Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Canaccord Genuity Global Resources Conference 2014
28 slides from Talga's conference presentation, Oct 17, 2014
Slide 1: Talga presentation at the Canaccord Genuity New York Global Resources Conference
17 OCTOBER, 2014! ASX: TLG TALGA PRESENTATION AT THE TALGA CANACCORD GENUITY NEW YORK RESOURCES GLOBAL RESOURCES CONFERENCE For personal use only Talga Resources Limited (ASX:TLG) (“Talga” or “the Company”) is pleased to provide a copy of the presentation delivered by Managing Director Mr Mark Talga
Slide 2: Graphite-Graphene Projects Presentation
For personal use only TALGA RESOURCES Talga Resources Ltd Graphite-Graphene Projects Presentation Canaccord Genuity Global Resources Conference ASX: TLG New York October 2014
Slide 3: 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 4: Executive Summary
Executive Summary TALGA ‣ Talga Resources Ltd (“Talga”) ASX:TLG is developing multiple graphite deposits in RESOURCES For personal use only Sweden including the world’s highest grade graphite mineral resource1. ‣ In recent tests Talga has demonstrated a world-first ability to produce high quality gr
Slide 5: Talga Resources Corporate Overview
Talga Resources Corporate Overview TALGA RESOURCES Listed on Australian Stock Exchange July 2010. Stock code: TLG For personal use only Board of Directors Capitalisation Summary at 30 Sept 2014 Keith Coughlan Non-executive Chairman ASX:TLG Ordinary Shares 124.6M Mark Thompson Managing Director ASX:T
Slide 6: Talga's Graphite Project Pipeline
Talga’s Graphite Project Pipeline 100% ownership of five graphite projects in Sweden with multiple deposits offering the full range of market size specifications. Two advanced stage projects in the development pipeline. These are drilled to For personal use only JORC1 Indicated status and a prelimina
Slide 7: Established mining district with established infrastructure
Established mining district with established infrastructure To Narvik For personal use only Magnetite Mine & Mill Magnetite Concentrator se d Railway Jalkunen Kiruna magnetite mine-mill/LKAB. Propo Extension Magnetite Mine Magnetite Mine & Mill & Mill Aitik Cu-Au mine-mill/Boliden Kaunisvaara magnet
Slide 8: Advantages of Sweden for Mining
Advantages of Sweden for Mining For personal use only ‣ Ranked No.1 mining jurisdiction in world by Fraser Institute 2013-14 ‣ Corporate tax rate 22%, Mineral Production tax 0.2% ‣ Established bulk commodity infrastructure with open access rail, road and ports ‣ Low cost power from hydroelectricity
Slide 9: Logistics Advantages for Graphite
Logistics Advantages for Graphite Road through Vittangi project ‣ EU consumes 20% of global natural graphite and imports 95% of its demand ( the majority from China). The EU has classified For personal use only graphite a “critical raw material”. ‣ Talga’s projects located proximal to high quality s
Slide 10: Vittangi Project - Nunasvaara Graphite Deposit
Vittangi Project - Nunasvaara Graphite Deposit ‣ The Vittangi graphite project (347km2) comprises multiple Vittangi project’s Nunasvaara Mineral Resource (2004) (@10% Cg lower cut-off). Scoping Study limited to JORC Indicated portion only. high grade graphite prospects defined by historic trenching,
Slide 11: Strong Returns Indicated by Scoping Study
Strong Returns Indicated by Scoping Study ‣ Vittangi project targeting dual production of ~46,000tpa graphite and ~1,000tpa graphene TALGA RESOURCES For personal use only over approximately 20 years from just 250,000tpa operation. ‣ Project low risk with Capex ~AUD$29m and capex payback 1.4 years in
Slide 12: Vittangi Graphite-Graphene Mill Flythrough
Vittangi Graphite-Graphene Mill Flythrough TALGA RESOURCES For personal use only 11
Slide 13: Low Cost/Low Risk Development
Low Cost/Low Risk Development Summary of Study capital expenditure estimates TALGA RESOURCES Cost ‣ Capital costs for proposed ~47,000tpa graphite and Category For personal use only (AUD$m) graphene operation estimated to be AUD$29.2 million Process Plant 9.25 (Equipment & Labour) at +/- 30% accurac
Slide 14: Products/Pricing
Products/Pricing The Study assumes dual production of graphite and graphene with metallurgical TALGA RESOURCES For personal use only results to date supporting three saleable product streams from Vittangi being: •Standard ultrafine graphite concentrate (80-85%C purity) (“SUG”); and •Very few layer g
Slide 15: Immense Upside
