Talga Group Ltd. · ASX:TLG
Talga — Talga Gold — Investor Presentation (July 2012)
36 slides from Talga's investor presentation, Jul 20, 2012
Slide 1: Company Graphite Projects & Placement Presentation
For personal use only Company Graphite Projects & Placement Presentation 20 July 2012 ASX: TLG 1
Slide 2: Forward Looking Statements & Disclaimer
Forward Looking Statements & Disclaimer For personal use only This presentation has been prepared by Talga Gold Limited (ACN 138 405 419) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed exploration and development strategy to recipients (“Recipient”). T
Slide 3: Equity Raising Overview
Equity Raising Overview ‣ Talga’s equity raising will comprise a placement of shares at $0.325 per share to institutional For personal use only investors to raise approximately A$2.3m (6.95m shares). ‣ Ord Minnett Limited is acting as Sole Bookrunner and Lead manager to the equity raising. ‣ The fun
Slide 4: Indicative Timetable
Indicative Timetable For personal use only Trading Halt on ASX Tues, 17 July 2012 Launch of Equity Raising Tues, 17 July 2012 Outcome of Placement announced Fri, 20 July 2012 Settlement of Shares issued under the Placement Wed, 25 July 2012 Allotment of Shares issued under the Placement Thurs, 26 Ju
Slide 5: Corporate Overview
For personal use only Corporate Overview Exchange: ASX Code TLG Board Shares 46.35 Million Options (unlisted/employee) Sean Neary 1.1m @ 20c expiring 16 Dec 2012 4.35 Million B.Ec, M.Law (Tax), CPA 2.75m @ 40c expiring 30 Nov 2014 0.5m @ 35c expiring 21 Jul 2015 Chairman & Non-Executive Director Cas
Slide 6: Talga Introduction
For personal use only Talga Introduction TLG IPO July 2010 $5M @ 20c on WA gold projects Active explorer: drilled 118 holes totalling 8,099 metres and sampled over 7,100 geochemical sites since listing June 2011 raise $2.1M @ 35c In late 2010/early 2011 identified graphite market potential and start
Slide 7: TCL Sweden Ltd Acquisition
TCL Sweden Ltd Acquisition During June 2012 Talga exercised an option For personal use only Talga Gold Limited Teck Resources Limited agreement with Teck Resources Limited (“Teck”) to ASX: TLG NYSE: TCK purchase 100% subsidiary TCL Sweden Ltd (“TCL”). Purchased 100% June 2012 Talga purchased 100% of
Slide 8: What is Graphite?
What is Graphite? Graphite is a naturally occurring mineral form of carbon, with very For personal use only high melt point (about 3600oC) and range of unique properties including high conductivity and low volume change under charge that make it useful for batteries Worldwide “Graphite” market estim
Slide 9: Why Graphite? World Natural Graphite Production
Why Graphite? World Natural Graphite Production For personal use only CHINA World natural graphite supply is 80% from China Graphite declared a “Strategic Mineral” akin to Lithium and REE’s by USA and EEC REST OF WORLD Chinese exports decreased under enforcing of tariffs and regulations Source: “Gra
Slide 10: New Demand Driver
New Demand Driver For personal use only Lithium ion (Li-ion) batteries contain up to 30x more graphite than Lithium Total weight graphite used in electrified vehicles range 10-90kg each No longer just a concept, manufacturers have tooled up to have hybrid (electrified) versions of many models (Merce
Slide 11: Sweden Graphite Projects
Sweden Graphite Projects For personal use only JORC Code Inferred Resource Estimates Nunasvaara 3.6Mt @ 23.0% C Raitajärvi 0.5Mt @ 10.8% C Total 4.1Mt @ 21.5% C Plus Additional Exploration Target1 Total (to 50m depth) 11.3 - 37.5Mt @ 3.4 - 40.9% C 1 JORC Code compliant Exploration Targets are calcul
Slide 12: Nunasvaara
Nunasvaara GRAPHITE For personal use only Highest in-situ graphite grade resource in world JORC Code Compliant 15km Mapped Graphite Inferred Resource Estimate 3.6Mt @ 23.0% C Horizon yet to be tested Resource estimate based on 17 of 21 diamond drill See Inset Next Page holes for 1,677.2m over 700m s
Slide 13: Nunasvaara Trench/Costean Results
Nunasvaara TRENCH/COSTEAN RESULTS For personal use only Graphite Mineralisation from Surface 12 trenches/costeans* and bulk sampling during show mineralisation from surface Graphite flake size historically renowned as amorphous but also reported as ranging 0.06-1.0mm so essentially untested. Current
Slide 14: Nunasvaara
