Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Investor Presentation (March 2015)
21 slides from Talga's investor presentation, Mar 4, 2015
Slide 1: Talga Resources Corporate Presentation - Graphene
TALGA For personal use only RESOURCES ASX: TLG Talga Resources Ltd Corporate Presentation Graphene March 2015 1
Slide 2: 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 For personal use only and proposed exploration and development strategy to recipients (“Recipi
Slide 3: Who we are
Who we are TALGA RESOURCES ‣ Talga Resources Ltd (“Talga”) ASX:TLG is an Australian based technology materials For personal use only development company with operations in Sweden and Germany. ‣ Talga owns five 100% owned high grade graphene/graphite projects (including the world’s highest grade grap
Slide 4: Directors and Management
Directors and Management Mark Thompson TALGA RESOURCES For personal use only Managing Director Mr Thompson has more than 25 years industry experience in mineral exploration and mining management, working extensively on major resource projects throughout Australia, Africa and South America. He is a m
Slide 5: Financial and Corporate Summary
Financial and Corporate Summary TALGA RESOURCES For personal use only Capitalisation Summary Cash: Dec 2014 $2.72m ASX:TLG Ordinary Shares 124.6M Debt: Nil ASX:TLGO Options (exp 30 Nov 2015 at 35c) 7.72M Revenue: Immaterial Unlisted Options1 10.9M Market Capitalisation (undiluted @ $0.42) A$52.3M St
Slide 6: What we do
What we do TALGA ‣ Future bulk supplier of crystalline carbon materials. RESOURCES For personal use only ‣ Technology company with 100% owned source for precursor graphene material and future low impact mining operations. ‣ Unique process to liberate large quantities of graphite and graphene direct
Slide 7: Processing Technology
Processing Technology TALGA Talga RESOURCES Others RAW GRAPHITE ORE PROCESS ‣ Graphene is everywhere you find graphite. But separating graphite to 1 STEP For personal use only GRAPHENE a few atoms thick is expensive and hard to scale up. ‣ Talga extracts graphene directly from natural microcrystalli
Slide 8: Why Is The Talga Approach Unique
Why Is The Talga Approach Unique TALGA ‣ Graphite is made from layers of graphene so in theory anyone can produce graphene in a RESOURCES For personal use only laboratory - but at what volume and cost? Talga ore is differentiator. ‣ Talga’s production process unlikely to work on other deposits due t
Slide 9: Production Model
Production Model TALGA RESOURCES ‣ Graphite and graphene platelets can be liberated from ore in a single step with minimal For personal use only downstream recovery processing compared to many purification stages (complex/costly). ‣ Paradigm shift in the production outlook for bulk graphene cost and
Slide 10: Vittangi Project - Nunasvaara Graphite Deposit
Vittangi Project - Nunasvaara Graphite Deposit Vittangi project’s Nunasvaara Mineral Resource (2004) (@10% Cg ‣ World’s highest grade graphite resource - JORC compliant graphite lower cut-off). Scoping Study limited to JORC Indicated portion only. resources1 totalling 7.6Mt @ 24.4% Cg (ASX:TLG 8 Nov
Slide 11: Talga Differentiation
Talga Differentiation TALGA RESOURCES For personal use only Unique ore allows for low cost bulk production - partly processed by ‘mother nature’ and no issues with scale of graphene production Technology materials company amongst resource peers Unlike peers we start from raw ore precursor to produce
Slide 12: Industry Introduction - Overlapping but Different Markets
Industry Introduction - 2 Overlapping but Different Markets Graphene media darling - Flexible device screens Graphene For personal use only ‣ While the media is excited by future ‘hi-tech’ applications, the main driver of near term graphene commoditisation is additives. ‣ Small amounts of graphene (0
Slide 13: Worldwide Graphene Production Methods
Worldwide Graphene Production Methods TALGA RESOURCES For personal use only ‣ There are many processes to make graphene, using different carbon precursors both natural and synthetic, and various combinations of yield, quality, volume and cost. ‣ Graphene comes in many shapes, lengths, layers, functi
Slide 14: Market Segmentation of industrial applications for bulk graphene
Market Segmentation of industrial applications for bulk TALGA RESOURCES ‣ Numerous research publications estimate the global For personal use only graphene by 2024 (Fullerex Data) graphene market will be worth in excess of $1B by the early 2020’s. Products available now/2015 (paints, 3D printing ink
Slide 15: Talga Target Applications
Talga Target Applications CARBON FIBRE COMPOSITES Added to current carbon fibre composites for increased strength/ CONDUCTIVE INKS For personal use only decreased weight and emissions Replace currently used carbon black and silver/copper composites in conductive inks for rapid growth “Internet of Th
Slide 16: Development Status
Development Status Example of sawn-block mining to be trialled at Vittangi 2015 For personal use only ‣ Talga has moved from metallurgical breakthrough in lab to benchtop scale and now commisioning demonstration plant. ‣ Process has been replicated by 4 independent parties in two countries and opens
Slide 17: Talga Europe Operations
Talga Europe Operations Sweden Operations Talga Mining P/L filial Sweden ‣ Trial mining and exploration For personal use only ‣ Rail/road ore blocks direct to German operations Research, Development and Analytics ‣ Jena ‣ Dresden/Mainz Local Industry/Graphene End users ‣ Use research as interface ‣
Slide 18: Full Scale Plant Design
Full Scale Plant Design TALGA RESOURCES For personal use only 18
Slide 19: Milestones on path to full-scale Production
Milestones on path to full-scale Production For personal use only Jan-Jun 2015 Jul-Dec 2015 Jan-Jun 2016 ‣ Permitting receipt for trial mining ‣ Demonstration plant construction ‣ Continue scale up of ‣ Ongoing offtake, collaboration in Germany demonstration plant discussions with end-users ‣ Distrib
Slide 20: Summary of Highlights
Summary of Highlights TALGA ‣ Highest grade JORC/NI43-101 global graphite resource. For personal use only RESOURCES ‣ Truly unique ore that facilitates high margin bulk production of graphene. ‣ Best in class research partners optimising processes in world class facilities. ‣ Growth profile of Swedi
Slide 21: Appendices
Appendices 1 The Vittangi graphite project Mineral Resource (Nunasvaara deposit) estimate was first reported in February 2012 and has not been updated to comply with the 2012 JORC Code. The Company is not aware of any new information or data that materially affects the information included in the rel