Chemx Materials Limited · ASX:CMX
Chemx Materials — Investor Presentation (October 2023)
25 slides from Chemx Materials's investor presentation, Oct 19, 2023
Slide 1: Investor Presentation October 2023
For personal use only Investor Presentation October 2023
Slide 2: Important Information: Disclaimer and Forward-Looking Statements
2 Important Information For personal use only Disclaimer and Forward-Looking Statements This document has been prepared by ChemX Materials Limited (ChemX Materials). This document is not an offer, invitation, solicitation, advice or recommendation with respect to the subscription for, purchase or sa
Slide 3: ChemX Corporate Overview
For personal use only ChemX Corporate Overview
Slide 4: Board & Management
4 Board & Management For personal use only Warrick Hazeldine Tara Berrie Alwyn Vorster Stephen Strubel Peter Lee Non-Executive Chair Non-Executive Director Non-Executive Director Executive Director / Chief Executive Officer 15+ years’ experience in the 30+ years’ experience in resources, Company Sec
Slide 5: Sustainability At The Heart Of ChemX
5 Sustainability At The Heart Of ChemX For personal use only Building capacity in ESG reporting, systems and funding options. We live a culture of integrity, trust, innovation and responsibility to drive shareholder value. Meeting market demand for products that will make better batteries for a deca
Slide 6: ChemX Purpose
6 ChemX Purpose For personal use only CHEMX PURPOSE Delivering high-purity critical materials from Australia for the global battery industries and semi-conductor markets.
Slide 7: ChemX Business Model
7 ChemX Business Model For personal use only Key Recent ASX Announcements: 6 September - Testwork delivers HPA flowsheet enhancements and HPM market update 20 September - Maiden Manganese Resource Supports CMX High Purity Strategy 29 September - Micro Plant Delivers Critical 4N HPA Milestone V
Slide 8: Integrated Business Model Of High Purity Materials
Integrated Business Model Of High Purity Materials 8 Building momentum in downstream processing in Australia Readily Available For personal use only Chemical Feed Manganese RESOURCE METAL CHEMISTRY HIGH-PURITY PRODUCTS BATTERY GLOBAL - HPM TECHNOLOGY DECARBONISATION - HPA ChemX
Slide 9: Strategic Partners
9 Strategic Partners C4V For personal use only Pure Battery Technologies (PBT) Building a pCAM hub in the Kalgoorlie-Coolgardie Manganese region of Western Australia. The Project will Exploration initially produce 50,000tpa of pCAM expandable to 100,000tpa within 5 years. C4V C4V Independent lithium
Slide 10: Delivering A High Purity Alumina (HPA) Value Creation Strategy
For personal use only Delivering A High Purity Alumina (HPA) Value Creation Strategy
Slide 11: Our HPA Process
11 Our HPA Process For personal use only HiPurA® HPA High Purity Alumina (HPA) used in: • Lithium batteries as separator coatings • Synthetic sapphire for critical applications: • Defense, LEDs, and semi-conductors ChemX – On Target Microplant achieves 99.99% (4N) across 66 elements (O’Connor, WA)
Slide 12: Delivering HPA Strategy – Milestones to Monitor
12 Delivering HPA Strategy – Milestones to Monitor For personal use only CYQ1 2023 CYQ2 2023 CYQ3 2023 CYQ4 2023 CYQ1 2024 CYQ2 2024 Commissioned 5N Testwork Aluminium Cathode Process Optimization and Operating Program Precursor Testwork Micro Plant 4N HPA Achieved In-house Lab Established Operati
Slide 13: Our High Purity Manganese (HPM) Strategy
For personal use only Our High Purity Manganese (HPM) Strategy
Slide 14: ChemX HPM - Essential In Batteries
14 ChemX HPM - Essential In Batteries For personal use only • HPM is an essential lithium-ion battery cathode material – recent escalation in demand and awareness • HPM provides energy density, battery stability and reduced costs • Critical material for nearly all predominant commercial battery chem
Slide 15: Gigafactory Raw Material – Manganese Demand
15 Gigafactory Raw Material – Manganese Demand For personal use only Source: Benchmark Mineral Intelligence, June 2023
Slide 16: Manganese - Escalating Demand
16 Manganese - Escalating Demand For personal use only Manganese demand supported by emerging chemistries COMMERCIALLY AVAILABLE NMx: Reportedly 5% cheaper than NCM, cobalt free. LNMO: In development since early 2000s but only just at commercialization. IN DEVELOPMENT LMFP: CATL started commercial p
Slide 17: LMFP Chemistries – Emergent and Understated
17 LMFP Chemistries – Emergent and Understated Production Capacity by Cathode Type For personal use only Source: Benchmark Mineral Intelligence, June 2023 Affordability LMFP High Performance Source: LFP LMFP High Ni NCM McKinsey at LME 9 Oct 2023 150-180 ~250 280-300 Wh/kg Wh/kg Wh/kg
Slide 18: ChemX - Strategic Asset Development
18 ChemX - Strategic Asset Development For personal use only 1 100% Owned Manganese Mineral Deposit in South Australia 2 In-house Processing and Development Expertise (HiPurA®) 3 Customer Engagement and Qualification 4 Offtake and Development Partners
Slide 19: South Australia - Infrastructure Rich, Competitive Advantage
19 South Australia - Infrastructure Rich, Competitive Advantage For personal use only • Located within premier renewable energy province with rapidly developing renewable energy infrastructure (wind, solar and future hydrogen) • Sealed roads, approx. 160km to understated Port of Whyalla • Local skil
Slide 20: Manganese Resource Definition Advanced
20 Manganese Resource Definition Advanced For personal use only CYQ1 2022 Exploratory drilling completed CYQ1 2023 Resource definition drilling completed JORC Mineral Resource Announced (13MT @ 5.7%Mn) Summer 23/24 drill program in planning to “double both tonnage and grade”. Eyre Peninsula
Slide 21: Mineral Resources Disclosure
21 Mineral Resources Disclosure For personal use only Information on historical exploration results and Mineral Resources for the Jamieson Tank Manganese Project presented in this announcement, together with JORC Table 1 information, is contained in an ASX announcement released on 20 September 2023.
Slide 22: Delivering HPM Strategy – Milestones to Monitor
22 Delivering HPM Strategy – Milestones to Monitor For personal use only H1 CY23 H2 CY23 H1 CY24 H2 CY24 H1 CY25 H2 CY25 Drilling Scoping Study Completed Manganese Exploration and Resource Development Exploration Resource Spring Survey Estimate Metallurgical Flowsheet Development Manganese Processin
Slide 23: Inflation Reduction Act (IRA) - A Development Pathway Partnership for CMX
23 Inflation Reduction Act (IRA) - A Development Pathway Partnership for CMX For personal use only • Potential HPA plant close to existing industry and strategic battery making facilities. • ChemX occupies a market space that is high-purity, low-emissions, innovative and committed to unlock the pote
Slide 24: Why Invest In ChemX Materials
24 Why Invest In ChemX Materials (ASX:CMX) Strong leadership under CMX Board and CEO Peter Lee For personal use only 100% ChemX owned • Tenements (Manganese, Kaolin, REE) • HiPurA Manganese ® High-Purity Alumina process (patent pending) Exploration High-Purity Manganese (HPM) In-fill drill complet
Slide 25: Thank You
For personal use only Thank You Website chemxmaterials.com.au Join Our Mailing List chemxmaterials.com.au/contact Peter Lee Stephen Strubel Chief Executive Officer Executive Director – Investor Relations peter@chemxmaterials.com.au stephen@chemxmaterials.com.au +61 448 874 084 +61 404 400 785
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