First Graphene Ltd · ASX:FGR

First Graphene — Wholesale Investor, Sydney Emerging Company Investor Luncheon (November 2017)

28 slides from First Graphene's conference presentation, Nov 29, 2017

  1. Slide 1: Wholesale Investor Presentation

    ASX Announcement 29 November 2017 Wholesale Investor Presentation The Manager Company Announcements Office ASX Limited Level 6, 20 Bridge Street SYDNEY NSW 2000 First Graphene Limited is pleased to advise that the Company’s Chairman, Mr Warwick Grigor, will be making a presentation at the Wholesale

  2. Slide 2: About First Graphene Ltd

    ASX Announcement 29 November 2017 Wholesale Investor Presentation About First Graphene Ltd (ASX: FGR) First Graphene produces high quality graphene from high grade Sri Lankan vein graphite. First Graphene seeks to develop graphene production methods and acquire graphene related intellectual property

  3. Slide 3: Advancing Graphene Innovations and Intellectual Property

    ADVANCING GRAPHENE INNOVATIONS AND INTELLECTUAL PROPERTY November 2017

  4. Slide 4: Who wants a mobile that recharges < 30 seconds?

    Who wants a mobile that recharges < 30 seconds? FGR will soon be able to do this for you, using the BEST Battery technology How can this be possible?

  5. Slide 5: Its all about graphene, an extraordinary material

    Its all about graphene, an extraordinary material Graphene is the wonder material of the 21st century … • Thinnest material known to man – one atom thick • Strongest material – 200x stronger than steel • Best electrical conductor– 100x greater than copper • Best thermal conductor – for dispersion of

  6. Slide 6: Different qualities mean different pricing

    Different qualities mean different pricing Graphene is a form of carbon consisting of planar sheets which are one atom thick, with the atoms arranged in a honeycomb-shaped lattice. Price varies with quality and volume Indicative Prices in US$, order sizes of 100 kg  Graphene (monolayer) $1,000/kg 

  7. Slide 7: So, back to the 30 second charging of the phone

    So, back to the 30 second charging of the phone FGR is developing the BEST Battery (Bolt Electric Storage Device) • Physical storage energy rather than chemical storage • No risk of thermal runaway • No degradation of battery over time, > 10,000 cycles (> 10 years) • Up to 75% weight reduction • Fle

  8. Slide 8: Technology and Commercialisation

    Technology and Commercialisation BEST Battery Technology developed by Swinburne University • Working on scaled up proto-type for demonstration in 2018 • Using laser printing on graphene oxide to create nanopores to store electricity • Achieving 10x greater energy density that existing technology • P

  9. Slide 9: First Graphene – the Leader in the Graphene Field

    First Graphene – the Leader the Graphene Field The first ASX-listed company to open a commercial graphene production plant • Official opening 23rd November, 2017 • Plant commissioning over the next three months • Capacity for up to 90 tpa of graphene • Breakeven throughput 18 tpa of graphene • Initi

  10. Slide 10: Accessing the Entire Graphene Value Chain

    Accessing the Entire Graphene Value Chain First Graphene is a vertically integrated company ;  It buys and mines the vein graphite ore in Sri Lanka  It converts the graphite into graphene at > 90% yield  It provides secondary finishing of graphene to meet customer needs  It develops IP for graph

  11. Slide 11: Unique Competitive Advantages

    Unique Competitive Advantages 9 First Graphene Limited holds a number of competitive advantages, which include;  Modular process that limits up-front capital  Highest graphite grade in the world means lowest operating costs – 97%  First true bulk tonnage producer in the market  Lowest defect gra

  12. Slide 12: FGR's Science-Based Developments

    FGR’s Science-Based Developments 10  FGR is a leading participant in the Australia Research Council Hub for Graphene Enabled Industry Development.  Three universities and five Australian businesses over three years. FGR is focused on;  Fire retardants  Conductive polymers  Building materials

  13. Slide 13: FGR's Science-Based Developments

    FGR’s Science-Based Developments 11 Strategic partnership to develop and commercialise graphene manufacturing technology using; • Vortex fluidic device (VFD) • Turbo Thin Fluidic Device (T2FD)

  14. Slide 14: Flinders University

    Flinders University 12 These new process technologies have the potential to significantly enhance the following areas:  Be a delivery device for the dispersion and functionalisation of graphene powders into the client’s production stream.  Further enhance the graphene produced from the FGR product

