First Graphene Ltd · ASX:FGR
First Graphene — Investor Presentation (November 2018)
24 slides from First Graphene's investor presentation, November 2018
Slide 1: Delivering the Graphene Revolution to Industry
Delivering the Graphene Revolution to Industry November 2018
Slide 2: Timeline of Achievements
Timeline of Achievements April 2015 First graphene produced in test work at University of Adelaide Sept 2016 Graphene Cell pilot plant (5 tpa) commissioned, verifying the production process May 2017 Optimisation increased capacity of cell to 10 tpa Dec 2017 Opening of commercial scale production fac
Slide 3: Delivering to the Market is the Priority
Delivering to the Market is the Priority We have to deliver to the stock market – shareholders and investors, and we are doing it now • We have the production capacity • We have the quality • Now we want the revenue We have to deliver to industrial customers • We have to demonstrate the benefits of
Slide 4: High Quality PureGRAPH™
High Quality PureGRAPH™ Consistent, high performing and easy to use Graphene platelets with low defects & high sp2 carbon levels. High aspect ratio products contain high levels of few layer graphene primary particles. PureGRAPH™ powders have well controlled particle sizes at 5µm, 10µm and 20µm
Slide 5: Graphene Bagged for Shipment
Graphene Bagged for Shipment Product palletised and ready for shipment 5
Slide 6: Henderson Graphene Production Facility
Henderson Graphene Production Facility 6
Slide 7: Why is Graphene So Good?
Why is Graphene So Good? 1. Thinnest material known to man one atom thick 2. Strongest material 200x stronger than steel 3. Best electrical conductor 100x greater than copper The amazing qualities of 4. Best thermal conductor for dispersion of heat, better anything else graphene 5. Most impermeable
Slide 8: Real Commercial Opportunities
Real Commercial Opportunities Industrial Composites Commercial Product Enhanced polymer liners for mining equipment Customer newGen Group (who supplies BHP, RIO, Fortescue) Characteristic Sought Strength and flexibility Improvements Achieved 37% improvement in tensile strength 100-500% improvement i
Slide 9: Real Commercial Opportunities
Real Commercial Opportunities Ben Walker (newGen) and Craig McGuckin (FGR, CEO) standing in the bucket liner 9
Slide 10: Real Commercial Opportunities
Real Commercial Opportunities Industrial Composites Commercial Product Enhanced polymers - general Customer Multi-national polymer and materials manufacturer, based in Europe Characteristic Sought General benefits offered by graphene – strength, flexibility Improvements Achieved Subject to testing S
Slide 11: Real Commercial Opportunities
Real Commercial Opportunities Heat Transfer Fluids Commercial Product Next generation of coolants – automotive, computing Customer FlexeGRAPH Characteristic Sought Thermal dispersion in engine oils and coolant fluids for better efficiency Improvements Tests so far show PureGRAPH™ 5 to be superior ad
Slide 12: Real Commercial Opportunities
Real Commercial Opportunities FireStop™ Commercial Product Fire retardant coatings/paints Customer Negotiating with potential licencees Characteristic Sought Thermal dispersion, non-toxicity Improvements Very effective in preventing ignition Achieved Avoids the intumescent effect Sales Potential Mul
Slide 13: FireStop™ fire retardant
FireStop™ fire retardant First Graphene Competitor First Graphene Competitor FireStop™450 Product 700 FireStop™ 700 Product 1020 micron micron micron micron 2 coats 3 coats 3 coats 4 coats 13
Slide 14: Real Commercial Opportunities
Real Commercial Opportunities Fire Retardant Polymers Commercial Product Fire retardant to be added to polymer shipping pallets Customer European masterbatch company Characteristic Sought Improved retardant that satisfies increasing strict environment rules Improvements Achieved Extensive tests conf
Slide 15: Real Commercial Opportunities
Real Commercial Opportunities Maritime Services Sector Commercial Product Coatings and anti-fouling paints, cables Customer Engage Marine Characteristic Sought Longer life of coatings for reduced maintenance costs Less drag when under sail Improvements Achieved Still undergoing development Sales Pot
Slide 16: Real Commercial Opportunities
Real Commercial Opportunities Construction Commercial Product Additive to cement products Customer Not identified yet. Characteristic Sought Improved tensile and compressive strength, and reduced permiability Improvements 34% increase in compressive strength Achieved 27% increase in tensile strength
Slide 17: World Leading Development Partners
World Leading Development Partners Universities, customers Collaborative Agreements and distributors with Four Universities GEIC – Graphene Engineering Innovation Centre Tier 1 partners with access to multinational OEMs in aerospace, engineering, oil & gas Collaborative projects in composite m
Slide 18: Who is First Graphene?
Who is First Graphene? The Board Respected and experienced mining analyst. Warwick Grigor Graduate of the Australian National University having completed degrees in Non-Executive Chairman law and economics. Previously Chairman of Canaccord Genuity Australia Limited. Qualified professional wi
Slide 19: Who is First Graphene?
Who is First Graphene? Strong Technical Expertise Ph.D. scientist with extensive leadership experience in innovation and new business Dr. Andy Goodwin growth within the specialty chemicals industry Chief Scientific Officer Strong technical & financial skills – PhD scientist with business school
Slide 20: Issued Capital and Share Price Performance
Issued Capital and Share Shares On Issue 406,332,503 Price Performance Price (19/11/18) ($) $0.155 Market Cap ($m) ~$63m 52 Week High ($) $0.22 52 Week Low ($) $0.077 Cash (30/9/18) ($m) $3.4m Debt ($m) $0.00 -28.29% 17.71% Volume (Source Comsec) 20
Slide 21: The Bottom Line
The Bottom Line How Do You Make Money? Have the lowest capital costs for manufacturing equipment The best way to 100 tpa capacity costs < $1m ensure you make Modular design profits out of graphene is to tick these boxes; Have the lowest operating costs Highest grade raw material Have the best qualit
Slide 22: What Does FGR Offer its Shareholders?
What Does FGR Offer its Shareholders? The Best Value Graphene Company on the ASX o The lowest risk exposure to the exciting graphene revolution o An existing production facility o No intimidating capex requirements (plant already built) o Highest profit margin graphene (due to ultra high grade) o Va
Slide 23: Forward Looking Statements & Disclaimer
Forward Looking Statements & Disclaimer This is presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its conten
Slide 24: It's all about quality
It’s all about quality
First Graphene — Investor Presentation (November 2018) on 6ix