Falcon Energy Materials Plc · TSXV:FLCN
Falcon Energy Materials — Investor Presentation (2025)
25 slides from Falcon Energy Materials's investor presentation, 2025
Slide 1: Energy Materials for Tomorrow
TSX-V: FLCN ENERGY MATERIALS FOR TOMORROW INVESTOR PRESENTATION | Q4 2025
Slide 2: Filling the Gap in Mine-to-Market Active Anode Material (AAM) Production
CORPORATE Filling the Gap in Mine-to-Market Active Anode Material (AAM) Production Capitalizing on the growing AAM market, Strong management team and unique strategy, which uses predominately graphite and has a leveraging significant expertise on the African growing role in lithium-ion batteries, pr
Slide 3: Corporate Structure
CORPORATE Corporate Structure C A P I T A L S T R U C T U R E (1) MAJOR SHAREHOLDERS Listing / Incorporation TSX -V/ UAE La Mancha Fund 24.6% Sama Resources 11.8% Basic Shares Outstanding (M) 128.4 Falcon is well-capitalized Coris Bank 9.8% and has successfully Options (M)(2) 15.1 assembled a consor
Slide 4: Executive Team
CORPORATE Executive Team B E N O I T L A S A L L E | FCPA, FCA, MBA M AT T H I E U B O S | MSc Chairman of the Board President and Chief Executive Officer Founder, President & CEO of Semafo, Current President Former Executive VP, Africa for Ivanhoe Mines; & CEO of AYA Gold & Silver Inc. and Executiv
Slide 5: The Role of Graphite
ABOUT CSPG The Role of Graphite A N O D E (-) 63 kg Lithium 120 kg Graphite (CSPG) Often overlooked, 40 kg graphite is the primary Nickel anode material in most commercial lithium-ion battery. 15 kg Cobalt BYD HAN EV 15 kg C A T H O D E (+) Manganese SOURCE: Nexus PMG & Resource Erectors ENERGY MATE
Slide 6: Industry Leaders fully recognize the importance of China
THE MARKET Industry Leaders fully recognize the importance of China Executing to a Chinese standard is now going to be the most important priority. - Jim Farley, CEO Ford Cutting ties with China would be “unthinkable” - Ola Källenius, Head of Mercedes Benz China is undeniably at the forefront of the
Slide 7: OEM Sourcing Strategy: De-risking is better than De-coupling
THE MARKET OEM Sourcing Strategy: De-risking is better than De-coupling † De-risking through partnerships is the solution to complex supply chain A B C realignment. A Single-Region / Vendor Sourcing B Multi-Region / Vendor Sourcing C Vertical Integration † Chapter 11 SOURCE: RedChalk Group ENERGY MA
Slide 8: China Dominates primary graphite mine supply and refinery capacity
THE MARKET China Dominates primary graphite mine supply and refinery capacity S&P GLOBAL MOBILITY China Global Demand for AAM materials (ktpa) PRODUCED 620 77% Global Graphite 3100 in 2023 China dominates N o r t h A m e r i c a C A G R = 41% downstream EV battery supply chain, a trend G l o b a l C
Slide 9: Vertical Integration Strategy focused on building unique consortium
CORPORATE Vertical Integration Strategy focused on building unique consortium FINANCIAL 100%-Owner MINE PARTNER: HOST Land & Utilities GOVERNMENT: Falcon aims to create a mine- to-market solution leveraging PLANT partnerships with an emphasis TECHNOLOGY IP, Construction & PARTNER: Operations on refi
Slide 10: Kingdom of Morocco is poised to become a regional EV powerhouse
MOROCCO Kingdom of Morocco is poised to become a regional EV powerhouse Morocco is a strategic location on global trade routes Port of Tanger is largest port in the Mediterranean Ports and transportation networks optimized for export and distribution of EV components. Free-trade agreements w
Slide 11: Phase I: Lola Graphite Project
PHASE I: LOLA GRAPHITE PROJECT
Slide 12: Lola Graphite Project Mining License
LOLA GRAPHITE PROJECT Lola Graphite Project Mining License Permits 1 Mining Permit (#22709) 4 2 Exploration Permit (#23178) Private Surrounded by existing 3 “Zone Stratégique” 3 1 2 infrastructure and significant exploration 4 “Zone Stratégique” potential to the north and 5 5 Exploration Permit (#22
Slide 13: Defined Resources and exploration potential
LOLA GRAPHITE PROJECT Defined Resources and exploration potential Feasibility Study by DRA (NI 43-101-compliant) completed in March 2023 OPEN ALONG S T R I K E & AT Environmental and mining permit received from Government of Guinea DEPTH 15-year mining permit awarded in Nov. 2019 for 94 Km2 R
Slide 14: Phase I PEA Results for graphite concentrate production
LOLA GRAPHITE PROJECT PHASE I PEA Results for graphite concentrate production I N S TA L L E D C A PA C I T Y: 9 4 k t p a HIGHLIGHTS Direct $136M Construction period of 14 months Indirect $25M Commissioning 3 months and 3 months ramp-up CAPEX Contingency $17M Simple, open pit mining of 2.5Mtp
Slide 15: Phase II: Morocco Anode Plant
PHASE II: MOROCCO ANODE PLANT
Slide 16: What is Coated Spheronized Purified Graphite (CSPG)?
