Nano One Materials Corp · TSX:NANO
Nano One Materials — Investor Presentation (April 2022)
12 slides from Nano One Materials's investor presentation, Apr 28, 2022
Slide 1: Changing How the World Makes Battery Materials
Changing How the World Makes Battery Materials Corporate Overview 20 Patents (35+ Pending) $25B+ Cathode Market (2025) ww Nano One Materials Corp. | TSX: NANO | FF: LBMB | OTC: NNOMF w. n a n o o n e . c a | 2022-04-28
Slide 2: Leadership & Advisors
Leadership & Advisors Dan Blondal Dr Stephen Campbell Alex Holmes Paul Matysek Dr. Yuan Gao Robert Morris CEO CTO COO Chairman Strategic Advisor Strategic Advisor 30+ yrs in tech at Kodak, 30+ yrs as Principal Scientist at CEO @ Plateau, Tech founder $2B+ growth LithiumX, Lithium1, 30+ yrs global ex
Slide 3: Lithium-ion Batteries
Lithium-ion Batteries Boost Performance Reduce Cost Capacity $ Raw Materials Reduce Waste Charge — Rodrigo V. Salvatierra, Weiyin Chen and James M. Tour Scale Cycling kWh Cathodes Source: doi: 10.1002/aesr.202000110 Patented Proven Piloted Partnered Standard Advanced Solid State w w w. n a n o o n e
Slide 4: One-Pot Process & Metal direct to Cathode (M2CAM)
One-Pot Process & Metal direct to Cathode (M2CAM) a platform for making coated single crystal NMC, LNMO & LFP LNMO NMC811 Undisclosed OEM’s x 2 partners Undisclosed Asian Cathode producer LFP w w w. n a n o o n e . c a 4 | Nano One Materials Corp. | TSX: NANO
Slide 5: Single Crystal Coated CAM adds Durability and Stability
Single Crystal Coated CAM adds Durability and Stability Current cathode Battery cycling causes Coated large particles are dense volume changes that single crystals and polycrystalline. lead to cracking of the can solve these The coating is added coating and particle problems but to the outer surface
Slide 6: The Cathode Supply Chain is LONG and COMPLEX
The Cathode Supply Chain is LONG and COMPLEX convert lithium to hydroxide Adds Energy, Cost and Handling coated cathode Li2CO3 LiOH (coating prone to cracks) Coating add add add GHG metals lithium coating Mn MnSO4 Co CoSO4 PCAM CAM CAM Ni NiSO4 convert metals to sulfate precursor kiln Adds Energy, W
Slide 7: Nano One's M2CAM
Nano One’s M2CAM Eliminates Complexity, Waste, Cost & Carbon Footprint M2CAM uses metals (or MCO3, OH or ..) & Li2CO3 Lithiated avoids sulfates & LiOH Everything goes precursor* with Thermal into One-Pot dopants and processing NMC,HVS, coatings (shorter time) Finished CAM Coating LMR Li2CO3 Mn Co Ni
Slide 8: Nano One Environmental Solutions for the TWh World
Nano One Environmental Solutions for the TWh World 3,000 North American and EU 2,500 Total Addressable Market CAM Tonnes (000's) 2,000 LFP Eliminate Prohibitive Waste Stream 1,500 NMC eliminate 2,300,000,000 kg/TWh sodium sulfate waste 1,000 5,000 500 4,500 LNM 4,000 0 2030 2020 2021 2022 2023 2024
Slide 9: Licensing Scenarios
Licensing Scenarios 1 production line = 5M kg/yr cathode for ~70,000 45kWh EV batteries Mn Coated Co Coating Single Ni Li2CO3 Crystal CAM An example of how a royalty could work … An example of how a joint venture could work … Assume $4+/kg savings could earn $1/kg in royalties Assume cathode selling
Slide 10: Nano One's Supply Chain Opportunities
Nano One’s Supply Chain Opportunities Licensing, JV & M&A can add value across the entire battery supply chain Materials Consolidation Drives Costs Battery Consolidation Drives Innovation Raw Materials Suppliers Cathode Producers Cell Producers OEMS NANO enables integration, NANO Provides mfg NANO E
Slide 11: Nano One Quick Reference
Nano One Quick Reference Quick Facts Expert Commentary Headquarters British Columbia, Canada (c. 2011) Keiji Kata – EVP and GM of Toyota’s battery business Employees 60+ Discussing the challenges for their next-gen electric powertrains: Market Capitalization C$167M (USD$130M) Shares: 96M "The hitch
Slide 12: Disclaimers
Disclaimers TSX: NANO | FF: LBMB | OTC: NNOMF Disclaimer: Nano One expressly warns readers not to rely on the information herein for investment or other related purposes. Accordingly, any use of this information is at the reader’s risk and without liability to Nano One. The information contained her
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