Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (February 2025)
24 slides from Talga's investor presentation, Mar 5, 2025
Slide 1: Talga Webinar Presentation (ASX Release)
ASX Release ASX:TLG 5 March 2025 Talga Webinar Presentation Battery materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation delivered by Talga’s Managing Director Mark Thompson during the investor webinar on Friday 28 February 2025 at 1
Slide 2: Talga Group Quarterly Webinar, February 2025
Talga Group (ASX:TLG) For personal use only Quarterly Webinar, February 2025 © Talga Group Ltd, 28 February 2025
Slide 3: Cautionary Statement and Disclaimer
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 this presentation. Any su
Slide 4: Talga Group Highlights
Talga Group Highlights For personal use only Growth market Green Leader Strategic Battery graphite anode and 92% less GHG emissions than Tier 1, high-grade, anode-flake recycling tech, plus silicon and Chinese anode incumbents graphite deposit. Largest next gen anode products resource in Europe Loca
Slide 5: Market opportunities
Market opportunities Anode demand is increasing across the total battery market, including applications beyond EVs For personal use only ~3.8 ~1.2 TWh 0.3 TWh TWh 2020 2024 2030 EV BESS Portables Other 4 Source: Benchmark “Mine to Grid: Anode”, February 2025. Note 1 TWh annum requires ~1.2 million t
Slide 6: Market demand - Demand for natural graphite continues to grow
Market demand - Demand for natural graphite continues to grow natural graphite with future demand based on: For personal use only 1. Upcoming regulations like the Battery Passport make the emission signature of synthetic graphite less attractive 2. Natural graphite has higher capacity, meaning the b
Slide 7: Geopolitical drivers
Geopolitical drivers For personal use only Current global anode production is very European Commission creating support heavily reliant on China for new local battery material supply Critical Raw Materials Act now in force Strategic Projects with accelerated permits and Spherical Synthetic funding a
Slide 8: Market Outlook
“Graphite price was down 10-15% last year but Market Outlook our graphite (equities) basket down 50%... graphite prices are (now) in the cost curve, they can’t really go materially lower than this.” Consensus on upside For personal use only Source: Battery Materials Review returning in 2025 “Battery
Slide 9: Vittangi Anode Project
Vittangi Anode Project Sweden Mine For personal use only ➤ Largest and highest-grade natural graphite resources in Europe, integrated with downstream anode production refinery ➤ Planned (Stage 1) production of 19,500tpa for >20 years from ore reserve of 2.3Mt at 24.1%Cg ➤ Significant expansion poten
Slide 10: Competitive Anode Cost Profile
Competitive Anode Cost Profile Combining Talga’s high grade, 100% anode size flake deposit with low-loss process technology and low energy costs results in globally competitive costs For personal use only Cost Curve depicting cash operating cost position (excluding profit and surcharges such as taxe
Slide 11: Cleaner anode production
Cleaner anode CO2-eq per kg of anode active material production 23.1 For personal use only Renewable electricity, high-grade graphite ore and high-yield process technology result in lower carbon footprint -92% 14.2 92% less emissions Cradle-to-gate peer-review LCA conducted to ISO 14040:2006 and 140
Slide 12: Vittangi Anode Project financing strategy
Vittangi Anode Project Progressing project financing strategy targeting a 60:40 debt gearing strategy Financing Sources Ultimate funding strategy will be based on the negotiations For personal use only with potential partners and financiers, and the conditions of the equity capital markets and relat
Slide 13: Anode Project mine permitting status
Anode Project mine permitting status Vittangi graphite mine - major permit milestones achieved with key permits granted For personal use only Key permits granted Environmental Exploitation Exploitation Environmental Environmental All appeals and Natura 2000 Concession Appeals process Concession perm
Slide 14: Anode Project refinery permitting status
Anode Project refinery permitting status Luleå anode refinery - fully permitted chemical industrial site 100% owned by Talga For personal use only Key permit granted Environmental Environmental Environmental Building permits Building permits Building permits permit entered permit submitted permit ap
Slide 15: Development: Talnode-C Recycled Series
Development: Talnode®-C Recycled Series Talga’s innovative process and production For personal use only Coating Black technologies applies to recycled graphite Mass from black mass Opportunity to expand commercial sites and production synergies more globally Strong demand from auto OEMs and battery
Slide 16: Growth Product: Talnode-Si Silicon Series
Growth Product: Talnode®-Si Silicon Series Patented silane-free silicon anode utilising Talga graphene and graphite For personal use only Designed to boost energy density of LFP, LFMP and NMC batteries Large-scale, cost competitive production method using natural pre-cursors Pilot plant operating su
Slide 17: Talga Group Operations
Talga Group Operations For personal use only Sweden United Kingdom Talga AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge e: kontakt@talgagroup.com CB24 9ZR, England t: +44 1223 420416 Skeppsbron 26 e: info.u
Slide 18: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 19: Talga Group Board of Directors
Talga Group Board of Directors For personal use only Terry Stinson Mark Thompson Grant Mooney Steve Lowe Ola Rinnan Chair Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Over 35 years’ Executive and Over 30 years’ global experience Strong corporate advisory Str
Slide 20: Talga AB Board of Directors
Talga AB Board of Directors For personal use only Eva Nordmark Anders Granberg Ola Rinnan Martin Phillips Mark Thompson Chair Director Director Director Director Former Swedish Minister of A prominent industry figure in Extensive commercialisation and Experienced commercial and Over 30 years’ global
Slide 21: Group Executive Management Team
Group Executive Management Team For personal use only Martin Phillips Anna Motta Per-Inge Kruse Eva Pijnenburg Chief Executive Officer Chief Technology Officer Director BD & Strategic Alliances Director People & Culture, H&S 25+ years of global metals and mining 20+ years of expertise in carbon 20+
Slide 22: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 For personal use only Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 23: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 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
Slide 24: Competent Person Statements
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 affects the information in