Triton Minerals Limited · ASX:TON
Triton Minerals — Investor Presentation (February 2022)
21 slides from Triton Minerals's investor presentation, February 2022
Slide 1: Developing the World Class Ancuabe Graphite Project
Developing the World Class Ancuabe Graphite Project Graphite Concentrate for the Expandable and Electric Vehicle Markets Investor Presentation | February 2022 1
Slide 2: Table of Contents
Table of Contents 1. About Triton 2. Strategic Review and Desktop Study – Commercial Pilot Plant (CPP) 3. About Graphite & the Demand and Supply Outlook for Graphite 4. Peer Comparison and Why Invest in Triton? 5. Appendices – Board and Management – Corporate Snap Shot – Ancuabe DFS Summary – Discla
Slide 3: New Management, Project Development Approach and Funding
New Management, Project Development Approach and Funding New Management Appointed • Executive Director - Andrew Frazer - >30 years of capital markets experience and MD of Lazarus Corporate Finance. Formerly held senior roles at Morgan Stanley, Paterson's Securities, Hartley's, Azure Capital, focused
Slide 4: Ancuabe Graphite Project
Ancuabe Graphite Project A World Class Project and a Strategic Commodity for the future Graphite is a strategically important commodity for the future • Large Flake is used for flame-retardant materials industry (Expandable products) • Small Flake is a key component in the anode of the Lithium Ion B
Slide 5: New Project Development Approach: Strategic Review and Commercial Pilot Plant
New Project Development Approach Strategic Review and Commercial Pilot Plant Strategic Review and Desktop Study • Commencement of Strategic Review and Desktop Study of the Ancuabe Graphite Project, focused on bringing the Company’s flagship project into production in the short term, at a small scale
Slide 6: CPP - Indicative Timeline Targeting Graphite Concentrate Production from 2023
New Project Development Approach CPP - Indicative Timeline 2021 2022 2023 2024 2025 Example of a CPP - Molo Graphite Project Madagascar Activity Dec Q Mar Q June Q Sept Q Dec Q Mar Q June Q Sept Q Dec Q Strategic Review and Desktop Study Definitive Feasibility Study Design and Engineering Request fo
Slide 7: Graphite is a Strategically Important Commodity for the Future
Graphite is a Strategically Important Commodity for the Future Multiple Uses Graphite is a critical commodity for the future • The critical, premium material for the flame-retardant materials industry • Key component in the anode of the Lithium-Ion Battery (LiB) Triton Minerals has a broad product r
Slide 8: Triton's Graphite is High Quality and Suitable for all Applications
Triton’s Graphite is High Quality and Suitable for all Applications Battery ▪ Used for Electric Vehicle Battery’s and Electric Grade Storage Flake Size Physical / Impurities ▪ Critical for Battery Supply ▪ An emerging market for Triton ▪ Important for Expandable Graphite (99.95%-99.995% required) an
Slide 9: Graphite end-use will be primarily driven by anode demand
Graphite end-use will be primarily driven by anode demand The Global Graphite Market is Expected to Reach US$21b by 2025 up from US$14.3b in 2019 One of the Fastest Growing Metals ▪ Demand CAGR of nearly 6% forecast to 2028 ▪ Equates an incremental market growth of US$5.8 billion ▪ East Africa will
Slide 10: Large Flake Graphite - 56% of Ancuabe Concentrate
Large Flake Graphite - 56% of Ancuabe Concentrate This provides a strategic advantage • Extensive test work has proved Ancuabe’s suitability for premium expandable markets – foil production and fire retardants • Less than 10% of global graphite supply is suitable for the expandable market compared t
Slide 11: Large Flake Graphite: The Expandable Market is One of the Fastest Growing
Large Flake Graphite The Expandable Market is One of the Fastest Growing Markets Expandable Graphite Use Forecast 2022 to 2028 The Demand For Large Flake Will Continue To Be Driven By Environmental And Fire Safety Regulations Source: Benchmark Mineral Intelligence October 2021 Demand Drivers: 1. New
Slide 12: Fine Flake Graphite for LiB Market
Fine Flake Graphite for LiB Market The New Emerging Graphite Market Ideal for EVs and Battery Storage ▪ Due to its unique properties, graphite is ideally suited to the Electric Vehicle and Battery Storage Markets ▪ Graphite copes well with the flow of lithium ions during charging and discharging “Th
Slide 13: Fine Flake Graphite for LiB Market: Structural Shortage Looming
3 Fine Flake Graphite for LiB Market Structural Shortage Looming - Strong Demand and Uncertain Supply ▪ New markets for EV and FRBM driving forecast demand above existing and new sources of supply ▪ Benchmark Mineral Intelligence forecast that planned capacity and projects in development will not be
Slide 14: Graphite Peers
Graphite Peers 900 800 700 600 Graphite Peers 500 A$m Since June 2021, the peer 400 Peer average A$315m 300 group has grown in value 200 48% which is a A$1B 100 0 increase Blackearth Triton Evolution WalkaboutBlack Rock EcoGraf Talga Magnis Renascor Syrah Annual Market Cap Ore Reserve Grade Life of
Slide 15: Why Invest in Triton
5 World-class asset Long-life project Near-term Funding Management High quality graphite from a DFS1 completed Dec production $4m in in Cash, reduced New Team, which is highly proven graphite production 2017, confirmed Ancuabe is a CPP, with Commissioning Capex from CPP region with excellent high qu
Slide 16: Appendices - Table of Contents
Appendices - Table of Contents Developing the World Class Ancuabe Graphite Project 1. Board and Management 2. Corporate Snapshot 3. Ancuabe DFS 4. Disclaimer Investor Presentation | February 2022 16
Slide 17: Appendix – Board of Directors and Management
Appendix 1 – Board of Directors and Management Board of Directors • Andrew Frazer - Executive Director • Max Ji – Non Executive Director and Chairman • Patrick Burke – Non Executive Director and Deputy Chairman • Chendong Wang – Non Executive Director Andrew Frazer Max Ji Management Team - Triton -
Slide 18: Appendix – Corporate Snapshot
Appendix 2 – Corporate Snapshot Capital Structure Share Price Chart Share Price $ $0.035 7.0 35,000,000 Shares on issue m shares 1,243 6.0 30,000,000 Market capitalization A$m $43.5 Cash (31 Dec 21) A$m $4.0 5.0 25,000,000 Debt A$m $0.0 cents per share Enterprise Value A$m $39.5 4.0 20,000,000 Volum
Slide 19: Appendix - Ancuabe Graphite Project Project Summary
9 Appendix 3 - Ancuabe Graphite Project Project Summary Ancuabe - 2017 DFS - 1M tpa Processing Plant Site Layout 2017 DFS Key Statistics Key Parameter DFS Result Mine Life 27 Years Ore Processed Approximately 1 M tpa Concentrate Approximately 60,000 tpa graphite concentrate Produced Initial Capital
Slide 20: Appendix - Disclaimer and Competent Persons Statement
Appendix 4 - Disclaimer and Competent Persons Statement This presentation has been prepared by Triton Minerals Limited (Triton or the Company) and has been prepared for information purposes only. This presentation contains general and background information about the Company’s activities current as
Slide 21: Contact Us
Developing the World Class Ancuabe Graphite Project Contact Us Andrew Frazer Executive Director Afrazer@tritonminerals.com ASX: TON www.tritonminerals.com Investor Presentation | February 2022 21
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