Volt Resources Ltd · ASX:VRC
Volt Resources — Investor Presentation (April 2021)
31 slides from Volt Resources's investor presentation, April 2021
Slide 1: Investor Presentation April 2021
Investor Presentation April 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: = = > [a LL > Xo) Lu rs fe) ou. a fe) U
= = > [a LL > Xo) Lu rs fe) ou. a fe) U RESOURCES
Slide 5: Corporate Overview
CORPORATE OVERVIEW 5 5 Capital Structure Volt Board and Executive Management Team Share Price as at 30 March 2021 - A$0.015 Trevor Matthews - Managing Director Share Price Low (over 1yr) - A$0.004 Asimwe Kabunga - Non-Executive Chairman Share Price High (over 1yr) - A$0.028 Jack Fazio - Non-Executiv
Slide 6: The Value Proposition
THE VALUE PROPOSITION 6 Volt to transition to a graphite producer in Q2 2021 through the proposed acquisition of a 70% interest in the Zavalievsky Graphite business On completion of the acquisition Volt will be one of the few ASX listed graphite producers Plans to progress the development of L
Slide 7: Business Development and Project Summary
BUSINESS DEVELOPMENT AND PROJECT SUMMARY 7 Zavalievsky Graphite (ZG) Bunyu Graphite Project - Tanzania Gold Projects - Guinea Proposed Acquisition (70%) - Ukraine One of the largest JORC graphite resources in Exploration and Auger Drilling Program Nameplate capacity 30,000tpa of graphite the w
Slide 8: Graphite Market
GRAPHITE MARKET
Slide 9: Volt's Downstream Graphite Market
VOLT’S DOWNSTREAM GRAPHITE MARKET 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 f
Slide 10: Lithium-Ion Battery Applications
LITHIUM-ION BATTERY APPLICATIONS 10
Slide 11: EV Battery Demand for Graphite
EV BATTERY DEMAND FOR GRAPHITE 11 Graphite is the KEY element in the anodes of batteries used in electric vehicles 192 Lithium-ion battery gigafactories are expected to be built between now to 2030, with the Electric vehicle uptake majority across Europe and China. will drive >700% graphite dema
Slide 12: EV Market Driving Lithium-Ion Battery Growth in Europe
EV MARKET DRIVING LITHIUM-ION BATTERY GROWTH IN EUROPE 12 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 13: European EV Demand Forecast Growth
EUROPEAN EV DEMAND FORECAST GROWTH 13 Europe’s share of global EV sales rising from 6% in 2020 to 25% in 2025 Source: Markines.com, Wood Mackenzie Data as at Feb 1, 2021. Sources S&P Global Market Intelligence
Slide 14: Graphite for Downstream Battery Market
GRAPHITE FOR DOWNSTREAM BATTERY MARKET 14 In February 2019, Benchmark noted in a report to the US Senate Committee on Energy and Natural Resources, that 1,747,800 tonnes of graphite anode would be required to meet annual lithium-ion battery capacity of 1,549GWh in 2028. Based on BMI forecast of 1,54
Slide 15: Global Battery Demand Forecast Exponential Growth
GLOBAL BATTERY DEMAND FORECAST EXPONENTIAL GROWTH 15
Slide 16: EV Penetration - Battery Raw Material Demand to 2030
EV PENETRATION - BATTERY RAW MATERIAL DEMAND TO 2030 16 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 17: Planned Li-Ion Battery Factories in Europe
1 PLANNED LI-ION BATTERY FACTORIES IN EUROPE 7 17 Source: European Commission Report (Dec 2020) Not including Volkswagen additional factories
Slide 18: Our Projects
Our Projects ZG Group Acquisition (70%) Bunyu Graphite Project Guinea Gold Projects
Slide 19: Proposed 70% Acquisition of the ZG Group, Ukraine
19 PROPOSED 70% ACQUISITION OF THE ZG GROUP, UKRAINE (Including Zavalievsky Graphite Mine and Plant)
Slide 20: ZG Group Acquisition (70%) Ukraine Overview
2 ZG GROUP ACQUISITION (70%) UKRAINE OVERVIEW 0 20 • Volt has signed term sheets with 4 shareholders for 70% interest in the ZG Group companies in Ukraine including a graphite mine and processing plant with a nameplate capacity of 30,000 tpa. • Proximity to key markets in Europe with significant dev
Slide 21: ZV Group Acquisition (70%) Ukraine Overview
ZV GROUP ACQUISITION (70%) UKRAINE OVERVIEW 21 • Excellent transport infrastructure covering road, rail, river and sea freight combined with reliable grid power, ample potable ground water supply and good communications. • Currently produces a high value "green" purified 99.5% TGC grade product. • L
Slide 22: ZV Group Acquisition (70%) – Final Steps
ZV GROUP ACQUISITION (70%) – FINAL STEPS 22 • The proposed transaction remains conditional upon: Volt being satisfied with the results of its legal, financial, tax, technical, and operational due diligence into the ZG Group and the Zavalievsky Graphite business. Volt management has already conduct
Slide 23: 24% of Global Li-Ion Battery Cell Capacity in Europe (2030)
24% OF GLOBAL LI-ION BATTERY CELL CAPACITY IN EUROPE (2030) 23
Slide 24: Bunyu Graphite
24 Bunyu Graphite 70% ACQUISITION IN Tanzania ZV GROUP, UKRAINE Flake graphite for the green Zavalivskiy (Including energy sector Graphite Mine and Plant)
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: Guinea Gold Projects
28 GUINEA GOLD PROJECTS (Kouroussa, Mandiana and Konsolon Gold Projects) Early stage exploration Gold Projects with high prospectivity
Slide 29: Guinea Gold Projects Overview
2 GUINEA GOLD PROJECTS OVERVIEW 9 29 • The Company owns six permits covering 348.7km2 in the highly prospective Birimian Greenstone Belt in the Siguiri Basin • The six permits fall under the Kouroussa, Mandiana and Konsolon Projects • The Kouroussa and Kouroussa West permits border the Predictive Di
Slide 30: Why Invest in Volt Resources
WHY INVEST IN VOLT RESOURCES 30 The proposed acquisition of the ZG Group will change Volt’s status from graphite explorer/developer to producer. Benefits include: Plans in place to install processing plant and equipment to commence production of LIB anode material (SPG). Zavalievsky mine’s str
Slide 31: 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