Talga Group Ltd. · ASX:TLG
Talga — OTC Clean Energy Metals Virtual Investor Conference (August 2025)
30 slides from Talga's conference presentation, Aug 29, 2025
Slide 1: OTC Clean Energy Metals Virtual Investor Conference
Talga Group Ltd For personal use only OTCQX: TLGRF & ASX:TLG OTC Clean Energy Metals Virtual Investor Conference © Talga Group Ltd, August 2025
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of this presentation. Any su
Slide 3: We are Talga
We are Talga… For personal use only We produce high-performance, sustainable, new-energy graphite materials using proprietary technologies Drillcore from Talga’s Vittangi Anode Project and Li-ion battery sectioned to show graphite anode material interior ©Talga Group 3
Slide 4: Corporate Overview and Capital Structure
Capital Structure Research coverage Market Capitalisation Talga Group A$245.8M (AUD) Listed Shares 455.3M Corporate Overview Unlisted Options 62.8M1 For personal use only Cash at 30 Jun 2025 A$13.2M TLG TLGRF Note: Market capitalisation as at 27 August 2025. (1) Unlisted options include performance
Slide 5: Current Operations
Current Operations • Listed on ASX in 2010 For personal use only HQ Office and ASX Mine • Commenced Europe operations 2012 • Now expanding globally EVA Plant Europe Office Management System Certifications ISO accredited in pilot production, R&D and distribution of micro graphite, anode active materi
Slide 6: Anode Production
Anode Production • Planning build of low-cost, sustainable graphite Li-ion battery anode production For personal use only • 100% owned technology platform • Modular expandable design to suit multiple sites • First 16GWh site planned for Luleå, Sweden. • New sites being reviewed globally (USA, Japan,
Slide 7: Current Battery Anode Plant
Current Battery Anode Plant Talga has been operating “EVA” anode plant in Luleå, Sweden since 2022 For personal use only Commercial scale anode In-house battery Operating expertise and qualification labs and QC/QA and ISO accredited 7 See: ASX:TLG 31 March 2022.
Slide 8: Why Graphite?
Why Graphite? Graphite, as active anode material, is largest volume mineral of Li-ion batteries For personal use only 8 Source: BMO Research 2025, Industry Reports.
Slide 9: Battery anode market growing
Battery anode market growing 1 TWh Li-ion battery production requires ~1.2 million tonnes graphite anode/annum +94% +29% For personal use only Annual Li-ion Battery Demand by Application – Bloomberg NEF Global BESS growth YoY Global EV sales YoY Q1 2025 New demand arising in: • Electricity grid, dat
Slide 10: Supply risk critical
Supply risk critical • NATO nations increasing defence expenditure to 5% of GDP by 2035 and making efforts to derisk the supply chain from China • Defence today requires advanced batteries for • Graphite identified as most crucial of all critical For personal use only drones, submarines, unmanned ve
Slide 11: Current supply chain
Current supply chain Natural graphite – effectively 0% in USA and EU. Designated critical and strategic mineral For personal use only 11 Source: USGS 2025 Mineral Commodity Summary and BMO Research 2025.
