Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Raw Materials Group Conference, Stockholm, November 2012
34 slides from Talga's conference presentation, Nov 27, 2012
Slide 1: Iron and Graphite Projects Presentation
For personal use only Iron and Graphite Projects Presentation TALGA Raw Materials Group Conference Stockholm, Sweden November 2012 RESOURCES
Slide 2: Forward Looking Statements & Disclaimer
Forward Looking Statements & 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 of its current prospects and proposed exploration and development strategy to recipients (“Recipient
Slide 3: Sweden Project Highlights
Sweden Project IRON Large landholding in Kiruna iron mining district, with multiple Highlights deposits defined by historic drilling. For personal use only Current total JORC indicated+inferred iron resources Masugnsbyn Global Resource Estimate (20%Femag cut-off) Oct 2012 containing 26.01 million ton
Slide 4: Company Introduction
Company Introduction For personal use only Talga is an Australian Stock Exchange (“ASX”) listed company with ticker code TLG. IPO in 2010 $5m on gold assets in Australia. TLG Teck Resources Ltd NYSE: TCK In 2011 staked permits for graphite in Sweden. In June 2012 purchased 100% of Teck Resources 100
Slide 5: Corporate Overview
Corporate Overview ASX Ticker/Code TLG Board Shares 53.30 Million For personal use only Options (unlisted/employee) 1.1m @ 20c expiring 16 Dec 2012 Sean Neary 4.85 Million 2.75m @ 40c expiring 30 Nov 2014 B.Ec, M.Law (Tax), CPA plus various employee options Chairman & Market Capitalisation Non-Execu
Slide 6: Advantages of North Sweden
Advantages of North Sweden For personal use only Mineral Endowment - world class deposits of iron ore, copper/gold and graphite but under-explored on a world basis. Infrastructure - High quality public access rail, road and ports with spare capacity and government support for expansion. Stable quali
Slide 7: Established and Quality Road, Rail and Power
Established and Quality Road, Rail and Power High quality network of heavy duty railway to multiple ports in Sweden and Norway For personal use only Trains are electrified, taking advantage of Sweden’s low cost power supply and can generate power into grid on downhill run. Railway use governed by Sw
Slide 8: Largest dry bulk handling port in Sweden
Largest dry bulk handling port in Sweden Port of Luleå, Sweden. Current draught 11.8m and 30m fairway (DWT 55,000 - “Panamax”) For personal use only Deepening to 15.0m and 50m fairway in 2016 (“Baby-Capesize”) Current annual turnover ~ 9Mt. Quay length up to 770m available; Spare Capacity; available
Slide 9: Port of Narvik, Norway
Port of Narvik, Norway Exporter 2011 2015 2020 190Km from Talga projects on rail For personal use only LKAB 18Mt 28Mt 34Mt Deep water, ice-free (Cape Size) port currently exporting iron ore from LKAB. Northland 0 5 7 Expansions planned Others 0 0 9 Northlands new loading terminal Total 18Mt 33Mt 50M
Slide 10: North Sweden contains some of largest mines in Europe
North Sweden contains some of largest mines in Europe Kiruna District Kiruna, 25km west of Talga’s Nunasvaara project, is an magnetite iron ore deposit being mined to -1,000m depth by For personal use only state owned LKAB Other mines in region are Boliden’s Aitik Cu-Au open cut mine milling 34Mt/an
Slide 11: Talga's Sweden Iron Projects
Talga’s Sweden Iron Projects For personal use only Multiple 100% owned iron deposits between operating mines and adjacent to high quality transport & power supplies. Skarn magnetite style iron ore has potential for low cost beneficiation and high-grading. Recent drilling has intersected zones of vis
