Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — RIU Conference 2013
31 slides from Talga's conference presentation, Feb 13, 2013
Slide 1: RIU Conference Presentation
For personal use only TALGA Talga Resources Ltd (ASX:TLG) RIU Conference Presentation RESOURCES February 2013
Slide 2: Forward Looking Statements & Disclaimer
Forward Looking Statements & Disclaimer For personal use only 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
Slide 3: Executive Summary
Executive Summary For personal use only Talga Resources Ltd (“Talga”) is a mineral explorer & developer that listed on the Australian Stock Exchange (ASX) in July 2010. The company wholly owns multiple graphite, iron ore and copper/gold projects (ex-Teck) adjacent to high quality infrastructure and
Slide 4: Corporate Overview
Corporate Overview ASX Ticker/Code TLG For personal use only 18% Shares 54.4 M Top 20 own 54% 5% Options (unlisted/employee) 5% 2.75m @ 40c director exp 30.11.2014 3.75 M 0.5m @ 35c employee exp 21.7.2015 4% 0.5m @ 45c employee exp 3.10.2016 Market Capitalisation 46% $16 M 22% (Fully diluted and @ A
Slide 5: Board & Management
Board & Management Mr Neary is a Certified Practicing Accountant with more than 25 years experience in For personal use only Sean Neary finance and commercial advisory roles. His experience includes more than ten years in audit and tax consulting with ‘Big Four’ and second tier accounting practices
Slide 6: Advantages of Northern Sweden for Mining Projects
Advantages of Northern Sweden for Mining Projects For personal use only Economist Magazine Feb 2013 Low cost power from hydroelectricity, green & nuclear grid. Corporate tax rate 22%, Mineral Production tax 0.2%. Existing heavy-duty mineral production infrastructure with open access rail, road and p
Slide 7: Quality mineral production infrastructure in place
Quality mineral production infrastructure in place For personal use only 7
Slide 8: What is Graphite?
What is Graphite? For personal use only Graphite, coal and diamond are crystalline forms of carbon with graphite being of hexagonal atomic structure and layered habit. Graphite has unique properties including very high melt point (>3600oC), very high electrical conductivity and very low expansion ra
Slide 9: Natural graphite market volume
Natural graphite market Volume Comparison of Natural Graphite Market in 2011 Tonnes Annum Natural graphite market (1.1Mt C) is similar volume to Nickel market 1,300,000 Ni Cg For personal use only (1.3Mt Ni) and much bigger than Lithium and Rare Earths 1,100,000 GRAPHITE World market worth US$1B/yr*
Slide 10: New Demand Driver
New Demand Driver Talga July 2012 For personal use only Graphite is a significant component of Lithium ion (Li-ion) batteries as the anode. Commonly there is 10x more graphite than lithium in a Li-ion battery. Li-ion battery technology is becoming industry standard in mobile technology devices, ener
Slide 11: World Natural Graphite Production
World Natural Graphite Production Why Graphite is News? For personal use only CHINA 80% of all natural graphite supply (and 90% of world ultrafine graphite supply) is from China. REST OF WORLD Markets growing rapidly Increasing state control/mine consolidation and higher domestic consumption have re
Slide 12: Graphite becoming strategic
Photo Mark Thompson/Talga Oct 2012 Graphite becoming strategic Plenty of potential supply, but location, quality and For personal use only costs are key. Graphite declared a “Strategic Mineral” by USA, EEC. 12
Slide 13: Why graphite is the focus for Talga
Why graphite is the focus for Talga For personal use only Grade is King - highest grade JORC/NI 43-101graphite resource in world (n=18). Low capex development compared to many other minerals, providing low cost and short term path to mining/cashflow. Located within several shipping days of large mar
Slide 14: Talga's Sweden Projects
Talga’s Sweden Projects For personal use only Talga moved into Graphite early 2011. After world search found excellent graphite deposits in Sweden, but highest grade deposit occurred in Teck Resources IOCG portfolio (ex-Phelps Dodge). Approached Teck and acquired option to buy company owning their S
Slide 15: Vittangi Project - Nunasvaara Graphite Deposit
Vittangi Project - Nunasvaara Graphite Deposit For personal use only Located in Vittangi greenstone belt. Distance to highway and grid power 3-5km, Rail 23km. Discovered 1898. Tested sporadically by SGU and LKAB. Since privatisation in 1992 held by ‘majors’ looking for Cu-Au. During option period Ta
Slide 16: Nunasvaara 2012 infill drilling
1736050mE 1736100mE 1736150mE 7523550mN 7523600mN NUS12 34 007 44429 Nunasvaara Graphite Deposit 4 N UU U U S1 20 06 Costean 03 U U .2 .7 133.4 1183.8 25.6 31.0 34.7 29.8 29.8 21.2 32.0 32.9 32.8 351.1.2 m 23.8 26.7 0.2 0.2 0.2 0.3 20.1 10 36 4 0.6 6 0. Talga 2012 infill drilling confirms historical
Slide 17: Nunasvaara Graphite Deposit
