Talga Group Ltd. · ASX:TLG
Talga — Talga Gold — Investor Presentation (May 2012)
29 slides from Talga's investor presentation, May 15, 2012
Slide 1: Company Graphite Projects Roadshow Presentation
For personal use only Company Graphite Projects Roadshow Presentation May 2012 ASX: TLG
Slide 2: Forward Looking Statements & Disclaimer
Forward Looking Statements & Disclaimer For personal use only This presentation has been prepared by Talga Gold 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”). T
Slide 3: Corporate Overview
For personal use only Corporate Overview Exchange: ASX Code TLG Board Shares 46.35 Million Options (unlisted/employee) Sean Neary 1.1m @ 20c expiring 16 Dec 2012 4.35 Million B.Ec, M.Law (Tax), CPA 2.75m @ 40c expiring 30 Nov 2014 0.5m @ 35c expiring 21 Jul 2015 Chairman & Non-Executive Director Cas
Slide 4: Talga Introduction
For personal use only Talga Introduction July 2010 raised $5M @ 20c in IPO Active explorer: drilled 118 holes totalling 8,099 metres and sampled over 7,100 geochemical sites since listing June 2011 further raise $2.1M @ 35c In late 2010/early 2011 identified graphite market potential and started rev
Slide 5: TCL Sweden Ltd Option
TCL Sweden Ltd Option During Q1 2012 Talga entered an option agreement For personal use only with Teck Resources Limited (“Teck”) to purchase 100% subsidiary TCL Sweden Ltd (“TCL”). Talga Gold Limited Teck Resources Limited ASX: TLG NYSE: TCK Talga paid US$45,000 for the option until 30 June 2012, t
Slide 6: What is Graphite?
What is Graphite? Graphite is a naturally occurring mineral form of carbon, with very For personal use only high melt point (about 3600oC) and range of unique properties including high conductivity and low volume change under charge that make it useful for batteries Worldwide “Graphite” market estim
Slide 7: Why Graphite?
Why Graphite? World Natural Graphite Production For personal use only CHINA World natural graphite supply is 80% from China Graphite declared a “Strategic Mineral” akin to Lithium and REE’s by USA and EEC REST OF WORLD Chinese exports decreased under enforcing of tariffs and regulations Source: “Gra
Slide 8: New Demand Driver
New Demand Driver Graphite is significant and hard to replace element of Li ion For personal use only batteries that are becoming industry standard for appliances, green energy to grid transitions and automotive use Takes up to 30x more graphite than Li to make a Li ion battery, and total weight gra
Slide 9: Sweden Graphite Projects
Sweden Graphite Projects For personal use only JORC Code Inferred Resource Estimates Nunasvaara 3.6Mt @ 23.0% C Raitajärvi 0.5Mt @ 10.8% C Total 4.1Mt @ 21.5% C Plus Additional Exploration Target1 Total (to 50m depth) 11.6 - 38.8Mt @ 3.4 - 40.9% C 1 JORC Code compliant Exploration Targets are calcul
Slide 10: Nunasvaara (Option to 100%)
Nunasvaara (Option to 100%) GRAPHITE For personal use only Highest in-situ graphite grade resource in world JORC Code Compliant 15km Mapped Graphite Inferred Resource Estimate 3.6Mt @ 23.0% C Horizon yet to be tested Resource estimate based on 17 of 21 diamond drill See Inset Next Page holes for 1,6
Slide 11: Nunasvaara Strike Extension
0 metres 200 Nunasvaara Strike Extension Nunasvaara OPE Exploration Target N Costean Graphite Results TRENCH/COSTEAN RESULTS 0.3-0.5Mt @ 23-28% C 16m @ 26.1%C C12 10.5m @ 31.0%C For personal use only 3m @ 18.8%C C11 Graphite Mineralisation from Surface C9 4m @ 23.0%C C10 15m @ 21.1%C 4m @ 10.5%C C7
Slide 12: Nunasvaara cross section
Nunasvaara 1000mE 1050mE 1100mE 1150mE GRAPHITE Trench 21m @ 27.6%C For personal use only 350m RL RL 350m 4 3310 4 44 Costean05 ^ D ^ ^ 0 ril 0.7 5.6 22.2 27.1 31.4 34.7 25.8 27.4 11.4 12.1 5.4 19.5 21.2 40.3 47.2 41.9 42.0 38.1 39.1 28.0 26.2 33.1 0.8 0.5 lh ol e ID 25 % C Dr 44 Previous drilling a
Slide 13: Nunasvaara JORC Code Inferred Mineral Resource
OPEN For personal use only OPEN OPEN >25 %C 20-25 %C 15-20 %C Nunasvaara JORC Code Inferred Mineral Resource 10-15 %C Million Graphite Model Cutoff Tonnes Grade Depth Grade <10 %C 3.6 23 %C 110m 5 %C
Slide 14: Raitajärvi Graphite Project
Raitajärvi Graphite Project Delineated using 13 diamond drill holes over 200m strike length from For personal use only a total 20 holes drilled by SGU Exploration potential 3km EM Conductors JORC Code Compliant Inferred Resource Estimate 0.5Mt @ 10.8% C Open at depth and along strike Growth potentia
Slide 15: Metallurgy Average Graphite Flake Size
