Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — InvestorIntel's 6th Annual Cleantech & Technology Metals Summit 2017
33 slides from Talga's conference presentation, May 16, 2017
Slide 1: Talga presentation at InvestorIntel Cleantech & Technology Metals Summit
http://www.talgaresources.com/irm/PDF/1455/KiskamaIOCGProjectDrillingResults 16 May 2017 ASX:TLG InvestorIntel’s 6th Annual Cleantech & Technology Metals Summit For personal use only Talga Resources Ltd Technology minerals company, Talga Resources Ltd (“Talga” or “the ABN 32 138 405 419 Company”) (A
Slide 2: 6th Annual Cleantech & Technology Metals Summit
ASX: TLG For personal use only TALGA RESOURCES 6th Annual Cleantech & Technology Metals Summit InvestorIntel Presentation May 2017 | Toronto unearthing tomorrow
Slide 3: Forward Looking Statements & Disclaimer
FORWARD LOOKING STATEMENTS & DISCLAIMER For personal use only This presentaAon 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 exploraAon and development strategy to recipients (“Recipient”)
Slide 4: Introduction
INTRODUCTION “Planes will be made from the wonder material graphene in 10 years“ For personal use only Richard Branson ‣ Graphene is not, by itself, a product ‣ Technical community knows this, but some stakeholders (including investors) are confused ‣ There is no ‘killer app’ for graphene so far, no
Slide 5: Executive Summary
EXECUTIVE SUMMARY Technology minerals company developing and commercialising the world's highest For personal use only grade conductive graphite project to mass-produce graphene and its carbon derivatives ‣ Talga uniquely placed to own and opAmise the graphene supply chain ‣ Development phase: trial
Slide 6: What is Graphene?
WHAT IS GRAPHENE? Graphene is an extraordinary material with almost limitless potenQal uses. For personal use only It is altogether the thinnest, strongest most conducQve substance in the world. ‣ Graphene is the thinnest substance ever made - atomic layers of crystalline carbon which consAtute grap
Slide 7: Technology Advantage
TECHNOLOGY ADVANTAGE Concept demonstration of Talga exfoliating graphene direct from its Swedish graphite ore For personal use only For video see hVps://www.youtube.com/watch?v=xrp4NzIe-B8&feature=youtu.be 6
Slide 8: Process Advantage
PROCESS ADVANTAGE Talga’s patent pending technology produces graphene directly from unprocessed raw graphite ore, skipping intermediate pre-cursor purification steps required by peers For personal use only ‣ Talga uses its unique raw ore directly as an Talga Graphite Spheronised Graphite electrode i
Slide 9: Market Opportunity for Graphene
MARKET OPPORTUNITY FOR GRAPHENE In addition to raw materials, Talga is focused on the manufacture and commercialisation of targeted products across 4 key industry sectors For personal use only Energy storage TalpheneTM Carbon fibre ConstrucQon addiQves (ba]eries) enhanced coaQngs composites/resins Ad
Slide 10: Strategy in Action: Roadmap for Coating Products
STRATEGY IN ACTION: ROADMAP FOR COATING PRODUCTS Talga’s most advanced product development highlights the Company’s ability to execute on For personal use only its strategy of targeting large end users and securing commercialisation agreements MONETISATION Academic Prototype IP Peer Industry Partner
Slide 11: Corporate Snapshot
CORPORATE SNAPSHOT FINANCIAL INFORMATION SHARE PRICE PERFORMANCE For personal use only Share price (ASX code TLG) (11-May-17) A$0.77 Share price (A$) 12 months Volume (m) 52 week low / high A$0.21/ A$0.87 Shares outstanding1,2 181.9m Market CapitalisaQon A$140m Cash (31-Mar-17) A$6.2m Debt (31-Mar-1
Slide 12: Board and Management
BOARD AND MANAGEMENT Substantial commercialisation experience with some of Australia’s best known innovation and development projects For personal use only Terry SQnson Mark Thompson Grant Mooney Steve Lowe Non-ExecuQve Chairman Managing Director Non-ExecuQve Director Non-ExecuQve Director Former Pr
Slide 13: Talga Operations
TALGA OPERATIONS Vertically integrated carbon production operations based in Europe will provide a significant cost advantage. For personal use only 1. Upstream Source Talga Mining Pty Ltd Filial, Sweden ‣ 100%-owned flagship graphite project near Kiruna in Northern Sweden ‣ World’s highest grade gra
Slide 14: Upstream Source: Vittangi Graphite Project
1 UPSTREAM SOURCE: VITTANGI GRAPHITE PROJECT 100%-owned upstream asset which is the world’s highest grade JORC/NI43-101 For personal use only graphite mineral resource ‣ Talga flagship ViVangi graphite project located 20km east of LKAB’s iron ore mine and railhead at Svappavaara, Sweden ‣ World’s hig
Slide 15: Upstream Source: Vittangi Graphite Project (video)
1 UPSTREAM SOURCE: VITTANGI GRAPHITE PROJECT For personal use only For video see hVps://www.youtube.com/watch?v=q2Xmz7Buj3A 14
Slide 16: Midstream Processing: Test Processing Facility
2 MIDSTREAM PROCESSING: TEST PROCESSING FACILITY Talga successfully commissioned Phase II of its graphene processing facility in September 2016 and is producing graphene samples for several industrial customers For personal use only Test facility in Rudolstadt, Germany (process scale-up, R&D, indust
Slide 17: Downstream: Product Development
3 DOWNSTREAM: PRODUCT DEVELOPMENT Talga has in-house ‘value added’ product development capabilities – starts with internal For personal use only prototype testing followed by external validation with end users Product Development Research Partners ‣ Talga’s UK team, based in Cambridge, focuses on de
