Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — ASX CEO Sessions (December 2016)
33 slides from Talga's conference presentation, Dec 6, 2016
Slide 1: Talga Presentation at ASX CEO Sessions
6 December 2016 ASX:TLG Talga Resources Ltd Talga Presentation at For personal use only ABN 32 138 405 419 1st Floor, 2 Richardson St, ASX CEO Sessions West Perth, WA 6005 Advanced materials company, Talga Resources Ltd (“Talga” or “the T: +61 8 9481 6667 Company”)(ASX: TLG) is pleased to provide a
Slide 2: Talga Resources Ltd, Sydney, Australia
For personal use only Talga Resources Ltd ASX:TLG 6 December 2016 Sydney, Australia
Slide 3: Forward Looking Statements and Disclaimer
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 prospects and proposed exploration and development strategy to recipients (“Recipi
Slide 4: What are Technology Minerals?
What are Technology Minerals? For personal use only Technology minerals enable new technologies, products and applications, or make current materials more: ‣ efficient (lighter, stronger, faster) ‣ functional (conductive) ‣ sustainable (lower emissions, ‘greener’ chemistry) Graphite and particularly
Slide 5: Introduction - what we do
Introduction - what we do For personal use only ‣ Talga is an advanced materials company that owns the highest # grade graphite mineral resource in the world and has developed an innovative process to make the mass production of quality graphene possible. ‣ Talga is a listed public company on the Au
Slide 6: Process - Unique Ore
Process - Unique Ore For personal use only For video see https://www.youtube.com/watch?v=xrp4NzIe-B8&feature=youtu.be 5
Slide 7: Commercial Advantages
Commercial Advantages For personal use only ✓ Vertically integrated with in-house product expertise value-adding to raw materials ✓ Highest grade graphite resources in the world ✓ Pilot plant operational & successfully scaling up ✓ Large and unique ‘electrode’ style ore deposits ✓ Product pipeline a
Slide 8: Corporate Snapshot
Corporate Snapshot For personal use only Capitalisation Summary 30 Nov 2016 (AUD$) Board Shares on issue TLG 181.9M Managing Director - Mark Thompson Listed Options TLGOA ($0.45 : 31 Dec 18) 44.9M Chairman - Keith Coughlan Unlisted Options1 34.7M Non-Executive - Grant Mooney Market Capitalisation (u
Slide 9: Board and Management
Board and Management Mark Thompson Managing Director +25 years international industry experience in minerals-mining management. Member of the Australian Institute of Geoscientists and the For personal use only Society of Economic Geologists, guest Professor in Mineral Exploration Technology at Cheng
Slide 10: Operations
Operations Talga Resources Ltd For personal use only Talga Mining Pty Ltd Filial Australia - Corporate HQ Sweden - graphite source Talga Technologies Ltd UK - product development Talga Advanced Materials GmbH Germany - pilot process facility Part of Talga team at Phase 2 pilot plant commissioning in
Slide 11: 2016 - Operations
2016 - Operations For personal use only This financial year we have: Test Mined ‣ Produced ~5,000 tonnes low cost electrode-quality ore ‣ Opened up our ore bodies ‣ Expanded resources Built and Operated a Pilot Plant ‣ Provided new source graphene and micrographite to market ‣ Demonstrated potential
Slide 12: Products Strategy
Products Strategy For personal use only ‣ Produce value added graphene products to complement supply of raw graphene & graphite ‣ Pursuit of revenue prior to full-scale production through licensing and royalties – plus sale of raw materials ‣ Initially aim to replace additives in existing products w
Slide 13: Product - Application Sectors
Product - Application Sectors For personal use only ‣ Higher performance anti-corrosion ‣ Higher performance concrete and tarmac and anti-fouling paints with electric & thermally conductive properties ‣ Replace toxic amounts of chrome, ‣ ‘Snow & Ice-free’ roads, paths, rail crossings, copper and zin
Slide 14: Where Talga 'Fits In'
Where Talga ‘Fits In’ For personal use only ‣ Products enhanced with graphene & micrographite are being used now (not distant possibility) - no need to re-tool manufacturing lines in target products ‣ Real world products with addressable markets ‣ Aim to remove the supply volume and pricing bottlene
Slide 15: Current Collaborations
Current Collaborations Current Collaborations For personal use only 88 14
Slide 16: Source - Sweden
Source - Sweden ‣ 100% ownership of five graphite projects in Sweden For personal use only containing three resources and over 25 deposits ‣ Full range of graphite flake sizes from micro to jumbo flake ‣ Current JORC compliant Mineral Resources* Project Tonnes Graphite Grade Vittangi 9,800,000 25.3
Slide 17: Source - Vittangi Project Trial Mine 2016
Source - Vittangi Project Trial Mine 2016 For personal use only ‣ Innovative graphite ore mining technique ‣ Extracts ore as direct use “electrodes” ‣ No ‘drill and blast’ of ore = less dust and noise/ minimise environmental impact ‣ Trial of larger, tailor-made and automated ore block cutting equip
