Talga Group Ltd. · ASX:TLG
Talga — Shareholder Meeting (November 2022)
33 slides from Talga's shareholder meeting presentation, Nov 24, 2022
Slide 1: Annual General Meeting
For personal use only 24/11/2022 Talga Group Ltd Annual General Meeting 1 © Talga Group Ltd, November 2022
Slide 2: Integrated graphite and technology Company
Integrated graphite and technology Company For personal use only Talga is an emerging battery and advanced material manufacturer, building a supply chain critical to a more sustainable world The company is differentiated by full vertical integration, unique mineral sources and in- house production t
Slide 3: Our Mission
Our Mission For personal use only to enable the world’s most sustainable batteries and consumer products through innovative graphitic materials
Slide 4: Our Operations
Kiruna Our Operations Luleå For personal use only Osaka Perth, Australia Stockholm Group head office Luleå & Kiruna, Sweden Rudolstadt Anode production & graphite deposits Cambridge Cambridge, UK Product and R&D technology center Rudolstadt, Germany Production process pilot facility & EU customer ne
Slide 5: Europe's first Li-ion battery anode plant
Europe’s first Li-ion battery anode plant For personal use only Talga’s Electric Vehicle Anode plant (EVA) in Sweden is the first to make fully coated graphite Li-ion battery anode in Europe Large-scale sample production for auto customer qualification process Proprietary in-house process and produc
Slide 6: Talga Electric Vehicle Anode Plant
Talga Electric Vehicle Anode Plant For personal use only
Slide 7: Europe's largest natural graphite resources
Europe’s largest natural graphite resources Pic with For personal use only hugo Multiple high grade graphite deposits underpin Talga’s Swedish Anode Project Natural graphite is EU Critical Raw Material Vittangi Graphite Project Mineral Resource currently 30.1Mt @ 24.1% Cg 7.2Mt of contained natural
Slide 8: Vittangi Trial Mine Operation
For personal use only Trial Mine Open Pit Primary Crushing Ore Stockpile Pit Backfilling Vittangi Trial Mine Operation Sep 2022 Trial Mine Rehabilitation Oct 2022
Slide 9: Environment and Community
Environment and Community For personal use only Talga is committed to operating sustainably Team of environmental scientists ensures best practice, monitoring and rehabilitation Full time Community Liaison Coordinator engages locally in Vittangi and Luleå Ongoing dialogue with stakeholders including
Slide 10: Environmental monitoring and trial mine open days
For personal use only Enviro and Project Staff Dust sampling point Trial Mine Open Days Environmental monitoring ‘Smart’ water monitor bore
Slide 11: In-house battery & material technology
In-house battery & material technology For personal use only Talga Anode UK in Cambridge has team of in-house material scientists and substantial battery/advanced material laboratory Enables Talga to develop own products and next generation battery technologies Expanding Talga’s product portfolio, p
Slide 12: Talga's in-house battery and material labs
Talga’s in-house battery and material labs For personal use only
Slide 13: Processing technology development and trials
Processing technology development and trials For personal use only German advanced pilot processing facility to scale up material trials and output samples Piloting and scaling up Talnode®-Si for fast tracked commercialisation Production of graphene and graphite for advanced materials R&D programs C
Slide 14: Talga's German process and material labs
Talga’s German process and material labs For personal use only
Slide 15: Suite of European battery and advanced materials
Suite of European battery and advanced materials Diverse range of battery and advanced materials produced from Swedish natural graphite For personal use only Refining & Advanced Talga Customer Mining Processing Processing Products Applications Swedish Natural TLG Process Talphite® Talnode®-C Graphit
Slide 16: Talga Natural Graphite Anode: Talnode-C
Talga Natural Graphite Anode: Talnode®-C For personal use only Energy Density High energy density for increased range or lighter weight Faster Charging Fast charge rate and higher regen-braking energy recovery Lower Cell Resistance High conductivity decreases thermal build up, improves safety Cold P
Slide 17: Talga Silicon Anode: Talnode-Si
Talga Silicon Anode: Talnode®-Si For personal use only Silicon-carbon composite additive for high energy density anodes ‘Drop-in’ additive to existing commercial graphite anode Additive is ~50% silicon combined with Talga graphite and graphene Customer chooses blending ratio to achieve targeted ener
Slide 18: Conductive additives for batteries