Nunasvaara 1000mE 1050mE 1100mE 1150mE 1800N Trench 21m @ 27.6%C For personal use only 350m RL RL 350m 4 3310 4 44 Costean05 ^ D ^ ^ 0 ril 0.7 5.6 22.2 27.1 31.4 34.7 25.8 27.4 11.4 12.1 5.4 19.5 21.2 40.3 47.2 41.9 42.0 38.1 39.1 28.0 26.2 33.1 0.8 0.5 lh ol e ID 25 % C Previous drilling at Dr 44 i
Slide 15: Nunasvaara
Nunasvaara 1900N For personal use only Drilling underway at Nunasvaara confirming historic Section NU1900mN drill intercept widths First hole extended continuity of deposit north from current JORC-code compliant inferred Plan Scale 500m resource model 15
Slide 16: Nunasvaara Resource Block Model
Nunasvaara Resource Block Model GRAPHITE For personal use only 700m strike x 10-50m width open for 15,000m OPEN OPEN OPEN >25 %C 20-25 %C 15-20 %C JORC Code Inferred Mineral Resource 10-15 %C Million Graphite Model Cutoff %C Tonnes Grade %C Depth <10 %C 3.6 23 %C 110m 5% C
Slide 17: Raitajärvi Graphite Project
Raitajärvi Graphite Project Delineated using 13 diamond drill holes over 200m strike length from For personal use only a total 20 holes drilled by SGU Exploration potential 3km EM Conductors JORC Code Compliant Inferred Resource Estimate 0.5Mt @ 10.8% C Open at depth and along strike Growth potentia
Slide 18: Metallurgy Average Graphite Flake Size
Metallurgy Average Graphite Flake Size % total flake Previous work on 87 petrographic samples indicate 40 For personal use only predominantly coarse flake graphite (see appendix 2 for details). >85% of graphite flake >0.1mm size and ranges up to 1.2mm (“Super-Jumbo”) 30 Preliminary metallurgical tes
Slide 19: Raitajärvi Resource Block Model
Raitajärvi Resource Block Model GRAPHITE For personal use only 200m strik e x 10-30m w idth open f or 3,000m OPEN OPEN OPEN >15 %C 11-15 %C JORC Code Inferred Mineral Resource OPEN 8-11 %C Million Graphite Model Cutoff %C 5-8 %C Tonnes Grade %C Depth 0.5 10.8 %C 70m 5 %C <5 %C
Slide 20: Exploration Stage Projects
Exploration Stage Projects For personal use only In addition to the Nunasvaara and Raitajärvi graphite JORC inferred resources, Talga has 100% owned multiple graphite projects with location synergies 5 JORC Code compliant graphite Exploration Targets1 11.3-37.5Mt @ 3.4-40.9% C located within 50km ra
Slide 21: Jalkunen Project - Lautakoski Prospect
Jalkunen Project Lautakoski Prospect For personal use only Historic diamond hole by SGU on base metal target intersects significant graphite bearing interval up to 70m width within overall 6.6km striking geophysical conductor Drilling highlights include: 45m @ 19.4% C from 25m above a zone grading 9
Slide 22: Jalkunen Project
Jalkunen Project Jalkunen prospect For personal use only 2km long electromagnetic conductor 50.0m @ 15.4%C 3 historic diamond holes by LKAB for 612.25m Graphite bearing schist intercepted over 51.2m Assays returned 51.2m @ 15.4% C from 149.4m depth at low angle to conductor ‘A’ ‘A’ 9 thin section st
Slide 23: Jalkunen Project
Jalkunen Project ‘A’ ‘A’ For personal use only 23
Slide 24: Exploration Stage Projects
Exploration Stage Projects Pajala Project For personal use only Lehtosölkä Exploration Target1 1.0 - 1.8Mt @ 3.9 - 16.8%C 5 historic diamond holes by SGU, Best intercept 19.5m @ 7.5% C Graphite flake size range 0.1 mm and 0.3-0.4 mm. Approximately 20% >0.4 mm Liviövaara Graphite visible in diamond d
Slide 25: Advantage North Sweden
Advantage North Sweden Technical High grades graphite, JORC Mineral Resources For personal use only established, substantial drilling on exploration targets Transport Excellent network of high quality road, rail and ports facilitate development , lower capex Regulatory Active, pro-mining jurisdictio
Slide 26: Upcoming Programme
Upcoming Programme For personal use only Complete diligence and TCL Sweden Ltd acquisition - done Historic drill core graphite characterisation and metallurgy - awaiting results Photos from Talga’s drilling programme commenced on Nunasvaara graphite project in north Sweden, July 2012. Commenced phas
Slide 27: Graphite Deposit Peer Comparison
Graphite Deposit Peer Comparison Published “N43-101 and/or JORC Code” Mineral Resources For personal use only Million Grade Cut-off Contained Market Cap Company Deposit SG Tonnes %C %C Tonnes C US$M Northern Graphite Corp. Bisset Creek 81.0 1.7 1 2.63 1,377,000 80-90 Focus Graphite Lac Knife 7.9 15.
