Volt Resources Ltd · ASX:VRC
Volt Resources — Investor Presentation
26 slides from Volt Resources's investor presentation
Slide 1: Volt Resources: An Integrated Battery Material Producer
Volt Resources An Integrated Battery Material Producer Critical Minerals | Battery Materials 6 X C An ASX: VRC Carbon Anode
Slide 2: Important Notices Disclaimer
Important Notices Disclaimer The information contained in this document (“Presentation”) has been prepared by Volt Resources Limited (the “Company”). It has not been fully verified and is subject Neither this presentation nor any copy of it may be (a) taken or transmitted into the United Kingdom, Ca
Slide 3: Corporate Overview
Corporate Overview Capital Structure. Listed on ASX ASX Code VRC Major Shareholders Major Shareholders 14.59% Kabunga Holdings Pty Ltd 4.35% PR & E Notman 1.90% Bosswhat Pty Ltd 2.55% D Virgara 2.38% 10 BOLIVIANOS PTY LTD Others 76.71% Others Key Executive Team Executive Chairman Asimwe Kabunga Mana
Slide 4: Our Strategy
Our Strategy Capitalize on the opportunities presented by the implementation of the Inflation Reduction Act in the United States/North America and the EU Critical Raw Material Act in Europe Use two high-quality graphite assets to become an “integrated” natural graphite anode producer – a critical ma
Slide 5: Volt Resources investment case
Volt Resources investment case Clear strategy: Focus on graphite and natural graphite anode due to large addressable 1 market, strong USP (backward integration), and market tailwinds (demand vs supply gap, double digit market growth). 2 Proven graphite producer with two assets: Zavalievksy Graphite,
Slide 6: Upstream Business (Graphite Mining) + Downstream Business (Natural Graphite Anode)
Upstream Business (Graphite Mining) + Downstream Business (Natural Graphite Anode)
Slide 7: Volt is a proven graphite producer with a mine in operation since 1934
Volt is a proven graphite producer with a mine in operation since 1934 Zavalievsky Graphite (ZG) is 65 km Resources: 22.9 million ton at a from Moldova border and 300 km grade of 6.8% carbon – subset of from conflict zone overall deposit based on south-east Our assets and personnel are safe. zone on
Slide 8: Zavalievsky Graphite Operation
Zavalievsky Graphite Operation 2023 Operation Highlights 1,015 tonnes of graphite products were produced in April & May 2023. The Zavalievsky Graphite business won a grant from the European Union’s Horizon Research and Innovation funding programme for a graphite anode development project called “GR4
Slide 9: Wholly owned subsidiary of Volt Resources Limited, Australia
wholly owned subsidiary of Volt Resources Limited, Australia
Slide 10: Tanzania Bunyu Graphite
Tanzania Bunyu Graphite Enough to power 2.8 million EVs per year Highlights Upcoming Milestones Indian Ocean One of the largest graphite deposits Subject to financing, Stage 1 start in the world. 100% owned; Tanzania of production in 2025 Greenfield project; Bunyu is the largest JORC Mineral resourc
Slide 11: Bunyu Natural Flake Graphite Product Specifications
Bunyu Natural Flake Graphite Product Specifications Concentrate Typical Quality Size Size (#) % Distribution Type Stage 1 Bunyu natural graphite typical (micron) product specification +300 +50 12 54% +180 +80 27 Coarse Flexibility to produce higher TGC grade +150 +100 15 products if required -150 -1
Slide 12: Bunyu Graphite is Ideal for Li Ion Battery Anode
Bunyu Graphite is Ideal for Li Ion Battery Anode The Scanning Electron Microscopy image is of the concentrate-purity Bunyu graphite. It shows pale inclusions attributed to gangue, clearly located either on the surface of larger flakes or on edge planes. Typically, impurities are embedded as ga
Slide 13: Bunyu Graphite is ideal for Li Ion Battery Anode
Bunyu Graphite is ideal for Li Ion Battery Anode High Purity Graphite leading to High Purity Anode and Longer Life Battery Supplier A, Natural Graphite Anode Fe 30 ppm Supplier B, Natural Graphite Anode Fe + other 40 ppm Supplier C, Natural Graphite Anode Fe + Ni 35 ppm Fe 7 ppm Bunyu Natural Graphi
