First Graphene Ltd · ASX:FGR
First Graphene — Investor Presentation (April 2021)
24 slides from First Graphene's investor presentation, April 2021
Slide 1: Delivering the Graphene Revolution
Delivering the Graphene Revolution Driving Industrial Scale Adoption of Graphene April 2021
Slide 2: What is Graphene?
WHAT IS GRAPHENE? Delivering the Graphene Revolution • Graphene is an allotrope of carbon consisting of a single layer of atoms arranged in a two dimensional honeycomb lattice. • Discovered, isolated and characterised in 2004 by two Russian Physicists at the University of Manchester, and who subsequ
Slide 3: What's so great about graphene?
WHAT’S SO GREAT ABOUT GRAPHENE? Delivering the Graphene Revolution 3
Slide 4: Who is First Graphene?
WHO IS FIRST GRAPHENE? Delivering the Graphene Revolution • World leading graphene manufacturer based in Perth, Western Australia. • Producer of high performing PureGRAPH® products creating value in composites, elastomers, fire retardancy and construction materials. • Robust 100 tonne/year modular m
Slide 5: Core Capabilities
CORE CAPABILITIES Driving the Industrial Scale Adoption of Graphene Vein graphite RMs Electrochemical Industrial Finishing Quality Assurance Exfoliation • Captive – ensures • High Yield • Well established • 6-sigma approach reliability • Single Step • Controlled Quality • Industry leading • No proce
Slide 6: Introducing PureGRAPH
INTRODUCING PureGRAPH® Delivering the Graphene Revolution • PureGRAPH® is the highest performing graphene additive available at tonnage quantities. • PureGRAPH® powders contain pristine, high aspect ratio platelets with typical thickness of 5-10 carbon layers. • Lateral sizes are carefully controlle
Slide 7: Main Areas of Business Development
MAIN AREAS OF BUSINESS DEVELOPMENT Delivering the Graphene Revolution • Continued Commercialisation of PureGRAPH® Range of Graphene Products: Having achieved the milestones of commercial production capacity of high-quality graphene products, the overriding objective is to build the sales book throug
Slide 8: Commercialization Landscape - Existing
COMMERCIALIZATION LANDSCAPE - EXISTING Sample of existing application development projects Rubbers & Elastomers • Automotive – bushes/suspension components, tyres. • Mining – wear liners, screens, conveyor belts, rollers. • Construction – rubber insulation. • Leisure – shoe soles, composite toe caps
Slide 9: Commercialization Progress: Existing Agreements
COMMERCIALIZATION PROGRESS: Existing Agreements Progress towards breakeven point and positive cashflow from operations Production Capacity Up to 10 tonnes • Breakeven point at ~6,000kg per annum, with 3,000,000 cost base of 10 tonnes. • Current customers contracted to 5,000 kg per Total Cost/Revenue
Slide 10: Composites, Plastics & Adhesives
COMPOSITES, PLASTICS & ADHESIVES What benefit does Graphene add? • Increased strength (> 30%) • Light-weighting (> 30%) • Increased water resistance • Improved fire retardancy • Simplified manufacture and overall reduced cost Flexural stress/strength performance measured by ASTM D7264 three point be
Slide 11: Composites, Plastics & Adhesives Applications
COMPOSITES, PLASTICS & ADHESIVES Applications – Sports and Leisure, Marine, Aquaculture, Automotive, Aeronautics Sales Sales Sales Client Client Client PureGRAPH® GRP swimming PureGRAPH® GRP boats PureGRAPH® enhanced HDPE pools providing increased providing increased flexural oyster pots providing i
Slide 12: Rubbers & Elastomers
RUBBERS & ELASTOMERS What benefit does Graphene add? • Easily dispersed • Increased tensile strength • Increased tear strength • Increased abrasion resistance • Increased fire-retardant properties TDI based polyurethane thermoset with <1% PureGRAPH® additive show improvements in tensile strength, el
Slide 13: Rubbers & Elastomers Applications
