Northern Graphite Corporation · TSXV:NGC
Northern Graphite — Investor Presentation (March 2024)
34 slides from Northern Graphite's investor presentation, March 2024
Slide 1: Innovation Unleashed
1 INNOVATION UNLEASHED ADVANCING MINING • POWERING BATTERIES • REDEFINING CARBON TSXV: NGC | OTC: NGPHF | FRA & XSTU: 0NG FEBRUARY 2024
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS 2 This presentation may contain forward-looking information and forward-looking statements (collectively, “forward-looking statements”) which relate to future events or future performance and reflect management's expectations and assumptions regarding Northern Graphite Cor
Slide 3: Cautionary Note to United States Investors Regarding Mineral Resources
CAUTIONARY NOTE TO UNITED STATES INVESTORS 3 REGARDING MINERAL RESOURCES Disclosure regarding mineral resource and mineral reserve estimates included in this presentation were prepared in accordance with National instrument 43-101 - Standards of Disclosure for Mineral Projects (“NI 43-101”). This pr
Slide 4: Purpose
PURPOSE 4 WORKING TOGETHER NOW TO ENABLE A GREENER TOMMOROW Our people, We are not Our communities, doing this alone, Our customers, we are part of Our World. the solution. We are more The change starts than just the now, we are not energy transition; waiting but we supply products improving every t
Slide 5: First Mover Advantage
FIRST MOVER ADVANTAGE 5 RIGHT COMPANY, RIGHT PLACE, RIGHT TIME Seamless Producing Now, Revenue Now, Ahead of Mine-to-Market Mitigating Risk Enduring Growth the Curve Journey
Slide 6: Innovation Unleashed
INNOVATION UNLEASHED 6 WHERE PROGRESS, SUSTAINABILITY AND LEADERSHIP MEET As North America's only producer of natural graphite, we are in a unique and strategic position. Our role extends beyond mere supply; we're at the forefront of powering the Electric Vehicle market with essential battery anode
Slide 7: Northern Graphite Corporate Profile
NORTHERN GRAPHITE 7 CORPORATE PROFILE PIONEERING PRODUCER POWERING EV SUPPLY CHAINS MASTERS OF INNOVATION SCALABLE MINES IN DRIVING THE LEADING IN CRAFTING STABLE JURISDICTIONS ENERGY TRANSITION CARBON MATERIALS • Growing current production at the • Meeting North America’s and Europe’s • Creating ne
Slide 8: Why Invest
WHY INVEST 8 FIRST MOVER ADVANTAGE IN MEETING NORTH AMERICA’S GRAPHITE NEEDS SECURITY OF MEETING MARKET EXPERIENCED MINE-TO-MARKET SUPPLY DEMAND LEADERSHIP • North America’s • IRA compliant supply to • Poised to supply western • Proven leadership only graphite producer North America’s EV world suppl
Slide 9: Our Strategy
OUR STRATEGY 9 Northern Graphite’s strategy is to leverage our unique position to become a vertically integrated mine-to-market company meeting the growing needs of the North American and European markets. • Producing graphite • Supplying battery anode material • Redefining carbon material solutions
Slide 10: Building an Integrated Producer
BUILDING AN INTEGRATED PRODUCER 10 MINE TO MARKET – Quick, Scalable Expansion with Capacity to produce at least 100,000 tpy Graphite by 2026 LAC DES ILES, QUEBEC OKANJANDE, NAMIBIA BISSETT CREEK, ONTARIO 25,000 tpy Nameplate Capacity w Expansion Potential To be Reactivated at 31,000 tpy Capacity w E
Slide 11: Graphite
GRAPHITE 11 FUELING THE GREEN ENERGY REVOLUTION In every flake of graphite we produce lies the power to drive the green energy revolution. From powering electric vehicles to innovating energy storage, we're not just mining graphite; we're creating a sustainable future.