Slide 12: Anode supply chain
Anode supply chain Nearly 100% reliant on China & fossil-fuel based synthetic graphite For personal use only Natural Synthetic Graphite Anode Graphite Anode 92% 98% China Non China China Non China 12 Source: IEA, Benchmark Mineral Intelligence 2024, European Commission 2025. Ex-China dat from BMO Ca
Slide 13: Talga technology provides a fully integrated solution to graphite anode production
Talga technology provides a fully integrated solution to graphite anode production For personal use only Natural Graphite Black Mass Battery Cell Recyclers Purification Shaping Coating Talnode® Manufacturer Graphite Talga Anode Production Technology Feedstock 13 See: ASX:TLG 1 July 2021, 28 March 20
Slide 14: Downstream capability
Downstream capability • Fully vertically-integrated battery materials and technology For personal use only • 100% in-house Intellectual Property, know-how and competence crucial for security • Ability to build new localised critical graphite material supply • In-house skills from geology to sustaina
Slide 15: Differentiated and Secure
Differentiated Secure 100% controlled graphite materials resource and technology platform For personal use only High performance Products engineered for power intensive and fast-charge applications Award winning technology Talga Swedish projects designated “Strategic” under EU Critical Raw Materials
Slide 16: Cleaner anode
Cleaner anode CO2-eq per kg of anode active material 23.1 For personal use only Renewable electricity, high-grade graphite ore and high-yield process technology result in lower carbon footprint -92% 14.2 92% less emissions Cradle-to-gate peer-review LCA conducted to ISO 14040:2006 and 14044:2006 sta
Slide 17: Competitive Cost
Competitive Cost Advantages of high grade, 100% anode size flake, low loss process technology, low energy cost and complete vertical integration For personal use only Cost Curve depicting cash operating cost position (excluding profit and surcharges such as taxes and duties) on an ex-works basis for
Slide 18: Anode Recycling breakthrough
Anode Recycling breakthrough For personal use only • Until now Li-ion battery graphite Coating Black recycling was hindered by deep and Mass complex impurity contamination. Scrap & spent anode usually landfilled/burnt • Talga's Innovation: proprietary purification, shaping and coating Graphite Used
Slide 19: Recycling process
Recycling process Purification, shaping and coating into Production scrap and end-of-life products Graphite concentrate from black-mass Talnode®-R anode for cell makers For personal use only ©Talga ©Altilium ©Aurubis Carbon High purity graphite Anode Performance Residue Capacity >345mAh/g Production
Slide 20: Global opportunity
Ex-China Anode Material Supply and Demand (kt) Global opportunity • Capitalise on growing graphite waste from battery For personal use only recyclers and deficit in ex-China anode supply • Leverage proven modular plant design and engineering with integrated platform backed by DFS (ASX:TLG 1/7/21) &
Slide 21: Talga's Value Proposition
Talga’s Value Proposition For personal use only Growth market Advanced Strategic Western trade policies driving Operating industrial scale coated 100% owned Tier 1 natural demand for secure ex-China anode plant since 2022 with graphite supply and downstream supply of graphite and anode qualified pro
Slide 22: Talga Group Operations
Talga Group Operations For personal use only Sweden United Kingdom Talga AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge e: info.se@talgagroup.com CB24 9ZR, England t: +44 1223 420416 Skeppsbron 26 e: info.u
Slide 23: Appendices
For personal use only Appendices
Slide 24: Group Leadership Team
Group Leadership Team For personal use only Martin Phillips Anna Motta Per-Inge Kruse Eva Pijnenburg Sascha Keen Niklas Karlsson Chief Executive Chief Technology Director BD & Strategic Director People & Culture, Director Corporate Group Finance Officer Officer Alliances Health & Safety Finance Dire
Slide 25: Talga Group Board of Directors
Talga Group Board of Directors For personal use only Terry Stinson Mark Thompson Eva Nordmark Grant Mooney Non-Executive Chair Founder - Managing Director Non-Executive Director Non-Executive Director Over 35 years’ Executive and Over 30 years’ global experience Former Swedish Minister of Strong cor
Slide 26: Strategic Project: Vittangi
Strategic Project Mine Mine Vittangi For personal use only Talga’s planned graphite mine in Sweden designated “Strategic Project” under Critical Raw Materials Act (CRMA) Recognises value to provide secure, sustainable local battery materials for Europe’s green energy transition. CRMA designation pro
Slide 27: Vittangi project Sweden financing strategy
Vittangi project Sweden Project financing strategy targeting 60:40 debt with subsidies and strategic equity Vittangi Anode Project 19,600tpa anode Ultimate funding strategy will be based on the negotiations For personal use only FEED study (combined anode refinery and with potential partners and fin
Slide 28: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) For personal use only Nunasvaara (JORC 2012) 2,260,140 24.1 Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 29: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 30: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in
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