Talga Group Ltd. · ASX:TLG
Talga — Talga Resources — Graphene Malaysia 2017
32 slides from Talga's conference presentation, Jul 10, 2017
Slide 1: Talga Presentation at Graphene Malaysia 2017 Conference
http://www.talgaresources.com/irm/PDF/1455/KiskamaIOCGProjectDrillingResults 10 July 2017 ASX:TLG Talga Presentation at Graphene Malaysia 2017 Conference For personal use only Talga Resources Ltd Technology materials company, Talga Resources Ltd (“Talga” or “the ABN 32 138 405 419 Company”) (ASX: TL
Slide 2: A Path to Industrial Scale Graphene Supply and Commercialisation
ASX: TLG For personal use only TALGA RESOURCES A Path to Industrial Scale Graphene Supply and Commercialisation Graphene Malaysia 2017 10 July 2017 | Kuala Lumpur unearthing tomorrow
Slide 3: Forward Looking Statements & Disclaimer
FORWARD LOOKING STATEMENTS & DISCLAIMER For personal use only This presenta:on has been prepared by Talga Resources Limited (ACN 138 405 419) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed explora:on and development strategy to recipients (“Recipient”)
Slide 4: Introduction
INTRODUCTION “Planes will be made from the wonder material graphene in 10 years“ For personal use only Richard Branson ‣ Graphene is rarely, by itself, a product per se ‣ Technical community knows this, but some of public (including stakeholders) are s:ll confused ‣ There is no ‘killer app’ for grap
Slide 5: Talga Opportunity
TALGA OPPORTUNITY Technology minerals company commercialising the worlds highest grade natural graphite For personal use only project to mass produce graphene and related products ‣ Own 100% of a unique and large graphite source in :er 1 mining and technology Talga raw ore materials des:na:on - Swed
Slide 6: Corporate Snapshot
CORPORATE SNAPSHOT FINANCIAL INFORMATION SHARE PRICE PERFORMANCE For personal use only Share price (ASX code TLG) (07-July-17) Share price (A$) 12 months Volume (m) A$0.63 52 week low / high A$0.24/ A$0.92 Shares outstanding1,2 202.4m Market CapitalisaOon A$127.5m Cash (30-Jun-17) A$16.3m Debt (30-J
Slide 7: Board and Management
BOARD AND MANAGEMENT Substantial commercialisation experience with some of Australia’s best known innovation and development projects For personal use only Terry SOnson Mark Thompson Grant Mooney Steve Lowe Non-ExecuOve Chairman Managing Director Non-ExecuOve Director Non-ExecuOve Director Former Pr
Slide 8: Talga Owns of the World's Top Graphite Resources
TALGA OWNS 3 OF THE WORLD’S TOP 10 GRAPHITE RESOURCES* Average Grade of Graphite Resource (graphi:c carbon C%) For personal use only ‣ Talga has pipeline of high grade graphite deposits where nature has paid for the crystallising of the carbon ‣ Largest graphite resources in Europe ‣ Lower eco-footp
Slide 9: What is Graphene?
WHAT IS GRAPHENE? Graphene is an extraordinary material whose commercialisaOon pathway has been For personal use only constrained only by volume and cost of producOon, not applicaOons. ‣ Graphene is the thinnest substance ever made - atomic layers of crystalline carbon which cons:tute graphite ‣ Whe
Slide 10: Talga Operations
TALGA OPERATIONS Vertically integrated operations provide economic advantages For personal use only 1. Upstream Source ‣ 100%-owned graphite project near Kiruna in Northern Sweden ‣ World’s highest grade graphite resource (JORC/NI43-101) ‣ Unique ore able to be used directly as anode in electrochemi
Slide 11: Upstream Source: Unique Graphite Ores
1 UPSTREAM SOURCE: UNIQUE GRAPHITE ORES 100%-owned upstream asset which is the world’s highest grade JORC/NI43-101 For personal use only graphite mineral resource ‣ Talga flagship ViUangi graphite project located 20km east of LKAB’s iron ore mine and railhead at Svappavaara, Sweden ‣ World’s highest
Slide 12: Geology Advantage
GEOLOGY ADVANTAGE Ore blocks are conductive enough to use as electrodes without processing For personal use only 11
Slide 13: Midstream: Geology Meets Technology
2 MIDSTREAM: GEOLOGY MEETS TECHNOLOGY Concept demonstration of Talga exfoliating graphene direct from its Swedish graphite ore For personal use only For video see hUps://www.youtube.com/watch?v=xrp4NzIe-B8&feature=youtu.be 12
Slide 14: Quality Graphene for Bulk Volume Markets
QUALITY GRAPHENE FOR BULK VOLUME MARKETS hene (Talphene FLG, TM ) Multilayer CharacterisationGraphene – HR vs TEM Graphite (Top down) Multi-academic partners and institutions confirm high quality FLG for bulk volume additives For personal use only TALGA GRAPHENE FLG Graphene (TalpheneTM) Characteris
Slide 15: Talga Operations Summary on Video
TALGA OPERATIONS SUMMARRY ON VIDEO For personal use only For video see hUps://youtu.be/G7dndP7NGco 14
Slide 16: Downstream: Product Development
3 DOWNSTREAM: PRODUCT DEVELOPMENT Talga has in-house ‘value added’ product development capabilities – starts with internal For personal use only prototype testing followed by external validation with end users Product Development Partners ‣ Talga’s product development team collaborates with industry
Slide 17: Market Opportunity for Graphene
MARKET OPPORTUNITY FOR GRAPHENE In addition to raw materials, Talga is focused on the manufacture and commercialisation of targeted products across 4 key industry sectors For personal use only Energy storage TalpheneTM Carbon fibre ConstrucOon addiOves (baneries) enhanced coaOngs composites/resins Ad
