International Graphite Limited · ASX:IG6
International Graphite — New World Metals Investment Series 2023
22 slides from International Graphite's conference presentation, Sep 14, 2023
Slide 1: IG6 Corporate Presentation, September 2023
Andrew Worland Managing Director and CEO Presentation to New World Metals Investment Series, September 2023 IG6 Corporate Presentation. September 2023
Slide 2: About this document
ABOUT THIS DOCUMENT: This document has been prepared by International Graphite Limited (the "Company” or “International Graphite”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the information contained herein is made by any party and nothing contained h
Slide 3: Vision
Vision… Western Australia’s first fully integrated mine-to-market producer of graphite battery anode material Acknowledgement of Country International Graphite acknowledges the Traditional Custodians of Country throughout Australia, particularly the Whadjuk, WiIlman, and Wudjari Peoples of the Noong
Slide 4: Breaking News
Breaking News… New mineral resource estimate for Springdale Second largest graphite deposit in Australia, top 15 globally with strong growth opportunity 3.4x (240%) increase 49.3Mt @ 6.5 TGC (2% TGC cut-off) 18.0Mt @ 6.8% in oxide / transitional material 28.0Mt @ 8.7% TGC (5% TGC cut-off
Slide 5: Mine to market assets
Mine to market assets Operations to be fully integrated in tier 1 Western Australia Springdale Graphite Project 100% owned Significant long life resource base Fine flake graphite ideal for battery anode material Simple processing with flotation / concentrator Targeting 40-50ktpa graphite c
Slide 6: Corporate overview
Corporate overview Capital Structure IG6 Shares on issue 165.2M Market capitalisation $30.0M Cash at bank forecast at 30 June 2023 plus government Phillip David Andrew $6.8M Pass grant commitments Hearse Worland Matthew KMP Options (5 year term, ex price $0.30 -$0.40/share) 8.0M O’Kane Advisor Optio
Slide 7: EV sales to fuel lithium-ion battery demand
EV sales to fuel lithium-ion battery demand EVs expected to be 35% of all vehicle sales in ten years – 13x increase IG6 Corporate Presentation. September 2023 p7
Slide 8: Graphite dominates lithium-ion battery anode regardless of cathode
Graphite dominates lithium-ion battery anode regardless of cathode Graphite makes up 95% of the anode in a lithium-ion battery Up to 10x more graphite than lithium in a battery ~1kg of graphite is required for 1kwh of power Battery capacity per vehicle – 50-75kw requiring 50-75kg of graphite
Slide 9: Springdale Graphite Project
Springdale Graphite Project Developing a high-quality graphite resource at Hopetoun, Western Australia The world needs new graphite mines IG6 Corporate Presentation. September 2023 p9
Slide 10: Springdale Graphite Project
Springdale Graphite Project Spectacular 3.4x increase in Mineral Resource Estimate Springdale JORC 2012 Mineral Resource estimate (using 2% TGC cut-off) Classification Springdale Graphite Project – September 2023 Tonnes Graphite Contained Graphite (Mt) (TGC%) (Mt) Indicated 11.5 7.5 0.9 Inferred 37.
Slide 11: Springdale Graphite Project
Springdale Graphite Project Mineral Resource growth and exploration success Drilling Stats 30,107m 434 drill holes Average depth 69m 20,574m of drilling by IG Four new discoveries Mason Bay resource area and target extends over significant scale IG6 Corporate Presentation. September 2023
Slide 12: Springdale Graphite Project
Springdale Graphite Project Oxidation profile supports long life shallow open pit mining…. Oxide zone averages 25m from surface Springdale JORC 2012 Mineral Resource by oxidation (using 2% TGC cut-off) Oxidation Profile Classification Tonnes (Mt) Graphite (TGC%) Contained Graphite (Mt) Oxide Indicat
Slide 13: Springdale Graphite Project
Springdale Graphite Project Target operations and design - subject to feasibility studies Targets One product – graphite concentrate <150 micron for processing into battery anode material Concentrate production – target of 40tpa Ore mining – targeting 250ktpa-500ktpa depending on mineral resou
Slide 14: Collie Downstream Processing
Collie Downstream Processing Western Australia’s first fully integrated mine-to-market producer of graphite battery anode material developing at Collie, Western Australia IG6 Corporate Presentation. September 2023 p14
Slide 15: Capturing full value of the graphite resource
Capturing full value of the graphite resource IG6 Corporate Presentation. September 2023 p15
Slide 16: Collie Graphite R&D Facility
Collie Graphite R&D Facility Pilot plant success leads to next phase of expansion Pilot micronising, spheroidising and purification equipment successfully commissioned in 2022 Sample product produced with imported concentrates to assess conditions for micronising and spheroidising to market spec
Slide 17: Collie Graphite BAM Facility
Collie Graphite BAM Facility Scoping study shows outstanding results and development pathway Scoping study* to ±35% accuracy – Association for the Advancement of Engineering Class 5 standard Unit CSPG Project USPG Project Designed to receive 40kt/y of graphite concentrates Annualised finished pr
Slide 18: Collie site secured for BAM Facilities
Collie site secured for BAM Facilities Emerging battery and renewable energy hub -- $662M WA Government investment in new industry New 20ha site strategically located in Collie Southern end of WA’s main industrial strip with strong focus on power and critical minerals 200km from Perth and 450k
Slide 19: Government backing for battery minerals
Government backing for battery minerals IG6 backed by Australian Federal and State governments $4.7M awarded by the Australian Government national Critical Minerals Development Program – May 2023 $2.0M awarded by the Western Australian Government Collie Futures Industry Development Fund – Septem
Slide 20: What's next
What’s next… Mine-to-market integrated feasibility studies by mid 2024 Springdale Graphite Project Bulk metallurgical testwork underway Mine scoping study – Q4 2023 Environmental permitting – Spring surveys and hydrology Further exploration programs to grow the resource Collie BAM Production
Slide 21: Highlights
Highlights Western Australia’s first fully integrated mine-to-market producer of graphite battery anode material Graphite is critical Huge battery IG6 - right assets High calibre Supportive Demonstrating Designed to for EVs, power supply deficits in the world’s experienced governments
Slide 22: IG6 is on track to be Western Australia's first mine-to-market producer
IG6 is on track to be Western Australia’s first mine-to-market producer of battery anode graphite. Building Australian supply to support global decarbonisation and the transition to clean energy. International Graphite Limited Andrew Worland, Managing Director & CEO +61 409 370 792 aworland@IG6.com.
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