Chemx Materials Limited · ASX:CMX
Chemx Materials — Investor Presentation (January 2022)
19 slides from Chemx Materials's investor presentation, Jan 18, 2022
Slide 1: High Purity Alumina (HPA) for battery technologies
For personal use only High Purity Alumina (HPA) for battery technologies Critical materials for electrification and carbon reduction January 2022 ASX: CMX
Slide 2: Disclaimer and Forward-Looking Statements
IMPORTANT INFORMATION For personal use only Disclaimer and Forward-Looking Statements This document has been prepared by ChemX Materials Limited (ChemX Materials). This document is not an offer, invitation, solicitation, advice or recommendation with respect to the subscription for, purchase or sale
Slide 3: ChemX Overview: The Chemistry X Factor
CHEMX OVERVIEW For personal use only The Chemistry X Factor Commercialising Technology and Innovation Decarbonisation Critical Materials for Electrification ChemX – A Unique Offering HiPurATM High Purity Alumina (HPA) Eyre Peninsula Projects 1 2 Innovative, in-house production Developing cathode tec
Slide 4: Sustainable Development
SUSTAINABLE DEVELOPMENT For personal use only ChemX recognises that its future is intertwined with the future of the economy, society and the natural environment and commits to responsible corporate citizenship. We will balance our needs with those of our stakeholders to drive positive lasting impac
Slide 5: Board & Management
BOARD & MANAGEMENT For personal use only Kristie Young | Non-Executive Chair David Leavy | Managing Director Over 20 years’ experience across mining, engineering, project More than 25 years experience in commodity markets having evaluation, professional services (EY & PwC), executive search, previou
Slide 6: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only Use of Funds Top 10 Shareholders # of Shares % Owned R J & A Investments Pty Ltd 19,250,000 21.21% Archer Materials Ltd 11,571,119 12.75% $0.75 $0.88 Stephen Strubel 5,125,000 5.65% Raising costs A3 Capital 3,350,000 3.69% Exploration at EPP $1.04 David Leavy
Slide 7: HiPurA Technology
HIPURA TECHNOLOGY For personal use only • High Purity Alumina • High Purity Aluminium Precursor Salts 7
Slide 8: HPA: Surging Demand, Sustained Supply Deficit
HPA: SURGING DEMAND, SUSTAINED SUPPLY DEFICIT For personal use only The High Purity Alumina (HPA) market is valued at US$1.8 billion* and forecast to grow at 18%** p.a. over the next seven years, driven by demand for lithium-ion batteries, semiconductors and use in new technologies. A Key Safety Com
Slide 9: Advantages of HiPurA HPA Process
ADVANTAGES OF HiPurA HPA PROCESS For personal use only HiPurATM - Revolutionises HPA processing Scalable Inherently scalable with capacity to rapidly expand as demand grows Lower Cost Initial test work suggests low capital and operating costs Independent of Mine Production Feedstock is a widely avai
Slide 10: Simplified, Low Cost, Scalable HPA Production
SIMPLIFIED, LOW COST, SCALABLE HPA PRODUCTION For personal use only HiPurA HPA Flowsheet TM USBM Kaolin to HPA Flowsheet Limited to using only kaolin as a feedstock Flexible feedstock – not tied to mining operation 10 9
Slide 11: Eyre Peninsula Exploration Tenements
EYRE PENINSULA EXLORATION TENEMENTS For personal use only • Kimba Kaolin / Halloysite • Jamieson Tank Manganese 11
Slide 12: Eyre Peninsula Projects
EYRE PENINSULA PROJECTS For personal use only Kimba Kaolin-Halloysite & Jamieson Tank Manganese • 100% owned EL6634 and EL5920 covering a total of 718 km2 • Confirmed Halloysite identified (ASX:AXE 20 July 2020) • Testing underway to develop a Manganese Sulphate for a cathode precursor product. • Lo
Slide 13: Kaolin – Growing Demand – Increasing Uses
KAOLIN – GROWING DEMAND – INCREASING USES For personal use only The kaolin market is a well-established market totalling US$4.1 billion and forecast to grow at 5.1% p.a*. ChemX estimates this requires an approximately an additional 1 mtpa to supply forecast growth. Kaolin existing markets • Paper co
Slide 14: Kimba Kaolin – Halloysite Project
KIMBA KAOLIN – HALLOYSITE PROJECT For personal use only Development Plan • Initial drilling program to commence in Q1 2022 over the 3 project areas to confirm extent of kaolin mineralization and halloysite distribution • Kaolin / Halloysite analysis to identify areas of high halloysite content and q
Slide 15: Manganese in Lithium Ion Batteries
MANGANESE IN LITHIUM ION BATTERIES For personal use only Manganese is a critical part of the Lithium Ion Battery chemistry Manganese use in lithium cathode chemistry is becoming increasingly important • Lithium Nickel Cobalt Manganese (NCM) batteries are becoming the preferred chemistry for EV’s • T
Slide 16: Jamieson Tank Manganese Project
JAMIESON TANK MANGANESE PROJECT For personal use only • Exploration results from 208 historic drill holes show the deposit extends over a strike length of 6.6km to a depth of 100m. • Metallurgical test work has produced a 92% manganese dioxide (EMD) material • The EMD testing process provides high c
Slide 17: Newsflow Catalysts
NEWSFLOW CATALYSTS For personal use only Commencement of China HPA marketing construction of consultant Outcome of pilot plant engagement targeted flowsheet early 2022 optimization study HPA Pilot plant engineering and costing study South Korea HPA marketing consultant engagement targeted early 2022
Slide 18: Investment Summary
INVESTMENT SUMMARY For personal use only ChemX is focused on the production of materials essential for energy transition and de-carbonisation technologies HiPurATM High Purity Alumina (HPA) Eyre Peninsula Project Innovative, in-house processing method to supply Halloysite, Kaolin and Manganese (Mn),
Slide 19: Contact
CONTACT For personal use only David Leavy Stephen Strubel Managing Director Executive Director ChemX Materials Ltd ChemX Materials Ltd David@ChemXmaterials.com.au Stephen@ChemXmaterials.com.au +61 (0)424 153 957 +61 (0)404 400 785 Dannika Warburton Investor and Media Relations Investability dannika@
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