Talga Group Ltd. · ASX:TLG
Talga — Talga Gold — Investor Presentation (May 2012)
28 slides from Talga's investor presentation, May 3, 2012
Slide 1: Company Graphite Projects Presentation May 2012
For personal use only Company Graphite Projects Presentation May 2012 ASX: TLG
Slide 2: Forward Looking Statements & Disclaimer
Forward Looking Statements & Disclaimer For personal use only This presentation has been prepared by Talga Gold Limited (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 3: Corporate Overview
For personal use only Corporate Overview Board Exchange: ASX Code TLG Sean Neary Shares 46.35 Million B.Ec, M.Law (Tax), CPA Options (unlisted/employee) 4.35 Million Chairman & Top 20 own 53% Non-Executive Director Cash $2.70 Million (At Mar 31,2012. $=AUD) Major shareholders: Mark Thompson Director
Slide 4: Introduction
For personal use only Introduction Raised $5M @ 20c in IPO July 2010 Right to 100% equity in all projects Active explorer drilled 118 holes totalling 8,099 metres and sampled over 7,100 geochemical sites since listing 2010 Further Raise $2.1M @ 35c in June 2011 Drilling iron, gold and tellurium disc
Slide 5: TCL Sweden Ltd Option
TCL Sweden Ltd Option For personal use only During 2011 Talga Gold Ltd (“Talga”) subsidiary Talga Mining P/L pegged 100% of exploration Talga Gold Limited Teck Resources Limited permits in Sweden containing Graphite projects ASX: TLG NYSE: TCK including JORC Code Compliant Inferred Resource Estimate
Slide 6: What is Graphite?
What is Graphite? For personal use only Graphite is a naturally occurring mineral form of carbon. Graphite has highest melt point in nature 3600oC Graphite can be used to form Graphene, 200x strong as steel Worldwide “Graphite” market estimated to be worth US$12B/yr*: Steel & Refractories 41%, Carbo
Slide 7: Why Graphite? World Natural Graphite Production
Why Graphite? World Natural Graphite Production For personal use only CHINA World natural graphite supply is 80% from China Chinese exports decreased under new tariffs and regulations, and demise of near surface high grade deposits REST OF WORLD Graphite declared a “Strategic Mineral” akin to Lithiu
Slide 8: New Demand Driver
New Demand Driver March 8, 2012 – Snapshot of media announcing Mercedes adoption of electric power across most of range, supporting projected high growth for Li-ion battery market and associated consumption of graphite For personal use only New graphite markets opening in ‘green energy’ as takes up
Slide 9: Sweden Graphite Projects
Sweden Graphite Projects For personal use only JORC Code Inferred Resource Estimates Nunasvaara 3.6Mt @ 23.0% C Raitajärvi 0.5Mt @ 10.8% C Total 4.1Mt @ 21.5% C Plus Additional Exploration Target1 Total (to 50m depth) 11.6-38.8Mt @ 3.4-40.9% C 1 JORC Code compliant Exploration Targets are calculated
Slide 10: Nunasvaara (Option to 100%)
Nunasvaara (Option to 100%) GRAPHITE For personal use only JORC Code Compliant Inferred Resource Estimate Nunasvaara 3.6Mt @ 23.0% C JORC Code Compliant Exploration Target1 Exploration potential 15km Strike Extension 0.3-0.5Mt @ 23-28% C Mapped Graphite Horizon See Inset Next Page Highest graphite g
Slide 11: Nunasvaara Strike Extension
0 metres 200 Nunasvaara Strike Extension Nunasvaara OPE Exploration Target N Costean Graphite Results COSTEANS 0.3-0.5Mt @ 23-28% C 16m @ 26.1%C C12 10.5m @ 31.0%C For personal use only 3m @ 18.8%C C11 Graphite Mineralisation from Surface C9 4m @ 23.0%C C10 15m @ 21.1%C 4m @ 10.5%C C7 12 trenches/co
Slide 12: Nunasvaara
Nunasvaara 1000mE 1050mE 1100mE 1150mE GRAPHITE Trench 21m @ 27.6%C For personal use only 350m RL RL 350m 4 3310 4 44 Costean05 ^ D ^ ^ 0 ril 0.7 5.6 22.2 27.1 31.4 34.7 25.8 27.4 11.4 12.1 5.4 19.5 21.2 40.3 47.2 41.9 42.0 38.1 39.1 28.0 26.2 33.1 0.8 0.5 lh ol e ID 25 % C Dr 44 illh Previous drill
Slide 13: Nunasvaara Resource Block Model
Nunasvaara Resource Block Model GRAPHITE For personal use only OPEN OPEN OPEN OPEN >25 %C 20-25 %C 15-20 %C JORC Code Inferred Mineral Resource 10-15 %C Million Graphite Model Cutoff %C Tonnes Grade %C Depth <10 %C 3.6 23 %C 110m 5% C
Slide 14: Raitajärvi
Raitajärvi For personal use only(Talga 100%) Delineated using 13 diamond drill holes over 200m strike length from a total 20 holes drilled by SGU JORC Code Compliant Inferred Resource Estimate 0.5Mt @ 10.8% C Open at depth and along strike 200m length Growth potential: 3km mapped EM Resource area Im
Slide 15: Raitajärvi Resource Block Model
