Talga Group Ltd. · ASX:TLG
Talga — South-West Connect ASX Showcase 2021
25 slides from Talga's conference presentation, Oct 28, 2021
Slide 1: Talga Presentation at South-West Connect Conference
ASX Release 28 October 2021 ASX:TLG Talga Presentation at South-West Connect Conference For personal use only Battery anode and advanced materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation delivered by the Company’s Managing Directo
Slide 2: Integrated Anode Production for Lithium-Ion Batteries
Talga Group Ltd ASX:TLG For personal use only Integrated Anode Production for Lithium-Ion Batteries Event: South-West Connect Date: 28 Oct 2021
Slide 3: Our Mission
For personal use only Our Mission To enable the world’s most sustainable batteries and consumer products through innovative graphitic materials
Slide 4: Graphite Anode is Vital for Li-ion Batteries
Graphite Anode is Vital for Li-ion Batteries For personal use only ANODE CATHODE NICKEL GRAPHITE COBALT MANGANESE IRON PHOSPHATE LITHIUM VIDEO ON LITHIUM IONS INTERCALATING UNDER CHARGE/DISCHARGE CYCLES
Slide 5: Batteries booming as EV sales take off
Batteries booming as EV sales take off For personal use only Battery and Hybrid EV sales and market penetration rates now rapidly increasing SOURCE: SCHMIDT AUTOMOTIVE RESEARCH - WESTERN EUROPE 18 MARKETS (OCTOBER 2021).
Slide 6: Driving Immense New Anode Demand
Driving Immense New Anode Demand For personal use only • Battery demand will drive multi-decadal growth for anode and disrupt supply chains • Current EV anodes are predominantly synthetic graphite but natural anode increasing market share due to favourable environmental footprint and rising cost of
Slide 7: The Talga Story
The Talga Story For personal use only • 2010 Talga founded by Mark Thompson in Perth and listed on Australian Securities Exchange (code TLG) • 2011 Acquires first graphite permits in Sweden for Li-ion battery market • 2012 Drills out world’s highest grade graphite mineral resource • 2014 Develops la
Slide 8: Enabling green electrification
Enabling green electrification For personal use only Electric vehicles and batteries are crucial to reducing greenhouse gas emissions. And green batteries require green anodes. 34 1.5 Graphite anode is up to LCA1 shows Talga Equaling -2.9 tonnes 40-50% volume of the anode production CO2 reduction pe
Slide 9: Vertically Integrated Anode Production
Vertically Integrated Anode Production For personal use only Vittangi Luleå Mine & Concentrator Anode Plant
Slide 10: Coated Anode Production
For personal use only Coated Anode Production The world’s greenest Powered by clean Fed by high-grade battery anodes for EVs Swedish hydropower Vittangi graphite
Slide 11: with Integrated Graphite Mining
For personal use only with Integrated Graphite Mining Highest grade graphite Responsible mining Highest anode yield per resource (JORC) and best practice tonne minimises impact closure planning
Slide 12: Vittangi Anode Project
Vittangi Anode For personal use only Project • Outstanding economics of maiden DFS • 19,500tpa of Talnode®-C sales • NPV8 of US$1.05 billion • 24-year life of mine • IRR of 30% • Annual estimated revenue of US$240 million • Initial project based on market-target output several years ago. Expressions
Slide 13: Path to >100,000tpa Anode Production
Path to >100,000tpa Anode Production Niska adds to Vittangi to make Talga the largest anode producer outside China For personal use only Vittangi Project Niska Total JORC (2012) North Niska Expansion(1) (2020 Scoping Study) Mineral Resource Talnode®-C 84,700tpa 19.5 Mt @ 24% Cg Talphene® 8,470tpa Li
Slide 14: World's greenest anodes
World’s greenest anodes For personal use only • Hitachi LCA1 shows Talga anode production emits 96% less CO2 than existing EV anode • Responsibly extracted natural graphite - not oil or coal-based synthetic graphite • 100% sustainable electricity processing - not fossil fuel-powered production • Loc
Slide 15: Electric Vehicle Anode Plant
Electric Vehicle For personal use only Anode Plant • First coated anode production plant in Europe (Luleå, Sweden) • Critical step in progressing automotive OEM procurement processes • Plant will produce active anode material for EV batteries at large-scale quantities aligned with customer requireme
Slide 16: Trial Mine
Trial Mine For personal use only • In Q3, trial mining commenced at Talga’s Niska South deposit • 25,000 tonnes of feed ore (mined over 2021 and 2022) will be subsequently refined into Talnode®-C for large scale production testing in the EV supply chain. • Exploitation concession applications for th
Slide 17: Exploration Restarts
Exploration Restarts For personal use only • Market growth for anode drives exploration to define more resources and grow reserves • Recent Exploration • SkyTEM geophysical survey reveals Vittangi SIT graphite-bearing units more continuous than PO DE W previously recognised. NE • Significant new hig
Slide 18: Growth Potential for Expansions
Growth Potential for Expansions For personal use only Current DFS Ore Reserve a fraction of Resource, which are a fraction of Exploration Target Exploration Target 170Mt to 200Mt 20% Cg to 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has
Slide 19: Next Steps
Next Steps For personal use only • Project financing process and Joint Venture partner discussions progressing on track • EVA plant construction and commissioning • Drilling results • Customer and commercial product developments • Silicon anode expansion and commercialisation options • Divestment of
Slide 20: Corporate Overview
Corporate Overview For personal use only ASX:TLG PERFORMANCE (12 MONTHS) CAPITAL STRUCTURE ASX Listing Code: TLG Market Capitalisation: $463.9M Listed Shares: 303.2M Unlisted Options: 15.4M (1) Cash as at 30 June 2021: $52.5M MAJOR SHAREHOLDERS Mark Thompson – M. Director 4.7% Kinetic Investment Par
Slide 21: Talga Group Ltd contact details
Talga Vittangi graphite ore sculpture For personal use only 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 Kir
Slide 22: Talnode-C Anode
Talnode®-C Anode For personal use only • Highly engineered graphite anode material • Excellent charging performance at high load and low temperature • High rate and excellent capacity retention (>90%) during fast charging • Effective for applications that require a higher rate (> 10C) such as for PH
Slide 23: Talnode-Si Silicon Anode
Talnode®-Si Silicon For personal use only Anode • For higher energy density sought by customers battery roadmaps • Drop in additive for existing commercial anode blends • Talga technology enables silicon-loaded anodes to stabilise/not pulverise • High volume lower cost production process • Produced
Slide 24: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources For personal use only Ore Reserve3, 6 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 Proven 0 0 Probable 2,260,140 24.1 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
Slide 25: Competent Person Statements
Competent Person Statements For personal use only 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