Slide 12: Masugnsbyn Project
Masugnsbyn Project - >35% Femag Junosuando Iron Deposit For personal use only 30-35% Femag Skarn style magnetite discovered and mined from 1644. Last drilled by SGU in 1960-70’s. 25-30% Femag Masugnsbyn Global Resource Estimate @ 20%Femag cutoff Oct 2012 20-25% Femag Tonnes Magnetite Contained Classi
Slide 13: Junosuando Iron Deposit - Video
Junosuando Iron Deposit - Video For personal use only >35% Femag 30-35% Femag 25-30% Femag 20-25% Femag <20% Femag
Slide 14: Vittangi exploration target ranges
For personal use only Tonnage Grade Range Exploration Target1 Range (Mt) (%Femag) Jänkkä 5-22 24-30 Kuusi Nunasvaara 14-43 22-34 Nunasjärvenmaa 7-11 31-40 Mänty Vathanvaara 7-10 30-34 Sorvivuoma 12-26 36-40 Vathanvaara 16-33 34-50 Total 0-100m depth 61-145 29- 37
Slide 15: Vittangi Iron Targets
For personal use only Vittangi Iron Targets Vittangi Iron Project - Summary of selected historic drillhole iron intercepts. East North Hole From To Interval Exploration Target Hole ID Azi Dip % Femag (RT90) (RT90) Depth (m) (m) (m) (m) Jänkkä Jank 71001 1733109 7521322 161 112 -60 46 98 52 26.6 Kuus
Slide 16: Vittangi Iron Targets
For personal use only Vittangi Iron Targets
Slide 17: Sweden Graphite Projects
Sweden Graphite Projects Multiple 100% owned high-grade graphite deposits For personal use only adjacent to high quality transport solutions, infrastructure and low-cost power in a Top mining jurisdiction Includes highest grade resource in world and 2nd largest contained graphite resource in world.
Slide 18: What is Graphite?
What is Graphite? For personal use only Strategic mineral form of carbon with very high melt point (>3600oC) and very high conductivity with low expansion rate Two main natural graphite forms: microcrystalline (amorphous) and macrocrystalline (flake). Natural and synthetic graphite market worth tota
Slide 19: New Demand Driver
New Demand Driver Graphite is a significant component of Lithium ion For personal use only (Li-ion) batteries. Commonly there is 10x more graphite than lithium in a battery. The Li-ion battery industry is growing in a carbon conscious-world; fuel cells, cars, phones, trains, wind and green power sto
Slide 20: Why Graphite is Rising?
Why Graphite is Rising? World Natural Graphite Production Graphite prices risen strongly since 2005 For personal use only CHINA Underinvested industry with consumers wanting reliable, timely and high quality supply outside of China REST OF WORLD World natural graphite supply is 80% from China Graphi
Slide 21: Nunasvaara Graphite Deposit
Nunasvaara Graphite Deposit Nunasvaara Mineral Resource Estimate (10% Cg cut-off grade) Nov 2012 For personal use only Tonnes Graphite Contained Classification (Mt) (%Cg) Graphite (tonnes) Indicated 5.6 24.6 1,377,600 Inferred 2.0 24.0 480,000 Total 7.6 24.4 1,857,600 Highest grade graphite resource
Slide 22: Nunasvaara Graphite Deposit - Video
Nunasvaara Graphite Deposit - Video For personal use only >25%Cg 20 - 25%Cg Robust high grade 15 - 20%Cg 10 - 15%Cg 22
Slide 23: Nunasvaara 2012 infill drilling
1736050mE 1736100mE 1736150mE 7523550mN 7523600mN NUS12 34 2012 Drilling Completed 007 44429 4 N UU U U S1 20 06 Costean 03 U U .2 .7 133.4 1183.8 25.6 31.0 34.7 29.8 29.8 21.2 32.0 32.9 32.8 351.1.2 m 23.8 26.7 0.2 0.2 0.2 0.3 20.1 10 36 4 0.6 6 0. 33m at 19.9% Cg For personal use only 1 8 1. inclu
Slide 24: Expansion Potential
