Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (May 2024)
19 slides from Talga's investor presentation, May 3, 2024
Slide 1: Talga Webinar Presentation (ASX Release)
ASX Release ASX:TLG 3 May 2024 Talga Webinar Presentation Battery materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation delivered by Talga’s Managing Director Mark Thompson during yesterday’s investor webinar, Thursday 2 May 2024 at 1
Slide 2: May 2024 Investor Webinar
For personal use only May 2024 Investor Webinar Talga Group (ASX:TLG) © Talga Group Ltd, 2 May 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: Leader in development of sustainable battery materials
Talga Group (ASX:TLG) is a leader in the development of sustainable battery materials For personal use only mine-to-battery Development and commercialisation of a diverse range of products and projects including natural graphite anode, silicon anode and other materials for use in lithium-ion, solid
Slide 5: EV battery market update
EV battery market update For personal use only Continued strong EV growth with 2023 sales reaching all-time high Potential anode supply deficit developing in China Graphite export rules in China and USA Inflation Reduction Act triggers auto OEM demand for new suppliers 4 Rho Motion Q1 2024 Battery O
Slide 6: Vittangi Anode Project Sweden
Vittangi Anode Project Mine Sweden For personal use only Integrated graphite mine-to-anode refinery producing 19,500tpa anode (Stage 1). Plans for major expansions to >100,000tpa anode Europe’s largest and highest grade graphite deposit - Vittangi: 35.0Mt at 23.8%Cg, containing 8.3Mt graphite Advanc
Slide 7: FEED Study delivers strong results
FEED Study delivers strong results Vittangi Anode Project For personal use only Major reduction of Refinery Streamlining of anode and building footprint purification equipment Identification of initial Refinery 23% reduction in energy consumption capacity expansion potential Positive capital revisio
Slide 8: Luleå Anode Refinery land expansion
Luleå Anode Refinery land expansion For personal use only LOI signed with Luleå Municipality for option to expand land in industrial park Expanded site would underpin growth of Talga’s anode production in Sweden Driven by customer project demand 7 See: ASX:TLG 30 April 2024.
Slide 9: Vittangi Anode Project financing
Vittangi Anode Project financing For personal use only Talga investigating grant funding and state aid (EU and Member State level) to complement existing debt consortium This includes application under consideration for ~ €70m in EU grant funding Discussions with potential equity partners including
Slide 10: Recycled graphite anode
Recycled graphite anode Talnode®-C Recycled Series For personal use only Talnode®-C Recycled Series utilises graphite concentrated from used battery black mass. Product can blend with other anode feedstocks to help decrease imports, reduce landfill and provide low cost localised feedstocks Value-add
Slide 11: Talnode-C recycled graphite process flow
Talga Graphite Coating Black Mass technology anode For personal use only recycling Graphite Used process flow Purification Batteries Production Metal Scrap Battery Purification Production 10 See: ASX:TLG 28 March 2024.
Slide 12: Graphene additives
Graphene additives Talphene®, Talcoat®, Talcrete® For personal use only Functionalised Talphene® product developed to replace carbon black in mass-produced rubber for sector leading auto supplier Initial customer sales have commenced at a non-material volume presently, paving way to global rubber in
Slide 13: Exploring for growth and added value
Exploring for growth and added value Norrbotten, Sweden For personal use only Vittangi graphite exploration towards further resource growth and upside targets Aero Lithium Project expanded to 271km2 and strategic partnership discussions progressing Divestment of non-core projects Kiskama and Lautako
Slide 14: Group Executive Management Team
Group Executive Management Team For personal use only Martin Phillips Melissa Roberts Per-Inge Kruse Anna Motta Peter French Eva Pijnenburg Chief Executive Chief Financial Director BD & Strategic Chief Technology Environment & Director People & Culture, Officer Officer Alliances Officer Community Ma
Slide 15: Corporate overview
Talga Kiruna Luleå Corporate overview Osaka For personal use only Capital Structure Major shareholders Stockholm Market Capitalisation $277.2M Pentwater Capital Management 4.2% Listed Shares 379.8M Mark Thompson – M Director 3.8% Rudolstadt Cambridge Unlisted Options 13.4M1 Yandal Investments 1.6% C
Slide 16: Office locations and contact details
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 17: 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 18: 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 19: 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