Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Mines and Money Hong Kong Conference 2013
30 slides from Talga's conference presentation, Mar 8, 2013
Slide 1: Updated Talga Resources Graphite Projects Presentation
8 MARCH 2013 ASX: TLG UPDATED TALGA RESOURCES GRAPHITE TALGA PROJECTS PRESENTATION. RESOURCES Talga Resources Limited (ASX: TLG) (“Talga” or “the Company”) is pleased to provide For personal use only ASX Code: TLG an updated company presentation on its 100% owned graphite projects in Sweden. The Com
Slide 2: Graphite Projects Presentation March 2013
HIGHES DE RESOURCE OF - HEST GHADE THE WORLD'S eee see a GRAPHITE Hohe eoucagrade inthe er “PROJECTS PRESENTATION MARCH 2013 Noopedminnratnaton a2 6s —- = 0.2% & Miners tae rate a @ ASX: TLG
Slide 3: Disclaimer
Wimmer&Financial& Talga Resources Ltd Disclaimer!! Talga Resources Ltd - 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
Slide 4: Executive Summary
Executive Summary For personal use only Talga Resources Ltd (“Talga”) is a mineral explorer & developer that listed on the Australian Stock Exchange (ASX:TLG) in July 2010 . The company wholly owns multiple graphite, iron ore and copper/gold projects in Sweden and gold projects in Australia. Work si
Slide 5: Corporate Overview
Corporate Overview ASX Ticker/Code TLG For personal use only Shares 54.4 M Options (unlisted/employee) 18% 2.75m @ 40c director exp 30.11.2014 3.75 M Top 20 own 54% 0.5m @ 35c employee exp 21.7.2015 5% 0.5m @ 45c employee exp 3.10.2016 5% Market Capitalisation (fully diluted/$0.20) $12 M 4% Cash (At
Slide 6: Board & Management
Board & Management Mr Neary is a Certified Practicing Accountant with more than 25 years experience in For personal use only Sean Neary finance and commercial advisory roles. His experience includes more than ten years in audit and tax consulting with ‘Big Four’ and second tier accounting practices
Slide 7: Advantages of Northern Sweden for Mining Projects
Advantages of Northern Sweden for Mining Projects For personal use only Corporate tax rate 22%, Mineral Production tax 0.2%. Existing heavy-duty mineral production infrastructure with open access rail, road and ports and government support. Low cost power from hydroelectricity and nuclear grid. Well
Slide 8: Quality bulk-mineral production infrastructure in place
Quality bulk-mineral production infrastructure in place For personal use only 7
Slide 9: What is Graphite?
What is Graphite? For personal use only Graphite is an industrial mineral; one of three readily occurring solid forms of carbon (the others being coal and diamond) that in natural form is mined in various countries, predominantly China. Graphite has unique properties including very high thermal cond
Slide 10: Natural graphite market
Natural graphite market Volume Comparison of Natural Graphite Market in 2011 Tonnes Annum Natural graphite market (1.1Mt C) is similar volume to Nickel market 1,300,000 Ni Cg For personal use only (1.3Mt Ni) and much bigger than Lithium and Rare Earths. 1,100,000 GRAPHITE World market worth US$1B/yr
Slide 11: New Demand Driver
New Demand Driver Talga July 2012 Graphite is a significant component of many types of battery, For personal use only including Li-ion where commonly there is 10x more graphite than lithium. Li-ion battery technology is becoming industry standard in mobile technology devices, energy storage and tran
Slide 12: World Natural Graphite Production
World Natural Graphite Production Why Graphite is News? For personal use only CHINA Graphite prices have been rising since 2005. 80% of all natural graphite supply (and 90% of world ultrafine graphite supply) is from China. REST OF WORLD Increasing state control/mine consolidation and higher domesti
Slide 13: Graphite becoming strategic
Photo Mark Thompson/Talga Oct 2012 Graphite becoming strategic Depending on one country is a supply risk now being addressed. For personal use only Graphite is declared a “Strategic Mineral” by USA and EEC. 12
Slide 14: Why graphite is the focus for Talga
Why graphite is the focus for Talga For personal use only Grade is King - highest grade JORC/NI 43-101graphite resource in world (n=18). Low capex development compared to many other minerals, providing low cost and short term path to mining/cashflow. Located within several shipping days of large mar
Slide 15: Talga's Sweden Projects
Talga’s Sweden Projects For personal use only Talga moved into Graphite in early 2011. After world search found excellent graphite deposits in Sweden, but highest grade deposit occurred in Teck Resources IOCG portfolio. Approached Teck and acquired option to buy company owning their Swedish assets i
Slide 16: Vittangi Project - Nunasvaara Graphite Deposit
