Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — RIU Sydney Resources Round-Up Conference 2014
25 slides from Talga's conference presentation, May 13, 2014
Slide 1: Talga Presentation at RIU Sydney
13 MAY, 2014! ASX: TLG TALGA PRESENTATION AT RIU SYDNEY TALGA RESOURCES ROUNDUP CONFERENCE RESOURCES For personal use only Talga Resources Limited (ASX:TLG) (“Talga” or “the Company”) is pleased to provide a copy of the presentation to be delivered by Managing Director Mr Talga Resources Ltd Mark Th
Slide 2: Investor Presentation, RIU Conference Sydney
For personal use only TALGA RESOURCES Talga Resources Ltd Investor Presentation RIU Conference Sydney 13-15 May 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 Keith Coughlan Non-executive Chairman Ordinary Shares 105.1M Unlisted Options1 3.75M Mark Thompson Managing Director Cash (at 31/3/2014) $1.9M Grant Mooney Non-executive Director Debt $
Slide 6: What is Natural Graphite?
What is Natural Graphite? ‣ Graphite is a crystalline form of carbon that forms in nature when For personal use only carbon-rich rocks undergo metamorphism (pressure/temperature induced change). It can be synthesised but at very high cost. ‣ Graphite (the mineral) consists of parallel sheets of carb
Slide 7: 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 8: Graphite Drivers
Graphite Drivers ‣ China has maturing operations with rapidly declining production profiles but rising costs. Additional For personal use only government consolidation and crackdown on environmental pollution has shut significant amount of graphite production. Graphite declared critical strategic mi
Slide 9: 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 10: 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 11: 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 12: 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 13: 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 14: Growth potential and logistics advantages
Growth potential and logistics advantages TALGA RESOURCES For personal use only ‣ Graphite unit outcrops in part and is Kiruna Iron Mine mapped over at least 15km strike. 100% controlled by TLG. Svappavaara Iron Mine ‣ Sampling by Talga of the outcropping Railhead unit averaged 26.2% Cg with grades
Slide 15: Unique Graphene Production Ability
OTHERS Unique Graphene Production Ability RAW GRAPHITE ORE Nunasvaara has unique advantage to potentially produce bulk TALGA CRUSH quantity graphene at ultra-low cost For personal use only RESOURCES GRIND RAW GRAPHITE ORE ‣ The common path to graphene production from natural graphite ore PROCESS FLO
Slide 16: Dual Graphite/Graphene Production Option
Dual Graphite/Graphene Production Option On 19 Feb 2014 Talga announced exceptional results from new metallurgical testwork on Nunasvaara graphite ore. Key conclusions of the testwork include: For personal use only ‣ A 1-step process using electric current applied directly to uncrushed/unpurified Nu
Slide 17: Graphene Market
Worldwide patent applications by publication year. Graphene Market From Intellectual Property Office UK, Graphene Patent Landscape 2013 Growing fast. Massive development underway. ‣ Graphene is the world’s first quasi-2D material and has superlative For personal use only characteristics in electrical
Slide 18: Nunasvaara - summary development plan
Nunasvaara - summary 12 month development plan ‣ Nunasvaara’s JORC Indicated resource is ideally situated for fast-tracking to development. Next steps are upscaling metallurgical work to complete dual graphite/graphene scoping study in Q3 2014 and a bulk sample to be processed through a pilot plant
Slide 19: Other Graphite Projects - Raitajärvi
Other Graphite Projects - RAITAJÄRVI S e Gr RESOURCE al id ed Po Raitajärvi Resource Hi we gh r w ay For personal use only ‣ Current total JORC 2004 resource1 of 4.3Mt @ 7.1% Cg, open and less than 25% of EM anomaly drill tested. EM anomaly/Graphite Unit ‣ A high proportion of resource is coarse fla
Slide 20: Piteå Jumbo Flake Project
Piteå Jumbo Flake Project ‣ 3 historic drillholes targeting base metals For personal use only ay ilw Luleå Town intercepted coarse flake graphite within a 4 x 1km Ra and Port EM anomaly. Rai lwa y ‣ 80% of flake graphite at Piteå exceeds 300 µm Piteå Town size i.e. 80% +50 mesh, aka “jumbo”. and Por
Slide 21: Talga's Graphite Development Advantages
Talga’s Graphite Development Advantages TALGA RESOURCES ‣ Highest grade JORC/NI43-101 graphite resource in world. For personal use only ‣ World-first single step graphite/graphene production option. ‣ Low cost capex and bottom of production cost curve expected. ‣ Advanced stage PEAS underway; furthe
Slide 22: For personal use only
Wimmer&Financial& Disclaimer!! To get further information or register interest in a For personal use only divestment project contact: Mark Thompson - Managing Director 1st Floor, 2 Richardson St West Perth WA 6005 Australia Tel +61 89481 6667 admin@talgaresources.com www.talgaresources.com ASX: TLG
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: Appendices: Graphite size classification and prices
Appendices Graphite size classification. Common natural graphite concentrate product sizes, grades and prices For personal use only Size Size Purity Quote Trade Name microns US Mesh Size (microns) US Mesh % C US $/tonne Amorphous/Ultrafine <10 na 300+ 50+ 94-97 >1700 Amorphous/Fine 10-75 -200 94-97
Slide 25: 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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