Waratah Minerals Limited · ASX:WTM
Waratah Minerals — Investor Presentation (June 2019)
31 slides from Waratah Minerals's investor presentation, Jun 14, 2019
Slide 1: Battery Minerals Limited Investor Presentation
Battery Minerals Limited June, 2019 1 Investor Presentation
Slide 2: Positioned to Rapidly Respond to Clean Energy Growth
Positioned to Rapidly Respond to Clean Energy Growth 1. Exposure to growing traditional graphite markets, and unprecedented forecast demand from the global transition to clean energy 2. 2 x world class low cost, long life graphite projects; Montepuez & Balama Central 3. Montepuez is at an advanced s
Slide 3: Strongly Positioned for Development & Growth
Strongly Positioned for Development & Growth Company Our Projects Graphite Further Value Graphite Market Forward Plan 3
Slide 4: Our Company
BATTERY MINERALS Our Company il BATTERY
Slide 5: Board and Executive Management
Board and Executive Management Share Price for last 12 months David Flanagan Ben Vanroon Executive Chairman Chief Operating Officer Jeremy Sinclair Nick Day Managing Director Chief Financial Officer Jeff Dowling Daniel Taylor Lead Independent Head of Marketing Director Paul Glasson Naomi Scott Non E
Slide 6: Graphite and its Importance
6 Graphite and its Importance =
Slide 7: Graphite - a vital raw material
Graphite - a vital raw material • Climate change and the shift to Clean Energy is here • Energy storage is a key element in the drive to providing Clean Energy • Without natural graphite, the cost of Clean Energy storage systems is high Source: World Bank-Climate Smart Mining- worldbank.org 7
Slide 8: Graphite - the anode in Li-ion batteries
Graphite - the anode in Li-ion batteries Typical EV Battery Li+ Ion Multiple Small Cells Discharging Electrolyte Charging Li+ Ion Micro- Aluminium Copper porosity Conductor Conductor Separator Graphite Li Metal Anode Complex Cathode 8
Slide 9: Graphite - largest contributor by weight in a Li-ion battery
Graphite - largest contributor by weight in a Li-ion battery Porsche Cayenne E-Hybrid 16.8kg Volvo XC 90 T8 PHEV 12.5kg Hyundai Kona 47kg Rivian 216kg Tesla Model X 120kg 9
Slide 10: It's a lot more than Electric Vehicles
Refractory It’s a lot more than +41% Electric Vehicles Friction & Lubricants +26% Even in the short-term to 2023, a significant increase in demand is forecast in traditional graphite sectors: refractories, fire retardant materials, friction and lubricants1. Expandables +49% 1. Benchmark Mineral Inte
Slide 11: Graphite Market
BATTERY MINERALS Graphite Market il BATTERY
Slide 12: Clean Energy Will Drive Battery Minerals
Clean Energy Will Drive Battery Minerals Battery Minerals’ product range, in terms of flake size distribution and carbon content, is an everyman’s product Graphite Demand by Sector 2018-2035 Source: Benchmark Mineral Intelligence 12
Slide 13: Graphite Supply & Demand – Benchmark Minerals
Graphite Supply & Demand – Benchmark Minerals 13
Slide 14: Our Projects
BATTERY MINERALS Our Projects il BATTERY
Slide 15: Montepuez Graphite Project - Phase 1
Montepuez Graphite Project - Phase 1 Montepuez Graphite Project 1 (First Module) Capex to complete 3 US$39.5 M C1 Opex (concentrate/t first 10yrs) US$361/t Grade processed 11% TGC (12% for first 18yrs) Plant Type and Scale Modular, ~500ktpa Projected Payback <2 years EBITDA per annum 1 >US$30 Mpa Me
Slide 16: Montepuez Graphite Project – Resources & Reserves
Montepuez Graphite Project – Resources & Reserves Montepuez Graphite Project1 November 2018 Ore Reserve Estimate Deposit Ore type Ore (Mt) TGC (%) Weathered 3.58 8.31 Buffalo Fresh 16.80 10.06 Subtotal 20.38 9.75 Weathered 2.41 8.39 Elephant Fresh 19.41 8.87 Subtotal 21.82 8.82 Weathered 5.98 8.34 T
