Canada Carbon, Inc. · TSXV:CCB
Canada Carbon — Investor Presentation (March 2023)
40 slides from Canada Carbon's investor presentation, March 2023
Slide 1: Developing Multiple Natural Graphite Deposits Geared to the Green Economy
Developing Multiple Natural Graphite Deposits Geared to the Green Economy CANADACARBON.COM MARCH 2023 TSX-V:CCB | OTC:BRUZF | FRA:U7N1
Slide 2: Cautionary Statement Regarding Mineral Resources
Cautionary Statement Regarding Mineral Resources This presentation and other information released by Canada Carbon Inc. (the “Company”) uses the terms “resources”, “measured resources”, “indicated resources” and “inferred resources”. United States investors are advised that, while such terms are rec
Slide 3: Forward Looking Statement
Forward Looking Statement This presentation includes certain statements that may be deemed forward looking statements. All statements in this discussion, other than statements of historical facts, which address future production, reserve potential, exploration activities and events or developments t
Slide 4: Why Canada Carbon?
Why Canada Carbon? q Canada Carbon, Inc. (“CCB” or the “Company”) is the only North American graphite play developing multiple Canadian deposits targeting these broad range of applications Ø The Miller deposit is the only identified source of high purity run of the mine graphite suitable for nuclear
Slide 5: The Market
The Market
Slide 6: The Awakening
The Awakening “…The significance of foreign oil dependence is widely “…We are in the midst of a global battery arms race that is understood, but our foreign mineral dependence is equally intensifying. Lithium, graphite, cobalt and nickel are the key – if not more – serious. Last year we imported at
Slide 7: Graphite in Context
Graphite in Context Pre 1980: Pencils and Refractory Bricks Today: Lithium-Ion Batteries q Two megatrends driving explosive demand for lithium-ion batteries: Ø Unprecedented growth in electric vehicle adoption and production driving Ø Lithium-Ion Battery demand from grid storage applications to surp
Slide 8: Graphite Demand – The Rise of the Li-Ion Battery
Graphite Demand – The Rise of the Li-Ion Battery GRAPHITE CONSUMPTION & LI-ION BATTERY MARKET (2016 – 2026) (5) q Demand growth driven by Li-ion batteries for the EV automotive & power storage markets implying a need for 4x – 13x the current amount of graphite Ø 29% 10-year CAGR in electric vehicles
Slide 9: Value of Anode Material per Battery
Value of Anode Material per Battery Anode Material per Battery - 100% Synthetic q EV Car manufacturers are focused on evolving away Per/Tonne Per/Kilo from the 100% synthetic graphite anode model to one Synthetic Coated Spherical $ 10,000 $ 10 which incorporates increasing proportion of natural Amou
Slide 10: Graphite Demand – Energy Storage
Graphite Demand – Energy Storage “Electricity to grow twice as fast THE ENERGY STORAGE as overall energy growth REVOLUTION WILL demand” – IEA 41% STATIONARY DRIVE EXPONENTIAL GROWTH IN BATTERY ENERGY STORAGE 10 MATERIAL DEMAND: “Post 2035, more than 50% of YEAR CAGR … IN EXCESS OF 25X power generati
Slide 11: Explosive Growth in Capital Committed to Battery Capacity
Explosive Growth in Capital Committed to Battery Capacity q $65 Billion in capital committed through 2020 q 254 Gigafactories in the pipeline q Projected combined capacity exceeding 4,800 GWh by 2030 q 61.2% CAGR in gigawatt capacity Source: Benchmark Minerals Lithium-Ion Battery Megafactory Assessm
Slide 12: Natural Graphite: Key To Meeting Battery Demand Through 2030
Natural Graphite: Key To Meeting Battery Demand Through 2030 Graphite Uses Batteries Anode Material Split q Growth in demand for graphite from lithium-ion q Growth in the proportion of natural graphite in each batteries anode in the battery Source: Benchmark Mineral Intelligence (1) Batteries vs. Ot
Slide 13: Graphite Demand Growth to Outpace Other Battery Metals
Graphite Demand Growth to Outpace Other Battery Metals q Over 630% growth in demand through 2030 for graphite, the strongest growth of the key battery raw materials q Flake graphite prices continue to rise with a 16.9% increase year over year Source: Benchmark Mineral Intelligence, November 2021 CAN
