Reflex Advanced Materials Corp. · CSE:RFLX
Reflex Advanced Materials — Investor Presentation (October 2023)
28 slides from Reflex Advanced Materials's investor presentation, Oct 24, 2023
Slide 1: A Mine-to-Market Solution Provider Serving High Growth Graphite Demand
A MINE-TO-MARKET Corporate SOLUTION PROVIDER Presentation SERVING HIGH GROWTH 2023 GRAPHITE DEMAND CSE: RFLX OTC: RFLXF FSE: HF2
Slide 2: Forward Looking Statements
Forward Looking Statements This material includes “forward-looking” statements or information within the meaning of Canadian securities legislation and the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future events or the anticipated performanc
Slide 3: Investment Highlights
Investment Highlights Key Distribution Key Supply Relationships Relationships Typically sourced The graphite sales cycle is Reflex aims to reactivate supply of from China, long, upwards of 24 high-quality natural flake graphite months. REFLEX has concentrate from its Montana North American already b
Slide 4: Relationships with more than 25 key North American prospective customers
REFLEX has relationships with more than 25+ key North American prospective customers
Slide 5: Business Proposition
Business Proposition High Quality Flake & Vein Graphite REFLEX aims to provide high REFLEX aims to reactivate domestic mining operations of flake and vein graphite purity micronized graphite to that has extremely consistent, high quality graphite material based on a USGS customers in sample quantiti
Slide 6: We're not just a mining company
We’re not just a mining company, we aim to transform production into made-to-order market ready solutions. Paul Gorman, CEO & Director REFLEX ADVANCED MATERIALS © 2023 REFLEX ADVANCED MATERIALS 6
Slide 7: Market Overview
Market Overview Graphite is a perfect anode and has dominated the market since the birth of Micro Secondary Primary lithium-ion batteries. Supplier Crystalline Flake Vein Synthetic Synthetic There is currently no significant production of Asbury Carbons: US/Mexico X X X X X lithium-ion battery anode
Slide 8: Domestic Graphite
Domestic Graphite American content is becoming a priority for a growing number of manufacturers. Processing graphite in the US offers REFLEX a competitive advantage by enabling customers to increase the domestic content in their products. REFLEX aims to be a domestic producer of graphite meeting the
Slide 9: Mine-To-Market Demand
Mine-To-Market Demand Graphite shortage starting in 2022 Shortage to grow to 8 Million Tonnes by 2040 494% GROWTH Projected Graphite Demand by 2050 --World Bank Group, 2020 25X HIGHER Supply Target by 2040 (Paris Accord) --IEA Report, 2020 ZERO Production Current US Graphite Industry --US Geological
Slide 10: Natural Graphite Supply & Demand
Natural Graphite Supply & Demand Natural Graphite Demand Natural Graphite Production THE MATERIAL FOR A GREENER ECONOMY Flake Supply in 2022 Flake Supply in 2027 Million Tonnes 2.5 Battery Raw A single EV Material Demand 66.3k contains g 66.3kg of 2 2019 vs. 2029p graphite Graphite is projected to s
Slide 11: Domestic Drivers
Domestic Drivers MADE IN AMERICA Chinese Flake vs Spherical Production Estimates Regardless of natural/synthetic split, the anode market is entering a period of unprecedented demand growth ! Established lithium-ion technologies will dominate over the coming decade and graphite will play a leading CH
Slide 12: Montana Graphite Project
Montana Graphite Project Ruby Graphite Project, Montana
Slide 13: Low Cost Rapid Re-Entry
Low Cost Rapid Re-Entry Ruby Graphite Deposit, Montana Located in southwest Montana Previously discovered flake and vein graphite resource The only combined U.S. Graphite Flake & RUBY GRAPHITE PROJECT LOCATION Vein Graphite Source Produced from 1902 to 1948, then mostly forgotten Recent Samples Assa
Slide 14: Ruby Graphite Project
Ruby Graphite Project Graphite first discovered in 1887 Graphite mined in 1901-1919 Mine revamped before WW-II in Early 1940s and subsequently: ! Added mill with flotation circuit ! Processed existing ore pile ! Renewed mining of deposit More than 3,500 feet of tunnel More than 2,400 tons produced a
Slide 15: Department of Energy Awarding $2.8 Billion to Expand Domestic Battery Manufacturing
Department of Energy Awarding $2.8Billion USD to Expand Domestic Manufacturing of Batteries for EVs Department of Energy Graphite related grants Ruby Deposit is a prime candidate for US-sponsored awarded in 2022 are: initiatives which seek to establish domestic supply chains: ! Syrah Resources (SYR:
Slide 16: The Benefits of Vein Graphite in the Electrification Process
The Benefits of Vein Graphite in the Electrification Process ! Vein Graphite is molecular in ! Vein graphite has many hi-tech applications including structure to be ideal for Energy multi-layer graphene, de-salination filters and next Storage generation batteries ! Vein graphite require less steps !
