Novonix Ltd · ASX:NVX
Novonix — Shareholder Meeting (November 2019)
15 slides from Novonix's shareholder meeting presentation, Nov 21, 2019
Slide 1: AGM Presentation
For personal use only AGM Presentation Accelerating adoption of batteries for a cleaner energy future Thursday, 21 November 2019 ASX: NVX 1
Slide 2: General disclaimer
General disclaimer For personal use only • This document has been prepared by NOVONIX Limited (“the Company” or “NOVONIX”). 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 herein sh
Slide 3: Contents
Contents For personal use only • Primary activities CORPORATE INFORMATION STOCK INFORMATION @ 20 November 2019 • FY2019 highlights ASX Code NVX • Market update ASX Share Price A$0.515 52 Week Low - High A$0.36 – A$0.73 • Battery anode materials Shares on issue 128.14m Market Capitalisation A$66m • N
Slide 4: Primary activities
Primary activities NOVONIX is an international battery materials and technology company For personal use only • Manufacturer of battery anode material (PUREgraphite) • Premium high capacity long-life graphite anode material • Product qualified by multiple global battery makers • Manufacturing plant
Slide 5: FY2019 Highlights
FY2019 Highlights Corporate For personal use only • Increase ownership of PUREgraphite from 50% to 100% (FY Q3 & Q4) PUREgraphite • Soft launch of first commercial product for testing by a select number of battery makers (Q3) • Regular technical & business development meetings with global battery-ma
Slide 6: The virtuous cycle of electric vehicles
The virtuous cycle of electric vehicles For personal use only Battery price reduction driving EV sales driving battery price reduction A staggering 85% reduction in the Over 2 million electric vehicles Bloomberg NEF expect annual volume weighted average price of were sold in 2018 up from just a pass
Slide 7: Electric vehicle supply chain demands
Electric vehicle supply chain demands For personal use only More EV’s, more batteries, more battery factories, more battery materials Demand for premium high There are now 99 megafactories in Demand for premium high capacity long life lithium-ion the pipeline with over 2,000 capacity long life batte
Slide 8: Battery anode materials
Battery anode materials Artificial graphite Natural graphite Graphite w/silicon additive Silicon Dominant For personal use only • Best for long life • Best for low cost • Commercial • Unproven Application applications applications application limited • Very limited • xEV and Grid • Portable electron
Slide 9: Battery anode materials: PUREgraphite question and answer
Battery anode materials Answer to a common question about our PUREgraphite business For personal use only Question: What is the difference between a natural graphite concentrate produced from a graphite mine and what is manufactured by NOVONIX’s PUREgraphite business in the USA? Answer: PUREgraphite
Slide 10: New intellectual property
New intellectual property • As high-technology manufacturer and supplier, NOVONIX is investing in intellectual property and new disruptive For personal use only technologies with short-to-medium term commercialisation potential • Intellectual property development is undertaken via a significant in-h
Slide 11: Patent application filed for particle aggregation technology
Patent application filed for particle aggregation technology Dry process to aggregate small particle precursor formulations into larger spherical particles with For personal use only improved properties that are useful for lithium-ion batteries and other applications (Filing date: 29 August 2019) •
Slide 12: Patent application filed for improved battery materials
Patent application filed for improved battery materials Dry process for modifying and coating polycrystalline particles to make improved materials for For personal use only batteries applications (Filing date: 27 March 2019) • The technology underlying this patent application was developed by Profes
Slide 13: Differential Thermal Analysis (DTA)
Differential Thermal Analysis (DTA) For personal use only DTA Overview DTA Theory DTA Output • Differential thermal analysis (DTA) is a • Energy is required for phase transitions non-destructive method for studying from solid to liquid or liquid to gas the liquid electrolyte in a cell • With constan
Slide 14: FY2020 outlook
FY2020 outlook • Commissioning the PUREgraphite Phase 1 Commercial Plant (500 tpa capacity) For personal use only • Announcement of first off-take contract for PUREgraphite anode with battery maker • Commercial production ramp-up at PUREgraphite to 500 tpa rate • Delivery of first PUREgraphite anode
Slide 15: Contact information
Contact information Corporate Battery Technology Solutions PUREgraphite For personal use only Group Managing Director Contact: Philip St Baker Email: phil@novonixgroup.com Telephone: +1 970-376-4918 Telephone: +61 438-173-330 Group Executive Director Dartmouth, Nova Scotia, CANADA Chattanooga, Tenne