Neo Battery Materials Ltd · TSXV:NBM
Neo Battery Materials — Investor Presentation (April 2025)
30 slides from Neo Battery Materials's investor presentation, April 2025
Slide 1: The New Paradigm of High-Capacity Batteries with Silicon
TSXV: NBM | OTC: NBMFF | April 2025 The New Paradigm of High-Capacity Batteries with Silicon
Slide 2: Disclaimer: Forward-Looking Statements
Disclaimer: Forward-Looking Statements This presentation contains "forward-looking information" within the meaning of the applicable securities legislation. All information contained herein that is not clearly historical in nature may constitute forward-looking information. Generally, such forward-l
Slide 3: The Future Is Electric
THE FUTURE In the business of making IS ELECTRIC batteries run longer, charge faster, and cheaper with Silicon With the onset of electrification, global industries rely on innovations or a “New Paradigm” of high- performance battery materials to accelerate the rapid transition. NEO Battery Materials
Slide 4: Why Invest?
Why Invest? is the Forerunner for Cost-Effective, Long-Lasting Battery Technology NBMSiDE® - Silicon Anode Material Low-Cost Manufacturing – Proprietary energy-efficient process enables Average Cost-Savings of >60% Performance Innovation – Industry-Leading battery capacity with high cycling stab
Slide 5: Recent Key Developments
Recent Key Developments Milestones Achieved & Plans Executed for Silicon Anode Commercialization Operations Oct. 2024 1st JDA with • Established Advanced Agreements Fortune 500 Nov. 2024 Company Strategic MOU towards Commercialization with Linde Korea (NASDAQ: LIN) • Secured Prominent Battery Indust
Slide 6: Leadership with Proven Track-Record
Leadership with Proven Track-Record Highly Qualified Personnel from Battery Industry, Finance, Government & Academia Spencer Huh Seok Hyung Lee Also From: Director, President & Independent Director Chief Executive Officer Dr. Dongmok Whang Kenneth Hoffman Independent Director, Independent Director L
Slide 7: Introduction: Lithium-Ion Batteries & Anodes
Introduction: Lithium-Ion Batteries & Anodes 7
Slide 8: Problem with Lithium-Ion Batteries
Problem with Lithium-Ion Batteries 1. Limited Capacity Problem: Graphite “Range Anxiety” Separator 2. Slow Charging Cathode Li Anode Nickel Impatient with Cobalt Li Manganese Graphite Long Charging Times Aluminum Iron Li Phosphate Li 3. High Cost Need Competitive Prices Electrolyte 8
Slide 9: Introduction to Si-Based Anode Materials
Introduction to Si-Based Anode Materials Anode Material Technological Growth & Trend Present Present to Near Future Future Graphite Graphite + Silicon Pure 100% Silicon 360 mAh/g 400 ~ 1,200 mAh/g > 2,500 mAh/g Reversible capacity Si 5% ~ 50% Image Source: Hi Research, Gan et al., Phys, U.S. Researc
Slide 10: Solution: Integrate Silicon with Graphite
Solution: Integrate Silicon with Graphite Solution: Silicon Ultra-Fast Charging 9x More Capacity $ Cost Reduction The Silicon Benefit 10% 30 - 60% Increase in Anode Capacity Silicon Added 20 - 40% Decrease in Weight Image Source: Tesla Battery Day 10
Slide 11: Critical Problem of Silicon Anodes
Critical Problem of Silicon Anodes Volume Expansion-Induced Pulverization Lithiation Many Cycles Unstable SEI Layer Growth +Li+ Many Cycles Many Cycles Delamination 11
Slide 12: Silicon Anode: Technology Options
Silicon Anode: Technology Options Different Methodologies to Resolve Volume Expansion Problem NBMSiDE® Silicon Composite- Silicon/Carbon Silicon Oxide Silicon Polymer-Coated Nanocoated Carbide Composite (SiOx) Nanoparticles Si Nanoparticles Metal Silicon Performance Levels High Mid Low Silicon Silic
Slide 13: Silicon Anode Market
Silicon Anode Market The Only Short & Mid-Term Solution to Boost Battery Capacity Market Size Growth per Value Chain Component Global/U.S. Silicon Anode Market Size & Demand Forecast 54% Global CAGR 71% U.S. CAGR Implementation Issues 1. Volume 2. Expensive 3. High-Cost Expansion Manufacturing Input
Slide 14: NBMSiDE - NBM Technology Advantage
NBMSiDE® - NBM Technology Advantage 14
Slide 15: NBMSiDE: Manufacturing Advantage
NBMSiDE®: Manufacturing Advantage >60% Cost Reduction through NEO’s Transformative Material & Process Silicon Energy-Efficient & Carbon-Friendly NBMSiDE® Raw Material Silicon Anode Room Temperature & No Complex Processing Coated Silicon Mixing/Milling Nanocoating Silicon 11 IPs 40 to >70% Low Is
Slide 16: NBMSiDE Characteristics – In Comparison
NBMSiDE Characteristics – In Comparison NBMSiDE® SiOx Si-C Metallurgical Grade Silicon Silicon Oxide Silane (Gas) Raw General Polymers Silicon (Nano) Porous Carbons Materials General Solvents High-Purity Metal Catalysts *Carbon Composite Vaporization / Pyrolysis Pulverization Catalytic Vacuum (Carbo
