Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Benchmark Minerals Graphite + Anodes 2018
29 slides from Talga's conference presentation, Oct 24, 2018
Slide 1: ASX Release: Talga Presentation at Benchmark Minerals
ASX Release 24 October 2018 ASX:TLG Talga Presentation at Benchmark Minerals For personal use only Graphite + Anodes 2018 Advanced materials technology company, Talga Resources Ltd (“Talga” or “the Company”), is pleased to provide a copy of the presentation delivered today by the Company’s Managing
Slide 2: Super Anodes: new generation graphite for improved Li-ion batteries
For personal use only Talga Resources Super Anodes: new generation graphite for improved Li-ion batteries Benchmark Minerals Graphite + Anodes 2018 Newport Beach, CA. USA Oct 23, 2018
Slide 3: Forward Looking Statements & Disclaimer
FORWARD LOOKING STATEMENTS & DISCLAIMER 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 (“Recipient”). This presentation
Slide 4: Vertically integrated graphite and graphene products company
For personal use only Talga Resources Vertically integrated graphite and graphene products company 3
Slide 5: What We Do
WHAT WE DO Advanced material technology company developing and commercialising the worlds highest grade graphite mineral resource to produce value added graphene and battery products For personal use only Significant in house capability to develop and commercialise value added products in collaborat
Slide 6: Corporate Snapshot
CORPORATE SNAPSHOT FINANCIAL INFORMATION SHARE PRICE PERFORMANCE For personal use only Shareholders ~3,700 Share price (A$) 5 years Volume (m) Share price (ASX code TLG) (18-Oct-2018) A$0.56 52 week low / high A$0.42 / A$0.92 Shares outstanding1,2 217.4m Market Capitalisation A$121.7m Cash (30-Sep-2
Slide 7: Our Operations
OUR OPERATIONS Headquartered in Australia (listed on ASX) with major operations and business units in Europe For personal use only Talga Graphene AB/Talga Battery Metals AB Sweden. 100%-owned Graphite, Cobalt and Graphite/ Copper/Gold deposits Cobalt & Copper Deposits Talga Advanced Materials GmbH P
Slide 8: North Sweden Advantages
NORTH SWEDEN ADVANTAGES New source of long term mineral supply chain to Europe and Asia For personal use only ‣ Low cost and low CO2 sustainable power Grams CO2 per KWh power generation (2014) (over 18 TW/year Hydro & 12 TW/year Wind) ‣ Quality existing infrastructure roads and railway with links to
Slide 9: European Battery Megafactories
EUROPEAN BATTERY MEGAFACTORIES Location advantage to supply local Li-ion battery supply chain TALGA PROJECTS, SWEDEN NORTHVOLT, SWEDEN 32GWhr For personal use only Multiple Li-ion battery “megafactories” being JOHNSON MATTHEY, POLAND built or planned in EU TESLA GIGAFACTORY, EUROPE (PROPOSED) NORILS
Slide 10: Global Leader in Graphite Resource Grade
GLOBAL LEADER IN GRAPHITE RESOURCE GRADE Grade %C of In-situ Graphite For personal use only Nunasvaara Yalbra Balama West Ativa Balama West Mualia 25.3 Mt @ 25.3%Cg Lac Guéret Balama East Kookaburra Gully Jalkunen 31.5 Mt @ 14.9%Cg Lac Knife Koppio Campoona Uley Raitajärvi 4.3 Mt @ 7.1%Cg Balama Nor
Slide 11: Summary Overview of Operations
SUMMARY OVERVIEW OF OPERATIONS For personal use only View full video here: https://www.youtube.com/watch?v=G7dndP7NGco 10
Slide 12: Vertically Integrated Graphitic Product Supply Chain
VERTICALLY INTEGRATED GRAPHITIC PRODUCT SUPPLY CHAIN For personal use only PRODUCT R&D PROCESSING Some current collaborations include: MINING 11
Slide 13: One Ore – Many Products
ONE ORE – MANY PRODUCTS Vittangi graphite ore yields both graphite and graphene for value-adding into products. For personal use only Anode Purification and *Functionalisation Mining of Graphite Ore Processing Engineering Coupling and Dispersion Talga Products Talga Products Anode products Natural E
Slide 14: Li-ion Battery Products
For personal use only LI-ION BATTERY PRODUCTS Talga anode developments and results to date 13
Slide 15: Energy Storage Team
ENERGY STORAGE TEAM In-house expertise of leading battery developments For personal use only Sai Shivareddy Ph.D. Claudio Capiglia Ph.D. Manager - Product Development Director of Battery Technologies Heads up Talga’s development of advanced carbon Over 20 years experience in the battery industry in
Slide 16: Anode Products
