Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — IMARC Conference 2023
18 slides from Sarytogan Graphite's conference presentation, Oct 31, 2023
Slide 1: The Ultra High Purity Kazakh Giant
For personal use only THE ULTRA HIGH PURITY KAZAKH GIANT 31 October 2023 I M AR C CON F E R E N CE I N V E S TO R P R E S E N TATI O N 1
Slide 2: Sustainable Competitive Advantage
Sustainable Competitive Advantage Giant and exceptionally high-grade Indicated and Inferred Mineral For personal use only Resource of 229 Mt @ 28.9% TGC1 with low mining costs. Ultra-high-purity of 99.99% TGC2 achieved by flotation, alkaline roasting and thermal purification, far exceeds battery gra
Slide 3: The Project - Mineral Resource and Preliminary Mine Layout
The Project - Mineral Resource and Preliminary Mine Layout Zone JORC1 In-Situ Total Contained (>15% TGC) Classification Tonnage Graphitic Graphite (Mt) Carbon (Mt) For personal use only (TGC %) North Indicated 87 29.1 25 Inferred 81 29.6 24 Total 168 29.3 49 Central Indicated 39 28.1 11 Inferred 21
Slide 4: The Project - Grade is King
The Project - Grade is King For personal use only A Hypothetical Mine A Mine B Grade 10% 30% Strip Ratio (W:O) 3:1 1:1 Process, Product same same Mining Costs $ 6X $X Beneficiation Costs $ 3Y $Y B This example is hypothetical only and provided to illustrate the effect of grade and strip ratio on min
Slide 5: The Project – PFS to Evaluate Two Flowsheet Options
The Project – PFS to Evaluate Two Flowsheet Options Mining Flotation Thermal Flowsheet Option Anodes For personal use only Agglomeration Thermal Purification Spheroidization Demonstrated3 7ktpa Modules USPG Product 99.99% TGC4 Achieved Hi-Purity Fine By-Product Low Strip 50ktpa Modules Chemical Flow
Slide 6: The Project – Global Test Work Excellence
The Project – Global Test Work Excellence Thermal Engineering For personal use only Thermal Physical Batteries Chemical Exploration Physical Batteries Sarytogan is a global business working with experts in every field to scale up metallurgical and battery test-work to deliver a Pre-Feasibility Study
Slide 7: The Market - Graphite is the major raw material in all EV battery types
The Market - Graphite is the major raw material in all EV battery types • Graphite is the major raw material in EV batteries. For personal use only • The EV battery anode is always graphite, regardless of battery chemistry. • Silicon is limited to 5% as any anode performance gains are not matched on
Slide 8: The Market - Natural Graphite vs Artificial Graphite
The Market - Natural Graphite vs Artificial Graphite Active Anode Blend For personal use only 100% • Natural graphite has been created by geological forces over millennia. 80% • Artificial graphite requires expensive and CO2 intensive treatment of fossil fuel by-products. 60% • China has rapidly exp
Slide 9: The Market – 6.5X Natural Graphite Growth Forecast
The Market – 6.5X Natural Graphite Growth Forecast For personal use only 9 Source: Benchmark Mineral Intelligence 6/11/2022
Slide 10: The Market - Geopolitics
The Market - Geopolitics USA Inflation Reduction Act 1/1/2023 China Export Ban 18/10/2023 EU Battery Passport 1/2/2025 Tax credits for EVs with majority of battery Dominate 70% of graphite mining & QR code database of provenance & CO2 footprint for all large batteries For personal use only minerals
Slide 11: Kazakhstan – Mining on the One Belt, One Road
Kazakhstan – Mining on the One Belt, One Road For personal use only Mining in Kazakhstan • Similar semi-arid land area to West. Aust. • Mining code based on West. Aust. • 40% of global uranium supply1 Astana • 12th in global mining value1 • 13th largest oil producer1 Corporate income tax: 20%; miner
Slide 12: Kazakhstan - Regional Infrastructure Advantages
Kazakhstan - Regional Infrastructure Advantages 170km by highway to the large city of Karaganda For personal use only 6km from bitumen road to project 68km from nearest railway station Sufficient water supply available Skilled local workforce 12
Slide 13: Kazakhstan - Lowest Quartile Power Costs Including Renewables
Kazakhstan - Lowest Quartile Power Costs Including Renewables • Kazakhstan’s power cost is in the lowest quartile globally • 110 kV powerline 2 km from the project (pictured) For personal use only • 35 kV powerline 15 km from the project • 50 MW Solar farm is 100 km from the project (pictured) Elect
Slide 14: Kazakhstan - Kenesar Graphite Exploration Project
Kazakhstan - Kenesar Graphite Exploration Project For personal use only Drilling complete; assays pending 14
Slide 15: Pre-Feasibility Study Work Program
Pre-Feasibility Study Work Program 2023 2024 For personal use only Milestone Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Mineral Resource upgrade ✓ Land access agreement ✓ Geotech and hydro drilling ✓ Bulk concentrate production Kenesar maiden drilling results ✓ Spheroidization tests Battery performance tests Pre-feasi
Slide 16: Corporate Overview and Value Proposition
Corporate Overview and Value Proposition Capital Structure Stephen Penrose Non-Executive Chairman, LLB, J.D., Lawyer and Managing Partner of Tottle Partners, specialising in corporate Shares on Issue (Undiluted) 147.7M For personal use only and commercial litigation. Escrowed Shares (until July 2024
Slide 17: Disclaimer & Compliance Statement
Disclaimer & Compliance Statement Important Disclaimer Neither this Presentation nor anything contained in it forms the basis of any contract or commitment and it is not You must read this notice before reading or making any use of this Presentation (defined below) or any intended to induce any pers
Slide 18: Contact
For personal use only CONTACT Sean Gregory Managing Director E: admin@sarytogangraphite.com.au W: www.sarytogangraphite.com.au +61 08 9388 8290 18