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Talga Group (TLG) investor relations material

Talga Group Status Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Status Update summary13 Aug, 2025

Operational and strategic milestones

  • Secured exploitation concession for the Nunsvara South graphite mine, clearing all appeals and marking a major regulatory milestone.

  • Achieved net zero strategic project status for the planned anode refinery, supporting sustainability and emissions reduction.

  • Increased scale of the Eva plant and completed a small placement, with board changes to strengthen governance.

  • Appointed a new group finance director and received patent approval for Telnode C.

  • Advanced toll treating and early feedstock supply options to accelerate refinery startup.

Market and demand dynamics

  • Demand for battery materials, especially for energy storage and industrial applications, is surging.

  • Geopolitical shifts and US/EU tariffs on Chinese graphite are driving non-Chinese supply chain development.

  • Defense sector demand is rising as governments recognize strategic vulnerabilities in battery supply chains.

  • Ex-China anode supply faces a significant deficit, with prices expected to rise as Chinese exports decline.

Recycling and technology innovation

  • Launched Tonode R, enabling use of recycled graphite from black mass in battery anode production.

  • Developed proprietary purification and coating processes to upgrade recycled graphite to battery grade.

  • Established partnerships with recyclers like Altilium, with pilot plant operations already underway.

  • Modular production lines allow global expansion using both mined and recycled feedstocks.

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Frequently asked questions

Talga Group Ltd is an Australia-based materials company specializing in the development and production of advanced battery anode and graphene products. The company focuses on integrating its graphite resources in Sweden with proprietary technology to create materials for applications in energy storage, coatings, and composites. Talga’s battery anode materials are designed to serve the electric vehicle and energy storage markets, while its graphene products cater to industrial sectors requiring enhanced material performance. The company is headquartered in Perth, Western Australia, and its shares are listed on the ASX.

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