Ecograf Ltd. · ASX:EGR
Ecograf — 6th Tanzanian Mining and Investment Conference 2024
27 slides from Ecograf's conference presentation, Nov 21, 2024
Slide 1: 6th Tanzanian Mining and Investment Conference
6th Tanzanian Mining and Investment Conference Julius Nyerere ICC Dar Es Salaam, Tanzania 19-21st November 2024
Slide 2: Disclaimer
Disclaimer Securities Disclaimer Competent persons This document is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Such offer can be made only through proper subscription documentation and The information in this report that relates
Slide 3: Our business
Our business Building a vertically integrated battery anode materials business to produce high purity graphite products for the lithium-ion battery and advanced manufacturing markets MIDSTREAM Mechanical Shaping Facility Micronising and Spheronising of flake graphite to produce Spherical Graphite UP
Slide 4: Geopolitical drivers for new anode material supply
Geopolitical drivers for new anode material supply GLOBAL MONTHLY EV SALES (‘000 UNITS)1 GLOBAL LEGISLATION 1,800 Q2 2024 EV Sales IRA, MS, DoE, DoD have pushed development and funding into localised resources in North 1,600 +24% America with tax credits supporting new supply 1,400 Q2 2023 EV Sales
Slide 5: EcoGraf's vertically integrated BAM strategy
EcoGraf’s vertically integrated BAM strategy UPSTREAM MIDSTREAM DOWNSTREAM RECYCLING 97-99% C % Carbon 96-98% C >99.99% C Mechanical Grade/ Mine and Mineral HFfree Purification Anode Recycling Shaping Process Processing Technology Stage 1 Natural Flake Graphite Spherical Graphite (SPG) Purified SPG
Slide 6: Government recognition
Government recognition • EcoGraf included in US • EcoGraf invited to round • Major Project Status White House briefing room table discussion with • Australian Minister for statement. German President, Frank- Resources, Hon Walter Steinmeier and • Epanko included in Joint Madeleine King visits Presid
Slide 7: Epanko Graphite Development
Epanko Graphite Development UPSTREAM Epanko • KfW IPEX-Bank Mandated for UFK Loan of up to US$105m for Development of Epanko Mine and Mineral • Bank appointed SRK Independent Engineers’ review Processing Facility to underway Produce Natural Flake • Compliance with Equator Principles 4 and IFC Graphi
Slide 8: Ore Reserve update
UPSTREAM Ore Reserve update Largest development ready graphite project in Africa Industry-leading 82% of total Ore Reserves classified as Proven, delivering increased confidence on metallurgical factors such as process recoveries, flake size distribution and concentrate grades 8 Refer to ASX announc
Slide 9: Epanko project advantages
UPSTREAM Epanko project advantages Key characterizes to drive lowest cost feedstock for lithium-ion battery market TRANSPORT DISTANCE 450km TO PORT EPANKO MINE 75km TO RAIL MINERAL RESOURCE ESTIMATE ORE RESERVE ORE RESERVE GRADE AVERAGE THICKNESS 300 250 200 150 100 290 MILLION 21 MILLION 82 % 8.8 %
Slide 10: Epanko mine layout and overview
UPSTREAM Epanko mine layout and overview • High % of Proven Ore Reserve providing the highest level of confidence for Mineral Resource development • New mine design delivers low-cost Oxide Ore first strategy over 1.3 km strike length • Pending Special Mining License (SML) will cover the full 5.5 km
Slide 11: Epanko processing plant flythrough
Epanko processing plant flythrough UPSTREAM A building with a roof and a building with a roof Description automatically generated with medium confidence A green circle with a white arrow in it Description automatically generated View flyover video: https://tinyurl.com/mvu8ta3z 11
Slide 12: Epanko processing plant layout
Epanko processing plant layout UPSTREAM PROCESSING PLANT 12
Slide 13: Improved flowsheet design and TSF expansion capacity
UPSTREAM Improved flowsheet design and TSF expansion capacity SINGLE STREAM • Process flowsheet based on rigorous testing and independent review of single stream • Flowsheet design to produce graphite products for industrial and high growth lithium-ion battery markets • Knight Piésold completed asse
Slide 14: Our Tanzanian team delivering results
UPSTREAM Our Tanzanian team delivering results 14
