Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (August 2025)
17 slides from Talga's investor presentation, Aug 14, 2025
Slide 1: Talga Webinar Recording and Presentation
ASX Release ASX:TLG 14 August 2025 Talga Webinar Recording and Presentation Battery materials company Talga Group Ltd (“Talga” or “the Company”) is pleased to provide a recording of the webinar and presentation delivered by Talga’s Managing Director Mark Thompson on Wednesday, 13 August at 10:30am A
Slide 2: Quarterly Webinar August 2025
Talga Group (ASX:TLG) For personal use only Quarterly Webinar August 2025 © Talga Group Ltd, Aug 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 – the fully integrated battery material & technology company
Talga – the fully integrated battery material & technology company For personal use only Talga Mine Sweden Black Mass Battery Cell Recyclers Purification Shaping Coating Talnode® Manufacturer Graphite Talga Anode Production Technology Feedstock 3 See: ASX:TLG 1 July 2021, 28 March 2024, 27 February
Slide 5: FYQ4 Vittangi Project
FYQ4 Vittangi Project Exploitation concession for Nunasvaara South Mine in full force... all appeals dismissed June 2025 For personal use only Environmental permit in full force from Oct 2024... no further avenue for appeals Next Steps County Administration Board (CAB) now preparing detailed mine pl
Slide 6: FYQ4 Corporate
FYQ4 Corporate Achieved Net-Zero Strategic Project status for Luleå anode refinery Selected Worley as preferred EPCM contractor For personal use only Completed capital investment in larger shaping and coating equipment Board changes – Eva Nordmark appointed (subject to regulatory approval) following
Slide 7: FYQ4 Commercial
FYQ4 Commercial Executed binding offtake agreement with fast- charge pioneer Nyobolt for a multi-year supply of For personal use only Talnode®-C graphite anode Advanced commercial discussions with multiple strategic counterparties Tripling of receipts for samples sent to cell makers – hybrid vehicle
Slide 8: Battery Anode Supply Vulnerable and Non-sustainable
Battery Anode Supply Vulnerable and Non-sustainable For personal use only Reliant on long supply chain Synthetic graphite uses nearly 100% owned by China petroleum or coal precursors - Fossil fuel based - Extremely energy intensive Spherical Synthetic - Extremely high CO2 emissions Graphite Anode 92
Slide 9: Macro Developments
Macro Developments • Defence industry is emerging as a key driver in Critical Raw Minerals especially non-Chinese supply • USDOC raised tariffs and duties on Chinese imports of graphite anode material by 93.5% to 160% For personal use only • NATO nations increasing defence expenditure to 5% of GDP b
Slide 10: Talnode-R recycling waste graphite into anode
Talnode®–R recycling waste graphite into anode • Proprietary recycled graphite anode produce developed from lithium-ion battery waste For personal use only • Works on feedstock from production scrap and end-of-life batteries • Developed by Talga scientists using graphite concentrate extracted from “
Slide 11: Closing the Loop: Talnode-R Series
Closing the Loop: Talnode®-R Series For personal use only Opportunity to expand commercial sites Coating Black and production synergies more globally Mass Strong demand from auto OEMs and battery manufacturers facing recycling regulations Graphite Used Purification Batteries Aligns with EU, US and g
Slide 12: Outlook for Anode market
Outlook for Anode market For personal use only Benchmark RhoMotion Data on Li-ion battery recycling market Ex-China anode material supply and demand (kt). Source BMO Capital Markets Source: Benchmark/ Rho Motion Source: BMO 11 See ASX:TLG 13 Aug 2025
Slide 13: Vittangi - anode graphite
Vittangi - anode graphite For personal use only • 27,000 tonnes graphite ore stockpile • Ultra-high grade natural graphite deposit with 100% battery-size flake • Toll processing testwork and options for earlier startup underway 12 See: ASX:TLG 6 October 2023. See appendices for resource details.
Slide 14: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 15: 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 16: 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 17: 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