International Graphite Limited · ASX:IG6
International Graphite — Sydney Mining Club (May 2023)
26 slides from International Graphite's conference presentation, May 4, 2023
Slide 1: Presentation to Sydney Mining Club, 4th May 2023
Andrew Worland Managing Director and CEO Presentation to Sydney Mining Club, 4th May 2023 IG Corporate Presentation. May 2023
Slide 2: Acknowledgement of Country
Acknowledgement of Country International Graphite acknowledges the Traditional Custodians of Country throughout Australia, particularly the Whadjuk, WiIlman, and Wudjari Peoples of the Noongar Nation, and recognises their continuing connection to lands, waters and communities. We pay our respects to
Slide 3: Vision
Vision Western Australia’s first fully integrated mine-to-market producer of graphite battery anode material Springdale Graphite Project Mine 100% owned mineral resource Produce 95% grade graphite concentrate Truck 450km to Collie Collie BAM Production Processing graphite concentrate to prod
Slide 4: Global megatrends driving graphite demand
Global megatrends driving graphite demand Unprecedented forecast for batteries and battery minerals Governments worldwide Power and transport are phasing out new generate >70% combustion car sales of greenhouse and incentivising clean emissions energy technologies Decarbonisation is Major ec
Slide 5: EV sales to fuel lithium-ion battery demand
EV sales to fuel lithium-ion battery demand EVs expected to be 35% of all vehicle sales in ten years – 13x increase 1 International Energy Association EV Outlook 2023 IG Corporate Presentation. May 2023 p5
Slide 6: Graphite dominates the lithium-ion battery anode despite cathode formulation
Graphite dominates the lithium-ion battery anode despite cathode formulation Graphite makes up 95% of the anode in a lithium-ion battery… …up to 10x more graphite than lithium ~1kg of graphite is required for 1kwh Currently, almost every kilogram of battery anode material is processed throug
Slide 7: New graphite mines and anode capacity essential
New graphite (and other critical battery metals) mines and anode capacity essential “97 new natural flake graphite mines needed by 2035” – Benchmark Minerals Intelligence 1 International Energy Association EV Outlook 2023 IG Corporate Presentation. May 2023 p7
Slide 8: Corporate Overview
Corporate Overview Capital Structure IG6 Shares on issue 165.2M Market capitalisation as at 30 April 2023 $38.0M Phillip David Cash in bank (31 March 2023) $2.2M Hearse Pass Andrew Worland KMP Options (5 year term, ex price $0.30 -$0.40/share) 8.0M Matthew O’Kane Advisor Options (3 year term, ex pri
Slide 9: Springdale Graphite Project
Springdale Graphite Project Developing a high quality graphite resource at Hopetoun, Western Australia The world needs new graphite mines IG Corporate Presentation. May 2023 p9
Slide 10: Springdale Graphite Project
Springdale Graphite Project Key characteristics Springdale Graphite Project Inferred Mineral Drilling – 20,465m completed with four new graphite Resource Estimate –2% TGC cut-off JORC 2012 (1) discoveries in 2022-23 Domain Tonnes Density Graphite 100% owned – covering 168km2 with three licenses
Slide 11: Springdale Graphite Project
Springdale Graphite Project Exploration success with more substantial targets likely to add significant resources over time ~20,465m of drilling completed by IG since June 2022, building on 7,900m of previous drilling Four new graphite discoveries in 2022-23 Drilling confirms high grade domain
Slide 12: Springdale Graphite Project
Springdale Graphite Project Typical cross sections from diamond and RC drilling within the existing Mineral Resource – shallow, open at depth IG Corporate Presentation. May 2023 p12
Slide 13: Springdale Graphite Project
Springdale Graphite Project Target operations – subject to confirmation through feasibility studies Design subject to feasibility studies Ore mining – target of 250ktpa-500ktpa to be determined by updated mineral resource model and grade / tonnage profile Concentrate production – target of 40-
Slide 14: Collie Downstream Processing
Collie Downstream Processing Western Australia’s first fully integrated mine-to-market producer of graphite battery anode material IG Corporate Presentation. May 2023 p14
Slide 15: Capturing full resource value
Capturing full resource value Current Pricing1 US$810/T US$3,100/T+ US$8,500/T+ 1 FOB China Benchmark Intelligence – January/February 2023 IG Corporate Presentation. May 2023 p15
Slide 16: The Collie advantage
The Collie advantage Emerging battery and renewable energy hub with $662M WA Government investment in new industry Southern end of WA’s main industrial strip with strong focus on power and critical minerals 200km from Perth and 450km from Springdale on sealed roads Established infrastructure a
Slide 17: Collie Graphite R&D Facility
Collie Graphite R&D Facility First facility establishes a presence in Collie with pilot scale equipment $2.5M spent in Collie to date establishing pilot scale micronising, spheroidising mills and purification equipment Plant one of the first and most advanced of its kind in Australia Product t
Slide 18: Collie Graphite BAM Facility
Collie Graphite BAM Facility Scoping Study shows outstanding results and development pathway Unit CSPG Project USPG Project Scoping Study* completed to Association for the Advancement of Engineering (AACE) Class 5 with a nominal level of accuracy of ± 35% Annualised finished product Kt/y 18.6 20.0
Slide 19: Collie Graphite Micronising Facility
Collie Graphite Micronising Facility Springboard to early cashflow and a market for BAM by-products Rationale Micronised products are a by-product from BAM flowsheet Facility would develop markets critical for placement of BAM by-products and develop operations skills Cashflow generation prior
Slide 20: ESG commitment across the supply chain
ESG commitment across the supply chain Promoting sustainability along the value chain with mine to market oversight in Western Australia Smaller carbon footprint – 450km road haul means transport efficiency, reduced cost and waste Maximise use of available green energy from South West Intercon
Slide 21: Government backing for battery minerals
Government backing for battery minerals Potential for additional investment in IG6 Australia aspires to be a battery minerals superpower $200M Collie Industrial Transition Fund announced by the WA Government 25 November 2022 $50M Critical Minerals Development Program announced 17 January 2023
Slide 22: Expert professional team
Expert professional team Strong technical focus with decades of graphite experience IG Corporate Presentation. May 2023 p22
Slide 23: Stay tuned for…
Stay tuned for… Springdale resource and exploration drilling results – ~10,000 samples currently with assay laboratory Revised mineral resource estimate for Springdale Site selection for Collie Graphite BAM Facility Arrival of Collie Graphite Micronising Facility qualification scale plant, i
Slide 24: Vision
Vision Western Australia’s first fully integrated mine-to-market producer of graphite battery anode material Graphite – critical Supply deficits The right assets High calibre team Supportive Demonstrating Aiming to capture for electric inevitable in the world’s governments and the high
Slide 25: Disclaimer
Disclaimer Pursuant to ‘ASX interim guidance: Reporting scoping studies’, International Graphite provides the following commentary: 1 – Include all information required by the Listing Rules Note that The Collie Graphite BAM Facility Scoping Study does not rely upon estimated ore reserves / and or mi
Slide 26: IG6 is on track to be Western Australia's first integrated mine-to-market producer
IG6 is on track to be Western Australia’s first fully integrated mine-to-market producer of battery anode graphite – building Australia’s capability in critical minerals and an ethical supply to support global decarbonisation and the transition to renewable energy. International Graphite Limited And
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