Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Diggers & Dealers 2014
29 slides from Talga's conference presentation, Aug 6, 2014
Slide 1: Updated Investor Presentation
6 AUGUST, 2014 ASX: TLG UPDATED INVESTOR PRESENTATION For personal use only Talga Resources Limited (ASX:TLG) (“Talga” or “the Company”) is pleased to provide an updated presentation. Talga Resources Ltd ABN 32 138 405 419 The presentation summarises and updates Talga’s corporate structure and 1st F
Slide 2: Investor Presentation - Diggers & Dealers
For personal use only TALGA RESOURCES Talga Resources Ltd Investor Presentation Diggers & Dealers August 2014 ASX: TLG
Slide 3: Forward Looking Statements and Disclaimer
Cover; Nunasvaara graphite core sample and graphene schematic. Forward Looking Statements and Disclaimer: For personal use only 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 propo
Slide 4: Executive Summary
Executive Summary TALGA RESOURCES For personal use only ‣ Talga Resources Ltd (“Talga”) ASX:TLG is developing the world’s highest grade graphite mineral resource1 , located in the Kiruna mining district of Sweden. ‣ In recent tests Talga has demonstrated a world-first ability to produce high quality
Slide 5: Talga Resources Corporate Overview
Talga Resources Corporate Overview TALGA RESOURCES For personal use only Board of Directors Capitalisation Summary at 30 June 2014 Keith Coughlan Non-executive Chairman ASX:TLG Ordinary Shares 124.6M Mark Thompson Managing Director ASX:TLGO Options (exp 30 Nov 2015 at 35c) 7.75M Grant Mooney Non-exe
Slide 6: Talga's Graphite Projects
Talga’s Graphite Projects ‣ 100% ownership of five graphite projects with multiple For personal use only deposits offering the full range of market size specifications. ‣ Two advanced stage projects in the development pipeline. These are drilled to JORC Indicated status and preliminary economic stud
Slide 7: Established mining district with extensive infrastructure
Established mining district with extensive milling and transport infrastructure To Narvik For personal use only Magnetite Concentrator Magnetite Concentrator se d Railway Kiruna magnetite mine and mill owned Propo by LKAB. Photo©Fredric Alm/LKAB Extension Magnetite Magnetite Concentrator Concentrato
Slide 8: Advantages of Sweden for Mining
Advantages of Sweden for Mining For personal use only ‣ Ranked No.1 mining jurisdiction in world by Fraser Institute 2013-14 ‣ Corporate tax rate 22%, Mineral Production tax 0.2% ‣ Established bulk commodity infrastructure with open access rail, road and ports ‣ Low cost power from hydroelectricity
Slide 9: Logistics Advantages
Logistics Advantages Road through Nunasvaara project ‣ Talga’s projects located proximal to high quality sealed roads and open-access heavy haulage railway with direct link to For personal use only Europe markets. No shipping required. ‣ Major cost advantage on delivery compared to shipments from ot
Slide 10: Vittangi Project - Nunasvaara Graphite
Vittangi Project - Nunasvaara Graphite ‣ World’s highest grade JORC/NI43-101 resource1of (ASX:TLG 8 Nov 2012) 7.6Mt @ 24.4% graphite (“Cg”) (see appendix). For personal use only ‣ Resource mineralisation from surface to 165m depth and remains open. Average true width 20m over 1.2km strike and remain
Slide 11: Growth potential and logistics advantages
Growth potential and logistics advantages TALGA RESOURCES For personal use only ‣ Graphite unit outcrops in part and is mapped over at least 15km Kiruna Iron Mine strike. 100% controlled by TLG. Svappavaara Iron Mine ‣ Sampling by Talga of the outcropping unit averaged 26% Cg Railhead with grades up
Slide 12: Other Graphite Projects - Raitajärvi
Other Graphite Projects - RAITAJÄRVI S e Gr RESOURCE al id ed Po Raitajärvi Hi we gh r w ay For personal use only ‣ Indicated and Inferred 4.3 Million tonnes @ 7.1% Cg, JORC 2004 resource1 open at depth and along strike. EM anomaly/Graphite Unit ‣ Near-surface deposit contains 87% coarse crystalline
Slide 13: Piteå Project
Piteå Project ‣ Coarse flake graphite within a 4 x 1km EM anomaly For personal use only ay intercepted to date by 3 historic drillholes. ilw Luleå Town Ra and Port ‣ Very large average flake size; >80% reported as Rai lwa ‘jumbo’ 300 µm (+50 mesh). y Piteå Town ‣ Such large flake graphite is premium
Slide 14: What is Natural Graphite?
