Iperionx Ltd. · ASX:IPX
Iperionx — Investor Webinar April 2023
22 slides from Iperionx's conference presentation, April 2023
Slide 1: Corporate Presentation – Investor Webinar April 2023
Corporate Presentation Investor Webinar – April 2023 NASDAQ & ASX: IPX ABN 84 618 935 372
Slide 2: Disclaimers
Disclaimers Forward Looking Statements Information included in this release constitutes forward-looking statements. Often, but not always, forward looking statements can generally be identified by the use of forward looking words such as “may”, “will”, “expect”, “intend”, “plan”, “estimate”, “antici
Slide 3: Our vision: sustainably re-shore titanium metal production in the U.S.
Stronger than steel & aluminum Our vision: Sustainably re-shore titanium metal production in the U.S. – and disrupt the stainless steel and Lighter weight than steel aluminum markets Superior corrosion resistance 3
Slide 4: How?
How? Build metal production in the short term & integrate with minerals production in the medium term Scale metal production capacity via our revolutionary patented titanium metal technology using titanium scrap as a raw material 1 o Enables 100% recycled content in titanium products - fully circula
Slide 5: Why focus on titanium?
Why focus on titanium? Strategic need for a non-China & Russia supply chain Current titanium defense applications Global titanium sponge capacity ~72% China & Russia U.S. Airforce U.S. Army U.S. Navy F-35 Lighting M777 Howitzer SSN774 Virginia Class SPONGE CAPACITY Metric tons per annum M1 Abrams LP
Slide 6: Why focus on titanium? Estimated Life Cycle CO2e Emissions
Why focus on titanium? Opportunity to develop a low-cost, sustainable titanium supply chain Carbon emission estimates of stainless steel, aluminum, and Current supply chain is non-circular and high waste titanium ingot (via Kroll) 50 Estimated Life Cycle CO2e Emissions 40 (kg CO2e / kg metal) 30 20
Slide 7: Why focus on titanium? Massive potential market opportunity
Why focus on titanium? Superior metal with massive potential market opportunity ~$200bn* ~$165bn* ~$4bn* Titanium Market1 Aluminum Market2 Stainless Steel Market3 Titanium 6Al-4V Ingot – U.S. FOB 6000-Series Aluminum – 48” Coils, U.S. EXW 316 Stainless Steel, HRC, Int. Avg. EXW Q1-2023 Spot Price ~$
Slide 8: What is our solution?
What is our solution? Our revolutionary patented technology aims to re-shore a sustainable and low- cost titanium metal supply chain IperionX sustainable, 100% recycled spherical powder-to-part supply chain (Zero scope 1 & 2 carbon emissions, low cost and environmentally superior process that uses l
Slide 9: What are we doing today?
What are we doing today? Producing recycled titanium powders at our Industrial Pilot Facility Revolutionary technology from the University of Utah, funded by the U.S. Department of Energy ARPA-E program 100% scrap feedstock used in production, with zero scope 1 and 2 greenhouse gas emissions 9
Slide 10: What are we doing today? Securing major potential partners
What are we doing today? Using our titanium powder production to secure major potential partners across industries Existing collaborations1 Target collaborations U.S. Additive Luxury Bikes & Consumer Industrial Green Hydrogen Automotive Defense Manufacturing Goods Micromobility Electronics Applicati
Slide 11: Where are we going in 2023?
Where are we going in 2023? Building our Titanium Demonstration Facility in Halifax County, Virginia 125tpa 100% recycled content & low Phase 1 targeted production rate emissions ~US$20 million Projected initial capital cost1 Recycling certification and LCA being completed 1. See ASX announcement da
Slide 12: Where are we going in the future?
Where are we going in the future? Building a sustainable, integrated and low-cost U.S. titanium supply chain Industrial Pilot Facility Titanium Demonstration Facility R&D and 100% recycled titanium First commercial titanium powder powder production production facility, targeting 125tpa Salt Lake Cit
Slide 13: Major value-adding, near-term, catalysts
Major value-adding, near-term, catalysts ✓ Secure strategic partners for our titanium metal operations Corporate Overview (NASDAQ / ASX Ticker Symbol: IPX) ✓ Test powders and/or prototype parts with prospective customers $10.00 ✓ Secured customer & government validation Secure additional customers a
Slide 14: Supporting Information
Supporting Information 14
Slide 15: Senior leadership team
Senior leadership team Anastasios “Taso” Arima Todd Hannigan Co-founder, Director & CEO Executive Chairman Successful entrepreneur, founder of multiple $1billion+ companies, including 25+ years of global experience in natural resources as company founder, CEO, most recently Piedmont Lithium (Nasdaq:
Slide 16: We are an industrial technology company which can disrupt the metals sector
We are an industrial technology company which can disrupt the metals sector, with our sights on stainless steel & aluminum Machinery, Consumer Metal Automotive & Construction Metal & Global Market Size1 Equipment, & Other Products Transportation Materials Electronics Stainless Steel Market ~$76bn ~$
Slide 17: We are leveraged to the growth of the Additive Manufacturing industry
We are leveraged to the growth of the Additive Manufacturing industry – we are the potential “Ink” for 3D printers Global Market for Metal AM Powder - by Metal Global Market for Metal AM Powder - by Jurisdiction $7.0 $7,000 North America Europe Asia Pacific China Rest of World $6.0 $6,000 $5.0 $5,00
Slide 18: Scrap generation in the U.S. titanium supply chain
Scrap generation in the U.S. titanium supply chain ▪ A significant amount of scrap is lost, or un-usable, in the current U.S. supply chain ▪ IperionX’s technology provides a potential pathway to sustainably recycle this scrap to produce valuable titanium metal Titanium supply chain – scrap generatio
Slide 19: Titan Project: potential multi-decade source of U.S. titanium
Based on the results of our Scoping Study, the Titan Project is a potential multi-decade source of U.S. titanium, with significant rare earth co-product ▪ Geological formation targeted is the McNairy Sand, a massive formation extending North- South through West Tennessee ▪ Projected 25-year initial
Slide 20: Simple, conventional extraction and processing to produce multiple product streams
Simple, conventional extraction and processing to produce multiple high-value product streams including rare earths 90%+ of the sand extracted is returned to void for reclamation Rare Earth Sustainable Wet Rare Earth Rare Earth Energy Fuels McNairy Sand Concentrate Separated Rare Mineral Concentrati
Slide 21: HAMR – the breakthrough science behind the revolutionary process
HAMR – the breakthrough science behind the revolutionary process ▪ Most common metals can be reduced to metal from oxides by carbon (or Hydrogen effect on the Ti-O bonds hydrogen) - this is not the case for Titanium Dioxide (“TiO2”) because of Ti-O bonds at various weight percent (solid lines) vs. T
Slide 22: Further information contact
Further information contact: info@iperionx.com