Immense Upside ‣ Conservative Study numbers used; graphene price severely discounted to current type TALGA RESOURCES minimum pricing and low-end metallurgical yields assumed For personal use only ‣ Study contemplates simple pits to depth with higher strip ratios. In reality further shallower resourc
Slide 16: Vittangi Project - Growth Potential
Vittangi Project - Growth Potential ‣ Further 32km strike EM conductors (interpreted to be For personal use only similar to Nunasvaara-type graphite) recently identified extending outside the resource area along strike. ‣ Drilling of 5 sites over 7km strike extending from October drilled sites Nunas
Slide 17: Jalkunen Project - Emerging Graphene Potential
Jalkunen Project - Emerging Graphene Potential ‣ The Jalkunen graphite project (93km2) located For personal use only approximately 50km southeast from Vittangi comprises a cluster of high grade graphite prospects defined by historic trenching, geophysics and drilling. ‣ Recent work by Talga shows EM
Slide 18: Other Graphite Projects - Raitajärvi
Other Graphite Projects - RAITAJÄRVI S e Gr RESOURCE al id ed Po Raitajärvi Hi we gh r w ay ‣ Indicated and Inferred 4.3 Million tonnes @ 7.1% Cg, For personal use only JORC 2004 resource1 open at depth and along strike. EM anomaly/Graphite Unit ‣ Near-surface deposit contains 87% coarse crystalline
Slide 19: Piteå Project
Piteå Project ‣ Coarse flake graphite within a 4 x 1km EM anomaly For personal use only ay ilw intercepted to date by 3 historic drillholes. Luleå Town Ra and Port ‣ Very large average flake size; >80% reported as Rai lwa ‘jumbo’ 300 µm (+50 mesh). y Piteå Town ‣ Such large flake graphite is premium
Slide 20: Graphite versus Graphene?
Graphite versus Graphene? ‣ Graphite (the mineral) consists of parallel sheets of carbon For personal use only atoms in a hexagonal lattice, which when one or few atoms in thickness, are called graphene. ‣ Graphite therefore IS made from graphene sheets. There are about 3 million layers of graphene
Slide 21: Graphene - Disruptive Potential Across Multiple Markets
Graphene - Disruptive Potential Across Multiple Markets Mobile Internet For personal use only Automation of Knowledge Work Internet of Things “Graphene, which is composed of one-atom-thick Cloud Technology sheets of carbon hexagons, is being produced today, but only in limited quantities and at high
Slide 22: Graphene; What is it & the buzz out of Manchester
Graphene; What is it & the buzz out of Manchester For personal use only Video: Courtesy The University of Manchester 21
Slide 23: Graphene Market: Commercialisation is here
Graphene Market Global consumption of potential Commercialisation is here graphene additive materials For personal use only ‣ While the media is excited by future ‘hi-tech’ applications, and graphene-enhanced products are becoming available (tennis racquets, riding helmets) the main driver of near t
Slide 24: Talga's Graphene Status
Talga’s Graphene Status ‣ The highly homogenous nature of the raw ore has enabled For personal use only production of high quality 1-5 layer graphene with high potential for world-leading low cost and high volume. ‣ Talga and CSIRO are co-funding a research program on Vittangi graphite ore and graph
Slide 25: Milestones on path to production
Milestones on path to production ‣ Scoping study complete for dual graphene/graphite production. TALGA RESOURCES ‣ Permitting underway for 5,000 tonne test mining sample and pilot plant for mid-2015. For personal use only ‣ Metallurgical testwork to be materially expanded and will produce graphene p
Slide 26: Investment Highlights
Investment Highlights ‣ Highest grade JORC/NI43-101 global graphite resource. TALGA For personal use only RESOURCES ‣ Demonstrated ability to produce high quality graphene direct from its raw ore provides robust margin potential compared to peers. ‣ Low cost capex and strong returns indicated from S
Slide 27: Appendices: Graphite JORC (2004) Resources
Appendices Graphite JORC (2004) Resources1 TALGA RESOURCES Nunasvaara Graphite Mineral Resource @ 10% Cg lower cut-off Nov 2012 Raitajärvi Graphite Mineral Resource @ 5% Cg lower cut-off Aug 2013 For personal use only Tonnes Graphite Tonnes Graphite Classification Classification (Mt) (%Cg) (Mt) (%Cg)
Slide 28: References & Qualified Persons
References & Qualified Persons 2 Research references For personal use only Graphene in concrete “Materials Genome for Graphene-Cement Nanocomposites for Infrastructure Applications”; Hunain Alkhateb et al Department of Civil Engineering, University of Mississippi USA plus see http://www.monash.edu.a
Talga Resources — Canaccord Genuity Global Resources Conference 2014 on 6ix