Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (November 2023)
23 slides from Talga's investor presentation, Nov 9, 2023
Slide 1: Talga Webinar Presentation (ASX Release)
ASX Release ASX:TLG 9 November 2023 Talga Webinar Presentation Battery materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation delivered by Talga’s Managing Director Mark Thompson during today’s investor webinar, Thursday 9 November 202
Slide 2: November 2023 Investor Webinar
For personal use only November 2023 Investor Webinar Talga Group (ASX:TLG) © Talga Group Ltd, November 2023
Slide 3: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Niska Scoping Study The Niska Scoping Study is a preliminary technical and economic study of the potential viability of developing the Nunasvaara North, Niska South and Niska North g
Slide 4: Graphite supply chain concentrated in China
Graphite supply chain Raw Materials Material Processing Cell Components concentrated in China For personal use only 100% 90% 80% 70% 60% New restrictions on Chinese 50% exports starting 1 Dec, 2023 40% 30% 20% 10% 0% e i i o o r r Li Li de N N G G od C C ho An at C Notes: Li: lithium; Ni: Nickel; Co
Slide 5: Graphite has major carbon footprint in cell
Graphite has major carbon footprint in cell For personal use only Primary extraction and processing Lithium 2% Graphite 34% Iron 1% Phosphorus 3% Cathode Manufacturing 15% Electricity (Cell Assembly) 28% Other 18% Total 100% 4 Source: Tesla, Impact Report 2022, LFP Cell – Global Warming Potential Co
Slide 6: Building a clean, integrated, secure graphite anode supply chain in Europe
Talga is building a new, clean, integrated, secure graphite For personal use only anode supply chain in Europe mine-to-anode A fully integrated battery anode supply chain in Sweden 5
Slide 7: Vittangi Anode Project
Vittangi Anode Project Mine north Sweden For personal use only Integrated mine-to-anode refinery producing 19,500tpa anode (Stage 1) for 24 years Europe’s largest and highest grade graphite deposit (Vittangi): 35.0Mt at 23.8%Cg, containing 8.3Mt graphite Advanced transport and logistics, with direct
Slide 8: Commercial anode refinery, Luleå, Sweden
For personal use only 19,500tpa (16GWh) Using 100% Permitted and graphite anode clean hydropower construction ready Commercial anode refinery Luleå, Sweden 7 See: ASX:TLG 1 July 2021, 17 July and 12 September 2023. Note: GWh equivalence assumes 1.2kg of graphite anode per 1kWh of battery capacity (B
Slide 9: Commercial anode refinery, Luleå Industrial Park
Commercial anode refinery Luleå Industrial Park, Sweden For personal use only Early works commenced Site land purchased Key site infrastructure progressing 8 See: ASX:TLG 17 July and 12 September 2023.
Slide 10: Natural graphite mine, Vittangi
For personal use only 100,000tpa natural Environmental permit approved, graphite ore appeals review progressing Natural graphite mine Vittangi, northern Sweden 9 See: ASX:TLG 1 July 2021, 6 April, 1 September, 6 October 2023. Image is an artist’s impression.
Slide 11: Vittangi Anode Project Financing
Vittangi Anode Project Financing For personal use only Target total debt (60%) and equity (40%) Debt financing consortium selection finalised European Investment Bank €150 million senior debt funding approved* Key Finance Partner Key Project Partners 10 See: ASX:TLG 20 June and 12 September 2023. *
Slide 12: Intellectual Property: 100% owned technology
For personal use only 15 active patent families, 100% in-house 65 active cases Intellectual Property 100% owned technology Talga develops products and processes across its operations (Sweden, UK, Germany & Australia) 11 See: ASX:TLG 26 April 2023.
Slide 13: Talnode validated by numerous customers
Talnode® validated by Map showing current and planned European Li-ion battery factories and capacity in 2022. Source: CIC energiGUNE numerous customers For personal use only under NDAs Cell manufacturers Anode manufacturers Auto OEMs 12 See: ASX:TLG 30 November 2022, 11 January 2023.
Slide 14: Cleaner anode production
Cleaner anode CO2-eq per kg of anode active material production 23.1 For personal use only -92% less emissions Super high-grade graphite, renewable energy and high-yield processing technology result in ultra- low carbon footprint -92% 14.2 The peer-review LCA was conducted according to ISO 14040:200
Slide 15: Next Gen Products
Next Gen Products For personal use only Talnode®-Si Talphite®, Talphene® Silicon anode Graphene Composite silicon-graphite additive with ~50 wt% Products in R&D include conductive silicon to produce high energy density (~1,900 mAhg) additives for cathode, solid-state drop-in additive anodes and recy
Slide 16: Silicon Anode Pilot Plant
Silicon Anode Pilot Plant Talga Advanced Materials GmbH, Germany For personal use only Producing Talnode®-Si samples for battery customer qualification and commercial discussions Feasibility studies and work underway to support commercialisation including site selection 15 See: ASX:TLG 26 April 2023
Slide 17: Battery material circularity
For personal use only UK Battery Centre Test work progressing Strong EU push of Excellence on recycling tech for circularity Battery material circularity 16 See: ASX:TLG 30 October 2023.
Slide 18: Exploring for growth and added value
Exploring for growth and added value Norrbotten, Sweden For personal use only Nunasvaara South resource extension exploration ongoing Aero Project - Lithium exploration progressing Drilling completed successfully at Vittangi nr 6 17 See: ASX:TLG 6, 13 October 2023.
Slide 19: Corporate overview
Talga Kiruna Luleå Corporate overview Osaka For personal use only Capital Structure Major shareholders Stockholm Kinetic Investment Partners 4.7% Market Capitalisation $380.6M Mark Thompson – M Director 4.0% Listed Shares 360.7M Pentwater Capital Management 3.6% Rudolstadt UBS AG (Private Banking) 3
Slide 20: For personal use only
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 21: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) For personal use only Nunasvaara (JORC 2012) 2,260,140 24.1 Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 22: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 23: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in