Ann: Talga Investor Webinar, page-26

MARK THOMPSON TALGA WEBINAR YESTERDAY:

“In conjunction with our forecasters and industry participants we expect about five percent of the anode market will contain silicon, by volume, over the next couple of years. It can go into different battery chemistries like the 4680 and NCM 811's is a pretty good spot for it.. ahh if you know what I mean”

BELOW PICTURE FROM 1 YEAR AGOGreen Anodes: Making Europe a Leader in Low Carbon Batteries

Also Mark Thompson yesterday :

"The exciting times are actually in the next couple of years now after all this investment in years in the past. I think silicon’s exciting obviously as well, very excited about our being able to do something that doesn't actually rely on the mine. We can use graphite from the mine obviously but we can use also graphite from other sources to make that material if we want , ahh..we've got some exciting developments in silicon, both in the near term- commercialisation potential.. looking at feasibility study , but also in going to our gen3 material and also other ways of making silicon anode material that I think would revolutionise the entire world, so I’ve made comments like that over the last few years, that work is still all ongoing and still exciting and continuing positively, we haven't had any roadblocks on that yet."