Talga Group Ltd. · ASX:TLG
Talga — Benchmark Battery Megafactories Europe 2022
19 slides from Talga's conference presentation, Mar 22, 2022
Slide 1: Talga Presentation at Benchmark Battery Megafactories Europe 2022 - Berlin
ASX Release ASX:TLG 22 March 2022 Talga Presentation at Benchmark Battery For personal use only Megafactories Europe 2022 - Berlin Battery and advanced materials company Talga Group Ltd (“Talga” or “the Company”)(TLG:ASX) is pleased to provide a copy of the presentation to be delivered by the Compan
Slide 2: Building a vertically integrated European battery anode supply chain
For personal use only Building a vertically integrated European battery anode supply chain Martin Phillips Group COO and European CEO Talga Group Ltd (ASX:TLG)
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. For personal use only 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: Battery anode & advanced materials
Battery anode & advanced materials For personal use only Talga is building a fully integrated ultra-low CO2 battery anode supply chain Large, wholly owned natural graphite mineral resources in Sweden Operating our own process plants using in-house developed IP for purification, spheronising and coat
Slide 5: Purification Plant
Purification Plant For personal use only Demonstrated capability to refine natural graphite to battery grade levels via chemical and thermal purification processes Currently operating a European-based alkali roasting and acid washing plant producing on a continuous basis at ≥99.95% specification (in
Slide 6: Electric Vehicle Anode Plant
Electric Vehicle Anode Plant For personal use only First coated anode production plant in Europe (Swerim site in Luleå, Sweden) Plant will produce active anode material for EV batteries at large-scale quantities aligned with customer requirements Milestone installation of first anode coating equipme
Slide 7: For personal use only
For personal use only
Slide 8: Ramp up to initial 19,500tpa coated anode production from 2024
Following the EVA anode plant, Talga will ramp up to initial 19,500tpa (~16GWh) of coated anode production from 2024 For personal use only Vittangi Luleå DEN SWE Mine & Concentrator Anode Plant Operation uses clean renewable energy and responsibly extracted natural graphite from Talga’s Swedish Vitt
Slide 9: Marketing and Sales of Talnode-C
Marketing and Sales of Talnode®-C For personal use only Strong demand for Talga’s flagship Li-ion battery anode product Talnode®-C Highly engineered graphite anode material with ultra-low CO2 emission profile for both EVs and consumer applications Excellent charging performance at high load and low
Slide 10: Natural/Synthetic blends
Natural/Synthetic For personal use only blends Depending on customer specifications, EV battery anodes can be pure natural graphite or a blend with synthetic Talnode®-C has been designed to replace synthetic graphite in anode and enhance the performance of the battery pack EV customers are increasin
Slide 11: Localisation of anode for cell makers
Localisation of anode for cell makers For personal use only Planned European battery capacity totalling >850GWh by 2031 SOURCE: CIC ENERGIGUNE, FEBRUARY 2022, BENCHMARK MINERAL INTELLIGENCE, JANUARY 2022.
Slide 12: Exploring for sustainable growth
Exploring for sustainable growth For personal use only Strategic exploration activities to underpin potential future expansions of anode and advanced materials business 2021 phase of Niska Trial Mine successfully completed providing feed material for EVA 2021 Vittangi drilling returns world-class gr
Slide 13: Path to >100,000tpa anode production
Path to >100,000tpa anode production Niska adds to Vittangi to make Talga one of the largest anode producers outside China For personal use only Niska North Niska Expansion(1) (2020 Scoping Study) Talnode®-C 84,700tpa Talphene® 8,470tpa Life of Mine 14 years Pre-tax NPV8 base case US$3,540M Pre-tax
Slide 14: Partnerships for a greener future
Partnerships for a greener future For personal use only Working with respected battery customers and technology and development partners 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, 2 NOV, 24 NOV 2020 and 22
Slide 15: Global Operations
Kiruna Global Operations Luleå For personal use only Osaka Perth, Australia Stockholm Group head office Luleå & Kiruna, Sweden Cambridge Rudolstadt Anode production & integrated graphite mine Cambridge, UK Battery anode product & technology center Rudolstadt, Germany Metallurgical process pilot faci
Slide 16: Corporate Overview
Corporate Overview CAPITAL STRUCTURE For personal use only ASX:TLG (12 MONTHS) ASX Listing Code: TLG Market Capitalisation: $418.9M Listed Shares: 304.7M Unlisted Options: 13.4M (1) Cash as at 31 December 2021: $31.5M MAJOR SHAREHOLDERS Mark Thompson – M. Director 4.7% Kinetic Investment Partners 4.
Slide 17: Talga Group Ltd
For personal use only TALGA GROUP LTD ASX:TLG Group Head Office: Suite 3.03, Level 3, 46 Colin Street West Perth WA 6005, Australia Phone Number: +61 8 9481 6667 Email Address: info@talgagroup.com Website: www.talgagroup.com
Slide 18: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources For personal use only Ore Reserve 3, 6 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 Probable 2,260,140 24.1 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 25.6 Infer
Slide 19: 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
Talga Group — Benchmark Battery Megafactories Europe 2022 on 6ix