Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Mines and Money Hong Kong 2015
20 slides from Talga's conference presentation, Mar 24, 2015
Slide 1: Talga Presentation at Hong Kong Mines and Money Conference
24 MARCH 2015 ASX: TLG TALGA PRESENTATION AT HONG KONG TALGA RESOURCES MINES AND MONEY CONFERENCE 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 delivered t
Slide 2: Graphene:Graphite - Mines and Money Hong Kong March 2015
TALGA For personal use only RESOURCES ASX: TLG Graphene:Graphite Enabling the commercialisation of graphene into major volume markets. Mines and Money Hong Kong March 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 and proposed exploration and development strategy to recipients (“Recipient”). This presentati
Slide 4: Who we are
Who we are TALGA RESOURCES ‣ Talga Resources Ltd (“Talga”) ASX:TLG is an Australian based technology materials For personal use only development company with operations in Sweden and Germany. ‣ Talga owns five 100% owned high grade graphene/graphite projects (including the world’s highest grade grap
Slide 5: What we do
What we do TALGA High density water-based graphene dispersion ‣ Future bulk supplier of graphene, graphite and produced from Vittangi RESOURCES technology materials. For personal use only ‣ Technology company with 100% owned source for 100% owned Graphite Project Locations - Sweden precursor graphen
Slide 6: Graphite versus Graphene?
Graphite versus Graphene? Monolayer Graphene sheet crystallising ‣ Graphite (the mineral) consists of parallel sheets of carbon For personal use only atoms in a hexagonal lattice, which when one or few atoms in thickness, are called graphene. ‣ Graphite therefore IS made from graphene sheets. There
Slide 7: Overlapping but Different Markets
2 Overlapping but Different Markets Segmentation of industrial applications for bulk graphene by 2024* Graphite ‣ Global production ~2Mt/pa. Of this ~1Mt derived from natural graphite for For personal use only $1b value versus ~1Mt derived from synthetic sources for $15B value. ‣ Synthetic material v
Slide 8: Talga Graphene Applications
Talga Graphene Applications Conductive Inks / RFID Tags $3B Replace currently used carbon black and silver/copper Lightweight Composites $20B For personal use only composites in conductive inks for rapid growth Added to current carbon fibre composites for “Internet of Things” devices/RFID tags incre
Slide 9: Worldwide Graphene Production Methods
Worldwide Graphene Production Methods TALGA RESOURCES For personal use only ‣ There are many processes to make graphene, using different carbon precursors both natural and synthetic, and various combinations of yield, quality, volume and cost. ‣ Graphene comes in many shapes, lengths, layers, functi
Slide 10: Processing Advantage
TALGA Processing Advantage TALGA RESOURCES RAW GRAPHITE Others ‣ Graphene is everywhere you find graphite. ORE But separating graphite to a few atoms thick is expensive and hard to scale up. PROCESS For personal use only 1 STEP ‣ Talga ore is unique as doesn’t require purification processes usually
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: Vittangi Project - Nunasvaara Graphite Deposit
Vittangi Project - Nunasvaara Graphite Deposit Vittangi project’s Nunasvaara Mineral Resource (2004) (@10% Cg ‣ World’s highest grade graphite resource - JORC compliant graphite lower cut-off). Scoping Study limited to JORC Indicated portion only. resources1 totalling 7.6Mt @ 24.4% Cg (ASX:TLG 8 Nov
Slide 13: Production Model
Production Model TALGA RESOURCES ‣ Graphite and graphene platelets can be liberated from ore in a single step with minimal For personal use only downstream recovery processing compared to many purification stages (complex/costly). ‣ Paradigm shift in the production outlook for bulk graphene cost and
Slide 14: Full Scale Plant Design (Video)
Full Scale Plant Design (Video) TALGA RESOURCES For personal use only 13
Slide 15: Development Status
Development Status Example of sawn-block mining to be trialled at Vittangi 2015 ‣ Process has been replicated by 4 independent parties in two countries and opens the door to commoditising supply into For personal use only everyday applications. ‣ Talga has moved from metallurgical breakthrough in la
Slide 16: Talga Europe Operations
Talga Europe Operations Sweden Operations Talga Mining P/L filial Sweden ‣ Trial mining and exploration For personal use only Research, Development and ‣ Rail/road ore blocks direct to Analytics German operations Local Industry/Graphene End users ‣ Jena ‣ Use research as interface ‣ Dresden/Mainz ‣
Slide 17: 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 ‣ Permitting receipt for trial mining ‣ Demonstration plant construction ‣ Continue scale up of ‣ Ongoing offtake, collaboration in Germany demonstration plant discussions with end-users ‣ Distrib
Slide 18: Financial and Corporate Summary
Financial and Corporate Summary TALGA RESOURCES For personal use only Capitalisation Summary Cash: Dec 2014 $2.72m Debt: Nil ASX:TLG Ordinary Shares 124.6M Revenue: Immaterial ASX:TLGO Options (exp 30 Nov 2015 at 35c) 7.72M Note: Placement for $5.5 million announced ASX on Unlisted Options1 10.9M 18
Slide 19: Summary of Highlights
Summary of Highlights TALGA For personal use only RESOURCES ‣ Highest grade JORC/NI43-101 global graphite resource. ‣ Truly unique ore that facilitates high margin bulk production of graphene. ‣ Best in class research partners optimising processes in world class facilities. ‣ Growth profile of Swedi
Slide 20: 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