Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Graphene & 2D Materials Live Conference, Berlin 2015
21 slides from Talga's conference presentation, Apr 28, 2015
Slide 1: Talga Presentation at Graphene & 2D Materials Live Conference, Berlin
28 APRIL 2015 ASX: TLG TALGA TALGA PRESENTATION AT GRAPHENE & 2D MATERIALS LIVE CONFERENCE, BERLIN RESOURCES For personal use only Technology materials development company, Talga Resources Ltd (ASX: TLG) (“Talga” or “the Company”) is pleased to provide a copy of the presentation Talga Resources Ltd
Slide 2: Removing the Volume and Cost Barriers to Graphene Commercialisation
TALGA For personal use only RESOURCES ASX: TLG Removing the Volume and Cost Barriers to Graphene Commercialisation IDTechEx Graphene Technology, Opportunities, Applications Conference Berlin 29th April 2015 1
Slide 3: 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 prospects For personal use only and proposed exploration and development strategy to recipients (“Recipi
Slide 4: Executive Summary
Executive Summary TALGA RESOURCES ‣ Talga Resources Ltd (“Talga”) ASX:TLG is an emerging advanced materials supply company For personal use only with operations in Australia, Sweden and Germany. ‣ Talga aims to enable large commercial graphene applications which have to date been impeded by absence
Slide 5: Talga Europe Operations / Sweden Operations
Talga Europe Operations Sweden Operations Talga Mining P/L filial Sweden ‣ Trial mining and exploration For personal use only ‣ Rail/road ore blocks direct to Research, Development and German operations Analytics Local Industry/Graphene End users ‣ JV Uni of Dresden/Max Planck ‣ Use research as inte
Slide 6: The Graphene Problem
The Graphene Problem TALGA RESOURCES ‣ Of the many methods of making graphene, most are either very For personal use only Different production methods for graphene; price vs expensive or not able to scale up to industrial requirements. quality (not to scale, or including scalability) ‣ Talga recognis
Slide 7: 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 TALGA RESOURCES commercialisation is a question dominated by supply side factors For personal use only Main factors delaying uptake of graphene include: ‣ Lack of scale: most product
Slide 8: Graphite to Graphene: do you know the cost?
Graphite to Graphene: do you know the cost? TALGA RESOURCES ‣ Usually natural graphite requires mining, For personal use only crushing, milling, flotation and other other steps to produce a pre-cursor to make graphene. ‣ This induces an environmental footprint from the chemicals, waste disposal, dus
Slide 9: Solution - Talga is Different
TALGA Solution-Talga is Different TALGA RESOURCES RAW GRAPHITE OTHERS ORE ‣ Talga extracts graphene directly from natural microcrystalline graphite ore using PROCESS For personal use only low impact physio-chemical techniques. The benefits include: 1 STEP GRAPHENE - No requirement for crushing, grind
Slide 10: Graphene direct from natural ore
Graphene direct from natural ore ‣ Early stage characterisation by 3 universities across 2 countries confirms For personal use only high quality 1-5 layer graphene (FLG) can be exfoliated directly from raw natural rock (unprocessed ore). - Low Cost - Low Environmental ‘footprint’ - Rapid Production
Slide 11: Why Is The Talga Approach Unique
Why Is The Talga Approach Unique TALGA ‣ Graphite is made from layers of graphene so in theory anyone can produce graphene in a RESOURCES 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 t
Slide 12: Markets
Markets TALGA RESOURCES For personal use only ‣ While the media is excited by future ‘hi-tech’ applications, the main driver of near term graphene commoditisation is additives. ‣ Small amounts of graphene (0.05-2.0% vol) added to many materials can impart exponential increases in strength and/or con
Slide 13: Talga Graphene Applications
Talga Graphene Applications Conductive Inks / RFID Tags $3B TALGA RESOURCES Lightweight Composites $20B For personal use only Replace currently used carbon black and silver/copper composites in conductive inks for rapid growth Added to current carbon fibre composites for “Internet of Things” devices
Slide 14: Production Model
Production Model TALGA RESOURCES ‣ Current aim to sell non-functionalised bulk graphene to large end users developing specific For personal use only applications for nanoplatelets (polymers, coatings, additives, inks etc). ‣ Other future possibilities include licencing parts of the processing techni
Slide 15: Full Scale Plant Design (Video)
Full Scale Plant Design (Video) TALGA RESOURCES For personal use only 14
Slide 16: Development Status
Example of sawn-block mining to be trialled at Vittangi 2015 Development Status ‣ Trial mining and demonstration plant provides For personal use only opportunity for upscaling of technology and products. ‣ Lab and Benchtop scale trials complete. ‣ Now scaling up to demonstration plant in Germany. ‣
Slide 17: Potential Demonstration Plant Site
Potential Demonstration Plant Site For personal use only PROPOSED GRAPHENE BASF Performance DEMO PLANT SITE Polymers GmbH STORAGE & PREP Jena 35Km Chemiepark Rudolstadt/ Schwarza Rail from Current activity-production includes Caprolactam, polyamide 6, Sweden polyamide 6.6, recycled material and powe
Slide 18: 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 for ‣ Demonstration plant ‣ Continue scale up of trial mining - complete construction in Germany demonstration plant ‣ Gold asset divestment - under ‣ Distribution of l
Slide 19: Financial and Corporate Summary
Financial and Corporate Summary TALGA RESOURCES For personal use only Capitalisation Summary Cash: End of March 2015 ~$6.9m Shares on issue (TLG Ordinary) 138.4M Debt: Nil Options on issue (TLGO exp 30/11/15 35c) 7.7M Share Price and Volume Year to Date ASX:TLG Unlisted Options1 11.9M Market Capital
Slide 20: Highlights
Highlights ‣ Have ability to remove volume and price restrictions limiting widespread TALGA For personal use only RESOURCES adoption of graphene. ‣ Growth profile of graphene producing resources is immense. Less than 2% of the graphite formation explored. ‣ World’s highest grade graphite resource* -
Slide 21: Appendices - References
Appendices References a) Lucintel - global polymer industry 2012_2017 trends foreacast 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.Directa-plus.com/applications/ e) www
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