Chemx Materials Limited · ASX:CMX
Chemx Materials — Investor Presentation (May 2022)
24 slides from Chemx Materials's investor presentation, May 2022
Slide 1: ChemX Materials
CHEM MATERIALS ~~
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements This document has been prepared by ChemX Materials Limited (ChemX Materials). This document is not an offer, invitation, solicitation, advice or recommendation with respect to the subscription for, purchase or sale of, any security, and neither this document
Slide 3: Applying Commercialising Technology and Innovation to Drive Sustained Shareholder Value
Applying Commercialising Technology and Innovation to Drive Sustained Shareholder Value Critical materials for electrification and carbon reduction High Purity Alumina (HPA) and Manganese for battery technologies Our Foundation Assets HiPurATM High Purity Alumina Innovative, in-house production tech
Slide 4: Video
Slide 5: Ten families of climate technologies can play important parts in mitigating carbon emissions
“Ten families of climate technologies can play important parts in mitigating carbon emissions.” Batteries and Building Industrial-process Renewables Circular Economy Energy Storage Technologies Innovation Hydrogen Agriculture Sustainable Fuels Nature-based Carbon Removal, and Food Markets we are alr
Slide 6: Developing projects with ESG principles in mind from the beginning
We have the opportunity to develop out projects with ESG principles in mind from the beginning while balancing our needs with those of our stakeholders to drive positive lasting impact. Economic Environment Committed to responsible Committed to accelerating economic development decarbonization with
Slide 7: Following a successful $8m IPO and listing in January 2022, significant progress
Following a successful $8m IPO and listing in January 2022, significant progress on ChemX’s foundation project • HiPurATM • PFS underway by Primero • Micro Plant delivered to location in Perth, set-up and commissioning underway • Eyre Peninsula • Maiden drill program completed on Jamieson Tank Manga
Slide 8: High Purity Alumina market valued at US$1.8 billion
The High Purity Alumina (HPA) market is valued at US$1.8 billion* and forecast to grow at 18%** p.a. over the next seven years, driven by demand for lithium-ion batteries, semiconductors and use in new technologies. A Key Safety Component of Positive Terminal Lithium-ion Batteries Separator • Coated
Slide 9: The HiPurA Advantage - Revolutionising HPA processing
The HiPurATM Advantage - Revolutionising HPA processing Scalable Inherently scalable with capacity to rapidly expand as demand grows Lower Cost Initial test work suggests low capital and operating costs Independent of Mine Production Feedstock is a widely available chemical The micro-plant has been
Slide 10: Development Path for HiPurA HPA Process
TM DEVELOPMENT PATH FOR HiPurA HPA PROCESS Primero Microplant appointed for Micro Plant Produce 99.99% delivered Pilot Plant Commissioning Al2O3 Prefeasibility Prefeasibility Study Pilot Plant completion Construction HPA Marketing to Product testing and MOU’s and Li Battery and qualification process
Slide 11: Eyre Peninsula projects: Manganese, Kaolin, Rare earths
• 100% owned EL6634 and EL5920 covering a total of 718 km2 on freehold title • Excellent access to modern infrastructure Jamieson Tank Manganese • Maiden drill program completed March 2022 • Test work program underway to develop a lithium battery cathode grade manganese sulphate Kimba Kaolin – Hallo
Slide 12: Aggressive exploration program commenced
Aggressive exploration program commenced
Slide 13: Jamieson Tank Manganese deposit
• Exploration results from 208 historic drill holes show the manganese deposit extends over a strike length of 6.6km to a depth of 100m. • Metallurgical test work by previous tenement holder has produced a 92% manganese dioxide (EMD) material • Test work to define the process to produce cathode grad
Slide 14: Manganese is a critical part of the Lithium Ion Battery chemistry
Manganese is a critical part of the Lithium Ion Battery chemistry Manganese use in lithium cathode chemistry is becoming increasingly important • Lithium Nickel Cobalt Manganese (NCM) batteries are becoming the preferred chemistry for EV manufacturers • Trend to reduce cobalt use in lithium batterie
Slide 15: Manganese: maiden drilling campaign and next steps
Follow-up exploration Maiden drilling Assay results to based on assay campaign be received results Manganese Scoping Study Manganese Sulphate Produce cathode Define production test work grade material flowsheet
Slide 16: Kimba Kaolin - Halloysite maiden drilling program
• Maiden drilling program completed in Q1 2022 over three known mineralised areas and one new area • Analysis currently underway to identify quality of kaolin and applicable markets • Research into new markets for kaolin to replace high CO2 materials in industrial process currently underway • Identi
Slide 17: Kaolin has growing uses in decarbonising processes
Kaolin has growing uses in decarbonising processes as well as many traditional markets Kaolin markets • Kaolin is a USD4.17 Bil market, growing at around 5.1% pa*, meaning an additional 1 mtpa is needed every year • ChemX is developing a kaolin product for use in cement to reduce carbon emissions fr
Slide 18: Kaolin: maiden drilling campaign and next steps
Follow-up Maiden drilling Assay results to exploration based campaign be received on assay results Kaolin Scoping Study Identification of Testing for industrial Halloysite applicable high replacement identification value markets opportunities test work
Slide 19: Expected newsflow over the next 12 months
EXPECTED NEWSFLOW OVER THE NEXT 12 MONTHS TM T Start of HiPurA Micro Produce HiPurA M Pilot HiPurATM Pilot Plant 99.99% Plant Plant commissioning Al2O3 Prefeasibility Construction HiPurATM & Eyre Peninsula next step Follow-up Assays for Manganese, High Purity Manganese exploration Kaolin & REE Sulph
Slide 20: Board and management
Kristie Young | Non-Executive Chair David Leavy | Managing Director 20+ years’ experience across mining, engineering, project 25+ years’ experience in commodity markets. Past roles as evaluation, professional services (EY & PwC), executive search, senior executive in advanced mining companies across
Slide 21: Applying Commercialising Technology and Innovation to Drive Sustained Shareholder Value
Applying Commercialising Technology and Innovation to Drive Sustained Shareholder Value Massive investment in energy transition and Demand for new and Ability to operate along decarbonisation innovative materials the value chain technologies Commissioning HPA micro-plant Kaolin, Halloysite and REE M
Slide 22: For more information contact
For more information contact: David Leavy Stephen Strubel Managing Director Executive Director David@chemxmaterials.com.au Stephen@chemxmaterials.com.au
Slide 23: Share price and shareholders
Shareholders Daily Share Price Graph as at 27 April $0.320 12.8% 13.8% Institutional $0.300 16.1% Strategic $0.280 High Net Worth 29.7% $0.260 Retail $0.240 Board/Management 27.7% $0.220 $0.200 $0.180 ASX : CMX (as at 27 May 2022) $0.160 Ordinary Shares 90,771,744 $0.140 Options 4,000,000 18-Jan-22
Slide 24: McKinsey & Co - Voices in Infrastructure April 2022
$ billion McKinsey & Co – Voices in Infrastructure April 2022 800 755 For the industrial economy to meet net-zero emissions Sustainable by 2050, capital spending over the next three decades 700 materials CCS would need to increase from the US$5.7 trillion spent 595 600 annually today to US$9.2 trill