Black Swan Graphene Inc · TSXV:SWAN
Black Swan Graphene — Investor Presentation (September 2022)
21 slides from Black Swan Graphene's investor presentation, September 2022
Slide 1: Corporate Presentation September 2022
CORPORATE PRESENTATION SEPTEMBER 2022
Slide 2: Cautionary Statements
Cautionary Statements This document is a presentation dated for reference January 2022 (the “Presentation”) regarding Black Swan Graphene Inc. (the “Company”) current as of January 2022, unless stated otherwise. It is information in a summary form and does not purport to be complete. The Presentatio
Slide 3: Highlights
Highlights • Bulk Graphene: Multi-Billion Dollar Addressable Markets, notably in concrete, polymers, and batteries C$11.5M Current Cash * • Black Swan Graphene Inc. acquired graphene production IP, 16 Position patents granted internationally, and know-how from Thomas Swan & Co. Ltd. BLACK SWAN INVES
Slide 4: Valuation and Ownership – POST Financing
Valuation and Ownership – POST Financing NanoXplore Inc. 510 Zentek Ltd. $250 Graphene Manufacturing Group Ltd. $295 BLACK SWAN INVESTOR PRESENTATION Directa Plus PLC $76 Versarien PLC $48 First Graphene Ltd. $86 Black Swan Graphene Inc. $42 Enterprise Value (EV): $30M $0 $100 $200 $300 $400 $500 $6
Slide 5: Corporate Leadership
Corporate Leadership Harry Swan Simon Marcotte Michael Edwards Chairman President & CEO, Director COO, Director Mr. Swan is the owner and CEO of Mr. Marcotte has nearly 25 years of Mr. Edwards has more than 30 years Thomas Swan & Co. Ltd. and the capital market and corporate of manufacturing and bus
Slide 6: Corporate Leadership
Corporate Leadership Dr. David Deak Peter Damouni Paul Hardy Independent Director Executive Director VP CorporateDevelopment Dr. David Deak is President of Marbex Mr. Damouni has over 20 years of Mr. Hardy’s career spans 30 LLC, running a portfolio of projects at corporate and investment years in Ca
Slide 7: Corporate Leadership
Corporate Leadership Henri Wilhelm Aidan Sullivan VP Technology VP Strategic Initiatives Mr. Henri Wilhelm has more than 15 years of experience in R&D Mr. Sullivan has over 20 years of experience building and financing both private and and development of graphite-based products for energy storage pu
Slide 8: What is Graphene
What is Graphene Flake Graphite Bulk Graphene (GNP) Single Layer Graphene • Layers of carbon atoms • Few layers of carbon atoms • Single layer of carbon atoms arranged in a hexagonal arranged in a hexagonal structure arranged in a hexagonal structure (≈200,000 to (≈5 to ≈100 layers) structure 400,00
Slide 9: Bulk Graphene Target Markets: Concrete
Bulk Graphene Target Markets Concrete • Large market – over 20 billion tonnes/year consumed (≈c$1,200 billion) BLACK SWAN INVESTOR PRESENTATION • Market Potential: 2,000,000 tonnes of graphene demand • Concrete responsible for 8%+ of global greenhouse gas emissions • Similar strength achieved using
Slide 10: Bulk Graphene Target Markets: Polymers
Bulk Graphene Target Markets Polymers • Global Plastic Additive market: ~$40B annually BLACK SWAN INVESTOR PRESENTATION • Graphene is a game changer for polymers • Multiple benefits of bulk graphene as an additive: • Light weighting: weight reduction for transportation driving Electric Vehicle adopt
Slide 11: Bulk Graphene Target Markets: Tires and Carbon Black Replacements
Bulk Graphene Target Markets Tires and Other Carbon Black Replacements • Carbon black market: ≈$18B annually (12Mt), approximately 60% to 70% used in car tires BLACK SWAN INVESTOR PRESENTATION • Bulk graphene can improve tire performance (or lower cost depending on loading factor) and is a greener p
Slide 12: BLACK SWAN INVESTOR PRESENTATION
12 BLACK SWAN INVESTOR PRESENTATION
Slide 13: Potential Market Size
Potential Market Size • Graphene adoption finally taking place in industrial applications BLACK SWAN INVESTOR PRESENTATION • Lead by the largest prospective markets: Concrete and Polymer Additives • Black Swan’s economies of scale for bulk graphene production set to accelerate as a result 13
Slide 14: Carbon Fiber Adoption
Carbon Fiber Adoption As Carbon Fiber experienced in the 1990’s, Exhibit 29: Global demand for carbon fiber took off as a result of lower prices Bulk Graphene market penetration BLACK SWAN INVESTOR PRESENTATION accelerating rapidly with availability of lower cost production Generally speaking, graph
Slide 15: Price Tipping Point
Price “Tipping Point” “Graphene price of US$25/kg would make bulk graphene competitive as a tire additive" BLACK SWAN INVESTOR PRESENTATION – Goldman Sachs Tire Additive Black Swan Graphene: Economics Bulk Carbon Black Graphene ! Target selling prices: US$8/kg to US$10/kg Tire weight – kg 10 10 % ti
Slide 16: Patented Manufacturing Process
Patented Manufacturing Black Swan uses a “top-down”, High Shear Liquid Phase Exfoliation process to produce 2D materials in large volume, Process notably graphene of multiple layers delivering a sub-set of the properties of single layergraphene • Technology already scaled up threetimes Lab Pilot BLA
Slide 17: Product Performance
Product Performance Several factors, including dispersion, impact product BLACK SWAN INVESTOR PRESENTATION performances but only end-product performance matters Data INDEPENDENTLY measured by the Graphene Engineering Innovation Centre (GEIC) Polymers: 45% improvement in Abrasion Resistance in TPU wi
Slide 18: Recent Applications of our Graphene
Recent Applications of our Graphene In September 2021, graphene resulting from the patented process owned by Black Swan Graphene was used by Concretene Inc. and Nationwide Engineering in the concrete mix poured during the construction of a CA$30.5M residential development 150 km west of London, Engl
Slide 19: Battery Materials Partnership
Battery Materials Partnership "Aims to improve energy density, power density and low temperature performance of battery BLACK SWAN INVESTOR PRESENTATION technologies through application of innovative carbons “Johnson Matthey (JM), (…) has teamed up with (…) Thomas Swan, one of the UK’s leading indep
Slide 20: 24-month Budget - CAD
24-month Budget - CAD BLACK SWAN INVESTOR PRESENTATION Year-1 Year-2 G&A .872m .872m Legal, Patent/Trademark Management, Audit, TSX, etc. .728m .728m Optimization, R&D, Customer Testing .65m .65m Partnerships, Government Lobbying, Branding .53m .4m PEA, Feasibility Study .2m .6m Capital Market Fees,
Slide 21: Contact
Paul Hardy, VP Corporate Development Simon Marcotte, President & CEO +1 (416) 844-7365 +1 (647) 801-7273 phardy@blackswangraphene.com smarcotte@blackswangraphene.com Black Swan Graphene Inc. │ 1410-120 Adelaide Street West, Toronto, Ontario, Canada M5H 1T1
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