Slide 17: Silicon Anode: Cost Comparison
Silicon Anode: Cost Comparison Estimated Competitor Price & Capacity Silicon Carbon (Si-C) NBMSiDE® Price & Capacity >80 USD/kg ~1,450 mAh/g Silicon Silicon Silicon Oxide (SiOx) Robust Polymer Nanometer-Thick Coating >60 USD/kg ~1,300 mAh/g Composite-Nanocoated Silicon Silicon Nanowire (SiNW) >60% C
Slide 18: Commercialization Keyword: Coulombic Efficiency
Commercialization Keyword: Coulombic Efficiency Critical Threshold for Commercialization: How Much Lithium Ions Kept Alive During Charge/Discharge When Cathode Capacity = 100 mAh/g, CE=100%, The Gate to Full Cell Operation Full Cell Capacity at Nth Cycle = 100 x (Anode CE)N (mAh/g) Representative
Slide 19: P100: Well-Controlled Precursor for Coating
P100: Well-Controlled Precursor for Coating 120 16 200 nm 1 µm NBM P100 [Initial Dischg 2388 mAh/g, ICE 87.0%] 14 Size Controllable Bare Si [Initial Dischg 2176 mAh/g, ICE 68.2%] Volume Density(%) 12 Capacity Retention (%) 100 10 8 6 80 100.0 4 2 Coulombic Efficiency (%) 99.5 NBM P100 0 60 99.0 0.01
Slide 20: P200 (2023): Development of Coating Tech
P200 (2023): Development of Coating Tech Concept Schematic Design with Surface Polarity Control Enhancement on Polarity of Surface / Increased Adhesion on Silicon-Polymer Interface 3000 P200 (II)_Additives Specific Capacity (mAh/g) 2500 P200_Reference 2000 Additives 1500 1000 0 10 20 30 40 50 Cycle
Slide 21: P300 (2024): Two-Way Coating Method
P300 (2024): Two-Way Coating Method P300 100 High Capacity (~2,800mAh/g) Coulombic Efficiency (%) 98 96 High Cycling CE (~99.5%) High ICE (>88.0%) 94 92 Polymeric Layer Protection 90 First Method 0 10 20 30 40 50 Cycle Number P200 100 Coulombic Efficiency (%) 98 Stable Cycling CE 96 Ease
Slide 22: P300N (2025): Composite Layer Coating
P300N (2025): Composite Layer Coating • Strengthened Composite Layer Coating Network P300N • Additives: Enhancing Conductivity, Supporting Polymer Matrix • Simple, Feasible & Cost-Effective Process • Ease-to-Scale-Up For Mass Production First Method Performance Implication AVG: 99.8% Exceptional,
Slide 23: Commercialization Plans
| Commercialization Plans 23
Slide 24: Next Steps: Larger-Scale Battery Testing
Next Steps: Larger-Scale Battery Testing Industry-Standard Validation Pathway 1. Coin Half-Cell 2. Coin Full-Cell 3. Single-Layer 4. Multi-Layer (Anode-Only) (Cathode & Anode) Full-Cell Full-Cell Completed with Highest In Progress with Graphite- Planned and In Preparation for Performance Achieved Fi
Slide 25: 5-Pillared Strategy for GTM
5-Pillared Strategy for GTM Pursuing 5-Pillared Strategy as a Safe, Prudent & Fast Route-to-Commercialization Pillar 2 Advancing Evaluations with Partners Pillar 1 Pillar 3 Expanding Best- Battery Supply Performance Chain Network R&D Optimization Safe Prudent Fast Pillar 5 Pillar 4 Pursuing Value- S
Slide 26: NBM Silicon Anode Global Expansion Plan
NBM Silicon Anode Global Expansion Plan Aims to Become Among the Top 10 Suppliers of Silicon Anode Materials CA. NEO Battery Materials KR. NBM Korea Co. Construct Phase I 240 Ton Plant in Scaling to 20,000 KG Pilot Capacity Windsor, Ontario with with Planned 5K Ton Final Capacity 5K Ton Expansion Ca
Slide 27: Commercial Plant Phased Expansion
Commercial Plant Phased Expansion Phase Expansion Phase I Phase II Phase III Phase IV Timeline Maximum Annual Production 240 TPA 1,000 TPA 2,500 TPA 5,000 TPA Capacity (in tonnes per annum) 11 Acres 1.7M – 3.3M Secured for Silicon Anode Production # of EVs Supplied at Phase IV Capacity 80K – 160K ~1
Slide 28: 2025/26 Strategic Goals & Key Catalysts
2025/26 Strategic Goals & Key Catalysts Anticipated Milestones to Advance into Next Stages of Commercializing Tech Technology Partnerships Commercialization a. Equipment Integration for a. Securing Advanced Production Expansion of Agreements, Including a. Scale-Up to 20 P-300N Joint Development, Ton
Slide 29: Share Performance & Structure
Share Performance & Structure Financial Overview (as of April 30, 2025) Current Share Price $ 0.66 52-Week Low $ 0.06 52-Week High $ 1.10 Basic Shares 119,157,756 Outstanding Warrants 12,260,835 Options 11,195,000 Fully Diluted Shares 142,613,591 Outstanding Market Capitalization $ 78.64M (Basic) Ma
Slide 30: For More Information
For More Information: Website: www.neobatterymaterials.com Address: 10th Floor, 4711 Yonge Street, Toronto, Ontario, Canada M2N 6K8 Email: info@neobatterymaterials.com
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