Slide 17: ESG / Competitive Advantage
ESG / Competitive Advantage Natural flake graphite far less environmentally damaging than synthetic due to the amount of fossil fuels used to produce synthetic. Existing infrastructure usage: Processing plant to be located in the Dillon, Montana area with rail connection to U.S. destinations. Reduce
Slide 18: Project Peer Comparables
Project Peer Comparables World-Class Exploration CLOSE TO BATTERY DEVELOPMENT MARKET Target size with USGS NAME LOCATION MARKETS GRADE PROGRESS CAPITALIZATION demonstrated grade of material tested in previously Reflex Advanced Montana, USA X X Previously $19M Materials Producing Mine produced area r
Slide 19: Moving Ahead
Moving Ahead REFLEX will aim to qualify REFLEX will advance the potential CSPG customers by re-opening and production of having its material analyzed by quality flake and vein graphite best in class laboratories. The from its Ruby Graphite Project. refined Ruby graphite will be used as samples for c
Slide 20: Timeline
Timeline Q1 2023 Q1 2023 Q1 2023 Q2 2023 Q3 2023 Q2/Q3 2024 N1 43-101 Financing Customer Drilling at Bulk Graphite Technical & US Qualification Ruby Sample Resource Report on Government Program Graphite (Grade & Geology Funding Deposit Tonnage) Programs Ongoing Corporate Activities ! Ruby Graphite D
Slide 21: ZigZag Lithium Property
ZigZag Lithium Property The ZigZag Lithium Property consists of eight mining claims totaling approximately 2,710 hectares located in the Thunder Bay Mining Division, Crescent Lake Area, Ontario, Canada. The mineralization is based in pegmatite dikes, concentrated in the spodumene crystals which are
Slide 22: Team
Team Paul Gorman Greg Bell Tasheel Jeerh CPA CEO & Director Project Manager CFO Mr. Gorman is a resource sector focused Greg Bell is a multi-disciplined, engineering- Mr. Jeerh, CPA, CA is a finance and corporate specialist with over 25 years of management professional with more than 40 accounting p
Slide 23: Capitalization
Capitalization Shares Outstanding 52,674,736 Company Profile: Symbol: RFLX Warrants 11,587,336 CUSIP: 75865D 10 7 Formation: June 10, 2021 Options 4,300,000 Year End: January 31, 2023 Auditor: Smythe CPA Transfer Agent: Odyssey Trust Company Fully Diluted 68,562,072 © 2023 REFLEX ADVANCED MATERIALS
Slide 24: Thank You
THANK YOU Reflex Advanced Materials Corp. Corporate 915-700 West Pender Street Presentation Vancouver, BC V6C 1G8 Canada 2023 info@reflexmaterials.com CSE: RFLX OTC: RFLXF +1 (416) 768-6101 FSE: HF2
Slide 25: Reflex Files NI 43-101 Technical Report Highlights
Reflex Files NI 43-101Technical Report Highlights: Reflex commissioned Ethos Geological (“Ethos”) of Bozeman, Montana to perform field work during 2022, with the objective of identifying potential graphite-bearing areas and developing a geological model of the stratigraphy and structure, including;
Slide 26: Ruby Graphite Summer 2023 Drill Program Highlights
Ruby Graphite Summer 2023 Drill Program Highlights: The Ruby Graphite project (the “Project”) covers approximately 2000 acres and 96 federal lode mining claims located in Beaverhead County, Montana, USA. There is currently no commercial production of graphite in the United States. The Company’s init
Slide 27: American Energy Technologies Partnership Highlights
American Energy Technologies Partnership Highlights: Reflex has entered into a Material Processing Agreement (“MPA”) with American Energy Technologies Co. (“AETC”), which is based in Arlington Heights, Illinois. Under the terms of the agreement, AETC will conduct metallurgical testwork with the goal
Slide 28: Reflex Makes Investment into Graphene Company
Reflex Makes Investment into Graphene Company Highlights: Strategic investment in Bio Graphene Solutions Inc. (“BGS”). BGS is a private nanotechnology company that specializes in the production of high-quality graphene. As part of the strategic investment into BGS, Reflex expects to benefit by colla
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