Iondrive Limited · ASX:ION
Iondrive — Investor Presentation (February 2024)
33 slides from Iondrive's investor presentation, Feb 21, 2024
Slide 1: Updated Corporate Presentation ASX Release
ASX RELEASE ASX CODE: ION Iondrive Limited | ABN 30 107 424 519 21st FEBRUARY 2024 Updated Corporate Presentation Iondrive Limited (“Iondrive” or the “Company”) (ASX: ION) is pleased to provide the attached updated corporate presentation. Authorised for release by the Chair of the Iondrive Board. Fu
Slide 2: Providing next-gen energy storage solutions for our sustainable future
February 2024 For personal use only Providing next-gen energy storage solutions for our sustainable future ASX Ticker: ION
Slide 3: Disclaimer
DISCLAIMER Forward looking statements An investor must not act on the basis of any matter contained in this Presentation but must make its own assessment of the Company and conduct its own investigations and analysis. For personal use only This document contains certain forward-looking statements th
Slide 4: ASX Listed Battery Technology Company
For personal use only ASX LISTED BATTERY TECHNOLOGY COMPANY Unique partnership with leading Battery Research Institution to commercialise breakthrough technologies BATTERY FOCUS COMMERCIAL MANAGEMENT Subsidiary IonDrive Technologies (IDT) aims to provide Refreshed Management team and Board, with add
Slide 5: Pipeline of Battery Technologies: World Class Partners
PIPELINE OF BATTERY TECHNOLOGIES: WORLD CLASS PARTNERS ▪ June 2023, acquisition of IonDrive Technologies (IDT) RECYCLING LIBS IMPROVEMENTS OF THE LIB Hydrometallurgical Safer Lithium Metal For personal use only ▪ IDT acquisition post ION’s pivot to Li 1 Battery Recycling 2 Batteries exploration in S
Slide 6: Capital Structure
CAPITAL STRUCTURE Corporate Structure Balance Sheet - Funded Activity4 For personal use only Ordinary Shares 486.3m Debt NIL Share Price (31 January 2024) AUD$0.010 Cash (31 December 2023)1 AUD$2.5m Market capitalisation AUD$4.9m Cash (31 December 2023)* AUD$2.5m + January 2024 Cash Inflow2 AUD$0.2m
Slide 7: IDT Strategic Partnership with the University of Adelaide
IDT STRATEGIC PARTNERSHIP WITH THE UNIVERSITY OF ADELAIDE A WORLD CLASS TEAM IDT/UOA PARTNERSHIP For personal use only Under a Strategic Partnership Agreement (SPA), IDT has a first right to acquire or enter into an exclusive worldwide license of the IP from technologies identified as appropriate fo
Slide 8: A Leading Battery Research Institution
A LEADING BATTERY RESEARCH INSTITUTION Professors Zaiping Guo and Shizhang Qiao from the University of Adelaide’s School of Chemical Engineering have been inducted as Fellows of the Australian Academy of Science Fellowships super-charge esteemed scientists (Link) For personal use only YouTube Link P
Slide 9: Battery Technologies – Accelerated Progress
BATTERY TECHNOLOGIES – ACCELERATED PROGRESS Announce IDT Completes IDT $5mn Govt Funding Commercialisation Acquisition Acquisition University of Adelaide (UoA) to Progressing receive $5m funding from the Iondrive collaborates with Rho IDT has a strategic partnership SAU completes its acquisition of
Slide 10: A Refreshed ION Team with the Prerequisite Experience
For personal use only A REFRESHED ION TEAM WITH THE PREREQUISITE EXPERIENCE Michael McNeilly Dr Jack Hamilton Beejay Kim Adam Slater BA Econ - NED PhD - NED MBA EVP Samsung - NED BA – NED Chief Executive Officer of AIM listed Metal Tiger Plc - Highly accomplished senior executive and board Professio
Slide 11: Upcoming Activities
UPCOMING ACTIVITIES Early 2024 Battery Recycling Pre-Feasibility Study Dr. Ebbe Dommisse is undertaking a comprehensive Prefeasibility Study, with a focus on For personal use only establishing the commercialisation path for the Company’s high priority Deep Eutectic Solvent (DES) battery recycling te
