International Graphite Limited · ASX:IG6
International Graphite — Shareholder Meeting (November 2022)
25 slides from International Graphite's shareholder meeting presentation, Nov 30, 2022
Slide 1: Chairmans Letter to Shareholders and AGM Investor Presentation
ASX Announcement By eLodgement 30 November 2022 For personal use only Chairmans Letter to Shareholders and AGM Investor Presentation International Graphite Limited (ASX: IG6) is pleased to release a copy of the Chairmans Letter to Shareholders and a copy of the AGM Investor Presentation to be provid
Slide 2: Letter to Shareholders
30 November 2022 LETTER TO SHAREHOLDERS For personal use only Annual General Meeting Dear Fellow Shareholder, It is with pleasure I present the first Chairman’s AGM report for International Graphite since the Company’s successful listing on the ASX in April 2022. International Graphite has a clear v
Slide 3: Letter to Shareholders (continued)
energy-intensive industry. This fund is open to an application by International Graphite, in addition to the $2M grant from the Western Australian State Government that was awarded to the Company in September 2021. For personal use only The Springdale Graphite Project is expected to be a long life,
Slide 4: Letter to Shareholders (conclusion)
I am also very pleased that our Director Andrew Worland has agreed to take on the role of Managing Director/CEO from January 2023. The world’s rapidly expanding focus on decarbonisation, and the critical need to plan for an expected shortage of battery materials, For personal use only provides enorm
Slide 5: International Graphite
For personal use only International Graphite ASX:IG6, FRA: H99, WKN: A3DJY5 November 2022
Slide 6: Disclaimer
DISCLAIMER For personal use only Forward Looking Statements International Graphite Limited has prepared this presentation based on information available to it. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opi
Slide 7: Our Vision
Our Vision International Graphite For personal use only (ASX:IG6) aims to be Western Australia’s first fully integrated mine- to-market producer of graphite battery anode material. 3
Slide 8: Investment highlights
Investment highlights For personal use only ▪ Springdale Graphite Resource: Long life, shallow graphite deposit with high grade zone, ideal scale for graphite market ▪ Collie Downstream Processing Project: State of the art pilot graphite micronising and spheroidising pilot plants established -> comm
Slide 9: Corporate
Corporate For personal use only IG6 created by graphite metallurgists and process design specialists identifying the gap for sovereign supply to meet demand Phillip IG6 Matthew O’Kane Hearse David Shares on issue 165.2M Pass Andrew Worland Market capitalisation as at 18 November 2022 $50.0M Cash in
Slide 10: Our future is electric
Our future is electric For personal use only Graphite is a critical metal in the Li-ion battery ▪ Graphite is the anode in Li-ion batteries ▪ Largest commodity in Li-ion battery ▪ Up to 10 times more graphite than lithium per Li-ion battery 6
Slide 11: Rapid uptake of electric vehicles
Rapid uptake of electric vehicles For personal use only EVs make up 35% of all vehicle sales 13x increase expected within ten years Annual EV Sales (millions) (LHS) Global EV Stock (millions) (RHS) BEV+PHEV's % of total vehicle sales 60.0 250.0 40.0% 35.0% 50.0 200.0 30.0% 40.0 150.0 25.0% 30.0 20.0
Slide 12: Graphite in short supply
Graphite in short supply For personal use only Supply needs to increase 3-6 times in 10 years to meet decarbonisation goals – underpinned by high ESG standards 8
Slide 13: The Collie advantage
The Collie advantage For personal use only Emerging battery and renewable energy hub with $662M committed by state government for new industry ▪ $2M committed to IG6 ▪ Thriving resource and industrial centre ▪ 200km from Perth and 450km from Springdale ▪ Efficient road and rail transport ▪ Close to
Slide 14: WA Premier opens Collie BAM pilot facilities and R&D centre
WA Premier opens Collie BAM pilot facilities and R&D centre For personal use only Announces $200M Collie Industrial Transition Fund ▪ Official opening Friday 25 November 2022, at Collie. ▪ Transition fund announced targeting projects in priority sectors of green manufacturing or minerals processing,
Slide 15: Capturing full resource value
Capturing full resource value For personal use only 11
Slide 16: Springdale Graphite Project location
ae Lake Grace \ \ c- Ravensthorpe Lake King Highway Mt Cattlin (ain RAV8 @) Ravensthorpe (Ni) Munglinup Gn Great Southern (\ Western Australia Jerramungup Esperance Hopetoun SPRINGDALE GRAPHITE PROJECT 12
Slide 17: Springdale Graphite Project
Springdale Graphite Project For personal use only Hopetoun, Western Australia ▪ Ownership: 100% owned - acquired from Comet Resources Ltd (ASX: CRL) Springdale Graphite Project Inferred Mineral Resource Estimate – ▪ Location: Hopetoun, Western Australia – 25km south of 2% TGC cut-off JORC 2012* Rave
Slide 18: Airborne surveys identify significant exploration opportunity
Springdale Graphite Project For personal use only Airborne surveys identify significant exploration opportunity 14
Slide 19: Immediate exploration success - new high grade graphite prospects
Springdale Graphite Project For personal use only Immediate exploration success - new high grade graphite prospects identified ▪ Resource drilling – to expand existing resource, convert indicated to inferred, and generate samples for testwork ▪ Exploration drilling – to test highly prospective areas
Slide 20: Collie downstream processing
Collie downstream processing For personal use only Establishing Australia’s largest and most advanced pilot micronising and spheroidising facility ▪ Pilot plant successfully commissioned and operated – showing capability to produce marketable products at consistent size and shape ▪ Testwork to build
Slide 21: Expansion of Collie
Expansion of Collie For personal use only Short term producer - nominal 3ktpa micronising facility to be operational in 2024 ▪ Qualification-scale plant has been procured ▪ Commercial-scale equipment to be ordered Q3 2023 ▪ Operations Q1 2024 ▪ Limited ramp up period with immediate cashflows ▪ R&D b
Slide 22: Full scale battery anode material
Full scale battery anode material For personal use only Micronising, spheroidising, purification and coating at Collie using Springdale concentrate ▪ BAM Concept Study – Q1 2023 ▪ Purification and coating process, technology and partner assessment ▪ Feasibility studies through mid 2024 18
Slide 23: Forthcoming Company Milestones
Forthcoming Company Milestones For personal use only IG will target government programs and R&D grants to support accelerated growth plans Springdale Graphite Project Collie Downstream Processing ▪ Exploration results – expected December 2022 ▪ Continued testwork of BAM R&D facilities and Q1 2023 ▪
Slide 24: IG6 strong foundations for success
IG6 strong foundations for success For personal use only To be Western Australia’s first fully integrated mine-to- market producer of graphite battery anode material ▪ Right commodity: graphite the main mineral in lithium-ion batteries which are experiencing extraordinary demand growth ▪ Right locat
Slide 25: International Graphite contact details
For personal use only IG6 is on track to be Western Australia’s first fully integrated mine-to-market producer of battery anode graphite – building Australia’s capability in critical minerals and an ethical supply to support global decarbonisation and the transition to renewable energy. Internationa
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