Ecograf Ltd. · ASX:EGR
Ecograf — Paydirt's Critical Battery Minerals Perth Conference 2025
30 slides from Ecograf's conference presentation, Apr 29, 2025
Slide 1: Paydirt's Critical Battery Minerals Perth Conference
For personal use only Paydirt’s Critical Battery Minerals Perth Conference 29th April 2025
Slide 2: Disclaimer
Disclaimer Securities Disclaimer information compiled by Mr. David Williams and Mr. David Drabble. Mr. David Williams is a full-time employee of ERM and is a Member of the Australian Institute of Geoscientists (#4176)(RPGeo). Mr. This document is for informational purposes only and does not constitu
Slide 3: Our business
Our business Building a vertically integrated battery anode materials business to produce high purity graphite products for the lithium-ion battery and advanced manufacturing markets For personal use only MIDSTREAM CIRCULAR SUSTAINABLE RECYCLE UPSTREAM RAW MATERIALS ECONOMY DOWNSTREAM UPSTREAM MIDST
Slide 4: Corporate snapshot
Corporate snapshot Company Directors & Officers Stock Listings Major shareholders 3 For personal use only Robert Pett John Conidi ASX: EGR FSE: FMK Non-Executive Chair Non-Executive Director Australian Securities Exchange Frankfurt Stock Exchange (Börse Frankfurt) Andrew Spinks Keith Jones 41.0% Man
Slide 5: Geopolitical drivers for new anode material supply
Geopolitical drivers for new anode material supply GLOBAL MONTHLY EV SALES (‘000 UNITS)1 GLOBAL LEGISLATION For personal use only 2,000 IRA, MS, DoE, DoD. Exemptions end 2027. 1,800 New 25% tariff on FEOC (China) anode. 1,600 The EU Green Deal and Critical Raw Materials Act. 1,400 1,200 Chinese Gove
Slide 6: Government recognition
Government recognition For personal use only • EcoGraf included in US • EcoGraf invited to round • Major Project Status White House briefing room table discussion with • Australian Minister for statement. German President, Frank- Resources, Hon Walter Steinmeier and • Epanko included in Joint Madele
Slide 7: Business overview video
Business overview video UPSTREAM UPSTREAM Mine and Mineral Processing: For personal use only Natural Flake Graphite (73ktpa) Grade: 96-98% C A green circle with a white arrow in it Description automatically generated MIDSTREAM Mechanical Shaping: Spherical Graphite (SpG 20ktpa) Grade: 97-99% C DOWNS
Slide 8: Epanko graphite project
UPSTREAM Epanko graphite project UPSTREAM Epanko • KfW IPEX-Bank mandated for UFK Loan of up to For personal use only US$105m for development of Epanko Mining and Mineral ✓ ‘Life of Mine’ Special Mining Licence granted Processing Facility to ✓ Positive UFK Preliminary Review decision by the Produce
Slide 9: 'Life of Mine' SML covers 5.5kms of Epanko deposit
‘Life of Mine’ SML covers 5.5kms of Epanko deposit UPSTREAM For personal use only A screenshot of a video game AI-generated content may be incorrect. A green circle with a white arrow in it Description automatically generated A screenshot of a video game AI-generated content may be incorrect. A gree
Slide 10: Epanko deposit
Epanko deposit Largest development ready graphite project in Africa UPSTREAM For personal use only Industry-leading 82% of total Ore Reserves classified as Proven, delivering increased confidence on metallurgical factors such as process recoveries, flake size distribution and product grades 10 Refer
Slide 11: Epanko project advantages
Epanko project advantages Key advantages to drive lowest cost feedstock for lithium-ion battery market UPSTREAM TRANSPORT DISTANCE For personal use only 450km TO PORT EPANKO MINE 75km TO RAIL MINERAL RESOURCE ESTIMATE ORE RESERVE ORE RESERVE GRADE AVERAGE THICKNESS 300 250 200 150 100 290 MILLION 21
Slide 12: Epanko mine layout and overview
Epanko mine layout and overview Extensive engineering studies, drilling and resource evaluation undertaken that’s delivered UPSTREAM ✓ New mine design For personal use only ✓ Low-cost mining strategy A group of people working on a construction site Description automatically generated A green circle
Slide 13: Epanko processing plant layout
Epanko processing plant layout Flowsheet design to produce graphite products for industrial and high growth lithium-ion battery markets UPSTREAM PROCESSING PLANT For personal use only A green circle with a white arrow in it Description automatically generated View flyover video: https://tinyurl.com/
Slide 14: Epanko project infrastructure for Stage - 73,000tpa
Epanko project infrastructure for Stage 1 - 73,000tpa • Completion of various pre-development programs to UPSTREAM support lender due diligence processes and the commissioning of the Independent Expertise For personal use only • Process flowsheet based on rigorous testing • Knight Piésold completed
Slide 15: Our Tanzanian team delivering results
Our Tanzanian team delivering results UPSTREAM For personal use only 15
Slide 16: Corporate commitment to leading ESG standards
