Volt Resources Ltd · ASX:VRC
Volt Resources — Euroz Hartleys EV Anode & Graphite Forum (January 2023)
22 slides from Volt Resources's conference presentation, January 2023
Slide 1: An Integrated Battery Material Producer
An Integrated Battery Material Producer Critical Minerals | Battery Materials 6 3 ASX:VRC C Li X January 2023 Carbon An Lithium Anode
Slide 2: Important Notices Disclaimer
Important Notices Disclaimer The information contained in this document (“Presentation”) has been prepared by Neither this presentation nor any copy of it may be (a) taken or transmitted into the Volt Resources Limited (the “Company”). It has not been fully verified and is subject United Kingdom, Ca
Slide 3: Corporate Overview
Corporate Overview Capital Structure Share price Information 0.032 ASX Code VRC Share Price (Dec 12, 2022) A$ 0.012 0.026 Share Price Low (over 1yr) A$ 0.012 Share Price High (over 1yr) A$ 0.031 Shares on issue 3.88b 0.020 Market Capitalisation A$ 58.2m 0.016 0.015 0.012 Nov 2022 Jan 12th 2023 Key P
Slide 4: Chairman's quote on low carbon battery materials
"Our objective is to position ourselves as a leading player in the low carbon battery materials industry, with a particular emphasis on utilising natural graphite as an active anode material. We will continue to stay committed to our environmental, social, and governance principles, while cultivatin
Slide 5: The Volt Team
The Volt Team Prashant Chintawar Asimwe Kabunga Trevor Matthews Justine MacDonald Michael Lew Michael Prassas Chief Executive Non-Executive Executive Director Chief Operating VP Business VP Business Officer Chairman Officer Development USA Development Europe Prashant Chintawar “PC” is an Asimwe is a
Slide 6: VOLT
VOLT
Slide 7: Strong Tailwinds Support Growth of EVs & Battery Materials
Strong Tailwinds Support Growth of EVs & Battery Materials … Graphite is fundamental Dramatic growth of electric to every lithium-ion vehicle and energy storage battery chemistry, making sector – over 25% CAGR up >95% of anode expected material Demand vs supply gap of Graphite demand growth natural
Slide 8: Supported by a new EU legislation framework
… supported by a new EU legislation frame work The European Union is in the process of developing a “Critical Minerals Act” which is expected to be announced in the first quarter of 2023. This legislation aims to emulate the financial and legal support provided by countries such as the United States
Slide 9: ... and strong legislation support in the USA
... and strong legislation support in the USA The US government has implemented new measures to promote the production and sourcing of battery components and critical minerals within the US or from countries with a Free Trade Agreement. The Inflation Reduction Act (IRA) offers a $7,500 Consumer Tax
Slide 10: Natural Graphite Anode Market Balance (tpa)
Natural Graphite Anode Demand Exceeds Supply and Price Inflation Synthetic Graphite Anode: Natural Graphite Anode: 2022–2030 2022–2030 Supply Demand Supply Demand Growth Growth Growth Growth 150% 170% 95% 415% Synthetic Graphite Anode Natural Graphite Anode Market Balance (tpa) 2018 2019 2020 2021 2
Slide 11: Volt's Investment Highlights
Volt’s Investment Highlights Critical Minerals & Battery Materials Company Multi-commodity Battery Graphite (now) and potentially lithium (future). Two graphite assets. Minerals Company Vertically Integrated Provides security of supply to the customers Natural Graphite Anode Volt maintains an ESG fo
Slide 12: Our Strategy
Our Strategy Capitalize on the opportunities presented by the implementation of the Inflation Reduction Act in the United States/North America and the EU Critical Raw Material Act in Europe Use two high-quality graphite assets to become an “integrated” natural graphite anode producer – a critical mi
Slide 13: Volt Our global footprint
Volt Our global footprint Ukraine Serbia Volt Energy Materials LLC Delaware Guinea Tanzania Global Volt HQ Perth
Slide 14: Ukraine: Zavalievsky Graphite in Operation
Ukraine Zavalievsky Graphite in Operation Since 1934 Kyiv Large fraction is -100 mesh suitable Resources: 22.9Mt at a grade of 6.8% for lithium-ion batteries carbon – subset of overall deposit Flotation + Concentration + based on south-east zone only1 Purification done at mine (Non-JORC and approxim
Slide 15: Tanzania Bunyu Graphite Project
Tanzania Bunyu Graphite Project Highlights Project KPIs 100% owned; Greenfield project; Mine life 22 years Bunyu is the largest JORC Mineral Indian Ocean Product Grade 94% TGC Resource 461Mt @ 4.9% TGC for 22.6Mt contained graphite & Proven Capex Stage 1 US$ 31.6m; Stage 2 US$ 173m Tanzania Lindi Re
Slide 16: Bunyu Graphite is Ideal for Li Ion Battery Anode
Bunyu Graphite is Ideal for Li Ion Battery Anode The Scanning Electron Microscopy image is of the concentrate-purity Bunyu graphite. It shows pale inclusions attributed to gangue, clearly located either on the surface of larger flakes or on edge planes. Typically, impurities are embedded as gangue i
Slide 17: Bunyu Graphite is Ideal for Li Ion Battery Anode
Bunyu Graphite is Ideal for Li Ion Battery Anode High Purity Graphite leading to High Purity Anode and Longer Life Battery Supplier A, Natural Graphite Anode Fe 30 ppm Supplier B, Natural Graphite Anode Fe + other 40 ppm Supplier C, Natural Graphite Anode Fe + Ni 35 ppm Bunyu Graphite after Purifica
Slide 18: JDA and MOU with 24M
JDA and MOU with 24M • MoU with 24M provides a pathway for Volt to supply CSPG directly to 24M licencees such as Volkswagen, Freyr, Kyocera, Fuijifilm • 24M to promote Volt as the preferred supplier for anode and/or cathode products to 24M’s licencees • JDA will focus on coated spheronised purified
Slide 19: Tanzania Open for Business
Tanzania Open for Business Tanzania is re-emerging as a favourable investment jurisdiction following change of leadership Her Excellency, Samia Suluhu Hassan, appointed as President in March 2021 following death of populist president John Magufuli President Hassan has signaled a desire to spur domes
Slide 20: Serbia Lithium Projects Jadar North Lithium
Serbia Lithium Projects Jadar North Lithium Hungary Highlights Four drillholes in the Jadar North licence application area Volt Resources has acquired 100% of encountered anomalous Lithium Asena which holds the rights to and Boron values – Rio Tinto and three license applications covering Asena occu
Slide 21: Natural Graphite Anode Roadmap
Natural Graphite Anode Roadmap 2023–2025 Industrialization Plan US based Natural Graphite Anode plant Plan Europe based Natural Graphite Anode plant Complete Feasibility Study Assess production sites Secure production site, conditional off takes, and LOI for Evaluate financing options financing Revi
Slide 22: Thank You
VOLT Thank You Bn
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