Slide 17: Plant Site Earthworks - Complete
Plant Site Earthworks - Complete Mine Services Area Primary Crusher Plant Offices, Workshops and Laboratory Milling Area Process Plant Drying and Product Stores 17
Slide 18: Tailings Storage Facility (TSF) Wall - Complete
Tailings Storage Facility (TSF) Wall - Complete 18
Slide 19: 100 Man Camp - Complete
100 Man Camp - Complete BIDATTERY
Slide 20: Pemba Port – 100ktpa allocation
Pemba Port – 100ktpa allocation • Port Allocation approved: at Pemba Port for 100,000tpa of graphite concentrate • Pemba Port: 8-12m deep berthing water, capacity 3 – 4Mtpa cargo and goods • Vessels : Geared. 30,000t to 40,000t vessels, Container and break bulk facilities • Shipping Route: Vessel av
Slide 21: Community Engagement
Community Engagement FAPATTERY
Slide 22: Balama Central Graphite Project
Balama Central Graphite Project Balama Central Graphite Project Feasibility Study Dec 2018 Annual graphite production 58,000pa Capex (pre-production)4 US$69.4 M Opex (concentrate/t first 8 yrs) US$363/t Grade Processed 12.5% TGC Plant Type and Scale Modular, ~ 500ktpa Projected Payback ~2.3 years Ne
Slide 23: Balama Central Graphite Project - Reserves and Resources
Balama Central Graphite Project - Reserves and Resources Total Mineral Resource 2 Domain Type Tonnage TGC Cont. Graphite Mt % kt Weathered 3.2 15.7 498 High Grade GS1 Primary 9.1 15.7 1,429 (>10% TGC) Sub-Total 12.3 15.7 1,927 Weathered 4.2 6.9 288 Medium Grade (6 Primary 16.4 6.9 1,142 to 10% TGC)
Slide 24: Further Value Potential
BATTERY MINERALS Further Value Potential il BATTERY
Slide 25: High Purity Flake and Anode Material Testwork
High Purity Flake and Anode Material Testwork • Testwork programme undertaken by Urbix Unique Montepuez flake qualities of • high crystallinity, • Progress to date • ultra low Boron content, • Purification success with Urbix environmentally friendly, low temp • unique flake morphology complimented b
Slide 26: Montepuez Vanadium Potential
Montepuez Vanadium Potential • Montepuez Vanadium Inferred Resource announced in April 2019 Montepuez Vanadium Resource1 • Favourable results from preliminary metallurgical testwork to Deposit, type Inferred Mineral Resource Tonnage V2O5 extract Vanadium from the tailings Mt % • Further testwork and
Slide 27: Forward Plan
BATTERY MINERALS Forward Plan il BATTERY
Slide 28: Highly Leveraged to Growing Clean Energy Market
Highly Leveraged to Growing Clean Energy Market Forward Plan Montepuez 3D Plant Layout 1. Montepuez Project Concentration • Finance the project Plant • Complete Engineering, Procurement & Award of Contracts • Construct & Commission (15 months from finance) Milling and Sizing Plant • Ramp up & Sales
Slide 29: Positioned to Rapidly Respond to Clean Energy Growth
Positioned to Rapidly Respond to Clean Energy Growth 1. Exposure to growing traditional graphite markets, and unprecedented forecast demand growth driven by global transition to clean energy 2. 2 x world class low cost, long life graphite projects; Montepuez & Balama Central • Total JORC Resource of
Slide 30: www.batteryminerals.com
www.batteryminerals.com 30
Slide 31: Disclaimer
DISCLAIMER Forward Looking Statements • Statements and material contained in this Presentation, particularly • The information in this report that relates to Battery Minerals’ • Battery Minerals confirms that it is not aware of any new those regarding possible or assumed future performance, resource