Talga Group Ltd. · ASX:TLG
Talga — Talga Gold — Mines & Money Hong Kong 2012
24 slides from Talga's conference presentation, Mar 19, 2012
Slide 1: New Graphite Projects in Sweden
New Graphite Projects For personal use only in Sweden Company Update Presentation Mines & Money Hong Kong 19 March 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 Head Office ASX Ticker/Code TLG Sean Neary Talga Gold Limited Shares 46.35 Million B.Ec, M.Law (Tax), CPA 1st Floor, 2 Richardson St West Perth WA 6005 Options 4.35 Million Chairman & Non-Executive Director Australia Fully Diluted 50.7 Million Tel +61 8
Slide 4: Introduction
For personal use only Introduction Raised $5M in IPO July 2010 Right to 100% equity in all projects Active explorer drilled 90+ holes totalling 6,415 metres and sampled over 7,100 geochemical sites Further Raise $2.1M in June 2011 Drilling iron, gold and tellurium discoveries in Western Australia We
Slide 5: What is Graphite?
What is Graphite? For personal use only Graphite is a naturally occurring form of Carbon. Worldwide “Graphite” market estimated to be worth US$12 Billion per annum*: Graphite Electrodes US$5.5 Billion Carbon Fibres US$3.0 Billion Specialty Graphite US$1.0 Billion Graphite flake in diamond drill core
Slide 6: Why Graphite? World Natural Graphite Production
Why Graphite? World Natural Graphite Production For personal use only CHINA & NORTH KOREA World supply is 82% from China and North Korea Traditional graphite markets in steel production are strong; growth 5% annum REST OF WORLD China exports drying up under new tariffs and regulations Graphite decla
Slide 7: 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 8: Sweden Projects Overview
Sweden Projects Overview GRAPHITE 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 JORC Code Exploration Targets1 (additional) Total 7.0-13.8Mt @ 3.4-40.9% C IRON JORC Code Inferred Resource Estimates Masugnbysn 4
Slide 9: Nunasvaara (Option to 100%)
Nunasvaara (Option to 100%) GRAPHITE For personal use only Exploration potential 15km Mapped Graphite Horizon JORC Code Compliant Inferred Resource Estimate Nunasvaara 3.6Mt @ 23.0% C See Inset Next Page JORC Code Compliant Exploration Target1 Strike Extension 0.3-0.5Mt @ 23-28% C Nunasvaara Graphit
Slide 10: Nunasvaara Strike Extension
0 metres 200 Nunasvaara Strike Extension Nunasvaara OPE Exploration Target N Costean Graphite Results GRAPHITE 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 C9 4m @ 23.0%C C10 15m @ 21.1%C Graphite Mineralisation from Surface 4m @ 10.5%C C7 C8 19m @ 22.2%
Slide 11: 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 12: 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 Sulphur Grade Model Tonnes Grade %C %S Depth <10 %C 3.6 23 %C 2.8 %S 110m
Slide 13: Raitajärvi (Talga 100%)
Raitajärvi (Talga 100%) GRAPHITE For personal use only JORC Code Compliant Inferred Resource Estimate Raitajärvi 0.5Mt @ 10.8% C Delineated with 20 diamond drill holes over 200m strike length by Sweden Geological Survey to 70m depth 200m length Open at depth and along strike Resource area Growth pot
Slide 14: 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 Sulphur Grade Model Tonnes Grade %C %S Depth 5-8 %C 0.5 10.8 %C 6.7 %S 70m <5 %C
Slide 15: Raitajärvi Average Graphite Flake Size
Raitajärvi Average Graphite Flake Size GRAPHITE % total flake 40 For personal use only Previous work includes 87 petrographic samples indicate excellent graphite size and distribution (see appendix 2 for details) 30 >85% of graphite flake averages “Fine/Medium” to “Jumbo” size. Preliminary hydrometa
Slide 16: Exploration Projects Talga 100%
Exploration Projects Talga 100% GRAPHITE In addition to Nunasvaara and Raitajarvi Talga For personal use only owns an additional 5 permits with JORC Code compliant graphite Exploration Targets1 : Jalkunen Exploration Target1 3.4 - 6.9Mt @ 11.8 - 21.4% C 3 historic diamond holes by LKAB Graphite best
Slide 17: Exploration Projects (Talga 100%)
Exploration Projects (Talga 100%) GRAPHITE Lehtosölkä For personal use only Exploration Target1 1.0 - 1.8Mt @ 3.9 - 16.8%C 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 Targe
Slide 18: Advantage North Sweden
Advantage North Sweden @ Technical High grades graphite, JORC Mineral Resources established, substantial drilling on exploration targets Transport Excellent network of high quality road, rail and ports facilitate development , lower capex @ Regulatory Active, pro-mining jurisdiction with low flat ta
Slide 19: Next Steps
Next Steps For personal use only Re-sample historic drill core for more detailed graphite characterisation and metallurgy Due diligence on permits and TCL Sweden Ltd acquisition Commence drilling at Nunasvaara Complete new resource statements Commence scoping study Reviewing core from TCL projects a
Slide 20: Thank You / More Information Contact
More Information Contact: Mark Thompson Managing Director Thank You For personal use only M: +61 (0) 424 043 380 E: mark@talgagold.com Warrick Hazeldine/Greg Galton Purple Communications M: +61 (0) 417 944 616 E: WHazeldine@purplecom.com.au M: +61 (0) 438 171 189 E: GGalton@purplecom.com.au Talga Go
Slide 21: Appendices
Appendices For personal use only Appendix 1. Nunasvaara - Selected* Historic Drill hole Intercepts Appendix 2. Graphite flake size measurements from 87 samples observed at Raitajärvi graphite deposit Hole Northing Easting Azimuth Decl. Hole Depth From To Interval Graphite ID RT90 RT90 (True N) (m) (
Slide 22: Appendices continued
Appendices continued Appendix 3 For personal use only Talga Gold Ltd Resource Estimation Methodology Masugnsbyn Iron Deposit: Inferred JORC compliant Resource Drillhole data used in the Masugnsbyn Iron Resource estimate comprised a total of 18 diamond holes for 3284.25 metres drilled along the entir
Slide 23: Appendices continued
Appendices continued Appendix 3 continued For personal use only Talga Gold Ltd Resource Estimation Methodology. Nunasvaara Graphite Deposit: Inferred JORC compliant Resource continued. Interpretation on section was completed with the outlines wireframed together to form coherent validated shapes. Th
Slide 24: 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