Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — IDTechEx Graphene and 2D Materials Conference 2015
30 slides from Talga's conference presentation, Nov 19, 2015
Slide 1: Talga Presentation at IDTechEx
19 November 2015 ASX:TLG Talga Presentation at IDTechEx For personal use only Graphene and 2D Materials Conference, Santa Clara, USA Advanced materials company, Talga Resources Ltd (ASX: TLG or Talga), is pleased to provide a copy of the presentation to be delivered today, 18th November, by Managing
Slide 2: Introducing a revolution in Graphene production
Introducing a revolution in Graphene production For personal use only
Slide 3: Removing the Volume and Cost Barriers to Economic Graphene Commercialisation
Removing the Volume and For personal use only Cost Barriers to Economic Graphene Commercialisation IDTechEx Mark Thompson, Managing Director
Slide 4: 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 5: Executive Summary
Executive Summary ‣ Talga Resources Ltd (“Talga”) ASX:TLG is an advanced materials company with a For personal use only scalable, fast and cost effective process to liberate graphene and ultra thin graphite directly from its large high quality graphite ore deposits. ‣ Owns five 100% owned high grade
Slide 6: Talga Europe Operations
Talga Europe Operations Sweden Operations Talga Mining P/L filial Sweden For personal use only Research, Development and Analytics ‣ Trial mining and exploration ‣ JV Uni of Dresden/Max Planck ‣ Road/rail ore blocks direct to ‣ Friedrich-Schiller-University Jena German operations Local Industry/End
Slide 7: Pilot Plant Site - Rudolstadt, Germany
For personal use only Pilot Plant Site - Rudolstadt, Germany. PILOT PLANT FACILITY AND OFFICES STORAGE SHED Source see TLG ASX release 18 May 2015, 20 July 2015 and State Development Corporation of Thuringia Presentation 2014 6
Slide 8: Talga's Graphite Pipeline
Talga’s Graphite Pipeline 100% ownership of five graphite projects in Sweden containing multiple deposits offering the full For personal use only 1 range of market size specifications. Three JORC resource projects in the development pipeline. Vittangi JORC Resource Total 7.6Mt @ 24.4% Cg, Graphene J
Slide 9: Peer Comparison: World Graphite Resources
Peer Comparison: World Graphite Resources For personal use only Source: http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-graphite-projects-index/ September 2015 8
Slide 10: Advantages of Sweden
Advantages of Sweden Hydroelectric power source in north Sweden For personal use only ‣ Established quality infrastructure ‣ Low cost power supply with high renewable energy content: Hydro 67 TWh Wind 12 TWh Solar 79 MWh ‣ Low CO2 emission person/year: Sweden 5.1t EU 7.9t USA 19.1t ‣ Low risk invest
Slide 11: Graphene Production
Graphene Production Different production methods for graphene; price vs For personal use only quality (not to scale, or including scalability) ‣ Many graphene production methods exist ‣ Almost all suffer low scalability and high costs due to high temperature/pressure/ energy/precursor beneficiation
Slide 12: Graphite to Graphene: do you know the cost?
Graphite to Graphene: do you know the cost? Typical Graphite flake production facilities in northern China ‣ Usually graphite ores require drill/blast mining, For personal use only crushing, milling, flotation and purification stages to produce a graphite concentrate. ‣ This is prior to the start of
Slide 13: Solution - Talga natural ore advantage
Solution-Talga natural ore advantage TALGA TALGA RESOURCES OTHERS For personal use only RAW GRAPHITE ORE ‣ Talga’s patent pending technology produces graphene directly from unprocessed raw graphite ore, skipping intermediate purification PROCESS 1 STEP GRAPHENE steps required by peers. $ ‣ Talga can
Slide 14: Process video
For personal use only *For video see http://www.talgaresources.com/irm/content/videos.aspx?RID=366 13
Slide 15: How is the Talga Ore Different
How is the Talga Ore Different ‣ Graphite is made from layers of graphene so in theory anyone can produce graphene in a For personal use only laboratory - but at what volume and cost? Talga ore* is differentiator. ‣ Talga’s mining and processing method is designed to use natural multiple physio-chem
Slide 16: Simplifying Production Talga vs Others
Simplifying Production Talga vs Others GRAPHITE PRODUCTION GRAPHENE PRODUCTION For personal use only Liberation Concentration Liberation Concentration Drill and Blast Mining OTHERS Stylised Graphene and Mico-Graphite Liberation and Concentration Plant Text Product Packaging TALGA Block Transport to