ANODE PRODUCTS Talga is developng a range of high value Li-ion battery anode products under the Talnode™ trademark For personal use only Improved charging and discharging rates Improved power and energy performance Less swelling Longer lifespan through great stability Lower cost of anode electrode m
Slide 17: Talnode for Power
TALNODETM - FOR POWER Talnode™ in 4.5Ah pouch cells show more power and energy in initial tests For personal use only 5 0.5 C TALNODE™ 5 2C 4.5 4.5 TALNODE™ 4 4 Disch capacity [Ah] Disch capacity [Ah] 3.5 COMMERCIAL 3.5 3 3 COMMERCIAL 2.5 2.5 2 2 1.5 1.5 1 1 0.5 0.5 0 0 0 10 20 30 40 50 60 70 80 90
Slide 18: Talnode for Stability at High Charge Rates
TALNODE™ FOR STABILITY AT HIGH CHARGE RATES Very high stability compared to leading brand cells For personal use only TALNODE™ 5 4.5 4 3.5 COMMERCIAL REF Capacity (Ah) 3 Leading Auto Cell 2.5 Leading Appliance Cell 2 1.5 1 0.5 0 0 0.5 1 1.5 2 2.5 C-Rate ~20% power above commercial reference Very hig
Slide 19: Talnode for High Capacity
TALNODE ™ - FOR HIGH CAPACITY Engineered graphite product achieves >372 mAh/g without silicon For personal use only Anode capacity (mAh/g) 430 420 Talnode™-X has unique morphology 410 Increases Li accessible sites for intercalation 400 390 Higher than graphite capacity 380 Cost effective process 370
Slide 20: Talnode for Fast Charge
TALNODE™ - FOR FAST CHARGE Ultra-fast charge 3min equivalent For personal use only 340 320 300 300mAh/g Anode capacity 280 (mAh/g) 260 240 220 200 Areal capacity 0.2C 0.5C 1C 2C 5C 10C 20C 2 mAh cm-2 CAP TALGA Extreme high charge rate (up to 20C or 3min) at higher capacity for Talnode™-X (right) com
Slide 21: 100% Owned Ore Process Technology
100% OWNED ORE PROCESS TECHNOLOGY For personal use only View full video here: https://www.youtube.com/watch?v=xrp4NzIe-B8&t=8s 20
Slide 22: Talga 'Faraday Challenge' Partners
TALGA ‘FARADAY CHALLENGE’ PARTNERS UK Government funding £246 million ‘Faraday’ initiative to create new battery tech and local supply chains For personal use only TWI WMG CAMBRIDGE UNIVERSITY Talga wins 70% rebate against eligible costs (~A$1.5m Manufacturing Research Battery R&D Institution R & D
Slide 23: High Silicon Anodes
HIGH SILICON ANODES Fast growing demand for Lithium ion batteries with higher energy density = longer life/range For personal use only Energy capacity (mA/g) attributed to Si-C/SiO Growth in silicon loading driven by demand Energy capacity (mA/g) attributed to Graphite for higher energy density, par
Slide 24: Higher Silicon Enabled by Graphene
HIGHER SILICON ENABLED BY GRAPHENE The solution to effectively higher silicon loadings may be graphene For personal use only In some commercial Li-ion batteries (for example: BTR, Panasonic, Hitachi, Maxell among others), small amounts of silicon are already added to the carbon anode to enhance cell
Slide 25: Talnode Silicon
TALNODETM SILICON Under Faraday ‘Safevolt’ project Talga is developing high capacity silicon anode using Talphene® graphene For personal use only ~50% higher reversible capacity compared to commercial graphite* Coloumbic efficiency of 99.3% – 99.8% 95% reversible capacity (after 45 cycles - cycling
Slide 26: Conclusions and Next Steps
CONCLUSIONS AND NEXT STEPS Talga is developing materials for current additive silicon and next gen solid silicon electrodes For personal use only Test results show potential for Talga to produce high performance battery materials enabled by its unique; - ore type - processing technology - anode mate
Slide 27: Contact Us
CONTACT US For personal use only Talga Advanced Materials GmbH Prof.-Hermann-Klare-Str. 25, 07407 Rudolstadt, Germany ___________________________________________ Talga Technologies Limited The Bradfield Centre 184 Cambridge Science Park, Cambridge CB4 0FQ, UK ________________________________________
Slide 28: Appendix and Statements
APPENDIX AND STATEMENTS Competent Person’s Statements The information in this document that relates to exploration results is based on information compiled by Amanda Scott, a Competent Person who is a Member of the Australian Institute of Mining and Metallurgy (Membership No.990895). Amanda Scott is
Slide 29: Graphite Inventory
GRAPHITE INVENTORY Nunasvaara JORC (2012) Mineral Resource (17% Cg cut-off) Talga Graphite Exploration Targets ² 0-100m Depth For personal use only JORC 2012 Exploration Tonnes Graphite (%Cg) Project Tonnes (0-100m Vertical Depth) Graphite (%Cg) Classification Target Indicated 10,700,000 25.7 Inferr
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