Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Shareholder Meeting (November 2017)
33 slides from Talga's shareholder meeting presentation, Nov 24, 2017
Slide 1: Presentation for Annual General Meeting
http://www.talgaresources.com/irm/PDF/1455/KiskamaIOCGProjectDrillingResults 24 November 2017 ASX:TLG Presentation for Annual General Meeting For personal use only Talga Resources Ltd Technology minerals company, Talga Resources Ltd (“Talga” or “the ABN 32 138 405 419 Company”), is pleased to provid
Slide 2: Annual General Meeting
ASX: TLG For personal use only TALGA RESOURCES Annual General Meeting 24th of November 2017 | Perth, Australia unearthing tomorrow
Slide 3: Forward Looking Statements & Disclaimer
FORWARD LOOKING STATEMENTS & DISCLAIMER For personal use only This presenta@on 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 explora@on and development strategy to recipients (“Recipient”)
Slide 4: 2016-17 A Transformative Year
ANNUAL GENERAL MEETING 2016-17 A Transformative Year For personal use only ‣ Graphene product business strategy implemented ‣ Crea@on of Cambridge product development team & facili@es ‣ Industry partnerships include global leaders in product sectors ‣ German processing plant con@nues successfully sc
Slide 5: Corporate Snapshot
CORPORATE SNAPSHOT FINANCIAL INFORMATION SHARE PRICE PERFORMANCE For personal use only Share price (ASX code TLG) (23-November-17) Share price (A$) 12 months Volume (m) A$0.575 52 week low / high A$0.26 / A$0.915 Shares outstanding1,2 202.4m Market CapitalisaPon A$116.4m Cash (30-Sep-17) A$16.2m Deb
Slide 6: Board and Management
BOARD AND MANAGEMENT Substantial commercialisation experience with some of Australia’s best known innovation and development projects For personal use only Terry SPnson Mark Thompson Grant Mooney Steve Lowe Ola Mørkved Rinnan Non-ExecuPve Chairman Managing Director Non-ExecuPve Director Non-ExecuPve
Slide 7: Talga Opportunity
TALGA OPPORTUNITY Technology minerals company commercialising the worlds highest grade natural graphite For personal use only project to mass produce graphene and related products ‣ Own 100% of a unique and large graphite source in @er 1 mining and technology Talga raw ore materials des@na@on - Swed
Slide 8: Talga Operations
TALGA OPERATIONS Vertically integrated operations provide economic advantages For personal use only 1. Upstream Source ‣ 100%-owned graphite project near Kiruna in Northern Sweden ‣ World’s highest grade graphite resource (JORC/NI43-101) ‣ Unique ore able to be used directly as anode in electrochemi
Slide 9: Talga Owns Top Graphite Resources
TALGA OWNS 3 OF THE WORLD’S TOP 10 GRAPHITE RESOURCES* Average Grade of Graphite Resource (graphi@c carbon C%) For personal use only ‣ Talga has pipeline of high grade graphite deposits where nature has paid for the crystallising of the carbon ‣ Largest graphite resources in Europe ‣ Lower eco-footp
Slide 10: Upstream Source: Unique Graphite Ores
UPSTREAM SOURCE: UNIQUE GRAPHITE ORES 100%-owned upstream asset which is the world’s highest grade JORC/NI43-101 For personal use only graphite mineral resource ‣ Talga flagship ViTangi graphite project located 20km east of LKAB’s iron ore mine and railhead at Svappavaara, Sweden ‣ World’s highest gr
Slide 11: Geology Advantage
GEOLOGY ADVANTAGE Ore blocks are conductive enough to use as electrodes without processing For personal use only 10
Slide 12: Talga Operations Summary on Video
TALGA OPERATIONS SUMMARY ON VIDEO For personal use only For video see hTps://youtu.be/G7dndP7NGco 11
Slide 13: What is Graphene?
WHAT IS GRAPHENE? Graphene is an extraordinary material whose commercialisaPon pathway has been For personal use only constrained only by volume and cost of producPon, not applicaPons. ‣ Graphene is the thinnest substance ever made - atomic layers of crystalline carbon which cons@tute graphite ‣ Whe
Slide 14: Market Opportunity for Graphene
MARKET OPPORTUNITY FOR GRAPHENE In addition to raw materials, Talga is focused on the manufacture and commercialisation of targeted products across 4 key industry sectors For personal use only Energy storage TalpheneTM Carbon fibre ConstrucPon addiPves (baleries) enhanced coaPngs composites/resins Ad
Slide 15: Product Development Roadmap
PRODUCT DEVELOPMENT ROADMAP “Technology Readiness Level” reflects where the product is in the process towards validation For personal use only INDUSTRY PARTNER Product FormulaPon Talga’s first Laboratory Partner End Use SpecificaPon Development Proof of Concept ValidaPon ValidaPon ValidaPon VALIDATION
Slide 16: Product Development
PRODUCT DEVELOPMENT Talga has in-house ‘value added’ product development capabilities – starts with internal For personal use only prototype testing followed by external validation with end users Product Development Partners ‣ Talga’s product development team collaborates with industry ‣ Talga’s UK
Slide 17: Coating Product - Anti Corrosion
COATING PRODUCT - ANTI CORROSION In ASTM-standard salt exposure tests Talga graphene formulation improves performance For personal use only over chrome-containing reference Aver 1,500hrs accelerated corrosion (salt spray) Commercial chrome- Pre-treatment containing reference coated Standard ASTM B11
Slide 18: Coatings Product Deal - Chemetall
