Black Swan Graphene Inc · TSXV:SWAN
Black Swan Graphene — Investor Presentation (October 2023)
28 slides from Black Swan Graphene's investor presentation, October 2023
Slide 1: Corporate Presentation Q4 2023
CORPORATE PRESENTATION Q4 2023
Slide 2: Cautionary Statements
Cautionary Statements This document is a presentation dated for reference January 2022 (the “Presentation”) regarding Black Swan Graphene Inc. (the “Company”) current as of January 2022, unless stated otherwise. It is information in a summary form and does not purport to be complete. The Presentatio
Slide 3: Highlights
Highlights C$7M • Bulk Graphene: Multi-Billion Dollar Addressable Markets, notably in concrete and polymers. XETRA: R96 • Black Swan Graphene Inc. acquired graphene production Intellectual Property, 16 patents granted internationally, Current Cash Position and know-how from Thomas Swan & Co. Ltd. •
Slide 4: Scoping Study Operational Highlights
Scoping Study Operational Highlights C$1B NPV XETRA: R96 Projected construction period: 18 months Project life: 25 years Size of facility: 40,000 square feet Maximal projected production: 9,868 tonnes per annum 54% IRR OTCQB: BSWGF Annual revenue estimate at maximal production rate: C$167.5 M Averag
Slide 5: Fully Integrated Supply Chain Providing a Turnkey Solution
Fully Integrated Supply Chain Providing a Turnkey Solution to the Construction and Concrete Industries Announced on March 27, 2023 5
Slide 6: Valuation and Ownership
Valuation and Ownership NanoXplore Inc. $391M Zentek Ltd. $171M Graphene Manufacturing Group Ltd. $108M XETRA: R96 Directa Plus PLC $44M First Graphene Ltd. $30M Black Swan Graphene Inc. $42M Versarien PLC $7M $0 $100 $200 $300 $400 $500 OTCQB: BSWGF Market Capitalization (mm) RTO/Concurrent Financi
Slide 7: Corporate Leadership
Corporate Leadership Simon Marcotte, CFA Michael Edwards Mr. Harry Swan President, CEO, and COO, Director Chairman of the Director Board Mr. Edwards has more than 30 years of manufacturing and XETRA: R96 Mr. Marcotte has 25 years of Mr. Swan is the owner capital market and corporate business experie
Slide 8: Corporate Leadership
Corporate Leadership XETRA: R96 Greg Duras Paul Hardy Chris Herron CFO VP Corporate Development VP Research & Product Mr. Hardy’s career spans 30 Development Mr. Duras has over 15 years of corporate and project years in Capital Markets and Dr Herron brings over 10 years finance experience in the pri
Slide 9: Corporate Leadership
Corporate Leadership XETRA: R96 Brad Humphrey Dr. David Deak Henri Wilhelm Independant Director Independent Director VP Technology Mr. Humphrey has over 25 Dr. David Deak is President of Mr. Henri Wilhelm has more years of international mining Marbex LLC, running a portfolio than 15 years of experie
Slide 10: Corporate Leadership
Corporate Leadership XETRA: R96 Roy McDowall Peter Damouni Aidan Sullivan Director Executive Director VP – Strategic Initiatives Mr. Damouni has over 20 years of Mr. Sullivan has over 20 years Roy McDowall, a Director of corporate and investment of experience building and Mason Graphite Inc., is a c
Slide 11: What is Graphene
What is Graphene Flake Graphite Bulk Graphene (GNP) Single Layer Graphene XETRA: R96 • Layers of carbon atoms • Few layers of carbon atoms • Single layer of carbon atoms arranged in a hexagonal arranged in a hexagonal structure arranged in a hexagonal structure (≈200,000 to (≈5 to ≈100 layers) struc
Slide 12: Bulk Graphene Target Markets: Concrete
Bulk Graphene Target Markets XETRA: R96 Concrete • Large market – over 20 billion tonnes/year consumed (≈c$1,200 billion) • Market Potential: 2,000,000 tonnes of graphene demand OTCQB: BSWGF • Concrete responsible for 8%+ of global greenhouse gas emissions • Similar strength achieved using ≈40% less
Slide 13: Bulk Graphene Target Markets: Polymers
Bulk Graphene Target Markets XETRA: R96 Polymers • Global Plastic Additive market: ~$40B annually • Graphene is a game changer for polymers • Multiple benefits of bulk graphene as an additive: OTCQB: BSWGF • Light weighting: weight reduction for transportation driving Electric Vehicle adoption, even
Slide 14: Bulk Graphene Target Markets: Tires and Carbon Black
Bulk Graphene Target Markets XETRA: R96 Tires and Other Carbon Black Replacements • Carbon black market: ≈$18B annually (12Mt), approximately 60% to 70% used in car tires • Bulk graphene can improve tire performance (or lower cost depending on loading factor) and is a greener product compared to car
Slide 15: Fully Integrated Supply Chain Providing a Turnkey Solution