ABOUT CSPG What is Coated Spheronized Purified Graphite (CSPG)? CSPG a specialized form of graphite used in the anodes of lithium-ion batteries. It's a key component for achieving high performance and long life in these batteries. CONCENTRATE – Natural Flake Graphite (-100 mesh) A Low-tech High-tech
Slide 17: Unique Consortium Positions Falcon to Execute its Vertical Integration Strategy
CORPORATE Unique Consortium Positions Falcon to Execute its Vertical Integration Strategy F A L C O N E N E R G Y M AT E R I A L S L A M A N C H A | FINANCIAL PARTNER Abu Dhabi-headquartered, TSX Venture-listed Global investment firm of Naguib Sawiris focused on industrial materials company aiming t
Slide 18: Falcon's Pilot Plant in Jorf Lasfar, Morocco
MOROCCO PILOT PLANT Falcon’s Pilot Plant in Jorf Lasfar, Morocco CSPG PILOT PLANT DESIGN Pilot plant on track to produce natural CSPG in Q4 2025 ENERGY MATERIALS FOR TOMORROW TSX.V: FLCN 18
Slide 19: Fast-Tracking Towards Building Full-Scale CSPG Plant
MOROCCO CSPG PLANT Fast-Tracking Towards Building Full-Scale CSPG Plant A N O D E P L A N T D E S I G N I N J O R F L A S FA R , M O R O C C O KEY FINANCIAL METRICS Capital Costs1 $86M Operating Costs1 $3,168/t Average Sales Price $8,300/t Target Production (All Products) 26ktpa Construction Time 15
Slide 20: CSPG Anode Plant Costs
MOROCCO ANODE PLANT CSPG Anode Plant Costs O P E R AT I N G C O S T S C A P I TA L C O S T S IN US$ PER TONNE CSPG Preliminary, General Earthworks and Power $466 $3M Leveraging existing Terracing Water $59 Civils, Architectural and Fencing $5M expertise significantly Reagent $1,149 Structural Steel
Slide 21: La Mancha Investment
APPENDICES La Mancha Investment La Mancha is pleased to support Falcon with this initial investment and, depending on the outcomes of the development programme, there is the potential for up to C$50 million in subsequent financings to fund Falcon A strong endorsement through to production. from soph
Slide 22: Milestones & Catalysts - 2025 is a pivotal year for Falcon
CORPORATE Milestones & Catalysts - 2025 is a pivotal year for Falcon Q1-Q2 Q3 Q4 2027 CLOSES DELIVERY FEEDSTOCK DISCUSSIONS FULL-SCALE Upsized SECURES Equipment Testing Potential PILOT PLANT PRODUCTION $6.52M Private Chemical for Pilot for CSPG offtake CSPG 26ktpa Placement Partner Plant suitability
Slide 23: Forward-Looking Statement
This presentation contains “forward-looking statements” or “forward looking information” within the meaning of applicable securities laws and other statements that are not historical facts. Forward-looking statements are included to provide information about management’s current expectations, estima
Slide 24: ENERGY MATERIALS FOR TOMORROW TSX.V: FLCN
Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause the actual results, level of activity, performance or achievements of the Corporation to be materially different from those expressed or implied by such forward-looking information, incl
Slide 25: Level 7, Al Maryah Tower, Abu Dhabi
Level 7, Al Maryah Tower Al Maryah Island, Abu Dhabi United Arab Emirates FALCONEM.NET | TSX.V: FLCN
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