Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Shareholder Meeting (July 2016)
26 slides from Talga's shareholder meeting presentation, Jul 27, 2016
Slide 1: Presentation for Shareholder General Meeting
27 July 2016 ASX:TLG Talga Resources Ltd Presentation for Shareholder For personal use only ABN 32 138 405 419 1st Floor, 2 Richardson St, General Meeting West Perth, WA 6005 T: +61 8 9481 6667 Advanced materials company, Talga Resources Ltd (“Talga” or “the F: +61 8 9322 1935 Company”)(ASX: TLG) is
Slide 2: General Meeting Presentation
For personal use only General Meeting Presentation 27 July 2016 Perth, Australia.
Slide 3: Forward Looking Statements and Disclaimer
Forward Looking Statements and Disclaimer: For personal use only This presentation has been prepared by Talga Resources 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 (“Recipi
Slide 4: Meeting introduction (video)
Meeting introduction (video) For personal use only ‣ Corporate update: recent placement/new investors ‣ Business summary & strategy update ‣ Swedish operations update ‣ German operations update ‣ Highlights and upcoming events For video see http://www.talgaresources.com/irm/content/videos.aspx?RID=3
Slide 5: Placement and rights issue of listed options completed
Corporate Update For personal use only ‣ Placement and rights issue of listed options (TLGOA) completed June-July 2016 raised total ~$10.9M ‣ Enables scale up of next phase of Talga’s operations, accelerated commercial development and future funding mechanisms ‣ Placement cornerstoned by Norwegian f
Slide 6: Corporate Snapshot
Corporate Snapshot For personal use only Capitalisation Summary 26 July 2016 (AUD$) Board Shares on issue TLG 181.9M Managing Director - Mark Thompson Listed Options TLGOA ($0.45 : 31 Dec 18) 44.9M Chairman - Keith Coughlan Unlisted Options1 24.8M Non-Executive - Grant Mooney Market Capitalisation (
Slide 7: Board and Management Introduction
Board and Management Introduction Mark Thompson For personal use only Managing Director +25 years international industry experience in mineral exploration and mining management. Member of the Australian Institute of Geoscientists and the Society of Economic Geologists, guest Professor in Mineral Exp
Slide 8: Graphene and Graphite
Graphene and Graphite (1) Exfoliated micro-graphite as anodeProduction materials Technology 1 ExfoliaFon Process For personal use only Talga raw ore 25.3% graphite Exfoliated Volts micro-graphite Talga Talga graphite graphite Electrolyte 1 µm Waste recycling Talga Graphite (raw ore) Single Stage Dri
Slide 9: Advantage over Peers - Grinding/micronising
Advantage over Peers - Grinding/micronising For personal use only Graphene and 490+ micrographite size ‣ Usual graphite processing is accomplished by grinding Net Energy kWh/t ($$$) 140 ‣ The energy (cost) to achieve small 120 diameters of particles increases exponentially the smaller the grind. 100
Slide 10: Talga Projects and Markets
Talga Projects and Markets For personal use only References: Reports of Benchmark Minerals, Industrial Minerals, Fullerex, Roskills, Prographit, internal reports and personal communications. 9
Slide 11: Graphene Products Business Strategy
Graphene Products Business Strategy For personal use only ‣ Plan to manufacture targeted ‘fit for purpose’ graphene products to complement supply of raw graphene and graphite materials ‣ Potential licence income streams with third parties using patent-protected Talga products and systems ‣ Strategy
Slide 12: Commercialisation Platform
Commercialisation Platform For personal use only ‣ Work to date includes collaborations with universities and major corporations, as well as sample/product analysis and feedback. ‣ Talga now has sufficient development, people and scale to make value-added products and formulations, protecting intell
Slide 13: Target Product Sectors
Target Product Sectors For personal use only Coatings Energy Conductives Construction ©Chemetall ©Talga ©Chemetall Corrosion Protection Batteries & Membranes Conductive Ink Concrete Market Size: $11B (2013) Market Size: $24B Market Size: $18B (2015) Market Size: $450B Metal pretreatments for Batteri
