Slide 1: Talga Webinar Presentation (ASX Release)
ASX Release ASX:TLG 1 August 2024 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 today’s investor webinar, Thursday 1 August 2024 at
Slide 2: Talga Group Investor Webinar August 2024
For personal use only Talga Group (ASX:TLG) Investor Webinar August 2024 © Talga Group Ltd, August 2024
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: Fully integrated battery materials and technology company
Talga Group Ltd (ASX:TLG) is a fully integrated battery materials and technology company For personal use only Natural graphite Developing producer of Li-ion battery anode products using graphite, silicon and recycled materials 3
Slide 5: Talga Group Highlights
Talga Group Highlights A strategic, developing Li-ion battery anode technology and product company For personal use only Battery technology Low emission product Strategic mineral Integrated graphite anode and Powered by renewable electricity. Largest graphite resource recycling process tech, silicon
Slide 6: Battery demand growth continues
Battery demand growth continues Rho Motion Quarterly Li-ion Battery Demand by Region - all end use markets (EV, ESS, 3C) For personal use only YOY sales up 23% EV and ESS sales grow as regulatory forces and lower production costs support energy transition 5 Source: Rho Motion H1 2024 Update
Slide 7: Battery anode key markets in 2030
Battery anode key markets in 2030 For personal use only 10.6Mtpa demand for graphite anode will drive Li-ion battery production capacity growth N. America ~1,460GWh China per annum Europe ~6,200GWh ~1,210GWh per annum per annum 6 Source: Benchmark Gigafactory Assessment June 2024. Note: GWh equivale
Slide 8: Geopolitical drivers influencing market
Geopolitical drivers influencing market For personal use only Current Anode Production Reliant on China CRMA in force, facilitating accelerated permits and funding access for Strategic Spherical Graphite Projects. Tariffs on Chinese EVs up to 48% Graphite Anode China export permits now required, ano
Slide 9: Vittangi Anode Project
Vittangi Anode Project Mine Sweden For personal use only Integrated 19,500tpa anode production (Stage 1). Studies underway for potential anode production expansion 2024 mining study shows options up to ~425,000tpa anode concentrate Europe’s largest and highest grade graphite deposit Premium logistic
Slide 10: Globally Competitive Cost
Globally Competitive Cost Combining ultra-high grade 100% anode size flake deposit with new low-loss processing For personal use only technology, low energy costs and complete vertical integration Cost Curve depicting cash operating cost position (excluding profit and surcharges such as taxes and du
Slide 11: Anode Project permitting status
Anode Project permitting status Integrated project at advanced development stage awaiting mine permitting resolution For personal use only Vittangi Graphite Mine Luleå Anode Refinery • May 2020: Environment permit submitted • Jun 2022: Environment permit submitted • Apr 2023: Approved • Mar 2023: Bu
Slide 12: 2024 FEED Study delivers strong results
2024 FEED Study Major reduction of Refinery building footprint from 2021 DFS delivers strong results 23% reduction in energy consumption For personal use only Positive capital revision amidst inflationary FEED and value engineering activities have macro environment refined and optimised the Anode Pr
Slide 13: Anode Project financing
Anode Project Debt consortium of leading investment banks and international credit agencies Financing cornerstoned by European Investment Bank approval for €150 million For personal use only Progressing financing strategy including Grant funding and state aid options. Application for €70m in grant f
Slide 14: Expansion: Interim Scoping Study
Expansion Expanding mine to 0.6Mtpa, 1.0Mtpa and 2.0Mtpa ore milling technically viable Interim Scoping Study Up to ~425,000tpa anode concentrate For personal use only production (at 2.0Mtpa rate) 2024 mining study shows ore production Based on existing JORC resource of 35.0Mt options up to ~425,000
Slide 15: Vittangi JORC Exploration Target
Vittangi JORC Exploration Target* For personal use only Target underpins growth Underscores larger potential for Vittangi to meet global Li-ion battery anode demand *Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient exploration
Slide 16: Aero Lithium Project
Aero Lithium Project Located 120km south of Talga’s Vittangi Graphite Project near Gällivare mining centre For personal use only % Greenfields discovery with Surface rock grades up to Premium logistics. Adjacent ~50km strike pegmatites 1.9% Li2O. Pegmatite outcrops to sustainable low-cost grid ident
Slide 17: SQM lithium partnership
SQM lithium World-leading lithium producer Sociedad Química y Minera de Chile S.A (“SQM”) partnership earning up to 70% in Aero by sole funding US$19.0m exploration expenditure For personal use only Talga receives management fees, a resource-based success fee upon FID and retains 100% graphite right
Slide 18: Intellectual Property
Intellectual Property Significant portfolio of 65 applications across 16 patent families 100% Talga Tech For personal use only IP strategy for commercialisation of Talga’s battery material and graphene products Portfolio includes: Anode particle shaping & coating Graphite purification process Anode
Slide 19: Development: Talnode-C Recycled Series
Development: Talnode®-C Recycled Series For personal use only Graphite Black Coating Mass Talga’s innovative purification process and anode production technologies applied to battery black mass supply Graphite Used Purification Batteries Strong drivers from auto OEMs and battery manufacturers facing
Slide 20: Development: Talnode-Si
Development: Low-cost industrially scalable process using commercially available silicon with Talnode®-Si Talga graphite and graphene For personal use only Internal project feasibility studies well advanced and pilot plant samples in market with positive feedback Marketing underway for agreements to
Slide 21: Office locations and contacts
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 22: Appendices
For personal use only Appendices
Slide 23: Group Executive Management Team
Group Executive Management Team For personal use only Martin Phillips Melissa Roberts Per-Inge Kruse Anna Motta Peter French Eva Pijnenburg Chief Executive Chief Financial Director BD & Strategic Chief Technology Environment & Director People & Culture, Officer Officer Alliances Officer Community Ma
Slide 24: 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 25: Talga AB Board of Directors
Talga AB Board of Directors For personal use only Eva Nordmark Anders Granberg Ola Rinnan Melissa Roberts Martin Phillips Mark Thompson Chair Director Director Director Director Director Former Swedish Minister of A prominent industry figure Extensive Over 20 years’ experience Experienced commercial
Slide 26: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) For personal use only Nunasvaara (JORC 2012) 2,260,140 24.1 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 27: JORC Exploration Target
JORC Exploration Target 2024 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 240Mt 350Mt 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 28: 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