First Graphene Ltd · ASX:FGR
First Graphene — INVEST Stuttgart 2024
28 slides from First Graphene's conference presentation, Apr 26, 2024
Slide 1: INVEST – Stuttgart
INVEST – Stuttgart PureGRAPH® - revolutionising material performance and providing low carbon solutions for a greener future 26th - 27th April 2024 ASX:FGE - INVESTOR PRESENTATION 1
Slide 2: Leading developer and manufacturer of PureGRAPH graphene products
▪ Leading developer and manufacturer of high-quality and commercial-scale graphene products, called PureGRAPH® ▪ PureGRAPH® is an additive that enhances material performance and properties of customers’ products, enabling cost-effective solutions to optimise energy capabilities and reduce emissions
Slide 3: Adding graphene enables significant performance improvements to any material
Adding graphene enables significant performance improvements to just about any product and material Thin Strong Flexible Impenetrable 0.345nm or one carbon 200 times stronger than steel Stretches up to 20% Fully impermeable barrier, atom thick even to helium gas Electrically conductive Thermally con
Slide 4: PureGRAPH is a high performing graphene additive
▪ PureGRAPH® is a high performing graphene additive, used across many consumer and industrial sectors ▪ Characterised by its large platelet size, high aspect ratio and low defect levels ▪ Batch-to-batch consistency ensured through strict, in-house quality control testing, and established repeatable
Slide 5: Secure supply and established manufacturing
▪ Secure supply of high-quality raw graphite material ✓ Secure supply ▪ ▪ Sourced from FGR’s graphite mining facilities in Sri Lanka (DSO)1 99% graphite ore used, directly from the ground ▪ Operational facility at Henderson, Western Australia ✓ Established manufacturing ▪ ▪ Graphene production capac
Slide 6: Proprietary manufacturing process with readily scalable technology
FGR’s proprietary manufacturing process has readily scalable technology to cater for growing demand High-quality graphite feedstock introduced into an electro- chemical cell, where it is exfoliated into graphene platelets Screening, filtration and refinement occurs, separating graphene from electrol
Slide 7: Graphene enhances properties and performance of industrial materials
Adding graphene to products enhances properties and performance of industrial materials and technology • Lightweight, improved strength, optimised energy generation and storage • Numerous benefits to high-growth and in-demand applications across a range of industries Cement and concrete Energy and s
Slide 8: Cement production is one of the world's largest industrial carbon polluters
Cement production is one of the world’s largest industrial carbon polluters – responsible for 8% of global emissions ▪ Global consumption of concrete stands at more than 4 billion tonnes per annum1, making it the most consumed material after water on the planet ▪ Global manufacturers committed to cu
Slide 9: Governments and industry driving green cement demand
UK, USA and EU governments and industry are actively driving “green cement” demand to achieve decarbonisation objectives Graphene addressable market ▪ Total global cement production in 2020 was 4.4 billion tonnes, and is forecast to grow at a rate of 5.1% per annum − UK, USA, and EU combined represe
Slide 10: Where do CO2 emissions come from in cement production?
In the cement production process, where do CO₂ emissions come from? Clinker is the main binding and strength component used to produce Ordinary Portland Cement ▪ For every tonne of clinker produced, 800kg to 900kg of CO2 is produced Lower carbon cements are made possible by adding PureGRAPH® - reduc
Slide 11: Agreement with Breedon Group following successful trials
▪ Following successful trials, FGR secured an agreement with Breedon Group, the leading cement manufacturer in the UK ▪ World-leading graphene-enhanced cement trials resulted in 15% reduction in carbon emissions and 10% increase in compressive strength ▪ Significant milestone for FGR and validates t
Slide 12: Phase one trials at Breedon's Hope Cement Works
▪ Phase one of world-leading trials in United Kingdom at Breedon’s Hope Cement Works in Derbyshire produced positive initial results, including: ▪ Up to 10% increase in early-stage compressive strength of CEM II cement ▪ Immediate 15% reduction in CO2 emissions as a result of Graphene-enhanced cemen
Slide 13: Phase two and three trials performance enhancement
▪ Phase two trials focused on optimising dosing methods, amounts, and general processing metrics ▪ Four tonnes of grinding aid containing PureGRAPH® successfully produced 600 tonnes of graphene-enhanced cement at production scale 7-Day Compressive Strength Improvement ▪ Phase three trials will test
