Chemx Materials Limited · ASX:CMX
Chemx Materials — Non-Deal Roadshow (June 2023)
28 slides from Chemx Materials's roadshow presentation, Jun 15, 2023
Slide 1: USA Roadshow
USA ROADSHOW ASX:CMX JUNE 2023
Slide 2: Important Information
2 Important Information This document is not for release in the United States or to us persons or persons acting for the account or benefit of us persons except as detailed below. Disclaimer and Forward-Looking Statements This document has been prepared by ChemX Materials Limited (ChemX Materials).
Slide 3: Why Invest In ChemX Materials (ASX:CMX)
3 Why Invest In ChemX Materials (ASX:CMX) • Right team, right commodities, right place, right time – and the time is NOW • 100% owned battery materials technology HiPurA® • 100% owned manganese mining assets in infrastructure rich province in South Australia • Experienced battery materials team with
Slide 4: ChemX Corporate
CHEMX CORPORATE
Slide 5: Corporate Overview
5 Corporate Overview CAPITAL STRUCTURE TOP SHAREHOLDERS ASX code CMX ASX code CMX Market capitalization $11.1M RJ&A Investments Pty Ltd 20.7% Listed shares 92.8M Archer Materials (ASX:AXE) 12.5% Top 20 shareholders 62.2M Directors and Management 10.0% Listed options 22.7M Share price at 1 May 2023 $
Slide 6: The Right Team To Deliver Shareholder Value
6 The Right Team To Deliver Shareholder Value • Existing Relationships With Battery Makers • Processing And Manufacturing • Capital Market Expertise • In-house HPA Technology POINT OF DIFFERENCE • Global Markets Marketing • Clear Alignment For Long-term Success
Slide 7: Board & Management
7 Board & Management Warrick Hazeldine Tara Berrie Alwyn Vorster Stephen Strubel Non-Executive Chair Non-Executive Director Non-Executive Director Executive Director / 20+ years’ experience across 15+ years experience in the 30+ years’ experience in resources, Company Secretary capital markets and s
Slide 8: Board & Management
8 Board & Management Mark Tory Peter Lee David Leavy Dr Nicholas Welham Chief Executive Officer Chief Operating Officer Marketing & Strategy Technical Consultant 30+ Years experience in corporate 20+ Years experience across 25+ years’ experience in 30+ years experience in minerals and operational ma
Slide 9: Integrated Business Model Of High Purity Materials Creating Shareholder Value
Integrated Business Model Of High Purity Materials 9 Creating Shareholder Value RESOURCE METAL CHEMISTRY MARKET FOR HIGH- BATTERY GLOBAL PURITY PRODUCTS TECHNOLOGY DECARBONISATION
Slide 10: Sustainability Is At The Heart Of ChemX
10 Sustainability Is At The Heart Of ChemX Building capacity in ESG reporting, systems and funding options. We live a culture of integrity, trust, innovation and responsibility to drive shareholder value. Meeting market demand for products that will make better batteries for a decarbonising world. E
Slide 11: ChemX Purpose
1 ChemX Purpose 1 CHEMX PURPOSE – delivering high-purity critical materials for the global battery industries and synthetic sapphire market.
