Volt Resources Ltd · ASX:VRC
Volt Resources — Investor Presentation (August 2024)
31 slides from Volt Resources's investor presentation, August 2024
Slide 1: An Integrated Battery Material Producer
An Integrated Battery Material Producer Critical Minerals | Battery Materials August 2024 6 X C An ASX: VRC Carbon Anode
Slide 2: Important Notices Disclaimer
Important Notices Disclaimer The information contained in this document (“Presentation”) has been prepared by Volt Resources Limited (the “Company”). It has not been fully verified and is subject Neither this presentation nor any copy of it may be (a) taken or transmitted into the United Kingdom, Ca
Slide 3: Corporate Overview
Corporate Overview Capital Structure. Listed on ASX ASX Code VRC Major Shareholders Major Shareholders 14.33% Kabunga Holdings Pty Ltd (as of June 2024) 4,99% PR & E Notman 3.03% 10 BOLIVIANOS PTY LTD 2.67% D Virgara 1.80% Bosswhat Pty Ltd Key Executive Team Executive Chairman Asimwe Kabunga Managin
Slide 4: The Volt Team
The Volt Team Battery Materials, Mining, & Specialty Chemical Background Asimwe Kabunga Prashant Chintawar Roman Saramaga Chris Larder Executive Chairman MD & CEO Director, VP, Technology Asimwe is a Tanzanian born Prashant is an entrepreneurial Zavalievsky Graphite Chris is VP of Technology for Aus
Slide 5: Volt Investment Rationale
Volt Investment Rationale 1 Clear Strategy – focus on battery grade graphite due to large addressable market, unique value proposition, and market tailwinds. We have a patent pending & environmentally superior process for ultra high purity (99.95%) battery grade graphite production. 2 Proven Graphit
Slide 6: The Key Minerals in an EV Battery
THE KEY MINERALS IN AN EV BATTERY ELEMENTS |@
Slide 7: Graphite Poised for Next Bull Market
Graphite Poised for Next Graphite Demand Vs Supply Bull Market Synthetic Graphite Anode: Natural Graphite Anode: 2022–2030 2022–2030 • Expect flake graphite prices to steadily grow over the Supply Demand Supply Demand next several years Growth Growth Growth Growth • Benchmark Flake Graphite Price Ch
Slide 8: Downstream Business and Upstream Business
Downstream Business (Natural Graphite Anode) + Upstream Business (Mining) 8
Slide 9: China Controls Graphite Refining
China Controls Graphite Refining US and Europe looking to build ex-China supply chain 9
Slide 10: Volt is a Proven Graphite Refiner
Volt is a Proven Graphite Refiner 10
Slide 11: Patent Pending Low-Cost Process for Ultra High Purity Graphite
Patent Pending Low-Cost Process for Ultra High Purity (99.95%) Battery Grade Graphite Production Existing High Purity (99.5%) Graphite Production Line US Provisional Patent (63/581,171) “Low-Cost HF Free Purification to Produce Battery Grade Graphite”. Step 1: Starting with flake graphite concentrat
Slide 12: Purification Can be Done Before or After Spheroidization
Purification Can be Done Before or After Spheroidization Non-Conventional Process for CSPG (Coated Spherodized Purified Graphite) Production Ore Grinding, Flotation, Volt’s Two Step Graphite Mining Concentration, Graphite Purification Pitch Coating Filtration (Refining) Milling, Spherodization, Ore
Slide 13: Non-Thermal and HF Free Refining Process
Volt’s Non-Thermal and Hydrofluoric Acid Free Refining Process Produces Battery Grade Graphite Features Benefits HF free process • No need to store hydrofluoric acid (HF) on-site • Lower cost • Ease of permitting Non-thermal purification • Lower cost Simple flowsheet • Low cost Proven • 99.5% produc
Slide 14: Volt's Graphite Refining Process
Volt’s Graphite Refining Process Volt analysis Volt’s Thermal Hydrofluoric Acid Chemical Purification Purification Process Economic Low Initial Capital Cost √ XX X Comparison Low Sustaining Capital Cost √ X X Low Operating Cost √ X X Technical Suitability of √ √ √ Comparison Graphite for LIB – Impur
Slide 15: Identified Site in Tuscaloosa, Alabama for Graphite Refinery
Identified Site in Tuscaloosa, Alabama for 20 ktpa Graphite Refinery Planned SOP in 2027 (contingent on funding) 15
Slide 16: New US Battery Manufacturing and Supply Chain Investments
New US Battery Manufacturing and Supply Chain Investments 16
Slide 17: High Purity Graphite Evaluation
High Purity Graphite Evaluation • One customer has been sent the sample and we are in discussion with additional potential customers. • Contingent upon funding, to further advance the dialogue we will generate more technical data and samples. 17
Slide 18: Downstream Business and Upstream Business
Downstream Business (Natural Graphite Anode) + Upstream Business (Mining) 18
Slide 19: Volt is a proven graphite producer with a mine in operation since 1934
Volt is a proven graphite producer with a mine in operation since 1934 Significant portion of graphite is fine Resources: 22.9 million ton at a mesh suitable for lithium-ion batteries grade of 6.8% carbon – subset of Grinding + Flotation + Filtration + overall deposit based on south-east Purificatio
Slide 20: Ukraine Status
Ukraine Status • Ukraine Law Firm has completed the warranty claim and presented to the Sellers. The claim significantly exceeded the deferred consideration amount of US$3.8M. It is now up to the Sellers to either accept the warranty claim or dispute the warranty claim through arbitration in London.
