Gratomic Inc · TSXV:GRAT.H
Gratomic — Investor Presentation (November 2023)
38 slides from Gratomic's investor presentation, November 2023
Slide 1: Preparing for Production
TM TSX-V: GRAT • OTCQX: CBULF • FSE: CB82 PREPARING FOR PRODUCTION NOVEMBER 2023 CORPORATE PRESENTATION
Slide 2: Forward-Looking Statement
FORWARD-LOOKING STATEMENT Certain statements included in this presentation are forward-looking statements within as required by law. Gratomic wishes to emphasize that the supply of graphite pursuant the meaning of Canadian securities laws, including the following statements regarding to any off-take
Slide 3: Graphite Market Share
TM Global graphite consumption in 2016 totaled 2.45 million tonnes of synthetic and natural graphite, combined with projected growth, should reach 6 million tonnes by 2028. GRAPHITE MARKET SHARE Vein Graphite Amorphous Synthetic Graphite ____1.5 million tonnes consumed Natural Graphite ____Flake – 6
Slide 4: Message from the CEO
MESSAGE FROM THE CEO In the Western world, gaining critical mineral independence is vital due to the dominance of the electric automotive industry in the global economy. With the threat to the oil dollar, critical minerals are becoming the new driving force. However, the East, especially China, cont
Slide 5: Graphite prices and supply deficit outlook
TM Various market circumstances, particularly the global recession caused by the military conflict in Europe and the consequent spike in inflation and interest rates, caused a one-off drop in the prices of this material. Another factor resulting from the drop in demand, which particularly affected n
Slide 6: China graphitization capacity and pricing
TM In the past two years China has brought on 1.3 million tonnes of graphitization the total graphitization capacity in China today is 2.3 million tonnes. At 1-million-ton capacity the plants were running at 80% of run rate. The run rate of the new combined capacity is roughly currently 30%. The com
Slide 7: Company Overview
COMPANY OVERVIEW The Aukam Graphite Mine The Aukam Vein Graphite Mine is fully licensed and in possession of all environmental clearances for production of up to 44,000 The Capim Grosso Mining Camp tonnes per year. The projects hosts some of the highest-grade Capim Grosso demonstrates promising char
Slide 8: Vein Graphite
VEIN GRAPHITE Very high natural purity levels results in: • Lower production & cash costs • Perfect Crystallinity • Environmentally friendly • Easy to disperse, mold and blend All existing vein graphite in today’s processing, no harsh chemicals required • High density market comes from Sri Lanka. •
Slide 9: Project Development Timelines
PROJECT DEVELOPMENT TIMELINES 2026 2025 2024 Aukam: Expansion ramp-up 2023 Aukam: Expansion of onsite Capim Grosso: Commercial processing plant to begin commissioning Aukam: First year of operations and Aukam: Commercial expansion plan begins. Capim Grosso: Infill Drilling, FS, Pilot Commissioning a
Slide 10: The Aukam Graphite Mine
TM THE AUKAM GRAPHITE MINE NAMIBIA, AFRICA
Slide 11: Photo Gallery: Aukam in Construction
PHOTO GALLERY: AUKAM IN CONSTRUCTION TSX-V: GRAT OTCQX: CBULF FSE: CB82 11
Slide 12: Aukam Processing Plant Construction Progress
AUKAM PROCESSING PLANT CONSTRUCTION PROGRESS Dryer Foundation Work Settling Reservoir Water Filtration System TSX-V: GRAT OTCQX: CBULF FSE: CB82 12
Slide 13: Aukam Graphite Project location
The Aukam Graphite Project is located 2 hours (189km) from Luderitz Bay Port in the Karas Region of Namibia, Africa. TSX-V: GRAT • OTCQX: CBULF • FSE: CB82 13
Slide 14: Exploration Licenses
EXPLORATION LICENSES EPL-8746 ML 215 - 5,002 ha / 12,360 ac / 50 km2 On March 24th, 2020, the official Mining License (ML 215) was granted by the Ministry of Mines and Energy for its Aukam Graphite Property located in Namibia. The License area falls within the proximity of the Aukam Processing Plant
