First Graphene Ltd · ASX:FGR
First Graphene — Investor Presentation (March 2021)
24 slides from First Graphene's investor presentation, March 2021
Slide 1: Delivering the Graphene Revolution
Delivering the Graphene Revolution Driving Industrial Scale Adoption of Graphene March 2021
Slide 2: Focusing on two main areas of business development
Focusing on two main areas of business development 1. Continued Commercialisation of PureGRAPH® Range of Graphene Products Having achieved the milestones of commercial production capacity of high quality graphene products, the overriding objective is to build the sales book through engagement with c
Slide 3: First Graphene: Delivering the Graphene Revolution
FIRST GRAPHENE Delivering the Graphene Revolution • World leading graphene manufacturer based in Perth, Western Australia. • High performing PureGRAPH® products creating value in composites, elastomers, fire retardancy and construction materials. • Robust 100 tonne/yr manufacturing facility - built
Slide 4: Financials: Issued Capital and Share Price Chart
FINANCIALS: Issued Capital and Share Price Chart The lowest risk exposure to the graphene business Share price (5 March 2021) A$0.24 Issued shares – fully paid 535m Listed options (25c) August 2021 101m Unlisted options – (18c) – expiry 2.0m February 2022 Unlisted options (25c) – expiry 15.0m Novemb
Slide 5: Experienced Board & Management: Board of Directors
Experienced Board & Management Board of Directors Warwick Grigor • Respected and experience mining analyst Non-Executive Chairman • Graduate of the Australian National University. Degrees in law and economic • Previously Chairman of Cannacord Genuity Australia Ltd Peter Youd • Chartered Accountant w
Slide 6: Experienced Board & Management: Board of Directors
Experienced Board & Management Board of Directors Dr Andy Goodwin • Ph.D. scientist with extensive leadership experience in innovation Non-Executive Director and new business growth with the speciality chemicals industry • Strong technical and financial skills – PhD scientist with business school tr
Slide 7: Experienced Board & Management: Senior Management
Experienced Board & Management Senior Management Michael Bell • Bachelor of Science - Physics, Management Science Chief Executive Officer University of Canterbury, New Zealand • Former Senior Vice President – ST Engineering Group Singapore Paul Ladislaus • Chartered Chemical Engineer with 20 years’
Slide 8: Commercialisation Steps – Existing Sales Agreements
Commercialisation Steps – Existing Sales Agreements Production Capacity Up to 10 tonnes • Manufacturing break even at 6,000kg per annum 3,000,000 (Based on costs for 10 tonnes per annum production) • Current customers contracted to 5,500 2,500,000 C2 C1 Production Costs kg per annum (To maintain exc
Slide 9: First Graphene - Core Capabilities
First Graphene - Core Capabilities Driving the Industrial Scale Adoption of Graphene Vein graphite RMs Electrochemical Industrial Finishing Quality Assurance Exfoliation • Captive – ensures • High Yield • Well established • 6-sigma approach reliability • Single Step • Controlled Quality • Industry l
Slide 10: Why PureGRAPH?
Why PureGRAPH®? Delivering the Graphene Revolution • PureGRAPH® is the highest performing graphene additive available at tonnage quantities. • The PureGRAPH® advantage is that it is easily dispersed, delivering multiple benefits. • PureGRAPH® powders contain pristine, high aspect ratio platelets wit
Slide 11: PureGRAPH Best Quality Products
PureGRAPH® Best Quality Products: Using ISO/TS 80004-13:2007 and BSI guidelines Raman 2D band analysis: Transmission Electron Microscopy (TEM): • 2D band provides PureGRAPH® 5 information on number of sp2 layers. • Analysis to NPL best • Published literature1 states practice guide3 which that absenc
Slide 12: PureGRAPH Applications
PureGRAPH® Applications Delivering the Graphene Revolution Elastomers Fibre Reinforced Composites Thermally Conductive Coatings Fire Retardant Coatings Concrete Composites Supercapacitors, anode material Enhanced fabrics Improved natural rubber performance
Slide 13: Elastomers: Safety Boots – Steel Blue
Elastomers Safety Boots – Steel Blue Components Improved using PureGRAPH® : • Scuff Cap • Outsole • Met Guard • Toe Cap • Midsole L-R: Ross Fitzgerald (Founder - Steel Blue), Neil Wright (Head of Product Innovation – Steel Blue, Lynley Papineau (Managing Director - Aquatic Leisure Technologies), Mar
Slide 14: Elastomers: Safety Boots – Steel Blue
Elastomers Safety Boots – Steel Blue PureGRAPH® 20 Agglomerates are well dispersed SEM High magnification - GEIC
Slide 15: Elastomers: Wear Liners
Elastomers Wear Liners – Mining & mineral handling industries Elastomers: • Easily dispersed • Increased strength • Supreme abrasion resistance • Improved fire retardancy1 PureGRAPH® enhanced ArmourGRAPH™ reclaimer bucket liners installed at Pilbara WA. Typical liner mass is 200kg. TDI based polyure
Slide 16: Composites
Composites Light-weighting and water resistance Composites: • Increased strength (> 30%) • Light-weighting (> 30%) • Increased water resistance • Improved fire retardancy • Simplified manufacture • Overall reduced cost Flexural stress/strength performance measured by ASTM D7264 three point bending.
Slide 17: Thermally Conductive Coatings
Thermally Conductive Coatings Thermal Diffusivity measured by Thermal Conductivity in Protective Laser Flash within the GEIC Coatings laboratories, University of Manchester. • Organic coatings enhance the longevity of Coated metal substrates were metal substrates but reduce the thermal analysed dire
Slide 18: Fire Retardancy
Fire Retardancy FireStop™ Paint/Coating Fire Retardancy: FireStop™ • Self-extinguishing • Barrier to flammable volatiles • Non-toxic vs existing FR solutions • Under development in rubbers, plastics and composites FireStop™ timber coating University of Adelaide research indicates formation of gas ba
Slide 19: Construction
Construction Stronger, lighter, greener concrete • After water, concrete is the most widely used material in the world. Improved longevity: • The use of cement-based concrete contributes ca. 8% of • Reduced water and ion permeability. global CO2 emissions1. • Leading to reduced microcracking, therma
Slide 20: Energy Storage
Energy Storage Supercapacitors – Disruptive New High Capacitance Materials • Metal Oxide decorated graphenes from Electrochemical processing • High electrical capacity, microporous graphene materials decorated with transition metal oxides, with capacitance up to 500 Farads/g. • Manufactured directly
Slide 21: Summary and Strategic Roadmap
Summary and Strategic Roadmap Energy Storage Program for multi-kg scale-up Concrete Trials at scale with customers Fire Retardants Prototype formulations in testing. • First Graphene continues to make excellent progress against our strategic roadmap. Glass Fibre Composites • Successful tonnage sales
Slide 22: The Investment Opportunity
The Investment Opportunity Having spent approximately $30m over five years to become the world leader of high quality, bulk graphene suitable for delivery into manufacturing industries, First Graphene is on the cusp of operating breakeven levels as it embarks upon what promises to be a very steep gr
Slide 23: Forward Looking Statements & Disclaimer
Forward Looking Statements & Disclaimer • This presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its content
Slide 24: firstgraphene.net
Corporate Headquarters Global R&D & Marketing & Manufacturing Plant First Graphene (UK) Ltd First Graphene Ltd Graphene Engineering & Innovation 1 Sepia Close Centre Henderson The University of Manchester WA 6166 Sackville Street Australia Manchester M13 9PL, United Kingdom Phone: +61 1300 660 448 P