5e Advanced Materials, Inc. · NASDAQ:FEAM
5e Advanced Materials — Q1 FY2025 Earnings Presentation
12 slides from 5e Advanced Materials's earnings presentation, Nov 21, 2024
Slide 1: Reshoring the United States Boron Supply Chain
Reshoring the United States Boron Supply Chain November 21, 2024 : FEAM : 5EA Fiscal 2025: First Quarter Update Call Exhibit 99.2
Slide 2: Disclaimer: Forward-Looking Statements
Disclaimer FORWARD-LOOKING STATEMENTS The information in this presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. All statements other than statements of historical fact included in this presentation regarding our
Slide 3: Welcome
Welcome Today’s speakers: Paul Weibel CHIEF EXECUTIVE OFFICER Rod MacLaine VP, ENGINEERING & CONSTRUCTION Mark Zamek VP, COMMERCIAL PRODUCTS Today’s Agenda: Small Scale Boron Facility Operations Update Advancing Byproducts Timeline: Key Mile Markers for Next Twelve Months Commercial Update Funding S
Slide 4: Operational Update – Project Progress
Byproduct to focus on Calcium Chloride Pursuing calcium chloride byproduct pathway Advancing potential off-taking partnerships Factored into commercial basis for design in FEL-2 First truckload sale and delivery of Boric Acid Recently delivered 22 super sacks for customer testing Advanced and improv
Slide 5: Recent and Ongoing Process Improvements
Recent and Ongoing Process Improvements De-bottlenecked production processes through re-designing and improvement to SSBF’s conveyor systems Increasing purity and yield on Boric Acid through better optimization of boric acid belt feeder rates Achieving continuous distillation through re-programming
Slide 6: Recent Update – Calcium Chloride Byproduct Analysis
Recent Update – Calcium Chloride Byproduct Analysis Consideration Technical Risk Operational Ease Logistics Commercial Economics Calcium Chloride Rationale & Relative Attributes Achieving 38% solution is low technical risk; less complex process with bench testing complete; offtake specifications con
Slide 7: FID 12-Month Roadmap and Timeline Expectations
FID 12-Month Roadmap and Timeline Expectations Phase One of Commercial Engineering: Underway Evaluated project management system, charter, strategy, risk register, and execution plan Committed to scope, optimize, and reduce Capex by incorporating Calcium Chloride into our basis of design Anticipatin
Slide 8: Commercial Update – Driving Momentum Ahead of FEL-2
Commercial Update – Driving Momentum Ahead of FEL-2 4. De-risk Financing Options: Contracted volumes increase funding options and flexibility Improve “invest-ability” Strengthen 5E’s position in global debt & equity capital markets 2. Market Segmentation 90K tons volume = greater optionality across
Slide 9: Seeking Federal Funding Support
Seeking Federal Funding Support DOD DOE EXIM Non-Dilutive Financing CURRENT STATE OF AFFAIRS Department of Defense Multiple applications for funding already in progress Funding focused on increasing current production, as well as boron derivative products Export-Import Bank Letter of Support to back
Slide 10: Advanced Materials
ADVANCED MATERIALS
Slide 11: Investment Thesis
ELECTRIC VEHICLES FOOD SECURITY DOMESTIC SECURITY GREEN ENERGY Investment Tesis Initial mine life of 31 years containing 7.9M tons of boric acid1 Small-scale facility – Delivering on-spec product to customers Commercial production fully permitted (90ktpa) with phase expansion plans LOI receive
Slide 12: Advanced Materials
ADVANCED MATERIALS
5E Advanced Materials — Q1 FY2025 Earnings Presentation on 6ix