Talga Group Ltd. · ASX:TLG
Talga — Rho Motion EV Battery Technology Seminar 2021
22 slides from Talga's conference presentation, Jul 14, 2021
Slide 1: Talga Presentation at Rho Motion's EV Battery Technology Seminar
ASX Release 14 July 2021 ASX:TLG Talga Presentation at Rho Motion’s EV Battery Technology Seminar For personal use only Battery anode company Talga Group Ltd (“Talga” or “the Company”)(ASX:TLG) is pleased to provide a copy of the presentation delivered by the Company’s Managing Director, Mark Thomps
Slide 2: EV Battery Anode Technology
For personal use only EV BATTERY ANODE TECHNOLOGY Rho Motion Seminar Mark Thompson, MD Talga Group Ltd (ASX:TLG) © TALGA GROUP LTD, JULY 2021
Slide 3: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer For personal use only 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 S
Slide 4: The data is in – EV sales taking off
The data is in – EV sales taking off EV sales have rapidly increased in spite of COVID-19 pandemic, showing change is underway For personal use only West European Battery Electric Passenger Cars 12-Month-Rolling New Registration Volumes SOURCE: SCHMIDT AUTOMOTIVE RESEARCH - WESTERN EUROPE 18 MARKETS
Slide 5: Battery Manufacturers Respond
Battery Manufacturers Respond Germany, 2024 Sweden, 2021 For personal use only 16 GWh, later 24 GWh 32 GWh, later 40 GWh Norway, 2024 Norway, 2023 8 GWh, later 32 GWh Ramp up to 40 GWh Germany, 2022 Slovakia, 2024 14 GWh, later 100 GWh 10 GWh United Kingdom, 2010 Germany, 2021 2.5 GWh, later 14 GWh
Slide 6: Graphite Demand Driven by Anode
Graphite Demand Driven by Anode For personal use only Industry forecasts show strong demand for graphite as an anode product, dominating volumes for decades While currently split 50:50, natural graphite anode is expected to increase market share due to its favourable environmental footprint as cost
Slide 7: Greener Batteries
Greener Batteries For personal use only Production of the greenest lithium-ion batteries would use anode made with: Responsibly extracted natural graphite - not oil or coal-based synthetic graphite 100% sustainable electricity processing - not fossil fuel-powered production Locally produced material
Slide 8: Talga Group
Talga Group For personal use only Talga is a clean technology and materials company, building projects to produce innovative graphitic products for greener batteries and consumer materials Full in-house technology capability with 100% controlled mine-to-product supply (vertically integrated) Talnode
Slide 9: Talga Operations
Talga Operations 100% controlled supply chain For personal use only • Talga Sweden Integrated graphite mine & anode production Anode • Talga Germany Production Metallurgical process pilot facility & EU customer network Pilot Process & • Talga UK Distribution Battery anode product & technology centre
Slide 10: Talga's Vittangi Project Sweden
Talga’s Vittangi Project Sweden Vertically integrated mine-to-anode production For personal use only Detailed Feasibility Study completed for Talnode®-C shows robust economics including LOM EBITDA US$4,081 million on 19,500tpa coated anode starting 2024 with additional expansion options Vittangi Min
Slide 11: For Talga it Pays to be Green
For Talga it Pays to be Green The same factors that make Talga cost competitive also drive lower emissions For personal use only 900 CO2-emissions $9,000 Coated Anode Production Cost 800 $8,000 700 $7,000 600 $6,000 US$/tonne gm CO2/kWh 500 $5,000 400 $4,000 300 $3,000 200 $2,000 100 $1,000 0 $0 ASI
Slide 12: Talnode-C
Talnode®-C Talga’s flagship green graphite anode product For personal use only Talga has developed premium coated natural graphite anode product with high ionic diffusivity leading to: • Low internal resistance • Easier thermal management • Fast charge • High power • Excellent low temperature perfor
Slide 13: Talnode-C properties
Talnode®-C properties Provides a range of class-leading attributes For personal use only Low temperature performance for quicker start, better charging and greater range High power, faster acceleration for E-bikes, motorbikes, drones and power tools Reduced heat generation for cheaper thermal manage
Slide 14: Talnode-Si silicon anode design strategy
Talga Vittangi drillcore on Talnode®-Si silicon anode Talnode®-Si silicon source material Talga design strategy for silicon composite anode For personal use only Silicon anode design strategy starting 2018 under UK Government funded Talga-led program with Johnson Matthey, the University of Cambridge
Slide 15: Talnode-Si
Talnode®-Si Talnode®-Si is a graphene silicon composite electrode additive with ~30-50%Wt silicon For personal use only Talga’s graphene additives and production technology enables silicon-loaded anodes to stabilize/not pulverise Graphene and graphite components of Talnode®-Si can be produced as byp
Slide 16: Next Generation Technology
Next Generation Technology For personal use only Talnode®-E (solid state battery) 1 Solid state batteries suffer a range of technical and commercial issues, particularly for larger applications (EVs) Talga is developing a graphitic-metal composite for easier processability, safer handling, scalable
Slide 17: Talga partnerships for a greener future
Talga partnerships for a greener future Working with respected battery customers and technology and development partners For personal use only SEE: ASX:TLG 30 OCT 2015 and 5 FEB, 26 MAR, 4 SEP 2018 and 15 JAN, 2 OCT, 8 OCT, 24 OCT 2019 and 31 JAN, 20 MAR, 13 MAY, 27 MAY, 24 JUNE, 2 NOV, 24 NOV 2020
Slide 18: Corporate Overview
Corporate Overview CAPITAL STRUCTURE ASX Listing Code: TLG For personal use only ASX:TLG PERFORMANCE (12 MONTHS) Market Capitalisation: $385.1M Listed Shares: 303.2M Unlisted Options: 13.4M (1) Cash as at 31 March 2021: $58.4M MAJOR SHAREHOLDERS Mark Thompson – M. Director 4.7% Kinetic Investment Pa
Slide 19: Building the Solution
Building the Solution For personal use only DFS completed for mine-refinery in north Sweden to produce 19,500tpa coated anode (Talnode®-C) starting 2024 with refinery feedstock from Talga’s wholly owned Vittangi graphite project - permitting underway Additional 85,000tpa production scoped to expand
Slide 20: Talga Group Ltd
For personal use only TALGA GROUP LTD ASX Code: TLG Head Office: 1st Floor, 2 Richardson Street, West Perth WA 6005, Australia Phone: +61 8 9481 6667 Email: info@talgagroup.com Website: www.talgagroup.com GLOBAL OPERATIONS Talga Sweden: Vänortvägen 2, 981 32 Kiruna, Sweden Talga Sweden: Storgatan 7,
Slide 21: JORC Graphite Reserve & Resources
JORC Graphite Reserve & Resources For personal use only Ore Reserve 3, 6 Tonnes Graphite (% Cg) Nunasvaara (JORC 2012) 2,260,140 24.1 Proven 0 0 Probable 2,260,140 24.1 Mineral Resources 1, 2, 4, 5, 7, 8, 9 Tonnes Graphite (% Cg) Vittangi Nunasvaara (JORC 2012) 14,900,000 23.4 Indicated 10,400,000 2
Slide 22: Competent Person Statements
Competent Person Statements For personal use only The Niska Mineral Resource estimate was first reported in the Company’s announcement dated 15 October 2019 titled ‘Talga boosts Swedish graphite project with maiden Niska resource’. The Company confirms that it is not aware of any new information or
Talga Group — Rho Motion EV Battery Technology Seminar 2021 on 6ix