Slide 1: Corporate Presentation
E NGI N EE RIN G C LE AN EN ERG Y 19 OCTOBER 2022 ASX: EGR For personal use only Corporate Presentation EcoGraf Limited (EcoGraf or the Company) (ASX: EGR; FSE: FMK; OTCQX: ECGFF) is pleased to provide a copy of the corporate presentation prepared for customer meetings in Europe and the Batteries Ev
Slide 2: Developing a Vertically Integrated HFfree Battery Anode Material Business
For personal use only Developing a Vertically Integrated HFfree Battery Anode Material Business. Conference Presentation ASX: EGR FSE: FMK OTCQX: ECGFF
Slide 3: Disclaimer
Disclaimer MEDIA ENQUIRIES AND For personal use only Securities Disclaimer Competent persons This presentation is for informational purposes only and does not constitute an offer to Any information in this document that relates to Exploration Results, Mineral Resources INVESTOR RELATIONS sell, or so
Slide 4: Our business
Our business For personal use only Vertically EXTRACT UPGRADE RECYCLE Integrated Battery Anode Material TanzGraphite EcoGraf HFfreeTM Anode Recycling Natural Graphite Battery Anode Material Business High quality, long life Epanko High performance, low CO2 EcoGraf™ purification Supporting the and Mer
Slide 5: Corporate snapshot
Corporate snapshot For personal use only Market capitalisation Cash balance2 Major shareholders3 A$155M A$46.7M 7% 6% 5% Shares on issue1 Debt2 81% 450m A$0M First Sentier Investor Share price4 Board and management A$0.345/share Paradice Investment Management Other ASX: EGR Börse Frankfurt: FMK USA
Slide 6: Our board and management team
Our board and management team For personal use only Robert Pett Andrew Spinks John Conidi Dale Harris Howard Rae Non-Executive Chair Managing Director Non-Executive Director Chief Operating Officer Chief Financial Officer Robert is a mineral economist with Andrew is a geologist with over 25 John is
Slide 7: High growth lithium-ion battery market
High growth lithium-ion battery market For personal use only Graphite is the major raw material ANODE DEMAND2 Graphite is for the transition to clean energy1 3.6M 3.0M the key raw 53.8% GRAPHITE 2.4M material to TONNES 1.8M 1.2M decarbonise +30% PA 0.6M 0 the economy 2020 2025 2030 EV SALES EV DEMAN
Slide 8: Lithium-ion battery chemistry
Lithium-ion battery chemistry For personal use only NMC 111 NMC 622 NMC 811 NCA LFP Lithium-ion battery to drive strong demand for graphite Metal Composition % Mass 1.1kg required per kWh 50kg – 55kg Natural flake graphite Graphite Graphite Graphite Graphite Graphite is required per EV 27kg of 99.95
Slide 9: Structural shortage looming: Demand and Supply
Structural shortage looming: Demand and Supply EV adoption rates are forecast to increase demand for lithium-ion batteries with BMI For personal use only forecasting the market to grow at a CAGR of 23.9% over the next 10 years. Graphite: one New markets for EV driving forecast demand above existing
Slide 10: Localised production supplied by East African logistics hub
Localised production supplied by East African logistics hub GRAPHITE For personal use only DEMAND DEMAND REQUIRED - GWh 1,450 1,040 GWh KTPA 900 520 3,120 270 400 30 70 HFfreeTM 2021 2025 2030 2035 Battery Anode 2021 2025 2030 2035 811 Material Facility HFfreeTM Battery Anode HFfreeTM Material Facil
Slide 11: Unique and environmentally attractive processing technology
Unique and environmentally attractive processing technology For personal use only Proprietary purification process provides Multi-stage chemical purification, washing and cost competitiveness to existing materials filtration process 1 Eco-friendly + cost effective - No toxic hydrofluoric (HF) acid 2
Slide 12: High performance, low emission battery anode material
High performance, low emission battery anode material For personal use only Superior Energy Storage Lowest CO2 footprint 364 362 Specific capacity (mAh/g) 23.1 Kg CO2 eq. per kg CSPG 360 Synthetic Graphite Anode Material 358 356 Standard Natural 14.3 Kg CO2 eq. per kg CSPG Graphite Anode Material 35
Slide 13: EU Commission's battery ESG regulations
EU Commission’s battery ESG regulations EcoGraf’s sector leading ESG credentials are aligned to the new energy lending For personal use only policies that support projects relating to the supply of critical raw materials POLICY ECOGRAF’S ESG a EcoGraf™ HFfree proprietary purification process Respons
Slide 14: Epanko Natural Flake Graphite Project
