Syrah Resources Limited · ASX:SYR
Syrah Resources — Benchmark World Tour Conference (September 2018)
18 slides from Syrah Resources's conference presentation, Sep 19, 2018
Slide 1: Operating the World's Largest Graphite Mine
For personal use only Operating the World’s Largest Graphite Mine Shaun Verner, Managing Director & CEO 19 September 2018 0 0
Slide 2: Important notice and disclaimer
Important notice and disclaimer For personal use only This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction.
Slide 3: Balama Operations
For personal use only Balama Operations 2
Slide 4: Balama Graphite Operation – a Tier 1 producing asset
Balama Graphite Operation – a Tier 1 producing asset For personal use only Location • Mozambique (Cabo Delgado Province) Reserves and • Graphite Reserves(1): 114.5Mt at 16.6% Total Graphitic Carbon (TGC) - 18.9Mt of contained graphite Resources • Graphite Resources(1): 1,191Mt at 11.0% TGC - 128.5Mt
Slide 5: Safety, environment and community
Safety, environment and community For personal use only Safety Environment Community • Environmental Monitoring Program in • Balama direct employees, 94% line with >200 license conditions Mozambican Nationals and >55% from Dryer outage: Plant re-routed to produce higher portion of fines local commun
Slide 6: Balama workforce – committed to local employment
Balama workforce – committed to local employment For personal use only Balama Host Community Balama Mozambican Nationals % Balama Operations Direct Employee Split 500 100% Support Mining 100 Functions 3% 80% 80 9% Dryer outage: Plant re-routed to Mine & 60% 60 produce higher portion of fines Enginee
Slide 7: Balama Graphite Operation ramp-up
Company update For personal use only • The ramp-up and de-risking of Balama is well advanced(1) • Balama is on track to achieve CY2018 production guidance of 135kt to 145kt(2), enabled by significant month on month production performance improvement: • 43% production volume uplift for July (relative
Slide 8: Balama mine layout
Balama mine layout1 For personal use only Contractor Mining Fleet • 2 x Liebherr 974 Excavator • 1 x Liebherr 964 Excavator (back up) • 9 x Bell B40 ADT Trucks (40 tonne) • 6 x Sino Howo Rigid Trucks (50 tonne) Fines • 1 x Cat D8 Dozer • 1 x Cat 140H Grader • 2 x 20kl Water Trucks • 2 x Cat 986 Load
Slide 9: Balama Processing
For personal use only Balama Processing 8
Slide 10: Balama processing overview
Balama processing overview For personal use only Flake Cleaner, Primary Milling & Crushing & Storage Secondary Mill Flotation & Classification Polishing Fines Cleaner Secondary Flotation & Grinding Polishing Flake Filtration Flake Drying Dry Screening Product Bagging Fines Filtration Fines Drying Dr
Slide 11: Balama flyover
Balama flyover For personal use only www.youtube.com/watch?v=oJnvZS4r9wg 10
Slide 12: Flow sheet – Flotation
Flow sheet – Flotation For personal use only Balama Flotation Cells Overview Graphite Recovery • 51 flotation cells with 3 cell banks; Higher recovery enabled by • Rougher – treats fresh feed improved plant stability and higher feed rates • Cleaners – treats concentrate 80% • Scavenger – treats tail
Slide 13: Flow sheet – Attrition Cells
Flow sheet – Attrition Cells For personal use only Fixed Carbon (FC%) % Total Production Industry Standard Product Grade (93% to 95%)(1) 93% 94% 95% 96% 97% 98% Fixed Carbon (FC%) Balama Operation Flow Sheet – Flake Circuit extract (1) FC% range generally quoted by external reporting price agencies.
Slide 14: Ramp-up of the world's largest graphite mine accelerating
Ramp-up of the world’s largest graphite mine accelerating For personal use only • Strong safety record with Total Recordable Injury Frequency Rate (TRIFR) of 1.0 at Balama as at end August 2018 • Ongoing strong Government and Community support • Production improvement plan delivering results • On tr
Slide 15: Logistics
Logistics For personal use only Trucking (Mine to CDF to Port Balama Production Plant CDF Operations Port Services Shipping the CDF) Return Circuit - Bag - Customs check - Unload to store or - Truck - Load shipping - Align with sales order - Tag - Select pack into containers - Final shipping - Bill
Slide 16: Market entry and sales strategy changing global trade flows
Syrah's market entry and sales strategy is changing global trade flows – Syrah expected to be the largest producer of natural graphite in 2018 For personal use only Strategic focus: Strategy focused on delivering diversification of revenue across customers, market segments and geographies Syrah's st
Slide 17: BAM strategy evolving as market develops
BAM strategy evolving as market develops – strategic opportunity to accelerate entry to final anode product market For personal use only Strategic Context • Syrah’s BAM strategy reflects: Lithium-ion battery supply chain – Natural Graphite • Evolving Battery Anode Material (BAM) market, ongoing enga
Slide 18: Investment highlights
Investment highlights For personal use only • Long life asset, with over 50 years of mine life(1) and 350kt per year of graphite concentrate production capability (2) • Balama is the largest natural graphite mine globally as measured by annual flake concentrate production capacity Balama: a Tier 1 a
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