Talga Group Ltd. · ASX:TLG
Talga — Euroz Hartleys Rottnest Island Institutional Investor Conference 2023
30 slides from Talga's conference presentation, Mar 7, 2023
Slide 1: Talga Presentation at Euroz Hartleys Rottnest Island Conference
ASX Release ASX:TLG 7 March 2023 Talga Presentation at Euroz Hartleys Rottnest For personal use only Island Institutional Investor Conference Battery and advanced materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation to be delivered b
Slide 2: About Talga / Forward-Looking Statements & Disclaimer
About Talga Talga Group Ltd (ASX:TLG) is building a European battery materials supply chain to offer products critical to the green transition. Talga’s innovative technology and vertical integration of 100% owned Swedish graphite resources provides security of supply and creates additional value for
Slide 3: Euroz Hartleys Rottnest Island Institutional Conference
For personal use only Talga Group Ltd ASX:TLG Euroz Hartleys Rottnest Island Institutional Conference 7 March 2023 © Talga Group Ltd, March 2023
Slide 4: 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 5: Talga Group
Talga Group For personal use only Graphite battery material supplier with 100% owned mineral resources in Sweden and processing-product technology Strong in-house expertise spans coated graphite and silicon anode products, development and marketing Talga is differentiated by: Full vertical integrati
Slide 6: Graphite is major part of all Li-ion Batteries / Forecast Graphite Anode Demand
Graphite is major part Forecast Graphite of all Li-ion Batteries Anode Demand For personal use only 8.0 250 200 6.0 (kg per vehicle) Million MWh 150 4.0 100 2.0 50 0 - 2018 2016 2019 2017 2015 2028 2026 2029 2027 2037 2023 2033 2021 2031 2035 2020 2022 2024 2025 2030 2032 2034 2038 2036 2039 2040 NC
Slide 7: Talga: a stronger, cleaner anode supply chain
Talga: a stronger, cleaner anode supply chain For personal use only Graphite concentrate Precursor anode material Active anode material Mining and Concentration Shaping and Purification Coating Talnode® Li-ion Batteries Current Anode Supply Chain China/Africa China China/Korea/Japan Europe Northern
Slide 8: Our Mission
Our Mission For personal use only to enable the world’s most sustainable batteries and consumer products through innovative graphitic materials
Slide 9: Talga Operations
Kiruna Talga Operations Luleå For personal use only Osaka Perth, Australia Stockholm Group head office Luleå & Kiruna, Sweden Rudolstadt Anode production and graphite deposits Cambridge Cambridge, UK Product and R&D technology centre Rudolstadt, Germany Production process pilot facility and EU custo
Slide 10: Operating first anode plant in Europe
Operating first anode plant in Europe For personal use only Electric Vehicle Anode (EVA) Plant, Sweden Producing large-scale coated natural graphite anode, Talnode®-C, for auto OEM battery customer qualifications (A-C sample) Proprietary ore-to-coated shaped purified graphite (CSPG) technology In-ho
Slide 11: Talga Technology and Products Map
Talga Technology and Products Map Diverse range of battery and advanced materials produced from graphite sources For personal use only Refining & Advanced Talga Customer Mining Processing Processing Products Applications Swedish Natural TLG Process Talphite® Talnode®-C Graphite Ore Technology Talnod
Slide 12: Talnode-C performance characteristics
Talnode®-C performance characteristics For personal use only Energy Density High energy density for increased range or lighter weight Faster Charging Fast charge rate and higher regen-braking energy recovery Lower Cell Resistance High conductivity decreases thermal build up, improves safety Cold Per
Slide 13: Talnode-Si Silicon Anode
Talnode®-Si Silicon Anode For personal use only Talnode®-Si is a Graphene-silicon composite undergoing qualification and testing with numerous customers Composite contains ~50% Si and can be ‘dropped in’ to existing commercial anodes German Talnode®-Si pilot plant expanding production (commissioning
Slide 14: European proximity to customer demand
European proximity to customer demand Announced battery capacity requires >1.3Mt graphite anode per annum by 2030 For personal use only Source: Cic Energigune, June 2022, Benchmark Mineral Intelligence, January 2022, 12 Benchmark Mineral Intelligence, Lithium Ion Battery Gigafactory Assessment, Janu
Slide 15: Vittangi Project
Vittangi Project For personal use only Stage 1 integrated mine/concentrator and anode production plant 100,000tpa graphite mine and concentrator at Vittangi with 24 year life based on fraction of 30.5Mt @ 24.1%Cg resource base Luleå anode refinery to produce 19,500tpa Talnode®-C (purification, shapi
