESENTATION 200 kta European natural graphite consumption PERTH, 21 NOVEMBER 2013 _____________
Slide 3: Forward Looking Statements and Disclaimer
* Cover picture; disseminated copper sulphides in felsite, Vittangi project. Forward Looking Statements and Disclaimer: For personal use only 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 prosp
Slide 4: Executive Summary
Executive Summary ‣ Talga Resources Ltd (“Talga”) is a mineral exploration & development company listed on the Australian Stock Exchange (“ASX”) since July 2010. For personal use only ‣ The Company wholly owns multiple graphite, iron ore and copper/gold projects in Sweden gained through the acquisit
Slide 5: Talga Resources Corporate Overview
Talga Resources Corporate Overview For personal use only Board of Directors Capitalisation Summary Keith Coughlan* Non-executive Chairman Perth Ordinary Shares ASX:TLG 84.8M Mark Thompson Managing Director Perth Unlisted Options1 3.75M Piers Lewis Non-executive Director Perth Cash (at 30 Sept 2013)2
Slide 6: Talga's Journey So Far
TALGA’S JOURNEY SO FAR FEB 2012 APR 2013 AUSTRALIA Option over Teck projects Drilling Raitajärvi SWEDEN in Sweden. graphite For personal use only OCT 2011 Maiden JORC Resources for MAY 2013 Peg Raitajärvi and Nunasvaara, Raitajärvi Resource Increase other graphite and Masugnsbyn Masugnsbyn iron 112M
Slide 7: Advantages of Northern Sweden for Mining
Advantages of Northern Sweden for Mining For personal use only ‣ Ranked 2nd best mining jurisdiction in world by Fraser Institute 2012-13 ‣ Corporate tax rate 22%, Mineral Production tax 0.2%. ‣ Established bulk commodity infrastructure with open access rail, road and ports. ‣ Low cost power from hy
Slide 8: Sweden is Proximal to Major Graphite Markets
Europe Natural Graphite Imports Sweden is Proximal (,000t/annum) Industrial Minerals 2012 Report Data Subset 1+2 to Major Graphite Markets For personal use only ‣ EU consumes 20% of world’s natural graphite production, and imports 95% of its needs (vast majority from China). ‣ EU has classified grap
Slide 9: Established bulk commodity mining and transport infrastructure
Established bulk commodity mining and transport infrastructure For personal use only 440Kv grid power. Mineral reclaimer at port of Luleå. Electrified rail transport of iron ores from Kiruna district to port of Narvik. Photo Mark Thompson/Talga 8
Slide 10: Direct Road and Rail Advantages
Direct Road and Rail Advantages Road through Vittangi project ‣ Graphite projects located proximal to high quality sealed For personal use only roads and open access heavy haulage railway. ‣ Option to road/rail direct to major customers as Sweden links to mainland Europe markets. ‣ Potential $100-20
Slide 11: Natural graphite market
Natural graphite market Volume Comparison of Natural Graphite Market Tonnes Annum 1,300,000 Ni ‣ Natural graphite market (1.0Mt/yr) worth US$1B/yr with main Cg For personal use only 1,100,000 consumption in steel and refractories, batteries, automotive parts 900,000 GRAPHITE and lubricants. 700,000
Slide 12: New Demand Driver
New Demand Driver ‣ Graphite is a significant component of many types For personal use only of battery, particularly Li-ion. ‣ Commonly there is 10x more graphite than lithium Internals of Li-ion Battery in a Li-ion battery anode. ‣ Battery grade graphite is currently made by shaping and treating la
Slide 13: Talga's Swedish Graphite Projects
Talga’s Swedish Graphite Projects For personal use only ‣ 100% ownership of five graphite projects with multiple deposits offering a full range of market size specifications. ‣ Two advanced stage projects in the development pipeline. These are drilled to JORC Indicated status and preliminary economi
Slide 14: Vittangi Project - Nunasvaara Graphite Deposit
Vittangi Project - Nunasvaara Graphite Deposit ‣ Current total JORC resource 7.6Mt @ 24.4% Cg. For personal use only ‣ Mineralisation commences at surface. Current strike 1.2km and open; average true width over strike 20m (range 10-50m). Drilled to 165m depth and remains open. ‣ Predominantly microc
Slide 15: Nunasvaara growth potential
Nunasvaara growth potential ‣ Nunasvaara graphite unit extends For personal use only over 15km strike. Talga rock chips average 26.2% Cg with grades up to 46.7% Cg. Svappavaara Iron Mine Kiruna Iron Mine ‣ Less than 8% of graphite unit drill Railhead tested to date. ‣ Additional JORC Exploration Tar
Slide 16: Raitajärvi Graphite Project
Oblique aerial view looking southeast Raitajärvi Graphite Project Övertorneå Town To Ports Railhead ‣ Advantageously located 2km from the Överkalix - For personal use only Övertorneå Highway and grid power, 25km to town and railway, 130km to port. ‣ Current total JORC resource of 4.3Mt @ 7.1% Cg. RA
