Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Mines and Money Hong Kong 2014
29 slides from Talga's conference presentation, Mar 24, 2014
Slide 1: Mines and Money Hong Kong 2014 Presentation
24 MARCH, 2014! ASX: TLG MINES AND MONEY HONG KONG 2014 TALGA PRESENTATION RESOURCES For personal use only Talga Resources Limited (ASX:TLG) (“Talga” or “the Company”) is pleased to provide a copy of the presentation to be delivered today by Managing Talga Resources Ltd Director Mr Mark Thompson at
Slide 2: Graphite Resources Investor Presentation
24.4%Cg TALGA For personal use only GRAPHITE Nunasvaara Graphite Resource Grade RESOURCES 2-3km Distance to sealed road 20-25km Distance to rail MINES & MONEY 1-2 days HONG KONG Delivery time to market 24 March 2013 100% Owned by Talga _______________________________ SWEDEN Investor 22% Corporate Ta
Slide 3: Forward Looking Statements and Disclaimer
* Cover picture; graphite from outcrop, Nunasvaara. Forward Looking Statements and Disclaimer: For personal use only This presentation 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 explora
Slide 4: Executive Summary
Executive Summary ‣ Talga Resources Ltd (“Talga”) is a mineral exploration & development company For personal use only listed on the Australian Stock Exchange (“ASX”) since July 2010. ‣ The Company wholly owns multiple graphite, iron ore and copper/gold projects in Sweden gained through the acquisit
Slide 5: Corporate Overview
Corporate Overview - ASX:TLG For personal use only Board of Directors Capitalisation Summary at 21/3/2014 Keith Coughlan Non-executive Chairman Ordinary Shares 105.1M Unlisted Options1 3.75M Mark Thompson Managing Director Cash (approx, at 21/3/2014) $1.7M Grant Mooney Non-executive Director Debt $0
Slide 6: Talga's Graphite Projects
Talga’s Graphite Projects ‣ 100% ownership of five graphite projects with multiple For personal use only deposits offering the full range of market size specifications. ‣ Two advanced stage projects in the development pipeline. These are drilled to JORC Indicated status and preliminary economic stud
Slide 7: Talga projects proximal to established mining, milling and transport infrastructure
Talga projects proximal to established mining, milling and transport infrastructure To Narvik For personal use only Magnetite Concentrator Magnetite Concentrator se d Railway Kiruna magnetite mine and mill owned by LKAB. Propo Photo©Fredric Alm/LKAB Extension Magnetite Magnetite Concentrator Concent
Slide 8: What is Graphite?
What is Graphite? ‣ Graphite is a crystalline form of carbon that most commonly forms when carbon-rich rocks undergo metamorphism For personal use only (pressure/temperature induced change). ‣ Graphite (the mineral) consists of parallel sheets of carbon atoms in a hexagonal lattice. The individual s
Slide 9: Natural graphite market
Natural graphite market Volume Comparison of Natural Graphite Market Tonnes ‣ Natural graphite demand is about 1.1Mt/yr, a volume similar to Annum 1,300,000 Ni Nickel, with total value approximately US$1B/yr. Cg For personal use only 1,100,000 900,000 GRAPHITE ‣ Graphite is most commonly sold as a c
Slide 10: New Demand Driver
New Demand Driver 10x For personal use only More graphite than lithium in a Li-ion Battery. Internals of Li-ion Battery ‣ Graphite is a significant component of many types of battery, particularly Li-ion. ‣ Commonly there is 10x more graphite than lithium Nunasvaara graphite in drillcore in a Li-ion
Slide 11: Price settling well above historic levels; exceeding trend
Price settling well above historic levels; exceeding trend. 4 First For personal use only Column ACTUAL SEPT 2013 ACTUAL MAR 2014 X X X X 14 13 13 12 13 X X After record prices in 2011-12 graphite prices declined but have stabilised far above long term historical Realised graphite prices across all
Slide 12: Europe Natural Graphite Imports
Europe Natural Graphite Imports EU zone graphite consumption (,000t/annum) Industrial Minerals 2012 Report Data Subset 1+2 For personal use only ‣ EU consumes 20% of world’s natural graphite production, and imports 95% of its needs (vast majority from China). ‣ EU has classified graphite as a “criti
Slide 13: Advantages of Northern Sweden for Mining
Advantages of Northern Sweden for Mining For personal use only ‣ Ranked No.1 mining jurisdiction in world by Fraser Institute 2013-14 ‣ Corporate tax rate 22%, Mineral Production tax 0.2% ‣ Established bulk commodity infrastructure with open access rail, road and ports ‣ Low cost power from hydroele
Slide 14: Logistics Advantages
Logistics Advantages Road through Nunasvaara project ‣ Talga’s projects located proximal to high quality sealed roads For personal use only and open-access heavy haulage railway. ‣ Direct road and rail link to Europe markets via Öresund bridge and tunnel. No shipping required. ‣ Major cost advantage
Slide 15: Vittangi Project - Nunasvaara Graphite