Slide 12: Thank You
For personal use only THANK YOU 감사합니다 Dr Ebbe Dommisse Chief Executive Officer Iondrive Linkedin Iondrive Twitter E: ebbe.dommisse@iondrive.com.au W: www.iondrive.com.au
Slide 13: Appendix A: Iondrive Technologies
APPENDIX A For personal use only IONDRIVE TECHNOLOGIES From theoretical application, to industrial-scale solutions; we are providing high-performing replacements for, and improvements to, the Li-ion batteries of today. We’re committed to building world-wide partnerships of researchers, government an
Slide 14: Strategic Partnership with the University of Adelaide
STRATEGIC PARTNERSHIP WITH THE UNIVERSITY OF ADELAIDE The University of Adelaide, in addition to being ranked in the top 1% of universities in the world, has a leading-edge laboratory with a large investment into the research and For personal use only development of energy storage technologies, led
Slide 15: Credentials: Professors Shizhang Qiao and Zaiping Guo
Credentials: Professors Shizhang Qiao and Zaiping Guo About Prof Shizhang Qiao Prof Shizhang Qiao joined the School of Chemical Engineering of the University of Adelaide (UoA) in March 2012 as a professor (the inaugural Chair of Nanotechnology) from University of Queensland. For personal use only He
Slide 16: Credentials: Prof Zaiping Guo
Credentials: Professors Shizhang Qiao and Zaiping Guo About Prof Zaiping Guo The Academy's Fellows For personal use only Prof Guo received a PhD in Materials Engineering from the University of Wollongong in Fellows of the Australian Academy of Science are among the 2003. Nation’s most distinguished
Slide 17: Commercialising Three Energy Storage Applications
COMMERCIALISING THREE ENERGY STORAGE APPLICATIONS Lithium-Ion Battery Recycling Solvent For personal use only Our three projects are 1 A patented solvent that can be applied to spent undergoing optimization and cathode active materials to extract critical minerals such as lithium, cobalt, manganese
Slide 18: Battery Recycling – Market Opportunity
1 BATTERY RECYCLING – MARKET OPPORTUNITY ION’s DES technology is expected to have a significant market Global Battery Recycling – Pre-Treatment Capacity opportunity due to the need for improved battery recycling methods. For personal use only • Increasing need for battery recycling due to environmen
Slide 19: IDT Battery Recycling – Solvent Technology
IDT BATTERY RECYCLING – SOLVENT TECHNOLOGY Lithium-ion battery recycling is currently inefficient, dangerous, This is our achieved lab-tested recycling process behind extracting the essential elements behind the Lithium Battery and expensive, typically involving high-temperature incineration or harm
Slide 20: IDT Battery Recycling – Commercialisation Pathway
IDT BATTERY RECYCLING – COMMERCIALISATION PATHWAY ION Direct Solvent Extraction (DES) battery recycling technology For personal use only Demonstration Plant Pilot Scale Full Scale Plant Commercial Lab Large/Bench Scale Lab Examination Current Focus Idea Timeline For Deployment 19
Slide 21: Battery Recycling – Project Organic Solvent Recovery
BATTERY RECYCLING – PROJECT ORGANIC SOLVENT RECOVERY Benign Organic Solvents: The DES Battery Recycling Technology uses benign organic solvents like Ethanol and Acetone in conjunction with the DES solvent in the process to recover the critical minerals. For personal use only Closed-circuit, Continuo
Slide 22: Higher Performance Safer Lithium Metal Batteries
2 HIGHER PERFORMANCE SAFER LITHIUM METAL BATTERIES Lithium-based batteries are currently the most For personal use only efficient method to store energy on scale today and, until better options reach the market, developments to improve the safety and longevity of lithium cells are required. With the