Epanko Natural Flake Graphite Project For personal use only Two advanced, high quality, long life Tanzanian natural graphite EXTRACT projects provides supply diversity and scale-up optionality Exceptional geology provides superior performance TanzGraphite Natural EPANKO Graphite Projects • Developme
Slide 15: Epanko's significant contribution to Tanzania
Epanko’s significant contribution to Tanzania For personal use only Economy growth Transformational US$3B+ financial and social Direct contribution to the economy over 40+ years Community benefits upliftment for the through local procurement of goods and services, Mahenge region employment, royaltie
Slide 16: Epanko natural graphite project
Epanko natural graphite project Established Regional Infrastructure Export Infrastructure at Dar Es Salaam For personal use only Epanko flexible process flowsheet design • Process flowsheet based on established industry techniques and equipment • Independent testwork conducted to support BFS, includ
Slide 17: TanzGraphite Natural Graphite Projects
TanzGraphite Natural Graphite Projects For personal use only Epanko Resource JORC Tonnage Grade Contained graphite supports future classification (Mt) (%TGC) (Mt) expansion to meet Merelani-Arusha Mineral Resource estimate >5% TGC1 growing battery Total 17.7 6.5 1.2 demand with high Ore Reserve of 1
Slide 18: Downstream battery anode materials
Downstream battery anode materials The new state-of-the-art For personal use only UPGRADE processing facilities will GLOBAL EXPANSION DRIVEN BY EV DEMAND manufacture HFfree AND NEW LEGISLATION BAM for the global lithium-ion battery Increased requirement for new supply of battery markets HFfreeTM Bat
Slide 19: Our development history
Our development history For personal use only PRODUCT TESTING APR Feasibility and engineering MAR Major Project Status AND ENDORSEMENT studies completed on Asian Approved by Australian COMMENCES EcoGraf™ facility Government SEP EcoGraf™ process JUN Engineering study AUG EcoGraf to Evaluate developed
Slide 20: Global developments to capture regionalised demand
Global developments to capture regionalised demand For personal use only Anode manufacturing to be co-located regional hubs in high growth battery markets EV customers seeking to 1 regionalise supply chains Battery anode plant design 2 scalable > 25ktpa and replicated Strong government support and 3
Slide 21: Full cycle active anode recovery
Full cycle active anode recovery For personal use only RECYCLE MARKET OVERVIEW Battery anode materials are currently not recovered EcoGraf Anode Anode material which is a waste product generated from each Material Recycling PRODUCTION stage of battery anode SCRAP manufacturing, cell manufacturing KE
Slide 22: Next steps - pilot plant to provide larger product sample
Next steps - pilot plant to provide larger product sample For personal use only KEY FEATURES OF MODULAR CONTAINERISED PLANT: RECYCLING ANODE MATERIAL • Capacity of 50-100kg/hr CLOSED LOOP • State-of-the-art-facility utilising EcoGraf™ HFfree purification RECYCLING process with design providing locat
Slide 23: Recycled battery anode material performance & recognition
Recycled battery anode material performance & recognition For personal use only HELMHOLTZ - INSTITUTE : EIT award winning German research program confirms RecoBAMTM matches the electrochemical performance of newly manufactured commercial battery graphite. Blending (2:1) significantly Global Warming
Slide 24: EcoGraf Product Development
EcoGraf Product Development For personal use only BATTERY ANODE MATERIAL PRODUCTS Main Product Secondary Product Product Development of By-Product Fines Blended Recycling ELECTRIC VEHICLES, HYBRID CARS/ POWER TOOLS CAST & GREY CAST STEEL AA, AAA, Li-ION CEM LUBRICANTS, THERMAL & 3C APPLICATION FOUND
Slide 25: Investment Highlights
Investment Highlights For personal use only Integrated value chain Near term Environmentally project catalysts attractive processing Global footprint to High growth Progressive development capture regional benefits battery market and innovation 24
Slide 26: EcoGraf value proposition
EcoGraf value proposition For personal use only Demonstrated superior performance of Tanzanian natural graphite through mechanical shaping, purification and electrochemical testing PRODUCT QUALITY Independent electrochemical testing by major anode producer confirms Epanko graphite outperforms existi
Slide 27: The future is electric
For personal use only The future is electric ASX: EGR FSE: FMK OTCQX: ECGFF JOIN OUR MAILING LIST www.ecograf.com.au