International Graphite Limited · ASX:IG6
International Graphite — RIU Explorers Conference 2024
22 slides from International Graphite's conference presentation, Feb 14, 2024
Slide 1: RIU Explorers Presentation ASX announcement
14 February 2024 By eLodgement RIU Explorers Presentation For personal use only International Graphite Ltd (ASX IG6) is pleased to release a copy of the Investor Presentation to be provided by Managing Director Andrew Worland at the RIU Explorers Conference in Fremantle today, Wednesday 14 February
Slide 2: Australian Graphite: From Mine to Markets
For personal use only AUSTRALIAN GRAPHITE From Mine to Markets RIU Explorers Conference, Fremantle WA February 2024
Slide 3: Competent Persons Statement / General Disclosure and Cautionary Statements
COMPETENT PERSONS STATEMENT / JORC COMPLIANCE STATEMENT This announcement contains references to Mineral Resources Estimates and Exploration Results which have been extracted from previous ASX announcements as referenced. Particular attention is drawn to the ASX release dated 12 September 2023 title
Slide 4: For personal use only
The production targets stated in this presentation are based on International Graphite’s current expectations of future results or events and should not be relied upon by investors when making investment decisions. Further evaluation work and studies are required to establish sufficient confidence t
Slide 5: Forward Looking Statements
FORWARD LOOKING STATEMENTS Some of the statements contained in this document are forward looking statements. Forward looking statements include but are not limited to, statements concerning estimates of tonnages, expected costs, statements relating to the continued advancement of International Graph
Slide 6: World class assets being developed in Western Australia
World class assets being developed For personal use only in Western Australia Acknowledgement of Country International Graphite acknowledges the Traditional Custodians of Country throughout Australia, particularly the Whadjuk, WiIlman, and Wudjari Peoples of the Noongar Nation, and recognises their
Slide 7: Downstream Processing, Collie, Western Australia
For personal use only Downstream Processing Collie, Western Australia p6
Slide 8: Micronised graphite production at Collie
Micronised graphite production at Collie 200tpa plant commissioned For personal use only ▪ Producing sample product for customer acceptance and sales ▪ Sales agreements anticipated Q3 2024 ▪ Expansion to nominal ~4,000tpa, AUD$12.5M p7
Slide 9: Micronised graphite products from Collie
Micronised graphite products from Collie 24/7 operations Q3 2025 For personal use only ▪ Broad range of battery / energy storage and industrial uses eg thermal management, lubricants, engineered products, polymers and battery cathodes ▪ Australian and international customers ▪ Average market price U
Slide 10: Springdale – Collie Integrated Mine to Markets
For personal use only Springdale – Collie Integrated Mine to Markets p9
Slide 11: Springdale Graphite Project: Location and support infrastructure
Springdale Graphite Project Location and support infrastructure For personal use only p10
Slide 12: Springdale Graphite Project JORC 2012 Mineral Resource Estimate
Springdale Graphite Project JORC 2012 Mineral Resource Estimate For personal use only Springdale Graphite Project 2% cut-off September 2023 Tonnes Graphite Contained (Mt) (TGC%) Graphite (Mt) Indicated 11.5 7.5 0.9 Inferred 37.8 6.1 2.3 Total 49.3 6.5 3.2 Springdale Graphite Project 5% cut-off Septe
Slide 13: Springdale Graphite Project: Mining – 500Ktpa ore for processing
Springdale Graphite Project Mining – 500Ktpa ore for processing Open pit conventional day shift operations For personal use only p12
Slide 14: Springdale Graphite Project 500Ktpa concentrator
Springdale Graphite Project 500Ktpa concentrator For personal use only p13
Slide 15: Capturing full value of the graphite resource
Capturing full value of the graphite resource For personal use only p14
Slide 16: Downstream Processing & Flowsheet R&D
Downstream Processing & Flowsheet R&D Pilot plant installed at Collie For personal use only ▪ First pilot micronising and spheroidising equipment commissioned in 2022 ▪ Thermal purification ▪ Samples produced using imported concentrates to tailor output to market specifications ▪ Sizing and distribu
Slide 17: EV sales driving lithium-ion battery demand
EV sales driving lithium-ion battery demand Macro trajectory shows 13-fold increase by 2030 EVs to be 35% of all vehicle sales in ten years For personal use only 1 Reuters 11 January 2024 p16
Slide 18: Integrated Mine to Markets Scoping Study key findings
Integrated Mine to Markets Scoping Study Key findings – first 15 years of operations For personal use only Total Mineral Resource 500Ktpa concentrator 20Ktpa UPSG 18Ktpa CPSG 49.3Mt @ 6.5% TGC + + or 17Ktpa micronised 17Ktpa micronised 40-50Ktpa byproduct byproduct 28.0Mt @ 8.7% TGC concentrate 7.5M
Slide 19: Springdale – Collie Mine to Markets: Next steps in 2024
Springdale – Collie Mine to Markets Next steps in 2024 For personal use only Infill Mineral Resource drilling BAM testwork – Collie and overseas Hydro and geo-tech drilling Customer validation Permitting Flowsheet development Metallurgical testwork Establish process partnerships Cost estimation Cost
Slide 20: Corporate: Excellent value opportunity
Corporate Excellent value opportunity For personal use only Shares on issue 166.2M Cash at 31 December 2023 $2.0M and government commitments due Market Capitalisation $25.9M KMP Options (5 year term, 8.0M ex price $0.30 - $0.40 / share) Advisor Options (3 year term, 10.2M ex price $0.30 - $0.40 / sh
Slide 21: Highlights
Highlights For personal use only ▪ Producing micronised graphite in Collie ▪ Developing a world class mine at Springdale ▪ Downstream graphite processing in Collie ▪ Premium location in Western Australia ▪ Outstanding economics ▪ Long life operations ▪ Global growth markets p20
Slide 22: International Graphite Limited
For personal use only International Graphite Limited Andrew Worland, Managing Director & CEO +61 409 370 792 aworland@IG6.com.au p21
International Graphite — RIU Explorers Conference 2024 on 6ix