Talga Group Ltd. · ASX:TLG
Talga — Paydirt's Battery Minerals Conference 2021
23 slides from Talga's conference presentation, Jun 2, 2021
Slide 1: Talga Presentation at Paydirt's Battery Minerals Conference
ASX Release 2 June 2021 ASX:TLG Talga Presentation at Paydirt’s Battery Minerals Conference For personal use only Battery anode company Talga Group Ltd (“Talga” or “the Company”)(ASX:TLG) is pleased to provide a copy of the presentation delivered by the Company’s Managing Director, Mark Thompson, du
Slide 2: From Graphite to Anode
For personal use only FROM GRAPHITE TO ANODE Paydirt’s Battery Minerals Conference Mark Thompson – Managing Director Talga Group Ltd (ASX:TLG) OR E RILLC NGI D VITTA © TALGA GROUP LTD, JUNE 2021
Slide 3: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer For personal use only Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Niska Scoping Study The Niska Scoping Study is a preliminary technical and economic study of the potential viability of developing the Nunasvaara North, Niska S
Slide 4: Corporate Overview and Capital Structure
Corporate Overview CAPITAL STRUCTURE ASX Listing Code: TLG For personal use only ASX:TLG PERFORMANCE (12 MONTHS) Market Capitalisation: $497M Listed Shares: 303.2M Unlisted Options: 12.9M(1) Cash as at 31 March 2021: $58.4M MAJOR SHAREHOLDERS Mark Thompson – MD 4.7% Kinetic Investment Partners 4.5%
Slide 5: Electric Vehicle Sales Take Off
Electric Vehicle Sales Take Off EV sales rapidly increased in 2020 and OEMs dramatically expanding their offerings For personal use only EV Share of Sales (%) (1) Number of EVs Launched by 2025 (2) 0 20 40 60 80 12% 11% 10% 9% 8% 7% 6% 5% 4% 3% 2% 1% 0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2017
Slide 6: Big Auto Quits Combustion for EV's
Big Auto Quits Combustion for EV’s Growing list of major automotive manufacturers phasing out internal combustion engines For personal use only 2020 2025 2030 2035 2040 2045 2050 Ban on New Sales or Production (EU Only or Global) 50% Target Stop on Development SOURCE: TRANSFORMATIVE URBAN MOBILITY I
Slide 7: Driving New Demand for Graphite
Driving New Demand for Graphite For personal use only Graphite is the largest single active material in Li-ion battery by volume ~4.55 million tonnes coated graphite anode required by 2030 This is a new market for graphite which historically is mainly industrial products SOURCE: BENCHMARK MINERAL IN
Slide 8: EU: Fastest Growing Battery Market
EU: Fastest Growing Battery Market For personal use only Germany, 2024 Sweden, 2021 16 GWh, later 24 GWh 32 GWh, later 40 GWh Norway, 2024 Norway, 2023 8 GWh, later 32 GWh Ramp up to 40 GWh Germany, 2022 Slovakia, 2024 14 GWh, later 24 GWh 10 GWh United Kingdom, 2010 Germany, 2021 2.5 GWh Ramp up to
Slide 9: EU Coated Anode Demand
EU Coated Anode Demand Increasing amount of graphite anode required for planned battery production For personal use only nd Tonnes/Year V W & ema w t D 800,000 Ne thvol o r N 700,000 ~ 60,000 tonnes/year of anode materials 600,000 currently used in Europe (100% imported) 500,000 400,000 ~ 700,000 to
Slide 10: Supply Opportunity
Supply Opportunity For personal use only Build an integrated anode supply chain in Europe for the greenest lithium-ion batteries using: Responsibly extracted natural graphite - not energy intensive coke-based synthetic graphite 100% sustainable electricity processing - not fossil fuel powered produc
Slide 11: Talga Europe Operations
Talga Europe Operations European-based 100% controlled supply chain For personal use only • Talga Sweden Integrated graphite mine Anode & anode production Production • Talga Germany Pilot Process & Metallurgical process pilot Distribution facility & EU customer network • Talga UK Product Technology
Slide 12: Integrated Mine to Anode Project
Integrated Mine to Anode Project Talga Will Deliver Coated Active Anode Powder Ready for Battery Manufacturer Use For personal use only 1 2 3 4 Graphite Supply Anode Refinery Battery Manufacturing EV Production SEE: SIMPLIFIED SUPPLY CHAIN ABOVE – NORMALLY A WIDER RANGE OF ENTITIES INVOLVED BETWEEN
Slide 13: Talga's Vittangi Project Sweden
Talga’s Vittangi Project Sweden Integrating mining & refining to produce anode in Luleå for domestic use and exports For personal use only RAW MATERIALS Mining Mineral Processing Purification Coating ANODE MATERIALS 12 SEE: ASX:TLG 23 MAY 2019
Slide 14: The Complete Solution
The Complete Solution For personal use only Full in-house technology capability with 100% controlled mine-to-product supply. Anode products developed and piloted since 2018 Planned anode refinery in north Sweden to produce 19,000tpa coated anode (Talnode®-C) starting 2023 Refinery feedstock from Tal
Slide 15: Path to >100,000tpa Anode Production
Path to >100,000tpa Anode Production Niska adds to Vittangi to become largest anode producer outside China For personal use only Niska Expansion(1) (2020 Scoping Study) Talnode®-C 84,700tpa Niska North Talphene® 8,470tpa Vittangi Project Total JORC (2012) Mineral Resource Life of Mine 14 years 19.5
Slide 16: Path to Greener Anode
Path to Greener Anode Customers increasingly consider total production impact, LCA and location For personal use only CO2 ton/product ton 10 In Asia, >80% of Li-ion battery production uses 9 synthetically produced anode material that is: 8 7 o made with petroleum coke or coking coal 6 5 o graphitise
Slide 17: Talga Anode Products
Talga Anode Products Talga graphite battery anode range designed for growth across major developments For personal use only Silicon Talnode®-Si Silicon-graphene anode Current Anode for higher energy density Solid State Talnode®-C Talnode®-E Energy Capacity Graphite anode for large volume, low cost h
Slide 18: Partnerships for a greener future
Partnerships for a greener future Working with respected battery customers and technology & development partners 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, 24 JUNE and 2 NOV 2020. 17
Slide 19: Next Steps
Next Steps For personal use only Talnode® qualification processes underway with global battery makers & auto OEM’s Electric Vehicle Anode plant under construction to scale up Tier-1 auto qualification samples 25,000 tonne Trial Mine approved for Vittangi to commence in 2021 Project development talks
Slide 20: Talga Group Ltd
For personal use only TALGA GROUP 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: Storgatan 7, 972 38 Luleå, Sweden Talga Sweden: Vänortvägen 2, 9
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) 14,900,000 23.4 Indicated 10,400,000 2
Slide 22: Vittangi Anode Project: Timeline
Vittangi Anode Project: Timeline For personal use only Trial mine approved and full-scale mining applications submitted for 2023 production 2020 2021 2022 2023 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 25,000t ORE TRIAL MINE PERMIT COMMERCIAL MINE PERMIT SUBMISSIONS 100,000t ORE COMMERCIAL DFS
Slide 23: 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 boosts Swedish graphite project with maiden Niska resource’. The Company confirms that it is not aware of any new information or
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