Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Goldman Sachs Eighth Annual Small & Mid-Cap Conference 2017
32 slides from Talga's conference presentation, Apr 27, 2017
Slide 1: Talga Presentation at Goldman Sachs Eighth Annual Small & Mid-Cap Conference
http://www.talgaresources.com/irm/PDF/1455/KiskamaIOCGProjectDrillingResults 27 April 2017 ASX:TLG Talga Presentation at Goldman Sachs Eighth Annual Small & Mid-Cap Conference For personal use only Talga Resources Ltd Technology minerals company, Talga Resources Ltd (“Talga” or “the ABN 32 138 405 4
Slide 2: Investor Presentation - Goldman Sachs 8th Annual Small & Mid-Cap Conference
ASX: TLG For personal use only TALGA RESOURCES Investor Presentation Goldman Sachs 8th Annual Small & Mid-Cap Conference 27 April 2017 | Sydney 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: Introduction - What We Do
INTRODUCTION - WHAT WE DO Technology minerals company developing and commercialising the worlds highest grade For personal use only conductive graphite project to mass produce graphene and its carbon derivatives. ‣ Talga uniquely placed to own and op:mise the graphene supply chain ‣ Board and manage
Slide 5: Corporate Snapshot
CORPORATE SNAPSHOT FINANCIAL INFORMATION SHARE PRICE PERFORMANCE For personal use only Share price (ASX code TLG) (24-Apr-17) A$0.79 Share price (A$) 12 months Volume (m) 52 week low / high A$0.21/ A$0.79 Shares outstanding1,2 181.9m Market CapitalisaSon A$144m Cash (31-Dec-16) A$7.8m Debt (31-Dec-1
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 SSnson Mark Thompson Grant Mooney Steve Lowe Non-ExecuSve Chairman Managing Director Non-ExecuSve Director Non-ExecuSve Director Former Pr
Slide 7: Talga Difference
TALGA DIFFERENCE Technology minerals company developing and commercialising the worlds highest grade For personal use only conductive graphite project to mass produce graphene and its carbon derivatives. ‣ Poten:al to be the worlds largest volume, best margin supplier of graphene and Talga raw ore m
Slide 8: What Is Graphene?
WHAT IS GRAPHENE? Graphene is an extraordinary material with almost limitless potenSal uses. For personal use only It is altogether the lightest, strongest most conducSve material in the world. Graphene is the thinnest substance ever made: a single sheet of carbon atoms arranged in a hexagonal honey
Slide 9: Technology Advantage
TECHNOLOGY ADVANTAGE Concept demonstration of Talga exfoliating graphene direct from its Swedish graphite ore For personal use only For video see hSps://www.youtube.com/watch?v=xrp4NzIe-B8&feature=youtu.be 8
Slide 10: Talga Operations
TALGA OPERATIONS Vertically integrated carbon production operations based in Europe will provide a significant cost advantage. For personal use only 1. Upstream Source Talga Mining Pty Ltd Filial, Sweden ‣ 100%-owned flagship graphite project near Kiruna in Northern Sweden ‣ World’s highest grade gra
Slide 11: Upstream Source: Vittangi Graphite Project
1 UPSTREAM SOURCE: VITTANGI GRAPHITE PROJECT 100%-owned upstream asset which is the world’s highest grade JORC/NI43-101 For personal use only graphite mineral resource ‣ Talga flagship ViSangi graphite resource located 20km east of LKAB’s iron ore mine and railhead at Svappavarra, Sweden ‣ Wide, unif
Slide 12: Upstream Source: Vittangi Graphite Project (video)
1 UPSTREAM SOURCE: VITTANGI GRAPHITE PROJECT For personal use only For video see hSps://www.youtube.com/watch?v=q2Xmz7Buj3A 11
Slide 13: Midstream Processing: Test Processing Facility
2 MIDSTREAM PROCESSING: TEST PROCESSING FACILITY Talga successfully commissioned Phase II of its graphene processing facility in September 2016 and is producing graphene samples for several industrial customers For personal use only Test facility in Rudolstadt, Germany (process scale-up, R&D, indust
Slide 14: Process Advantage
PROCESS ADVANTAGE Talga’s patent pending technology produces graphene directly from unprocessed raw graphite ore, skipping intermediate pre-cursor purification steps required by peers For personal use only ‣ Talga uses its unique raw ore directly as an Talga Graphite Spheronised Graphite electrode i
Slide 15: Downstream: Product Development
3 DOWNSTREAM: 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 Research Partners ‣ Talga’s UK team, based in Cambridge, focuses on de
Slide 16: Strategy in Action: Roadmap for Coating Products
STRATEGY IN ACTION: ROADMAP FOR COATING PRODUCTS Talga’s most advanced product development highlights the Company’s ability to execute on For personal use only its strategy of targeting large end users and securing commercialisation agreements Academic Prototype IP Peer Industry Partner Product MONE
Slide 17: Market Opportunity for Graphene
