Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (November 2024)
16 slides from Talga's investor presentation, Nov 7, 2024
Slide 1: Talga Webinar Presentation (ASX Release)
ASX Release ASX:TLG 7 November 2024 Talga Webinar Presentation Battery materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation delivered by Talga’s Managing Director Mark Thompson during today’s investor webinar, Thursday 7 November 202
Slide 2: Talga Group Quarterly Webinar November 2024
For personal use only Talga Group (ASX:TLG) Quarterly Webinar November 2024 © Talga Group Ltd, 7 November 2024 Cover image: Talga graphite ore CNC milled into fuel-cell bipolar plate samples.
Slide 3: 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 4: Fully integrated battery materials and technology company
Talga Group Ltd (ASX:TLG) a fully integrated battery materials and technology company For personal use only Anode supply from graphitic materials Emerging producer of Li-ion battery anode products using graphite, graphene and silicon materials 3
Slide 5: Overview: Group Summary
Overview Group Summary For personal use only Growth market Green Leader Strategic Battery graphite anode and Powered by renewable electricity. Tier 1, high-grade, long-life recycling process tech, silicon LCA show 92% less GHG emissions critical asset. Largest natural and next gen anode products tha
Slide 6: Battery market growth continues
Battery market growth continues Rho Motion Quarterly Li-ion Battery Demand For personal use only by Region - all end use markets (EV, ESS, 3C) Global sales still in early stage of growth/ramping up EV, ESS and 3C market Li-ion battery anode demand continues rapid growth compared to legacy material m
Slide 7: Vittangi Anode Project
Vittangi Anode Project Mine Sweden For personal use only Integrated 19,500tpa anode production (Stage 1) with significant expansion potential 2024 mining study shows options up to ~425,000tpa anode concentrate 100% owned. Europe’s largest and highest grade graphite resource Premium logistics: direct
Slide 8: Advanced stage Anode Project
Advanced stage Major reduction of Refinery building footprint 23% reduction in energy consumption Anode Project For personal use only €560m Capex (excl. contingency) (AACE Class 3 estimate level with a ± 10% accuracy) 2024 FEED Study delivers strong results and major permitting milestones achieved S
Slide 9: Anode Project Financing
Anode Project Awarded €70m Innovation Fund grant towards Luleå Anode Refinery Financing Debt consortium cornerstoned by European For personal use only Investment Bank approval for €150 million Strategy includes targeted Balance of target confirmed with leading 60:40 debt gearing investment banks and
Slide 10: Development: Talnode-C Recycled Series
Development: Talnode®-C Recycled Series For personal use only Graphite Black Coating Mass Talga’s innovative purification process and anode production technologies applied to battery black mass supply Graphite Used Purification Batteries Strong drivers from auto OEMs and battery manufacturers facing
Slide 11: Talnode-C Recycled Series
Talnode®-C Promising test results showing high energy capacity and first cycle efficiency Recycled Series For personal use only Aurubis agreement builds on other industry partnerships with significant players Talga wins UK and EU grant funding to support in-house development of recycled anode produc
Slide 12: SQM lithium partnership: Aero Lithium Project
SQM lithium 100% Talga owned Aero Lithium Project partnership Greenfields discovery with rock samples up to 1.9% Li2O with ~50km strike of untested For personal use only pegmatites in 270km2 area World-leading lithium producer Sociedad Química y Minera de Chile S.A (“SQM”) earning up to 70% in Aero
Slide 13: For personal use only
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 14: 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 15: JORC Exploration Target
JORC Exploration Target 2024 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 240Mt 350Mt 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 16: 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