Volt Resources Ltd · ASX:VRC
Volt Resources — Spark Plus Metals and Mining Day (September 2021)
30 slides from Volt Resources's conference presentation, Sep 30, 2021
Slide 1: Spark Plus Metals and Mining Day
Spark Plus Metals and Mining Day Presentation 30 September 2021
Slide 2: Important Notices
IMPORTANT NOTICES 2 The information contained in this document (“Presentation”) has been prepared by Volt Resources Limited (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained herein has been prepared in
Slide 3: Sustainable exploration, development and mining of graphite, gold and other minerals
"Sustainable exploration, development and mining of graphite, gold and other minerals" VOLT RESOURCES
Slide 4: Volt Resources
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Slide 5: Corporate Overview
CORPORATE OVERVIEW 5 5 Capital Structure Board Share Price as at 28 Sept 2021 - A$0.033 Trevor Matthews - Managing Director Share Price Low (over 1yr) - A$0.008 Asimwe Kabunga - Non-Executive Chairman Share Price High (over 1yr) - A$0.045 Jack Fazio - Non-Executive Director Shares on Issue - 2.65b S
Slide 6: The Value Proposition
THE VALUE PROPOSITION 6 Positioning Volt to be a globally significant and diversified graphite producer. Plans for BAM processing facilities to supply the LIB industry Europe and the United States with graphite supply from existing production from Zavalievsky Graphite (ZG) in Ukraine combined wi
Slide 7: Value Growth Through Acquisition and Development
VALUE GROWTH THROUGH ACQUISITION AND DEVELOPMENT 7 Zavalievsky Graphite (ZG) Bunyu Graphite Project - Tanzania Gold Projects - Guinea Business (70%) - Ukraine One of the largest JORC graphite resources in Exploration and Auger Drilling Program in final Operated for 87 years and long mine life.
Slide 8: Graphite Market
GRAPHITE MARKET
Slide 9: Volt's Graphite Markets
VOLT’S GRAPHITE MARKETS 9 SPHERICAL GRAPHITE For lithium-ion battery applications EV’s, ESS, mobile applications and renewable power EXPANDABLE GRAPHITE Flame retardants, insulation, graphite foil/gaskets, foundry, conductive additive, graphene REFRACTORY / METALLURGY PRODUCTS Refractory furnace lin
Slide 10: EV Market Driving Lithium-ion Battery Growth in Europe
EV MARKET DRIVING LITHIUM-ION BATTERY GROWTH IN EUROPE 10 Europe became the new leader in EV growth in 2020 Li-ion battery capacity set to triple in 2020-2025 EV Sales as % of Total Light Vehicle Sales EV Unit Sales and Growth Europe had 137% more electric vehicles registered in 2020 compared to 201
Slide 11: EV Penetration - Battery Raw Material Demand to 2030
EV PENETRATION - BATTERY RAW MATERIAL DEMAND TO 2030 11 Global natural graphite demand to grow x 7 to approximately 5.9Mt by 2030 (Assuming 45% synthetic graphite into the anode and "conservative view" of silicon use) - UBS Bank (Mar 2021) • EV adoption rate is increased from 17% to 20% by 2025 and
Slide 12: Battery Anode Materials: 70% Acquisition in ZV Group, Ukraine
12 Battery Anode Materials 70% ACQUISITION IN ZV GROUP, Integrated UKRAINE Supply Chain from Mine to Battery Manufacturer (Including Zavalivskiy Graphite Mine and Plant)
Slide 13: Integrated Supply Chain for Battery Anode Material
INTEGRATED SUPPLY CHAIN FOR BATTERY ANODE MATERIAL 13
Slide 14: Integrated Graphite Supply Chain
14 INTEGRATED GRAPHITE SUPPLY CHAIN 14 Mitigate supply ESG managed disruption Control throughout the transport and supply chain logistics cost SOLUTION Integrated supply chain using graphite manufactured from Proof of Origin our own mining operations Lower carbon emissions Consistent quality control
Slide 15: Planned Li-ion Battery Plants in Europe
1 PLANNED LI-ION BATTERY PLANTS IN EUROPE 5 15
Slide 16: Facilitation Through the EBA and ERMA
16 FACILITATION THROUGH THE EBA AND ERMA 16 Volt is a member of the two key alliances sponsored by the EU to facilitate the development of the European battery value chain. European Battery Alliance (EBA) • The EBA was launched in October 2017 and includes the EBA250 network comprising organisations
Slide 17: EU/Ukraine Critical Raw Materials and Batteries MoU