Slide 18: Commercialisation Partners to Accelerate Development
COMMERCIALISATION PARTNERS TO ACCELERATE DEVELOPMENT Talga has formal agreements with well capitalised, industry leading partners to accelerate the commercialisation of its graphene products For personal use only CollaboraQon underway AnQ-corrosion product Focused on flow to develop coaQngs Focused o
Slide 19: Coating Product - Anti Corrosion
COATING PRODUCT - ANTI CORROSION In ASTM-standard salt exposure tests Talga graphene formulation improves performance over chrome-containing reference. Patent lodged and customer trials in progress. For personal use only AHer 1,500hrs salt spray COMMERCIAL CHROME- TALGA GRAPHENE CONTAINING REFERENCE
Slide 20: Coatings Product Development Deal
COATINGS PRODUCT DEVELOPMENT DEAL Talga is advancing higher performance coatings with graphene as eco-friendly alternative to chromium, zinc and copper for giant global coatings market For personal use only ‣ In March 2017 Talga signed a Joint Development Agreement (“JDA”) with Chemetall, a global b
Slide 21: Construction Products - Concrete
CONSTRUCTION PRODUCTS - CONCRETE High performance concrete Concrete graphene mix High strength concrete bridge, Sweden. For personal use only ‣ Graphene added to concrete can improve strength ‣ ApplicaAons in the construcAon sector include high rise buildings, roads, rail and other infrastructure ‣
Slide 22: Construction Products - Concrete
CONSTRUCTION PRODUCTS - CONCRETE Thermally conductive concrete is a growing market which has potential to For personal use only be an early adopter of graphene enhanced products. ‣ Graphene added to concrete can enable electrical or thermal conducAvity ‣ April test results of Talga product shows up
Slide 23: Energy Products - Lithium Ion Batteries
ENERGY PRODUCTS - LITHIUM ION BATTERIES Talga is positioned to supply higher performance and lower cost Li-ion, flow and alkaline batteries with more eco-friendly manufacturing For personal use only ‣ Talga micrographite in Li-ion baVeries requires less harmful processing steps than standard flake pr
Slide 24: Energy Products - Printed Batteries
ENERGY PRODUCTS - PRINTED BATTERIES Talga is co-developing supply of graphene conductive inks for electrodes in the world’s thinnest, flexible printed batteries For personal use only ‣ Talga has signed a joint development agreement (“JDA”) with Zinergy UK Ltd to co-develop and supply graphene-based
Slide 25: Composites Products
COMPOSITES PRODUCTS Carbon fibre and paint coating epoxy resins For personal use only ‣ Graphene has been demonstrated (through Talga partner Haydale) to make epoxy resin systems stronger, lighter or conducAve ‣ Epoxy resins are used to make carbon fibre, a lightweight material with growing volume us
Slide 26: Products - Energy, Coatings, Composites
PRODUCTS - ENERGY, COATINGS, COMPOSITES 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 >3b TYRES ANNUM >60kg >150 DIFFERENT HEATING/COOLING EQT EL
Slide 27: Talga is Uniquely Placed to Unlock Graphene
TALGA IS UNIQUELY PLACED TO UNLOCK GRAPHENE Talga is a unique graphite/graphene company with integraQon along mulQple stages of the value chain For personal use only ASX-listed Speciality Chemicals ASX-listed Graphite Companies Talga stands out as an advanced specialty chemicals company. Talga is fo
Slide 28: Summary - Talga Opportunity
SUMMARY - TALGA OPPORTUNITY On path to be the world's largest volume, best margin supplier of graphene and For personal use only micrographite materials ‣ Own 100% of a ‘freak’ ore body in Aer 1 mining and technology materials desAnaAon Talga raw ore 24.4%C graphite 25.5%C graphite ‣ Mining doesn’t
Slide 29: Monetisation of Secondary Assets
MONETISATION OF SECONDARY ASSETS Ongoing work on secondary assets to advance them to a commercialisation decision and maximise shareholder returns For personal use only A variety of corporate and operaQonal alternaQves to be considered to maximise value to shareholders, including project development
Slide 30: Company Directory
COMPANY DIRECTORY Talga Resources Ltd has subsidiaries in UK, Sweden and Germany For personal use only Talga Resources Ltd | Perth, Australia First Floor, 2 Richardson Street, West Perth WA 6005 Australia P| +61 8 9481 6667 E| admin@talgaresources.com Talga Technologies Limited | Cambridge, UK Futur
Slide 31: Appendix and Statements
APPENDIX AND STATEMENTS Competent Person’s Statements The informaAon in this document that relates to exploraAon results is based on informaAon compiled by Amanda ScoV, a Competent Person who is a Member of the Australian InsAtute of Mining and For personal use only Metallurgy (Membership No.990895)
Slide 32: Graphite JORC Resources and Exploration Targets
GRAPHITE JORC RESOURCES AND EXPLORATION TARGETS Nunasvaara JORC (2012) Mineral Resource (17% Cg cut-off) Talga Graphite Exploration Targets 2 0-100m Depth JORC 2012 Graphite For personal use only Tonnes Exploration Tonnes (0-100m Vertical Graphite Classification (%Cg) Project Target Depth) (% Cg) In
Slide 33: Iron Ore JORC Resources and Exploration Targets
‘IRON ORE’ JORC RESOURCES AND EXPLORATION TARGETS Masugnsbyn JORC (2004) Mineral Resource1 (20% Fe cut-off) For personal use only JORC 2004 Iron Deposit Tonnes Classification (%Fe) Masugnsbyn Indicated 87,000,000 28.3 Masugnsbyn Inferred 25,000,000 29.5 Total 112,000,000 28.6 Vittangi Iron Project I
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