Ecograf Ltd. · ASX:EGR
Ecograf — Shareholder Meeting (November 2022)
31 slides from Ecograf's shareholder meeting presentation, Nov 29, 2022
Slide 1: AGM Investor Presentation
29 NOVEMBER 2022 ASX: EGR AGM Investor Presentation Diversified battery anode materials company EcoGraf Limited (EcoGraf or the Company) (ASX: EGR; FSE: FMK; OTCQX: ECGFF) is pleased to release a copy of the AGM Investor Presentation to be provided by Andrew Spinks to shareholders at the Annual Gene
Slide 2: Annual General Meeting 2022 Presentation
Annual General Meeting 2022 Presentation ASX: EGR FSE: FMK OTCQX: ECGFF
Slide 3: Disclaimer
Disclaimer Securities Disclaimer on 21 June 2017 continue to apply and have not materially changed. COMPANY CONTACT Competent persons This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Such offer can be made only thr
Slide 4: Vertically Integrated Battery Anode Material
Our business Vertically EXTRACT UPGRADE RECYCLE Integrated Battery Anode Material TanzGraphite EcoGraf HFfreeTM Anode Recycling Natural Graphite Battery Anode Material Business High quality, long life Epanko High performance, low CO2 EcoGraf™ purification Supporting the and Merelani-Arusha battery a
Slide 5: Corporate snapshot
Corporate snapshot Market capitalisation Cash balance2 Major shareholders3 A$142M A$43.4M 7% 6% 5% Shares on issue1 Debt2 81% 450m A$0M First Sentier Investor Share price4 Board and management A$0.315/share Paradice Investment Management Other ASX: EGR Börse Frankfurt: FMK USA OTCQX: ECGFF 1. As at
Slide 6: Our board and management team
Our board and management team Robert Pett Andrew Spinks John Conidi Dale Harris Howard Rae Karen Logan Non-Executive Chair Managing Director Non-Executive Director Chief Operating Officer Chief Financial Officer Joint Company Secretary Robert is a mineral economist Andrew is a geologist with over Jo
Slide 7: Recent graphite market dynamics
Recent graphite market dynamics STRONG OUTLOOK FOR EVOLVING BATTERY MARKET NATURAL GRAPHITE LEGISLATIVE LANDSCAPE IMPLICATIONS FOR ECOGRAF • Global geo-political tensions highlight the • Mineral Security Partnership (MSP) and • North American and European market need to reduce dependence on fossil f
Slide 8: Lithium-ion battery chemistry
Lithium-ion battery chemistry NMC 111 NMC 622 NMC 811 NCA LFP Lithium-ion battery to drive strong demand for graphite Metal Composition % Mass 1.1kg required per kWh 50kg – 55kg Natural flake graphite Graphite Graphite Graphite Graphite Graphite required per EV 27kg of 99.95% Graphite Lithium Cobalt
Slide 9: High growth lithium-ion battery market
High growth lithium-ion battery market Natural graphite to increase from Graphite is Demand for LiB forecast to grow 35% to over 50% in anode by 20303 the key raw 23.9% CAGR +50% NATURAL Synthetic OVER NEXT 10 YEARS Other material to GRAPHITE decarbonise New supply required to the economy 1 FORECAST
Slide 10: Global natural graphite production
Global natural graphite production Russia 24,000t Norway 15,000t TanzGraphite’s Canada Ukraine Epanko Project 19,000t 10,000t is positioned to Pakistan support the China 13,000t forecast supply 800,000t gap China accounted for 59% of production and Tanzania India 66% of exports globally 5,000t 34,00
Slide 11: Localised production supplied by East African logistics hub
Localised production supplied by East African logistics hub Europe Market • Recycling has become an emerging DEMAND area of importance with EU legislation GLOBAL GWh 1,450 requiring 70% battery recycling GRAPHITE DEMAND 900 DEMAND GWh 1,040 400 - KTPA 70 Asia Market 3,120 520 270 2021 2025 2030 2035
Slide 12: Project development pathway
Project development pathway Supporting demand for new sources of long-term, high quality and low CO2 supplies of battery graphite Accelerate Expand Australian BAM Increase BAM value Evaluate mechanical Collaborate with EV, development and product qualification proposition through shaping in Tanzania
Slide 13: Positive progress during 2022
Positive progress during 2022 EXTRACT UPGRADE • Epanko Framework Agreement process well advanced with the • Completed initial permitting and works approvals processes for Western Government of Tanzania Australian BAM development • GR Engineering and EcoGraf finalising a detailed update of the • Secu
Slide 14: 2023 Outlook
2023 Outlook The future is UPGRADE …on the electric and it’s • Expand existing product Company’s business time to capitalise… • qualification capacity Finalise planning and developments. partnerships to support BAM Facility development EXTRACT RECYCLE • Commence Epanko • Collaborate with partners on
Slide 15: EU Commission's battery ESG regulations
EU Commission’s battery ESG regulations EcoGraf’s sector leading ESG credentials are aligned to the new energy lending policies that support projects relating to the supply of critical raw materials POLICY ECOGRAF’S ESG EcoGraf™ HFfree proprietary purification process Responsible sourcing Epanko
Slide 16: Epanko natural flake graphite Project
