Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Association of Mining Analysts European Battery Metals Event 2019
30 slides from Talga's conference presentation, Mar 14, 2019
Slide 1: Talga Presentation at the AMA European Battery Metals Event
ASX Release 14 March 2019 ASX:TLG Talga Presentation at the AMA European Battery Metals Event For personal use only Advanced materials technology company, Talga Resources Ltd (“Talga” or “the Company”), is pleased to provide a copy of the presentation to be delivered today, 14th March 2019, by the C
Slide 2: Talga Resources: Developing the Vittangi Graphite and Battery Metal Projects
For personal use only TALGA RESOURCES Developing the Vittangi Graphite and Battery Metal Projects in northern Sweden Martin Phillips, Chief Operating Officer Association of Mining Analysts Battery Metals in Europe London, 14 March 2019
Slide 3: Forward Looking Statements & Disclaimer
FORWARD LOOKING STATEMENTS & DISCLAIMER For personal use only This presentation has been prepared by Talga Resources Ltd (ACN 138 405 419) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed exploration and development strategy to recipients (“Recipient”).
Slide 4: Talga Resources Ltd
TALGA RESOURCES LTD Emerging global advanced materials technology company with unique vertically integrated capability For personal use only Focussing on graphite and graphene products for clean technology applications in the global battery, coatings, construction and polymer composites markets. Aus
Slide 5: European Operations
EUROPEAN OPERATIONS Headquartered in Australia (listed on ASX) with major operations and business units in Europe For personal use only Talga Graphene AB/Talga Battery Metals AB 100%-owned Graphite, Cobalt and Graphite/ Copper/Gold deposits in north Sweden Cobalt & Copper Deposits Talga Advanced Mat
Slide 6: Ore-to-Product Expertise
ORE-TO-PRODUCT EXPERTISE Earth scientists, project managers and stakeholder engagement specialists undertaking ongoing exploration For personal use only and progressing permitting and feasibility related surveys and studies towards concurrent mining, environmental and exploitation licence applicatio
Slide 7: Talga's Li-ion Battery Materials
TALGA’S LI-ION BATTERY MATERIALS Talga is developing Li-ion battery materials alongside its graphene to meet global customer demand for energy, power, life, safety and cost. R&D takes place in UK (Cambridge). Future processing and refining planned for Sweden For personal use only Mining Processing R
Slide 8: Supply Chain Opportunities
For personal use only Supply Chain Opportunities Talga is developing the materials for Li-ion and next-gen batteries in Europe Pouch cell prototype developed with Talnode product
Slide 9: Battery Products
BATTERY PRODUCTS Value added Talga-developed active anode materials with superior performance in Li-ion batteries For personal use only Talnode - C Engineered graphite anode for super stable lifetime and 20% higher capacity 1 Talnode - X Formulated graphite anode for ultra-fast charge (0-100% in 3 m
Slide 10: Global Megafactories Could Reach 1,500 GWhr by 2028
GLOBAL MEGAFACTORIES COULD REACH 1,500 GWHR BY 2028 Raw Materials Demand vs Li-ion Megafactory Capacity For personal use only Tonnes Lithium Graphite Anode Cobalt Nickel 2,500,000 10YR CAGR 18% 2,000,000 1,912,200 t 1,500,000 1,157,760 t 1,000,000 500,000 355,800 t - 2018 2023 2028 296 GWhr 965 GWhr
Slide 11: European Battery Megafactories
EUROPEAN BATTERY MEGAFACTORIES 30% growth rates underwritten by EU emission targets and legislation against ICE For personal use only GWhr China ROW Europe TALGA PROJECTS, SWEDEN Northvolt, Sweden 1,200 10YR CAGR 30% 1,000 Norilsk-BASF Cathode Plant, Finland 800 600 400 286GWhr 200 139GWhr 22.5GWhr
Slide 12: Li-ion Battery Supply Chain
LI-ION BATTERY SUPPLY CHAIN Lithium-ion batteries use refined carbon materials mined and processed mainly from China with synthetic and natural graphite as raw material For personal use only Mining Processing Refining Anode Production Li-ion Cells . Quality 10% C 94-96% C 99.95+% C 99.95+% C Surface
Slide 13: Talga's Mineral Projects - Sweden
For personal use only Talga’s Mineral Projects - Sweden Responsible, innovative and sustainable mineral resource development for battery supply chains Talga staff sampling surface water, Vittangi graphite project
Slide 14: North Sweden Advantages
NORTH SWEDEN ADVANTAGES New source of long term mineral supply chain to Europe and Asia For personal use only Low cost and low CO2 sustainable power (over 18 TW/year Hydro & 12 TW/year Wind) Quality existing infrastructure roads and railway with links to ports and smelters Close to emerging European
Slide 15: Global Leading Graphite Resources
GLOBAL LEADING GRAPHITE RESOURCES Nunasvaar a Yalbra Balama Wes t Ati va 12.3 Mt @ 25.5%Cg For personal use only Balama Wes t Muali a Lac Guéret Balama East Kookaburra Gul ly Jalkunen Lac Kni fe Koppi o Campoona 31.5 Mt @ 14.9%Cg Uley Raitaj ärvi Balama North Ni canda Hi ll Krin gel Epanko 4.3 Mt @
Slide 16: Vittangi Graphite Project
VITTANGI GRAPHITE PROJECT FINLAND Premier investment and logistic location Narvik Vittangi Talga’s large deposits in Sweden represent a strategic European and Global For personal use only Kiruna Jalkunen supply opportunity Raitajärvi Vittangi Project alone has JORC Mineral Resources of 12.3 Mt @ 25.
