Reflex Advanced Materials Corp. · CSE:RFLX
Reflex Advanced Materials — Investor Presentation (November 2022)
26 slides from Reflex Advanced Materials's investor presentation, Nov 19, 2022
Slide 1: A Mine-to-Market Solution Provider Serving High Growth Graphite Demand
A MINE-TO-MARKET Corporate SOLUTION PROVIDER Presentation SERVING HIGH GROWTH 2022 GRAPHITE DEMAND CSE: RFLX OTC: RFLXF FSE: HF2
Slide 2: One of the only North American suppliers of high purity natural graphite
REFLEX will be one of the only North American suppliers of high purity natural graphite for hi-tech applications
Slide 3: Forward Looking Statements
Forward Looking Statements This material includes “forward-looking” statements or information within the meaning of Canadian securities legislation and the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future events or the anticipated performanc
Slide 4: Investment Highlights
Investment Highlights Key Distribution Key Supply Relationships Relationships Typically sourced The graphite sales cycle is Supply of high-quality natural flake from China, long, upwards of 24 graphite concentrate from its months. REFLEX has Montana graphite deposit. A long- North American already b
Slide 5: Relationships with more than 25 key North American customers
REFLEX has relationships with more than 25+ key North American customers
Slide 6: Business Proposition
Business Proposition High Quality Flake Graphite REFLEX aims to provide high REFLEX has pre-existing commercial relations with global graphite producers. purity micronized graphite to REFLEX also owns and aims to reactivate domestic mining operations of flake customers in sample quantities graphite
Slide 7: Transforming production into made-to-order market ready solutions
We’re not just a mining company, we aim to transform production into made-to-order market ready solutions. Paul Gorman, CEO & Director REFLEX ADVANCED MATERIALS
Slide 8: Market Overview
Market Overview Graphite is a perfect anode and has dominated the market since the birth of Micro Secondary Primary lithium-ion batteries. Supplier Crystalline Flake Vein Synthetic Synthetic There is currently no significant production of Asbury Carbons: US/Mexico X X X X X lithium-ion battery anode
Slide 9: Domestic Graphite
Domestic Graphite American content is becoming a priority for a growing number of manufacturers. Processing graphite in the US offers REFLEX a competitive advantage by enabling customers to increase the domestic content in their products. REFLEX aims to be a domestic producer of graphite meeting the
Slide 10: Mine-To-Market Demand
Mine-To-Market Demand Graphite shortage starting in 2022 Shortage to grow to 8 Million Tonnes by 2040 494% GROWTH Projected Graphite Demand by 2050 --World Bank Group, 2020 25X HIGHER Supply Target by 2040 (Paris Accord) --IEA Report, 2020 ZERO Production Current US Graphite Industry --US Geological
Slide 11: Natural Graphite Supply & Demand
Natural Graphite Supply & Demand Natural Graphite Demand Natural Graphite Production THE MATERIAL FOR A GREENER ECONOMY Flake Supply in 2022 Flake Supply in 2027 Million Tonnes 2.5 Battery Raw A single EV Material Demand 66.3k contains g 66.3kg of 2 2019 vs. 2029p graphite Graphite is projected to s
Slide 12: Domestic Drivers
Domestic Drivers MADE IN AMERICA Chinese Flake vs Spherical Production Estimates Regardless of natural/synthetic split, the anode market is entering a period of unprecedented demand growth ! Established lithium-ion technologies will dominate over the coming decade and graphite will play a leading CH
Slide 13: REFLEX Business Model
REFLEX Business Model REFLEX Advanced Materials owns, sources, processes Source Process Distribute and distributes graphite using a proprietary supply chain. REFLEX will secure product Micronization orders with manufacturers before sourcing material. This enables working capital Purification efficie
Slide 14: Montana Graphite Project
Montana Graphite Project Ruby Graphite Project, Montana
