Talga Group Ltd. · ASX:TLG
Talga — Shareholder Meeting (November 2015)
30 slides from Talga's shareholder meeting presentation, Nov 27, 2015
Slide 1: Annual General Meeting Presentation
For personal use only Annual General Meeting Presentation Mark Thompson, Managing Director
Slide 2: Forward Looking Statements and Disclaimer
Forward Looking Statements and 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 presentati
Slide 3: Talga Highlights
Talga Highlights ‣ World’s highest grade graphite resource# - 100% owned For personal use only ‣ Global advantage in lower cost graphene supply ‣ Graphene production solution has less processing steps and low capex requirement ‣ Commercial scalability not achievable by other methods or deposits ‣ Hi
Slide 4: Talga Europe Operations
Talga Europe Operations Sweden Operations For personal use only Research, Development and Analytics Talga Mining P/L filial Sweden ‣ JV Uni of Dresden/Max Planck ‣ Source of graphitic carbon ‣ Friedrich-Schiller-University Jena ‣ Trial mining and exploration Local Industry/Potential End users ‣ Use
Slide 5: Talga's Graphite Pipeline
Talga’s Graphite Pipeline 100% ownership of five graphite projects in Sweden containing multiple deposits offering the full For personal use only 1 range of market size specifications. Three JORC resource projects in the development pipeline. Vittangi JORC Resource Total 7.6Mt @ 24.4% Cg, Graphene J
Slide 6: Peer Comparison: World Graphite Resources
Peer Comparison: World Graphite Resources For personal use only Source: http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-graphite-projects-index/ September 2015 6
Slide 7: Advantages of Sweden
Advantages of Sweden Hydroelectric power source in north Sweden For personal use only ‣ Established quality infrastructure ‣ Low cost power supply with high renewable energy content: Hydro 67 TWh Wind 12 TWh Solar 79 MWh ‣ Low CO2 emission person/year: Sweden 5.1t EU 7.9t USA 19.1t ‣ Low risk invest
Slide 8: Graphene Production
Graphene Production Different production methods for graphene; price vs For personal use only quality (not to scale, or including scalability) ‣ Many graphene production methods exist ‣ Almost all suffer low scalability and high costs due to high temperature/pressure/ energy/precursor beneficiation
Slide 9: Graphite to Graphene: do you know the cost?
Graphite to Graphene: do you know the cost? Typical Graphite flake production facilities in northern China ‣ Usually graphite ores require drill/blast mining, For personal use only crushing, milling, flotation and purification stages to produce a graphite concentrate. ‣ This is prior to the start of
Slide 10: Solution - Talga natural ore advantage
Solution-Talga natural ore advantage TALGA TALGA RESOURCES OTHERS For personal use only RAW GRAPHITE ORE ‣ Talga’s patent pending technology produces graphene directly from unprocessed raw graphite ore, skipping intermediate purification PROCESS 1 STEP GRAPHENE steps required by peers. $ ‣ Talga can
Slide 11: For personal use only
For personal use only *For video see https://www.youtube.com/watch?v=xrp4NzIe-B8&feature=youtu.be 11
Slide 12: Successful Graphite Trial Mine
Successful Graphite Trial Mine ‣ 2015 trial mining confirms amenability of ore to be shaped and extracted to suit electrochemical For personal use only conversion process to graphene. ‣ Further ore extraction permitted to 2018 before full scale permitting. Vittangi trial mining graphite blocks. Deta
Slide 13: Trial Mine (Video)
For personal use only Trial Mine (Video) Vittangi trial mining. Details see TLG ASX release 20 July 2015 and http://www.talgaresources.com/irm/content/videos.aspx?RID=366 13
Slide 14: Processing Advantage Talga vs Others
Processing Advantage Talga vs Others GRAPHITE PRODUCTION GRAPHENE PRODUCTION For personal use only Liberation Concentration Liberation Concentration Drill and Blast Mining OTHERS Stylised Graphene and Mico-Graphite Liberation and Concentration Plant Product Packaging TALGA Block Transport to Mill Bl
Slide 15: Pilot Test Facility - Rudolstadt, Germany
For personal use only Pilot Test Facility- Rudolstadt, Germany. TEST FACILITY AND ADMINISTRATION ORE STORAGE Source see TLG ASX release 18 May 2015, 20 July 2015 and State Development Corporation of Thuringia Presentation 2014 15
Slide 16: Staff - Talga Advanced Materials GmbH, Rudolstadt
Staff - Talga Advanced Materials GmbH, Rudolstadt For personal use only Stefan Hölzer Dr. Georg Hochwimmer Project Chemist Technical Director Peter Bartsch Manager- Metallurgy Peter Sachse Project Engineer Marius Wewior Chemical Technician 16