Slide 12: ChemX Business Model
12 ChemX Business Model REVENUE STREAMS
Slide 13: Delivering A High Purity Manganese (HPM) Value Creation Strategy
DELIVERING A HIGH PURITY MANGANESE (HPM) VALUE CREATION STRATEGY
Slide 14: Manganese Essential In Batteries
14 Manganese Essential In Batteries • HPM is an essential lithium-ion battery cathode material – recent escalation in demand and awareness • HPM provides energy density, battery stability and reduced costs • Essential material of all major battery chemistries Graphic Elements from Visual Capitalist
Slide 15: Manganese Escalating Demand
15 Manganese Escalating Demand Manganese demand supported by emerging chemists COMMERCIALLY AVAILABLE NMx: Reportedly 5% cheaper than NCM, cobalt free. LNMO: In development since early 2000s but only just at commercialization. IN DEVELOPMENT LMFP: CATL started commercial production in 2022, several
Slide 16: Manganese Rich EV Batteries Making Global Headlines
16 Manganese Rich EV Batteries Making Global Headlines 7
Slide 17: Inflation Reduction Act (IRA) - A Development Pathway Partnership for CMX
17 Inflation Reduction Act (IRA) - A Development Pathway Partnership for CMX • Potential to build HPA plant close to battery making facilities as ChemX plant is scalable to requirements of end user • Manganese and high purity alumina (HPA) an opportunity for ChemX • IRA calls for no manganese source
Slide 18: ChemX Building HPM Strategy To Monetize Asset
18 ChemX Building HPM Strategy To Monetize Asset 1 100% Owned Manganese Mineral Deposit in South Australia 2 In-house Processing and Development Expertise 3 Customer Engagement and Qualification 4 Offtake and Development Partners
Slide 19: Eyre Peninsula Infrastructure Rich
19 Eyre Peninsula Infrastructure Rich • Close to existing infrastructure in South Australia including renewable energy with wind, solar and future hydrogen • Only 180km along mainly sealed roads to Port of Whyalla • Major airports for workforce expansion • Freehold farmland 7
Slide 20: Manganese Resource Definition Advanced
20 Manganese Resource Definition Advanced • CYQ1 2023 Resource definition drilling completed • Assay results completed • CYQ2 2023 Resource to JORC standard estimation • 100% ChemX owned Eyre Peninsula Drilling Campaign 2023
Slide 21: Our HPM Process
21 Our HPM Process • Beneficiation – simple crush, grind and gravity – low cost • Hydrometallurgical flowsheet proven in industry • Purification to HPM required by end users
Slide 22: Delivering HPM Timeline – Newsflow & Milestones Building
22 Delivering HPM Timeline – Newsflow & Milestones Building H1 CY23 H2 CY23 H1 CY24 H2 CY24 H1 CY25 H2 CY25 Drilling Completed Manganese Scoping Study Continue Exploration Exploration Resource Estimate Flowsheet Development Manganese Processing Pilot Plant Pilot Plant Pilot Plant (Pilot Plant) Desig
Slide 23: Delivering A High Purity Alumina (HPA) Value Creation Strategy
DELIVERING A HIGH PURITY ALUMINA (HPA) VALUE CREATION STRATEGY
Slide 24: HPA Markets
24 HPA Markets • Essential coating of separator in lithium-ion battery • Synthetic sapphire for LED and semi conductors • Aluminous products for emerging cathode chemistries
Slide 25: HiPurA HPA
25 ChemX HPA Process HiPurA® HPA • Utilise a chemical feedstock which is easily sourced, repeatable and plant can be built to size at various locations globally • Optimization of the HPA process is progressing via the Micro Plant • June 2023 Pilot Plant has been approved to start construction • In-h
Slide 26: Delivering HPA Strategy – Newsflow & Milestones Building
26 Delivering HPA Strategy – Newsflow & Milestones Building CYQ1 2023 CYQ2 2023 CYQ3 2023 CYQ4 2023 CYQ1 2024 CYQ2 2024 Commissioned 5N Testwork Aluminium Cathode Process Optimization and Operating Program Precursor Testwork Micro Plant In-house Lab Established Operation Detailed Design Commenced Co
Slide 27: Why Invest In ChemX Materials (ASX:CMX)
27 Why Invest In ChemX Materials (ASX:CMX) • Right team, right commodities, right place, right time – and the time is NOW • 100% owned battery materials technology HiPurA® • 100% owned manganese mining assets in infrastructure rich province in South Australia • Experienced battery materials team wit
Slide 28: Thank You
THANK YOU WEBSITE chemxmaterials.com.au JOIN OUR MAILING LIST chemxmaterials.com.au/contact MARK TORY STEPHEN STRUBEL Chief Executive Officer Executive Director – Investor Relations mark@chemxmaterials.com.au stephen@chemxmaterials.com.au +61 488 188 638 +61 404 400 785