Talga Group Ltd. · ASX:TLG
Talga — Euroz Hartleys Institutional Conference 2025
24 slides from Talga's conference presentation, Mar 13, 2025
Slide 1: Talga presentation at Euroz Hartleys Institutional Conference
ASX Release ASX:TLG 13 March 2025 Talga presentation at Euroz Hartleys Institutional Conference Battery materials and technology company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation that was delivered by the Company’s Managing Director Mark Th
Slide 2: Talga Group: the integrated battery materials and technology company
Talga Group (ASX:TLG) For personal use only the integrated battery materials and technology company Euroz Hartleys Institutional Conference © Talga Group Ltd, 13 March 2025
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. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of this presentation. Any su
Slide 4: Talga Group the integrated battery materials & technology company
Talga Group the integrated battery materials & technology company For personal use only Fully vertically integrated mine and refinery projects to produce battery active anode Talga Mine Sweden Recyclers Purification Shaping Coating Talnode® Cell Manufacturer Graphite Talga Production Technology Feed
Slide 5: Anode material expertise
Anode material Talga has over six years expertise in battery graphite processing and production expertise One of few companies outside Asia capable of For personal use only making active anode material Over three years operating industrial scale qualification anode plant (“EVA”) using in- house puri
Slide 6: Market growth - Demand for natural graphite continues to grow
Market growth - Demand for natural graphite continues to grow natural anode with future demand based on: For personal use only 1. Upcoming regulations like the Battery Passport make the emission signature of synthetic graphite less attractive Natural graphite is a naturally occurring 2. Natural grap
Slide 7: Market opportunities
Market opportunities Battery graphite demand is the total battery market…not just EV’s For personal use only EV BESS Portables Other Growing new demand in: • Military and Defence: Drones, underwater vehicles, robotics, portable soldier systems (comms and recon gear) • Industrial Machinery and ~3.8 A
Slide 8: Geopolitical drivers
Geopolitical drivers Increasing support for more secure critical mineral and battery supply chains Critical Raw Materials Act in force offering For personal use only streamlined permitting and financial facilities for Strategic Projects Global Reliance on China Battery Passport and Regulation impose
Slide 9: Strategic demand
Strategic demand Deglobalisation accelerates strengthening of new, strategic and defence supply chains • Modern defence hardware requires a greater For personal use only range of batteries for drones, submarines, unmanned vehicles, robotics and field equipment Global actions underway to strengthen •
Slide 10: Market Outlook
Market Outlook “Battery-grade natural graphite prices are Consensus on upside expected to….rebound in the second half.” For personal use only returning in 2025 Source: Benchmark “Industry participants are bullish towards demand in the anode sector. There has been significant re-stocking in Dec 2024,
Slide 11: Vittangi Anode Project
Vittangi Anode Project Sweden Mine For personal use only ➤ Largest and highest-grade natural graphite resources in Europe, integrated with downstream anode production refinery ➤ Low cost hydro, wind and nuclear power grid. Secure jurisdiction and premium logistics. Direct road and rail to EU custome
Slide 12: Planned commercial anode refinery, Luleå, Sweden
For personal use only Stage 1 ~16 GWh per Using 100% Fully permitted wholly annum graphite anode renewable electricity owned chem-industrial site Planned commercial anode refinery Luleå, Sweden 11 See: ASX:TLG 1 July 2021, 17 July and 12 September 2023. Note: GWh equivalence assumes 1.2kg of graphit
Slide 13: Competitive Anode Cost Profile
Competitive Anode Cost Profile Combining Talga’s high grade, 100% anode size flake deposit with low-loss process technology and low energy costs results in globally competitive costs For personal use only Cost Curve depicting cash operating cost position (excluding profit and surcharges such as taxe
Slide 14: Vittangi Anode Project financing strategy
Vittangi Anode Project Progressing project financing strategy targeting a 60:40 debt gearing strategy Financing Sources Ultimate funding strategy will be based on the negotiations For personal use only with potential partners and financiers, and the conditions of the equity capital markets and relat
Slide 15: Talga Group Highlights
Talga Group Highlights For personal use only Growth market Green Leader Strategic Battery graphite anode and 92% less GHG emissions than Tier 1, high-grade, anode-flake recycling tech, plus silicon and Chinese anode incumbents graphite deposit. Largest next gen anode products resource in Europe Loca
Slide 16: Capital Structure
Talga Group Capital Structure Research coverage Market Capitalisation $182.6M Corporate Overview Listed Shares 429.76M For personal use only Unlisted Options 56.5M1 Cash as at 31 Dec 2024 A$18.1M Note: Market capitalisation as at 12 March 2025. (1) Unlisted options include performance rights subject
Slide 17: Operations
Talga Group Operations For personal use only Sweden United Kingdom Talga AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge e: kontakt@talgagroup.com CB24 9ZR, England t: +44 1223 420416 Skeppsbron 26 e: info.u
Slide 18: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 19: Talga Group Board of Directors
Talga Group Board of Directors For personal use only Terry Stinson Mark Thompson Grant Mooney Steve Lowe Ola Rinnan Chair Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Over 35 years’ Executive and Over 30 years’ global experience Strong corporate advisory Str
Slide 20: Talga AB Board of Directors
Talga AB Board of Directors For personal use only Eva Nordmark Anders Granberg Ola Rinnan Martin Phillips Mark Thompson Chair Director Director Director Director Former Swedish Minister of A prominent industry figure in Extensive commercialisation and Experienced commercial and Over 30 years’ global
Slide 21: Group Executive Management Team
Group Executive Management Team For personal use only Martin Phillips Anna Motta Per-Inge Kruse Eva Pijnenburg Chief Executive Officer Chief Technology Officer Director BD & Strategic Alliances Director People & Culture, H&S 25+ years of global metals and mining 20+ years of expertise in carbon 20+
Slide 22: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 For personal use only Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 23: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only 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 24: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in
Talga Group — Euroz Hartleys Institutional Conference 2025 on 6ix