Raitajärvi Resource Block Model GRAPHITE For personal use only OPEN OPEN OPEN >15 %C 11-15 %C JORC Code Inferred Mineral Resource OPEN 8-11 %C Million Graphite Model Cutoff %C 5-8 %C Tonnes Grade %C Depth 0.5 10.8 %C 70m 5 %C <5 %C
Slide 16: Metallurgy Average Graphite Flake Size
Metallurgy Average Graphite Flake Size Previous work on 87 petrographic samples % total flake indicate crystalline graphite and normal 40 For personal use only distribution (see appendix 2 for details) around medium to large specifications. >85% of graphite flake averages “Fine/ 30 Medium” to “Jumbo
Slide 17: Exploration Projects (TLG 100%)
Exploration Projects (TLG 100%) For personal use only In addition to the Nunasvaara and Raitajärvi deposits, Talga has multiple graphite projects with location synergies 5 JORC Code compliant graphite Exploration Targets1 11.6-38.8Mt @ 3.4-40.9% C (to 50m depth) within 100km radius
Slide 18: Exploration Projects: Suinavaar Project
Exploration Projects Suinavaar Project (100% TLG) For personal use only Historic diamond hole by SGU on base metal target intersects significant graphite bearing interval up to 70m width within overall 6.6km striking geophysical conductor Drilling highlights include: 45m @ 19.4% C from 25m above a z
Slide 19: Exploration Projects: Jalkunen Project
Exploration Projects DRILLHOLE K-JAL 1 50.6m @ 15.4%C For personal use only Jalkunen Project 2km long electromagnetic conductor 3 historic diamond holes by LKAB for 612.25m Graphite bearing schist intercepted over 50m Assays returned 50.6m @ 15.4% C 9 thin section studies indicate graphite flake siz
Slide 20: Exploration Projects Summer Drilling in Sweden
Exploration Projects Summer Drilling in Sweden Lehtosölkä Exploration Target1 1.0 - 1.8Mt @ 3.9 - 16.8%C For personal use only 5 historic diamond holes by SGU Best graphite intercept 19.5m @ 7.5% C Graphite flake sizes 0.1 mm and 0.3-0.4 mm. Approximately 20% >0.4 mm (Jumbo) Liviövaara Exploration T
Slide 21: Advantage North Sweden
Advantage North Sweden Technical High grades graphite, JORC Mineral Resources For personal use only established, substantial drilling on exploration targets Transport Excellent network of high quality road, rail and ports facilitate development , lower capex Regulatory Active, pro-mining jurisdictio
Slide 22: Next Steps in 2012
Next Steps in 2012 For personal use only Re-sample historic drill core for more detailed graphite characterisation and metallurgy - DONE Complete diligence and TCL Sweden Ltd acquisition Commence drilling to uplift status of inferred resources Graphite flake in diamond drill core from Talga’s 100% o
Slide 23: Graphite Deposit Peer Comparison
Graphite Deposit Peer Comparison Published “N43-101 and/or JORC Code” Mineral Resources For personal use only Million Grade Cut-off Contained Market Cap Company Deposit SG Tonnes %C %C Tonnes C US$M Northern Graphite Corp. Bisset Creek 81.0 1.7 1 2.63 1,377,000 100-110 Focus Metals Inc Lac Knife 7.9
Slide 24: Peer Comparisons
Peer Comparisons GRADE For personal use only Talga owns 2 of the only JORC/NI43-101 defined graphite deposits including the Highest Grade graphite resource in world This resource alone contains as much graphite as peers, without considering CONTAINED GRAPHITE additional JORC code compliant 7-13.8Mt
Slide 25: Thank You / More Information Contact
More Information Contact: Mark Thompson Thank You For personal use only Managing Director M: +61 (0) 424 043 380 E: mark@talgagold.com Talga Gold Limited 1st Floor, 2 Richardson St West Perth WA 6005 ASX:TLG Australia Tel +61 8 9481 6667 www.talgagold.com
Slide 26: Appendices: Historic Drill Hole Intercepts and Flake Size
Appendices For personal use only Appendix 1. Nunasvaara - Historic Drill hole Intercepts where >20% C over at least 25m downhole Appendix 2. Graphite flake size measurements from 87 Hole Northing Easting Azimuth Decl. From To Interval Graphite samples observed at Raitajärvi graphite deposit ID RT90
Slide 27: Resource Estimation Methodology
Appendices Appendix 3 Talga Gold Ltd Resource Estimation Methodology. For personal use only Nunasvaara Graphite Deposit: Inferred JORC compliant Resource. Drill hole data used in the Nunasvaara Graphite Resource estimate comprised a total of 17 diamond holes for 1,677.2 metres drilled along the enti
Slide 28: References & Qualified Persons
References & Qualified Persons For personal use only References & Mineral Resource Qualification 1 The JORC Code compliant Exploration Targets are not to be construed as JORC Code compliant Mineral Resources. The JORC Code compliant Exploration Targets are based on historic diamond drill testing, ai