Slide 14: Demand Is Expected To Outstrip Supply By 2023
Demand Is Expected To Outstrip Supply By 2023 q Graphite demand exceeding global supply by 400,000 tonnes by 2026 q China is expected to become a net importer of natural flake graphite by mid year 2022 q New production needed to come online to meet the strong growth market q Objective is to be well
Slide 15: Current Backlog of Mines in Development Falls Far Short
Current Backlog of Mines in Development Falls Far Short q According to Benchmark Minerals, natural graphite requires the greatest relative increase in current production capacity of any battery mineral in order to meet projected 2035 demand q The firm projects that we would need 97 additional natura
Slide 16: The Graphite Market – Market Groups
The Graphite Market – Market Groups NOT JUST BATTERIES GRAPHITE HAS A DIVERSE RANGE OF MARKET GROUPS AND APPLICATIONS FOR BOTH INDUSTRIAL AND EMERGING TECHNOLOGY NATURAL FLAKE GRAPHITE PRODUCTS THERMAL ENGINEERED PRODUCTS PLASTIC, POLYMERS, ENERGY STORAGE & BIO-TECH , MEDICAL & AGRICULTURE TECH & NU
Slide 17: What is an SMR?
What is an SMR? q Small modular reactors (SMRs) are advanced nuclear reactors that have a power capacity of up to 300 MW(e) per unit; about one- third of the generating capacity of traditional nuclear power reactors q SMRs, which can produce a large amount of low-carbon electricity, are: Ø Small: ph
Slide 18: The Global SMR Market
The Global SMR Market q The global small modular reactor market was valued at $3.5 Billion in 2020, and is projected to reach $18.8 Billion by 2030, growing at a CAGR of 15.8% q Modular reactors are primarily used for electricity generation; however, it is also used in seawater desalination, process
Slide 19: Graphite Used Across Multiple Platforms
Graphite Used Across Multiple Platforms Pebble Bed Reactor Technology Molten Salt Technology Source: McKinsey Consulting Source: International Journal of Energy Research q A Pebble Bed Modular Reactor (“PBMR”) is a small, q Normal Molten Salt Reactor (MSR) fuel is a molten modular nuclear reactor. T
Slide 20: High-Purity Graphite
High-Purity Graphite q Uniquely Low Boron Content Ø Boron has been recognized as the most important contaminant that can easily be incorporated into nuclear-grade graphite in detrimental quantities. Ø Because of the high neutron-absorption cross section of this element, it is essential that the conc
Slide 21: Developing Reach Into the Aerospace and Defense Industries
Developing Reach Into the Aerospace and Defense Industries q In October 2022, Canada Carbon entered into a memorandum of understanding (“MOU”) with Irondequoit Carbon Co., LLC (“Irondequoit”) providing for a future joint venture and the sale of a minimum of 25% of the graphite produced from the Mill
Slide 22: Collaboration Agreement with University of Manchester
Collaboration Agreement with University of Manchester q CCB is currently in discussions with the Nuclear Graphite Research Group, Henry Royce Institute at The University of Manchester on collaborating to develop the graphite material needed for next generation of nuclear reactors q Professor Abbie J
Slide 23: First World Location
First World Location
Slide 24: The Canada Carbon Advantage
The Canada Carbon Advantage q Quebec is “mining friendly” and ranked in the top 10 mining jurisdictions in the world by the Fraser Institute q Miller and Asbury are easily accessible by all-weather paved roads q A power line and rail corridor cross the Miller Property q Wide range of local resources
Slide 25: Canada: Plan to Become Critical Mineral Powerhouse
Canada: Plan to Become Critical Mineral Powerhouse q The European Union, the United States and Canada have all designated Graphite as a Critical Mineral q The Government of Canada has been most proactive in developing a list of 31 minerals considered critical for the sustainable economic success of
Slide 26: Quebec: Premier Mining Jurisdiction Globally