  15. Slide 15: FGR's Science-Based Developments

    FGR’s Science-Based Developments 13 Developing the BEST Battery; • Potential to make Li-Ion batteries obsolete • Safer and more environmentally friendly • Charges phones in < 30 seconds • Life of > 10,000cycles

  16. Slide 16: There is nothing better than vein graphite

    There is nothing better than vein graphite 14 It starts with… …the highest grade graphite …and the best quality …in the world Compound Concentration Absolute Error Name (%) (%) 1 C 99.87 2 Mg 0.01 0.003 3 Al 0.01 0.003 4 Si 0.04 0.006 5 Cl 0.02 0.004 6 Ca 0.00 0.002 7 Fe 0.04 0.006 Results of XRF WD

  17. Slide 17: A simple, one step process

    A simple, one step process 15 First Graphene Process… one step, low cost to graphene Exfoliate in Saleable Vein Graphite Graphene Cell Graphene Flake Graphite Process… > 10 steps Flake Regrind and Graphite Mine Crush Grind Flotation Flotation Ore Saleable Graphene Regrind & Purification Concentrate

  18. Slide 18: The highest quality graphene

    The highest quality graphene 16 …which enables the production of the highest quality graphene, confirmed with Raman Spectroscopy and product specs. Products Specifications  Raman spectrum of FGR Graphene Powder showing a strong G band and a low D/G ratio of 0.12 confirming the pristine nature of th

  19. Slide 19: Directors, Management & Consultants

    Directors, Management & Consultants 17 Dr. Andy Goodwin Advanced Material Specialist  Ph.D. scientist with extensive leadership experience in innovation and new business growth within the specialty chemicals industry  Strong technical & financial skills – PhD scientist with business school trainin

  20. Slide 20: Directors, Management & Consultants

    Directors, Management & Consultants 18 Warwick Grigor Non-Executive Chairman  Respected and experienced mining analyst.  Mr. Grigor's research knowledge and market intelligence gives First Graphene a strong strategic direction.  Bachelors of Law and Economics from the Australian National Universi

  21. Slide 21: Directors, Management & Consultants

    Directors, Management & Consultants 19 Craig McGuckin Managing Director  Qualified mining professional with in excess of 35 years experience in the mining, drilling and petroleum industries.  Held senior positions in private and publicly listed companies.

  22. Slide 22: Directors, Management & Consultants

    Directors, Management & Consultants 20 Peter Youd Executive Director, Chief Financial Officer & Company Secretary  Chartered Accountant and has extensive experience within the resources, oil and gas services, and mining.  For over 35 years has held senior management positions and directorships for

  23. Slide 23: Directors, Management & Consultants

    Directors, Management & Consultants 21 Chris Banasik Non-Executive Director  Master’s Degree in Mineral Economics from University of WA and Bachelor’s Degree in Applied Physics from Curtin University.  Formerly Director of Exploration and Geology of Silver Lake Resources.  Held senior geological

  24. Slide 24: Corporate

    Corporate 22 Capitalisation Share Price History (Source Westpac) Shares On Issue 373,761,237 Price (29/11/17) ($) $0.110 Market Cap ($m) $41.11 52 Week High ($) $0.140 52 Week Low ($) $0.060 Cash (30/09/17) ($m) $2.49 Debt ($m) $0.00 Enterprise Value ($m) $38.62 Board and Management Warwick Grigor –

  25. Slide 25: So, what does FGR offer its shareholders?

    So, what does FGR offer its shareholders? The lowest risk exposure to the exciting graphene revolution It offers opportunity and optionality An existing production facility No intimidating capex requirements Highest profit margin graphene Valuable scientific developments and IP FRG is perfectly posi

  26. Slide 26: Important Notice

    Important Notice 24 These presentation materials Presentation Materials) are being issued solely to and directed solely to Sophisticated and Professional Investors, as those terms are defined in the Corporations Act 2001 (Cth), who may have interest in investing in First Graphene Limited (the Compan

  27. Slide 27: Important Notice

    Important Notice 25 NODISCLOSUREDOCUMENT REQUIRED Byreceivingthe PresentationMaterials,youacknowledge and represent to the Company thatyouhave read, understoodand accepted the terms of this disclaimer andare a sophisticatedorprofessionalinvestorora person to whomanoffer andissue of shares maybe made

  28. Slide 28: It's all about quality!

    No substitutes: IT’S ALL ABOUT QUALITY!

First Graphene — Wholesale Investor, Sydney Emerging Company Investor Luncheon (November 2017) on 6ix