Nanoxplore, Inc. · TSX:GRA
Nanoxplore — Shareholder Meeting (December 2023)
25 slides from Nanoxplore's shareholder meeting presentation, December 2023
Slide 1: Annual General Meeting
ANNUAL GENERAL MEETING TSX: GRA OTCQX: NNXPF TSX: GRA Presentation OTCQX: NNXPF December 2023
Slide 2: Forward-Looking Statement
FORWARD-LOOKING STATEMENT This presentation contains express or implied forward-looking statements, which are based on current expectations of management. These statements relate to, among other things, our expectations regarding management’s plans, objectives, and strategies. All statements other t
Slide 3: NanoXplore at a Glance
NANOXPLORE AT A GLANCE Advanced material “Blue chip customers” Ticker TSX: GRA Company founded in • Paccar • Caterpillar $388 million • Volvo • Ge Market Cap Nov. 07 • Ford • Solmax • Daimler • Itron Cash $29 million Morgan • Gerdeau 2011 • Olsen Total Debt $7 million Largest Graphene Producer 10 Pr
Slide 4: Manufacturing Footprint & Process
MANUFACTURING FOOTPRINT & PROCESS High Cost Environmentally Volume Effective Friendly GIMLI* BEAUCE1* CAMBRIDGE* * Enhanced products in other form factors (masterbatch, compounded pellets and composite parts) SWITZERLAND* St-Ephrem, QC Winnipeg, MB MONTREAL1 Vallorbe, Swiss Montreal, QC Mississauga,
Slide 5: Highlights of Recent Developments
HIGHLIGHTS OF RECENT DEVELOPMENTS August 2022 NanoXplore acquires assets of XG Sciences August 2023 Agreement with OEM for 1GWh SiG strong performance result March September 2023 NanoXplore purchased Martinrea’s 2023 stake in VoltaXplore & extend graphene agreement with Martinrea 3 programs from 2 e
Slide 6: FQ1 2024 Corporate Highlights
FQ1 2024 CORPORATE HIGHLIGHTS Quarterly Key Developments TOTAL REVENUES $35,000 TOTAL REVENUES (in $000s) $29M up 6% $30,000 Transportation DRIVERS: $25,000 The Corporation has been awarded 3 programs from 2 existing clients § Positive product mix including graphene-enhanced products $20,000 § Highe
Slide 7: The Potential Evolution as a Leading Graphene Producer
THE POTENTIAL EVOLUTION AS A LEADING GRAPHENE PRODUCER THE SET-UP OUR PLAN OUR VISION PHASE 1 PHASE 2 PHASE 3 2017-2022 2023-2026 2026+ DE-RISKED & CAPEX GROWTH & POSITIONED FOR SUCCESS EXECUTION POSITIVE YIELDING RESULTS • Strengthened our balance sheet § $120M graphene, battery and battery § Benef
Slide 8: 5 Year Strategy at a Glance
5 YEAR STRATEGY AT A GLANCE We believe our products add value to these markets: Battery Materials Light weighting composites Specialty compounds Graphene enhanced SMC products § Cement additive § Anode Active Material § Dry processed graphene § Drilling fluid additive § Conductive additive for batte
Slide 9: NanoXplore's Anode Material
NANOXPLORE’S ANODE MATERIAL SG-X Energy Storage Anode Material Coated Spherical Purified Graphite Li-ion Battery Anode NanoXplore’s CSPG (Coated Spherical Purified Graphite) is a perfect solution for your energy storage needs. Our high-quality, precision-engineered, coated spherical graphite particl
Slide 10: NanoXplore's Dry Processed Graphene
NANOXPLORE’S DRY PROCESSES GRAPHENE Unveiling a Large-Scale Dry Process for Manufacturing of Graphene: Cost Competitiveness and Scalability Technological Advancement: Capacity and Square Footage Utilizes advanced exfoliation technology with innovative • Net 8,000 metric tons capacity in 2026 with $2
Slide 11: SMC Market Data
SMC MARKET DATA 11 TSX: GRA - OTCQX: NNXPF
Slide 12: SMC Market Data (Lucintel)
SMC MARKET DATA (LUCINTEL) 2021 global market size is $3 Billion USD, and is expected to reach an estimated $4.2 billion by 2027 with a CAGR of 5% from 2022 to 2027 The demand for SMC materials has been growing rapidly. Much of the growth in this market can be attributed to the following factors: §