Slide 15: Geology & Achievable Processed Grade: Aukam Geology Diagram
GEOLOGY & ACHIEVABLE PROCESSED GRADE The Aukam deposit is considered to be of hydrothermal origin forming some 538 million AUKAM GEOLOGY DIAGRAM years ago at relatively low temperature. TSX-V: GRAT • OTCQX: CBULF • FSE: CB82 15
Slide 16: Aukam Achievable Processed Grade
GEOLOGY & ACHIEVABLE PROCESSED GRADE AUKAM ACHIEVABLE PROCESSED GRADE Test processing results have produced an average grade of 98.37% Cg in cleaner concentrate average after flotation. Higher (>99.9%) concentrations can be achieved with air classification. FLOTATION CONCENTRATE Cleaner Concentrate
Slide 17: Aukam Mining Programs
GEOLOGY & RESOURCE AUKAM MINING PROGRAMS Although still not completed, the drilling at Aukam has demonstrated the presence of graphite both along strike and depth. The current window directly within proximity of the mine has been drilled out to 700m strike length with intersections at 1.5 km strike,
Slide 18: Aukam Mining Programs: Commercial Status
COMMERCIAL STATUS AUKAM MINING PROGRAMS Gratomic has already commenced mining graphite at Aukam and, from first phase cuts over a 1- month period, has stockpiled sufficient material for year one of processing. The Program tripled as an ore generating exercise as well as opening new work phases and c
Slide 19: Aukam Mining Programs: Commercial Status
COMMERCIAL STATUS AUKAM MINING PROGRAMS Gratomic is now in a commercial commissioning phase of its Aukam Mine: • Gratomic has stockpiled year one production and is expected to be at 12,000 tonnes of production capacity by November 2024 • 300 tonnes of graphite have been processed during the commerci
Slide 20: Perfecting Engineering & Processing
PERFECTING ENGINEERING & PROCESSING The Aukam Process flow diagram is a result of 10 years of engineering and pilot testing and perfecting the processing of graphite ores. The plant is compact and requires 1.5 MW of power to run at full capacity. The process was determined through taking into accoun
Slide 21: Aukam Mine Flake Size Distribution & Markets
AUKAM MINE FLAKE SIZE DISTRIBUTION & MARKETS Large Flake Small Flake Refractories, expandable Graphite, Graphitic, Flame Batteries, Electrodes, Alkali batteries, household lubricants, Retardants, Alkali Batteries, stainless steal, Graphene Industrial Lubricants, Nuclear Medium Flake Fine Flake Refra
Slide 22: Aukam Facts
AUKAM FACTS The Aukam Graphite plant has a built in 1.5 MW of diesel power The plant uses approx. 3,000 liters of water an hour, replaced generation capacity through several wells drilled on the property The Company is about to become the first graphite company to go completely solar Eventually the
Slide 23: Environmental Impact
ENVIRONMENTAL IMPACT The Aukam Graphite Mine in Namibia will produce a near-negligible environmental impact. Estimated Carbon Footprint 0.8 Kg per tonne Recycling/recovery Approximated 95% water recyclability Planned utilization of by-product material for use in additional product(s), (such as brick
Slide 24: The Capim Grosso Mining Camp
TM THE CAPIM GROSSO MINING CAMP BAHIA, BRAZIL
Slide 25: Photo Gallery: Capim Grosso & Jacobina
PHOTO GALLERY: CAPIM GROSSO & JACOBINA TSX-V: GRAT OTCQX: CBULF FSE: CB82 25
Slide 26: Jacobina permits
Jacobina: Two active permits: 870162/2019 and 870163/2019 with a total of 1,989.6 ha Gratomic has a total of 11 mineral rights for graphite within its Capim Grosso Project. TSX-V: GRAT • OTCQX: CBULF • FSE: CB82 26
Slide 27: The Capim Grosso Mining Camp
