Northern Graphite Corporation · TSXV:NGC
Northern Graphite — Investor Presentation (January 2024)
25 slides from Northern Graphite's investor presentation, January 2024
Slide 1: Right Company, Right Place, Right Time
RIGHT COMPANY RIGHT PLACE RIGHT TIME JANUARY 2024 An Energy Transition Company NG C TS X V NG P HF O TCQ B NO RTHE RNG RAP HI TE . CO M 1
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS This presentation may contain “forward-looking information” which may include, but is not limited to, statements with respect to: timing of the receipt of governmental approvals and/or acceptances; targets, estimates and assumptions in respect of production and prices; amo
Slide 3: Cautionary Note to United States Investors Regarding Mineral Resources
CAUTIONARY NOTE TO UNITED STATES INVESTORS REGARDING MINERAL RESOURCES This presentation and other information released by the Company uses the terms “resources”, “measured resources”, “indicated resources” and “inferred resources”. United States investors are advised that, while such terms are reco
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS FIRST MOVER ADVANTAGE North America’s Only Graphite Producer MARKET/EV DEMAND PRODUCTION REVENUE NOW MINE-TO-MARKET § Producing Now • 30+ Years Serving Customers § North America’s Only Graphite § Graphite Supply Crunch Alternative to China* - 75,000tpy § China Graphite § Scalab
Slide 5: North America's Only Graphite Producer
NORTH AMERICA’S ONLY GRAPHITE PRODUCER EV ENERGY SECURITY REVOLUTION TRANSITION OF SUPPLY NG C TS X V NG P HF O TCQ B NO RTHE RNG RAP HI TE . CO M 5
Slide 6: Graphite - Timing Is Everything
GRAPHITE - TIMING IS EVERYTHING WELL-POSITIONED TO PROVIDE SECURE SUPPLY TO NORTH AMERICAN MARKET Graphite is the Anode in Lithium-Ion Batteries INCENTIVES FEOC/IRA Minimum Critical Minerals % Growing Market Demand Value in EV Battery Driven by the EV Revolution Source: Roskill - Natural & Synthetic
Slide 7: Building the Next Generation Carbon Materials Company
BUILDING THE NEXT GENERATION CARBON MATERIALS COMPANY VISION TO BECOMING AN INTEGRATED GRAPHITE COMPANY 30+ Years Producing and Selling Graphite NGC Operations & Proposed Operations 1. LDI MIne, Quebec 2. Okanjande Project, Namibia 3. Bissett Creek Project, Ontario 4. Baie-Comeau BAM Plant 5. NeoGra
Slide 8: Current Graphite Production and Near Term Organic Growth Profile
CURRENT GRAPHITE PRODUCTION NEAR TERM ORGANIC GROWTH PROFILE Clear Pathway to Grow from One to Three mines QUICK, SCALABLE EXPANSION The Lac des Iles Mine • Cornerstone Asset 80,000 • North America’s only producing graphite mine: 30+ year production history 70,000 75,000tpy • Modular expansion poten
Slide 9: Building an Integrated Producer
BUILDING AN INTEGRATED PRODUCER NORTH AMERICA’S ONLY NATURAL GRAPHITE PRODUCER Quick, Scalable Expansion Lac des Iles, Quebec Okanjande, Namibia Bissett Creek, Ontario 25,000tpy Nameplate Capacity 31,000tpy Capacity 44,000tpy Capacity w Expansion Potential w Expansion Potential w Expansion Potential
Slide 10: Graphite: Half the Li-ion Battery
RIGHT COMPANY, RIGHT PLACE, RIGHT TIME GRAPHITE: HALF THE LI-ION BATTERY As EV adoption grows, so will the demand for GRAPHITE
Slide 11: Lac des Iles (LDI) Mine Overview
LAC DES ILES (LDI) MINE OVERVIEW CORNERSTONE ASSET § North America’s only producing graphite mine § BAM produced from LDI graphite performs at or above commercial standards § Fully permitted mine, plant and tailings facilities § 30 years production history LDI has the potential to be scaled in a low
Slide 12: Okanjande Mine Overview
OKANJANDE MINE OVERVIEW NEAR-TERM PRODUCTION § Restart planned for early 2025 with 31,000tpy first phase production § Rebuilding for a Greener, more sustainable mine with expansion potential § Located in Namibia, one of Africa’s finest mining jurisdictions § Shipping access to Baie-Comeau and Rotter