Slide 17: Piteå Jumbo Flake Project
Piteå Jumbo Flake Project ‣ Located on sealed road 50km from port of Piteå and For personal use only ay adjacent to grid power. ilw Luleå Town Ra ‣ 3 historic drillholes targeting base metals intercepted and Port Rai coarse flake graphite within a 4 x 1km EM anomaly. lwa y ‣ 70-90% of flake graphite
Slide 18: Talga's Swedish Iron Projects
Talga’s Swedish Iron Projects For personal use only Talga’s skarn iron deposits are well located adjacent to high quality transport & power supplies, and are situated between producing magnetite iron mines. In skarn type deposits the iron is emplaced by magmatic- hydrothermal activity at high temper
Slide 19: Magnetite mining district with established milling and transport infrastructure
Magnetite mining district with established milling and transport infrastructure To Narvik For personal use only 123.6Mt @ 32.6% Fe* Magnetite Concentrator se d Railway Kiruna magnetite mine and mill owned by LKAB. Propo Photo©Fredric Alm/LKAB Extension 112.0Mt @ 28.6% Fe** Magnetite Concentrator Sva
Slide 20: Masugnsbyn Project - Work to Date
Masugnsbyn Project - Work to Date Tested by the Swedish Geological Survey (“SGU”) last in 1965-1970. 68 historic diamond core holes focussed on the largest single deposit, For personal use only Junosuando, over approximately 3km strike. Talga completed a further nine diamond core holes in Oct 2012 t
Slide 21: For personal use only
Historic Drilling Talga Drilling >35% Fe For personal use only 30-35% Fe 25-30% Fe 20-25% Fe <20% Fe incl. 20m @ 47% Fe incl. 25m @ 50% Fe Potential to “high grade” first mining stages; footwall resource averaging 35.2% Fe 20
Slide 22: Vittangi Project - Iron
Vittangi Project - Iron The Vittangi project comprises five skarn iron deposits defined by the Swedish Geological Survey in For personal use only the 1970‘s with geophysics, trenching and 37 diamond drill holes for 6,055 metres. Based on this work JORC compliant maiden Inferred VITTANGI Resources to
Slide 23: Vittangi project, Vathanvaara deposit
Vittangi project, Vathanvaara deposit 47m @ 34.4% Fe 121m @ 34.1% Fe 41m @ 27.5% Fe 235m @ 35.9% Fe For personal use only 124m @ 43.4% Fe 151m @ 32.1% Fe 99m @ 43.2% Fe 50m @ 34.1% Fe 100m @ 37.8% Fe 10m @ 50.5% Fe 65m @ 38.1% Fe Historic drill intercepts on ground magnetic image. Cross-section 7120
Slide 24: Iron Development Potential
Iron Development Potential For personal use only Relatively simple and proven processing of the magnetite ore is expected to deliver a high quality concentrate at coarse grain sizes. Proximal to road and open access rail infrastructure. Rail lines connect to open access ports which currently load up
Slide 25: Australian Gold Projects
Australian Gold Projects The company wholly owns multiple gold projects in Australia which consist of early to advanced exploration-stage projects with very high grades of gold in surface sampling For personal use only and drilling. Highlights to date include drilling intercepts of 7m @ 14.4g/t Au a
Slide 26: Thank you for your attention
For personal use only TALGA RESOURCES Thank you for your attention Mark Thompson - Managing Director 1st Floor, 2 Richardson St West Perth WA 6005 Tel +61 89481 6667 admin@talgaresources.com www.talgaresources.com Highway upgraded to highest load capacity in Europe, which passes through Talga’s Vitt
Slide 27: Appendices: Talga Asset Structure and JORC Resources
Appendices TALGA RESOURCES LTD Talga Asset Structure 100% For personal use only and JORC Resources Talga Mining Pty Ltd 100% GRAPHITE Talga Mining Pty Ltd IRON 100% 100% Filial (Sweden) Nunasvaara Graphite Mineral Resource @ 10% Cg lower cut-off Nov 2012 Iron Mineral Resources @ 20% Fe lower cut-off J
Slide 28: Common natural graphite concentrate product sizes, grades and prices
Common natural graphite concentrate For personal use only Graphite market size classification. product sizes, grades and prices Size Size Purity Quote Trade Name microns US Mesh Size (microns) US Mesh % C US $/tonne Amorphous/Ultrafine <10 na 300+ 50+ 94-97 >1800 Amorphous/Fine 10-75 -200 94-97 1350
Slide 29: References & Qualified Persons
References & Qualified Persons For personal use only 1 Exploration Targets: The estimates of exploration target sizes in this announcement are in accordance with the guidelines of the JORC Code (2004) and should not be misunderstood or misconstrued as estimates of Mineral Resources. The potential qu
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