Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — IDTechEx Show 2019
38 slides from Talga's conference presentation, Nov 20, 2019
Slide 1: Talga Presentation at IDTechEx Show 2019
ASX Release 20 November 2019 ASX:TLG Talga Presentation at IDTechEx Show 2019 For personal use only Advanced battery anode materials and graphene additives provider Talga Resources Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation to be delivered today by the
Slide 2: The Market Focused Approach: Unlocking graphene potential through integrated products
For personal use only The Market Focused Approach: Unlocking graphene potential through integrated products IDTECHEX / © TALGA RESOURCES LTD, 20 NOVEMBER 2019
Slide 3: Forward Looking Statement & Disclaimer
Forward Looking Statement & Disclaimer For personal use only This presentation has been prepared by Talga Resources Ltd (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 4: Why Graphene?
Why Graphene? For personal use only Graphene is an ultra-thin form of graphitic carbon which can be added to new or existing materials It can make materials stronger, lighter and more functional, thereby decreasing the use of toxic plastic, metals and chemicals in some products However it’s uptake a
Slide 5: Talga Resources
Talga Resources For personal use only A highly integrated producer of advanced battery anode materials and graphene additives Since being founded and listing on the ASX in 2010, Talga moved to develop a range of clean-tech products utilising its high grade natural graphite deposits in Sweden We now
Slide 6: Full Vertical Integration
Full Vertical Integration For personal use only EUROPEAN BASED AND VERTICALLY INTEGRATED TO SERVE GLOBAL MARKETS • Talga Sweden 100%-owned high grade graphite Graphite Source deposits under development • Talga Germany 100%-owned pilot production Pilot Process & facility for scaling up process Sample
Slide 7: The Graphene Market
For personal use only The Graphene Market Moving from lab to marketplace
Slide 8: Graphene Types and Market Segments
Graphene Types and Market Segments For personal use only Forecast of 2024 Graphene Use GRAPHENE SINGLE LAYER LAB GRAPHENE Composites Energy Storage FEW LAYER INDUSTRIAL GRAPHENE GRAPHENE Electronics Photovoltaics Lubricants Flexible Paints/ GRAPHENE Electronics Water Coatings Printed NANOPLATELETS T
Slide 9: Graphene Industry Timeline
Graphene Industry Timeline For personal use only The Market INDUSTRY LOW VOLUME INVESTMENT CAPACITY VOLUME Outlook HYPE & VERY HIGH IN INDUSTRIAL EXPANSION & LEADERS PRICE PROCESSING CONSISTENCY ESTABLISHED Production LAB SCALE RANGE OF RANGE OF ESTABLISHED STANDARDS ESTABLISHED Capacity PRODUCTION
Slide 10: Delivering on Graphene Potential
For personal use only Delivering on Graphene Potential Bulk production for graphene additive supply to industrial markets
Slide 11: Unlocking Graphene Potential
Unlocking Graphene Potential For personal use only ENSURING GOOD STABLE DISPERSION IN THE MATRIX EXFOLIATION EXFOLIATION EXFOLIATION AGGLOMERATION AGGLOMERATION AGGLOMERATION AGGLOMERATED DISPERSED Polymeric or Water based Resin system
Slide 12: Talga Advantage: Particle Morphology
Talga Advantage: Particle Morphology For personal use only ADDITIONAL EDGES PROCESS IMPLICATIONS • Higher degree of functionalization & dispersion • Lower chances of blockages during extruding/printing • Higher sites for cross-linking N = 90 N = 42 DEGREE OF AGGLOMERATION IMPROVED REINFORCEMENT • Le
Slide 13: Graphene Functionalisation
Graphene Functionalisation For personal use only DISPERSION ENABLED BY FUNCTIONALISATION ACCORDING TO SYSTEM CHEMISTRY FUNCTIONALISATION REACTION NH - R R NH2 -R NH NH NH-R -R -R Amino substituted Amino substituted NH Talphene® in Polymer linker linker NH NH NH -R -R -R Talphene® Talphene® flakes Fl
Slide 14: Talga Production Overview
Talga Production Overview For personal use only MINE-TO-PRODUCT BATTERY ANODE MATERIAL AND GRAPHENE ADDITIVE SUPPLY CHAIN End user Mining Processing Refining Talga Products Applications Talnode® Graphite High Power Battery Anode Material Natural Graphite Proprietary Process Ore Technology Talphene®
Slide 15: Talga Pilot Plant
For personal use only Talga Pilot Plant
Slide 16: Talga Materials
Talga Materials For personal use only Talphite® / High purity micro-graphite using proprietary electrochemical exfoliation and concentration process Talphene® Nanoplatelets / Multi-layered platelets of graphene using combinations of proprietary processes Talphene® Flakes / Few layer graphene flakes
Slide 17: Key Product Sectors
Key Product Sectors For personal use only ENERGY Lithium-ion battery materials / Silicon & STORAGE Solid State anodes / Conductive Additives ENHANCED Cr(VI)-free pre-treatment coatings / Anti- COATINGS corrosion coatings / anti-fouling systems COMPOSITES Conductive and high strength plastics or poly
Slide 18: Translating to Real World Use
For personal use only Translating to Real World Use An example of successful lab to market journey of bulk graphene
Slide 19: Market - Marine Coating
Market - Marine Coating For personal use only Global paints and coating market estimated at ~54 million tonne per annum with marine coatings segment projected to grow to USD$12 billion by 2024 • Market drivers include environmental and regulatory demands, fuel efficiency, construction costs (pre-fab