Slide 13: Bissett Creek Project Overview
BISSETT CREEK PROJECT OVERVIEW ADVANCED STAGE CANADIAN PROJECT § 100%-owned, near construction ready § Project in Ontario - stable mining jurisdiction § High quality concentrates suitable for all industrial markets § Concentrates independently verified as battery grade § Permitting well advanced Fea
Slide 14: Graphite: The Anode in Lithium-Ion Batteries
RIGHT COMPANY, RIGHT PLACE, RIGHT TIME GRAPHITE: THE ANODE IN LITHIUM-ION BATTERIES The single-largest component of lithium-ion batteries
Slide 15: Baie-Comeau – Bringing It All Together
BAIE-COMEAU – BRINGING IT ALL TOGETHER ABOUT Developing One of the World’s Largest Battery Anode Material Plants § Targeting 200,000tpy BAM in 2030 C$500-C$2,500/MT § Modular Construction to meet market demand § Active conversations with Automakers and BAM Unit Sales Price OEMs for offtakes § Clean
Slide 16: A Fully-Integrated Graphite Solutions Company
A FULLY-INTEGRATED GRAPHITE SOLUTIONS COMPANY GRAPHITE FROM MINE-TO-BATTERY LDI & Bissett Creek 50kt BAM 50kt BAM Okanjande 600 Employees MINING MINING Per 50kt Partner 1 60 Acres/50kt x 4 COATING Project Total Power Hydro Quebec + Alternative Green Energy Sources Partners 2 + 3 LAB PILOT COATING 50
Slide 17: Graphite: The Industrial Materials Opportunity
RIGHT COMPANY, RIGHT PLACE, RIGHT TIME GRAPHITE: THE INDUSTRIAL MATERIALS OPPORTUNITY For alternative energy, electronics, industrials, nanomaterials…
Slide 18: Not Just Batteries: The NeoGraf Advantage
NOT JUST BATTERIES THE NEOGRAF ADVANTAGE Partnered with this Leading Provider of specialty, value added products manufactured from natural graphite. Strong IP portfolio – 150+ patents including EV batteries Recently launched alternative energy platforms Areas of Focus Blue-chip customer base and lon
Slide 19: Graphite: Driving the Energy Transition
RIGHT COMPANY, RIGHT PLACE, RIGHT TIME GRAPHITE: DRIVING THE ENERGY TRANSITION Northern Graphite’s Path Forward
Slide 20: Capital Structure
Capital Structure IMPROVING TOPLINE PERFORMANCE Healthy Cash Position • Global graphite markets tightening Capital Structure amid new China export controls 130,343,022 Basic Shares Outstanding • Sales rising quarter over quarter since H2 2023 Options & Restricted Share Units 11,275,384 • Committed t
Slide 21: Experienced Leadership
EXPERIENCED LEADERSHIP Global Graphite Industry & Mining Expertise HUGUES JACQUEMIN GUILLAUME JACQ KIRSTY LIDDICOAT DAVE MARSH CEO & Board Director CFO COO CTO § Over 30 years senior § 20 years of international § M. Mining Eng., B.Sc (Hons) § B.Sc. (Hons) F.AusIMM.CP management experience finance ex
Slide 22: Experienced Leadership: Global Mining & Industry Expertise
EXPERIENCED LEADERSHIP Global Mining & Industry Expertise GREG BOWES CAM BIRGE DONALD H. CHRISTIE FRANK O’BRIEN-BERNINI SAMANTHA ESPLEY Chairman Director | Chairman Director | Chairman Director | Chairman ESG & Director Compensation Committee Audit Committee Nominations Committees § Founder and form
Slide 23: Our Catalysts
OUR CATALYSTS NORTH AMERICA’S ONLY NATURAL GRAPHITE PRODUCER Scaling Mine-to-Battery Capabilities to North American EV Demand NG C TS X V NG P HF O TCQ B NO RTHE RNG RAP HI TE . CO M 23
Slide 24: Targeting Company-Wide Sustainability
TARGETING COMPANY-WIDE SUSTAINABILITY ESG : A UNIQUE HISTORY | AMBITIOUS TARGETS Building a strong ESG track record with 30 Years of Graphite Production History SUSTAINABLE MINING TARGET Develop carbon neutral product stream by 2039 • Water & Dust Management • Solar Power Okanjande • Hydropower Baie
Slide 25: Contact
RIGHT COMPANY RIGHT PLACE RIGHT TIME CONTACT Pav Jordan, VP Communications pjordan@northerngraphite.com Let’s Make it Happen! An Energy Transition Company NG C TS X V NG P HF O TCQ B NO RTHE RNG RAP HI TE . CO M 25
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