Slide 16: 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) Nunasvaara South(1) Talnode®-C 84,700tpa (2021 DFS) Talphene® 8,470tpa Niska South Talnode®-C 19,500tpa
Slide 17: Vittangi DFS & Niska Scoping Study Key Outcomes
Vittangi DFS & Niska Scoping Study Key Outcomes Parameter Units Vittangi Niska For personal use only Annual ore mining rate tonnes 100,000 400,000 Average annual production of Talnode®-C tonnes 19,500 84,700 Average annual production of Talphene® tonnes - 8,470 Life of Mine (LOM) years 24 14 Pre-tax
Slide 18: Project Funding
Project Funding For personal use only European Investment Bank appraising up to EU$300m for Vittangi Anode Project, pending final due diligence, credit approvals and agreements Discussions progressing with multilateral financial institutions, development banks and export credit agencies with due dil
Slide 19: Anode offtakes
Anode offtakes For personal use only Talga is actively negotiating agreements with multiple cell and auto customers for Talnode®-C supply from Vittangi Anode Project ACC (co-owned by Mercedes-Benz, Stellantis, and Saft) non-binding offtake term sheet for: Supply of 60,000 tonnes of Talnode®-C over i
Slide 20: Graphite Battery Anode Pricing
Graphite Battery Anode Pricing For personal use only Rising demand for Li-ion battery demand Anode Price Assessment (DDP China spot basis) from EV production will continue to build pressure in the graphite anode supply chain Benchmark Mineral Intelligence has launched an anode price assessment to pr
Slide 21: EU Policy Momentum
Martin Phillips, Talga Europe CEO; and Ebba Busch, Minister for Energy, Business and Industry and Deputy Prime Minister of Sweden EU Policy Momentum For personal use only Response to USA Inflation Reduction Act driving new actions in EU Critical Raw Materials Act to be published March 2023 New Net-Z
Slide 22: Partnerships for a greener future
Partnerships for a greener future Customers and development partners under public partnerships and more under non-disclosures For personal use only 20 Source: ASX:TLG 30 Oct 2015 and 5 Feb, 26 Mar 2018 And 15 Jan, 24 Oct 2019 And 31 Jan, 20 Mar, 13 May, 27 May, 2 Nov, 24 Nov 2020 and 22 Jun, 28 Jun,
Slide 23: Institutional placement
Institutional placement For personal use only Completed A$40 million placement in Feb 2023 to global and domestic institutions Proceeds will be used to fund: Vittangi Anode Project early works Scaled up EVA production Silicon anode scale-up General working capital Strong demand from investors highli
Slide 24: Corporate Overview / Capital Structure
Corporate Overview CAPITAL STRUCTURE For personal use only Market Capitalisation: $540.2M ASX:TLG (12 months) Listed Shares: 360.1M Unlisted Options: 12.1M (1) Cash as at 31 December 2022: $23.3M Capital raised in February 2023: $40.0M MAJOR SHAREHOLDERS Kinetic Investment Partners 4.8% Mark Thompso
Slide 25: Experienced Board and Management Team
Experienced Board and Management Team Strong technological and operational leadership with on the ground European presence For personal use only Board of Directors Terry Stinson Mark Thompson Grant Mooney Steve Lowe Ola Rinnan Non-Executive Chairman Managing Director & Founder Non-Executive Director
Slide 26: Targeted catalysts and milestones
7/3/2023 Targeted catalysts and milestones For personal use only Entering ASX 300 Index on March 20, 2023 Decision on mine environmental permit to be published 5 April 2023 CY2023 finalise offtakes, project financing and commence refinery construction Commercial agreements: >20 battery and auto cust
Slide 27: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 28: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources For personal use only Ore Reserve 3, 5 Tonnes Graphite (% Cg) 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) 30,100,000 24.1 Indicated 22,600,000 24.9 Inferred 7,500,000
Slide 29: JORC Exploration Target
JORC Exploration Target For personal use only 2021 Exploration Target Vittangi Graphite Project Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt 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 30: Competent Person Statements
Competent Person Statements For personal use only The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 27 May 2022 titled ‘Talga’s battery anode growth ambitions boosted with 54% graphite resource increase’. The Company confirms that it is not aware of any ne
Talga Group — Euroz Hartleys Rottnest Island Institutional Investor Conference 2023 on 6ix