Talga Group (TLG) investor relations material

Strategic and Operational Updates

• Achieved mine permitting in Sweden, enabling progress on commercial plant development and supply chain integration.

• Focused on high-performance graphite anode materials for fast charge and endurance, targeting premium, dual-use, and defense markets.

• Expanded market reach beyond Europe to the US and Japan, engaging with customers and financiers for collaborations.

• Modular plant design allows flexibility in production location and financial optimization.

• Ongoing FEED study with nine work packages, aiming for a financial investment decision post-completion.

Business Overview and Market Positioning

• Operates a fully integrated mine-to-battery graphite anode platform with 100% ownership of resources and technology.

• Holds the largest and highest-grade graphite resource in Europe, strategically located in Sweden.

• Addresses supply chain sovereignty and traceability, with FEOC-free processes.

• Expanding globally with commercial and government collaborations, targeting US and Japan.

• Proprietary Talnode®-C anode offers superior power, fast charging, and thermal stability.

Market and Customer Developments

• Demand for high-power and fast-charging applications is driving growth, with new customers entering at higher price points.

• Premium pricing and non-Chinese supply chain are attracting customers in BESS, robotics, drones, and defense.

• Multi-year qualification activities underway for various Talnode products and battery-grade graphite.

• Active collaborations with US government and UCC, and conditional sales contracts progressing.

• Anode business contracts are typically confidential and slow to finalize due to customer-side changes.