Talga Group Ltd. · ASX:TLG
Talga — Euroz Hartleys EV Anode & Graphite Forum 2024
21 slides from Talga's conference presentation, Jun 6, 2024
Slide 1: Talga Presentation at the Euroz Hartleys EV Anode & Graphite Forum in Perth
ASX Release ASX:TLG 6 June 2024 Talga Presentation at the Euroz Hartleys EV Anode & Graphite Forum in Perth 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 at the Euroz Hartleys EV Anode
Slide 2: Euroz Hartleys EV Anode & Graphite Forum
For personal use only Euroz Hartleys EV Anode & Graphite Forum Talga Group (ASX:TLG) © Talga Group Ltd, June 2024
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. Niska Scoping Study The Niska Scoping Study is a preliminary technical and economic study of the potential viability of developing the Nunasvaara North, Niska South and Niska North g
Slide 4: Fully integrated battery materials company
Talga Group (ASX:TLG) is a fully integrated battery materials company For personal use only mine-to-battery Emerging producer of greener battery materials including natural graphite anode, silicon anode and recycled anode for use in lithium-ion batteries 3
Slide 5: Well placed for global demand
Well placed for global demand ~1,200,000tpa graphite anode required per 1,000GWh Li-ion battery manufacture For personal use only EU 1,275GWh China by 2030 N.America 6,100GWh 1,460GWh by 2030 by 2030 4 Source: Benchmark Gigafactory Assessment April 2024. Note: GWh equivalence assumes 1.2kg of graphi
Slide 6: Geopolitical drivers for new anode suppliers
Geopolitical drivers for new anode suppliers Current Anode Production Reliant on China China export permits now required For personal use only IRA, DoE, DoD localisation rules enacted. Exemptions end 2027. New 25% tariff on Natural Spherical Graphite FEOC (China) anode starting this month Graphite G
Slide 7: Vittangi Anode Project
Vittangi Anode Project Mine Sweden For personal use only Integrated mine and refinery to produce initial 19,500tpa anode (CSPG) for >20 years Outstanding logistics with clean, low-cost power Pre-commercial anode qualification plant operating since 2022 from trial mined stockpiles Granted mine enviro
Slide 8: Active anode production since 2022
Active anode production since 2022 Electric Vehicle Anode “EVA” Qualification Plant Luleå, Sweden For personal use only Operating expertise In-house battery Pre-commercial anode and ISO accredited labs and QC/QA for customer audits 7 See: ASX:TLG 31 March 2022.
Slide 9: 2024 FEED Study delivers strong results
2024 FEED Study delivers strong results For personal use only Major reduction of Refinery Streamlining of anode and building footprint from 2021 DFS purification equipment Identification of initial Refinery 23% reduction in energy consumption capacity expansion potential Positive capital revision am
Slide 10: Anode Refinery Site
Anode Refinery Site Portside location in Luleå, Sweden adjacent to green steel and REE developments For personal use only Industrial park site acquired, fully permitted and initial siteworks completed ready for construction 100% green low-cost grid power Expansion room beyond 19,500tpa Talnode®-C St
Slide 11: Anode Project Financing
Anode Project Financing For personal use only Gearing target 60%. Debt consortium of leading investment banks and international credit agencies cornerstoned by European Investment Bank for €150 million Grant funding and state aid options. Application for €70m in grant funding under consideration at
Slide 12: Competitive Cash Cost
Competitive Cash Cost Advantages of high grade, 100% anode size flake, low loss process technology, low energy cost and complete vertical integration For personal use only Additional landed cost savings in Europe Expansions expected to further lower cost profile Cost Curve depicting cash operating c
Slide 13: Expansion Scoping Study
Expansion Scoping Study Interim graphite mine study into expanding current 0.1Mtpa ROM in DFS For personal use only 0.6Mtpa, 1.2Mtpa and 2.0Mtpa ROM options technically viable ~425,000tpa anode concentrate production (at 2.0Mtpa ROM rate) would make globally significant producer and enable export ma
Slide 14: Minimising impact for long term growth
Minimising impact for long term growth Transition to underground enables up to ~20x scale-up while minimising For personal use only surface footprint and impacts Leverages local large-scale underground mining fleets, technologies, ancillary industries and skilled workforce 13 See: ASX:TLG 31 May 202
Slide 15: Strategic Mineral Potential
Strategic Mineral Potential For personal use only Vittangi JORC Exploration Target* 240-350 million tonnes at 20–30% graphite paves way for long term anode expansion potential Aero Lithium Project partnership discussions progressing Cu-Au-Co projects Kiskama and Lautakoski to be divested *Note that
Slide 16: Technology Opportunities
Technology Opportunities Leveraging purification and process expertise and technology For personal use only Talnode®-C Recycled Series utilises graphite from used battery black mass Value-adds by utilising our purification and coating operation to expand opportunities as recycling and localisation m
Slide 17: Corporate overview
Talga Group Ltd. Kiruna Luleå Corporate overview Osaka For personal use only Capital Structure Major shareholders Stockholm Market Capitalisation $225.9M Pentwater Capital Management 4.2% Listed Shares 379.8M Mark Thompson – M Director 3.8% Rudolstadt Cambridge Unlisted Options 13.4M1 Yandal Investm
Slide 18: For personal use only
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 19: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) For personal use only Nunasvaara (JORC 2012) 2,260,140 24.1 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 20: JORC Exploration Target
JORC Exploration Target 2024 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 240Mt 350Mt 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 21: 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 EV Anode & Graphite Forum 2024 on 6ix