Metallurgy Average Graphite Flake Size % total flake Previous work on 87 petrographic samples indicate 40 For personal use only predominantly coarse flake graphite (see appendix 2 for details). >85% of graphite flake >0.1mm size and ranges up to 1.2mm (“Super-Jumbo”) 30 Preliminary metallurgical tes
Slide 16: Raitajärvi JORC Code Inferred Mineral Resource
For personal use only OPEN OPEN >15 %C 11-15 %C Raitajärvi JORC Code Inferred Mineral Resource 8-11 %C OPEN Million Graphite Model Tonnes Grade Depth 5-8 %C 0.5 10.8 %C 70m <5 %C
Slide 17: Exploration Stage Projects
Exploration Stage Projects For personal use only In addition to the Nunasvaara and Raitajärvi graphite resources, Talga has 100% owned multiple graphite projects with location synergies 5 JORC Code compliant graphite Exploration Targets1 11.3-37.5Mt @ 3.4-40.9% C (to 50m depth) within 50km radius
Slide 18: Jalkunen Project - Suinavaar Prospect
Jalkunen Project Suinavaar Prospect For personal use only Historic diamond hole by SGU on base metal target intersects significant graphite bearing interval up to 70m width within overall 6.6km striking geophysical conductor Drilling highlights include: 45m @ 19.4% C from 25m above a zone grading 9m
Slide 19: Jalkunen Project
Jalkunen Project DRILLHOLE K-JAL 1 (1986) 50.0m @ 15.4%C graphite Jalkunen prospect For personal use only 2km long electromagnetic conductor 3 historic diamond holes by LKAB for 612.25m Graphite bearing schist intercepted over 51.2m Assays returned 51.2m @ 15.4% C from 149.4m depth at low angle to c
Slide 20: Jalkunen Project
Jalkunen Project ‘A’ ‘A’ For personal use only
Slide 21: Exploration Stage Projects
Exploration Stage Projects Lehtosölkä For personal use only Exploration Target1 1.0 - 1.8Mt @ 3.9 - 16.8%C 5 historic diamond holes by SGU Best graphite intercept 19.5m @ 7.5% C Graphite flake size range 0.1 mm and 0.3-0.4 mm. Approximately 20% >0.4 mm Graphite visible in diamond drill core from Tal
Slide 22: Advantage North Sweden
Advantage North Sweden Technical High grades graphite, JORC Mineral Resources For personal use only established, substantial drilling on exploration targets Transport Excellent network of high quality road, rail and ports facilitate development , lower capex Regulatory Active, pro-mining jurisdictio
Slide 23: Summer Drilling in Sweden - Next Steps in 2012
Summer Drilling in Sweden Next Steps in 2012 For personal use only Re-sample historic drill core for more detailed graphite characterisation and metallurgy - DONE Complete diligence and TCL Sweden Ltd acquisition - ADVANCED July - commence phase 1 (summer) drilling to uplift JORC Code/NI43-101 statu
Slide 24: Graphite Deposit Peer Comparison
Graphite Deposit Peer Comparison Published “N43-101 and/or JORC Code” Mineral Resources For personal use only Million Grade Cut-off Contained Market Cap Company Deposit SG Tonnes %C %C Tonnes C US$M Northern Graphite Corp. Bisset Creek 81.0 1.7 1 2.63 1,377,000 100-110 Focus Metals Inc Lac Knife 7.9
Slide 25: TLG recognition growing
TLG recognition growing For personal use only Graphite market commentary and equities research discovering Talga owns 2 of the few JORC/NI43-101 defined graphite deposits worldwide, including the highest grade of In-situ graphite in world Independent research tracking 36 companies and 98 projects id
Slide 26: Thank You - More Information Contact
More Information Contact: Mark Thompson Thank You For personal use only Managing Director M: +61 (0) 424 043 380 E: mark@talgagold.com Talga Gold Limited 1st Floor, 2 Richardson St West Perth WA 6005 ASX:TLG Australia Tel +61 8 9481 6667 www.talgagold.com
Slide 27: Appendices
Appendices For personal use only Appendix 1. Nunasvaara - Historic Drill hole Intercepts where >20% C over Appendix 2. Raitajärvi - Historic graphite flake size at least 25m downhole measurements from 87 samples observed Hole Northing Easting Azimuth Decl. From To Interval Graphite Sampled <0.1mm 0.
Slide 28: Resource Estimation Methodology
Appendices Appendix 3 Talga Gold Ltd Resource Estimation Methodology. For personal use only Nunasvaara Graphite Deposit: Inferred JORC compliant Resource. Drill hole data used in the Nunasvaara Graphite Resource estimate comprised a total of 17 diamond holes for 1,677.2 metres drilled along the enti
Slide 29: References & Qualified Persons
References & Qualified Persons For personal use only References & Mineral Resource Qualification 1 The JORC Code compliant Exploration Targets are not to be construed as JORC Code compliant Mineral Resources. The JORC Code compliant Exploration Targets are based on historic diamond drill testing, ai