Slide 14: Product - Conductive Ink
Product - Conductive Ink For personal use only Printed conductive ink - PV Panels ‣ Current conductive ink market relies on nano- silver and carbon black which are high cost and have limited functionality ‣ Demand for silver in solar industry 78 million ounces in 2015, up 23% over 2014* ‣ Graphene c
Slide 15: Product - Cement Additive for Conductive Concrete
Product - Cement Additive for Conductive Concrete For personal use only ‣ Talga has been collaborating with a European cement company to produce a graphene additive to make concrete conductive ‣ This would enable low voltage electric current to cause warming throughout the material without the need
Slide 16: Product - Li-ion Battery anodes and Coatings
Product - Li-ion Battery anodes and Coatings For personal use only ‣ Unique methods used to create Li-ion ‘coin cell’ batteries using Talga material, can be scaled up for future roll to roll anode preparation ‣ No grinding and micronising costs ‣ Max Planck Institute and TU-Dresden tests highlight l
Slide 17: Talga's Europe Operations
Talga’s Europe Operations For personal use only Sweden Operations Talga Mining P/L filial Sweden Product Development and Research ‣ High grade natural graphite source ‣ Technical Uni of Dresden/Max Planck ‣ Trial mining and mineral resource pipeline ‣ Friedrich-Schiller-University Jena ‣ Associate M
Slide 18: Sweden Operations
Sweden Operations For personal use only ‣ 100% ownership of five graphite projects in Sweden containing multiple deposits and resources ‣ Graphite deposit pipeline includes full range of graphite flake sizes from graphene to jumbo flake ‣ Current JORC compliant Mineral Resources* Project Tonnes Grap
Slide 19: Vittangi Graphite Project
Vittangi Graphite Project For personal use only Second trial graphite ore mining campaign has commenced at the Vittangi project in Sweden J u ly 2016 el 25 enc h Lev Ore B 18
Slide 20: Trial Mining 2016
Trial Mining 2016 For personal use only ‣ Innovative and low environmental impact graphite ore mining technique ‣ Improved mining efficiencies by adopting larger, tailor-made and automated ore block cutting equipment ‣ This campaign scheduled to be complete by 30 September 2016 with permit valid to
Slide 21: Sweden Development
Sweden Development For personal use only ‣ Following successful scale up in Germany, full scale development planned for Sweden ‣ 2014 Scoping studya ~20 years 250,000 tpa ore producing approximately 40,000t graphite, 6,000t micrographite and 1,000t graphene ‣ Low capital cost A$29.3m as no crushing/
Slide 22: Germany Operations - Talga Pilot Test Facility
Germany Operations - Talga Pilot Test Facility For personal use only Talga Advanced Materials GmbH Ore Block Electrodes 21
Slide 23: Pilot Test Plant Expansion
Pilot Test Plant Expansion For personal use only Phase 2 pilot test platform ‣ Pilot test-work underway in Talga’s facility in Rudolstadt, Germany (9 full-time employees) using trial mined Vittangi graphite ore ‣ 3 phases to upscaling process - first phase (10kg feed/cell) complete, second phase (to
Slide 24: Talga Highlights and Upcoming Newsflow
Talga Highlights and Upcoming Newsflow For personal use only ‣ World’s highest grade graphite JORC or NI43-101 mineral resource ‣ World first processing technology for industrial scale graphite and graphene production potential ‣ Well funded to expand graphite supply and pilot test-work facility to
Slide 25: Appendix: JORC Mineral Resources and Exploration targets
Appendix 1 JORC Mineral Resources and Exploration targets For personal use only Nunasvaara JORC (2012) Mineral Resource1 (10% Cg cut-off) Talga Graphite Exploration Targets 2 JORC 2012 Graphite Tonnes Classification (%Cg) Exploration Tonnes (0-100m Vertical Graphite Indicated 6,900,000 24.2 Project
Slide 26: Appendix and Statements
Appendix and Statements For personal use only References #) see http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-graphite-projects-index/ * see Industrial Minerals Natural Graphite report 2012, unpublished internal reports for Talga, and Scoping Study released to ASX 9 October 2014. NB