Ecograf Ltd. · ASX:EGR
Ecograf — Canaccord Genuity Inaugural "Charging Up" Battery Technology Conference 2021
27 slides from Ecograf's conference presentation, Dec 7, 2021
Slide 1: Canaccord Genuity Inaugural Charging Up Battery Technology Conference Presentation
For personal use only 7 December 2021 Canaccord Genuity Inaugural “Charging Up” Battery Technology Conference Presentation ASX: EGR FSE: FMK OTCQX: ECGFF
Slide 2: Disclaimer
Disclaimer Securities Disclaimer For personal use only This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Such offer can be made only through proper subscription documentation and only to investors meeting strict sui
Slide 3: Diversified Battery Anode Material Business
DIVERSIFIED BATTERY For personal use only ANODE MATERIAL BUSINESS SUPPORTING THE GLOBAL TRANSITION TO CLEAN ENERGY AND E -MOBILITY TANZANIAN GRAPHITE PRODUCT DEVELOPMENT PROJECTS & INNOVATION Scalable mining projects for Products to support new long-term supply of natural technologies and graphite p
Slide 4: Corporate summary
Corporate summary Board & Executive Management Business Locations Share Price For personal use only Skellefteå Industrial Site Pilot Plant Chairman Managing Director German Office Robert Pett Andrew Spinks Shares on issue: 450m Epanko Director Chief Financal Officer Graphite Unlisted performance rig
Slide 5: Compelling market opportunity
Compelling market opportunity For personal use only 5 5
Slide 6: Lithium-ion battery chemistry
Lithium-ion battery chemistry For personal use only Graphite is the major raw material in lithium-ion batteries Lithium 17% Lithium 15% Lithium 16% Lithium 16% Lithium 11% Cathode Nickel 29% Nickel 43% Nickel 68% Nickel 73% Other 83% Manganese 29% Manganese 24% Manganese 8% Cobalt 27% Cobalt 17% Cob
Slide 7: Market and pricing outlook
Market and pricing outlook For personal use only GRAPHITE PRICES FORECAST BATTERY UP 16% MARKET GROWTH OF 30%PA TO 2030 LAST QUARTER 7 7
Slide 8: European demand growth in key regions
European demand growth in 3 key regions Over 1,000 GWh/a lithium battery cell production capacity announced through to 2030 For personal use only WESTERN EUROPE NORTHERN EUROPE UK ∑ ~55 GWh/a ∑ ~1,000 GWh/a Norway ∑ ~70 GWh/a Sweden ∑ ~40 GWh/a Germany ∑ ~270 GWh/a EASTERN EUROPE Poland ∑ ~65 GWh/a
Slide 9: Patent Accepted for HFfree Battery Anode Material Process
Patent Accepted for HFfree Battery Anode Material Process For personal use only ▪ International Examining Authority deems all 25 patent claims novel and inventive. PURIFIED BATTERY ▪ Paves the way for grant of the ANODE patent MATERIAL ▪ Covers production of battery anode material and recycling aECO
Slide 10: POSCO Intl. enters into battery anode material agreement
POSCO Intl. enters into battery anode material agreement For personal use only is a major South Korean industrial group and leading battery anode manufacturer Highlights: Intention to enter into a formal offtake agreement for South Korean (SK) market to drive raw material demand: the supply of EcoGr
Slide 11: Battery Anode Material Business
For personal use only DEVELOPMENT READY Battery Anode >60% YIELD MAXIMISE EFFICIENCY AND PROFITABILITY Material Business. 75% WATER TO BE REUSED IN OPERATION 11
Slide 12: Western Australia: Kwinana-Rockingham battery minerals developments
Western Australia: Kwinana-Rockingham battery minerals developments Globally recognised location for processing of battery minerals For personal use only BAT T E RY A N O D E FAC I L I T Y I S C O M P L E M E N TARY TO T H E C AT H O DE D E V E LO P M E NT S 12 12
Slide 13: Western Australia: Kwinana-Rockingham hydrogen developments
Western Australia: Kwinana-Rockingham hydrogen developments Planning commenced for new hydrogen clean energy developments For personal use only 13 13
Slide 14: Battery graphite business summary
Battery graphite business summary STATE-OF-THE-ART FACILITY TO DELIVER HIGH For personal use only QUALITY, SUSTAINABLY PRODUCED HF-FREE ECOGRAF’S FIRST FACILITY TO MEET HIGH BATTERY ANODE MATERIAL PRODUCTS GROWTH GLOBAL BATTERY DEMAND Initial commercial production plant commencing at 5,000tpa and ex
