5e Advanced Materials, Inc. · NASDAQ:FEAM
5e Advanced Materials — Investor Presentation (March 2023)
19 slides from 5e Advanced Materials's investor presentation, Mar 3, 2023
Slide 1: Contact Us
5Eadvancedmaterials.com J.T. Starzecki Chief Marketing Officer jstarzecki@5eadvancedmaterials.com Contact Us US Headquarters 19500 State Highway 249, Suite 125 Houston, Texas 77070 USA Telephone: +1 346-439-9656 US Field Office 9329 Mariposa Road, Suite 210 Hesperia, California 92344 USA Telephone:
Slide 2: Solid Foundations in Place
Solid Foundations in Place … Asset Quality 5E Boron Americas Complex – Phase 1 is in commissioning stage, with expected production to support cost optimization and large scale commercialization Critical Infrastructure designation by U.S. government reinforces our project’s importance to critical U.S
Slide 3: The future of Boron is 5E
Investor Presentation The future of Boron is 5E March 2023
Slide 4: Leadership Team With Diverse Skillsets and Proven Execution Capabilities
Leadership Team With Diverse Skillsets and Proven Execution Capabilities Leadership Team Paul Weibel Chief Financial Officer Dr Dinakar (Dino) Gnanamgari Chief Commercial Officer & Chief Technical Officer Chantel Jordan Senior Vice President, General Counsel and Chief People Officer 5E Board of Dire
Slide 5: Boric Acid Pricing Growth is Outpacing Inflation
Boric Acid Pricing Growth is Outpacing Inflation Early beginnings of a potentially large and fast growing market in need of reliable, domestic supply 1 Chinese Boric Acid Prices, indexed to July 1, 2020. Source: echemi.com. Price growth in the United States, Europe and other markets that 5E may even
Slide 6: Boron is an enabler of many decarbonization technologies
Neodymium Magnets are most commonly used in electric motors to power electric vehicles and wind turbine motors Electric Motors NdFeB - neodymium, iron, and boron SOLAR PANELS Borosilicate Glass to strengthen modules INSULATION Boron increases the infrared absorption of glass fibers, it helps to impr
Slide 7: Sustainability is an Important Focus of our Business
Sustainability is an Important Focus of our Business Building Blocks of 5E’s Sustainability Strategy Focus on Innovation A Collaboration and Partnerships B Climate Change Focus C Supporting United Nations SDG’s D ‘Clean Sheet’ Advantages E Enabling Decarbonization with Boron-based Advanced Materials
Slide 8: Defined and Complementary Corporate Strategic Priorities
Defined and Complementary Corporate Strategic Priorities 13 Commercial Initiatives Identify and execute on complementary partnerships; develop our Boron portfolio Commercial Initiatives Project Execution Lead: Dr. Dino Gnanamgari Bring our 5E Boron Americas Complex to production Project Execution Pr
Slide 9: … With Catalysts Expected to Come
… With Catalysts Expected to Come Production & Value Engineering Initial production in 2023 from 5E Boron Americas Complex – Phase 1 intended to confirm and to reinforce resource quality, while potentially providing boric acid and lithium carbonate for business development efforts with customers Int
Slide 10: 5E Boron Americas Complex Highlights
5E Boron Americas Complex Highlights 5E has unique opportunity to potentially develop this large and rare asset for which there is a market seeking new sources of reliable supply 5E Boron Americas Complex Port Of LA Port Of Long Beach Onshore, 100% owned or leased resource located in California Key
Slide 11: Pillars of the Boron Opportunity
Pillars of the Boron Opportunity Critical material used in wide range of decarbonization technologies (EVs, clean energy production) Demand and pricing growth currently outpacing inflation Propelling Decarbonization Sectors Pivotal time when demand for transition-enabling materials is expected to ac
Slide 12: Permitted Producer Building the World's Next Boron Producer
Permitted Producer Building the World’s Next Boron Producer 4 Exploration Study Construction We believe 5E is the only near term new Boron producer By Stage: Projects or Operations with exposure to Boron or related derivatives Source: Company materials and publicly available information. Note: Phase
Slide 13: Key Investment Highlights
Key Investment Highlights Large and Rare Asset Large and rare mineral resource in a strategic U.S. location designated as critical infrastructure by the U.S. government Anticipated boron supply gap due to lack of new projects and increasing demand Accelerating Demand Growth Strategic with utilities
Slide 14: Key Investment Highlights
Key Investment Highlights Large and Rare Asset Large and rare mineral resource in a strategic U.S. location designated as critical infrastructure by the U.S. government Anticipated boron supply gap due to lack of new projects and increasing demand Accelerating Demand Growth Strategic with utilities
Slide 15: Guiding Principles Driving our Every Decision
Guiding Principles Driving our Every Decision; Building our Business the Right Way Prudent Approach to Development Phase 1 feedback intended to drive plan and cost optimization for commercial production/large-scale facility; focus on optimizing path to production Accelerate to Market Expect to start
Slide 16: Confluence of Demand Growth and Growing Supply Shortfall
Confluence of Demand Growth and Growing Supply Shortfall 7 Continued Supply Pressures Bringing the Boron Supply Gap into Focus Supply / Demand Imbalance(1) (k tonnes; boric acid equivalent) Expected Widening of BORON+ Supply Gap Over Time Expected Demand Growth Driven by Key Decarbonization Sectors
Slide 17: Corporate Overview
Corporate Overview Ticker FEAM Cash Balance $56.8M 5EA Share Price $7.22 A$1.12 Common Shares / CDIs1 44.1M 441.5M Dilutive Securities2 4.4M 44.2M Undiluted Market Capitalization $319M A$494M Analyst Coverage Resource Size4 327M Tons Estimated Resource Grades4 8.22% Boric Acid 323 ppm Lithium Carbon
Slide 18: Disclaimer
Disclaimer FORWARD-LOOKING STATEMENTS The information in this Presentation includes “forward looking statements”. All statements other than statements of historical fact included in this Presentation regarding our business strategy, plans, goals and objectives are forward looking statements. When us
Slide 19: Customer-Driven Evolution in Project Execution
Customer-Driven Evolution in Project Execution Execution expected to be grounded in stakeholder management, with focus on sustainable value creation over time 1 Customers: Increased focus and priority to access reliable, high quality supply as demand continually outpaces future supply 2 Government A
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