Slide 15: Low Cost Rapid Re-Entry
Low Cost Rapid Re-Entry Ruby Graphite Deposit, Montana Located in southwest Montana Previously discovered flake and vein graphite resource The only combined U.S. Graphite Flake & RUBY GRAPHITE PROJECT LOCATION Vein Graphite Source Produced from 1902 to 1948, then mostly forgotten Recent Samples Assa
Slide 16: Ruby Graphite Project
Ruby Graphite Project Graphite first discovered in 1887 Graphite mined in 1901-1919 Mine revamped before WW-II in Early 1940s and subsequently: ! Added mill with flotation circuit ! Processed existing ore pile ! Renewed mining of deposit More than 3,500 feet of tunnel More than 2,400 tons produced a
Slide 17: Department of Energy Awarding $2.8 Billion to Expand Domestic Battery Manufacturing
Department of Energy Awarding $2.8Billion USD to Expand Domestic Manufacturing of Batteries for EVs Department of Energy Graphite related grants Ruby Deposit is a prime candidate for US-sponsored awarded in 2022 are: initiatives which seek to establish domestic supply chains: ! Syrah Resources (SYR:
Slide 18: The Benefits of Vein Graphite in the Electrification Process
The Benefits of Vein Graphite in the Electrification Process ! Vein Graphite is molecular in ! Vein graphite has many hi-tech applications including structure to be ideal for Energy multi-layer graphene, de-salination filters and next Storage generation batteries ! Vein graphite require less steps !
Slide 19: ESG / Competitive Advantage
ESG / Competitive Advantage Natural flake graphite far less environmentally damaging than synthetic due to the amount of fossil fuels used to produce synthetic. Existing infrastructure usage: Processing plant to be located in the Dillon area with rail connection to U.S. destinations. Reduced mining
Slide 20: Project Peer Comparables
Project Peer Comparables World-Class Exploration CLOSE TO BATTERY DEVELOPMENT MARKET Target size with USGS NAME LOCATION MARKETS GRADE PROGRESS CAPITALIZATION demonstrated grade in previously produced area Reflex Advanced Materials Montana, USA X X Previously Producing Mine $10M ranging from 4.3 to
Slide 21: Moving Ahead
Moving Ahead REFLEX will generate near REFLEX will undertake to develop term revenues by sourcing processing facilities co-located high grade graphite from a proximal to its graphite assets. carefully vetted short list of global producers. REFLEX will advance the re-opening and production of REFLEX
Slide 22: Timeline
Timeline Q4 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q2/Q3 2024 N1 43-101 Financing Customer Drilling at Bulk Graphite Technical & US Qualification Ruby Sample Resource Report on Government Program Graphite (Grade & Geology Funding Deposit Tonnage) Programs Ongoing Corporate Activities ! Ruby Graphite D
Slide 23: ZigZag Lithium Property
ZigZag Lithium Property The ZigZag Lithium Property consists of eight mining claims totaling approximately 2,710 hectares located in the Thunder Bay Mining Division, Crescent Lake Area, Ontario, Canada. The mineralization is based in pegmatite dikes, concentrated in the spodumene crystals which are
Slide 24: Team
Team Paul Gorman Michael Myers P.Eng Greg Bell CEO & Director Director Project Manager Mr. Gorman is a resource sector focused Mr. Meyers is a Professional Engineer Greg Bell is a multi-disciplined, engineering- corporate specialist with over 25 years of (P.Eng) with ten years of experience in manag
Slide 25: Capitalization
Capitalization Company Profile: Shares Outstanding 31,164,766 Symbol: RFLX CUSIP: 75865D 10 7 Warrants 11,726,666 Formation: June 10, 2021 Year End: January 31, 2023 Auditor: Smythe CPA Fully Diluted 41,891,432 Transfer Agent: Endeavor Trust Corporation © 2022 REFLEX ADVANCED MATERIALS 25
Slide 26: Thank You
THANK YOU Reflex Advanced Materials Corp. Corporate 915-700 West Pender Street Presentation Vancouver, BC V6C 1G8 Canada 2022 info@reflexmaterials.com CSE: RFLX OTC: RFLXF +1 (416) 768-6101 FSE: HF2
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