Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Benchmark Mineral Intelligence webinar: Graphite Anodes: Building a 21st Century Supply ch (July 2020)
22 slides from Talga's conference presentation, Jul 8, 2020
Slide 1: Benchmark Webinar - Talga Presentation Recording
ASX Release 08 July 2020 ASX:TLG Benchmark Webinar - Talga Presentation Recording Battery anode and graphene additives company Talga Resources Ltd (“Talga” or “the Company”) (ASX:TLG) advises that a recording of its Managing Director, Mark Thompson, presenting at the For personal use only Benchmark
Slide 2: Building a European Li-ion battery anode supply chain
For personal use only Talga Resources (ASX:TLG) Building a European Li-ion battery anode supply chain © TALGA RESOURCES LTD, JUNE 2020
Slide 3: Forward Looking Statement & Disclaimer
Forward Looking Statement & Disclaimer For personal use only This presentation has been prepared by Talga Resources Ltd (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”). T
Slide 4: Talga: Developing producer of lithium-ion battery anode products
Talga (ASX:TLG) Developing producer of lithium-ion battery anode For personal use only products, technologies and graphene additives Commanding the value chain from mine-to-product resulting in cost, quality and differentiation advantages Tier 1 location – Sweden; stable and local to fast growing Eu
Slide 5: In-house Expertise
In-house Expertise For personal use only Talga develops high performance Li-ion anodes and battery materials enabled by its unique: natural carbon source type processing technology in-house material engineering technology Strong technology capability with over 20 PhDs and Engineers with energy produ
Slide 6: Battery Anode Range
Battery Anode Range For personal use only Talga-developed active anode products designed for current and emerging Li-ion battery applications Talnode™-C: Engineered graphite for fast charge, high power, high capacity and excellent low temperature performance Talnode™-Si: Silicon-graphene composite a
Slide 7: Strong Partnerships
Strong Partnerships For personal use only SEE: ASX:TLG 30 OCT 2015 and 5 FEB, 26 MAR, 4 SEP 2018 and 15 JAN, 2 OCT, 8 OCT, 24 OCT 2019 and 31 JAN, 20 MAR, 13 MAY, 27 MAY 2020. 6
Slide 8: The Opportunity
The Opportunity For personal use only The long-term Li-ion battery boom has (finally) commenced in earnest driven by sustainability legislation, consumer demand and lower price EVs Anode (a highly refined and coated form of graphite) is ~50% of the battery volume active ingredients The fastest growi
Slide 9: Fastest Growing Battery Capacity
Fastest Growing Battery Capacity European Li-ion battery manufacturing will require 500,000tpa of new graphite anode by 2029 For personal use only Germany, 2024 Sweden, 2021 16 GWh, later 24 GWh 32 GWh, later 40 GWh Norway, 2024 Norway, 2023 8GWh, later 32 GWh Ramp up to 32 GWh + 2 GWh Germany, 2022
Slide 10: EV Sales Accelerating
EV Sales Accelerating For personal use only European EV sales take off in the quarters prior to COVID-19, driven by lower price models becoming available EV demand expected to grow ten-fold by 2028 (from 2019 base) but could be more as emission-subsidies and legislation clip economics of internal co
Slide 11: Building the Solution
Building the Solution For personal use only Talga is building an integrated anode supply chain in Sweden with anode refinery to be built in Luleå fed by graphite concentrate from wholly owned Vittangi mine Planned 19,000t of anode production for 22 years from Stage 2 production set for 2023 PFS show
Slide 12: Position in the Supply Chain
Position in the Supply Chain Talga’s peers are chemical companies, not miners. We can sell directly to end users. For personal use only Raw Materials Battery Materials Cell manufacture Power Train OEM Anode Graphite Processors, Additives & Solvents Cathode Cobalt. Copper Electrolyte Lithium Minerals
Slide 13: Low Emission Leader
Low Emission Leader Production emissions becoming more important to customers purchasing decisions For personal use only 900 CO2-emissions (g CO2/kWh) 800 To produce 100GWhr of Li-ion batteries: 700 600 China-based synthetic graphite anode production requires 4,100 GWhr power 500 and emits approxima
Slide 14: Global Cost Leader
Global Cost Leader Collective advantages enable Talga to be globally competitive low-cost anode producer For personal use only $9,000 Coated Anode Production Cost (US$/tonne) Ultra high grade ore $8,000 $7,000 100% anode flake (no basket $6,000 of industrial products $5,000 $4,000 High Process yield
Slide 15: Development Stages under 2019 PFS
Development Stages under 2019 PFS Stage 1 mining approved but timing impacted by Covid-19 and subject to imminent Stage 1 DFS For personal use only but Stage 2 timing (full commercial scale) still on track 2020 2021 2022 2023 APPROVED Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 TRIAL MINE APPROV
Slide 16: Recent Milestones
Recent Milestones For personal use only ü Partnerships underway to jointly develop project. A range of major parties are engaged and undertaking detailed diligence and testwork including Mitsui (agreement ASX:TLG 20 Mar 2020) ü 36 commercial engagements for Talnode underway including qualification f
Slide 17: Corporate Overview
Corporate Overview BOARD OF DIRECTORS For personal use only Terry Stinson Non-Executive Chairman Mark Thompson Managing Director ASX code: TLG Grant Mooney Steve Lowe Non-Executive Director Non-Executive Director Ola Rinnan Non-Executive Director A$143m ~243.7m Andrew Willis Non-Executive Director M
Slide 18: Talga Resources Ltd
For personal use only TALGA RESOURCES LTD ASX Code: TLG Head Office: 1st Floor, 2 Richardson Street, West Perth WA 6005, Australia Phone: +61 8 9481 6667 Email: info@talgagroup.com Website: www.talgagroup.com GLOBAL OPERATIONS Talga Sweden: Vänortvägen 2, 981 32 Kiruna, Sweden Talga Sweden: Storgata
Slide 19: Appendix
For personal use only Appendix
Slide 20: PFS Key Outcomes
PFS Key Outcomes For personal use only Confirms technically and financially robust project PARAMETER UNITS OUTCOME Annual ore mining rate tonnes 100,000 Average annual production of Talnode-C tonnes 19,000 Life of Mine (LOM) years 22 Pre-tax NPV8 (real) $M $1,056 Pre-tax IRR % 55% Capex Stage 1 $M $
Slide 21: JORC Graphite Reserve & Resources
JORC Graphite Reserve & Resources For personal use only Ore Reserve 3, 6 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 1,935,000 23.5 Proven 0 0 Probable 1,935,000 23.5 Mineral Resources 1, 2, 4, 5, 7, 8, 9 Tonnes Graphite (% Cg) Vittangi Nunasvaara (JORC 2012) 12,300,000 25.5 Indicated 10,700,000 2
Slide 22: Competent Person Statements
Competent Person Statements For personal use only The Niska Mineral Resource estimate was first reported in the Company’s announcement dated 15 October 2019 titled ‘Talga Substantially Increases Flagship Graphite Resource Size, Grade and Status’. The Company confirms that it is not aware of any new