EcoGraf Ltd. · ASX:EGR
EcoGraf — Kibaran Resources — 5th Graphite & Graphene Conference 2015
22 slides from EcoGraf's conference presentation, Dec 9, 2015
Slide 1: Kibaran Resources Conference Presentation (ASX Announcement)
ASX Announcement 9 December 2015 KIBARAN RESOURCES CONFERENCE PRESENTATION Kibaran Resources Limited (ASX: KNL), (‘Kibaran’ or the ‘Company’) is pleased to advise that Managing Director, Andrew Spinks and Technical Graphite Specialist, Christoph Frey are presenting at the 5th Graphite & Graphene Con
Slide 2: Developing Premium Quality Graphite in Tanzania
DEVELOPING PREMIUM QUALITY GRAPHITE IN TANZANIA 5th Graphite & Graphene Conference 8-9 December 2015, Waldorf Hilton, London The emerging Li-ion battery market and Kibaran’s graphite projects Presented by: Mr Andrew Spinks, Managing Director Mr Christoph Frey, Technical Graphite Specialist ASX: KNL
Slide 3: Disclaimer
D I S C L A I M E R 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 requ
Slide 4: Company Overview
C O M P A N Y O V E R V I E W Capital Structure KNL:ASX Shares on Issue 167.6m Share Price (7 December 2015) $0.17 Market Capitalisation $28.4m Net Cash (30 September 2015) $3.0m Enterprise Value $25.4m Options Unlisted Options Various Exp, Various Ex Prices 12m TOTAL 12m Shareholders Directors & Ma
Slide 5: Project Highlights
P R O J E C T H I G H L I G H T S World-class Graphite Assets: Value Add Growth Strategies Underway Epanko Graphite Project Merelani-Arusha Graphite Project • Debt financing supported by in-principle German • Merelani East Deposit: Mineral Resource Government Loan Guarantee (UFK) with coverage u
Slide 6: Board & Management Team
B O A R D & M A N A G E M E N T T E A M Robert Pett – Non-Executive Chairman Minerals Economist with over 30 years experience working in mining and exploration Involved with listed companies at all levels in the resources sector at senior levels from grass-roots exploration through to mine devel
Slide 7: Management & Technical Team
M A N A G E M E N T & T E C H N I C A L T E A M Robert Hodby - CFO/Company Secretary Bachelor of Commerce, Member of CPA Australia and Governance Institute of Australia Over 20 years industry experience in financing and administration of public and listed companies gathered at both operational a
Slide 8: Epanko Bankable Feasibility Study
E P A N K O B A N K A B L E F E A S I B I L I T Y S T U D Y Key BFS Results Parameters Conventional open cut mine and conventional Items (LOM) flotation processing plant. Plant Throughput (tpa) 434,000 Plant Recovery (%) 93.3 Annual EBITDA of US$33.6m for 15 years with 40,000tpa Feed Grade (%) 8.6
Slide 9: Why Tanzania
W H Y T A N Z A N I A Mining-friendly Country Stable democratic Government committed to mining sector growth and development English speaking Common law system Friendly tax regime (30%) and low royalties (3%) Existing and developed mining activity in place Access to skilled and educated lo
Slide 10: World Demand/Supply
W O R L D – D E M A N D / S U P P L Y Total market is 1.2Mtpa with China the largest producer and consumer Natural flake demand outside of China is 320ktpa and largely sourced from China Traders and end users seeking diversity away from Chinese supply China seeking to import Large Flake Grap
Slide 11: Epanko Graphite – Superior Quality
E P A N K O G R A P H I T E – S U P E R I O R Q U A L I T Y Commercial Advantage over Existing Supply Expansion Rates for Jumbo (+50 mesh) flake is 490 Extremely High percentage of large flake provides higher ml/g which is up to 30% higher than Chinese supply basket prices and increased saleabil
Slide 12: Production Growth Strategy
P R O D U C T I O N G R O W T H S T R A T E G Y Two Fold Growth via Diversity Expected relative growth rate in Natural Flake Kibaran is leading Tanzania to become the 11 world’s second largest graphite producer
Slide 13: Tanzanian Graphite Hub
T A N Z A N I A N G R A P H I T E H U B A pipeline of projects to become a major supply chain for the battery markets 12
Slide 14: Epanko Metallurgy and Flowsheet
E P A N K O M E T A L L U R G Y A N D F L O W S H E E T Metallurgical Results 85.7% of distribution > than 106 micron EPANKO FLAKE SIZE DISTRIBUTION Microns Portion Retained Carbon Grade Final carbon conc. of 96.3% TGC Name (µm) Mesh Size (%) (%) Flowsheet Jumbo >300 >48 20.0 97.1 Large >180 >80
Slide 15: EVs: Current Market Situation
E V ’ S : C U R R E N T M A R K E T S I T U AT I O N Number of electric cars worldwide on January 1, 2015 New registrations per year PHEV, REEV and EV only 14 Source: Outlook for EV’s & Future Potential Demand for Graphite, presented by Christoph Frey, 2 nd International Minerals Conference Septembe
Slide 16: EVs: Current Market Situation
E V ’ S : C U R R E N T M A R K E T S I T U AT I O N 15 Source: Outlook for EV’s & Future Potential Demand for Graphite, presented by Christoph Frey, 2 nd International Minerals Conference September 2015, Berlin Germany
Slide 17: EVs: Current Market Situation
E V ’ S : C U R R E N T M A R K E T S I T U AT I O N Prognosis of LiB Energy Demand Li-Ion Batteries are not limited to EVs 350000 LiB total 300000 el. Vehicles 35000 Others el. Vehicles Value LiB cell market in Mio US$ 250000 30000 Portables 200000 25000 150000 20000 100000 15000 50000 10000 MWh 0
Slide 18: Graphite in Li-Ion Batteries (LIB)
G R A P H I T E I N L I - I O N B AT T E R I E S ( L I B ) cost active Anode value share of the anode material material will remain between 5 total cost per cell and 10% of the total cost of the LiB cell value for anode material will increase from currently $1 billion to $ 2,6 billion in 2025 (CAGR
Slide 19: Graphite in Li-Ion Batteries (LIB)
G R A P H I T E I N L I - I O N B AT T E R I E S ( L I B ) New Developments for the Anode New Developments on the way but it takes years from research -> mass production Last 5% of research most challenging! New materials: Si (already used as C-compound with 1-8% Si), Sn, Li-Metal, Graphene, A
Slide 20: Natural Graphite for LIB
N AT U R A L G R A P H I T E F O R L I B Process Flow for Production of Spherical Natural Graphite from the Mine to the Anode Producer Drying / Microni- Spheroni- Purifi- Anode Mining Flotation Coating Screening zation zation cation Manuf. Mine / Flotation Company Processing Company Coating Company
Slide 21: Graphite for LIB
G R A P H I T E F O R L I B Items 2015 2020 2025 Anode material needed for LiB (ktpa) 70 160 270 Market share graphite as anode material (%) 95% 91% 88% Spherical graphite needed (ktpa) 67 146 238 thereof share of natural graphite (%) 55% 50% 50% Spherical natural graphite needed (ktpa) 37 73 119 Yi
Slide 22: Kibaran Resources Limited
Kibaran Resources Limited 338 Hay Street, Subiaco WA 6008 Phone: + 61 8 6380 1003 Email: info@kibaranresources.com www.kibaranresources.com 21
Kibaran Resources — 5th Graphite & Graphene Conference 2015 on 6ix