Talga Group Ltd. · ASX:TLG
Talga — Investor Presentation (February 2024)
22 slides from Talga's investor presentation, Feb 2, 2024
Slide 1: Talga Webinar Presentation (ASX Release)
ASX Release ASX:TLG 2 February 2024 Talga Webinar Presentation Battery materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation delivered by Talga’s Managing Director Mark Thompson during yesterday’s investor webinar, Thursday 1 February
Slide 2: February 2024 Investor Webinar
For personal use only February 2024 Investor Webinar Talga Group (ASX:TLG) © Talga Group Ltd, February 2024
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. Niska Scoping Study The Niska Scoping Study is a preliminary technical and economic study of the potential viability of developing the Nunasvaara North, Niska South and Niska North g
Slide 4: Leader in development of sustainable battery materials
Talga Group (ASX:TLG) is a leader in the development of sustainable battery materials For personal use only mine-to-battery Development and commercialisation of a diverse range of products and projects including natural graphite anode, silicon anode and other materials for use in lithium-ion, solid
Slide 5: Quarterly market update
Qtly market update Passenger Battery Electric Vehicle sales growth trend remains fully intact For personal use only Strong EV growth continues: 2023 sales up 32% on 2022 Graphite prices stable through quarter, CIF Europe prices rising Chinese export restrictions trigger auto OEM demand for anode sup
Slide 6: Vittangi Anode Project
Vittangi Anode Project Mine north Sweden For personal use only Integrated mine-to-anode refinery producing 19,500tpa anode (Stage 1) for 24 years Europe’s largest and highest grade graphite deposit (Vittangi): 35.0Mt at 23.8%Cg, containing 8.3Mt graphite Advanced transport and logistics, with direct
Slide 7: Vittangi Anode Project execution
Vittangi Anode Project execution Northern Sweden For personal use only Stage one preparation for commercial A$31 million environmental site at Luleå Industrial Park delivered bond facility secured In line with supplier strategy, Mine environmental permit approved, Rejlers to support the digital appe
Slide 8: Vittangi Anode Project financing
Vittangi Anode Project financing For personal use only Talga investigating grant funding and state aid (EU and Member State level) to complement existing debt consortium Target debt (60%) and equity (40%) Discussions with potential equity partners including automotive OEMs and lithium-ion battery su
Slide 9: Industry partnerships and research partners
For personal use only Research partners Product diversification Polestar 0 Project across business through next-gen tech Industry partnerships Talga is involved in numerous strategic partnerships towards technological developments across the battery and automotive industry 8 See: ASX:TLG 21 November
Slide 10: Talga strengthens EU management team
Talga strengthens EU management team For personal use only Anna Motta Per-Inge Kruse Eva Nordmark Group Chief Technology Officer Group Director of BD & Strategic Alliances Director, Talga AB Board of Directors Dr Motta, a Ph.D. inorganic chemist with over 20 years’ Mr Kruse has over 20 years’ experi
Slide 11: Exploring for growth and added value
Exploring for growth and added value Norrbotten, Sweden For personal use only Nunasvaara South resource extension exploration ongoing Aero Project - Lithium exploration progressing Drilling completed successfully at Vittangi nr. 6 10 See: ASX:TLG 6, 13 October 2023.
Slide 12: Silicon Anode Pilot Plant
Silicon Anode Pilot Plant Talga Advanced Materials GmbH, Germany For personal use only Producing Talnode®-Si samples for battery customer qualification and commercial discussions Feasibility studies and work underway to support commercialisation including site selection 11 See: ASX:TLG 26 April 2023
Slide 13: Silicon anode Talnode-Si
Silicon anode Talnode®-Si For personal use only Composite silicon-graphite additive with ~50% silicon for high energy density (~1,900 mAhg) drop-in additive Advantages Industrial scalable process and competitive cost Energy booster for any graphite anode and LFP, NCA, NMC + batteries Stage Pilot ope
Slide 14: Conductive additives
Conductive additives Primarily for use in cathodes For personal use only Widely used across a range of battery types to boost electrical conductivity in electrodes Advantages High conductivity, low production CO2, ultra-fine size Lowers carbon black in Li-ion cathodes and can boost hard carbon perfo
Slide 15: Recycled graphite anode
Recycled graphite anode Potential Talnode®-Si precursor and other battery materials For personal use only Increased importance on recycled battery material by EU legislators and customers Advantage Value-adds to Talga purification and process technology Reduces raw material dependence, lowers CO2 St
Slide 16: Graphene additives
Graphene additives Talphite®, Talphene®, Talcoat® For personal use only Opportunities to derive further commercial gains from Vittangi and diversify markets Advantages Low-cost scalable production of graphene products Strengthens, lightens and adds conductive functionality to concrete, coatings, pla
Slide 17: Upcoming milestones
Upcoming milestones For personal use only Finalisation of mine environmental permit Finalise finance and strategic partners for Vittangi Anode Project FID Finalise offtakes for Talnode®-C and other products Commercial plans, funding and customer/partners for Talnode®-Si 16
Slide 18: Corporate overview
Talga Kiruna Luleå Corporate overview Osaka For personal use only Capital Structure Major shareholders Stockholm Market Capitalisation $229.8M Pentwater Capital Management 4.2% Mark Thompson – M Director 3.8% Listed Shares 379.8M UniSuper 3.1% Rudolstadt Cambridge Unlisted Options 13.4M1 Yandal Inve
Slide 19: Offices and contact details
For personal use only Sweden United Kingdom Talga AB & Talga Battery Metals AB Talga Technologies Limited Södra Kungsgatan 5B Conqueror House 972 35 Luleå, Sweden Chivers Way t: +46 (0) 10-303 71 00 Histon, Cambridge, CB24 9ZR, England e: kontakt@talga.se t: +44 1223 420416 e: info.uk@talgagroup.com
Slide 20: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) For personal use only Nunasvaara (JORC 2012) 2,260,140 24.1 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 21: 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 22: 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