Expansion Potential For personal use only Talga’s reconnaissance rock geochemistry program completed in Q3 included 49 samples focussed on the graphite unit along strike from Nunasvaara. Assay results include spectacular grades up to 46.7% graphitic carbon (“Cg”) with an average grade of 26.2% Cg ac
Slide 25: Graphite Deposit Peer Comparison
Graphite Deposit Peer Comparison 30 For personal use only 24 NUNASVAARA Resource Grade %Cg 18 LAC GUERET LAC KNIFE 12 KOOKABURRA GULLY KRINGEL ULEY KAMBALE 6 KEARNEY BISSETT CK 0 0 0.5 1 1.5 2 2.5 Contained Graphite (Mt) Notes: - Published JORC Code and/or NI43-101 Mineral Resource estimates up to 8
Slide 26: Graphite Company Peer Comparison
Graphite Company Peer Comparison Published “NI43-101 or JORC Code” Mineral Resource Estimates For personal use only Million Grade Cut-off Contained Market Cap Company Deposit Tonnes %Cg %Cg Tonnes Cg US$M Mason Resources Lac Guéret 10.4 19.3 4 2,007,200 35-45 Talga Resources* Nunasvaara 7.6 24.4 10 1
Slide 27: Raitajärvi Graphite Deposit
Raitajärvi Graphite Deposit For personal use only Current Raitajärvi JORC Mineral Resource @ 5% Cg cut-off. 3000m strike target Tonnes Graphite Contained Graphite conductors Classification (Mt) (%Cg) (tonnes) Inferred 0.5 10.8 54,000 Historic drilling, trenching and metallurgy reveals coarse flake Ra
Slide 28: Raitajärvi flake graphite
Raitajärvi flake graphite % of deposit Average Graphite Flake Size 40 For personal use only Excellent coarse flake distribution (See Appendix 2). 49% of deposit +80 mesh size flake 11% of deposit +400 micron size flake (“jumbo”) 30 Ranges up to 1.2mm flake size (“super-jumbo”). Preliminary flotation
Slide 29: Exploration Graphite Projects
Exploration Graphite Projects Talga owns multiple graphite projects with operational For personal use only synergies Advanced stage microcrystalline and coarse flake graphite deposits are defined by historic drilling, trenching and geophysics Exploration Tonnage Range Grade Range Project Target (Mt)
Slide 30: Jalkunen Graphite Project
Jalkunen Graphite Project For personal use only Multiple conductors and graphite intercepted in historic drilling Intercept highlights at different prospects include: Lautakoski 45m @ 19.4% Cg and 9m @ 35.0% Cg Jalkunen 51m @ 15.4% Cg Tiankijokki 26m @ 27.7% Cg Graphite flake size range <0.05 - 0.4 m
Slide 31: 2012 and 2013 Deliverables
2012 Deliverables TCL Sweden Ltd option and acquisition For personal use only Drilling Nunasvaara Graphite Drilling Masugnsbyn iron ore Nunasvaara graphite drilling results Nunasvaara new resource estimate Indicated Masugnsbyn new iron estimate Indicated Commence scoping studies Dec Strategic and off
Slide 32: Contact
ASX:TLG • To invest in Talga Resources For personal use only • Partner on a project • Seek further information Contact Managing Director Mark Thompson 1st Floor, 2 Richardson St West Perth WA 6005 Australia Tel +61 8 9481 6667 admin@talgaresources.com www.talgaresources.com Talga Mining Landschef -
Slide 33: Appendices
Appendices Appendix 1. Nunasvaara - 2012 Drill hole Intercepts East North Hole From To Interval Est. True % Hole ID Azi Dip (RT90) (RT90) Depth (m) (m) (m) (m) Width (m) Graphite For personal use only NUS12001 1736020 7523809 63.45 90 -44 17.4 42.3 24.8 22 24.9 NUS12002 1736014 7523738 110.05 55 -61
Slide 34: References & Qualified Persons
References & Qualified Persons For personal use only 1 Exploration Targets: The estimates of exploration target sizes in this announcement are in accordance with the guidelines of the JORC Code (2004) and should not be misunderstood or misconstrued as estimates of Mineral Resources. The potential qu
Talga Resources — Raw Materials Group Conference, Stockholm, November 2012 on 6ix