Talga Group (TLG) Noosa Mining Investor Conference summary

Company overview and technology

• Operates in the graphite sector, producing downstream coated anode materials with proprietary technology, free from Chinese manufacturing influence.

• Runs Europe’s first and only coated anode plant at demo scale for three years, with a financial decision pending on a 20,000-tonne plant.

• Modular, scalable process design enables potential global expansion.

• Listed on ASX for 15 years and more recently on the OTCQX in the U.S., with about 450 million shares on issue.

Market context and supply chain

• Graphite is critical for batteries, making up nearly 50% of active material, but suffers from a highly concentrated and fragile supply chain, mostly controlled by China.

• Recent Chinese export permits and U.S./EU tariffs are reshaping the global graphite market.

• No commercial anode supply exists in Europe, Australia, or America outside of Chinese channels.

Project development and sustainability

• Vertically integrated mine-to-anode refinery project in Sweden is fully permitted, leveraging local hydropower, wind, and nuclear energy.

• Resource grade in Sweden is 24%, significantly higher than global averages, and all graphite flakes are battery-sized.

• Life cycle assessment shows world-leading low CO2 emissions.

• Plans to expand capacity to over 100,000 tonnes, with 19,500 tonnes covering 16 GW of batteries per year.