Talga Group Ltd. · ASX:TLG
Talga — Benchmark Battery Gigafactories Europe 2023
24 slides from Talga's conference presentation, Mar 29, 2023
Slide 1: Talga Presentation at Benchmark's Battery Gigafactories Europe 2023 event
ASX Release ASX:TLG 29 March 2023 Talga Presentation at Benchmark’s Battery For personal use only Gigafactories Europe 2023 event Battery materials company Talga Group Ltd (“Talga” or “the Company”) (ASX:TLG) is pleased to provide a copy of the presentation that was delivered by the Company’s Europe
Slide 2: About Talga; Forward-Looking Statements & Disclaimer
About Talga Talga Group Ltd (ASX:TLG) is building a European battery materials supply chain to offer products critical to the green transition. Talga’s innovative technology and vertical integration of 100% owned Swedish graphite resources provides security of supply and creates additional value for
Slide 3: Talga Group Ltd - Battery Gigafactories Europe 2023
For personal use only Talga Group Ltd Benchmark Mineral Intelligence Battery Gigafactories Europe 2023 29 March 2023 © Talga Group Ltd, March 2023
Slide 4: 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 5: Contents
Contents For personal use only • Corporate overview • Graphite anode market • European Union policy momentum • Vittangi Anode Project • Talnode®-C • Electric Vehicle Anode Plant • Customer offtakes • Next generation technology • Talnode®-Si • Recycling programs • Conductive additives 3
Slide 6: Talga Group
Talga Group For personal use only ASX-listed battery & advanced material supplier with 100% owned graphite resources in Sweden Our strong in-house expertise spans battery materials and processing technology, product development and marketing as well as mineral exploration and mining The company is d
Slide 7: Kiruna Global Operations
Kiruna Global Operations Luleå For personal use only Osaka Perth, Australia Stockholm Group head office Luleå & Kiruna, Sweden Cambridge Rudolstadt Anode production & integrated graphite mine Cambridge, UK Battery anode product & technology centre Rudolstadt, Germany Metallurgical process pilot faci
Slide 8: Our Mission
Our Mission For personal use only to enable the world’s most sustainable batteries and consumer products through innovative graphitic materials 6
Slide 9: Graphite in Li-ion batteries and forecast anode demand
Graphite is major part Forecast Graphite of all Li-ion Batteries Anode Demand For personal use only 8.0 250 200 6.0 (kg per vehicle) Million MWh 150 4.0 100 2.0 50 0 - 2018 2016 2019 2017 2015 2028 2026 2029 2027 2037 2023 2033 2021 2031 2035 2020 2022 2024 2025 2030 2032 2034 2038 2036 2039 2040 NC
Slide 10: EU Green Deal
Martin Phillips, Talga Europe CEO; and Ebba Busch, Minister for Energy, Business and Industry and Deputy Prime Minister of Sweden EU Green Deal For personal use only Green Deal Industrial Plan to boost European clean technology across supply chains Battery grade natural graphite listed as strategic
Slide 11: Vittangi Project
Vittangi Project For personal use only Stage 1 integrated mine/concentrator and anode production plant 100,000tpa graphite mine and concentrator at Vittangi with 24 year life based on fraction of 30.5Mt @ 24.1%Cg resource base Luleå anode refinery to produce 19,500tpa Talnode®-C (purification, shapi
Slide 12: Swedish anode for the European green transition
Swedish anode for the European green transition For personal use only Graphite concentrate Precursor anode material Active anode material Mining and Concentration Shaping and Purification Coating Talnode® Li-ion Batteries Current Anode Supply Chain China/Africa China China/Korea/Japan Europe Norther
Slide 13: Coated Graphite Active Anode: Talnode-C
Coated Graphite Active Anode: Talnode®-C For personal use only Suitable as stand-alone battery anode or blend due to its high energy density Innovative coated graphite active anode with ultra-low CO2 emission profile Excellent charging performance at high load and low temperature High rate and excel
Slide 14: First coated graphite anode plant in Europe
First coated graphite anode plant in Europe For personal use only Electric Vehicle Anode (EVA) Plant, Sweden Producing large-scale coated anode samples for auto customer qualifications Proprietary ore to coated shaped purified graphite (CSPG) process tech proven at scale In-house Battery and Powder
Slide 15: Anode offtakes
Anode offtakes For personal use only Talga is actively negotiating agreements with multiple cell and auto customers for Talnode®-C supply from Vittangi Anode Project ACC (co-owned by Mercedes-Benz, Stellantis, and Saft) non-binding offtake term sheet for: Supply of 60,000 tonnes of Talnode®-C over i
Slide 16: Talga Technology and Products Map
Talga Technology and Products Map Diverse range of battery and advanced materials produced from graphite sources For personal use only Refining & Advanced Talga Customer Mining Processing Processing Products Applications Swedish Natural TLG Process Talphite® Talnode®-C Graphite Ore Technology Talnod
Slide 17: Silicon anode: Talnode-Si
Silicon anode: Talnode®-Si For personal use only Talga’s Silicon-Graphene composite product with up to 50 wt% silicon leading to: Increased energy density that can be adjusted to meet customer roadmaps Drop-in solution compatible with current anode manufacturing methods Low swelling Mass producible/
Slide 18: Recycling to produce new Talga products
Recycling to produce new Talga products For personal use only Recycling or repurposing graphite anode has sustainability benefits while also diversifying commercial prospects • EU has made ambitious legislative proposals on recycling battery metals • As an organic material, graphite refined into bat
Slide 19: Conductive additive for cathodes
Conductive additive for cathodes For personal use only Proprietary processing methods to produce new class of ultra-fine graphite and graphene additives for cathode market: Images from UK? Replacement of existing commercial conductive additives (carbon black or CNTs) to allow increased active materi
Slide 20: Corporate Overview and Capital Structure
Corporate Overview CAPITAL STRUCTURE For personal use only ASX:TLG (12 months) Market Capitalisation: $548.2M Listed Shares: 360.6M Unlisted Options: 11.6M (1) Cash as at 31 December 2022: $23.3M Capital raised in February 2023: $40.0M MAJOR SHAREHOLDERS Kinetic Investment Partners 4.8% Mark Thompso
Slide 21: www.talgagroup.com
For personal use only www.talgagroup.com ASX:TLG 19
Slide 22: JORC Graphite Reserve and Resources
JORC Graphite Reserve and Resources For personal use only Ore Reserve Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 Probable 2,260,140 24.1 Mineral Resources Tonnes Graphite (% Cg) Vittangi (JORC 2012) 30,100,000 24.1 Indicated 22,600,000 24.9 Inferred 7,500,000 21.8 Jalkunen (JORC 20
Slide 23: JORC Exploration Target
JORC Exploration Target For personal use only 2021 Exploration Target Vittangi Graphite Project 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 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
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