International Graphite Limited · ASX:IG6
International Graphite — Shareholder Meeting (November 2024)
19 slides from International Graphite's shareholder meeting presentation, Nov 20, 2024
Slide 1: 2024 Annual General Meeting Address and Presentation
20 November 2024 By eLodgement 2024 Annual General Meeting Address and Presentation For personal use only In compliance with listing rule 3.13.3, please find attached the: • 2024 AGM Address from the Chairman, Phillip Hearse; and • 2024 AGM Presentation from the Managing Director Andrew Worland. whi
Slide 2: Message from the Chairman
20 November 2024 Message from the Chairman Welcome shareholders to International Graphite’s 2024 AGM. Our company is building our business based on three pillars; For personal use only • establishment of our mine near Hopetoun; • growing an industrial graphite capability in Collie; and • development
Slide 3: Message from the Chairman (continued)
absolute supply is no longer the priority; rather, the securing of localised supply or supply from allied countries is at the forefront. International Graphite is well placed to take advantage of this situation. Our task over the next twelve months is to build and commission the next stage of our gr
Slide 4: 2024 AGM Presentation
For personal use only AGM Presentation 20 November 2024
Slide 5: Disclaimer
ABOUT THIS DOCUMENT: This document has been prepared by International Graphite Limited (the "Company” or “International Graphite”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the information contained herein is made by any party and nothing contained h
Slide 6: Vision and 2024 Highlights
Vision International Graphite (ASX:IG6 and H99:FRA) is developing a world class graphite mineral resource and For personal use only downstream processing facilities to produce active anode materials for lithium-ion batteries. 2024 HIGHLIGHTS Completion of the Springdale – Collie Integrated Mine to
Slide 7: Expansion of synthetic graphite has softened prices
Expansion of synthetic graphite has softened prices: January 2023 – October 2024 For personal use only USD 12,000 0.00% -5.00% USD 10,000 -10.00% USD 8,000 -15.00% USD 6,000 -20.00% -16.90% -25.00% -21.50% USD 4,000 -30.00% -29.50% USD 2,000 -35.00% USD 0 -40.00% -36.90% Synthetic High Energy>99.97%
Slide 8: Flake graphite demand set to sour as battery demand dominates
Flake graphite demand is set to sour as battery demand begins to dominate consumption and lead to a market deficit For personal use only p5
Slide 9: Which will require more western world supply
…which will require more western world supply For personal use only p6
Slide 10: Building a globally significant graphite company
Building a globally significant graphite company For personal use only p7
Slide 11: Springdale Graphite Project, Western Australia
Springdale Graphite Project Western Australia International Graphite’s 100% owned Springdale graphite resource is one of the biggest For personal use only in Australia and top 15 worldwide – named Australian resource discovery of the year in 2023 p8
Slide 12: Springdale Graphite Project a resource of global significance
Springdale Graphite Project a resource of global significance ideally suited for li-ion batteries For personal use only Scoping Study completed January 2024 Huge exploration potential Long life: Mineral Resource Estimate 49 MT @ 6.5% TGC (2% cut-off) 28 MT @ 8.7% TGC (5% cut-off) Low cos
Slide 13: Integrated Mine to Markets Scoping Study
Integrated Mine to Markets Scoping Study Key findings – first 15 years of operations, January 2024 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 co
Slide 14: Collie Graphite Processing Hub
Collie Graphite Processing Hub Western Australia International Graphite’s Collie R&D facility and qualification-scale process plant is one of the first in For personal use only Australia and is producing micronized and spheroidized products for customer acceptance testing p11
Slide 15: Strong support from Australian Federal and State governments
Strong support from Australian Federal and State governments Government grants total $13.2M with the Prime Minister and WA Premiers visiting our Collie site For personal use only p12
Slide 16: Development Timetable
Development Timetable For personal use only p13
Slide 17: An expert professional team
An expert professional team The International Graphite team has a strong technical focus with For personal use only decades of experience in graphite, mining, processing and business operations p14
Slide 18: Vision and 2025 Focus
Vision International Graphite (ASX:IG6 and H99:FRA) is developing a world class graphite mineral resource and For personal use only downstream processing facilities to produce active anode materials for lithium-ion batteries. 2025 FOCUS Construction of the Collie Micronising Facility Sales agree
Slide 19: International Graphite contact details
For personal use only INTERNATIONAL GRAPHITE Ltd ASX:IG6 and H99:FRA Phil Hearse CHAIRMAN +61 438 838 600 phearse@IG6.com.au Andrew Worland MANAGING DIRECTOR & CEO +61 409 370 792 aworland@ig6.com.au
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