Talga Group Ltd. · ASX:TLG
Talga — ShareCafe Hidden Gems Webinar (May 2021)
18 slides from Talga's conference presentation, May 2021
Slide 1: Mine to Anode
MINE TO ANODE ShareCafe Webinar Mark Thompson, MD Talga Group Ltd (ASX:TLG) OR E RILLC NGI D VITTA © TALGA GROUP LTD, MAY 2021
Slide 2: 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 3: EV Sales Take Off
EV Sales Take Off European EV sales rapidly increased in 2020 and OEMs dramatically expanded their offerings EV Share of Sales (%) (1) Number of EVs Launched by 2025 (2) 0 20 40 60 80 12% 11% 10% 9% 8% 7% 6% 5% 4% 3% 2% 1% 0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2017 2017 2017 2017 2018 2018 20
Slide 4: Big Auto Exits Combustion Engines
Big Auto Exits Combustion Engines Growing list of major automotive manufacturers commit to phase out internal combustion engines 2020 2025 2030 2035 2040 2045 2050 Ban on New Sales or Production (EU Only or Global) 50% Target Stop on Development SOURCE: TRANSFORMATIVE URBAN MOBILITY INITIATIVE, FEBR
Slide 5: Battery Material Demand
Battery Material Demand EV demand and legislative pressure on internal combustion engines creating huge new demand for battery materials Graphite is the largest single active material in Li-ion battery by volume ~4.55 million tonnes coated graphite anode required by 2030 SOURCE: BENCHMARK MINERAL IN
Slide 6: EU: Fastest Growing Battery Market
EU: Fastest Growing Battery Market Germany, 2024 Sweden, 2021 16 GWh, later 24 GWh 32 GWh, later 40 GWh Norway, 2024 Norway, 2023 8 GWh, later 32 GWh Ramp up to 40 GWh Germany, 2022 Slovakia, 2024 14 GWh, later 24 GWh 10 GWh United Kingdom, 2010 Germany, 2021 2.5 GWh Ramp up to 8-12 GWh United Kingd
Slide 7: Battery Opportunity
Battery Opportunity Build a new anode supply chain outside of Asia to serve European and North American markets Production of the most sustainable and lowest-cost anode for Li-ion batteries would use: responsibly extracted natural graphite 100% sustainable electricity locally produced materials (sho
Slide 8: Talga Europe Operations
Talga Europe Operations European-based 100% controlled supply chain • Talga Sweden Integrated graphite mine Anode & anode production Production • Talga Germany Pilot Process & Metallurgical process pilot Distribution facility & EU customer network • Talga UK Product Technology Battery anode product
Slide 9: Technical Leadership
Dr Claudio Capiglia Dr Anna Motta Dr Fengming Liu Dr Karanveer S. Aneja Over 20 years of expertise in the Over 20 years of expertise in Over 12 years of industry Extensive knowledge of Technical lithium-ion battery (LiB) industry research management and experience with focus on use of graphene in si
Slide 10: Talga Anode Products
Talga Anode Products Talga graphite derived battery anode range designed for growth and ‘future-proofing’ Silicon Talnode®-Si Silicon-graphene anode Current Anode for higher energy density Solid State Talnode®-C Talnode®-E Energy Capacity Graphite anode for large volume, low cost high-performance to
Slide 11: Building the Solution
Building the Solution Planned anode refinery in north Sweden to produce 19,000tpa coated anode (Talnode®-C) starting 2023 Refinery feedstock from Talga’s wholly owned Vittangi graphite project - permitting underway Talnode® qualification processes underway with Electric Vehicle Anode (EVA) qualifica
Slide 12: Path to >100,000tpa Anode Production
Path to >100,000tpa Anode Production Niska adds to Vittangi to become largest anode producer outside China Niska Expansion(1) (2020 Scoping Study) Talnode®-C 84,700tpa Niska North Talphene® 8,470tpa Life of Mine 14 years Pre-tax NPV8 base case US$3,540M Niska Pre-tax IRR 47% South Capex (inc. contin
Slide 13: Low-emission Producer
Low-emission Producer The same factors that make Talga cost competitive also drive lower emissions CO2-emissions Coated Anode Production Cost 900 $9,000 800 $8,000 700 $7,000 600 $6,000 US$/tonne gm CO2/kWh 500 $5,000 400 $4,000 300 $3,000 200 $2,000 100 $1,000 0 $0 ASIA USA EU NORTH TALGA 1 ASIA 2
Slide 14: Growing Partnerships
Growing Partnerships Confidential qualification processes under active customer engagements including majority of announced European Li-ion battery manufacturers and six of the world’s major automotive OEMs SEE: ASX:TLG 30 OCT 2015 and 5 FEB, 26 MAR, 4 SEP 2018 and 15 JAN, 2 OCT, 8 OCT, 24 OCT 2019
Slide 15: Corporate Overview
Corporate Overview CAPITAL STRUCTURE ASX Listing Code: TLG ASX:TLG PERFORMANCE (12 MONTHS) Market Capitalisation: $475M Listed Shares: 303.2M Unlisted Options: 12.9M(1) Cash as at 31 March 2021: $58.4M MAJOR SHAREHOLDERS Mark Thompson – MD 4.7% Kinetic Investment Partners 4.4% STOCKMARKET CODES UBS
Slide 16: Talga Group Ltd
TALGA GROUP LTD ASX Code: TLG Head Office: 1st Floor, 2 Richardson Street, West Perth WA 6005, Australia Phone: +61 8 9481 6667 Email: info@talgagroup.com Website: www.talgagroup.com GLOBAL OPERATIONS Talga Sweden: Vänortvägen 2, 981 32 Kiruna, Sweden Talga Sweden: Storgatan 7, 972 38 Luleå, Sweden
Slide 17: JORC Graphite Reserve & Resources
JORC Graphite Reserve & Resources Ore Reserve 3, 6 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 1,935,000 23.5 Proven 0 0 Probable 1,935,000 23.5 Mineral Resources 1, 2, 4, 5, 7, 8, 9 Tonnes Graphite (% Cg) Vittangi Nunasvaara (JORC 2012) 14,900,000 23.4 Indicated 10,400,000 25.6 Inferred 4,500,000
Slide 18: Competent Person Statements
Competent Person Statements The Niska Mineral Resource estimate was first reported in the Company’s announcement dated 15 October 2019 titled ‘Talga boosts Swedish graphite project with maiden Niska resource’. The Company confirms that it is not aware of any new information or data that materially a
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