Slide 20: Graphene Selection Criteria
Graphene Selection Criteria For personal use only POTENTIAL MECHANISMS OF GRAPHENE ADDITIVE FOR MARINE COATING (PRIMER) • Increased barrier effect from impermeability of graphene flakes • Increased tortuous path effect, slowing oxidation • Electrochemical potential via anodic and cathodic effects fr
Slide 21: Primer Test Program
PREPARATION PHASE 1 TEST WORK PHASE 2 TEST WORK For personal use only SELECT COATING SYSTEM GRAPHENE PRODUCTION FUNCTIONALISATION SPRAY COATING PANELS SALT SPRAY TESTING SPRAY COATING PANELS SALT SPRAY TESTING MECHANICAL TESTING FIELD TEST APPLICATION FOLLOWED BY 12-18 MONTHS PERFORMANCE MONITORING
Slide 22: Product Development
Product Development For personal use only IN-HOUSE DEVELOPMENT, PREPARATION AND CORROSION TESTING TO ASTM STANDARDS ADDITIVE PREPARATION COATING APPLICATION CORROSION TESTING SEE: ASX:TLG 4 NOV 2019
Slide 23: Product Development
Product Development For personal use only ADHESION AND MECHANICAL TESTING TO ASTM STANDARDS ADHESION: Pull off Test (ASTM 4541) and Overcoating Test (ASTM 4541) MECHANICAL PERFORMANCE: Impact Test (ASTM 2794) and Abrasion Resistance (ASTM D4060) SEE: ASX:TLG 4 NOV 2019
Slide 24: Marine Primer Development Results
Marine Primer Development Results For personal use only GRAPHENE INCORPORATION IN COMMERCIAL PRE-FAB AND POST FAB PRIMERS Commercial Primer Successful incorporation of functionalised Talphene® into primers for steel and aluminum substrates to enable reduction of toxic additives such as Cr, Cu or Zn
Slide 25: Largest Single Graphene application
Largest Single Graphene application For personal use only APPLICATION OF TALPHENE®-ENHANCED PRIMER TO 33,000 TONNE CARGO SHIP SEE: ASX:TLG 4 NOV 2019
Slide 26: Real World Trial
For personal use only Real World Trial
Slide 27: Other Products Under Development
For personal use only Other Products Under Development In-house R&D alongside partner collaboration programs
Slide 28: Cleaner Concrete
Cleaner Concrete For personal use only Reposition concrete, the world’s most widely used construction material and a large greenhouse gas emitter, as an integral part of building a greener future • Standard cement combined with Talga graphene • Prototype concrete exhibits significantly increased ele
Slide 29: Greener Packaging
Greener Packaging For personal use only Graphene technology with material impact to performance and functionality for innovative and sustainable packaging solutions • Graphene packaging technology drivers include waste reduction, increased recycling, cost decreases and multi-functionality • JDA exec
Slide 30: Next-Gen Batteries
Next-Gen Batteries For personal use only In-house battery technology innovations focusing on higher performance graphene hybrid anode materials • Development of Talnode®-Si, a graphene silicon-anode for higher energy density (70% higher than standard) • Development of Talnode®-E, a graphene hybrid a
Slide 31: Superior Composites
Superior Composites For personal use only Graphene solutions for applications with complex needs and requirements such as automotive, aerospace, biomedical and sports goods • Graphene composite technology drivers include strength increase, impact resistance, weight and cost reduction and conductivit
Slide 32: Graphene Business
Graphene Business For personal use only Talga’s business model is to sell or licence a range of functionalised fit-for-purpose graphene additives, not raw/basic graphene materials Targets large volume applications with performance and eco-sustainability as key market drivers Strong synergies between
Slide 33: Talga Resources Ltd contact details
For personal use only TALGA RESOURCES LTD ASX Code: TLG Head Office: 1st Floor, 2 Richardson Street, West Perth WA 6005, Australia Phone: +61 8 9481 6667 Email: admin@talgaresources.com Website: www.talgaresources.com GLOBAL OPERATIONS Talga Sweden: Vänortvägen 2, 981 32 Kiruna, Sweden Talga Sweden:
Slide 34: Competent Person Statements
Competent Person Statements The information in this report that relates to Graphite Resource Estimation for the Vittangi Project is based on information compiled by Oliver Mapeto and reviewed by Albert Thamm. Both Mr Mapeto and Mr For personal use only Thamm are consultants to the Company. Mr Mapeto
Slide 35: Appendix
For personal use only Appendix
Slide 36: 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 23.53 Proven 0 0 Probable 1,935,000 23.53 Mineral Resources 1, 2, 4, 5, 7, 8, 9 Tonnes Graphite (% Cg) Vittangi Nunasvaara (JORC 2012) 12,300,000 25.57 Indicated 10,700,00
Slide 37: Peer Comparison Information
Peer Comparison Information MINERAL RESOURCES ESTIMATE GRADE JORC/NI43-101 For personal use only Company Project Stage MRE Grade Cut-off Grade Information Source ASX Announcement, 27 April 2017 Talga Nunasvaara Development 25.5 17 https://www.asx.com.au/asxpdf/20170427/pdf/43h rrm62qg5hp8.pdf Compan
Slide 38: Peer Comparison Information
Peer Comparison Information MINERAL RESOURCES ESTIMATE GRADE JORC/NI43-101 For personal use only Company Project Stage MRE Grade Cut-off Grade Information Source Company Website, 19th September 2019 Sovereign Mallingunde Development 7.1 4 www.sovereignmetals.com.au/projects ASX Announcement, 28 Augu