Volt Resources Ltd · ASX:VRC
Volt Resources — Spark Plus Mining Day (August 2021)
27 slides from Volt Resources's conference presentation, Aug 11, 2021
Slide 1: Spark Plus Mining Day Presentation
Spark Plus Mining Day Presentation 11 August 2021
Slide 2: Important Notices
IMPORTANT NOTICES 2 The information contained in this document (“Presentation”) has been prepared by Volt Resources Limited (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained herein has been prepared in
Slide 3: Sustainable exploration, development and mining of graphite, gold and other minerals
"Sustainable exploration, development and mining of graphite, gold and other minerals" VOLT RESOURCES
Slide 4: Volt Resources
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Slide 5: Corporate Overview
CORPORATE OVERVIEW 5 5 Capital Structure Board Share Price as at 10 July 2021 - A$0.032 Trevor Matthews - Managing Director Share Price Low (over 1yr) - A$0.008 Asimwe Kabunga - Non-Executive Chairman Share Price High (over 1yr) - A$0.045 Jack Fazio - Non-Executive Director Shares on Issue - 2.44b S
Slide 6: The Value Proposition
THE VALUE PROPOSITION 6 Positioning Volt to be a globally significant and diversified graphite producer. Existing production from Zavalievsky Graphite (ZG) in Ukraine combined with future production of graphite products from the development ready Bunyu Project in Tanzania and plans for BAM proce
Slide 7: Value Growth Through Acquisition and Development
VALUE GROWTH THROUGH ACQUISITION AND DEVELOPMENT 7 Zavalievsky Graphite (ZG) Bunyu Graphite Project - Tanzania Gold Projects - Guinea Business (70%) - Ukraine One of the largest JORC graphite resources in Exploration and Auger Drilling Program in final Operated for 87 years and long mine life.
Slide 8: Graphite Market
GRAPHITE MARKET
Slide 9: Volt's Graphite Markets
VOLT’S GRAPHITE MARKETS 9 SPHERICAL GRAPHITE For lithium-ion battery applications EV’s, ESS, mobile applications and renewable power EXPANDABLE GRAPHITE Flame retardants, insulation, graphite foil/gaskets, foundry, conductive additive, graphene REFRACTORY / METALLURGY PRODUCTS Refractory furnace lin
Slide 10: EV Market Driving Lithium-Ion Battery Growth in Europe
EV MARKET DRIVING LITHIUM-ION BATTERY GROWTH IN EUROPE 10 Europe became the new leader in EV growth in 2020 Li-ion battery capacity set to triple in 2020-2025 EV Sales as % of Total Light Vehicle Sales EV Unit Sales and Growth Europe had 137% more electric vehicles registered in 2020 compared to 201
Slide 11: EV Penetration - Battery Raw Material Demand to 2030
EV PENETRATION - BATTERY RAW MATERIAL DEMAND TO 2030 11 Global natural graphite demand to grow x 7 to approximately 5.9Mt by 2030 (Assuming 45% synthetic graphite into the anode and "conservative view" of silicon use) - UBS Bank (Mar 2021) • EV adoption rate is increased from 17% to 20% by 2025 and
Slide 12: Planned Li-ion Battery Factories in Europe
1 PLANNED LI-ION BATTERY FACTORIES IN EUROPE 2 12
Slide 13: ZG Group Ukraine
13 ZG GROUP UKRAINE Zavalievsky Graphite Mine and Plant
Slide 14: Zavalievsky Graphite Group
1 ZAVALIEVSKY GRAPHITE GROUP 4 14 GRAPHITE SALES NEAR TERM PLAN FOR LONG LIFE EXISTING GRAPHITE 2017 – 2020 SPHERICAL GRAPHITE GRAPHITE BUSINESS PRODUCTS (in volume terms by (BAM) PRODUCTION region) Zavalievsky is a long life Existing production of Zavalievsky has near • 14% domestic - Ukraine. grap
Slide 15: Zavalievsky Graphite Mine and Plant Layout
ZAVALIEVSKY GRAPHITE MINE AND PLANT LAYOUT 15 Aerial view of mine, associated infrastructure and main processing plant
Slide 16: Zavalievsky Graphite Group Overview