Fully Integrated Supply Chain Providing a Turnkey Solution to the Construction and Concrete Industries At its core, Black Swan and NERD arranged an equity swap where each Arup entered into a partnership with NERD, for company own approximately 5.0% of the outstanding shares of the the ownership of 4
Slide 16: Integrated Production with Nouveau Monde Graphite
Integrated Production with Nouveau Monde Graphite XETRA: R96 OTCQB: BSWGF Letter of intent (“LOI”) with Nouveau Monde Graphite Inc.: • Black Swan Graphene to establish graphene production capacity within Nouveau Monde’s graphite processing plant in Saint-Michel-des-Saints, Québec, Canada TSX-V: SWAN
Slide 17: Formal Partnership with Nationwide Engineering via 5% Equity Swap
Formal partnership with Nationwide Engineering (“NERD”) via a 5% Equity Swap XETRA: R96 OTCQB: BSWGF • NERD has developed a graphene-enhanced admixture for concrete, Concretene, which can significantly increase the strength of concrete, which accounts for approximately 8% of global CO2 emissions. •
Slide 18: Global Reach via Partnership with Arup
Global Reach via partnership with Arup Arup is an engineering Arup Group Limited, a globally consultancy firm with 18,000 recognised design and engineering firm experts working across 140 has been building, in partnership with countries, with countless the NERD, expertise and know-how on XETRA: R96
Slide 19: Agreement with Gerdau Graphene
Agreement with Gerdau Graphene XETRA: R96 OTCQB: BSWGF • Execution of a multi-year Master Distributorship Agreement with Gerdau Grafeno Ltda (“Gerdau Graphene”), a wholly owned subsidiary of Gerdau S. A. focused on the development of chemical additives, mineral additives and masterbatches with graph
Slide 20: Patented Manufacturing Process
Patented Manufacturing Black Swan uses a “top-down”, High Shear Liquid Phase Exfoliation process to produce 2D materials in large volume, Process notably graphene of multiple layers delivering a sub-set of the properties of single layer graphene XETRA: R96 • Technology already scaled up three times
Slide 21: Product Performance
Product Performance Several factors, including dispersion, will impact product XETRA: R96 performances but in reality, only end-product performance matters Polymers: 80% improvement in Abrasion Data INDEPENDENTLY measured by Resistance in TPU with (see below)* the Graphene Engineering Concrete: 38%
Slide 22: Carbon Fiber Adoption
Carbon Fiber Adoption XETRA: R96 As Carbon Fiber experienced in the 1990’s, Exhibit 29: Global demand for carbon fiber took off as a result of lower prices Bulk Graphene market penetration accelerating rapidly with availability of lower cost production OTCQB: BSWGF Generally speaking, graphene impro
Slide 23: Potential Market Size
Potential Market Size XETRA: R96 • Graphene adoption finally taking place in industrial applications • Lead by the largest prospective OTCQB: BSWGF markets: Concrete and Polymer Additives • Black Swan’s economies of scale for bulk graphene production set to accelerate as a result TSX-V: SWAN 23
Slide 24: OTCQB: BSWGF XETRA: R96
24 TSX-V: SWAN OTCQB: BSWGF XETRA: R96
Slide 25: Some Other Recent Applications of our Graphene
Some Other Recent Applications of our Graphene In September 2021, graphene resulting from the patented XETRA: R96 process owned by Black Swan Graphene was used by Nationwide Engineering in the concrete mix poured during the construction of a CA$30.5M residential development 150 km west of London, En
Slide 26: Battery Materials Potential
Battery Materials Potential XETRA: R96 "Aims to improve energy density, power density and low temperature performance of battery technologies through application of innovative carbons” OTCQB: BSWGF “Johnson Matthey (JM), (…) has teamed up with (…) Thomas Swan, one of the UK’s leading independent che
Slide 27: Post RTO Initial 24-month Budget
Post RTO Initial 24-month Budget XETRA: R96 Year-1 Year-2 G&A .872m .872m OTCQB: BSWGF Legal, Patent/Trademark Management, Audit, TSX, etc. .728m .728m Optimization, R&D, Customer Testing .65m .65m Partnerships, Government Lobbying, Branding .53m .4m PEA, Feasibility Study .2m .6m Capital Market Fee
Slide 28: TSX-V: SWAN OTCQB: BSWGF XETRA: R96
TSX-V: SWAN OTCQB: BSWGF XETRA: R96 Simon Marcotte, President & CEO Paul Hardy, VP Corporate Development +1 (647) 801-7273 +1 (416) 844-7365 smarcotte@blackswangraphene.com phardy@blackswangraphene.com Black Swan Graphene Inc. │ 1410-120 Adelaide Street West, Toronto, Ontario, Canada M5H 1T1
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