Epanko natural flake graphite Project Two advanced, high quality, long life Tanzanian natural graphite EXTRACT projects provides supply diversity and scale-up optionality Exceptional geology provides superior performance TanzGraphite Natural EPANKO Graphite Projects • Development ready - project def
Slide 17: Epanko's significant contribution to Tanzania
Epanko’s significant contribution to Tanzania Economy growth Transformational US$3B+ financial and social Direct contribution to the economy over 40+ years Community benefits upliftment for the through local procurement of goods and services, Mahenge region employment, royalties, taxes and dividends
Slide 18: Epanko natural graphite project
Epanko natural graphite project Established Regional Infrastructure Export Infrastructure at Dar Es Salaam Epanko flexible process flowsheet design • Process flowsheet based on established industry techniques and equipment • Independent testwork conducted to support BFS, including 200 tonne bulk sam
Slide 19: TanzGraphite natural graphite projects
TanzGraphite natural graphite projects Contained JORC Tonnage Grade classification (Mt) (%TGC) graphite (Mt) Epanko Resource Merelani-Arusha Mineral Resource estimate >5% TGC1 supports future Total 17.7 6.5 1.2 expansion to meet Ore Reserve of 11.7Mt @ 8.32%TGC growing battery Epanko Mineral Resourc
Slide 20: Downstream battery anode materials
Downstream battery anode materials The new state-of-the-art UPGRADE processing facilities will GLOBAL EXPANSION DRIVEN BY EV DEMAND manufacture HFfree AND NEW LEGISLATION BAM for the global lithium-ion battery Increased requirement for new supply of battery markets HFfreeTM Battery anode material fo
Slide 21: Unique and environmentally attractive processing technology
Unique and environmentally attractive processing technology Proprietary purification process provides Multi-stage chemical purification, washing and cost competitiveness to existing materials filtration process 1 Eco-friendly + cost effective - No toxic hydrofluoric (HF) acid 2 High Purity Battery A
Slide 22: Our development history
Our development history PRODUCT TESTING APR Feasibility and engineering MAR Major Project Status AND ENDORSEMENT studies completed on Asian Approved by Australian COMMENCES EcoGraf™ facility Government SEP EcoGraf™ process JUN Engineering study AUG EcoGraf to Evaluate developed in Australia complete
Slide 23: High performance, low emission battery anode material
High performance, low emission battery anode material Superior Energy Storage Lowest CO2 footprint 364 362 Specific capacity (mAh/g) 23.1 Kg CO2 eq. per kg CSPG 360 Synthetic Graphite Anode Material 358 356 Standard Natural 14.3 Kg CO2 eq. per kg CSPG Graphite Anode Material 354 352 5.0 – 10.6 Kg CO
Slide 24: Global developments to capture regionalised demand
Global developments to capture regionalised demand Anode manufacturing to be co-located regional hubs in high growth battery markets EV customers seeking to 1 regionalise supply chains Battery anode plant design 2 scalable > 25ktpa and replicated Strong government support and 3 incentives for develo
Slide 25: Full cycle active anode recovery
Full cycle active anode recovery RECYCLE MARKET OVERVIEW EcoGraf HFfree™ purification Battery anode materials are supports closed-loop currently not recovered recycling. Providing EcoGraf Anode Anode material which is a waste customers lower battery costs Material Recycling PRODUCTION product genera
Slide 26: Recycled anode material performance & recognition
Recycled anode material performance & recognition HELMHOLTZ - INSTITUTE : EIT award winning German research program confirms RecoBAMTM matches the electrochemical performance of newly manufactured commercial battery graphite. Blending (2:1) Global Warming Potential significantly Kg CO2 eq. per kg CS
Slide 27: Product development
Product development Innovation of new products: graphite is the key raw material to decarbonise the economy BATTERY ANODE MATERIAL PRODUCTS Main Product Secondary Product Product Development of By-Product Fines Blended Recycling ELECTRIC VEHICLES, HYBRID CARS/ POWER TOOLS CAST & GREY CAST STEEL AA,
Slide 28: Investment highlights
Investment highlights Integrated value chain Near term Environmentally project catalysts attractive processing Global footprint to High growth Progressive development capture regional benefits battery market and innovation 27
Slide 29: Supported with long standing partnerships
Supported with long standing partnerships SALES FINANCING AND GOVERNMENT SUPPORT MEMBERSHIPS AND AFFILIATIONS 28
Slide 30: EcoGraf value proposition
EcoGraf value proposition Demonstrated superior performance of Tanzanian natural graphite through mechanical shaping, purification and electrochemical testing PRODUCT QUALITY Independent electrochemical testing by major anode producer confirms Epanko graphite outperforms existing battery anode mater
Slide 31: The future is electric
The future is electric ASX: EGR FSE: FMK OTCQX: ECGFF JOIN OUR MAILING LIST www.ecograf.com.au