Slide 21: Tanzania Bunyu Graphite
Tanzania Bunyu Graphite Enough to power 2.8 million EVs per year Highlights Indian Ocean One of the largest graphite deposits in the world. 100% owned; Greenfield project; Bunyu is the largest JORC Mineral resource in Tanzania Tanzania Lindi On1y 140 km from Mtwara port Sealed Roads Two stage develo
Slide 22: Bunyu Stage 1 has Strong Project Economics
Bunyu Stage 1 has Strong Project Economics Feasibility study completed in August 2023 Stage 1 Project Unit Financial Performance 2023 Project Period - from first ore years 13.7 Total Net Revenue US$ M, real 433.2 Total EBITDA US$ M, real 169.6 IRR - before tax %, real 31.5 IRR – after tax* %, real 2
Slide 23: Bunyu Graphite Evaluation
Bunyu Graphite Evaluation • About 113 tonnes of Bunyu ore was mined in 2023, a portion of this was processed into graphite concentrate, and delivered to a customer in early 2024. • Technical evaluation was positive. Due to softness in the flake graphite prices, the Company decided to steer the discu
Slide 24: Stage 1 Bunyu Graphite Sold Under Offtakes
Stage 1 Bunyu Graphite Sold Under Offtakes Graphex Group Limited Offtake agreement signed with global battery anode material producer Graphex Group Limited subsidiary, Graphex Michigan 1 LLC. Graphex Group is listed on Hong Kong Stock Exchange and the NYSE. 7,500-10,000 tpa fine flake graphite for f
Slide 25: Graphite Projects & Inflation Reduction Act
Graphite Projects & Inflation Reduction Act 1. From 2027, Critical Minerals can not be Inflation Reduction Act, US extracted, processed, or recycled in a Foreign Entity of Concern Consumer Tax Credit, $7,500 per EV Eligibility Requirements 2. Foreign Entity of Concern – China, Russia, N Korea, & Ira
Slide 26: Asena Lithium Overview
Asena Lithium Overview Exploring on the shoulders of giants. Licence applications amongst Europe’s leading lithium-borate exploration projects Three license applications of 291km² in area with similar prospective geology and physical proximity 1 JADAR NORTH (area comprising 98.75km2) • Asena has dir
Slide 27: Asena Lithium Serbia Update
Asena Lithium Serbia Update • At the session held on 11 July 2024, the Serbian Constitutional Court issued Decision IUo-39/2022. The court said in a ruling that Decree on the Termination of the Decree on Establishing the Spatial Plan of the Special Purpose Area for the Implementation of the Jadarite
Slide 28: Gold Projects, Guinea
Gold Projects, Guinea HIGHLIGHTS FACT SHEET Location Guinea • Volt acquired 100% interest in three gold projects (Kouroussa, Mandiana and Konsolon) in Project Stage Exploration the richly mineralised Birimian Greenstone Belt in Guinea, West Africa. Business Gold and base metals • Three projects comp
Slide 29: Summary
Summary • Board of Director changes • Dom Virgara to join the Board to provide execution oversight • Board to take Director Fees in equity. CEO to take 50% in equity • Fiscal Discipline • The Company has successfully reduced the cash outflows. The net cash outflow during FY 2024 was $4,610,000 vs $9
Slide 30: Volt Transformation is Underway
Volt Transformation is Underway From mining only to an integrated materials producer Integrated Materials Producer Mining 1. Producing high purity (99.5%) graphite at 1. Development ready & one of the world’s largest commercial scale. Patent pending process for graphite project in Tanzania with offt
Slide 31: Contact
Contact Volt Resources Limited Level 25 108 St. Georges Terrace Perth WA 6000 P: +61 (0)8 9486 7788 E:info@voltresources.com 31