Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Investor Presentation (April 2014)
30 slides from Talga's investor presentation, Apr 14, 2014
Slide 1: Talga Resources Ltd Investor Presentation
For personal use only TALGA RESOURCES Talga Resources Ltd Investor Presentation 14 April 2014 ASX: TLG
Slide 2: Forward Looking Statements and Disclaimer
Cover; close up of drillcore from Nunasvaara graphite deposit, field of view approximately 5cm. Forward Looking Statements and 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 o
Slide 3: Executive Summary
Executive Summary ‣ Talga Resources Ltd (“Talga”) is a mineral exploration & development company For personal use only listed on the Australian Stock Exchange (“ASX”) since July 2010. ‣ The Company wholly owns multiple graphite, iron ore and copper/gold deposits in Sweden and Australian gold assets.
Slide 4: Talga Resources Corporate Overview
Talga Resources Corporate Overview For personal use only Board of Directors Capitalisation Summary Keith Coughlan Non-executive Chairman Ordinary Shares 105.1M Unlisted Options1 3.75M Mark Thompson Managing Director Cash (at 31/3/2014) $1.9M Grant Mooney Non-executive Director Debt $0.0M Market Capi
Slide 5: What is Graphite?
What is Graphite? ‣ Graphite is a crystalline form of carbon that most commonly forms in nature when carbon-rich rocks undergo metamorphism For personal use only (pressure/temperature induced change). ‣ Graphite (the mineral) consists of parallel sheets of carbon atoms in a hexagonal lattice. The in
Slide 6: New Demand Driver
New Demand Driver 10x More graphite than lithium For personal use only in a Li-ion Battery. ‣ Graphite is a significant component of many types Internals of Li-ion Battery of battery, particularly Li-ion. ‣ Commonly there is 10x more graphite than lithium in a Li-ion battery anode. Raitajärvi flake
Slide 7: Price settling well above historic levels; exceeding trend
Price settling well above historic levels; exceeding trend. For personal use only 4 ACTUAL SEPT 2013 First ACTUAL MAR 2014 Column X X X X X X 14 13 13 12 Graphite prices now steady, with flake 50% higher and 13 Prices have exceeded forecasts since end of 2012 and amorphous 100% higher than long term
Slide 8: Talga's Graphite Projects
Talga’s Graphite Projects ‣ 100% ownership of five graphite projects with multiple For personal use only deposits offering the full range of market size specifications. ‣ Two advanced stage projects in the development pipeline. These are drilled to JORC Indicated status and preliminary economic stud
Slide 9: 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 10: Logistics Advantages
Logistics Advantages Road through Nunasvaara project ‣ Talga’s projects located proximal to high quality sealed roads and open-access heavy haulage railway with direct link to For personal use only Europe markets. No shipping required. ‣ Major cost advantage on delivery compared to shipments from ot
Slide 11: Talga projects proximal to established mining, milling and transport infrastructure
Talga projects proximal to established mining, milling and transport infrastructure To Narvik For personal use only Magnetite Concentrator Magnetite Concentrator se d Railway Kiruna magnetite mine and mill owned by LKAB. Propo Photo©Fredric Alm/LKAB Extension Magnetite Magnetite Concentrator Concent
Slide 12: Vittangi Project - Nunasvaara Graphite
Vittangi Project - Nunasvaara Graphite ‣ World’s highest grade JORC/NI43-101 resource1of (ASX:TLG 8 Nov 2012) 7.6Mt @ 24.4% graphite (“Cg”) (see appendix). For personal use only ‣ Resource mineralisation from surface to 165m depth and remains open. Average true width 20m over 1.2km strike and remain
Slide 13: Growth potential and logistics advantages
Growth potential and logistics advantages For personal use only ‣ Graphite unit is mapped by Swedish Kiruna Iron Mine Geological Survey over at least 15km strike. 100% controlled by TLG. Svappavaara Iron Mine ‣ Sampling by Talga of the outcropping Railhead unit averaged 26.2% Cg with grades up to 46
Slide 14: Graphene Production Option
Graphene Production Option On 19 Feb 2014 Talga announced exceptional results from graphene testwork on Nunasvaara graphite. Key conclusions of the testwork include: For personal use only ‣ Unoxidised graphene can be directly and graphite Concentrator rapidly liberated from unprocessed, concentrate
Slide 15: Graphene Development
Graphene Development ‣ Quality of graphene produced is outstanding For personal use only and comparable to graphene made from synthetic routes (>99.9% C precursors). ‣ Next stage tests will confirm graphite/ graphene yields, particle size/distribution, graphite recovery/purity, process upscalability
Slide 16: Graphene Market