Slide 18: Strategy in Action: Roadmap for Coating Products
STRATEGY IN ACTION: ROADMAP FOR COATING PRODUCTS Talga’s most advanced product development highlights the Company’s ability to execute on For personal use only its strategy of targeting large end users and securing commercialisation agreements MONETISATION Academic Prototype IP Peer Industry Partner
Slide 19: Coating Product - Anti Corrosion
COATING PRODUCT - ANTI CORROSION In ASTM-standard salt exposure tests Talga graphene formulation improves performance For personal use only over chrome-containing reference Azer 1,500hrs accelerated corrosion (salt spray) Commercial chrome- Pre-treatment containing reference coated Standard ASTM B11
Slide 20: Coating Products - Talga Technology
COATING PRODUCTS - TALGA TECHNOLOGY Talga Graphene In ASTM-standard Coatings salt exposure tests Talga graphene formulation For personal use only Func:onalisa:on Talga Few layer Graphene Adhesion & Surface Interac:on Talga Talga Novel Barrier Exfoliation Process Process Proper:es An:-corrosive and C
Slide 21: Coatings Product Deal - Chemetall
COATINGS PRODUCT DEAL - CHEMETALL Talga is advancing higher performance coatings with graphene as eco-friendly alternative to chromium, zinc and copper for giant global coatings market For personal use only ‣ Joint Development Agreement (“JDA”) with Chemetall, a global business unit of BASF Coa:ngs
Slide 22: Energy Products – Lithium Ion Batteries
ENERGY PRODUCTS – LITHIUM ION BATTERIES Talga is positioning to supply higher performance/lower cost conductive additives and For personal use only materials for Li-ion, flow and alkaline batteries with more eco-friendly manufacturing ROLL-TO-ROLL MANUFACTURE OF LI-ION BATTERY ELECTRODES Global mark
Slide 23: Process Advantage - Batteries
PROCESS ADVANTAGE - BATTERIES Talga’s patent pending technology liberates For personal use only conductive material from raw graphite ore, skipping processing steps required by peers higher performance with less manufacturing steps = lower eco-impact Unmilled Talga graphite shows promising results o
Slide 24: Energy Products – Printed Batteries
ENERGY PRODUCTS – PRINTED BATTERIES For personal use only Talga is co-developing supply of graphene conductive inks for electrodes in the world’s thinnest, flexible printed batteries ZINERGY PROTOTYPE ULTRA-THIN FLEXIBLE BATTERY Joint development agreement with Zinergy The market for flexible, light
Slide 25: Construction Products - Concrete
CONSTRUCTION PRODUCTS - CONCRETE Talga’s succesful trial of thermally conductive concrete shows promise with a fast growing and potentially bulk volume market For personal use only Graphene added to concrete enables electrical or thermal conduc:vity ApplicaOons: powerline heat dissipa:on, underfloor
Slide 26: Construction Products - Concrete
CONSTRUCTION PRODUCTS - CONCRETE High strength concrete For personal use only Graphene added to concrete improves strength Talga Reference Concrete Concrete High strength concrete bridge, Sweden ApplicaOons include high rise buildings, road and rail infrastructure UrbanisaOon and requirements for lo
Slide 27: Composites Products
COMPOSITES PRODUCTS Stronger epoxy resins for carbon fibre composites also marine paint coatings For personal use only ‣ Graphene addi:ves are demonstrated to make epoxy resin systems stronger, lighter or more func:onal (conduc:ve) ‣ Epoxy resins is used to make carbon fibre composites, a lightweight
Slide 28: Stronger, Lighter, Further
STRONGER, LIGHTER, FURTHER Talga’s opportunity to deploy graphene in EV’s is larger than just batteries Lighter vehicles have increased range, a key point of both efficiency and marketing/sales For personal use only Lighter Stronger Longer Range Composites Lubricants Lighter Metal-free Lighter CoaOn
Slide 29: Summary - Talga Opportunity
SUMMARY - TALGA OPPORTUNITY Technology minerals company commercialising mass produced graphene and products For personal use only Poten:al best-margin, large-volume supplier of Rapidly transi:oning graphene and Substan:al towards mone:sa:on, maiden commercialisa:on experience revenues in 2017 World’
Slide 30: Company Directory
COMPANY DIRECTORY Talga Resources Ltd has subsidiaries in UK, Sweden and Germany For personal use only Talga Resources Ltd | Perth, Australia First Floor, 2 Richardson Street, West Perth WA 6005 Australia P| +61 8 9481 6667 E| admin@talgaresources.com Talga Technologies Limited | Cambridge, UK Futur
Slide 31: Appendix and Statements
APPENDIX AND STATEMENTS Competent Person’s Statements The informa:on in this document that relates to explora:on results is based on informa:on compiled by Amanda ScoU, a Competent Person who is a Member of the Australian Ins:tute of Mining and For personal use only Metallurgy (Membership No.990895)
Slide 32: Graphite JORC Resources and Exploration Targets
GRAPHITE JORC RESOURCES AND EXPLORATION TARGETS Nunasvaara JORC (2012) Mineral Resource (17% Cg cut-off) Talga Graphite Exploration Targets 2 0-100m Depth JORC 2012 Graphite For personal use only Tonnes Exploration Tonnes (0-100m Vertical Graphite Classification (%Cg) Project Target Depth) (% Cg) In