Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Shareholder Meeting (August 2015)
25 slides from Talga's shareholder meeting presentation, Aug 3, 2015
Slide 1: General Meeting Presentation
For personal use only General Meeting Presentation Talga Limited ASX:TLG 3 Aug 2015 rd 1
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 For personal use only prospects and proposed exploration and development strategy to recipients (“Recipi
Slide 3: Executive Summary
Executive Summary ‣ Talga Resources Ltd (“Talga”) ASX:TLG is a technology materials company with a unique, For personal use only simple and cost effective process to liberate graphene directly from its large high quality graphite ore deposits. ‣ By removing cost and volume issues that have plagued up
Slide 4: Financial and Corporate Summary
Financial and Corporate Summary For personal use only Capitalisation Summary Board Shares on issue (TLG Ordinary) 138.6M Managing Director - Mark Thompson Listed Opts (TLGO exp 30/11/15 @35c) 7.7M Chairman - Keith Coughlan Unlisted Options1 11.7M Non-Executive - Grant Mooney Market Cap (undiluted @
Slide 5: Talga's Graphite Pipeline
Talga’s Graphite Pipeline 100% ownership of five graphite projects in Sweden containing multiple deposits offering the full range of For personal use only market size specifications. Two advanced stage JORC resource1 projects in the development pipeline. JORC Resource1 Total 7.6Mt @ 24.4% Cg, Econom
Slide 6: Established mining district with quality infrastructure
Established mining district with quality infrastructure To Narvik For personal use only Magnetite Mine & Mill Magnetite Concentrator Propose d Railway Jalkunen Extension Magnetite Mine Magnetite Mine & Mill & Mill Magnetite Mine & Mill Photo©Northlands AB Cu-Au Mine & Mill To Luleå 6
Slide 7: Advantages of Sweden for Mining
Advantages of Sweden for Mining ‣ Established quality infrastructure with open For personal use only access rail, road and ports ‣ Low cost power supply - hydroelectricity/ nuclear grid ‣ Well established mining province with skilled workforce and support industries ‣ Mineral Production tax 0.2% Cor
Slide 8: Graphite vs Graphene?
Graphite vs Graphene? Carbon atoms crystallising to form a graphene sheet ‣ Graphite (the mineral) consists of multiple sheets of carbon For personal use only atoms in a hexagonal lattice, which when one or few atoms in thickness, are called graphene. ‣ There are ~3 million layers of graphene in 1mm
Slide 9: Graphene in Li-ion batteries
Graphene in Li-ion batteries Due to superior conductivity and surface area Graphene could be one of the best materials to For personal use only make new and superior batteries. Even as an additive to current lithium ion battery materials it is shown to improve capacity by up to 160% in spherical gra
Slide 10: Graphene Applications
Graphene Applications Conductive Inks / RFID Tags $3B Lightweight Composites $20B For personal use only Replace currently used carbon black and silver/ copper composites in conductive inks for rapid Added to current carbon fibre composites for growth “Internet of Things” devices/RFID tags increased
Slide 11: Commercialisation is held back by supply factors
Commercialisation is held back by supply factors Many applications have arisen from 10 years of graphene research but commercialisation is a question dominated by supply side factors For personal use only Main factors delaying uptake of graphene: ‣ Lack of scale: most production methods are not Scal
Slide 12: Graphite to Graphene: do you know the cost?