Slide 13: GrapheneBlack SMC Benefits
GRAPHENEBLACK SMC BENEFITS Stronger, Lighter, Higher Quality Parts Using ü Superior surface quality; reduced surface waviness ü Significant light weighting compared to traditional SMC ü Significant increase in mechanical strength and safety factors ü Improved moisture and humidity absorption ü Impro
Slide 14: Speciality Compound - Vectors
SPECIALITY COMPOUND - VECTORS CONCRETE DRILLING FLUID POLYURETHANE FOAM PE/PP INCLUDING RECYCLED PRODUCT OFFERING PRODUCT OFFERING PRODUCT OFFERING PRODUCT OFFERING Graphene powder to Graphene powder to Oil and Graphene powder and Graphene powder to admixture manufacturers Gas companies to formulate
Slide 15: Successful Commercialization Steps
SUCCESSFUL COMMERCIALIZATION STEPS High Quality Speciality Enhanced Graphene Mixing Products High-Quality Graphene Production High Quality Mixing Enhanced Products § Scalable, green-technology § Partnering with customers and § Strong performance/cost ratio § Large volume at low cost mixing companies
Slide 16: Carbon Fiber
CARBON FIBER 16 TSX: GRA - OTCQX: NNXPF
Slide 17: VoltaXplore
VOLTAXPLORE VoltaXplore Inc., a wholly-owned subsidiary of NanoXplore Inc., is a Canadian manufacturer of proprietary designed and graphene-enhanced cylindrical lithium-ion batteries VoltaXplore will play a strategic role in the Quebec and Canadian battery value chain and will become a critical supp
Slide 18: VoltaXplore's Business Model
VOLTAXPLORE’S BUSINESS MODEL 18 TSX: GRA - OTCQX: NNXPF
Slide 19: Where We Are Today
WHERE WE ARE TODAY • Operational since March 2022 The successful commissioning of the demonstration • Production of 18650 and 21700 cylindrical facility was essential in testing the technology and proving batteries Capacity: 1 MWh out its performance advantages in real-life applications such as impr
Slide 20: Go to Market Approach
GO TO MARKET APPROACH A Sales Approach Tailored by End Customers 1 Original Equipment CORE FOCUS Manufacturers Signed deal with a commercial vehicle and bus OEM for 10 years (50% of Capacity) starting from 2026 for 1GWh/Y PRICE 2 SPECIFICATIONS Pricing Battery Pack and strategy Module Includes manuf
Slide 21: SiG: Why Silicon Graphene
SiGTM Why silicon graphene (instead of silicon alone)? 10X CAPACITY LOW CONDUCTIVITY POOR STABILITY Chemistry & Form Factor Agnostic Cost Competitive Proprietary Technology 21 TSX: GRA - OTCQX: NNXPF
Slide 22: SiG Development Evolution
SiGTM DEVELOPMENT EVOLUTION YEAR GENERATION CAPACITY RETENTION EXPANSION Carbon Black 2011-2013 GEN 1 3.0 80% @ 200 cycles 53% 2014-2015 GEN 2 80% @ 300 cycles (70% @ 500 cycles) 40% 2015-2019 GEN 3 80% @ 600 cycles (65% @1000 cycles) 35% 2019-2023 GEN 4 80% @ 800 cycles 30-34% 2023- Ongoing GEN 5 8
Slide 23: VoltaXplore Power Cells
VOLTAXPLORE POWER CELLS Strong Performance of the Newly Patented SiGTM Anode Additive Solution in Battery Cells § Patent-approved Silicon/Graphene anode additive solution under the trademark SiGTM § Our versatile SiGTM solution covers a range of different chemistries and extend to all cylindrical ce
Slide 24: Location of New Facility
LOCATION OF NEW FACILITY VoltaXplore is planning to construct a 2 GWh lithium-ion battery cell facility in Terrebonne, Quebec 350,000 sq. ft. Facility Design Concept The project involves the construction and commissioning of a Gigafactory in Terrebonne, Quebec § Proximity of location to Montreal wil
Slide 25: Contact
4500 Thimens Blvd, Montreal, Canada, QC H4R 2P2 www.nanoxplore.ca TSX: GRA | OTCQX: NNXPF 25 TSX: GRA - OTCQX: NNXPF