17 EU/UKRAINE CRITICAL RAW MATERIALS AND BATTERIES MoU 17 EU/UKRAINE CRITICAL RAW MATERIALS AND BATTERIES STRATEGIC PARTNERSHIP • On 13 July 2021 the EU and Ukraine government signed an MoU to launch a strategic partnership to strengthen and secure the supply of critical raw materials and the batter
Slide 18: Innovative Battery Anode Material Flowsheet
1 INNOVATIVE BATTERY ANODE MATERIAL FLOWSHEET 8 18 Conventional Processing Sequence Micronisation Spheronisation Purification Coating • Step by step process - flakes move • Spheronisation involves rolling the • Purified from approximately 94%TGC •The final stage in producing BAM is through a cascadi
Slide 19: ZG Group Ukraine
19 ZG GROUP UKRAINE Natural Flake Graphite Producer Positioned to be Part of the European Battery Materials Supply Chain
Slide 20: Zavalievsky Graphite Group
2 ZAVALIEVSKY GRAPHITE GROUP 0 20 PROCEEDING WITH GRAPHITE SALES LONG LIFE EXISTING GRAPHITE PLAN FOR SPHERICAL 2017 – 2020 GRAPHITE BUSINESS PRODUCTS GRAPHITE (BAM) (in volume terms by PRODUCTION region) Zavalievsky is a long life Existing production of Zavalievsky has near • 14% domestic - Ukraine
Slide 21: Zavalievsky Graphite Mine and Plant Layout
ZAVALIEVSKY GRAPHITE MINE AND PLANT LAYOUT 21 Aerial view of mine, associated infrastructure and main processing plant
Slide 22: Zavalievsky Graphite Group Overview
ZAVALIEVSKY GRAPHITE GROUP OVERVIEW 22 • Permits for subsoil use (mining licence equivalent) valid until November 2035. • Open pit mining using conventional drill, blast, load and haul operations. Low strip ratio of 2:1. • Excellent transport infrastructure covering road, rail, river and sea freight
Slide 23: Zavalievsky Graphite Ore Processing
2 ZAVALIEVSKY GRAPHITE ORE PROCESSING 3 23 General view of main processing facilities Processing of ore includes the following stages: 1. Blending of ore feed at the ROM stockpile. 7. Hydro cyclones for separating the pulp into fractions. 2. Crushing of ore with a jaw, hammer and cone 8. Dewatering
Slide 24: Bunyu Graphite Tanzania
24 Bunyu Graphite Tanzania Flake graphite for the green energy sector
Slide 25: Bunyu Graphite Project Overview
25 BUNYU GRAPHITE PROJECT OVERVIEW 25 • The largest JORC resource in Tanzania with 461Mt @ 4.9% TGC and a Proven Reserve of 127 Mt @ 4.4% TGC. Huge upside potential with exploration less than 6% of the project area. • Two stage development strategy with Stage 1 significantly de-risking the Stage 2 e
Slide 26: Bunyu Plant, Mine and Infrastructure
26 BUNYU PLANT, MINE AND INFRASTRUCTURE 26 • The Bunyu project is located in the highly endowed East African graphite belt with sealed roads from the project site to the deep water Mtwara Port, approximately 140kms, with available storage and secure passage. • Stage 1 power will come from diesel gen
Slide 27: Bunyu Graphite – Unlocking Stage 2 Upside
27 BUNYU GRAPHITE – UNLOCKING STAGE 2 UPSIDE 27 BUNYU GRAPHITE – UNLOCKING STAGE 2 UPSIDE • Definitive Feasibility Study for Stage 2 expansion to be undertaken once finance has been approved for Stage 1. • At least 22 year project life with potential multi-decade project based on current JORC minera
Slide 28: Bunyu Graphite Testwork
2 BUNYU GRAPHITE TESTWORK 8 28 Bunyu Graphite Testwork¹ • Extremely thick particles – a unique feature that will facilitate easier intercalation and deintercalation of lithium ions that could lead to longer LIB cycle life. • Bunyu flakes are unique in their impurity topography, allowing for easier r
Slide 29: Why Invest in Volt Resources
WHY INVEST IN VOLT RESOURCES 29 With two world class graphite resources incorporated in a strategically located operating mine and processing plant in Ukraine along with a development ready project in Tanzania, Volt is well positioned to become a globally significant graphite producer. Volt plan
Slide 30: Volt Resources Limited
Volt Resources Limited Level 25, 108 St Georges Terrace Perth, WA, 6000 Ph. +61 (0)8 9486 7788 info@voltresources.com www.voltresources.com ASX Code: VRC
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