Corporate commitment to leading ESG standards • Developing Epanko in compliance with the UPSTREAM highest standards in terms of environment, For personal use only social and governance responsibility, including establishing and implementing planning frameworks that are aligned with the following: •
Slide 17: New Tanzanian infrastructure supporting Epanko
New Tanzanian infrastructure supporting Epanko UPSTREAM Ifakara Substation For personal use only Funded through the European Union to support new business in the region. Julius Nyerere Hydropower Station Great Ruaha Bridge Providing low-cost, renewable power Electric Train Improving the with recent
Slide 18: ESG contribution to Tanzania
ESG contribution to Tanzania Uplifting UPSTREAM Economic growth Community For personal use only Direct contribution to the economy through procurement of goods and services, employment, royalties, taxes and dividends. Positive Impact Multiplier effect Transformational with an estimated Employment in
Slide 19: Mechanical shaping facility
MIDSTREAM Mechanical shaping facility Development supports Tanzanian Governments ‘Vision 2030’ value For personal use only Mechanical shaping of adding strategy natural flake graphite to produce Spherical MIDSTREAM • Ifakara identified as the Graphite (SpG) preferred location - 75km from mine gate -
Slide 20: Mechanical shaping facility overview
Mechanical shaping facility overview • Extensive technical planning completed GRADE: EPANKO UNPURIFIED SPG16 ✓ Purchased batch scale piloting equipment and piloting campaigns For personal use only through commercial scale plants with tonnes 4.4 tonnes piloted over 11 campaigns evaluating equipment s
Slide 21: Mechanical shaping facility design
Mechanical shaping facility design MICRONISING AND SPHERONISING PLANT LAYOUT Engineering study completed for 20,000tpa For personal use only Stage 1 Facility Cost US$58.6m Operating Cost US$419/t MIDSTREAM • First value-addition development in Tanzania Next steps • Confirm EPZ development site arran
Slide 22: EcoGraf HFfree purification facilities
DOWNSTREAM EcoGraf HFfree® purification facilities Global expansion driven by EV demand and legislation to encourage new and For personal use only HFfree Purification sustainable critical mineral supply chains to produce Purified SPG Requirement for new suppliers of battery anode materials following
Slide 23: Product Qualification Facility (PQF)
Product Qualification Facility (PQF) • PQF piloting facility developed for purification For personal use only of Spherical Graphite (SpG) ✓ Confirmation of process technology to support commercial development ✓ PQF delivers results meeting the highest r DOWNSTREAM customer specifications for purifie
Slide 24: EcoGraf HFfree process advantages
EcoGraf HFfree® process advantages For personal use only Low cost Proprietary technology Competitive economics Europe patent submission and compared to the other US / Australia patent granted purification methods Why Eco-friendly Minimum impurities DOWNSTREAM EcoGraf Low carbon footprint with 99.99%
Slide 25: EcoGraf HFfree purification cost advantage
EcoGraf HFfree® purification cost advantage • Cost comparison conducted by global engineering & construction consultancy, comparing EcoGraf HFfree® purification vs three other Cost advantage For personal use only technologies in use based on a 25,000tpa reference base confirmed via • EcoGraf HFfree®
Slide 26: Anode recycling
RECYCLE Anode recycling EcoGraf HFfree® purification supports closed loop recycling and battery circular economy For personal use only EcoGraf® purification technology applied to lithium-ion battery recycling Recovery of battery anode materials to provide customers with lower battery costs and suppo
Slide 27: High performance graphite with low emissions
High performance graphite with low emissions EcoGraf HFfree® anode material delivers improved battery performance and significantly lower CO2 For personal use only SUPERIOR BATTERY PERFORMANCE LOW CO2 FOOTPRINT 364 362 Specific capacity (mAh/g) 23.1 Kg CO2 eq. per kg CSPG 360 Synthetic Graphite Anod
Slide 28: Competitive cost advantages
Competitive cost advantages UPSTREAM UPSTREAM MIDSTREAM DOWNSTREAM RECYCLE For personal use only Epanko Graphite Project Mechanical Shaping Facility Purification Facilities Anode Recycling ✓ High Ore Grade ✓ High Yields ✓ Low Cost Chemicals ✓ Low Cost Chemicals ✓ High Processing ✓ Low Energy Cost ✓
Slide 29: Compelling value proposition
Compelling value proposition Each business development stream holds significant value, with value multipliers expected from vertical integration KEY ADVANTAGES For personal use only Vertically US DEMAND EU Integrated DEMAND KOREA & Cost JAPAN DEMAND Competitive Mechanical Shaping Plant Product ESG E
Slide 30: The future is electric with Tanzanian graphite
For personal use only The future is electric 18 Richardson Street, with Tanzanian graphite West Perth WA 6005 info@ecograf.com.au www.ecograf.com.au ASX: EGR FSE: FMK EcoGraf Limited @EcoGraf EcoGraf Limited Join Our Mailing List
EcoGraf — Paydirt's Critical Battery Minerals Perth Conference 2025 on 6ix