Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Goldman Sachs Battery Day 2018
29 slides from Talga's conference presentation, Mar 27, 2018
Slide 1: Talga Presentation at Goldman Sachs Battery Day
http://www.talgaresources.com/irm/PDF/1455/KiskamaIOCGProjectDrillingResults 27 March 2018 ASX:TLG Talga Presentation at Goldman Sachs Battery Day For personal use only Talga Resources Ltd Advanced materials technology company, Talga Resources Ltd (“Talga” or ABN 32 138 405 419 “the Company”), is pl
Slide 2: Advanced Graphite and Graphene for High Performance Batteries
For personal use only TALGA RESOURCES Advanced Graphite and Graphene for High Performance Batteries Mark Thompson Managing Director Goldman Sachs Battery Day 27 March 2018
Slide 3: Forward Looking Statements & Disclaimer
FORWARD LOOKING STATEMENTS & 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 presentation
Slide 4: Vertically integrated advanced material technology company
For personal use only Talga Resources Vertically integrated advanced material technology company focusing on graphite and graphene products
Slide 5: Corporate Snapshot
CORPORATE SNAPSHOT FINANCIAL INFORMATION SHARE PRICE PERFORMANCE For personal use only Share price (ASX code TLG) (21-March-18) A$0.77 Share price (A$) 12 months Volume (m) 52 week low / high A$0.365 / A$0.92 Shares outstanding1,2 202.95m Market Capitalisation A$156.3m Cash (31-Dec-17) A$14.0m Debt
Slide 6: Vertically Integrated Advanced Material Supply Chain
VERTICALLY INTEGRATED ADVANCED MATERIAL SUPPLY CHAIN European operations and business units For personal use only Talga Mining Sweden Graphite 100%-owned high grade graphite Mineral deposits – Largest resources in Europe Resources Talga Advanced Materials Germany Graphite & 100%-owned test process f
Slide 7: Global Leader in Resource Grade
GLOBAL LEADER IN RESOURCE GRADE Multiple high grade graphite JORC resources and largest in Europe Average Grade of In-situ Graphite For personal use only Nunasvaara Yalbra Balama West Ativa Balama West Mualia Lac Guéret Balama East Kookaburra Gully Jalkunen Lac Knife Koppio Campoona Uley Raitajärvi
Slide 8: Low Impact Bulk Graphene Process Technology
LOW IMPACT BULK GRAPHENE PROCESS TECHNOLOGY For personal use only View full video here: https://www.youtube.com/watch?v=xrp4NzIe-B8&t=8s 7
Slide 9: Talga Advanced Materials GmbH - Germany
TALGA ADVANCED MATERIALS GMBH - GERMANY Scaling Up Proprietary Bulk Graphene Processing Technology For personal use only 100% owned proprietary test facility scaling up process for production of graphene and micrographite Output of testwork available for product development collaborations with indus
Slide 10: Talga Technologies Ltd - UK
TALGA TECHNOLOGIES LTD - UK Product Development with R&D Partnerships and Formal Industry Agreements For personal use only Some current collaborations include: 9
Slide 11: Proven Integrated Supply Chain
PROVEN INTEGRATED SUPPLY CHAIN For personal use only View full video here: https://www.youtube.com/watch?v=G7dndP7NGco 10
Slide 12: Talga Technologies - Forwardly Integrating Graphene
TALGA TECHNOLOGIES - FORWARDLY INTEGRATING GRAPHENE Using Functionalisation and Polymerisation/Compounding techniques to enter current markets For personal use only Mining of Graphite *Exfoliation *Functionalisation *Polymerisation Application Concentrating Graphene Production Coupling and Dispersio
Slide 13: Our Products
OUR PRODUCTS We make added value and enhanced Products used across four key sectors, with batteries being one in energy. For personal use only BUILDING MATERIALS ENERGY COATINGS COMPOSITES & RESINS Combined graphite Micro-graphite for Eco-friendly chrome- High strength carbon and graphene mixtures c
Slide 14: Technical Management - Energy Products
TECHNICAL MANAGEMENT – ENERGY PRODUCTS Talga staff in-house expertise of leading battery developments For personal use only Sai Shivareddy Ph.D. Claudio Capiglia Ph.D. Manager - Product Development Director of Battery Technologies Heads up Talga’s development of advanced carbon Over 20 years experie
Slide 15: Uniquely Placed
For personal use only UNIQUELY PLACED For the fast growing Li-ion battery supply chain 14
Slide 16: European Battery Gigafactories