Vittangi Project - Nunasvaara Graphite Deposit Located in Vittangi greenstone belt. Distance to highway and For personal use only grid power 3-5km, Rail 23km. Discovered 1898. Tested sporadically by Swedish Geological Survey (SGU) and iron ore companies. Since privatisation of mineral sector in 1992
Slide 17: Nunasvaara Graphite Deposit drilling map
1736050mE 1736100mE 1736150mE 7523550mN 7523600mN NUS12 34 007 44429 Nunasvaara Graphite Deposit 4 N UU U U S1 20 06 Costean 03 U U .2 .7 133.4 1183.8 25.6 31.0 34.7 29.8 29.8 21.2 32.0 32.9 32.8 351.1.2 m 23.8 26.7 0.2 0.2 0.2 0.3 20.1 10 36 4 0.6 6 0. For personal use only 33m at 19.9% Cg 1 8 1. 1
Slide 18: Nunasvaara Graphite Deposit
Nunasvaara Graphite Deposit Total JORC resource 7.6Mt @ 24.4% Cg For personal use only (estimate Nov 2012) at 10% Cg lower cut-off. Nunasvaara Mineral Resource (10% Cg lower cut-off grade) Nov 2012 Tonnes Graphite Contained Graphite Indicated status from surface to 125m depth and Classification (Mt) (
Slide 19: Nunasvaara Graphite Deposit - Video
Nunasvaara Graphite Deposit - Video For personal use only >25%Cg 20 - 25%Cg 15 - 20%Cg 10 - 15%Cg 18
Slide 20: Raitajärvi Graphite Project
Raitajärvi Graphite Project 3km strike Preliminary JORC Inferred resource 0.5Mt @ 10.8%Cg (using 5% EM conductors For personal use only lower cut-off) delineated using historic diamond drill holes by Swedish Geological Survey (see appendix 2). Only tested 300m strike; Resource depth 70m, open at dept
Slide 21: Raitajärvi Coarse Flake Graphite
Raitajärvi Coarse Flake Graphite Graphite flake size distribution Historic work by SGU (see Appendix 3) showed a high content of (historic drill sample microscopy, n=87) For personal use only coarse flake sizes present with 87% of observed graphite flake >100 micron size and 49% of deposit >200 micr
Slide 22: Exploration Projects
Exploration Projects Talga owns 100% suite of advanced stage graphite deposits defined by historic diamond drilling and For personal use only geophysics. Blue sky potential for further discoveries and resources to be added in the short term. Exploration Tonnage Range Grade Range Project Target1 (Mt)
Slide 23: Indicative Path to Key Graphite Milestones
Indicative Path to Key Graphite Milestones 2012 2013 2014 Activity Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 For personal use only Nunasvaara Geophysics Enviro/Stakeholder Surveys TCL Sweden Ltd Acquisition Nunasvaara Drill Phase 1 Nunasvaara Results/Resource Nunasvaara Scoping Study Drilling Raitajärvi Phas
Slide 24: World JORC and NI 43-101 Graphite Resources
World JORC and NI 43-101 Graphite Resources Fraser # Country Resource Grade Market Cap.* Company Deposit Location Ranking % Graphite US$M For personal use only Talga Resources Nunasvaara Sweden 2 24.4 12 Mason Resources Lac Guéret Quebec 11 19.3 46 Focus Graphite Lac Knife Quebec 11 15.7 73 Lincoln
Slide 25: Investment Highlights
Investment Highlights For personal use only Highest grade graphite resource in the world (Nunasvaara 7.6Mt @ 24.4% Cg). Grade Grade provides the opportunity for low cost production and high margins. Operating in a top mining jurisdiction with producing infrastructure on the doorstep of Sweden Europe
Slide 26: To seek further information
For personal use only To seek further information: Contact in Australia Mark Thompson - Managing Director 1st Floor, 2 Richardson St West Perth WA 6005 Tel +61 8 9481 6667 admin@talgaresources.com www.talgaresources.com Contact in Sweden Bruce Cripps - Country Manager Sweden Luleå, Sweden The Econom
Slide 27: Appendices: drilling results
Appendices Appendix 1. Nunasvaara - 2012 diamond drilling results. Appendix 2. Raitajärvi - Historical diamond drilling results selected where interval >5%Cg and including internal waste. East North EOH From To Interval Est. True East North Collar RL To Interval Grade Hole ID Azi Dip % Graphite EOH
Slide 28: Appendices: flake size and graphite prices
Appendices Appendix 3. Raitajärvi - Historic graphite flake size Appendix 4. Common natural graphite concentrate measurements from 87 samples observed. product sizes, grades and prices For personal use only Sampled >400 <100 micron 100-200 micron 200-400 microns Graphite Size Profile microns Microns
Slide 29: Talga Asset Structure and JORC Resources
Appendix 5 Appendices Talga Asset Structure and JORC Resources For personal use only 100% SWEDEN GRAPHITE 100% BRANCHES 100% IRON Tonnes Graphite Tonnes Iron as Magnetite Classification Classification (Mt) (%Cg) (Mt) (%Fe mag ) Indicated 5.6 24.6 Indicated 49.7 30.0 Inferred 2.0 24.0 Inferred 37.5 2
Slide 30: References & Qualified Persons
References & Qualified Persons For personal use only 1 Exploration Targets: The estimates of exploration target sizes in this announcement are in accordance with the guidelines of the JORC Code (2004) and should not be misunderstood or misconstrued as estimates of Mineral Resources. The potential qu
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