Slide 17: Vittangi Growth Graphite Exploration Targets
VITTANGI GROWTH GRAPHITE EXPLORATION TARGETS Multiple conductors support huge growth potential along strike from Nunasvaara resource For personal use only Drill program of ~20 diamond core holes for ~1,600m underway Targeting extensions to the high grade Nunasvaara North resource for future developm
Slide 18: Talga's Battery Metal Projects
TALGA’S BATTERY METAL PROJECTS Talga has built a suite of highly prospective cobalt mineral assets in parallel to its graphene-graphite projects For personal use only Kiskama Sweden’s largest cobalt deposit with valuable by- product copper and gold characterised as IOCG-type. Ahmavuoma drilling high
Slide 19: The Kiskama Cobalt Project
THE KISKAMA COBALT PROJECT Sweden’s largest cobalt deposit with valuable by-product copper and gold characterised as IOCG-type For personal use only 113 historic drillholes define a ~900m long and 15 to 40m wide mineralised zone, open along strike and at depth. Intercept highlights include: 42m @ 0.
Slide 20: Vittangi Vanadium Prospect
VITTANGI VANADIUM PROSPECT Emerging magnetite-hosted vanadium potential defined by adjacent resource development For personal use only Drilling by Pursuit Minerals Ltd (ASX:PUR) adjacent to Talga’s Vittangi project tenements have intercepted exceptional thickness of vanadium mineralisation including
Slide 21: Talga's Graphene Products
For personal use only Talga’s Graphene Products Proprietary process and technology to enable large scale quality graphene for industrial applications Talga staff performing coating in-house coating adhesion tests
Slide 22: Advanced Materials
ADVANCED MATERIALS Graphene and graphite product from processing of Vittangi project ore For personal use only Talphite High purity micro-graphite produced using proprietary electrochemical exfoliation and concentration process. Dry powder consisting of agglomerates of graphene flakes and graphene n
Slide 23: Coatings and Composites
COATINGS AND COMPOSITES Talphene functionalised additives and formulations for revolutionary performance and lower eco-impact For personal use only Pre Treatment and Epoxy Coatings 1 Increased strength, abrasion resistance and corrosion protection without toxic chrome and metals Packaging Applicatio
Slide 24: Building Materials
BUILDING MATERIALS Talphene admixtures and aggregates for improved strength, thermal and electrical conductivity For personal use only TALPHENE® CONCRETE SAMPLES Admixtures 1 Improving concrete strength (to 8.2N/mm² flexural and 54N/mm² compressive) aiding construction with lower weight, better cost
Slide 25: Selected Current Commercial Partners
SELECTED CURRENT COMMERCIAL PARTNERS Talga products are being developed in a range of customer engagements with quality and significant end users BillerudKorsnäs, listed on Nasdaq Stockholm, provides packaging materials and solutions to customers in ~ 100 For personal use only countries. The company
Slide 26: Corporate Overview
CORPORATE OVERVIEW DIRECTORS SHARE PRICE PERFORMANCE FINANCIAL INFORMATION (ASX:TLG) For personal use only Share price (A$) 12 months Volume (m) ~4,100 Terry Stinson Shareholders Non-Executive Chairman Share price A$0.665 52 week low / high A$0.325 / A$0.92 Mark Thompson Shares outstanding 1 218.2m
Slide 27: Next Steps
NEXT STEPS Talga’s large graphite deposits in Sweden represent a strategic European and Global supply opportunity For personal use only Delivery of the Vittangi project pre-feasibility study (end of Q1 2019) and lodgment of permits to progress to mine and production facility construction Accelerated
Slide 28: Contact Us
CONTACT US Talga Resources Ltd First Floor, 2 Richardson Street, West Perth WA 6005, Australia For personal use only P| +61 8 9481 6667 E| admin@talgaresources.com W| www.talgaresources.com ___________________________________________ Talga Technologies Limited The Bradfield Centre, 184 Cambridge Sci
Slide 29: Appendix and Statements
APPENDIX AND STATEMENTS Competent Person’s Statements The information in this document that relates to exploration results is based on information compiled by Amanda Scott, a Competent Person who is a Member of the Australian Institute of Mining and Metallurgy (Membership No.990895). Amanda Scott is
Slide 30: Graphite Inventory
GRAPHITE INVENTORY Nunasvaara JORC (2012) Mineral Resource (17% Cg cut-off) Talga Graphite Exploration Targets ² 0-100m Depth For personal use only JORC 2012 Exploration Tonnes Graphite (%Cg) Project Tonnes (0-100m Vertical Depth) Graphite (%Cg) Classification Target Indicated 10,700,000 25.7 Inferr
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