Talga Group Ltd. · ASX:TLG
Talga — Shareholder Meeting (November 2023)
26 slides from Talga's shareholder meeting presentation, Nov 30, 2023
Slide 1: 2023 Annual General Meeting
For personal use only 2023 Annual General Meeting Talga Group (ASX:TLG) © Talga Group Ltd, 30 November 2023 Cover: Sky over Aero Lithium project during field work this year
Slide 2: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Talga Group Ltd ACN 138 405 419 (the Company) is the issuer of this presentation. Niska Scoping Study The Niska Scoping Study is a preliminary technical and economic study of the potential viability of developing the Nunasvaara North, Niska South and Niska North g
Slide 3: Our Mission
Our Mission For personal use only to enable the world’s most sustainable batteries and consumer products through innovative graphitic materials
Slide 4: For personal use only
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Slide 5: Sustainability is at our core
Sustainability is at our core For personal use only Sustainability work covers environment; people and community; and long-term value Focused on replacing existing dirty supply chains and r our own continual improvement across all operations Committed to EU Principles for Sustainable Raw Materials S
Slide 6: Europe's largest natural graphite resource
Europe’s largest natural graphite resource For personal use only Total JORC Mineral Resources of 70.8 million tonnes to date 100% anode size graphite, proven to work in lithium-ion batteries Expansion optionality for long term global EV demand See: ASX:TLG 6 October 2023.
Slide 7: Active anode production since 2022
Active anode production since 2022 Electric Vehicle Anode Plant, Luleå. Sweden For personal use only Advanced operating In-house battery Underpins customer know-how labs and QA audits and negotiation See: ASX:TLG 31 March 2022.
Slide 8: Talga develops new 100% in-house technology and products
For personal use only Talga develops new 100% in-house technology and products Intellectual Property Industry leading research and development Battery Centre of Excellence, Cambridge, UK See: ASX:TLG 26 April 2023.
Slide 9: Advanced materials operation
Advanced materials operation Talga Advanced Materials GmbH, Rudolstadt, Germany For personal use only Silicon anode pilot line and commercial sample production Production of graphene and graphite for advanced materials development and commercial programs Process technology scale-up and Quality Contr
Slide 10: Flagship natural graphite anode Talnode-C
Flagship natural graphite anode Talnode®-C For personal use only Coated active anode with excellent capacity and ultra-low CO2 Advantages Fast charging capability with excellent power density and low resistivity Maintains capacity at low to freezing temperatures Low swelling - similar to synthetic g
Slide 11: Silicon anode Talnode-Si
Silicon anode Talnode®-Si For personal use only Composite silicon-graphite additive with ~50% silicon for high energy density (~1,900 mAhg) drop-in additive Advantages Industrial scalable process and competitive cost Energy booster for any graphite anode and LFP, NCA, NMC + batteries Stage Pilot ope
Slide 12: Conductive additives
Conductive additives Primarily for use in cathodes For personal use only Widely used across a range of battery types to boost electrical conductivity in electrodes Advantages High conductivity, low production CO2, ultra-fine size Lowers carbon black in Li-ion cathodes and can boost hard carbon perfo
Slide 13: Recycled graphite anode
Recycled graphite anode Potential Talnode®-Si precursor For personal use only Increased importance on recycled battery material by EU legislators and customers Advantage Value-adds to Talga purification and process technology Reduces raw material dependence, lowers CO2 Stage Lab scale tests and resu
Slide 14: Graphene additives
Graphene additives Talphite®, Talphene®, Talcoat® For personal use only Opportunities to derive further efficiency and commercial gains from Vittangi Advantages Low-cost scalable production of graphene products Strengthens, lightens and adds conductive functionality to concrete, coatings, plastics,
Slide 15: Exploring for growth and added value
Exploring for growth and added value Norrbotten, Sweden For personal use only Nunasvaara South resource depth extension and options being tested Aero Lithium Project – Large 14km long pegmatite zone offers significant discovery potential in EU context Drilling success at Vittangi 6 adds long term br
Slide 16: Anode supply chain most concentrated in China
Anode supply chain Raw Materials Material Processing Cell Components most concentrated in For personal use only 100% China 90% 80% 70% 60% New restrictions on Chinese 50% battery-grade natural graphite 40% exports starting 1 Dec, 2023 30% 20% 10% 0% e i i o o r r Li Li de N N G G od C C ho An at C N
Slide 17: EU recognises supply chain risk, natural graphite listed as critical material
EU recognises supply chain risk, For personal use only natural graphite listed as strategic and critical material Battery passport legislation and Critical Raw Materials Act setting new compliance targets including: >10% local extraction by 2030 >40% local processing by 2030 Mandatory declaration of
Slide 18: Talga is building a new, clean, integrated, secure graphite anode supply chain in Europe
Talga is building a new, clean, integrated, secure graphite For personal use only anode supply chain in Europe mine-to-anode A fully integrated battery anode supply chain in Sweden
Slide 19: Vittangi Anode Project Mine
Vittangi Anode Project Mine north Sweden For personal use only Integrated mine-to-anode refinery producing 19,500tpa anode (Stage 1) for 24 years Europe’s largest and highest grade graphite deposit (Vittangi): 35.0Mt at 23.8%Cg, containing 8.3Mt graphite Advanced transport and logistics, with direct
Slide 20: Vittangi Anode Project refinery opening
Vittangi Anode Project refinery opening For personal use only
Slide 21: Vittangi Anode Project execution
Vittangi Anode Project execution Northern Sweden For personal use only Construction commenced on Luleå Anode Refinery Mine environmental permit approved, appeals review process progressing Debt consortium selected, underpinned by €150 million from European Investment Bank Customer offtakes in advanc
Slide 22: Upcoming milestones
Upcoming milestones For personal use only Finalisation of mine environmental permit Progression of Luleå Refinery construction Customer offtakes for Talnode®-C and finalisation of Project finance for FID Commercial plans for Talnode®-Si
Slide 23: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG
Slide 24: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources Ore Reserve 3, 5 Tonnes Graphite (% Cg) For personal use only 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) 35,020,000 23.8 Indicated 26,691,000 24.3 Inferred 8,329,000
Slide 25: JORC Exploration Target
JORC Exploration Target 2021 Exploration Target Vittangi Graphite Project For personal use only Vittangi (JORC 2012) Low High Tonnage Range 170Mt 200Mt Grade Range 20% Cg 30% Cg Note that the potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient
Slide 26: Competent Person Statements
Competent Person Statements The Vittangi Mineral Resource estimate was first reported in the Company’s announcement dated 6 October 2023 titled ‘Talga boosts Swedish battery graphite’. The Company confirms that it is not aware of any new information or data that materially affects the information in