Vittangi Project - Nunasvaara Graphite ‣ World’s highest grade JORC/NI43-101 resource1of (ASX:TLG 8 Nov For personal use only 2012) 7.6Mt @ 24.4% graphite (“Cg”) (see appendix). ‣ Resource mineralisation from surface to 165m depth and remains open. Average true width 20m over 1.2km strike and remain
Slide 16: Growth potential and logistics advantages
Growth potential and logistics advantages ‣ Graphite unit is mapped by Swedish Geological Survey over 15km strike. For personal use only ‣ Surface sampling by Talga along the outcropping unit averaged 26.2% Cg with grades up to 46.7% Cg. ‣ Less than 8% of graphite unit drill tested to date. ‣ Develo
Slide 17: Graphene Development Option
Graphene Development Option On 19 Feb 2014 Talga announced exceptional results from graphene testwork on Nunasvaara graphite. Key conclusions of the testwork include: For personal use only ‣ Unoxidised graphene can be directly and rapidly liberated from unprocessed, unpurified Nunasvaara graphite or
Slide 18: Graphene Market
Graphene Market Growing fast, massive research and development funding ‣ Exponential growth apparent in graphene patents a For personal use only proxy for growing use. ‣ Market in infancy with most being used in government and private research institutions towards finalising applications. ‣ As for g
Slide 19: Graphene Supply Chain
Graphene Supply Chain Talga has major and unique potential in low cost bulk supply. For personal use only Raw Graphite Graphite Ore Talga Resources Purified Graphite Concentrate Mason Graphite Diagram adapted from source http://www.graphenetracker.com/invest/ 18
Slide 20: Raitajärvi Graphite Project
Raitajärvi Graphite Project Övertorneå Town To Ports Railhead ‣ Advantageously located 2km from the Överkalix - For personal use only Övertorneå Highway and grid power, 25km to town and railway, 130km to port. RAITAJÄRVI ‣ Current total JORC 2004 resource1 of 4.3Mt @ 7.1% RESOURCE Cg, open and less
Slide 21: Piteå Jumbo Flake Project
Piteå Jumbo Flake Project For personal use only ay ‣ 3 historic drillholes targeting base metals ilw Luleå Town Ra intercepted coarse flake graphite within a 4 x 1km and Port Rai EM anomaly. lwa y ‣ 80% of flake graphite at Piteå exceeds 300 µm Piteå Town and Port ay size i.e. 80% +50 mesh, aka “jum
Slide 22: Talga's Graphite Development Advantages
Talga’s Graphite Development Advantages ‣ Highest grade JORC/NI43-101 graphite resource in world. For personal use only ‣ Located on road and rail routes to major markets. ‣ Advanced stage PEAS underway; further major drilling not required. ‣ Low cost capex and bottom of production cost curve expect
Slide 23: Divestment Projects - Iron Ore (Sweden)
Divestment Projects - Iron Ore (Sweden) Talga is divesting all non-core projects to focus on graphite. For personal use only The most advanced divestment project is Masugnsbyn and additional JORC resources1 exist at Vittangi. Total JORC resource1 inventory of 236Mt @ 30.7% Fe, with further growth ta
Slide 24: Divestment - Kiskama Cu/Au (Sweden)
Divestment - Kiskama Cu/Au (Sweden) Large Iron Oxide Copper-Gold (“IOCG”) mineralisation system. Pre-1992 drilling by government agencies included 101 drillholes for For personal use only 13,836m. Only 27% assayed for Cu and less than 2% assayed for Au. Significant shallow, wide intercepts of copper
Slide 25: Divestment Project - Gold
Divestment Project - Gold The company wholly owns multiple gold projects in Australia which consist of early to For personal use only advanced exploration-stage projects with very high grades of gold in surface sampling and drilling. Highlights to date include drilling intercepts of 7m @ 14.4g/t Au
Slide 26: Contact for divestment projects
Wimmer&Financial& Disclaimer!! To get further information or register interest in a For personal use only divestment project contact: Mark Thompson - Managing Director 1st Floor, 2 Richardson St West Perth WA 6005 Australia Tel +61 89481 6667 admin@talgaresources.com www.talgaresources.com ASX: TLG
Slide 27: Talga Asset Structure and JORC (2004) Resources
Appendices Talga Asset Structure and JORC TALGA RESOURCES LTD (2004) Resources* 1 Note: This information was prepared and first disclosed under the JORC code 100% For personal use only 2004. It has not been updated since to comply with the JORC code 2012 on the basis that the information has not mat
Slide 28: Graphite size classification and prices
Appendices Graphite size classification. Common natural graphite concentrate product sizes, grades and prices For personal use only Size Size Purity Quote Trade Name microns US Mesh Size (microns) US Mesh % C US $/tonne Amorphous/Ultrafine <10 na 300+ 50+ 94-97 >1700 Amorphous/Fine 10-75 -200 94-97
Slide 29: References & Qualified Persons
References & Qualified Persons For personal use only 1 Resource Note: All Talga owned resources referred to in this report are based on information prepared and first disclosed under the JORC code 2004. They have not been updated since to comply with the JORC code 2012 on the basis that the informat