Slide 17: Graphene from Talga
Graphene from Talga FM investigations Ore www.schubert-group.de ‣ Vittangi raw ore exfoliates directly to micro-sized graphite and graphene without For personal use only n crushing, grinding, After washing with DImilling water or micronisation. A) Raman Spectra B) Atomic Force Microscope image ‣ Var
Slide 18: Graphene Applications
Graphene Applications For personal use only Lightweight Composites $20B Graphene’s combination of best-in-class: Flexible Electronics / Screens $16B - strength - electrical conductivity Paints / Coatings / Galvanics $53B - thermal conductivity - impermeability - flexibility Energy Storage $62B and m
Slide 19: Application Example - Transparent Conductive Ink
Application Example - Transparent Conductive Ink ‣ Talga graphene tested at Frederich-Schiller University, Jena to make transparent For personal use only conductive ink shows high transparency even after printing 100 layers. ‣ Tests to improve conductivity and transparency in different dispersions a
Slide 20: Bulk Graphitic Carbon - Pricing
Bulk Graphitic Carbon - Pricing For personal use only US$60,000 55000 US$ Price * US$45,000 US$30,000 US$15,000 7500 1600 500 750 1000 1250 1500 US$0 Graphene 0.1-1µm 1-5um 5-75µm 75-150µm 150-180µm 180-300µm >300µm EMERGING CURRENT TALGA TARGET MARKET *Details see Scoping Study released to ASX 9 Oc
Slide 21: Development Status
Development Status Vittangi ore blocks in Germany trimmed for Stage 2 cells. ‣ Lab and Bench-top scale trials complete. For personal use only ‣ 2015 trial mining complete - 2016 campaign in planning ‣ Pilot test-work underway in Talga’s facility in Germany (team assembled) ‣ 3 phases to pilot produc
Slide 22: Trial Mine (Video)
For personal use only Trial Mine (Video) Vittangi trial mining graphite blocks. Details see TLG ASX release 20 July 2015. 21
Slide 23: Full Scale Production Modelling
Full Scale Production Modelling For personal use only 3 3 Details see Scoping Study released to ASX 9 October 2014. 22
Slide 24: Business Model
Business Model For personal use only ‣ Using pilot test facilities for samples to collaborate with industry and develop product range prior to full scale permitting ‣ Producer and supplier of raw materials with natural advantages in scale and cost to disrupt graphene and nano/micro graphite sectors
Slide 25: Current Collaborations
Current Collaborations For personal use only Tata Steel (UK) ‣ Formal collaboration agreement to work together on development of finished graphene products using Talga materials ‣ Tata Group comprises over 100 companies with multinational operations, 2014 revenue USD100B and >580,000 staff ‣ Talga g
Slide 26: Talga Highlights
Talga Highlights ‣ World’s highest grade graphite resource# - 100% owned For personal use only ‣ Truly unique ore with natural advantage for making graphene and graphite in largest volume high growth markets ‣ High quality low risk mining and logistics jurisdiction - clean supply chain ‣ Leverage to
Slide 27: Financial and Corporate Summary
Financial and Corporate Summary For personal use only Capitalisation Summary 18 November 2015 Board Shares on issue (TLG Ordinary) 139.4M Managing Director - Mark Thompson Listed Opts (TLGO exp 30/11/15 @35c) 6.8M Chairman - Keith Coughlan Unlisted Options1 15.8M Non-Executive - Grant Mooney Market
Slide 28: Board
Board For personal use only Mark Thompson Managing Director +25 years international industry experience in mineral exploration and mining management. Member of the Australian Institute of Geoscientists and the Society of Economic Geologists, guest Professor in Mineral Exploration Technology at Cheng
Slide 29: Appendices - Graphite Resources and Targets
Appendices- Graphite Resources and Targets Nunasvaara JORC (2004) Mineral Resource1 (10% Cg cut-off) JORC 2004 Graphite Talga Graphite Exploration Targets 2 Tonnes Classification (%Cg) For personal use only Exploration Tonnes (0-100m Vertical Graphite Project Indicated 5,600,000 24.6 Target Depth) (
Slide 30: Appendices - References
Appendices - References References For personal use only #) see http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-graphite-projects-index/ * see Industrial Minerals Natural Graphite report 2012, unpublished reports for Talga, and Scoping Study released to ASX 9 October 2014. NB) any dat
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