Nunasvaara Graphite Deposit For personal use only Total JORC resource 7.6Mt @ 24.4% Cg Nunasvaara Mineral Resource (10% Cg lower cut-off grade) Nov 2012 (mostly Indicated status) estimated Nov 2012 Tonnes Graphite Contained Graphite Classification (Mt) (%Cg) (tonnes) Resource is JORC Indicated from s
Slide 18: Nunasvaara Graphite Deposit - Video
Nunasvaara Graphite Deposit - Video For personal use only >25%Cg 20 - 25%Cg Robust high grade 15 - 20%Cg 10 - 15%Cg 18
Slide 19: Raitajärvi Graphite Project
Raitajärvi Graphite Project 3km strike and open For personal use only Preliminary JORC Inferred resource 0.5Mt @ 10.8%Cg (5% cut-off) delineated using historic diamond drill holes by Swedish Geol Survey. Only tested 300m strike; Resource depth 70m, open at depth and strike. Large flake graphite in su
Slide 20: Raitajärvi Coarse Flake Graphite
Raitajärvi Coarse Flake Graphite Graphite flake size distribution (historic drill sample microscopy, n=87) Historic work on 87 petrographic samples indicate <0.1mm (ultrafine-fine flake) For personal use only predominantly coarse flake graphite (see appendix 2 for 0.1-0.2mm (fine - large flake) deta
Slide 21: Exploration Projects
Exploration Projects Blue sky upside from multiple advanced stage For personal use only flake graphite deposits defined by historic work including diamond drilling. Exploration Tonnage Range Grade Range Project Target (Mt) (%Cg) Nunasvaara 34-51 20-25 Vittangi Mörttjärn 10-16 15-20 Maltosrova 2-3 20
Slide 22: Indicative Path to Key Graphite Milestones
Indicative Path to Key Graphite Milestones 2012 2013 2014 Activity Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 For personal use only Nunasvaara Geophysics Enviro/Stakeholder Surveys TCL Sweden Ltd Acquisition Nunasvaara Drill Phase 1 Nunasvaara Results/Resource Nunasvaara Scoping Study Drilling Raitajärvi Phas
Slide 23: World Graphite Resources
World Graphite (JORC and NI 43-101) Resources Fraser # Country Resource Grade Market Cap.* Company Deposit Location Ranking % Graphite US$M For personal use only Talga Resources Nunasvaara Sweden 7 24.4 15 Mason Resources Lac Guéret Quebec 5 19.3 45 Focus Graphite Lac Knife Quebec 5 15.7 73 Lincoln
Slide 24: Swedish Iron Projects
Swedish Iron Projects For personal use only Multiple 100% owned iron deposits between operating mines and adjacent to high quality transport & power supplies. Skarn magnetite iron ore has potential for low cost beneficiation and high-grading. Targeting 200-300Mt JORC inventory prior to commercialisa
Slide 25: Vittangi project - Vathanvaara iron prospect
Vittangi project - Vathanvaara iron (Cu/Au) prospect 47m at 34.4% Femag 235m at 35.9% Femag For personal use only 41m at 27.5% Femag 124m at 43.4% Femag 100m at 37.8% Femag 99m at 43.2% Femag 151m at 32.1% Femag 121m at 34.1% Femag 50m at 34.1% Femag 65m at 38.1% Femag Vathanvaara Prospect JORC Expl
Slide 26: Investment Highlights
Investment Highlights For personal use only Highest grade graphite resource in the world (Nunasvaara 7.6Mt @ 24.4% Cg). Grade Grade provides the opportunity for low cost production and high margins. Operating in a top mining jurisdiction with world class infrastructure on the doorstep of Sweden Euro
Slide 27: Contact
Take a look! The world is... ASX:TLG For personal use only • To invest in Talga Resources • Partner on a project • Seek further information Contact in Australia Mark Thompson - Managing Director 1st Floor, 2 Richardson St West Perth WA 6005 Tel +61 8 9481 6667 admin@talgaresources.com www.talgaresou
Slide 28: Appendix 1. Nunasvaara 2012 Drill hole Intercepts
Appendices Appendix 1. Nunasvaara - 2012 Drill hole Intercepts East North Hole From To Interval Est. True % Hole ID Azi Dip (RT90) (RT90) Depth (m) (m) (m) (m) Width (m) Graphite For personal use only NUS12001 1736020 7523809 63.45 90 -44 17.4 42.3 24.8 22 24.9 NUS12002 1736014 7523738 110.05 55 -61
Slide 29: Appendix 3. Selected Significant Iron Intercepts
Appendices Appendix 3. Selected Significant Iron Intercepts from Historic Drilling in Vittangi Project For personal use only East North Hole Depth Exploration Target Hole ID Azi Dip From (m) To (m) Interval (m) % Femag (RT90) (RT90) (m) Jänkkä Jank 71001 1733109 7521322 161 112 -60 46 98 52 26.6 Kuu
Slide 30: Sweden Assets Structure and Main JORC Resources
Appendix 4 Sweden Assets Structure and Main JORC Resources For personal use only SWEDEN BRANCHES GRAPHITE 100% 100% IRON Tonnes Graphite Tonnes Iron as Magnetite Classification Classification (Mt) (%Cg) (Mt) (%Fe mag ) Indicated 5.6 24.6 Indicated 49.7 30.0 Inferred 2.0 24.0 Inferred 37.5 29.6 Total
Slide 31: References & Qualified Persons
References & Qualified Persons For personal use only 1 Exploration Targets: The estimates of exploration target sizes in this announcement are in accordance with the guidelines of the JORC Code (2004) and should not be misunderstood or misconstrued as estimates of Mineral Resources. The potential qu