Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Shareholder Meeting (November 2014)
26 slides from Talga's shareholder meeting presentation, Nov 27, 2014
Slide 1: Talga Resources AGM Presentation
For personal use only TALGA RESOURCES Talga Resources Ltd AGM Presentation Perth 27 November 2014 ASX: TLG
Slide 2: Forward Looking Statements and Disclaimer
Forward Looking Statements and Disclaimer: 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 For personal use only and proposed exploration and development strategy to recipients (“Recipi
Slide 3: Executive Summary
Executive Summary TALGA ‣ Talga Resources Ltd (“Talga”) ASX:TLG is an integrated technology materials RESOURCES For personal use only development company with multiple graphite projects in Sweden including the world’s highest grade graphite mineral resource*. ‣ Talga’s testwork has demonstrated a wo
Slide 4: Talga Resources Corporate Overview
Talga Resources Corporate Overview TALGA RESOURCES Listed on ASX July 2010: Stock code TLG. Snapshot 24 November 2014 For personal use only Board of Directors Capitalisation Summary Keith Coughlan Non-executive Chairman ASX:TLG Ordinary Shares 124.6M Mark Thompson Managing Director ASX:TLGO Options
Slide 5: Talga's Graphite Project Pipeline
Talga’s Graphite Project Pipeline 100% ownership of five graphite projects in Sweden with multiple deposits offering the full range of market size specifications. Two advanced stage projects in the development pipeline. These are drilled to For personal use only JORC1 Indicated status and a prelimina
Slide 6: Established mining district with established infrastructure
Established mining district with established infrastructure To Narvik For personal use only Magnetite Mine & Mill Magnetite Concentrator se d Railway Jalkunen Kiruna magnetite mine-mill/LKAB. Propo Extension Magnetite Mine Magnetite Mine & Mill & Mill Aitik Cu-Au mine-mill/Boliden Kaunisvaara magnet
Slide 7: 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 8: Logistics Advantages for Graphite
Logistics Advantages for Graphite Road through Vittangi project ‣ EU consumes 20% of global natural graphite and imports 95% of its demand ( the majority from China). The EU has classified For personal use only graphite a “critical raw material”. ‣ Talga’s projects located proximal to high quality s
Slide 9: Vittangi Project - Nunasvaara Graphite Deposit
Vittangi Project - Nunasvaara Graphite Deposit ‣ The Vittangi graphite project (347km2) comprises multiple Vittangi project’s Nunasvaara Mineral Resource (2004) (@10% Cg lower cut-off). Scoping Study limited to JORC Indicated portion only. high grade graphite prospects defined by historic trenching,
Slide 10: Strong Returns Indicated by Scoping Study
Strong Returns Indicated by Scoping Study ‣ Vittangi project targeting dual production of ~46,000tpa graphite and ~1,000tpa graphene TALGA RESOURCES For personal use only over approximately 20 years from just 250,000tpa operation. ‣ Project low risk with Capex ~AUD$29m and capex payback 1.4 years in
Slide 11: Vittangi Graphite-Graphene Mill Flythrough
Vittangi Graphite-Graphene Mill Flythrough TALGA RESOURCES For personal use only 11
Slide 12: Low Cost/Low Risk Development
Low Cost/Low Risk Development Summary of Study capital expenditure estimates TALGA RESOURCES Cost Category ‣ Capital costs for proposed ~47,000tpa graphite and For personal use only (AUD$m) graphene operation estimated to be AUD$29.2 million Process Plant 9.25 (Equipment & Labour) at +/- 30% accurac
Slide 13: Products/Pricing
Products/Pricing TALGA RESOURCES The Study assumes dual production of graphite and graphene with metallurgical For personal use only results to date supporting three saleable product streams from Vittangi being: •Standard ultrafine graphite concentrate (80-85%C purity) (“SUG”); and •Very few layer g
Slide 14: Immense Upside
Immense Upside ‣ Conservative Study numbers used; graphene price severely discounted to current type TALGA RESOURCES minimum pricing and low-end metallurgical yields assumed For personal use only ‣ Study contemplates simple pits to depth with higher strip ratios. In reality further shallower resourc
Slide 15: Vittangi Project - Growth Potential
Vittangi Project - Growth Potential ‣ Further 32km strike EM conductors (Nunasvaara-type For personal use only graphite) recently identified extending outside the resource area along strike to north and south. ‣ Drilling of 5 sites over 6km strike intercepted best results in the project’s history. K
Slide 16: Jalkunen Project - Emerging Graphene Potential
Jalkunen Project - Emerging Graphene Potential ‣ The Jalkunen graphite project (93km2) located For personal use only approximately 50km southeast from Vittangi comprises a cluster of high grade graphite prospects defined by historic trenching, geophysics and drilling. ‣ Recent work by Talga shows EM
Slide 17: Graphite versus Graphene?
