First Graphene Ltd · ASX:FGR
First Graphene — Investor Presentation (November 2023)
26 slides from First Graphene's investor presentation, November 2023
Slide 1: Investor Presentation
Investor Presentation PureGRAPH® - revolutionising material performance and providing low carbon solutions for a greener future November 2023 ASX:FGE - INVESTOR PRESENTATION 1
Slide 2: Leading developer and manufacturer of graphene products, PureGRAPH
▪ Leading developer and manufacturer of high-quality and commercial-scale graphene products, called PureGRAPH® ▪ PureGRAPH® is an additive that enhances material performance and properties of customers’ products, enabling cost-effective solutions to optimise energy capabilities and reduce emissions
Slide 3: Pre-2020 to 2023 and beyond: scalable production, supplier, pioneer
Pre-2020 2021 2022 2023 - beyond ▪ Established a world-class ▪ Unique, commercial- ▪ Readily scalable technology to ▪ Further optimisation to refine SCALABLE PRODUCTION CAPABILITY production capacity with scale capability and address growing demand production processes, improve scalable technology r
Slide 4: Adding graphene enables significant performance improvements to products and materials
Adding graphene enables significant performance improvements to just about any product and material Thin Strong Flexible Impenetrable 0.345nm or one carbon 200 times stronger than steel Stretches up to 20% Fully impermeable barrier, atom thick even to helium gas Electrically conductive Thermally con
Slide 5: PureGRAPH is a high performing graphene additive
▪ PureGRAPH® is a high performing graphene additive, used across many consumer and industrial sectors ▪ Characterised by its large platelet size, high aspect ratio and low defect levels ▪ Batch-to-batch consistency ensured through strict, in-house quality control testing, and established repeatable
Slide 6: Secure supply and established manufacturing
▪ Secure supply of high-quality raw graphite material ✓ Secure supply ▪ ▪ Sourced from FGR’s graphite mining facilities in Sri Lanka (DSO)1 99% graphite ore used, directly from the ground Operational facility at Henderson, Western Australia ✓ ▪ Established ▪ Graphene production capacity of 100tpa ma
Slide 7: FGR's proprietary manufacturing process has readily scalable technology
FGR’s proprietary manufacturing process has readily scalable technology to cater for growing demand High-quality graphite feedstock introduced into an electro- chemical cell, where it is exfoliated into graphene platelets Screening, filtration and refinement occurs, separating graphene from electrol
Slide 8: Adding graphene enhances properties and performance of industrial materials
▪ Adding graphene to products enhances properties and performance of industrial materials and technology • Lightweight, improved strength, optimised energy generation and storage ▪ Numerous benefits to high-growth and in-demand applications across a range of industries Cement and concrete Energy and
Slide 9: Cement production is one of the world's largest industrial causes of carbon pollution
Cement production is one of the world’s largest industrial causes of carbon pollution – responsible for 8% of global emissions ▪ Global consumption of concrete stands at more than 4 billion tonnes per annum1, making it the most consumed material after water on the planet ▪ Global manufacturers commi
Slide 10: 4.4 billion tonnes global cement production
▪ Total global cement production in 2020 was 4.4 billion tonnes, Graphene addressable market and is forecast to grow at a rate of 5.1% per annum • UK, USA, and EU combined represented 302 million tonnes of cement • This equates to a potential graphene demand of circa 211,000 tonnes, based on industr
Slide 11: Where do CO2 emissions come from in cement production?