EUROPEAN BATTERY GIGAFACTORIES Location advantage to supply fast growing Li-ion battery supply chain TALGA PROJECTS, SWEDEN NORTHVOLT, SWEDEN 32GWhr For personal use only Multiple Li-ion “Gigafactories” underway or JOHNSON MATTHEY, POLAND planned in EU TESLA GIGAFACTORY, EUROPE (PROPOSED) Majority o
Slide 17: Europe Gigafactory Startups
EUROPE GIGAFACTORY STARTUPS Global Li-ion cell production set to more than double by 2020, with Europe near quadrupling from 2020-25 For personal use only Global Lithium Ion Battery Manufacturing Capacity (Giga Wh) Installed Capacity Capacity Country Company/JV GWhr Asia ROW Europe 2020 2025 (GWhr)
Slide 18: Graphite Pricing
GRAPHITE PRICING Batteries are a disruptive driver demand to natural graphite, which historically consumed only <5% for anodes. For personal use only Graphite products are diverse and supply chain is fragmented across hundreds of suppliers & re-processors (purifiers, shapers and coaters) Pricing is
Slide 19: Lithium-Ion Performance
For personal use only LITHIUM-ION PERFORMANCE Graphite and graphene materials for current and next-gen batteries 18
Slide 20: Lithium-Ion Batteries
LITHIUM-ION BATTERIES Created in 1970’s and first commercialised in 1980’s, Lithium-ion still has impediments to mass take up in demanding applications like transport For personal use only Weak – limited capacity which limits range of mobility Slow to charge (safely) Expensive – economically on per
Slide 21: Solutions Through Better Materials
SOLUTIONS THROUGH BETTER MATERIALS Automotive sector pushing hard for next gen battery materials to increase safety/performance and lower cost For personal use only CURRENT LI-ION CELL COMPONENTS TRENDING LI-ION TECHNOLOGIES Silicon additives and solid silicon electrodes (potential 3,579mAh/g) All-s
Slide 22: Silicon Electrodes Enabled by Graphene
SILICON ELECTRODES ENABLED BY GRAPHENE Talga is developing materials for current additive silicon and next gen solid silicon electrodes For personal use only Industry needs higher capacity batteries (longer range) but not bigger/heavier. Addition of silicon up to 30% will double reversible capacity
Slide 23: Talga Material Advantage
TALGA MATERIAL ADVANTAGE Talga’s patent pending technology liberates graphite as well as graphene from raw ore, enabling use in Li-ion anodes with less processing steps than peers For personal use only Talga anode graphite has natural unique morphology and unmilled small size, with graphene-like str
Slide 24: Talga Partners Through 'Faraday Challenge'
TALGA PARTNERS THROUGH ‘FARADAY CHALLENGE’ UK Government funding through Innovate UK’s £246 million ‘Faraday’ initiative to create new battery technologies and local supply chains For personal use only TWI WMG CAMBRIDGE UNIVERSITY Manufacturing Research Battery R&D Institution R & D Institution Talg
Slide 25: Developing Significant Part of Supply Chain
DEVELOPING SIGNIFICANT PART OF SUPPLY CHAIN Talga integrated supply and product technology captures more of supply chain For personal use only Electrode, Materials & Cell Module, Pack Vehicle Raw Materials Separator, Electrochemistry Manufacturer & BMS Application Electrolyte etc. LISTED COMPANY X T
Slide 26: Why Talga?
WHY TALGA? 100% control of the biggest Unique ore type For personal use only graphite resources in Europe where that provides higher massive new demand for Li-ion performance via patent pending batteries is located processing technology Graphene on track Significant in house to take market share in
Slide 27: Company Directory
COMPANY DIRECTORY For personal use only Talga Resources Ltd | Perth, Australia First Floor, 2 Richardson Street, West Perth WA 6005, Australia P| +61 8 9481 6667 E| admin@talgaresources.com ___________________________________________ Talga Technologies Limited | Cambridge, UK Unit 15-17 Cambridge Sc
Slide 28: Appendix and Statements
APPENDIX AND STATEMENTS Competent Person’s Statements The information in this document that relates to exploration results is based on information compiled by Amanda Scott, a Competent Person who is a Member of the Australian Institute of Mining and Metallurgy (Membership No.990895). Amanda Scott is
Slide 29: Graphite JORC Resources and Exploration Targets
GRAHITE JORC RESOURCES AND EXPLORATION TARGETS For personal use only 28