Slide 23: IDT Lithium Metal Battery Technology
IDT LITHIUM METAL BATTERY TECHNOLOGY IDT has first rights to three innovative technologies relating to the cathode, anode and electrolyte components of lithium-ion batteries. Together these components can be used to create a next-generation For personal use only lithium battery system that has a ver
Slide 24: Water Based Batteries
3 WATER BASED BATTERIES With the world pushing to an energy mix dominated by renewable power, power input into the grid becomes more intermittent and distances from the power source to the end consumer increase. For personal use only Energy storage solutions therefore are increasing in significance,
Slide 25: IDT Water Based Batteries Technology
IDT WATER BASED BATTERIES TECHNOLOGY IDT has first rights to a patented novel layer on the cathode, titanium compound-based anode and sodium chloride-based electrolyte that significantly reduces the reactivity of the anode with alkaline electrolyte, leading to dramatic improvements in energy density
Slide 26: Appendix B: Battery Metals Exploration in South Korea
APPENDIX B For personal use only Battery Metals Exploration in South Korea Began search in late 2022 for Cu, Li and REEs. Developed extensive country-wide exploration portfolio First-mover advantage in modern mining jurisdiction. Highly experienced field team. Very promising early results culminatin
Slide 27: Upstream Exploration: A Country Play
UPSTREAM EXPLORATION : A COUNTRY PLAY ▪ 100% focus on South Korea Frontier destination - under-explored by For personal use only ▪ modern exploration ▪ Historically explored for Au-Ag – targeting 1M oz Au ▪ Expanded search in late 2022 to include Cu, Li and REEs SAU Office ▪ Developed extensive coun
Slide 28: Lithium Exploration Portfolio
LITHIUM EXPLORATION PORTFOLIO For personal use only • Exploration licence applications lodged over 6 Li project areas covering a total area of 384 km2 • Samguen Project 4km from historical Boam Mine which produced Li from 1945–1963 • First pass fieldwork Rock chip samples returned >1%Li2O at Seobyeo
Slide 29: KoBold Metals Earn-in & JV
KOBOLD METALS EARN-IN & JV For personal use only • Earn-in and Joint Venture Agreement with Kobold Metals on 5 Lithium Projects executed in November 2023 - $7M Earn-in & JV over 5 years • Kobold is a private exploration and technology company backed by Bill Gates, Jeff Bezos, Jack Ma, Andresen Horow
Slide 30: REE Carbonatite Discovery: Jangnam Project
REE CARBONATITE DISCOVERY: JANGNAM PROJECT ▪ Two REE Projects pegged in March adjacent to Korea’s only two known REE deposits For personal use only ▪ Jangnam Project: 10 licence applications covering 24.7km2 (in back) adjacent to Hongcheon REE deposit ▪ Significant rock-chip REE results returned fro
Slide 31: Jangnam REE Project
For personal use only JANGNAM REE PROJECT Hongcheon Deposit ▪ ION discovery extension of Hongcheon Deposit ▪ Clearly a much larger deposit over 5Km long ▪ Monzanite - favourable beneficiation; low Th (<259ppm) and U (<8ppm) 30
Slide 32: Exploration – Positive Progress Results in KoBold JV
EXPLORATION – POSITIVE PROGRESS RESULTS IN KOBOLD JV 1st REE Licenses Jangnam outcrop REE Grades $7M JV with Kobold Two new REE Fieldwork on lithium and REE REE grades of 3.27% TREO Metals exploration licence projects identifies carbonatite from carbonatite at For personal use only Earn-in and Joint
Slide 33: For Further Information
For personal use only FOR FURTHER INFORMATION Dr Ebbe Dommisse Chief Executive Officer Iondrive Linkedin Iondrive Twitter E: ebbe.dommisse@iondrive.com.au W: www.iondrive.com.a