Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Shareholder Meeting (November 2016)
33 slides from Talga's shareholder meeting presentation, Nov 25, 2016
Slide 1: Presentation for Annual General Meeting
25 November 2016 ASX:TLG Talga Resources Ltd Presentation for Annual General For personal use only ABN 32 138 405 419 1st Floor, 2 Richardson St, Meeting West Perth, WA 6005 Advanced materials company, Talga Resources Ltd (“Talga” or “the T: +61 8 9481 6667 Company”)(ASX: TLG) is pleased to provide
Slide 2: Talga Resources Ltd Annual General Meeting
For personal use only Talga Resources Ltd Annual General Meeting Perth, Australia 25 November 2016
Slide 3: Forward Looking Statements and Disclaimer
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 of its current prospects and proposed exploration and development strategy to recipients (“Recipi
Slide 4: Introduction - what we do
Introduction - what we do For personal use only ‣ Talga is an advanced materials company that owns the highest grade graphite mineral resource in the world # and has developed an innovative process to make the mass production of quality graphene possible. ‣ Talga is a listed public company on the Au
Slide 5: Operations
Operations Talga Resources Ltd For personal use only Australia - Corporate HQ Talga Mining Pty Ltd Filial Sweden - graphite source Talga Technologies Ltd UK - product development Talga Advanced Materials GmbH Germany - pilot process facility Part of Talga team at Phase 2 pilot plant commissioning in
Slide 6: Commercial Advantages
Commercial Advantages For personal use only ✓ Vertically integrated with in-house product expertise value-adding to raw materials ✓ Highest grade graphite resources in the world ✓ Pilot plant operational & successfully scaling up ✓ Large and unique ‘electrode’ style ore deposits ✓ Product pipeline a
Slide 7: Annual Review - Operations
Annual Review - Operations For personal use only This financial year we have: Test Mined ‣ Produced ~5,000 tonnes low cost ore ‘electrodes’ ‣ Opened up our ore bodies ‣ Expanded resources Built and Operated a Pilot Plant ‣ Provided new source graphene and micrographite to market ‣ Demonstrated poten
Slide 8: Annual Review - Commercial & Corporate
Annual Review - Commercial & Corporate This financial year we have: For personal use only ‣ Raised ~ $13.2m capital including rights issue and options exercise (ASX: TLGOA now $0.08) ‣ Introduced European cornerstone and strategic investors ‣ Opened up access to future funding/support ‣ Strengthened
Slide 9: Corporate Snapshot
Corporate Snapshot For personal use only Capitalisation Summary 23 Nov 2016 (AUD$) Board Shares on issue TLG 181.9M Managing Director - Mark Thompson Listed Options TLGOA ($0.45 : 31 Dec 18) 44.9M Chairman - Keith Coughlan Unlisted Options1 34.7M Non-Executive - Grant Mooney Market Capitalisation (u
Slide 10: Board and Management
Board and Management Mark Thompson Managing Director +25 years international industry experience in minerals-mining management. Member of the Australian Institute of Geoscientists and the For personal use only Society of Economic Geologists, guest Professor in Mineral Exploration Technology at Cheng
Slide 11: Products Strategy
Products Strategy For personal use only ‣ Produce value added graphene products to complement supply of raw graphene & graphite ‣ Pursuit of revenue prior to full-scale production through licensing and royalties – plus sale of raw materials ‣ Initially aim to replace additives in existing products w
Slide 12: Product - Sector Targets
Product - Sector Targets Target Markets Coatings Energy For personal use only Conductives Construction © TATA ©iStock ©Talga ©Chemetall Corrosion Protection Batteries & Membranes Conductive Ink Concrete Market Size: $11B (2013) Market Size: $24B Batteries, Market Size: $18B (2015) Market Size: $450B
Slide 13: Current Collaborations
Current Collaborations Current Collaborations For personal use only 88 12
Slide 14: Where Talga 'Fits In'
Where Talga ‘Fits In’ For personal use only ‣ Products enhanced with graphene & micrographite are being used now (not distant possibility) - no need to re-tool manufacturing lines in target products ‣ Real world products with addressable markets ‣ Aim to remove the supply volume and pricing bottlene
Slide 15: Source - Sweden
Source - Sweden ‣ 100% ownership of five graphite projects in Sweden For personal use only containing three resources and over 25 deposits ‣ Full range of graphite flake sizes from micro to jumbo flake ‣ Current JORC compliant Mineral Resources* Project Tonnes Graphite Grade Vittangi 9,800,000 25.3
Slide 16: Source - Vittangi Project Trial Mine 2016
Source - Vittangi Project Trial Mine 2016 For personal use only ‣ Innovative graphite ore mining technique ‣ Extracts ore as direct use “electrodes” ‣ No ‘drill and blast’ of ore = less dust and noise/ minimise environmental impact ‣ Trial of larger, tailor-made and automated ore block cutting equip
Slide 17: Source - Vittangi Project Trial Mine 2016
Source - Vittangi Project Trial Mine 2016 For personal use only For video see https://www.youtube.com/watch?v=q2Xmz7Buj3A 16
