Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Shareholder Meeting (November 2019)
22 slides from Talga's shareholder meeting presentation, Nov 27, 2019
Slide 1: 2019 Annual General Meeting
For personal use only 2019 Annual General Meeting Talga Resources Ltd ANNUAL GENERAL MEETING / © TALGA RESOURCES LTD, 27 NOVEMBER 2019
Slide 2: Forward Looking Statement & Disclaimer
Forward Looking Statement & Disclaimer For personal use only This presentation has been prepared by Talga Resources Ltd (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: Talga (ASX:TLG)
Talga (ASX:TLG) For personal use only A highly integrated producer of advanced battery anode materials and graphene additives Developing a range of clean-tech products utilising its high grade natural graphite deposits in Sweden We now employ 35 technical and professional people from the exploration
Slide 4: Year In Review
Year In Review For personal use only Completed Vittangi Graphite Anode Project PFS confirming outstanding economics and permits lodged for Stage 1 mining, processing and refining Expansion of graphite resources with discovery of new Niska zone taking Vittangi Project total JORC Resources to 16.9Mt a
Slide 5: Full Vertical Integration
Full Vertical Integration For personal use only EUROPEAN BASED AND VERTICALLY INTEGRATED TO SERVE GLOBAL MARKETS • Talga Sweden 100%-owned high grade graphite Graphite Source deposits under development • Talga Germany 100%-owned pilot production Pilot Process & facility for scaling up process Sample
Slide 6: Own Graphite Supply
Own Graphite Supply For personal use only Commanding the entire value chain from mine-to-product resulting in cost, quality and differentiation advantages • 100%-owned high grade Swedish graphite projects supplying raw material to downstream processing facilities • Located in Tier 1 investment and m
Slide 7: Talga Pilot Plant
Talga Pilot Plant For personal use only In-house pilot scale processing facility for sample output and to optimise production technology and processes for planned commercial scale plant • Favourably located in Rudolstadt-Schwarza Industrial Estate in Thuringia, Germany • In-house engineering, proces
Slide 8: Talga Production Overview
Talga Production Overview For personal use only Strong synergies between graphene and graphite processing, products and technologies enable parallel development of each product vertical Graphite Talnode® refining material Natural Process graphite technology Graphene Talphene® functionalising additiv
Slide 9: Graphene Additives
Graphene Additives For personal use only Functionalised fit-for-purpose graphene additives targeting global large volume applications with performance and sustainability as key drivers • Targeted product sectors: batteries, coatings, composites and concrete materials • Joint development programs und
Slide 10: Graphene Potential
Graphene Potential For personal use only Unlocking real-world graphene applications via careful integration of carbon source and production process to product chemistry • Successful incorporation of functionalised Talphene® into primer coatings enabling reduction of chrome, copper or zinc • Developm
Slide 11: Battery Anode Materials
Battery Anode Materials For personal use only Graphite, graphene and hybrid anode materials for current and next generation lithium-ion batteries • Talga’s flagship battery product Talnode®-C, a fully coated active anode powder for high power and fast charge • Development of Talnode®-X, a formulated
Slide 12: Talga Anode Project
Talga Anode Project For personal use only Building a world class anode plant in northern Sweden to supply the growing global demand for lithium-ion batteries • Integrates a natural graphite mine and concentrator to a wholly owned anode refinery close to major European battery factories • Completed P
Slide 13: PFS Key Outcomes
PFS Key Outcomes For personal use only CONFIRMS TECHNICALLY AND FINANCIALLY ROBUST PROJECT PARAMETER UNITS OUTCOME Annual ore mining rate tonnes 100,000 Average annual production of Talnode-C tonnes 19,000 Life of Mine (LOM) years 22 Pre-tax NPV8 (real) $M $1,056 Pre-tax IRR % 55% Capex Stage 1 $M $
Slide 14: The Opportunity
TALGA The Opportunity For personal use only Uniquely leveraged to the booming lithium-ion battery megafactory demand in Europe and the maturing global graphene market Downstream market position and competitive cost curve ensures capability to ride out cycles Own technology and product pipeline to ca
Slide 15: Looking Ahead: Next 12-18 Months
Looking Ahead: Next 12-18 Months For personal use only FOCUS ON VITTANGI GRAPHITE ANODE PROJECT STAGE 1 MILESTONES TALNODE-C QUALIFICATION STAGE 1 MINING ANODE PRODUCTION SAMPLE SCALE-UP COMMENCES COMMENCES EARLY 2020 Q3 2020 Q1 2021 Q1 2020 Q4 2020 PERMIT APPROVALS, ANODE REFINERY COMPLETION OF DFS
Slide 16: Snapshot
ASX:TLG Snapshot BOARD OF DIRECTORS For personal use only Terry Stinson Non-Executive Chairman Mark Thompson Managing Director A$104.4M ~5000 Grant Mooney Non-Executive Director MARKET CAP* SHAREHOLDERS Steve Lowe Non-Executive Director Ola Rinnan Non-Executive Director A$5.6M A$0 Andrew Willis Non-
Slide 17: Talga Resources Ltd
For personal use only TALGA RESOURCES LTD ASX Code: TLG Head Office: 1st Floor, 2 Richardson Street, West Perth WA 6005, Australia Phone: +61 8 9481 6667 Email: admin@talgaresources.com Website: www.talgaresources.com GLOBAL OPERATIONS Talga Sweden: Vänortvägen 2, 981 32 Kiruna, Sweden Talga Sweden:
Slide 18: Competent Person Statements
Competent Person Statements The information in this report that relates to Graphite Resource Estimation for the Vittangi Project is based on information compiled by Oliver Mapeto and reviewed by Albert Thamm. Both Mr Mapeto and Mr For personal use only Thamm are consultants to the Company. Mr Mapeto
Slide 19: Appendix
For personal use only Appendix
Slide 20: JORC Graphite Reserve & Resources
JORC Graphite Reserve & Resources For personal use only Ore Reserve 3, 6 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 1,935,000 23.53 Proven 0 0 Probable 1,935,000 23.53 Mineral Resources 1, 2, 4, 5, 7, 8, 9 Tonnes Graphite (% Cg) Vittangi Nunasvaara (JORC 2012) 12,300,000 25.57 Indicated 10,700,00
Slide 21: Peer Comparison Information
Peer Comparison Information MINERAL RESOURCES ESTIMATE GRADE JORC/NI43-101 For personal use only Company Project Stage MRE Grade Cut-off Grade Information Source ASX Announcement, 27 April 2017 Talga Nunasvaara Development 25.5 17 https://www.asx.com.au/asxpdf/20170427/pdf/43h rrm62qg5hp8.pdf Compan
Slide 22: Peer Comparison Information
Peer Comparison Information MINERAL RESOURCES ESTIMATE GRADE JORC/NI43-101 For personal use only Company Project Stage MRE Grade Cut-off Grade Information Source Company Website, 19th September 2019 Sovereign Mallingunde Development 7.1 4 www.sovereignmetals.com.au/projects ASX Announcement, 28 Augu
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