Slide 14: Actively working with over 30 clients globally
Actively working with over 30 clients globally Applications Features Benefits Cement additives ▪ Green cement manufacturing ▪ Reduction of carbon emissions Enhanced dry mixing mortar ▪ Shotcrete and pumping applications ▪ Durability and strength ▪ Strengthen, improve durability and Concrete Admixtur
Slide 15: PureGRAPH as electrode additive for energy and storage
▪ Conductivity and strength of PureGRAPH® makes it ideal as an electrode additive in batteries and supercapacitors ▪ Continued development and evaluation of new material opportunities for graphene-enhanced energy storage devices Applications Clients and opportunities Features Benefits ▪ Government-f
Slide 16: PureGRAPH-enhanced composites
▪ PureGRAPH® -enhanced composites provide a significant improvement in material performance ▪ Fibre-Reinforced Polymer (FRP) composites use glass, carbon, aramid or natural fibres, in combination with polymer resins ▪ PureGRAPH® mixed with polymer resin prior to combination with the textile reinforc
Slide 17: Foams, coatings, rubbers and elastomers
▪ PureGRAPH® used to produce fire retardant foams & coatings, mechanically-enhanced rubbers and elastomers ▪ Wear linings for specialist footwear with PureGRAPH® have increased tensile strength, elongation, abrasion resistance, electrical and thermal conductivity ▪ PureGRAPH® benefits for coatings a
Slide 18: Energy creation and storage and industrial applications markets
Energy creation and storage ▪ Key value proposition: energy efficient, electrical and thermal conductivity Approx. annual graphene revenue1 ▪ Market size by 2027: • Solar Water Heating - $6.6 billion Total 0.3% of 0.6% of addressable Target Target • Perovskite - $3 billion demand Market Market • Sup
Slide 19: Commercial momentum and decreasing cash burden
Sales ($million) Commercial momentum $1.00 ▪ Continue to increase sales and consistent revenue growth $0.72 ▪ Cement and concrete segment nearing to mature sales profile ▪ Early adopter’s footprint increasing through organic growth $0.34 $0.29 ▪ Diversifying sales through provision of Development se
Slide 20: Scalable production capability and milestones
Pre-2020 2021 2022 2023 - beyond ▪ Established a world-class ▪ Unique, commercial- ▪ Readily scalable technology to ▪ Further optimisation to refine SCALABLE PRODUCTION production capacity with scale capability and address growing demand production processes, improve CAPABILITY scalable technology r
Slide 21: Upcoming milestones and priorities
Development of phase three graphene-enhanced cement trial with Breedon, focused on optimisation performance of PureGRAPH-CEM® at full scale production Launch PureGRAPH-CEM® as Cement Additive for both Breedon (UK exclusivity) and global cement partners Finalise trial plans with multiple domest
Slide 22: World-leading advanced materials supplier
World-leading advanced materials supplier Established global industry partnerships in focused on fast-growing graphitic place to leverage paths to major markets technologies Established international customer base, World-class production capacity with readily primed for substantial growth scalable t
Slide 23: Disclaimer
• This presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its contents are provided to the Recipient in confi
Slide 24: Contact details
1 Sepia Close, Henderson Western Australia 6166 P. +61 1300 660 448 Graphene Engineering & Innovation Centre University of Manchester Sackville Street, Manchester M13 9PL, United Kingdom P. +44 (0)161 826 2350 FIRSTGRAPHENE.NET info@firstgraphene.net ASX:FGE - INVESTOR PRESENTATION 24
Slide 25: Appendices
Appendices April 2024 ASX:FGE - INVESTOR PRESENTATION 25
Slide 26: Modular and scalable production plant, proprietary processing technology
Modular and scalable production plant + Proprietary processing technology ▪ Plant based in Henderson, WA ▪ Utilises own proprietary process of electrochemical exfoliation for producing graphene from graphite ▪ Current capacity of 100tpa of PureGRAPH® graphene products ▪ Process works by applying a v
Slide 27: PureGRAPH product range
NPA AQUA MB-LDPE MB-EVA MB-EVA-B Easy-to-use graphene Pelletised additive Extends applications for For dispersion across a Designed for blending into paste for formulation into designed for use in blending in elastomers range of solvents, polymer asphalt mixtures to Description water and polar polyo
Slide 28: Validating PureGRAPH to reduce carbon emissions
Validating PureGRAPH® as a viable product to reduce carbon emissions ▪ FGR-led consortium commenced graphene enhanced cement and concrete trials in June 2023 ▪ Graphene enhanced cement used to create a real-world wheel washing facility at a major infrastructure project in the UK ▪ Initial results de