Quebec: Premier Mining Jurisdiction Globally q First Canadian province to develop and present a Critical and Strategic Mineral (“CSM”) development plan q Strategically located to supply high-growth markets in North America and Europe q Established, sustainable ecosystem and ongoing government-funded
Slide 27: Large Claims with Significant Exploration Upside
Large Claims with Significant Exploration Upside The Asbury Deposit The Miller Depost q Across two drill programs, less than 2% of the claim area comprising the Miller deposit have been explored q Until December 2022, there had been no exploration work done on the Asbury deposit since the 1970s Ø As
Slide 28: Assay Results Consistent with PEA
Assay Results Consistent with PEA q The Infill drilling program was designed to address two objectives: Ø Provide data to allow for redrawing of the pit borders Ø Allow for a revised resource estimate (expand and enhance) q Assay results confirm exploitable mineralization throughout the infill area
Slide 29: Evolution of Canada Carbon as a Leading Supplier
Evolution of Canada Carbon as a Leading Supplier 2016 - 2023: DEVELOPMENT 2023 - 2025: DE-RISKING MILLER 2025 – 2027: DE-RISKING ASBURY q Miller 1st Drill Program: 47 holes; 3,405m q Completion of Miller deposit q Completion of Asbury Environmental feasibility study Studies q Established measured/in
Slide 30: Shareholder Value Drivers: Next 12 Months
Shareholder Value Drivers: Next 12 Months q Miller deposit assay work has been completed and resulted in 30% increase in quantified resource q CCB has completed a new NI 43-101 which will be the basis of an updated PEA in 2023 q We have re-engaged with the municipal government to pave the way for a
Slide 31: Management & Governance
Management & Governance
Slide 32: Management and Board of Directors
Management and Board of Directors Ellerton J. Castor, MBA, BA (Hons) - Chief Executive Officer & Director Mr. Castor recently served as Chief Executive Officer of Ontario Graphite Limited (“Ontario Graphite”), a graphite mining company based in Toronto, Canada. Prior to assuming the role of CEO, Mr.
Slide 33: Management and Board of Directors (cont’d)
Management and Board of Directors (cont’d) Bruce Coventry, MBA - Director Mr. Coventry brings more than 35 years experience in the automobile industry to his position on the Board. He has held senior management positions with General Motors, Ford, Chrysler, Global Electric Motorcars and Dresser Inc.
Slide 34: Technical Advisory Committee
Technical Advisory Committee E. Richard Klue, B.Com, NHD Ext.Met (Edward) Richard Klue has been involved in the mining industry for over 30 years, including 18 years in operations and sustaining capital projects, project development and management. His professional experience has involved the full m
Slide 35: Excellent Share Structure
Excellent Share Structure
Slide 36: Share Capital Structure as of March 22nd, 2023
Share Capital Structure as of March 22nd, 2023 Canada Carbon, Inc. Company / Ticker CCB.V Share Price $ 0.05 Shares Issued and Outstanding 154,417,300 Market Capitalization $ 7,724,900 Options 7,809,000 Warrants 22,406,650 Fully Diluted 184,632,950 $ 0.10 52-Week High/Low $ 0.03 CANADACARBON.COM 36
Slide 37: 36 Month Trading History
36 Month Trading History All data as of March 22nd, 2023 CANADACARBON.COM 37
Slide 38: Comparable Companies
Comparable Companies Shares Market Cap 1 Year Total Name Symbol Project Location Price 52 Week Low 52 Week High Outstanding (MM) (MM) Return (%) Canada Carbon Inc CCB.V Canada $ 0.0500 154 7.7 $ 0.0300 $ 0.1000 (37.5) Battery Minerals Ltd BTRYF Mozambique $ 0.0029 2,925 8.5 $ 0.0015 $ 0.0097 (51.7)
Slide 39: Investment Case
Investment Case q Great market fundamentals q Located in superlative jurisdiction Ø Canada – tremendous critical mineral story Ø Quebec – focused on investment in the sector q Multiple deposits Ø Diversification of exploration risk Ø Ability to target multiple high margin applications q Tremendous e
Slide 40: Ellerton J. Castor Chief Executive Officer
Ellerton J. Castor Chief Executive Officer (917) 446-4213 info@canadacarbon.com canadacarbon.com TSX-V:CCB | OTC:BRUZF | FRA:U7N1