Slide 28: TLG recognition growing
TLG recognition growing For personal use only Graphite market commentary and equities research discovering Talga owns 2 of the few JORC/NI43-101 defined graphite deposits worldwide, including the highest grade of In-situ graphite in world Independent research tracking 36 companies and 98 projects id
Slide 29: More Information Contact
More Information Contact: Mark Thompson For personal use only Managing Director M: +61 (0) 424 043 380 E: mark@talgagold.com Talga Gold Limited 1st Floor, 2 Richardson St West Perth WA 6005 ASX:TLG Australia Tel +61 8 9481 6667 www.talgagold.com 29
Slide 30: Appendices
Appendices For personal use only Appendix 1. Nunasvaara - Historic Drill hole Intercepts where >20% C over Appendix 2. Raitajärvi - Historic graphite flake size at least 25m downhole measurements from 87 samples observed Sampled <0.1mm 0.1-0.2mm 0.2-0.4mm >0.4mm Hole Northing Easting Azimuth Decl. F
Slide 31: Resource Estimation Methodology
Appendices Appendix 3 Talga Gold Ltd Resource Estimation Methodology. For personal use only Nunasvaara Graphite Deposit: Inferred JORC compliant Resource. Drill hole data used in the Nunasvaara Graphite Resource estimate comprised a total of 17 diamond holes for 1,677.2 metres drilled along the enti
Slide 32: References & Qualified Persons
References & Qualified Persons For personal use only References & Mineral Resource Qualification 1 The JORC Code compliant Exploration Targets are not to be construed as JORC Code compliant Mineral Resources. The JORC Code compliant Exploration Targets are based on historic diamond drill testing, ai
Slide 33: Selling Jurisdictions
Selling Jurisdictions ! This!document!does!not!cons.tute!an!offer!of!new!ordinary!shares!in!TLG!(New$Shares)!to!subscribe!for!New!Shares!in!any!jurisdic.on!in!which!it!would!be!unlawful!to!do!so.!!New!Shares!may!not! be!offered!or!sold!in!any!country!outside!Australia!except!to!the!extent!permiBed!bel
Slide 34: Selling Jurisdictions
Selling Jurisdictions Hong%Kong% • This%document%has%not%been,%and%will%not%be,%registered%as%a%prospectus%under%the%Companies%Ordinance%(Cap.%32)%of%Hong%Kong%(the%"Companies%Ordinance"),%nor%has%it%been%authorised% by%the%SecuriCes%and%Futures%Commission%in%Hong%Kong%pursuant%to%the%SecuriCes%and%
Slide 35: Selling Jurisdictions
Selling Jurisdictions Japan% • The$New$Shares$$have$not$been$and$will$not$be$registered$under$Ar6cle$4,$paragraph$1$of$the$Financial$Instruments$and$Exchange$Law$of$Japan$(Law$No.$25$of$1948),$as$amended$(the$"FIEL")$ pursuant$to$an$exemp6on$from$the$registra6on$requirements$applicable$to$a$private$
Slide 36: Selling Jurisdictions
Selling Jurisdictions Sweden& • This%document%has%not%been,%and%will%not%be,%registered%with%or%approved%by%Finansinspek:onen%(the%Swedish%Financial%Supervisory%Authority).%%Accordingly,%this%document%may%not%be% For personal use only made%available,%nor%may%the%New%Shares%be%offered%for%sale%in%Swed