Graphene Market Growing fast, massive research and development funding ‣ Exponential growth apparent in graphene patents a proxy for For personal use only growing use. ‣ Market in infancy thus predictions of the value of graphene markets range widely from approximately $140M to more than $1B dependi
Slide 17: Graphene Supply Chain
Graphene Supply Chain Talga has major and unique potential in low cost bulk supply. For personal use only Raw Graphite Graphite Ore Talga Resources Purified Graphite Concentrate Mason Graphite Diagram adapted from source http://www.graphenetracker.com/invest/ 17
Slide 18: Graphene Summary
Graphene Summary For personal use only Unique deposit Ultra-high grade deposit ore contains unique properties of grade and with raw ore minerals that enable a true direct-from-ore one stage process to liberate both high quality graphene and graphite. option Process is simple, environmentally friendl
Slide 19: Raitajärvi Graphite Project
Raitajärvi Graphite Project RAITAJÄRVI S e Gr RESOURCE al id ed Po Hi we gh r w ‣ Advantageously located 2km from the Överkalix - ay For personal use only Övertorneå Highway and grid power, 25km to EM anomaly/Graphite Unit town and railway, 130km to port. ‣ Current total JORC 2004 resource1 of 4.3Mt
Slide 20: Piteå Jumbo Flake Project
Piteå Jumbo Flake Project ‣ 3 historic drillholes targeting base metals For personal use only ay ilw Luleå Town intercepted coarse flake graphite within a 4 x 1km Ra and Port EM anomaly. Rai lwa y ‣ 80% of flake graphite at Piteå exceeds 300 µm Piteå Town size i.e. 80% +50 mesh, aka “jumbo”. and Por
Slide 21: Talga's Graphite Development Advantages
Talga’s Graphite Development Advantages ‣ Highest grade JORC/NI43-101 graphite resource in world. For personal use only ‣ Located on road and rail routes to major markets. ‣ Advanced stage PEAS underway; further major drilling not required. ‣ Low cost capex and bottom of production cost curve expect
Slide 22: Divestment Projects - Iron Ore
Divestment Projects - Iron Ore Talga is divesting all non-core projects to focus on graphite. For personal use only The most advanced divestment project is Masugnsbyn and additional JORC resources1 exist at Vittangi. Total JORC resource1 inventory of 236Mt @ 30.7% Fe, with further growth targets def
Slide 23: Divestment - Kiskama Cu/Au
Divestment - Kiskama Cu/Au Large Iron Oxide Copper-Gold (“IOCG”) mineralisation system. Pre-1992 drilling by government agencies included 101 drillholes for For personal use only 13,836m. Only 27% assayed for Cu and less than 2% assayed for Au. Significant shallow, wide intercepts of copper-gold inc
Slide 24: Kiskama Historic Drill Intercepts
Kiskama Historic Drill Intercepts Significant shallow, wide intercepts of copper-gold revealed including: For personal use only 42m at 0.49% Cu, 0.07g/t Au from 20m depth incl 10m at 1.23% Cu, 0.16g/t Au from 45m (hole 80004) 21m at 1.02% Cu, 0.25g/t Au from 16m depth incl 6m at 1.98% Cu, 0.54g/t Au
Slide 25: Kiskama Cross-Sections
For personal use only Kiskama Cross-Sections
Slide 26: Divestment Project - Gold
Divestment Project - Gold The company wholly owns multiple gold projects in Australia which consist of early to For personal use only advanced exploration-stage projects with very high grades of gold in surface sampling and drilling. Highlights to date include drilling intercepts of 7m @ 14.4g/t Au
Slide 27: Contact
Wimmer&Financial& Disclaimer!! To get further information or register interest in a For personal use only divestment project contact: Mark Thompson - Managing Director 1st Floor, 2 Richardson St West Perth WA 6005 Australia Tel +61 89481 6667 admin@talgaresources.com www.talgaresources.com ASX: TLG
Slide 28: Appendices: Talga Asset Structure and JORC (2004) Resources
Appendices Talga Asset Structure and JORC TALGA RESOURCES LTD (2004) Resources* 1 Note: This information was prepared and first disclosed under the JORC code 100% For personal use only 2004. It has not been updated since to comply with the JORC code 2012 on the basis that the information has not mat
Slide 29: Appendices: Graphite size classification and prices
Appendices Graphite size classification. Common natural graphite concentrate product sizes, grades and prices For personal use only Size Size Purity Quote Trade Name microns US Mesh Size (microns) US Mesh % C US $/tonne Amorphous/Ultrafine <10 na 300+ 50+ 94-97 >1700 Amorphous/Fine 10-75 -200 94-97
Slide 30: References & Qualified Persons
References & Qualified Persons For personal use only 1 Resource Note: All Talga owned resources referred to in this report are based on information prepared and first disclosed under the JORC code 2004. They have not been updated since to comply with the JORC code 2012 on the basis that the informat