Slide 17: Graphene from Talga
Graphene from Talga FM investigations Ore www.schubert-group.de ‣ Vittangi raw ore exfoliates directly to micro-sized graphite and graphene without For personal use only n crushing, grinding, After washing with DImilling water or micronisation. A) Raman Spectra B) Atomic Force Microscope image ‣ Var
Slide 18: Graphene Applications
Graphene Applications For personal use only Lightweight Composites $20B Graphene’s combination of best-in-class: Flexible Electronics / Screens $16B - strength - electrical conductivity Paints / Coatings / Galvanics $53B - thermal conductivity - impermeability - flexibility Energy Storage $62B and m
Slide 19: Application Example - Transparent Conductive Ink
Application Example - Transparent Conductive Ink ‣ Talga graphene tested at Frederich-Schiller University, Jena to make transparent For personal use only conductive ink shows high transparency even after printing 100 layers. ‣ Tests to improve conductivity and transparency in different dispersions a
Slide 20: Business Model
Business Model For personal use only ‣ Using pilot test facilities for samples to collaborate with industry and develop product range prior to full scale permitting ‣ Producer and supplier of raw materials with natural advantages in scale and cost to disrupt graphene and nano/micro graphite sectors
Slide 21: Bulk Graphitic Carbon - Pricing
Bulk Graphitic Carbon - Pricing For personal use only US$60,000 55000 US$ Price * US$45,000 US$30,000 US$15,000 7500 1600 500 750 1000 1250 1500 US$0 Graphene 0.1-1µm 1-5um 5-75µm 75-150µm 150-180µm 180-300µm >300µm EMERGING CURRENT TALGA TARGET MARKET *Details see Scoping Study released to ASX 9 Oc
Slide 22: Development Status
Development Status Vittangi ore blocks in Germany trimmed for Stage 2 cells. ‣ Lab and Bench-top scale trials complete. For personal use only ‣ 2015 trial mining complete - 2016 campaign in planning ‣ Pilot test-work underway in Talga’s facility in Germany (team assembled) ‣ 3 phases to upscaling pr
Slide 23: Current Collaborations
Current Collaborations For personal use only Tata Steel (UK) ‣ Formal collaboration agreement to work together on development of finished graphene products using Talga materials ‣ Tata Group comprises over 100 companies with multinational operations, 2014 revenue USD100B and >580,000 staff ‣ Talga g
Slide 24: Financial and Corporate Summary
Financial and Corporate Summary For personal use only Capitalisation Summary 26 November 2015 Board Shares on issue (TLG Ordinary) 139.4M Managing Director - Mark Thompson Listed Opts (TLGO exp 30/11/15 @35c) 6.5M Chairman - Keith Coughlan Unlisted Options1 15.8M Non-Executive - Grant Mooney Market
Slide 25: Board
Board For personal use only Mark Thompson 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 Exploration Technology at Cheng
Slide 26: Since Listing
For personal use only ASX:TLG Since Listing 800% TLG MARKET CAPITALISATION 600% 400% 200% TLG SHARE PRICE 0% S&P SMALL RSC INDEX 2010 2011 2012 2013 2014 2015 26
Slide 27: Appendices - Graphite Resources and Targets
Appendices- Graphite Resources and Targets Nunasvaara JORC (2004) Mineral Resource1 (10% Cg cut-off) JORC 2004 Graphite Talga Graphite Exploration Targets 2 Tonnes Classification (%Cg) For personal use only Exploration Tonnes (0-100m Vertical Graphite Project Indicated 5,600,000 24.6 Target Depth) (
Slide 28: Other Assets: Kiskama Co-Cu-Au Project
Other Assets: Kiskama Co-Cu-Au Project ‣ Renowned as For personal use only Sweden’s largest Cobalt deposit ‣ Cobalt is of interest to the battery industry ‣ Seeking commercialisation partners for project to keep focus on graphite. iron oxide copper- gold goldmargin style Cobalt-rich sulphidic brecci
Slide 29: Other Assets: Australian Gold Projects
Other Assets: Australian Gold Projects For personal use only ‣ 3 x Pilbara gold projects under option to TSX listed Novo Resources ‣ 1 x Yilgarn gold project “Bullfinch” seeking partner ‣ High grade near-surface historic gold mines ‣ New gold zones defined by Talga. New Target ‣ Abundant targets sui
Slide 30: Appendices - References
Appendices - References References For personal use only #) see http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-graphite-projects-index/ * see Industrial Minerals Natural Graphite report 2012, unpublished reports for Talga, and Scoping Study released to ASX 9 October 2014. NB) any dat