MARKET OPPORTUNITY FOR GRAPHENE In addition to raw materials, Talga is focused on the manufacturing and commercialisation of targeted products across 4 key industry sectors For personal use only Construction addiSves Energy storage (baneries) TalpheneTM enhanced coaSngs Carbon fibre composites/resins
Slide 18: Construction Products
CONSTRUCTION PRODUCTS Thermally conductive concrete is a growing market which has potential to For personal use only be an early adopter of graphene enhanced products. ‣ Graphene added to cement can enable concrete to become electrically or thermally conduc:ve ‣ Applica:ons include heat dissipa:on f
Slide 19: Energy Products - Batteries
ENERGY PRODUCTS - BATTERIES Talga is positioned to supply higher performance and lower cost Li-ion, flow and alkaline batteries with lower manufacturing impact on environment. For personal use only ‣ Talga graphite is proven to make Li-ion baSery anodes with less processing steps and lower environme
Slide 20: Coatings Products
COATINGS PRODUCTS 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 ‣ In March 2017 Talga signed a Joint Development Agreement (“JDA”) with Chemetall, a global business unit of
Slide 21: Coating Product - Anti Corrosion
COATING PRODUCT - ANTI CORROSION In ASTM-standard salt exposure tests Talga graphene formulation improves performance over chrome-containing reference. Patent lodged and customer trials in progress. For personal use only COMMERCIAL CHROME- TALGA GRAPHENE CONTAINING REFERENCE PRE-TREATMENT COATED A+e
Slide 22: Composites Products
COMPOSITES PRODUCTS Carbon fibre and paint coating epoxy resins For personal use only ‣ Graphene has been demonstrated (through Talga partner Haydale) to make epoxy resin systems stronger, lighter or conduc:ve ‣ Epoxy resins are used to make carbon fibre, a lightweight material with growing volume us
Slide 23: Products - Energy, Coatings, Composites
PRODUCTS - ENERGY, COATINGS, COMPOSITES Graphene produces opportunity to deploy our products more widely than just batteries. Lighter components increase range and decrease emissions/km travelled For personal use only >2km ELECTRICAL WIRING >3b TIRES ANNUM >60kg >150 DIFFERENT HEATING/COOLING EQT EL
Slide 24: Commercialisation Partners to Accelerate Development
COMMERCIALISATION PARTNERS TO ACCELERATE DEVELOPMENT Talga has formal agreements with well capitalised, industry leading partners to accelerate the commercialisation of its graphene products For personal use only CollaboraSon underway AnS-corrosion product Focused on flow to develop coaSngs Focused o
Slide 25: Why Is Talga Uniquely Placed to Unlock Graphene
WHY IS TALGA UNIQUELY PLACED TO UNLOCK GRAPHENE Talga is a unique graphite/graphene company with integraSon along mulSple stages of the value chain For personal use only ASX-listed Speciality Chemicals ASX-listed Graphite Companies Talga stands out as an advanced specialty chemicals company. Talga i
Slide 26: Monetisation of Secondary Assets
MONETISATION OF SECONDARY ASSETS Ongoing work on secondary assets to advance them to a commercialisation decision and maximise shareholder returns For personal use only A variety of corporate and operaSonal alternaSves to be considered to maximise value to shareholders, including project development
Slide 27: Upcoming Catalysts
UPCOMING CATALYSTS Positioning Talga for commercialisation For personal use only VITTANGI Test § Updated JORC Resource (2012) to be completed and released DEVELOPMENT Resource Commercial revenue upgrade partnerships opportuni:es PERMITTING § [x] FEASIBILITY § [x] STUDIES Product Pilot facility proto
Slide 28: 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 ScoS, a Competent Person who is a Member of the Australian Ins:tute of Mining and For personal use only Metallurgy (Membership No.990895)
Slide 29: Graphene vs Graphite
GRAPHENE VS GRAPHITE For personal use only ‣ Graphite - is crystalline carbon, arranged in stacked layers of hexagonal sheets (graphene) ‣ Graphene can be made from most any graphite, but the high energy cost and lack of scalable methods is boSleneck ‣ Graphite can be processed into ‘galaxy’ of mate
Slide 30: Graphite-Graphene Market Guide
Talga Projects GENERAL GUIDE and TOMarkets GRAPHITE-GRAPHENE MARKET vFLG PRODUCTS AND Annual APPLICATIONS Consumption For personal use only US $/tonne (Tonnes) GRAPHENE $200,000 FLG vFLG = Very Few Layer 400,000t Graphene (1-3 sheets) Flexible electronics, Water GRAPHENE membranes, Bio-tech LAYER BA
Slide 31: 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
Slide 32: Iron Ore JORC Resources and Exploration Targets
‘IRON ORE’ JORC RESOURCES AND EXPLORATION TARGETS Masugnsbyn JORC (2004) Mineral Resource1 (20% Fe cut-off) For personal use only JORC 2004 Iron Deposit Tonnes Classification (%Fe) Masugnsbyn Indicated 87,000,000 28.3 Masugnsbyn Inferred 25,000,000 29.5 Total 112,000,000 28.6 Vittangi Iron Project I
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