Slide 14: Bunyu has Strong Project Economics – Stage 1
BUNYU has Strong Project Economics – Stage 1 feasibility study completed in 2023 Stage 1 Project Unit Financial Performance 2023 Project Period - from first ore years 13.7 Total Net Revenue US$ M, real 433.2 Total EBITDA US$ M, real 169.6 IRR - before tax %, real 31.5 IRR – after tax* %, real 23.6 N
Slide 15: Stage 1 Bunyu Graphite sold under Binding Offtakes
Stage 1 Bunyu Graphite sold under Binding Offtakes Graphex Group Limited Binding offtake agreement signed with global battery anode material producer Graphex Group Limited subsidiary, Graphex Michigan 1 LLC. Graphex Group is listed on Hong Kong Stock Exchange and the NYSE. 7,500-10,000 tpa fine flak
Slide 16: Tanzania & Ukraine Graphite Projects are IRA Compliant
Tanzania & Ukraine Graphite Projects are IRA Compliant 1. To get Inflation Reduction Act Inflation Reduction Act, US benefits, from 2024, battery components can not be manufactured Consumer Tax Credit, $7,500 per or assembled in a Foreign Entity of EV Eligibility Requirements Concern 2. From 2025, C
Slide 17: ESG – Community Engagement in Tanzania
ESG – Community Engagement in Tanzania Temporary Infrastructure employment, buildings, contributions such as donations of building roads connecting materials, maintenance villages, maintenance of schools, furniture of roads, Village Office donations to the buildings, and schools and offices, borehol
Slide 18: Upstream Business (Graphite Mining) + Downstream Business (Natural Graphite Anode)
Upstream Business (Graphite Mining) + Downstream Business (Natural Graphite Anode)
Slide 19: Graphite Forecasts Market Balance (tpa)
Graphite Forecasts Tanzania forecast to be key producer With natural graphite anode to dominate Synthetic Graphite Anode: Natural Graphite Anode: 2022–2030 2022–2030 Supply Demand Supply Demand Growth Growth Growth Growth 150% 170% 95% 415% Synthetic Graphite Anode Natural Graphite Anode Market Bala
Slide 20: Excellent 32650 Full Cell Cycling Results
Excellent 32650 Full Cell Cycling Results Volt Natural Graphite Anode (US Produced) Capacity Loss over 100 Cycles 1.5% Extrapolated Life of Volt Natural Graphite Anode 1,331 Cycles EV Target for Cycle Life 1,000 Cycles
Slide 21: Integrated Natural Graphite Anode Producer in US & Europe
Integrated Natural Graphite Anode Producer in US & Europe Dual sourcing strategy for graphite anode plant in US Ukraine Volt Energy Materials LLC Tanzania Global Volt HQ Perth
Slide 22: US Natural Graphite Anode Plant
US Natural Graphite Anode Plant Plant Design Study with Worley Ltd 7,500 tonnes per annum expected capacity (125,000 EVs per year) To meet domestic demand, US will need ~980 kTPA graphite anode by 2030
Slide 23: US Natural Graphite Anode Plant
US Natural Graphite Anode Plant Evaluated multiple states for plant location Site selection criteria - Lowest capital and operating cost - Access to labour - Connectivity via rail, port - Renewable or low carbon and low-cost energy Identified a 32-acre site in South-East, USA.
Slide 24: JDA and MOU with 24M
JDA and MOU with 24M MoU with 24M provides a pathway for Volt to supply Graphite Anode to 24M licencees such as Volkswagen, Freyr, Kyocera, Fujifilm 24M to promote Volt as the preferred supplier for anode and/or cathode additive products to 24M’s licensees
Slide 25: Summary
Summary VOLT IS AN ESTABLISHED GRAPHITE PRODUCER Operational mine in Europe (operating for nearly 90 years since 1934) One of the world’s largest development ready graphite projects in Tanzania - Enough graphite resources to power 2.8 M electric vehicles per year for more than 100 years. Strong proj
Slide 26: Contact
Contact Volt Resources Limited Level 25 108 St. Georges Terrace Perth WA 6000 P: +61 (08) 9486 7788 E:info@voltresources.com