Slide 15: New TZ infrastructure supporting Epanko
New TZ infrastructure supporting Epanko UPSTREAM Ifakara Substation Funded through the European Union to support new business in the region. Julius Nyerere Hydropower Station Great Ruaha Bridge Providing low-cost, renewable power Electric Train Improving the with recent transportation announcement n
Slide 16: ESG contribution to Tanzania
UPSTREAM ESG contribution to Tanzania Economic growth Economic growth Direct contribution to the economy through procurement of goods and services, employment, Positive Impact royalties, taxes and Transformational dividends. inter-generational financial and social Multiplier effect Employment uplift
Slide 17: Ore quality comparison
UPSTREAM Ore quality comparison Heilongjiang Epanko Comment (CHN) (TZ) Concentrate grade (%C) of Epanko high grade concentrates require less 90%-94% 95%-98% -100mesh impurities to be removed Chinese graphite intercalated with the mineral Silica Content 30-40% 10-20% muscovite with high silica conten
Slide 18: Mechanical Shaping Facility
Mechanical Shaping Facility MIDSTREAM Further investment and supports the Tanzanian Government ‘Vision 30’ Mineral Value Addition Strategy Mechanical shaping of • Four locations identified as the preferred location along natural flake graphite to transport corridor for 20,000tpa facility produce Sph
Slide 19: Beyond mineral value addition
MIDSTREAM Beyond mineral value addition The Company is seeking to pursue research on ‘developing new local Tanzanian industries’ from the graphite fines generated from produced midstream mechanical shaping facility PROPOSED LOCAL TANZANIAN INDUSTRIES • Positive discussion with European Union (EU) Ta
Slide 20: Mechanical shaping facility overview
MIDSTREAM Mechanical shaping facility overview • Development to leverage off previously completed permitting, plant design, GRADE: layout and equipment lists EPANKO UNPURIFIED SPG16 • Extensive programs providing product samples ✓ Purchased batch scale piloting equipment in Germany ✓ Piloting campai
Slide 21: Spherical processing equipment design
MIDSTREAM Spherical processing equipment design The main equipment used in the mechanical shaping facility for milling and shaping General Arrangement of General Arrangement of Milling Shaping (Micronisation) (Spheroidisation) 21
Slide 22: Spherical processing purpose
Spherical processing purpose MIDSTREAM Mechanical shaping equipment provides a range of customised particle size distribution (PSD) for customers. Extensive piloting confirming Epanko graphite can meet all PSD customer requirements 22
Slide 23: Piloting results for 20,000tpa
Piloting results for 20,000tpa MIDSTREAM Diagram (Sankey) showing product flow to underpin development plans for the VALUE engineering layout for mechanical shaping facility ADDITION PRODUCT MAIN STREAM PRODUCT 10,939 t 54.7% SPG16 =54.7% SHAPING 16,400 t FLAKE FEED 20,000 t MILLING 82% -195 NEW LOC
Slide 24: Engineering layout for 20,000tpa facility
Engineering layout for 20,000tpa facility MIDSTREAM MICRONISING AND SPHERONISING PLANT LAYOUT 24
Slide 25: High performance graphite with low CO2
MIDSTREAM High performance graphite with low CO2 Epanko graphite and spherical graphite provides improved battery performance and significantly lower emissions SUPERIOR BATTERY PERFORMANCE LOW CO2 FOOTPRINT 364 362 Specific capacity (mAh/g) Synthetic Graphite 23.1 Kg CO2 eq. per kg CSPG 360 Anode Ma
Slide 26: Compelling product value to customers
Compelling product value to customers KEY ADVANTAGES Vertically Integrated US EU DEMAND DEMAND Cost Competitive ASIA DEMAND Mechanical Shaping Plant ESG Position Product Epanko and Qualification Merelani-Arusha Facility Graphite Projects Expansion Potential UPSTREAM MIDSTREAM DOWNSTREAM 26
Slide 27: Engineering clean energy with Tanzanian graphite.
Engineering clean energy with Tanzanian graphite. Tanzania Address: Plot 240, House 6, Ghuba Road Oysterbay Dar es Salaam, Tanzania Perth Address: 18 Richardson Street, West Perth WA 6005 info@ecograf.com.au www.ecograf.com.au ASX: EGR FSE: FMK EcoGraf Limited @EcoGraf EcoGraf Limited Join Our Maili
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