ZAVALIEVSKY GRAPHITE GROUP OVERVIEW 16 • Permits for subsoil use (mining licence equivalent) valid until November 2035. • Open pit mining using conventional drill, blast, load and haul operations. Low strip ratio of 2:1. • Excellent transport infrastructure covering road, rail, river and sea freight
Slide 17: Zavalievsky Graphite Ore Processing
1 ZAVALIEVSKY GRAPHITE ORE PROCESSING 7 17 General view of main processing facilities Processing of ore includes the following stages: 1. Blending of ore feed at the ROM stockpile. 7. Hydro cyclones for separating the pulp into fractions. 2. Crushing of ore with a jaw, hammer and cone 8. Dewatering
Slide 18: Facilitation Through the EBA and ERMA
18 FACILITATION THROUGH THE EBA AND ERMA 18 Volt is a member of the two key alliances sponsored by the EU to facilitate the development of the European battery value chain. European Battery Alliance (EBA) • The EBA was launched in October 2017 and includes the EBA250 network comprising organisations
Slide 19: EU/Ukraine Critical Raw Materials and Batteries MoU
19 EU/UKRAINE CRITICAL RAW MATERIALS AND BATTERIES MoU 19 EU/UKRAINE CRITICAL RAW MATERIALS AND BATTERIES STRATEGIC PARTNERSHIP • On 13 July 2021 the EU and Ukraine government signed an MoU to launch a strategic partnership to strengthen and secure the supply of critical raw materials and the batter
Slide 20: Bunyu Graphite Tanzania
20 Bunyu Graphite 70% ACQUISITION Tanzania IN ZV GROUP, UKRAINE Flake graphite for the green energy (Including sector Zavalivskiy Graphite Mine and Plant)
Slide 21: Bunyu Graphite Project Overview
21 BUNYU GRAPHITE PROJECT OVERVIEW 21 • The largest JORC resource in Tanzania with 461Mt @ 4.9% TGC and a Proven Reserve of 127 Mt @ 4.4% TGC. Huge upside potential with exploration less than 6% of the project area. • Two stage development strategy with Stage 1 significantly de-risking the Stage 2 e
Slide 22: Bunyu Plant, Mine and Infrastructure
22 BUNYU PLANT, MINE AND INFRASTRUCTURE 22 • The Bunyu project is located in the highly endowed East African graphite belt with sealed roads from the project site to the deep water Mtwara Port, approximately 140kms, with available storage and secure passage. • Stage 1 power will come from diesel gen
Slide 23: Bunyu Graphite - Unlocking Stage 2 Upside
23 BUNYU GRAPHITE – UNLOCKING STAGE 2 UPSIDE 23 BUNYU GRAPHITE – UNLOCKING STAGE 2 UPSIDE • Definitive Feasibility Study for Stage 2 expansion to be undertaken once finance has been approved for Stage 1. • At least 22 year project life with potential multi-decade project based on current JORC minera
Slide 24: Integrated Supply Chain Supplying Europe and the USA
INTEGRATED SUPPLY CHAIN SUPPLYING EUROPE AND THE USA 24 Lithium-ion Battery cell making capacity
Slide 25: Battery Anode Material Production
2 BATTERY ANODE MATERIAL PRODUCTION 5 25 Spherical purified graphite (SPG) Micronizing – reduce flake size to approx 10 to 15 microns is manufactured from flake graphite • Step by step process - flakes move through a cascading series of jet mills. concentrates and is the battery anode • Crushed by i
Slide 26: Why Invest in Volt Resources
WHY INVEST IN VOLT RESOURCES 26 With two world class graphite resources incorporated in a strategically located operating mine and processing plant in Ukraine along with a development ready project in Tanzania, Volt is well positioned to become a globally significant graphite producer. Volt plan
Slide 27: Volt Resources Limited
Volt Resources Limited Level 25, 108 St Georges Terrace Perth, WA, 6000 Ph. +61 (0)8 9486 7788 info@voltresources.com www.voltresources.com ASX Code: VRC