Slide 12: Graphite: The New Strategic Mineral
GRAPHITE 12 THE NEW STRATEGIC MINERAL WIDESPREAD ELECTRIFICATION There is growing demand for graphite for clean and green tech applications , fuel cells etc. DRIVING THE EV REVOLUTION • Graphite, one of only two naturally occurring forms of carbon, is the anode material in Lithium-Ion batteries, and
Slide 13: Driving to the Top of EV Battery Chain
GRAPHITE 13 DRIVING TO THE TOP OF EV BATTERY CHAIN 1 Graphite, the anode material in 2 EV Market expected to triple EVs will Boost Graphite Demand Lithium-Ion batteries, is critical to by 2033 (Production demand for graphite, ‘000 tones) 4,000 the production of EVs as there is • Global sales of new
Slide 14: Government Support
GRAPHITE 14 GOVERNMENT SUPPORT EV PURCHASE INCENTIVES DRIVING DEMAND LANDMARK INITIATIVES TO DRIVE NORTH AMERICA EV INDUSTRY • Graphite designated a Critical Mineral 2023 by Canadian and U.S. governments • Subsidies/credits rollout under U.S./Canada 2024 energy transition policies • Under the U.S. I
Slide 15: Advanced Mining
ADVANCED MINING 15 NORTH AMERICA’S ONLY PRODUCING GRAPHITE MINE POISED FOR STRATEGIC GROWTH Lac des Iles, North America's only producing graphite mine, sets us apart and propels us towards an era of increased production and sustainable development.
Slide 16: Growing Production
GROWING PRODUCTION 16 NEAR TERM ORGANIC GROWTH TARGETING PRODUCTION OF 100,000 TPY WITH MORE THAN 3.29 MT OF M&I RESOURCE AND POTENTIAL TO GROW. LAC DES ILES OKANJANDE BISSETT CREEK 25,000 TPY 31,000 TPY IN PHASE I 44,000 TPY IN PHASE I • Cornerstone Asset • Planning to re-locate and reactivate • 10
Slide 17: Lac des Iles Highlights
LAC DES ILES 17 HIGHLIGHTS LAC DES ILES, QUEBEC PRODUCING ASSET PROVEN VALUE PATH FORWARD • Currently producing 10-15,000 tpy • Battery-grade graphite • New mineral reserve estimate expected of graphite concentrate • Established customer base to be published in early 2024 • Ramping up to nameplate c
Slide 18: Okanjande Highlights
OKANJANDE 18 HIGHLIGHTS OKANJANDE, NAMIBIA QUALITY LOCATION PROVEN VALUE PATH FORWARD • Located in Namibia, one of Africa’s • Fully permitted, former producing • One year to start up from finest mining jurisdictions mine (2017-2018) construction decision • Close to rail, paved roads • Battery-grade
Slide 19: Bissett Creek Highlights
BISSETT CREEK 19 HIGHLIGHTS BISSETT CREEK, ONTARIO QUALITY LOCATION PROVEN VALUE PATH FORWARD • Located in Ontario, 15 km from • Battery-grade graphite • Staged, two-phase development Trans-Canada highway • Permitting well advanced, to sync with market demand • Power, material and equipment PEA & Fe
Slide 20: Powering Batteries
POWERING BATTERIES 20 THE ANODE IN LITHIUM-ION BATTERIES The single-largest component of Lithium-Ion batteries.
Slide 21: Baie-Comeau: Bringing It All Together
BAIE-COMEAU: BRINGING IT ALL TOGETHER 21 DEVELOPING ONE OF NORTH AMERICA’S LARGEST BAM PLANTS BAIE-COMEAU, QUEBEC QUALITY LOCATION PROVEN VALUE PATH FORWARD • Located on a deep-water, • Graphite supplied from our • First Production targeted for 2027 all-season port and with access own mines and from
Slide 22: Battery Materials Group
BATTERY MATERIALS GROUP 22 LEADING THE CHARGE IN MINE-TO-BATTERY SOLUTIONS INNOVATIVE BATTERY TECH: EXPERT TEAM: MINING MEETS POROCARB® BATTERY SCIENCE • Advanced porous hard carbon for • A team of seasoned PhDs and scientists next-gen solid-state battery anodes specializing in carbon materials, • B
Slide 23: A Fully-Integrated Graphite Solutions Company