Graphite versus Graphene? ‣ Graphite (the mineral) consists of parallel sheets of carbon For personal use only atoms in a hexagonal lattice, which when one or few atoms in thickness, are called graphene. ‣ Graphite therefore IS made from graphene sheets. There are about 3 million layers of graphene
Slide 18: Graphene - Disruptive Potential
Graphene - Disruptive Potential Across Multiple Markets Mobile Internet For personal use only Automation of Knowledge Work Internet of Things “Graphene, which is composed of one-atom-thick Cloud Technology sheets of carbon hexagons, is being produced today, but only in limited quantities and at high
Slide 19: Graphene; What is it & the buzz out of Manchester
Graphene; What is it & the buzz out of Manchester For personal use only Video: Courtesy The University of Manchester 19
Slide 20: Graphene Market
Graphene Market Global consumption of potential Commercialisation is here graphene additive materials For personal use only ‣ While the media is excited by future ‘hi-tech’ applications, and graphene-enhanced products are becoming available (tennis racquets, riding helmets) the main driver of near t
Slide 21: Talga's Graphene Status
Talga’s Graphene Status ‣ The highly homogenous nature of the raw ore has enabled For personal use only production of high quality 1-5 layer graphene with high potential for world-leading low cost and high volume. ‣ Talga and CSIRO are co-funding a research program on Vittangi graphite ore and graph
Slide 22: Milestones on path to production
Milestones on path to production TALGA ‣ Scoping study complete for dual graphene/ RESOURCES For personal use only graphite production. ‣ Permitting underway for 5,000 tonne test mining sample to feed demonstration/pilot plant for mid-2015. ‣ Metallurgical testwork to be materially expanded and will
Slide 23: Investment Highlights
Investment Highlights ‣ Highest grade JORC/NI43-101 global graphite resource. TALGA For personal use only RESOURCES ‣ Demonstrated ability to produce high quality graphene direct from its raw ore provides robust margin potential compared to peers. ‣ Low cost capex and strong returns indicated from S
Slide 24: Other Projects - Raitajärvi
Appendix RAITAJÄRVI S e Gr RESOURCE al id ed Po Other Projects - Raitajärvi Hi we gh r w ay ‣ Indicated and Inferred 4.3 Million tonnes @ 7.1% Cg, For personal use only JORC 2004 resource1 open at depth and along strike. EM anomaly/Graphite Unit ‣ Near-surface deposit contains 87% coarse crystalline
Slide 25: Piteå Project
Piteå Project ‣ Coarse flake graphite within a 4 x 1km EM anomaly For personal use only ay ilw intercepted to date by 3 historic drillholes. Luleå Town Ra and Port ‣ Very large average flake size; >80% reported as Rai lwa ‘jumbo’ 300 µm (+50 mesh). y Piteå Town ‣ Such large flake graphite is premium
Slide 26: Appendices
Appendices 1 The Vittangi graphite project Mineral Resource (Nunasvaara deposit) estimate was first reported in February 2012 and has not been updated to comply with the 2012 JORC Code. The Company is not aware of any new information or data that materially affects the information included in the rel
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