Nano One Materials Corp · TSX:NANO
Nano One Materials — Investor Presentation (June 2022)
20 slides from Nano One Materials's investor presentation, Jun 21, 2022
Slide 1: Changing How the World Makes Battery Materials: Corporate Overview
Changing How the World Makes Battery Materials Corporate Overview 22 Patents (47+ Pending) $25B+ Cathode Market (2025) ww Nano One Materials Corp. | TSX: NANO | FF: LBMB | OTC: NNOMF w. n a n o o n e . c a | 2022-06-21
Slide 2: Disclaimers
Disclaimers TSX: NANO | FF: LBMB | OTC: NNOMF Disclaimer: Nano One expressly warns readers not to rely on the information herein for investment or other related purposes. Accordingly, any use of this information is at the reader’s risk and without liability to Nano One. The information contained her
Slide 3: 60+ Engineers, Scientist, PhDs, Leaders & Advisors
60+ Engineers, Scientist, PhDs, Leaders & Advisors Dan Blondal Alex Holmes Dr Stephen Campbell Dan Martino Paul Matysek CEO, Founder COO CTO CFO Chairman Dr. Yuan Gao Robert Morris Strategic Advisor Strategic Advisor 30+ yrs global expert in LiB materials. Morris Consulting Key LCO innovator & LFP l
Slide 4: Lithium-ion Batteries: Cathodes
Lithium-ion Batteries Boost Performance Reduce Cost Capacity $ Raw Materials Charge — Reduce Waste Scale kWh Rodrigo V. Salvatierra, Weiyin Chen and James M. Tour Cycling Cathodes Source: doi: 10.1002/aesr.202000110 Patented Proven Piloted Partnered Standard Advanced Solid State w w w. n a n o o n e
Slide 5: One-Pot Process and M2CAM
mine refine Cathode Development One-Pot Process • M2CAM® (metal direct to CAM) & • Coated Nanocrystal ↓ Costs ↓ Complexity ↓ Environmental Footprint Unlock barriers to 10M ton scale Differentiate – Localize – Sustain w w w. n a n o o n e . c a 5 | Nano One Materials Corp. | TSX: NANO | 2022-06-21
Slide 6: Nano One Québec
mine refine Nano One Québec • Acquire JMBM Canada ~Q1’23 • One-Pot compatible & • Fast tracks LFP/NMC strategy • 44+ team (400+ yrs know-how) • Proven automotive supplier • Manufacturing LFP since 2012 • Strategic location in Montréal • Room to expand (400,000 sf) w w w. n a n o o n e . c a 6 | Nano
Slide 7: Mining Partners
mine refine Mining Partners • US$10M 4.9% Partner • Fe powder & Li for LFP • Million TPA know-how & • Industrial technology giant • Largest Nb miner/refiner • Funded Nb Coatings for NMC • Mn feedstock LNMO & NMC w w w. n a n o o n e . c a 7 | Nano One Materials Corp. | TSX: NANO | 2022-06-21
Slide 8: Cathode Partners
mine refine Cathode Partners Joint Development & • HED CAM made w/ One Pot • eLNO CAM made w/ One Pot Asian cathode producer • LNMO CAM made w/ One Pot w w w. n a n o o n e . c a 8 | Nano One Materials Corp. | TSX: NANO | 2022-06-21
Slide 9: OEM Partners
mine refine OEM Partners Collaboration & MOU • Contract Development Programs • NMC, LNMO, LFP • LiB Cell Dev & Evaluation & • Techno-economic cost modeling • OEM scale plant engineering • LCA studies & ESG assessments • Supply chain development • Pilot, plant & invest decisions Undisclosed OEMs w w
Slide 10: Nano One HQ & Innovation Hub
Nano One HQ & Innovation Hub Burnaby, British Columbia, Canada 60+ people 15,000 + 9,300 sf (expansion) LFP, NMC, LNMO & other 22 Patents Granted & 47+ Pending Ideas , concepts, validation and tech demo Evaluate, optimize and joint development w w w. n a n o o n e . c a 10 | Nano One Materials Corp.