RUBBERS & ELASTOMERS Applications – Mineral Processing, Footwear, Sports and Leisure, Automotive Sales Sales App. Sales Client Client Validation Client PureGRAPH® enhanced Scuff Cap, Outsole, Met PureGRAPH® enhanced PureGRAPH® enhanced Guard, Toe Cap and rubber top coat conveyor recycled rubber tyre
Slide 14: Cement and Concrete
CEMENT AND CONCRETE What benefit does Graphene add? • After water, concrete is the most widely used material in the world. • The use of cement-based concrete contributes ca. 8% of global CO2 emissions1. • Stronger and lighter concrete structure. • +34% in compressive strength2 • +27% in tensile stre
Slide 15: Cement and Concrete Applications
CEMENT AND CONCRETE Applications – Structural, Water Treatment, Green Concrete, Prefabricated App. App. App. App. Validation Validation Validation Validation PureGRAPH® enhanced green concrete applications. PureGRAPH® enhanced Portland cement is being PureGRAPH® enhanced concrete for water substitut
Slide 16: Fire Retardancy
FIRE RETARDANCY FireStop™ Paint/Coating • Self-extinguishing, barrier to flammable volatiles. • Global patent. • Non-toxic vs existing Fire Retardancy solutions. • Under development in rubbers, plastics and composites, currently seeking partner to develop product line. FireStop™ timber coating UL94=
Slide 17: High Purity Graphite for Batteries – R&D Project
HIGH PURITY GRAPHITE FOR BATTERIES – R&D Project Renewable energy materials from oil feedstock • Patented process funded by the U.K. Government to covert petroleum feedstock (oil fraction) to high purity Graphite/Graphene suitable for Li-Ion Anodes. • Process creates Green Hydrogen by-product; with
Slide 18: Supercapacitors & Fuel Cells – R&D Project
SUPERCAPACITORS & FUEL CELLS – R&D Project Supercapacitor materials for higher power energy sources • Patented process to develop superior supercapacitor materials (metal oxide structures) to meet the evolving renewable energy demands i.e., electric vehicles and diversified power delivery/recovery.
Slide 19: Summary and Strategic Roadmap
Summary and Strategic Roadmap Energy Storage Program for multi-kg scale-up Concrete Trials at scale with customers Fire Retardants Prototype formulations in testing. • First Graphene continues to make excellent progress against our strategic roadmap. Glass Fibre Composites • Successful tonnage sales
Slide 20: Financials: Issued Capital and Share Price Chart
FINANCIALS: Issued Capital and Share Price Chart The lowest risk exposure to the graphene business Share price (5 March 2021) A$0.24 Issued shares – fully paid 535m Listed options (25c) August 2021 101m Unlisted options – (18c) – expiry 2.0m February 2022 Unlisted options (25c) – expiry 15.0m Novemb
Slide 21: Board of Directors
BOARD OF DIRECTORS Experienced leadership Warwick Grigor: Non-Executive Chairman • Respected and experience mining analyst • Graduate of the Australian National University, with degrees in law and economics • Former Chairman of Cannacord Genuity Australia Ltd Dr Andy Goodwin: Non-Executive Director
Slide 22: Senior Executives
SENIOR EXECUTIVES Experienced leadership Michael Bell: Chief Executive Officer • Business leader with 20 years’ experience in high growth businesses across a multitude of industries • Bachelor of Science - Physics, Management Science University of Canterbury Former Senior Vice President – ST Enginee
Slide 23: Forward Looking Statements & Disclaimer
Forward Looking Statements & Disclaimer • This presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its content
Slide 24: firstgraphene.net
Corporate Headquarters Global R&D & Marketing & Manufacturing Plant First Graphene (UK) Ltd First Graphene Ltd Graphene Engineering & Innovation 1 Sepia Close Centre Henderson The University of Manchester WA 6166 Sackville Street Australia Manchester M13 9PL, United Kingdom Phone: +61 1300 660 448 P