First Graphene Ltd · ASX:FGR
First Graphene — Shareholder Meeting (November 2024)
17 slides from First Graphene's shareholder meeting presentation, Nov 8, 2024
Slide 1: Commercial outlook for FY2025 strengthens FGR's global position
ASX ANNOUNCEMENT 8 November 2024 Commercial outlook for FY2025 strengthens FGR’s global position First Graphene Limited (ASX:FGR; “First Graphene” or “the Company”) is pleased to provide an update on the Company’s pipeline of opportunities for FY2025. Global demand for the Company’s world-renowned P
Slide 2: About First Graphene Ltd (ASX: FGR)
ASX ANNOUNCEMENT About First Graphene Ltd (ASX: FGR) First Graphene Limited is focused on the development of advanced materials to help industry improve. The Company is a leading supplier of graphitic materials and product formulations with a specific commercial focus on large, high-growth global ma
Slide 3: AGM Presentation
AGM Presentation PureGRAPH® - revolutionising material performance and providing low carbon solutions for a greener future NOVEMBER 2024 ASX:FGE - INVESTOR PRESENTATION 1
Slide 4: Agenda
Agenda ▪ Financials - FY2024 performance commentary and key highlights ▪ PureGRAPH® Manufacturing – key changes to the manufacturing process and what impact will these have ▪ Expanding distributor network – adding established materials additive distributors globally ▪ Commercial applications – growi
Slide 5: Financial performance
Financial performance Commercial momentum Topline Sales ($million) ▪ Continued to increase sales order volumes and diversify production applications $0.86 ▪ Strong outlook pipeline with multiple customer product launches in FY25/26 $0.72 ▪ Leveraging established distributors to optimise customer qua
Slide 6: PureGRAPH® Manufacturing
PureGRAPH® Manufacturing Secure supply of high-quality raw graphite material ✓ ▪ Secure supply ▪ Sourced from FGR’s graphite mining facilities in Sri Lanka (DSO)1 ▪ Alternative feedstock identified from commodity flake graphite Operational facility with 100 tpa capacity in Henderson, WA ✓ ▪ Establis
Slide 7: PureGRAPH® Manufacturing
PureGRAPH® Manufacturing ASX:FGR - AGM FY2024 PRESENTATION 5
Slide 8: PureGRAPH® Manufacturing
PureGRAPH® Manufacturing Electrochemical Cell Optimisation Phase Two Trials ▪ Increase in production rate by 32% from Phase One Trial, overall increase of ~100% from starting baseline Left – New process ▪ Reduced specific power consumption by ~25% from Phase One, overall decrease of ~60% from starti
Slide 9: Expanding distribution network
Expanding distribution network Extensive distribution strengthening global exposure and uptake of PureGRAPH® ▪ North America ▪ Europe ▪ South Africa ▪ New Zealand and Australia ▪ New Zealand (Cement/Concrete only) Continued distributorships under consideration in South Korea, UK, South America, Midd
Slide 10: Distributor application pipeline
Distributor application pipeline 33 Direct pipeline of ~500 opportunities 25 including ~100 in the Cement/Concrete segment ▪ Well-developed applications across established 10 10 11 customer bases in Europe, Australia and New Zealand 5 6 6 4 ▪ More than 10 opportunities in advanced stage trials or ap
Slide 11: Global market growth pipeline
Global market growth pipeline 4. Adhesive tapes 6. Elastomeric 9. Moisture barrier 10. Moisture barriers 2. Bearing lubricants waterproof coatings & filtration 1. Sports apparel 3. PET Packaging 5. Recycled nylon 8. Anti-corrosion 9. Fire retardant friction & lubrications coatings construction mater
Slide 12: Cement/Concrete
Cement/Concrete Cement additive development ▪ Completed the development of PureGRAPH-CEM®, an aqueous dispersed cement additive Figure 1. ▪ Independently verified results show up to 16% improvement in early-stage compressive strength ▪ Completed development of a suitably industrialised pump (see Fig
Slide 13: Research & Development – Grant Programs
Research & Development – Grant Programs HyPStore ▪ AUD$397,000 over 21 months to create a graphene-enhanced polymer binder for Type-V Hydrogen Tanks. ▪ Supports development of all PureGRAPH® polymer opportunities. CRCP R2R ▪ AUD$188,000 over 18 months to develop graphene-based electrodes for low-cos
Slide 14: Research & Development – Other
Research & Development – Other New Product Development ▪ Ongoing product roadmap development and commercial launch ▪ Revenue generating customer development programs ▪ Patent management Core Research & Development ▪ Ongoing cost reduction, capacity increase and overall manufacturing efficiencies ▪ D
Slide 15: What does FY2025 hold?
What does FY2025 hold? ACCELERATE COMMERCIAL OPPORTUNITIES CEMENT MARKET POSITION Advance and expand green-materials technology Accelerate additional large scale infrastructure projects commercial opportunities for high-growth and in- and maximise Development and Commercialisation demand industries
Slide 16: Forward looking statements & disclaimer
Forward looking statements & disclaimer • This presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its content
Slide 17: Corporate Headquarters & Manufacturing Plant
Corporate Headquarters & Manufacturing Plant 1 Sepia Close, Henderson Western Australia 6166 P. +61 1300 660 448 Global R&D & Marketing Facility Pariser Building 87 Sackville Street Manchester M1 3NJ, United Kingdom P. +44 (0)161 826 2350 FIRSTGRAPHENE.NET info@firstgraphene.net ASX:FGE - INVESTOR P