Slide 11: Nano One Québec – Commercialization Hub
Nano One Québec – Commercialization Hub Candiac, Québec, Canada 44+ people, 2400 tpa LFP plant 9.5 acres (400k sf, 40k sqm) Plant 80k sf sf, 8k sqm building Prototypes, operational validation, commercial qualification and production w w w. n a n o o n e . c a 11 | Nano One Materials Corp. | TSX: NAN
Slide 12: The Cathode Supply Chain is Long and Complex
The Cathode Supply Chain is LONG and COMPLEX convert lithium to hydroxide Adds Energy, Cost and Handling coated cathode Li2CO3 LiOH (coating prone to cracks) Coating add add add GHG metals lithium coating Mn MnSO4 Co CoSO4 PCAM CAM CAM Ni NiSO4 convert metals to sulfate precursor kiln Adds Energy, W
Slide 13: Nano One's M2CAM Metal direct to Cathode
Nano One’s M2CAM Metal direct to Cathode Eliminates Complexity, Waste, Cost & Carbon Footprint M2CAM uses metals (or MCO3, OH or ..) & Li2CO3 Lithiated avoids sulfates & LiOH Everything goes precursor* with Thermal into One-Pot dopants and processing NMC,HVS, coatings (shorter time) Finished CAM Coa
Slide 14: Multi-CAM Platform
LFP Multi-CAM Platform Coated NanoCrystal CAM adds Durability and Stability NMC811 Coated Nano Crystal One-Pot Process works with soluble inputs. Coatings segregate to LNMO surface of primary particle. Battery cycling causes No need to grow large volume changes that crack the protective coating of s
Slide 15: Innovation for the TWh World
Innovation for the TWh World One-Pot Simpler Process M2CAM Metals Lower Cost Flexible Feed Li2CO3 No wasteful by-product Enhance Performance Stephen Campbell, PhD, CSci, CChem, MRSC CTO - Nano One w w w. n a n o o n e . c a 15 | Nano One Materials Corp. | TSX: NANO | 2022-06-21
Slide 16: Environmental Solutions for the TWh World
Environmental Solutions for the TWh World Eliminate Wasteful By-products eliminate 2,300,000,000 kg/TWh sodium sulfate waste GHG Clean energy further reduces footprint O’Rian Reid, MSc, 60% less Water Scale-Up Manager, Nano One w w w. n a n o o n e . c a 16 | Nano One Materials Corp. | TSX: NANO | 2
Slide 17: No Waste Saves Water
No Waste Saves Water Lida Hadidi, MSc, PhD Director, R&D - Nano One Fewer Emissions w w w. n a n o o n e . c a 17 | Nano One Materials Corp. | TSX: NANO | 2022-06-21
Slide 18: Multi-CAM Strategy for Multi-CAM World
3,000 Multi-CAM Strategy for Multi-CAM World Total Addressable Market CAM (North American + EU) 2,500 source: Bloomberg 2021 LFP 2,000 ~$30B kTonnes/year 1,500 NMC ~$30B 1,000 500 LNM ~$25B 0 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 w w w. n a n o o n e . c a 1
Slide 19: Hybrid Business Model (License, JV, Production)
Hybrid Business Model (License, JV, Production) License Model • Fosters partnerships with experienced players • Licensee shares in the savings • Promotes mass adoption JV / Production Model • Demonstrates technology at commercial relevant scale Denis Geoffroy Commercialization Lead, Nano One • Activ
Slide 20: Nano One Quick Reference
Nano One Quick Reference Quick Facts Headquarters British Columbia, Canada (c. 2011) Employees 60+ Market Capitalization C$300M (USD$240M) 2022-06-14 Business Model License/Royalty Model/Self Production Cash Position Approx. C$48M March 31, 2022 Patents 22 in US, Canada, Japan, Korea, China, Taiwan
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