Sarytogan Graphite Limited · ASX:SGA

Sarytogan Graphite — RIU Explorers Conference February 2023

16 slides from Sarytogan Graphite's conference presentation, Feb 13, 2023

  1. Slide 1: Progressing the Kazakh Giant

    For personal use only PROGRESSING THE KAZAKH GIANT R I U E X P LO R E R S CO N F E R E N C E F E B R UA R Y 2 0 2 3 I N V E S TO R P R E S E N TATI O N 1

  2. Slide 2: Sustainable Competitive Advantage

    Sustainable Competitive Advantage For personal use only Giant and exceptionally high-grade Inferred Mineral Resource of 209 Mt @ 28.5% TGC1. Premium sizing supports battery metals product strategy. Met test work scaling up after breakthrough 99.87% purity result 2. Kazakhstan is an established minin

  3. Slide 3: Corporate Overview

    Corporate Overview Capital Structure Stephen Penrose Non-Executive Chairman, LLB, J.D., For personal use only Lawyer and Managing Partner of Tottle Partners, specialising in corporate Shares on Issue (Undiluted) 132.6M and commercial litigation. Escrowed Shares (until July 2024) 53% Sean Gregory Man

  4. Slide 4: Kazakhstan – Mining on the One Belt, One Road

    Kazakhstan – Mining on the One Belt, One Road For personal use only Mining in Kazakhstan • Similar semi-arid land area to West. Aust. • Mining code based on West. Aust. • 40% of global uranium supply1 • 12th in global mining value1 • 13th largest oil producer1 Corporate income tax: 20%; mineral roya

  5. Slide 5: Regional Infrastructure Advantages

    Regional Infrastructure Advantages For personal use only 170km by highway to the large industrial city of Karaganda. 6km from bitumen road to project. 68km from nearest railway station. 2km from high-voltage power lines. Sufficient water supply available. 5

  6. Slide 6: High-Grade Graphite from Surface = Mining Economic Advantage

    High-Grade Graphite from Surface = Mining Economic Advantage For personal use only 6

  7. Slide 7: Drilling and Mineral Resource

    Drilling and Mineral Resource For personal use only JORC Inferred Graphite Mineral Resource1 TGC Cut-Off 15% Tonnes Contained Zone TGC (%) (Mt) Graphite (Mt) North 159 28.8% 46 Central 49 27.5% 14 Total 209 28.5% 60 • Graphitic shales enriched by contact metamorphism from intrusion of granitic dome

  8. Slide 8: Graphite is the major raw material in all EV battery types

    Graphite is the major raw material in all EV battery types For personal use only Cobalt, 8% Cobalt, 14% Cobalt, 17% Manganese, 8% Cobalt, 27% Manganese, 24% Cathode Other, 83% Manganese, 29% Nickel, 68% Nickel, 73% Nickel, 43% Nickel, 29% Lithium, 17% Lithium, 15% Lithium, 16% Lithium, 16% Lithium,

  9. Slide 9: Energy Technologies Require a Graphite Supply Response

    Energy Technologies Require a Graphite Supply Response For personal use only • Natural graphite has a lower CO2 footprint than synthetic and will grow from 40% to 60% of the anode blend. • Total natural graphite demand to increase 650% from 1.1Mt in 2022 to 7.2Mt in 20352 • …requiring 97 new mines a

  10. Slide 10: Battery Anode Product Strategy Driven By Prices

    Battery Anode Product Strategy Driven By Prices For personal use only Graphite Product Prices USD 3,000 • Traditional industrial uses requires coarse flake graphite (e.g. refractory uses, brake linings, lubricants etc) USD 2,000 • Li-ion batteries will drive natural graphite demand from 1Mt to 4Mtpa

  11. Slide 11: Premium Micro-Crystalline Sizing for Battery Anodes

    Premium Micro-Crystalline Sizing for Battery Anodes For personal use only In-Situ Mineralisation After Grinding and Flotation Coarse ribbons of graphite in a matrix of micro-crystalline graphite amenable to fine grinding for mineral liberation and premium sizing Thin section photomicrograph of St-11

  12. Slide 12: Metallurgical Pathway to Battery Anodes

    Metallurgical Pathway to Battery Anodes For personal use only Mineral Grinding & Alkaline Spheroidization Chemical Resource Flotation Roasting Purification Character Inferred low- premium micro- caustic low- milling acid strip crystalline temp Graphite purity 209 Mt @ 84% TGC2 99.70% TGC2 - 99.87% T

  13. Slide 13: Test Work Scaling Up for Battery Samples

    Test Work Scaling Up for Battery Samples For personal use only Bulk grinding facility Bulk flotation facility Spheroidized graphite for Germany Germany battery use (example) 60kg Sarytogan min. 27kg Sarytogan conc. 5kg per optimisation run 13

  14. Slide 14: 2023 Work Program

    2023 Work Program For personal use only Milestone 2022 Mar 23 Jun 23 Sep 23 Dec 23 2024 Drilling – 3,000m HQ DD Mineral Resource upgrade ✓ Bulk flotation test Spheroidization tests Battery performance tests Pre feasibility study Definitive feasibility study start Land access and approvals Kazakhstan

  15. Slide 15: Contact

    For personal use only CONTACT Sean Gregory Managing Director E: admin@sarytogangraphite.com.au W: www.sarytogangraphite.com.au +61 08 9388 8290 15

  16. Slide 16: Disclaimer & Compliance Statement

    Disclaimer & Compliance Statement Important Disclaimer Neither this Presentation nor anything contained in it forms the basis of any contract or commitment and it is not You must read this notice before reading or making any use of this Presentation (defined below) or any intended to induce any pers

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