First Graphene Ltd · ASX:FGR

First Graphene — First Graphite — 5th Graphite & Graphene Conference 2015

14 slides from First Graphene's conference presentation, Dec 9, 2015

  1. Slide 1: First Graphite Ltd - 5th Graphite & Graphene Conference

    First Graphite Ltd 5th Graphite & Graphene Conference 8-9 December 2015, Waldorf Hilton, London December 2015 Craig McGuckin Managing Director

  2. Slide 2: Sri Lankan Vein Graphite

    Sri Lankan Vein Graphite  Sri Lankan graphite price performance;  Target markets for high purity graphite producers;  Why Sri Lankan prices have remained steady while low demand and price reductions afflict flakers; and  A brief summary of new Sri Lankan graphite projects 2

  3. Slide 3: Sri Lankan Vein Graphite - ~25kg

    Sri Lankan Vein Graphite - ~25kg 3

  4. Slide 4: Sri Lankan Vein Graphite - ~25kg

    Sri Lankan Vein Graphite - ~25kg Country Manager Phil Welten holding 20-25kg of vein graphite 4

  5. Slide 5: Sri Lankan Vein Graphite

    Sri Lankan Vein Graphite By contrast 20 - 25kg of flake graphite at 10% TGC would be surrounded by 200kg of host rock 5

  6. Slide 6: Sri Lankan Graphite Price Performance

    Sri Lankan Graphite Price Performance  USGS data shows Sri Lankan graphite has maintained premium over flake over the last six years Source: USGS Minerals Yearbook - Graphite  During the same period graphite production increased by 49%  Sri Lanka’s portion has never exceeded 0.50%  Suggest speci

  7. Slide 7: High Purity Graphite Target Markets

    High Purity Graphite Target Markets  SHOULD be high end electronic and renewable energy products  However it has continued to be the traditional markets which have existed for many years  Our shared vision with the Sri Lankan government is to value-add to the high-purity graphite for products suc

  8. Slide 8: Why Sri Lankan prices remain steady while flaker prices fall

    Sri Lankan prices remain steady - low demand and price reductions afflict flakers?  Annual global production increased by ~50% between 2009 and 2014 from 746k to 1.1mtpa  Yet Sri Lankan production only increased by 1,600tpa over the same period  Adding 1,600 to a market increase of 364k tonnes no

  9. Slide 9: New Sri Lankan graphite projects

    New Sri Lankan graphite projects  Peak Sri Lankan production was 33,411 tonnes in 1916  Current production <20% of that level  Some new operators claiming production of up to 12,00tpa from a single operation  History and geology are against such claims  They are fanciful and misleading  Sakura

  10. Slide 10: First Graphite Limited

    First Graphite Limited  Highest quality natural graphite in the world  Produces high quality graphene, comparable with the quality of graphene prepared by synthetic routes  High quality management, employees and training 10

  11. Slide 11: First Graphite Limited - 26,600 ha held

    First Graphite Limited  Hold 26,600 ha in highly prospective graphite provinces 11

  12. Slide 12: First Graphite Limited - infrastructure and exploration progress

    First Graphite Limited  Complete infrastructure at Pandeniya for first production in early 2016  Acquired own diamond core rig to accelerate exploration  Commenced construction of a further two sets of mining infrastructure at Aluketiya – also set for first production in early 2016  Advanced pro

  13. Slide 13: Summary

    Summary  Future for the Sri Lankan vein graphite industry is exciting  Production of a unique, high grade, high value product which will be able to be used in new disruptive technologies  Unique quality of the raw material and its exceptional properties will see it continue to command a premium p

  14. Slide 14: First Graphite Ltd - 5th Graphite & Graphene Conference

    First Graphite Ltd 5th Graphite & Graphene Conference 8-9 December 2015, Waldorf Hilton, London December 2015 Craig McGuckin Managing Director

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