Talga Group Ltd. · ASX:TLG
Talga — Shareholder Meeting (November 2024)
25 slides from Talga's shareholder meeting presentation, Nov 22, 2024
Slide 1: For personal use only
© Talga Group Ltd, 22 No
Slide 2: Cautionary Statement and Disclaimer
For personal use only Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Forward-looking statements This presentation contains forward-looking statements. Those forward-looking statements reflect views held only as at the date of thi
Slide 3: For personal use only
For personal use only
Slide 4: Anode market growth continues
Anode market growth continues #) Global battery demand is still in early stages and market still growing strongly EV share of sales 40% of carsales EV Forecasts 30% 20% / 10% Actual Battery sales Forecasts 3,200 GWh S-curve trend 2,400 / 1,600 800 2015 2020 2025 2030 2015 2020 2025 2030
Slide 5: Martin Phillips, CEO Talga Group
FOr personal use. only «| Martin Phillips CEO Talga Group 7 *7 — A.
Slide 6: Natural graphite anode project
6 natural graphite anode project | mefe See: ASX:TLG 27 September 2022, 11 January, 20 June, 22 June 2023, 25, 18 and 31 October 2024. » Advanced stage of permitting, with all environmental permits in force, mine exploitation concession granted and building permits in force for refinery » Advanced f
Slide 7: 100% owned critical and strategic mineral resources
100% owned critica! and strategic mineral resources © Largest and highest-grade natural graphite resources in Europe - total JORC Mineral Resources of 70.8 million tonnes to date Aero Lithium joint venture with SOM shows promise for discovery value and diversification 7 See: ASX:TLG 1 July 2021, 6 O
Slide 8: Demonstrated battery material
Demonstrated battery material See: ASX:TLG 31 March 2022, 1fWanuary, 26 April2023, 29 Julya024 Established strategy of building expertise and innovation in vertical integration for competitiveness » In-house know-how critical for being one of few companies outside Asia capable of making anode » Prod
Slide 9: EU regulations supports Talga's anode business
9 EU regulations supports Talga’s anode business Critical Raw Materials Act Natural graphite listed as strategic raw material Domestic extraction target of 10% by 2030 Strategic project status pending for Vittangi mine Net-Zero Industry Act Battery anode material listed as strategic technology Domes
Slide 10: Sustainability: our DNA
10 our DNA See: ASX:TLG 1 July 2021, 9 August 2023, 29 September 2024. Sustainability work covers environment; people and community; and long-term value » Sustainability is a purpose and productive opportunity for Talga. We have natural and commercial advantages in low emission production compared t
Slide 11: Battery anode product portfolio
a Battery anode product portfolio Talnode®-C New technology high-rate natural graphite anode product that can be “tuned” for application and blended with synthetic graphite. Provides outstanding fast charge performance Talnode®-C Recycled Made from repurposed production scrap or black mass in propri
Slide 12: Innovation and in-house expertise enables commercial readiness
119104 Talga Innovation and in-house expertise enables commercial readiness and new market opportunities » Talga’s dedicated R&D team delivers development, testing and optimising of Talnode® products at its facilities » Key to expanding Talga’s range of battery materials and technologies to match cu
Slide 13: Talga's success is underpinned by people
Talga’s success is underpinned by people BX:TLG 22 December 2023, 2 July, 7 February, 27 September, 1No Our diverse team of 17 nationalities operates across 4 countries » Expertise across engineering, mining, research, quality assurance, community engagement, environmental monitoring, product develo
Slide 14: For personal use only
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Slide 15: Upcoming catalysts
» Customer offtakes for Talnode®-C » Strategic investor entry » Finalisation of Vittangi Anode Project finance » Completion of anode expansion scoping study downstream of completed mining study for precursor concentrate up to ~425,000tpa >» Commercial developments and partners for Talnode®-Si and Ta
Slide 16: Overview: Summary
Overview: Gr ¢ Ch} ® s Growth market Battery graphite anode and recycling process tech, silicon and next gen anode products Ye Location Stable investment jurisdiction (Sweden) and 100% control of entire supply chain/tech ET Advanced Operating EVA coated anode plant since 2022, Commercials validated
Slide 17: Talga Group offices
7 Talga Group Sweden Talga AB S6édra Kungsgatan 5B. 972 35 Lulea, Sweden t: +46 (0) 10-303 7100 e: kontakt@talgagroup.com Skeppsbron 26 111 30 Stockholm, Sweden e: kontakt@talgagroup.com Australia Talga Group Ltd Suite 3.03, Level 3 46 Colin Street West Perth, WA 6005 Australia t: +618 9481 6667 e:
Slide 18: www.talgagroup.com
talga www.talgagroup.com ASX:TLG
Slide 19: Talga Group Ltd
Talga Group Ltd Market Capitalisation $197.4M (@) MACQUARIE Listed Shares EUROZ HARTLEYS _~——_—_ Cash as at 30 Sep 2024 A$25.9M BELL POTTER Unlisted Options MEETLG Volume (Millions RHS)_ |= —TL 19 a PETRA CAPITAL ormance rights
Slide 20: Group Executive Management Team
For personal use only Group Executive Management Team Martin Phillips Melissa Roberts Per-Inge Kruse Anna Motta Peter French Eva enburg Chief Executive Chief Financial Director BD & Strategic Chief Technology Environment & Director People & Culture, Officer Officer Alliances Officer Community Manage
Slide 21: Talga Group Board of Directors
Talga Group Board of Directors Terry Stinson Mark Thompson Grant Mooney Steve Lowe Ola Rinnan Chair Managing Director Non-Executive Director Non-Executive Director Non-Executive Director For personal use only Over 35 years’ Executive and Non-Executive Director experience for global innovation compan
Slide 22: Talga AB Board of Directors
Talga AB Board of Directors For personal use only Eva Nordmark Anders Granberg Ola Rinnan Melissa Roberts Martin Phillips Mark Thompson Chair Director Director Director Director Director Former Swedish Minister of A prominent industry figure Extensive Over 20 years’ experience Experienced commercial
Slide 23: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources = probable 2,260,140 [e) Te _ indicated 26,691,000 243 C _ Inferred 8,329,000 224 ) inferred 31,500,000 149 ©~ indicated 3,400,000 73 Oo Inferred 900,000 Note: 1. Mineral resources are inclusive of ore reserves. 2. Mineral Resources are reported at various cut off
Slide 24: JORC Exploration Target
JORC Exploration Target Tonnage Range 470Mt 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 exploration to estimate a Mineral Resource and it is uncertain if further exploration will result in t
Slide 25: Competent Person Statements
For personal use only 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 affe