In the cement production process, where do CO₂ emissions come from? Raw material extraction – calcium (commonly a limestone quarry), silica, alumina and iron Raw meal preparation – crushing, proportioning, and grinding Rotary Kiln – calcination of the pre-calcined raw meal occurs, generating CO2 emi
Slide 12: Graphene-enhanced cement trials: 15% lower emissions, 10% higher strength
▪ World-leading graphene-enhanced cement trials found 15% reduction in carbon emissions and 10% increase in compressive strength ▪ PureGRAPH® provides novel and greener approach to infrastructure design ▪ Actively working with over 30 clients globally Applications Features Benefits Cement additives
Slide 13: Agreement with Breedon Group following successful trials
▪ Following successful trials, FGR secured an agreement with Breedon Group, the leading cement manufacturer in the UK (12-Oct-23) ▪ Significant milestone for FGR and validates the quality and industrial scale use of PureGRAPH® ▪ Collective goal of enhancing Breedon’s cement properties to improve com
Slide 14: PureGRAPH as an electrode additive for energy storage
▪ Conductivity and strength of PureGRAPH® makes it ideal as an electrode additive in batteries and supercapacitors ▪ Continued development and evaluation of new material opportunities for graphene-enhanced energy storage devices Applications Clients and opportunities Features Benefits ▪ Government-f
Slide 15: PureGRAPH-enhanced composites improve material performance
▪ PureGRAPH® -enhanced composites provide a significant improvement in material performance ▪ Fibre-Reinforced Polymer (FRP) composites use glass, carbon, aramid or natural fibres, in combination with polymer resins ▪ PureGRAPH® mixed with polymer resin prior to combination with the textile reinforc
Slide 16: PureGRAPH in foams, coatings, rubbers and elastomers
▪ PureGRAPH® used to produce fire retardant foams & coatings, mechanically-enhanced rubbers and elastomers ▪ Wear linings for specialist footwear with PureGRAPH® have increased tensile strength, elongation, abrasion resistance, electrical and thermal conductivity ▪ PureGRAPH® benefits for coatings a
Slide 17: Energy creation and storage and industrial applications market
Energy creation and storage ▪ Key value proposition: energy efficient, electrical and thermal conductivity Approx. annual graphene revenue1 ▪ Market size by 2027: • Solar Water Heating - $6.6 billion Total 0.3% of 0.6% of addressable Target Target • Perovskite - $3 billion demand Market Market • Sup
Slide 18: Commercial momentum, decreasing cash burden, forward outlook FY24
Sales ($million) Commercial momentum $1.00 ▪ Continue to increase sales and consistent revenue growth $0.72 ▪ Cement and concrete segment nearing to mature sales profile ▪ Early adopter’s footprint increasing through organic growth $0.34 $0.29 ▪ Diversifying sales through provision of Development se
Slide 19: Upcoming milestones
Commence planning of Phase Two graphene-enhanced cement trial with Breedon, focused on optimising dispersion methods and rates Completion of development of perovskite solar cells with HaloCell Finalise trial plans with several other tier 1 cement and concrete companies globally Commercial ag
Slide 20: World-leading advanced materials supplier
World-leading advanced materials supplier Established global industry partnerships in focused on fast-growing graphitic place to leverage paths to major markets technologies Established international customer base, World-class production capacity with readily primed for substantial growth scalable t
Slide 21: Disclaimer
• This 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 contents are provided to the Recipient in confi
Slide 22: Contact details
1 Sepia Close, Henderson Western Australia 6166 P. +61 1300 660 448 Graphene Engineering & Innovation Centre University of Manchester Sackville Street, Manchester M13 9PL, United Kingdom P. +44 (0)161 826 2350 FIRSTGRAPHENE.NET info@firstgraphene.net ASX:FGE - INVESTOR PRESENTATION 22
Slide 23: Appendices
Appendices [November] 2023 ASX:FGE - INVESTOR PRESENTATION 23
Slide 24: Modular and scalable production plant, proprietary processing technology
Modular and scalable production plant + Proprietary processing technology ▪ Plant based in Henderson, WA ▪ Utilises own proprietary process of electrochemical exfoliation for producing graphene from graphite ▪ Current capacity of 100tpa of PureGRAPH® graphene products ▪ Process works by applying a v
Slide 25: PureGRAPH product range: powder, aqua and masterbatches
NPA AQUA MB-LDPE MB-EVA MB-EVA-B Easy-to-use graphene Pelletised additive Extends applications for For dispersion across a Designed for blending paste for formulation into designed for use in blending in elastomers range of solvents, polymer into asphalt mixtures to Description water and polar polyo
Slide 26: Validating PureGRAPH to reduce carbon emissions
Validating PureGRAPH® as a viable product to reduce carbon emissions ▪ FGR-led consortium commenced graphene enhanced cement and concrete trials in June 2023 ▪ Graphene enhanced cement used to create a real-world wheel washing facility at a major infrastructure project in the UK ▪ Initial results de
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