Talga Group Ltd. · ASX:TLG
Talga — Corporate Update (November 2022)
24 slides from Talga's corporate update, Nov 3, 2022
Slide 1: Talga Webinar Presentation (ASX Release)
ASX Release ASX:TLG 3 November 2022 Talga Webinar Presentation For personal use only Battery materials company Talga Group Ltd (“Talga” or “the Company”)(TLG:ASX) is pleased to provide a copy of the presentation delivered by the Company’s Managing Director Mark Thompson during today’s investor webin
Slide 2: Quarterly Investor Webinar
For personal use only Talga Group Ltd Quarterly Investor Webinar 3 November 2022 © Talga Group Ltd, November 2022
Slide 3: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. For personal use only Niska Scoping Study The Niska Scoping Study is a preliminary technical and economic study of the potential viability of developing the Nunasvaara North, Niska S
Slide 4: Introduction to Talga Group
Introduction to Talga Group For personal use only Talga is building a European supply chain of battery & advanced materials critical to the shift towards a more sustainable world The company is differentiated by full vertical integration, unique mineral sources and ownership of production technology
Slide 5: Talga Operations
Kiruna Talga Operations Luleå For personal use only Osaka Perth, Australia Stockholm Group head office Luleå & Kiruna, Sweden Rudolstadt Anode production & graphite deposits Cambridge Cambridge, UK Product and R&D technology center Rudolstadt, Germany Production process pilot facility & EU customer
Slide 6: Our Mission
Our Mission For personal use only to enable the world’s most sustainable batteries and consumer products through innovative graphitic materials
Slide 7: Graphite supply chain is entirely reliant on China, akin to Rare Earths
Graphite supply chain is entirely reliant on China, akin to Rare Earths For personal use only Typical use of minerals in battery electric vehicles Natural Graphite Supply Chains Mining Processing 300 14% 14% 1% 6% 250 9% 58% 99% 200 China Brazil Madagascar (kg per vehicle) Mozam bique Other China Ot
Slide 8: Anode Pricing
Anode Pricing For personal use only Pressure continues to build in the graphite Anode Price Assessment (DDP China spot basis) anode supply chain due to growing Li-ion battery demand from EV production Benchmark Mineral Intelligence, has launched an anode price assessment, to provide price transparen
Slide 9: Flagship anode product: Talnode-C
Flagship anode product: Talnode®-C For personal use only Suitable as stand-alone EV battery anode or blended with synthetic due to its high energy density Low resistance, higher thermal efficiency and low swelling more akin to synthetic anodes than natural Fast charge rate, high performance at low t
Slide 10: Electric Vehicle Anode Plant (EVA), Luleå, Sweden
Electric Vehicle Anode Plant (EVA), Luleå, Sweden For personal use only 9
Slide 11: Securing first anode supply agreement
Securing first anode supply agreement For personal use only Non-binding anode offtake term sheet signed with Automotive Cells Company, targeting binding agreement by 30 November 2022 Supply of 60,000 tonnes of Talnode®-C over initial 5-year term starting 2026 from Talga’s Vittangi Anode Project in S
Slide 12: Project Funding
Project Funding For personal use only Project financing strategy targets a mix of project equity and debt Discussions progressing with multilateral financial institutions, development banks and export credit agencies with due diligence processes commenced Advanced discussions with select strategic p
Slide 13: Permitting
Permitting For personal use only Court completed its scheduled project site visit in September 2022 Hearing scheduled to commence the week of 30 January 2023 and expected to conclude the week of 20 February 2023 The environmental permit will be decided and published after the hearing, along with the
Slide 14: Graphite trial mine complete
Graphite trial mine complete For personal use only Extracted raw material will feed anode production including at Electric Vehicle Anode qualification plant in Luleå, Sweden Completion of 2021-2022 Niska South graphite trial mine, extracting the remaining balance of 25,000 tonnes of ore Ore has been
Slide 15: 2022 Trial Mining - Vittangi Graphite Project
2022 Trial Mining - Vittangi Graphite Project For personal use only 14
Slide 16: Silicon Anode: Talnode-Si
Silicon Anode: Talnode®-Si For personal use only Silicon-carbon composite additive for high energy density anodes • Gen-1 testing with global Tier 1 customers • Additive is 30-50% silicon in combination with Talga graphite and graphene • ‘Drop-in’ for existing commercial anode 15
Slide 17: Next generation technology
Next generation technology For personal use only • CALIBER study: technical and commercial feasibility of producing conductive additives in UK. Main market target to replace carbon black based additives in cathodes • RELOAD study: use of graphene from graphite in spent batteries to make new battery
Slide 18: Institutional placement and SPP
Institutional placement and SPP For personal use only Successfully raised A$22 million through strongly supported institutional placement Further A$10 million raised through an SPP offered to existing eligible shareholders Proceeds will be used to fund: Advancement of the Vittangi Anode Project, exp
Slide 19: Corporate Overview
Corporate Overview CAPITAL STRUCTURE For personal use only Market Capitalisation: $409.5M ASX:TLG (12 months) Listed Shares: 334.3M Unlisted Options: 9.6M (1) Cash as at 30 September 2022: $4.7M Capital raised in October 2022: $32.0M MAJOR SHAREHOLDERS Kinetic Investment Partners 4.9% Mark Thompson
Slide 20: Experienced Board and Management Team
Experienced Board and Management Team Strong technological and operational leadership with on the ground European presence For personal use only Board of Directors Terry Stinson Mark Thompson Grant Mooney Steve Lowe Ola Rinnan Non-Executive Chairman Managing Director & Founder Non-Executive Director
Slide 21: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 22: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources For personal use only Ore Reserve 3, 5 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 6, 7, 8 Tonnes Graphite (% Cg) Vittangi (JORC 2012) 30,100,000 24.1 Indicated 22,600,000 24.9 Inferred 7,500,000
Slide 23: European Natural Graphite Peer Comparison
European Natural Graphite Peer Comparison For personal use only Contained Company Project Study Resource Tonnage Grade Information Source Tonnage Indicated 22,600,000 24.9 Talga Group, Company Announcement, 27 May 2022 Talga Vittangi DFS 7,249,000 https://talgagroup.eu-central-1.linodeobjects.com/ap
Slide 24: Competent Person Statements
Competent Person Statements For personal use only The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 27 May 2022 titled ‘Talga’s battery anode growth ambitions boosted with 54% graphite resource increase’. The Company confirms that it is not aware of any ne