Ecograf Ltd. · ASX:EGR
Ecograf — Kibaran Resources — Conference Presentation (August 2019)
18 slides from Ecograf's conference presentation, August 2019
Slide 1: Building a Sustainable Eco-Friendly Global Graphite Business
ASX: KNL FSE: FMK BUILDING A SUSTAINABLE ECO-FRIENDLY GLOBAL GRAPHITE BUSINESS BUSINESS UPDATE – CAPE TOWN 2019
Slide 2: Disclaimer
DISCLAIMER Securities Disclaimer This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Such offer can be made only through proper subscription documentation and only to investors meeting strict suitability requirements.
Slide 3: Battery Market Opportunity: E-Mobility
BATTERY MARKET OPPORTUNITY: E-MOBILITY Global expansion of electric vehicle markets forecast to drive a 700% increase in annual natural graphite demand by 2025 ..... to over 800,000 tonnes per annum Roskill, UBS 40% of EV cost is the electric battery and 70% of the battery cost is the cells ~55kg Mi
Slide 4: Battery Market Opportunity: Energy Storage
BATTERY MARKET OPPORTUNITY: ENERGY STORAGE Accelerating demand for lithium-ion battery storage from the energy industry > US$8 trillion investment in wind > US$500 billion in new battery and solar to 2050 storage capacity by 2050 Renewable energy dependency forecast to increase from 25% to 64% by 20
Slide 5: New Graphite Mining & Manufacturing Business Poised for Development
NEW GRAPHITE MINING & MANUFACTURING BUSINESS POISED FOR DEVELOPMENT Shares on issue Key holders Financial Colonial 11% Share Price - A$0.13 Listed 276m Board 10% Mkt Cap - A$36m F-diluted 279m Value-on-Gr. 4% GR Engineer. 2% Scalable mining project for Value-add manufacturing of long term supply of
Slide 6: Upstream Graphite Business Summary
UPSTREAM GRAPHITE BUSINESS SUMMARY Epanko Graphite Project Description Natural flake graphite project Location Epanko Valley, Mahenge, Ulanga District, Morogoro Region, Southern Tanzania Bankable Feasibility Study completed June 2017 Status – ready to construct Independent Engineer’s Review via KfW
Slide 7: Epanko – Positive Developments Emerging in Tanzania
EPANKO – POSITIVE DEVELOPMENTS EMERGING IN TANZANIA Productive meetings with Ministry of Minerals, Mining Commission and Bank of Tanzania Key financing issues: International banks and bank accounts Government equity participation Governing law – disputes and adjudication Logistics and ex
Slide 8: German Led European Battery Alliance
GERMAN LED EUROPEAN BATTERY ALLIANCE New capacity of 47 GWh announced to date Volkswagen alone requires 150 GWh battery capacity by 2025 sufficient for 3 million EV’s and requiring over 80,000 tonnes of battery graphite Source: Bloomberg New Energy and Benchmark Minerals 8
Slide 9: Summary
SUMMARY Positioned to capitalise on new investment in lithium-ion batteries for e-mobility Global patent pending Testing undertaken by over unique eco- German pilot plant potential customers friendly purification program successfully confirms product processing completed quality and technology perfo
Slide 10: Downstream Graphite Business Summary
DOWNSTREAM GRAPHITE BUSINESS SUMMARY Manufacture of Purified Spherical Graphite Description Production of spherical graphite for use in lithium-ion batteries Location Initially supplying existing Asia-Pacific markets, thereafter new growth in Europe Feasibility study completed December 2017 German p
Slide 11: Provides a Competitive New Supply of Battery Graphite to Meet Ex-China Demand
PROVIDES A COMPETITIVE NEW SUPPLY OF BATTERY GRAPHITE TO MEET EX-CHINA DEMAND All battery graphite is presently produced in China using hydrofluoric (HF) acid to achieve 99.5%C with Hubei and Shandong the largest producing areas and increasingly subject to environmental regulation Source: Industrial
Slide 12: Product Qualification Program
PRODUCT QUALIFICATION PROGRAM Over 80 battery graphite samples tested by potential customers High EcoGraf Flake Coated Ore Purity SPG fines SPG14.5 SPG15 SPG20 Purified Conc SpG Conc SPG Lithium-ion Battery Anode Manufacturers South Korea Japan Japan China Lithium-ion Battery Market Participants Ger
Slide 13: Growing Battery Demand to Drive Prices Higher
GROWING BATTERY DEMAND TO DRIVE PRICES HIGHER Chinese demand up 39% and exports now expected to break through 100,000 tonnes of SpG, dominated by 3 major groups Traditional Market - Flake Graphite Battery Market - Spherical Graphite Prices (SPG) Prices +50 mesh now increasing over 60% and breaking
Slide 14: Graphite Value Chain
GRAPHITE VALUE CHAIN Opportunity to capture downstream processing market value is compelling Spherical Graphite Coated Spherical Graphite Natural Flake Graphite (Natural Graphite) Battery Anode Cells PRICE RANGE PRICE RANGE PRICE RANGE US$700-2,100/t US$3,400-4,400/t US$5,200-16,000/t Development of
Slide 15: Advancing to Development in 2019
ADVANCING TO DEVELOPMENT IN 2019 2017 - December Feasibility study completed, initial patent application lodged 2018 - January Kibaran Board approves German pilot plant program 2018 - May trademark registered internationally 2018 - August Successful purification of 10 existing sources of sup
Slide 16: Building a Global Graphite Supply Network
BUILDING A GLOBAL GRAPHITE SUPPLY NETWORK USD25 million invested over 6 years to create development ready upstream and downstream battery mineral businesses High quality 40+ year supply of natural flake graphite at Epanko and Merelani in Tanzania Unique non-HF purified spherical graphite (patent pen
Slide 17: Catalysts to Unlock Value
CATALYSTS TO UNLOCK VALUE Building a Sustainable Global Graphite Business + Finalise EPC Contract Update business case with pilot plant optimisation results Project financing Formalise strategic partnerships Financing Total pre-tax NPV10 US$356m (geared, nominal terms) 17
Slide 18: Thank You
Head Office Level 1, 18 Richardson Street West Perth, Western Australia 6005 www.kibaranresources.com T: +61 8 6424 9000 THANK YOU 18 18
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