Slide 15: Western Australian battery anode materials processing facility
Western Australian battery anode materials processing facility For personal use only IMMEDIATE NEXT STEPS • Site layout and design for 5,000 tonnes per annum plant optimised to extract maximum efficiency • Project schedule de-risked with procurement activities focused on securing long lead items of
Slide 16: Sustainability focus and product development initiatives
Sustainability focus and product development initiatives For personal use only BATTERY ANODE MATERIAL PRODUCTS Main Product Secondary Product Product Development of Bi-Product Fines ELECTRIC VEHICLES, HYBRID CARS/ POWER TOOLS CAST & GREY CAST STEEL AA, AAA, Li-ION CEM LUBRICANTS, THERMAL END USE STO
Slide 17: Global expansion strategy for EcoGraf's battery anode business
Global expansion strategy for EcoGraf’s battery anode business Supply of sustainably produced HFfree battery anode materials to key growth markets For personal use only Potential additional site locations under evaluation Sweden Reservation agreement signed with the Skellefteå municipality for a 65,
Slide 18: Natural Flake Graphite Business
For personal use only DEVELOPMENT READY Natural Flake US$44.5M ANNUAL EBITDA Graphite Business. 60,000TPA NATURAL FLAKE GRAPHITE 18
Slide 19: Natural graphite business summary
Natural graphite business summary LONG LIFE EPANKO Capital investment • Bankable Feasibility Study completed by For personal use only Defined, De-risked and Ready For GR Engineering Services GRAPHITE MINE TO SUPPLY INDUSTRIAL 60,000tpa Construction • Bank appointed Independent Engineer’s AND BATTERY
Slide 20: Lithium-ion Battery Recycling Business
For personal use only PILOT SCALE READY Lithium-ion Battery Recycling Business. 20
Slide 21: Battery recycling
Battery recycling For personal use only Market Overview EU legislation to require more battery Recycling efforts have focused on cathode metals recycling and greater transparency in the raw materials supply chain Carbon anode materials are currently not recovered Carbon material which is a waste pro
Slide 22: Recycling strategy for recovered anode material
Recycling strategy for recovered anode material For personal use only Prioritising high value natural and synthetic industrial applications for reuse of carbon anode material in industrial applications. 22 22
Slide 23: Next steps - modular recycling pilot plant
Next steps - modular recycling pilot plant Key features: For personal use only • Capacity of 50-100kg/hr • Capital cost US$4.5m • State-of-the-art-facility utilising EcoGraf™ HFfree purification process with design providing location flexibility • Design criteria based on operating at the highest en
Slide 24: Position and Value Proposition
For personal use only Position and Value Proposition . 24
Slide 25: EcoGraf's vertically integrated product flow
EcoGraf’s vertically integrated product flow For personal use only CLOSED LOOP RECYCLING Production Scrap Global Graphite Feedstock Lithium-ion Battery Lithium-ion Battery Battery Anode Manufacturing Anode Recycling Plant Material Facility Epanko Graphite Project R E-USE M ARKET Natural + Synthetic
Slide 26: Value proposition
Value proposition For personal use only BATTERY ANODE EPANKO NATURAL RECYCLING OF CARBON MATERIAL FACILITY GRAPHITE PROJECT ANODE MATERIAL + 20,000tpa battery graphite + 60,000tpa natural flake graphite + Significant results 99.98%C + US$35m annual EBITDA + US$44.5m annual EBITDA + Production scrap
Slide 27: The Future is Electric
THE FUTURE IS ELECTRIC For personal use only NATURAL GRAPHITE BATTERY ANODE MATERIAL LITHIUM-ION BATTERY RECYCLING PRODUCT DEVELOPMENT & INNOVATION Follow EcoGraf on LinkedIn, Twitter or sign up to the company’s newsletter 18 Richardson Street for the latest announcements, media releases and market
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