Slide 18: Source - Vittangi Project Trial Mine 2016 (video)
Source - Vittangi Project Trial Mine 2016 For personal use only For video see https://www.youtube.com/watch?v=q2Xmz7Buj3A 17
Slide 19: Process - Advantages
(1) Exfoliated micro-graphite as anode materials Process - Advantages 1 ExfoliaFon Process For personal use only Talga raw ore Exfoliated 25.3% graphite Volts micro-graphite + graphene Micrographite Graphene Nanoplatelets (GNP) Talga Talga graphite graphite Electrolyte Few Layer Graphene 1 µm(FLG) W
Slide 20: Product - High Quality Graphene Talphene
Product - High Quality Graphene Talphene TM Raman For personal use only 2D G 2700 1580 D 1350 HR-TEM and other tests confirm high quality, 1-4 layer graphene. ‣ TalgaRaman canspectrum produce a range shows of products a high quality graphene as from pristine indicated by the very symmetrical 2D peak
Slide 21: Pilot Test Plant Expansion
Pilot Test Plant Expansion Phase 2 pilot test platform ‣ Pilot process test-work well advanced For personal use only ‣ 3 phases to upscaling process – Phase 2 just commissioned ‣ High quality graphene output confirmed ‣ ~76% of input carbon converted to graphene ‣ Capacity scale up continues towards
Slide 22: Products - Energy: Li-ion Batteries
Products - Energy: Li-ion Batteries For personal use only ‣ Talga can produce graphite for Li-ion battery anodes: No grinding, micronising and shaping costs ‣ Recent tests support previous breakthrough results (ASX:TLG 17 Feb 2016) ‣ Results show excellent stability and greater than 99.7% efficiency
Slide 23: Products - Energy: Battery technology
Products - Energy: Battery technology Live-in factory facilities of global leading Li-ion battery manufacturer, China For personal use only ‣ Major battery makers are testing and preparing the next generation battery technologies ‣ Some will not use spherical graphite anodes, forming ‘technology tra
Slide 24: Product - Energy, Coatings, Conductives
Product - Energy, Coatings, Conductives ‣ Graphene produces opportunity to deploy our products more widely than just batteries ‣ Lighter components increase range and decrease emissions/km travelled For personal use only >2km ELECTRICAL WIRING >3 >60 >150 KG HEATING/COOLING EQT DIFFERENT ELECTRICAL
Slide 25: Product - Coatings
Product - Coatings Talga Graphene Coatings ‘Functionalisation’ For personal use only Surface Interaction/Adhesion Talga Few layer Graphene Talga Novel Exfoliation Process Barrier and other properties Talga Raw Graphite Ore Talga Few Layer Graphene Coated Metal 24 17
Slide 26: Product - Coatings
Product - Coatings Salt immersion tests show Talga’s graphene For personal use only ‣ TalpheneTM enhanced coating corrosion significantly reduces corrosion over time evaluation results show 74% less water 5% TalpheneTM enhanced coating permeation and great anti-corrosion results on mild steel ‣ Vali
Slide 27: Product - Coatings market
Product - Coatings market For personal use only 26
Slide 28: Product - Composites
Product - Composites Automotive ‘Solar’ Panels For personal use only ‣ Graphene can make functional composite materials that are conductive, flexible, lightweight and non-corroding ‣ Current markets include RFID tags, printed packaging, copper-wire replacement and solar panels. ‣ Emerging markets in
Slide 29: Product - Construction
Product - Construction For personal use only ‣ Graphene and graphite additives can make concrete electrically and thermally conductive for ice & snow-free roads, bridges, foot-paths, bike-paths, rail crossings, stairs, airport aprons as well as direct-heating house materials Snow-free driveway heati
Slide 30: Underway! Upcoming Catalysts
Underway! Upcoming Catalysts For personal use only Drilling results and Commercial Industry test resource partnerships results upgrade Product Pilot facility prototypes scale up and patents Test Commercialise Feasibility/ revenue non-core assets Permitting opportunities (including advances cobalt an
Slide 31: Appendix and Statements
Appendix and Statements For personal use only References #) 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
Slide 32: Graphene to Graphite Market on a Slide
Graphene to Graphite Market on a Slide Talga Projects and Markets vFLG PRODUCTS AND Annual APPLICATIONS For personal use only US $/tonne Consumption (Tonnes) GRAPHENE $200,000 FLG vFLG = Very Few Layer 400,000t Graphene (1-3 sheets) Flexible electronics, Water GRAPHENE membranes, Bio-tech LAYER BASE
Slide 33: Graphite JORC Resources and Exploration Targets
Graphite JORC Resources and Exploration Targets Nunasvaara JORC (2012) Mineral Resource (10% Cg cut-off) Talga Graphite Exploration Targets 2 0-100m Depth JORC 2012 Graphite Tonnes Classification (%Cg) For personal use only Exploration Tonnes (0-100m Vertical Graphite Indicated 6,900,000 24.2 Projec