What is Natural Graphite? ‣ Graphite is a crystalline form of carbon that forms in nature when carbon-rich rocks undergo metamorphism (pressure/ For personal use only temperature induced change). It can be synthesised but at very high cost. ‣ Graphite (the mineral) consists of parallel sheets of car
Slide 15: Graphite prices exceeding historic and forecast trends
Graphite prices exceeding historic and forecast trends. For personal use only 4 First ACTUAL MAY 2014 Column X X X 14 13 13 12 Graphite prices now steady, with flake 50% higher and 13 Prices have exceeded forecasts since end of 2012 and amorphous 100% higher than long term averages. base case prices
Slide 16: Graphite Drivers
Graphite Drivers ‣ China has maturing operations with rapidly declining For personal use only production profiles but rising costs. Additional government consolidation and crackdown on environmental pollution has shut significant amount of graphite production. Graphite declared critical strategic mi
Slide 17: Graphene; What is it & the buzz out of Manchester
Graphene; What is it & the buzz out of Manchester For personal use only Video: Courtesy The University of Manchester 16
Slide 18: Graphene Market
Graphene Market Global consumption of potential Commercialisation is here graphene additive materials For personal use only ‣ While the media is excited by future ‘hi-tech’ applications, and graphene-enhanced products are becoming available (tennis racquets, riding helmets) the main driver of near t
Slide 19: Graphene has a Supply Side Problem
Graphene has a Supply Side Problem Pace of graphene uptake & commercialisation is hampered by current limitations of production scale and cost more than quality. For personal use only Main factors delaying uptake of graphene platelets into ordinary products include: ‣ Lack of scale: most production
Slide 20: The Graphite Ore Problem
The Graphite Ore Problem Graphite ore-to-graphene requires multi-stage expensive processes For personal use only ‣ The problem with scalable natural graphite sources though is they require multiple stages of crushing, milling and flotation to form a concentrate for further stages of purification com
Slide 21: Paradigm Shift to Lower Cost
Paradigm Shift to Lower Cost ‣ Because of the unique characteristics of Nunasvaara ore deposit, both graphite TALGA For personal use only RESOURCES and graphene platelets can be liberated from the ore in a single step process. RAW GRAPHITE This means no expensive multiple stage processing or purific
Slide 22: Quality and Consistency
Quality and Consistency TALGA RESOURCES ‣ The highly homogenous nature of the raw ore source provides a consistency in the For personal use only morphology and quality of graphene produced. ‣ Some characters of size and quality can be modified and optimised to a degree in the production process. ‣ M
Slide 23: It's the Ore
It’s the Ore TALGA To enable the lowest cost production pathway multiple naturally unique RESOURCES physio-chemical factors are required. only 1-step process Natural graphite ore enabled for lowest cost single-stage processing. use Grade personal Very high grade ore eg,>16%Cg which is rare in global
Slide 24: Nunasvaara - summary development plan
Nunasvaara - summary 12 month development plan ‣ Process pathway has been demonstrated at benchtop scale and upscaling tests are underway to design a 5 tonne/hr pilot plant to be operational in north Sweden Jul-Sep 2015. The pilot plant will be designed to supply 100-200 tonnes graphene samples over
Slide 25: Summary
Summary TALGA RESOURCES For personal use only ‣ In recent tests Talga has demonstrated ability to produce high quality graphene direct from its raw (uncrushed/unpurified) graphite ore which provides Talga with unique economic advantages compared to global graphene peers. ‣ This new low cost and abun
Slide 26: Talga's Graphite Development Advantages
Talga’s Graphite Development Advantages ‣ Highest grade JORC/NI43-101 graphite resource in world. TALGA For personal use only RESOURCES ‣ World-first single step graphite/graphene production option. ‣ Low cost capex and bottom of production cost curve expected. ‣ Advanced stage PEAS underway; furthe
Slide 27: Talga Asset Structure and JORC (2004) Resources
Appendices TALGA Talga Asset Structure and JORC TALGA RESOURCES LTD (2004) Resources* RESOURCES 1 Note: This information was prepared and first disclosed under the JORC code 100% For personal use only 2004. It has not been updated since to comply with the JORC code 2012 on the basis that the informa
Slide 28: Graphite size classification and prices
Appendices Graphite size classification. Common natural graphite concentrate product sizes, grades and prices For personal use only Trade Name microns Mesh Size (US) Size Size Purity Quote (microns) US Mesh % C US $/tonne Amorphous/Ultrafine <10 na 300+ 50+ 94-97 >1700 Amorphous/Fine 10-75 -200 94-9
Slide 29: References & Qualified Persons
References & Qualified Persons 1 Resource Note: All Talga owned resources referred to in this report are based on information prepared and first disclosed under the JORC code 2004. They have not been updated since to comply with the JORC code 2012 on the basis that the information has not materially