Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Shaw Stockbroking Graphite Conference (September 2014)
24 slides from Talga's conference presentation, Sep 9, 2014
Slide 1: Investor Presentation – Shaw Stockbroking Graphite Conference
For personal use only TALGA RESOURCES Talga Resources Ltd Investor Presentation Shaw Stockbroking Graphite Conference ASX: TLG
Slide 2: Forward Looking Statements and Disclaimer
Cover; Nunasvaara graphene 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 proposed e
Slide 3: Executive Summary
Executive Summary TALGA ‣ Talga Resources Ltd (“Talga”) ASX:TLG is developing multiple graphite deposits in RESOURCES For personal use only Sweden including the world’s highest grade graphite mineral resource1. ‣ In recent tests Talga has demonstrated a world-first ability to produce high quality gr
Slide 4: 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 5: Talga's Graphite Project Pipeline
Talga’s Graphite Project Pipeline 100% ownership of five graphite projects in Sweden with multiple deposits offering the full range of market size specifications. Two advanced stage projects in the development pipeline. These are drilled to JORC1 For personal use only Indicated status and preliminary
Slide 6: Established mining district with extensive milling and transport 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 7: 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 8: Logistics Advantages
Logistics Advantages Road through Nunasvaara project ‣ EU consumes 20% of global natural graphite and imports 95% of its needs (vast majority from China). Graphite is EU classified For personal use only “critical raw material”. ‣ Talga’s projects located proximal to high quality sealed roads and ope
Slide 9: Vittangi Project - Nunasvaara Graphite Deposit
Vittangi Project - Nunasvaara Graphite Deposit ‣ 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 ‣ Mineralisation from surface to 165m depth and remains open. Average true width 20m over 1.2km strike and remains
Slide 10: Nunasvaara strike potential and logistics advantages
Nunasvaara strike potential and logistics advantages TALGA RESOURCES ‣ Graphite is mapped in outcrop and EM over For personal use only at least 15km strike. 100% owned TLG. ‣ EM conductors sampled by Talga along strike of Nunasvaara deposit average 26% Cg with grades up to 47% Cg from surface sampli
Slide 11: Vittangi Project - New Tenements Extend Strike
Vittangi Project - New Tenements Extend Strike ‣ Further EM conductors (interpreted to be For personal use only similar to Nunasvaara-type graphite) identified extending outside the previous project area. ‣ Talga’s tenement applications over these conductors have now been granted which doubles the t
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: Graphite versus Graphene?
Graphite versus Graphene? ‣ Graphite (the mineral) consists of parallel sheets of carbon For personal use only atoms in a hexagonal lattice, which when one or few atoms in thickness, are called graphene. ‣ Graphite therefore IS made from graphene sheets. There are about 3 million layers of graphene
Slide 15: Graphene - Disruptive Potential Across Multiple Markets
Graphene - Disruptive Potential Across Multiple Markets For personal use only “Graphene, which is composed of one-atom-thick sheets of carbon hexagons, is being produced today, but only in limited quantities and at high cost. When this material can be mass-produced cost-effectively, its impact could
Slide 16: 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 17: Graphene Market - Commercialisation is here
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 18: Graphene from Graphite
Graphene from Graphite 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 commo
Slide 19: Talga one-step processing
Talga one-step processing ‣ Because of the unique characteristics of Nunasvaara, both graphite and graphene can be For personal use only liberated from the deposit in a single step process. This means no expensive multiple stage processing or purification that imparts complexity and costs. ‣ The dep
Slide 20: Talga's Graphene Status
Talga’s Graphene Status ‣ The highly homogenous nature of the raw ore has enabled For personal use only production of consistent quality 1-5 layer graphene. High potential for further optimisation and additional functionalisation. ‣ CSIRO is co-funding a research program on Talga’s graphite ore and
Slide 21: Milestones on path to production
Milestones on path to production TALGA For personal use only RESOURCES ‣ Scoping study expected end of September with dual graphene/graphite production. ‣ Permitting underway for bulk sample and pilot plant to be built for operation mid-2015. Bulk sample permit application for 2,000m3 test mining. ‣
Slide 22: Investment Highlights
Investment Highlights ‣ Highest grade JORC/NI43-101 graphite resource in world. TALGA For personal use only RESOURCES ‣ Demonstrated ability to produce high quality graphene direct from its raw ore provides robust margin potential compared to peers. ‣ Low cost capex and bottom of production cost cur
Slide 23: Appendices - Talga Asset Structure and JORC 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 24: 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
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