24/11/2022 Conductive additives for batteries For personal use only Widely used across a range of battery types to boost electrical conductivity and improve battery performance Succesful study completed to assess technical and commercial feasibility Talga conductive additive currently undergoing Tie
Slide 19: Graphene Product Development
Graphene Product Development For personal use only Talphene® products expand Talga’s addressable markets Opportunities to derive further efficiency and commercial gains from Vittangi R&D on graphene in concrete via Talcrete® and other related materials, focusing on increased strength and conductivit
Slide 20: Recycling to produce new Talga products
24/11/2022 Recycling to produce new Talga products For personal use only Recycling or repurposing graphite anode has sustainability benefits while also diversifying commercial prospects EU has made ambitious legislative proposals on recycling battery metals As an organic material, graphite refined i
Slide 21: Right time, right place: European ambition
Right time, right place: European ambition For personal use only EU is exploring bold legislative actions to establish local supply chains critical to a low-carbon future Actions focus on low carbon industry and strategic autonomy Electric vehicles and battery production considered key to the Europe
Slide 22: Battery minerals and anode demand forecast
Minerals in Battery Forecast Battery Electric Vehicles Anode Demand For personal use only 300 8.0 250 6.0 200 (kg per vehicle) Million MWh 150 4.0 100 2.0 50 - Battery - Battery - Battery - Battery - Battery - Battery - Battery - Battery - - 2018 2016 2019 2017 2015 2028 2026 2029 2027 2037 2023 203
Slide 23: Graphite Battery Anode Pricing
Graphite Battery Anode Pricing For personal use only Rising demand for Li-ion battery demand Anode Price Assessment (DDP China spot basis) from EV production will continue to build pressure in the graphite anode supply chain Benchmark Mineral Intelligence has launched an anode price assessment to pr
Slide 24: Vittangi Anode Project
Vittangi Anode Project For personal use only Talga is building a fully integrated battery anode supply chain in Sweden Initial 19,500tpa of coated anode production from 2024 using renewable energy and high grade, responsibly extracted natural graphite from Talga’s Vittangi project 24 See: ASX:TLG 1
Slide 25: Swedish anode for the European green transition
Swedish anode for the European green transition For personal use only Graphite concentrate Precursor anode material Active anode material Mining and Concentration Shaping and Purification Coating Talnode® Li-ion Batteries Current Anode Supply Chain China/Africa China China/Korea/Japan Europe Norther
Slide 26: In preparation of commercial production
In preparation of commercial production For personal use only Commercial Talnode®-C production on target to commence in 2024 Vittangi Anode Project mine environmental hearing commencing 31 January 2023 A$32m Placement and SPP to advance Vittangi Anode Project development and support expansion activi
Slide 27: Looking ahead: Upcoming Milestones
Looking ahead: Upcoming Milestones For personal use only Further Vittangi graphite resource growth Commercial agreements: >20 battery and automotive customers have Talnode® in qualification and procurement processes Environmental permit decision for Vittangi mine to follow hearing in Q1 2023 Project
Slide 28: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 29: Corporate overview
Corporate overview For personal use only ASX:TLG (12 months) Capital Structure Market Capitalisation: $494.8M Listed Shares: 334.3M Unlisted Options: 11.1M (1) Cash as at 30 September 2022: $4.7M Capital raised in October 2022: $32.0M Major Shareholders Kinetic Investment Partners 4.8% Mark Thompson
Slide 30: Experienced Board and Management Team
Experienced Board and Management Team Strong technological and operational leadership with on the ground European presence For personal use only Board of Directors Terry Stinson Mark Thompson Grant Mooney Steve Lowe Ola Rinnan Non-Executive Chairman Managing Director & Founder Non-Executive Director
Slide 31: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources For personal use only Ore Reserve Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 Probable 2,260,140 24.1 Mineral Resources Tonnes Graphite (% Cg) Vittangi (JORC 2012) 30,100,000 24.1 Indicated 22,600,000 24.9 Inferred 7,500,000 21.8 Jalkunen (JORC 20
Slide 32: JORC Exploration Target
JORC Exploration Target For personal use only 2021 Exploration Target Vittangi Graphite Project 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 33: Competent Person Statements
Competent Person Statements For personal use only The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 27 May 2022 titled ‘Talga’s battery anode growth ambitions boosted with 54% graphite resource increase’. The Company confirms that it is not aware of any ne