Slide 18: Process - Advantages
Process - Advantages (1) Exfoliated micro-graphite as anode materials 1 ExfoliaFon Process For personal use only Talga raw ore 25.3% graphite Exfoliated Micrographite Volts micro-graphite+ graphene Graphene Nanoplatelets (GNP) Talga Talga graphite graphite Electrolyte Waste recycling Few Layer1Graph
Slide 19: Product - Talphene High Quality Graphene
Product - Talphene For personal use only TM High Quality Graphene Raman 2D G 2700 1580 D 1350 HR-TEM and other tests confirm high quality, 1-4 layer graphene. AFM ~ 2nm Raman spectrum shows a high quality graphene as indicated by the very symmetrical 2D peak with a lorentzian profile centred at 2692
Slide 20: Products - Energy: Li-ion Batteries
Products - Energy: Li-ion Batteries For personal use only ‣ Talga can produce graphite for Li-ion battery anodes: No grinding, micronising and shaping costs ‣ Recent tests support previous breakthrough results (ASX:TLG 17 Feb 2016) ‣ Results show excellent stability and greater than 99.7% efficiency
Slide 21: Products - Energy: Battery technology
Products - Energy: Battery technology Live-in factory facilities of global leading Li-ion battery manufacturer, China For personal use only ‣ Graphene as an additive can improve charging speed, capacity and other performance criteria. ‣ Graphene is more conductive than graphite so suits current and
Slide 22: Product - Energy, Coatings, Conductives
Product - Energy, Coatings, Conductives ‣ Automotive emission regulations becoming even tougher For personal use only ‣ Supply of raw material crucial to meeting objectives ‣ Driving both ‘Electrification’ and ‘Lightweighting’ focus ‣ Sizeable market for graphene applications across automotive mater
Slide 23: Product - Energy, Coatings, Conductives
Product - Energy, Coatings, Conductives ‣ Graphene produces opportunity to deploy our products more widely For personal use only >2km ELECTRICAL WIRING >3 >60 >150 KG HEATING/COOLING EQT DIFFERENT ELECTRICAL BILLION TIRES ANNUM DEVICES Source: Johnson Controls 22
Slide 24: Product - Coatings
Product - Coatings Talga Graphene Coatings For personal use only ‘Functionalisation’ Surface Interaction/Adhesion Talga Few layer Graphene Talga Novel Exfoliation Process Barrier Properties Talga Raw Graphite Ore Talga Few Layer Graphene Coated Metal 17 23
Slide 25: Product - Coatings
Product - Coatings TLG Graphene significantly reduces corrosion For personal use only over longer time span ‣ Talga functionalised graphene “Talphene” anti corrosion coating peer-review Corrosion Evaluation ‣ Results show coating steel with Talga’s graphene significantly increases corrosion protecti
Slide 26: Product - Coatings market
Product - Coatings market For personal use only 25
Slide 27: Product - Conductives
Product - Conductives Printed conductive ink - PV Panels For personal use only ‣ Current conductive ink market relies on nano-silver and carbon black which are high cost ‣ Demand for silver in solar industry 78 million ounces in 2015, up 23% over 2014* ‣ Graphene conductive ink can be lower cost and
Slide 28: Product - Conductives
Product - Conductives For personal use only ‣ Graphene additives can make concrete more electrically and thermally conductive ‣ Low voltage electric current can then warm the material without the need for high cost installation and high maintenance water-tubes and wired systems Municipal level road
Slide 29: Pilot Test Plant Expansion
Pilot Test Plant Expansion Phase 2 pilot test platform For personal use only ‣ Pilot process test-work well advanced ‣ 3 phases to upscaling process – Phase 2 just commissioned ‣ High quality graphene output confirmed Portion of graphene coating product for customer test program, Talga ‣ ~76% of inp
Slide 30: Underway! Upcoming Catalysts
Underway! Upcoming Catalysts For personal use only Drilling results and Commercial Industry test resource partnerships results upgrade Product Pilot facility prototypes scale up and patents Test Commercialise Feasibility/ revenue non-core assets Permitting opportunities (including advances cobalt an
Slide 31: Appendix and Statements
Appendix and Statements For personal use only References #) see http://www.techmetalsresearch.com/metrics-indices/tmr-advanced-graphite-projects-index/ * see Industrial Minerals Natural Graphite report 2012, unpublished internal reports for Talga, and Scoping Study released to ASX 9 October 2014. NB
Slide 32: Graphene to Graphite Market on a Slide
Graphene to Graphite Market on a Slide Talga Projects and Markets vFLG PRODUCTS AND Annual APPLICATIONS For personal use only US $/tonne Consumption (Tonnes) GRAPHENE $200,000 FLG vFLG = Very Few Layer 400,000t Graphene (1-3 sheets) Flexible electronics, Water GRAPHENE membranes, Bio-tech LAYER BASE
Slide 33: Graphite JORC Resources and Exploration Targets
Graphite JORC Resources and Exploration Targets Nunasvaara JORC (2012) Mineral Resource (10% Cg cut-off) Talga Graphite Exploration Targets 2 0-100m Depth JORC 2012 Graphite Tonnes Classification (%Cg) For personal use only Exploration Tonnes (0-100m Vertical Graphite Indicated 6,900,000 24.2 Projec
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