THE CAPIM GROSSO MINING CAMP Capim Grosso is situated in the Bahia province, 280km from the port of Salvador, and 166km from Feira de Santana, the province’s second largest city. Grid power and water are available throughout the area and paved roads connect it to the capital and surrounding cities a
Slide 28: The Capim Grosso Mining Camp
THE CAPIM GROSSO MINING CAMP Mineralization (t) TGC Grade (%) Graphite (t) 7,965,211 5.86 466,670 The Capim Grosso Mine Camp consists of 7 main MINERALIZED horizons. In its infancy Gratomic drilled the first of these horizons (6km strike length) and presented a maiden resource under the inferred cat
Slide 29: The Capim Grosso Mining Camp
THE CAPIM GROSSO MINING CAMP Preliminary engineering has demonstrated that Capim Grosso can Concentrator Feed Rougher deliver similar results deploying the same circuit as designed and Combined built on Aukam. Screen Rod Mill Ball Mill Tailings Impact Crusher Polishing Mill #1 SMM #2 A detailed comp
Slide 30: Capim Grosso Flake Size Distribution & Markets
CAPIM GROSSO FLAKE SIZE DISTRIBUTION & MARKETS 25.0 Large Flake Refractories, expandable Graphite, Graphitic, Flame Retardants, Alkali Batteries, stainless steal, Graphene 20.0 Medium Flake Refractories, Decarbonizing, Lubricants, Friction materials 15.0 % MASS 10.0 Small Flake Batteries, Electrodes
Slide 31: Gratomic Safety Record
GRATOMIC SAFETY RECORD INCIDENT CLASSIFICATION LTI MTI FAI Lost Time Injuries Medical Treatment Incidents First Aid Incidents PTD • 0 in 35 Months PTD • 1 in 35 Months PTD • 10 in 35 Months EI PD NM Environmental Incidents Property Damages Near Misses PTD • 1 in 35 Months PTD • 8 in 35 Months PTD •
Slide 32: Operating Stats
OPERATING STATS NOTES TO MAN HOURS AND HEAD COUNTS 6,353 Hours/Month Average PTD 1,018 21 On-Site/Day Shift Days on site until end 16 • 219,184 Hours all Gratomic and 17 Gratomic Employees October 2023 Contractors included for the PTD – & 4 Contractors 1 January 2021 • 2 Years and 10 Months and 15 D
Slide 33: Graphex partnership
TM Graphex is focused on the development of renewable energy industries and holds patents in technologies and products to enhance renewable areas including products, production methods, energy, particularly the production of spherical machinery design, and environmental protection. graphite and grap
Slide 34: Executive Leadership & Management
EXECUTIVE LEADERSHIP & MANAGEMENT Bruno Baillavoine Arno Brand Stephen Woodhead EXECUTIVE CHAIRMAN CEO & PRESIDENT SENIOR VICE PRESIDENT Mr. Baillavoine is an Entrepreneurial Mr. Brand is a Namibian entrepreneur OF FINANCE Manager, Strategist, Innovator and Business with 15 years of experience worki
Slide 35: Management & Directors
MANAGEMENT & DIRECTORS CORPORATE OFFICE CANADA CORPORATE OFFICE LONDON DIRECTORS ARNO BRAND abrand@gratomic.ca BRUNO BAILLAVOINE BRUNO BAILLAVOINE bruno.baillavoine@btinternet.com PRESIDENT & CEO EXECUTIVE CHAIRMAN EXECUTIVE CHAIRMAN ARMANDO FARHATE afarhate@gratomic.ca LEWIS ADVISORS LTD. ARNO BRAN
Slide 36: Share Structure
SHARE STRUCTURE WARRANTS OPTIONS 200,260,817 Expiry Sep 14, 2024 Amount 5,684,440 Price $0.80 Expiry Dec 18, 2023 Amount 90,000 Price $0.65 ISSUED & OUTSTANDING Feb 1, 2025 4,348,984 $0.45 Jul 23, 2025 970,000 $0.15 Mar 8, 2025 4,730,951 $0.45 Mar 2, 2026 5,550,000 $1.54 Mar 29, 2025 1,090,000 $0.45
Slide 37: Risk Factors
RISK FACTORS No mineral resources, let alone mineral reserves demonstrating economic viability and technical feasibility, have been delineated on the Aukam Property. The Company is not in a position to demonstrate or disclose any capital and/or operating costs that may be associated with the process
Slide 38: Thank You for Reading
TM TSX-V: GRAT • OTCQX: CBULF • FSE: CB82 22 Adelaide Street West, Suite 3600 Bay Adelaide Centre – East Tower Toronto, ON, CA M5H 4E3 info@gratomic.ca Gratomic.ca THANK YOU FOR READING - PLEASE CONTACT US IF YOU HAVE ANY QUESTIONS