A FULLY-INTEGRATED GRAPHITE SOLUTIONS COMPANY 23 GRAPHITE FROM MINE-TO-BATTERY LDI & Bissett Creek Okanjande FLAKE GRAPHITE 50KT BAM 50KT BAM MINING MINING Partners Battery Materials 60 Acres Group 50kt X 4 Project Total Power Partners COATING Hydro Quebec + Alternative Green Energy Sources 50KT BAM
Slide 24: Bringing the BAM
BRINGING THE BAM 24 SUPPLYING NORTH AMERICAN GIGAFACTORIES By 2030, more than 400 gigafactories will be in operation globally, representing almost nine terawatt hours of annual Baie-Comeau production capacity, according to Benchmark Minerals Intelligence. An average gigafactory of 50GW requires Euro
Slide 25: Redefining Carbon
REDEFINING CARBON 25 Driving innovation across alternative energy, electronics, industrials, nanomaterials…
Slide 26: Key Business Segments
KEY BUSINESS SEGMENTS 26 PARTNERING WITH VALUE-ADDED MANUFACTURERS BATTERIES ELECTRONIC INDUSTRIAL, BUILDING GRAPHENE & DEVICES & HEAT MANAGEMENT NANOMATERIALS Multiple applications in BEV, Consumer electronics, Specialty fluid sealing, CASE(1) products, charging stations, marine, medical devices, r
Slide 27: De-Risking Value Creation
DE-RISKING VALUE CREATION 27 • LDI Phase 2 Drilling • Q1 OKJ restart • Targeting Bissett Creek Construction • BAM Plant Full • LDI Reserve/Resource estimate • LDI producing at full capacity • Planned OKJ expansion Production 200,000 tpy • LDI production increase • LDI PEA for potential Plant expansi
Slide 28: Scaling Mine-to-Battery Capabilities
SCALING MINE-TO-BATTERY CAPABILITIES 28 MEETING NORTH AMERICA’S GROWING GRAPHITE DEMAND Sustainable, integrated Mine-to-Market graphite producer ON ITI NSA TR Building North America’s largest, GY cleanest Battery Anode Material facility ER EN D/ AN Integrating downstream to manufacture EM graphite-b
Slide 29: Capital Structure
CAPITAL STRUCTURE 29 IMPROVING TOPLINE PERFORMANCE As at December 31, 2023 WORKING CAPITAL Basic Shares Outstanding 130,343,022 • Working capital of C$17.0 million including Cash of $2.2 million(1) Options & Restricted Share Units 11,275,384 prior to US$3 million financing Warrants (3) 32,827,800 fr
Slide 30: Experienced Leadership
EXPERIENCED LEADERSHIP 30 GLOBAL GRAPHITE INDUSTRY & MINING EXPERTISE HUGUES JACQUEMIN GUILLAUME JACQ KIRSTY LIDDICOAT DAVE MARSH CEO & Board Director CFO COO CTO A veteran in specialty materials, Our CFO brings a robust 20-year Our COO wields an M. Mining Armed with a B.Sc. (Hons) our CEO brings ov
Slide 31: Experienced Board
EXPERIENCED BOARD 31 GLOBAL MINING & INDUSTRY EXPERTISE GREG Chairman: Founder and former CEO of Northern Graphite, Greg boasts a B.Sc., MBA, and P.Geo., with 40 years in BOWES mining, engineering, and capital markets. Director and Chairman of the Compensation Committee: Cam holds a B.A., B.Ed., and
Slide 32: Unique & Ambitious Targets
UNIQUE & AMBITIOUS TARGETS 32 STRONG ESG TRACK RECORD – 30 YEARS OF GRAPHITE PRODUCTION HISTORY SUSTAINABLE MINING Carbon neutral product stream by 2039 • Water & dust management • Solar power Okanjande • Hydropower Baie-Comeau • Continuous mine site remediation HEALTH & SAFETY Industry leading safe
Slide 33: De-Risking Investment in the EV Revolution
INNOVATION UNLEASHED 33 DE-RISKING INVESTMENT IN THE EV REVOLUTION North American Focus First Mover Advantage Mine-to-Market Integration • Massive opportunity to provide • Only producer of natural graphite • Unique vision and value secure supply of graphite in North America proposition • Only North
Slide 34: Innovation Unleashed
34 INNOVATION UNLEASHED ADVANCING MINING • POWERING BATTERIES • REDEFINING CARBON TSXV: NGC | OTCQB: NGPHF | FRA & XSTU: 0NG INFO@NORTHERNGRAPHITE.COM +1 613 271 2124 NORTHERNGRAPHITE.COM
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