COATINGS PRODUCT DEAL - CHEMETALL Talga is advancing higher performance coatings with graphene as eco-friendly alternative to chromium, zinc and copper for giant global coatings market For personal use only ‣ Joint Development Agreement (“JDA”) with Chemetall, a global business unit of BASF Coa@ngs
Slide 19: Coating Products - Epoxy Resin-Based Coatings
COATING PRODUCTS - EPOXY RESIN-BASED COATINGS For personal use only Positive initial test results of epoxy coatings formulated using Talga’s graphene and dispersion technology Successful first stage test-work completed on two-pack epoxy polymer resins for the Tensile TesPng Graph large volume marine
Slide 20: Coating Products - Epoxy Market
COATING PRODUCTS - EPOXY MARKET More than coatings - Epoxy resins are used widely across industry in many adhesives, For personal use only electronic insulations and carbon fibre reinforced plastics (composites) Global market ProtecPve CoaPngs ApplicaPons Demand Boost Key Players Epoxy sector consum
Slide 21: Composites Products
COMPOSITES PRODUCTS Stronger epoxy resins for carbon fibre composites in aerospace and automotive For personal use only ‣ Graphene addi@ves are demonstrated to make epoxy resin systems stronger, lighter or more func@onal (conduc@ve) ‣ Epoxy resins is used to make carbon fibre composites, a lightweigh
Slide 22: Graphene Aerospace Products
GRAPHENE AEROSPACE PRODUCTS Lighter, stronger, multi-functional components increase range For personal use only and decrease emissions/km travelled STRONGER MULTIFUNCTION SCREENS LIGHTNING PROTECTION COMPOSITE BLADES ANTI-CORROSION COATINGS THERMAL PASTES LIGHTER WIRES STRONGER LIGHTER CARBON FIBRE
Slide 23: Energy Products – Lithium Ion Batteries
ENERGY PRODUCTS – LITHIUM ION BATTERIES Talga is positioning to supply higher performance/lower cost conductive additives and For personal use only materials for Li-ion, flow and alkaline batteries with more eco-friendly manufacturing ROLL-TO-ROLL MANUFACTURE OF LI-ION BATTERY ELECTRODES Global mark
Slide 24: European Battery Gigafactories
EUROPEAN BATTERY GIGAFACTORIES Talga placed to supply fast growing battery supply chain in Europe For personal use only TALGA Co-Cu PROJECTS, SWEDEN NORTHVOLT, SWEDEN ‣ Global balery manufacturing capacity set JOHNSON MATTHEY POLAND to double by 2021 TESLA GIGAFACTORY, EUROPE (PROPOSED) GLENCORE COB
Slide 25: Process Advantage - Batteries
PROCESS ADVANTAGE - BATTERIES Talga’s patent pending technology liberates For personal use only conductive material from raw graphite ore, skipping processing steps required by peers higher performance with less manufacturing steps = lower eco-impact Unmilled Talga graphite shows promising results o
Slide 26: New Battery Programs
NEW BATTERY PROGRAMS UK automotive industry, Electrical Vehicle legislation and the ‘Faraday Challenge’ For personal use only ‣ 814,000 people are employed by the UK automo@ve industry ‣ UK legisla@on to ban petrol and diesel cars by 2040 ‣ ‘Faraday Challenge’ - UK government’s £246m commitment, ove
Slide 27: Talga and the 'Faraday Challenge'
TALGA AND THE ‘FARADAY CHALLENGE’ Talga participated in several consortia-led battery research applications under the For personal use only UK Government’s £246 million ‘Faraday Challenge’ funding program. ‣ Applica@ons covering a total of 3 research programs ‣ Talga being the lead in two programs a
Slide 28: Construction Products - Concrete
CONSTRUCTION PRODUCTS - CONCRETE Talga’s succesful trial of thermally conductive concrete shows promise with a fast growing and potentially bulk volume market For personal use only Graphene added to concrete enables electrical or thermal conduc@vity ApplicaPons: powerline heat dissipa@on, underfloor
Slide 29: Construction Products - Concrete
CONSTRUCTION PRODUCTS - CONCRETE High strength concrete For personal use only Graphene added to concrete improves strength Talga Reference Concrete Concrete High strength concrete bridge, Sweden ApplicaPons include high rise buildings, road and rail infrastructure UrbanisaPon and requirements for lo
Slide 30: Summary - Talga Opportunity
SUMMARY - TALGA OPPORTUNITY Technology minerals company commercialising mass produced graphene and products For personal use only Poten@al best-margin, large-volume supplier of Rapidly transi@oning graphene and Substan@al towards mone@sa@on, maiden commercialisa@on experience revenues commenced in 2
Slide 31: Company Directory
COMPANY DIRECTORY Talga Resources Ltd has subsidiaries in UK, Sweden and Germany 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
Slide 32: Appendix and Statements
APPENDIX AND STATEMENTS Competent Person’s Statements The informa@on in this document that relates to explora@on results is based on informa@on compiled by Amanda ScoT, a Competent Person who is a Member of the Australian Ins@tute of Mining and For personal use only Metallurgy (Membership No.990895)
Slide 33: Graphite JORC Resources and Exploration Targets
GRAPHITE JORC RESOURCES AND EXPLORATION TARGETS Nunasvaara JORC (2012) Mineral Resource (17% Cg cut-off) Talga Graphite Exploration Targets 2 0-100m Depth JORC 2012 Graphite For personal use only Tonnes Exploration Tonnes (0-100m Vertical Graphite Classification (%Cg) Project Target Depth) (% Cg) In
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