Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — IPO Roadshow (July 2022)
19 slides from Sarytogan Graphite's IPO roadshow presentation, Jul 18, 2022
Slide 1: Giant Opportunity in Kazakhstan
For personal use only GIANT OPPORTUNITY IN KAZAKHSTAN 1 8 J U LY 2 0 2 2 AS X L I S TI N G I N V E S TO R R OAD S H O W 1
Slide 2: Disclaimer & Competent Persons' Statement
Disclaimer & Competent Persons’ Statement Important Disclaimer Neither this Presentation nor anything contained in it forms the basis of any contract or commitment and it is not You must read this notice before reading or making any use of this Presentation (defined below) or any information For per
Slide 3: Sustainable Competitive Advantage
Sustainable Competitive Advantage For personal use only The highest-grade and 2nd largest graphite deposit of ASX peers. Inferred Mineral Resource of 209 Mt @ 28.5% TGC. Graphite is un-substitutable in the rapidly growing battery market. Kazakhstan is an established mining jurisdiction ideally locat
Slide 4: Corporate Overview
Corporate Overview Stephen Penrose Non-Executive Chairman, LLB, J.D., For personal use only Post IPO Capital Structure Lawyer and Managing Partner of Tottle Partners, specialising in corporate and commercial litigation. Gross Proceeds of Initial Public Offer $8.6M Sean Gregory Managing Director, B.S
Slide 5: Environment Social Governance
Environment Social Governance Our future products will enable the decarbonisation of energy and transportation. For personal use only We are committed to the highest standards in Environment Social Governance. Natural graphite has a 10x lower CO2 footprint than synthetic graphite 1% of annual geolog
Slide 6: Kazakhstan – Mining on the One Belt, One Road
Kazakhstan – Mining on the One Belt, One Road For personal use only • Mining in Kazakhstan • Similar semi-arid land area to West. Aust. • Mining code based on West. Aust. • 40% of global uranium supply1 • 12th in global mining value1 • 13th largest oil producer1 • Sarytogan is located close to infra
Slide 7: Regional Infrastructure Advantages
Regional Infrastructure Advantages For personal use only 170km by highway to the large industrial city of Karaganda. Access to bitumen road is 6km by dirt road. 68km from nearest railway station. 2km from high-voltage power lines. Sufficient water supply available. 7
Slide 8: Graphite Market Overview
For personal use only “Our cells should be called Nickel-Graphite, because primarily the cathode is nickel, and the anode side is graphite with silicon oxide” Graphite Market - Elon Musk, CEO Tesla Motors Overview 8
Slide 9: Electric Vehicle Batteries
Electric Vehicle Batteries For personal use only Graphite is the major and un-substitutable raw material in all EV batteries Cobalt, 8% Cobalt, 14% Cobalt, 17% Manganese, 8% Cobalt, 27% Manganese, 24% Cathode Other, 83% Manganese, 29% Nickel, 68% Nickel, 73% Nickel, 43% Nickel, 29% Lithium, 17% Lith
Slide 10: China and Europe lead rapid growth in the EV Market
China and Europe lead rapid growth in the EV Market EV’s are driving growth in battery demand For personal use only Battery Anode Production is accelerating to meet demand Chinese Anode Production (kt) 1200 1000 800 600 1004 400 677 200 371 0 2020 2021 2022f Source: Bloomberg, 2021, Fast Markets May
Slide 11: Graphite Uses
Graphite Uses Graphite Uses Market Jumbo Large Medium Small Fine Spherical1 1Requires additional For personal use only Share2 Size (micron) >300 300-180 180-150 150-75 <75 50-5 processing 2020 Grade (% TC) 94% 94% 94% 94% 80% 99.95% Refractory and 50% Foundry Lithium Ion 30% Batteries Expanded Graph
Slide 12: Graphite Pricing Continues to Surge
Graphite Pricing Continues to Surge For personal use only Source: Fastmarkets May 2022 12
Slide 13: Sarytogan Graphite Project - Mineralisation from Surface
Sarytogan Graphite Project - Mineralisation from Surface For personal use only 13
Slide 14: Sarytogan Graphite Project – Mineral Resource
Sarytogan Graphite Project – Mineral Resource For personal use only JORC Inferred Graphite Mineral Resource TGC Cut-Off 15% Tonnes Contained Zone TGC (%) (Mt) Graphite (Mt) North 159 28.8% 46 Central 49 27.5% 14 Total 209 28.5% 60 • Carboniferous graphitic shales enriched by contact metamorphism fro
Slide 15: Northern Graphite Zone Cross Section
Northern Graphite Zone Cross Section NW SE For personal use only Variable Graphite Crystals Coarse Graphite Crystals ST-3 @ 16m (above) and ST-1 @ 60m (above) and ST-10 @ 6m (below) Fine Graphite Crystals ST-1 @ 65m (below) • Flake presentation in petrography is highly variable with graphite crystal
Slide 16: Metallurgy & Flake Size Distribution
Metallurgy & Flake Size Distribution For personal use only Metallurgy • Previous metallurgical work has been limited, however historical results reported in the Prospectus are encouraging: • Flotation and leaching with 5% sulfuric acid solution has obtained 98.6% purity of TGC. • Graphite direct ore
Slide 17: 2022 Drilling Now Underway
2022 Drilling Now Underway • 4,000m HQ3 diamond drilling now commenced to meet these objectives: For personal use only • Infill Central Graphite Zone • Target Mineral Resource upgrade to JORC Indicated classification • Target areas of coarser graphite crystals within and beyond current footprint 202
Slide 18: Work Program Timetable
Work Program Timetable For personal use only Apr-22 Jun-22 Aug-22 Oct-22 Dec-22 Feb-23 Apr-23 Jun-23 Infill & Extensional Drilling Mineralogical Analysis Metallurgical Test Work Updated JORC Resource Scoping Study Preliminary Offtake Discussions 18
Slide 19: Contact
For personal use only CONTACT Sean Gregory Managing Director E: admin@sarytogangraphite.com.au W: www.sarytogangraphite.com.au +61 08 9388 8290 19