Graphite to Graphene: do you know the cost? ‣ Usually graphite ores require drill/blast mining, For personal use only crushing, milling, flotation and purification stages to produce a graphite concentrate prior to the start of making graphene. ‣ This induces an environmental footprint from the energy,
Slide 13: Solution-Talga natural ore advantage
Solution-Talga natural ore advantage TALGA TALGA RESOURCES OTHERS RAW GRAPHITE ‣ Talga extracts graphene directly from natural microcrystalline graphite ore* For personal use only ORE PROCESS using low impact physio-chemical techniques. The benefits include: 1 STEP - No requirement for drill/blast,
Slide 14: Graphene direct from natural ore
Graphene direct from natural ore ‣ Three universities across two countries plus CSIRO work confirms For personal use only Talga produces high quality 1-5 layer graphene (FLG) directly from raw natural rock (unprocessed ore*). ‣ By not using ‘Hummers’ or Shear-based methods Talga graphene retains low
Slide 15: Why Is The Talga Approach Unique
Why Is The Talga Approach Unique ‣ Graphite is made from layers of graphene so in theory anyone can produce graphene in a For personal use only laboratory - but at what volume and cost? Talga ore* is differentiator. ‣ Talga’s production process unlikely to work on other deposits due to multiple phys
Slide 16: Production/Business Model
Production/Business Model ‣ Talga uses innovative mining and manufacturing techniques aiming to disrupt the graphite and For personal use only graphene supply chain in cost and performance, while minimising environmental footprint. ‣ Current aim to sell bulk graphene and graphite to large end users
Slide 17: Full Scale Plant Principles (Video)
For personal use only Full Scale Plant Principles (Video) *See Scoping Study released to ASX 9 October 2014. 17
Slide 18: Development Status
Development Status ‣ Lab and Benchtop scale trials complete. For personal use only ‣ Trial mining underway. ‣ Pilot plant commissioning imminent. ‣ Upscaling to produce commercial scale samples for product development and potential sales. ‣ Focus now on commercial relationships to place upcoming gra
Slide 19: Trial Mine (Video)
For personal use only Trial Mine (Video) Vittangi trial mining graphite blocks. Details see TLG ASX release 20 July 2015. 19
Slide 20: Pilot Plant Site - Rudolstadt, Germany
Pilot Plant Site - Rudolstadt, Germany. Rudolstadt/ Schwarza Chemical Park Current production/activitiy includes Polyamide 6 & 6.6, For personal use only Caprolactam, Electricity plant, Lyocell, Natural & Synthetic Research Institute, Biodiesel, Wastewater Treatment Plan. ORE BLOCKS DELIVERED JULY P
Slide 21: Talga Europe Operations
Talga Europe Operations Sweden Operations Talga Mining P/L filial Sweden For personal use only Research, Development and Analytics ‣ Trial mining and exploration ‣ JV Uni of Dresden/Max Planck ‣ Road/rail ore blocks direct to ‣ Friedrich-Schiller-University Jena German operations Local Industry/End
Slide 22: Milestones on path to full-scale Production
Milestones on path to full-scale Production For personal use only Jan-Jun 2015 Jul-Dec 2015 Jan-Jun 2016 ‣ Environmental permitting ‣ Phase 1 pilot plant ‣ Phase 2 pilot plant for trial mining - complete operating in Germany operating ‣ Gold asset divestment ‣ Distribution of larger ‣ Phase 3 pilot
Slide 23: Investment Highlights
Investment Highlights ‣ World’s highest grade# graphite resource - 100% owned. For personal use only ‣ Truly unique ore that facilitates simple high margin industrial scale production of graphene and graphite. ‣ High quality mining and logistics jurisdiction. ‣ Immense growth profile of multiple depo
Slide 24: Appendices - Graphite Resources and Targets
1 Appendices- Graphite Resources and Targets 2 Nunasvaara Mineral Resource (10% Cg low cut-off Nov 2012) JORC Exploration Targets 2 For personal use only Graphite Exploration Tonnes (0-100m Vertical Graphite Classification Tonnes Project (%Cg) Target Depth) (% Cg) Indicated 5,600,000 24.6 Min. Max. M
Slide 25: Appendices - References
Appendices - References For personal use only References a) Lucintel - global polymer industry 2012_2017 trends forecast June 2012 b) Fullerex Graphene Report 2014 c) McKinsey Global Report 2013 “Disruptive technologies: Advances that will transform life, business, and the global economy” d) www.Dir