Waratah Minerals Limited · ASX:WTM
Waratah Minerals — BMI Seoul Conference September 2019
26 slides from Waratah Minerals's conference presentation, Sep 23, 2019
Slide 1: Battery Minerals Limited - BMI Seoul Conference Presentation
Battery Minerals Limited BMI - Seoul Conference Presentation September 2019
Slide 2: Positioned to Rapidly Respond to Clean Energy Growth
Positioned to Rapidly Respond to Clean Energy Growth 1. Two world class, low cost, long life graphite projects a. Montepuez Graphite Project b. Balama Central Graphite Project 2. Montepuez is fully permitted and at an advanced stage of development 3. Potential for phased, market driven expansion to
Slide 3: Well Positioned for Development & Growth
Well Positioned for Development & Growth Graphite Market Further Value Our Projects Company Community Forward Plan 3
Slide 4: Graphite Market
MINERALS Graphite Market il BATTERY 4
Slide 5: Energy storage highly reliant on Graphite
Energy storage highly reliant on Graphite VOLKSWAGEN • Will require 300 GWh1 of annual battery cell supply = approximately 220,000tpa Graphite • To invest €1 billion in battery cell production in Germany2 • To release 20 EV models over next 6 years2 VOLVO • All new vehicles launched after 2019 to be
Slide 6: It's not just about Energy Storage
Refractory +41% It’s not just about Energy Storage Friction & Lubricants +26% Even in the short-term to 2023, a significant increase in demand is forecast in Expandables +49% traditional graphite sectors1. 1. Benchmark Mineral Intelligence 6
Slide 7: Lack of investment will result in supply uncertainty
Lack of investment will result in supply uncertainty Point of potential large graphite supply shortfall Start of potential graphite shortage Source: Benchmark Mineral Intelligence and Battery Minerals analysis 7
Slide 8: Our Projects
MINERALS Our Projects il BATTERY 8
Slide 9: Our Projects
Our Projects Pemba Port: 8-12m deep berthing draft, 60km unsealed Capacity: 3 – 4Mtpa cargo and goods road Vessels: Geared - 30,000dwt to 40,000dwt vessels, 200km sealed road from 60km sealed road Pemba to town of Montepuez Shipping Route: Coastal shipping route between Durban and Dar es Salam Port
Slide 10: Montepuez Graphite Project - Stage 1
Montepuez Graphite Project - Stage 1 Montepuez Graphite Project Stage 1 Montepuez Graphite Project1 Production Output +50,000 tpa November 2018 Ore Reserve Estimate 3 Deposit Ore type Ore (Mt) TGC (%) Construction Capex US$39.0 M Weathered 3.58 8.31 C1 Opex (first 10yrs) US$361/t concentrate Buffalo
Slide 11: Montepuez Graphite Project - Status
Montepuez Graphite Project - Status The project is at an advanced stage of development; Montepuez 3D Plant Layout Concentration • Mining and environmental licences approved Plant • Detailed engineering 70% complete • Key service vendors identified Milling and Sizing • Key long lead items procured an
Slide 12: Plant Site Earthworks - Complete
Plant Site Earthworks - Complete Mine Services Area Primary Crusher Plant Offices, Workshops and Laboratory Milling Area Process Plant Drying and Product Stores 12
Slide 13: Tailings Storage Facility (TSF) Wall - Complete
Tailings Storage Facility (TSF) Wall - Complete 13
Slide 14: 100 Man Camp - Complete
100 Man Camp - Complete i BATTERY
Slide 15: Balama Central Graphite Project
Balama Central Graphite Project Balama Central Graphite Project Feasibility Study Dec 2018 Total Mineral Resource 2 Cont. Domain Type Tonnage TGC Production Output 58,000 tpa Graphite Capex (pre-production) US$69.4 M Mt % kt Opex (first 8 yrs) US$363/t concentrate Weathered 3.2 15.7 498 High Grade G
Slide 16: Community Engagement
MINERALS Community Engagement Fal BATTERY is
Slide 17: Building Sustainable Outcomes
Building Sustainable Outcomes TSF Wall Collaborating with Our Community in Medical and Educational Support to Help Build a Sustainable Future Supporting Local Clinic A Meeting of Leaders Supporting Education Fresh Water Boreholes Training, Safety and Health are a Primary Focus Supporting Local Farme
Slide 18: Further Value Potential
MINERALS Further Value Potential Fal BATTERY n
Slide 19: High Purity Flake and Anode Material Testwork
High Purity Flake and Anode Material Testwork • Testwork programme undertaken by Urbix in the USA • Preliminary spheroidization results; • Purification success with Urbix environmentally friendly, low • >75% recovery – typical industry recoveries 40% – 45% temp <80oC, non-HF process with no impact o
Slide 20: Our Company
MINERALS Our Company Fal BATTERY a
Slide 21: Board and Executive Management
Board and Executive Management Share Price for last 12 months David Flanagan Ben Vanroon Chairman Chief Operating Officer Jeremy Sinclair Nick Day Managing Director Chief Financial Officer Daniel Taylor Jeff Dowling Head of Marketing Lead Independent Director Naomi Scott General Counsel Capital Stru
Slide 22: Forward Plan
MINERALS Forward Plan Fal BATTERY a
Slide 23: Positioned to Respond to Growing Diversified Graphite Market
Positioned to Respond to Growing Diversified Graphite Market Forward Plan Montepuez 3D Plant Layout 1. Montepuez Graphite Project Concentration • Finance the project Plant • Complete Engineering, Procurement and Award of Contracts • Construct and Commission (15 months from construction start) Millin
Slide 24: Clean Energy will Drive Battery Mineral Growth
Clean Energy will Drive Battery Mineral Growth 1. Two world class, low cost, long life graphite projects; ideally located to existing infrastructure 2. Montepuez Graphite Mine fully licensed and at an advanced stage of development 3. Montepuez’ flake concentrate suitable for growing traditional grap
Slide 25: www.batteryminerals.com
www.batteryminerals.com 25
Slide 26: Disclaimer
DISCLAIMER Forward Looking Statements • Statements and material contained in this Presentation, particularly • The information in this report that relates to Battery Minerals’ • Battery Minerals confirms that it is not aware of any new those regarding possible or assumed future performance, resource
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