Slide 1: Development Update
ASX: EGR FSE: FMK ENGINEERING CLEAN ENERGY Development Update M AY 2 0 2 0 www.ecograf.com.au
Slide 2: Vertically integrated graphite business poised for development
Vertically integrated graphite business poised for development Environmentally friendly EcoGraf™ processing Supporting Australia’s Future Battery Industry Strategy technology to produce 20,000 tonnes per annum of purified graphite for lithium-ion batteries from a new state-of-the-art facility in Wes
Slide 3: Compelling lithium-ion battery market opportunity
Compelling lithium-ion battery market opportunity Graphite forecast to dominate battery mineral demand to 2050 EV market forecast to drive +700% growth in natural graphite demand by 2025 Roskill Source: World Bank Group, May 2020 27kg Purified natural graphite per EV Requires 50-55kg of flake graphi
Slide 4: Unprecedented investment in new European battery capacity
Unprecedented investment in new European battery capacity Mo i Rana, 2023 Salzgitter, 2024 Ramp-up to 32 GWh 16GWh, later 24GWh EcoGraf is positioned to support Skelleftea, 2021 the massive demand for high Erfurt, 2022 8GWh, later 32GWh quality, sustainably produced 14GWh, later 100GWh battery miner
Slide 5: Corporate summary
Corporate summary Board and Executive Management Mineral economist and founding Chairman of Resolute Mining Limited with over 30 years’ experience developing projects Chairman (Robert Pett) and mines in Australia and Africa, as well as actively contributing to the educational and community sectors.
Slide 6: Battery graphite business summary
Battery graphite business summary Establishing the world’s first commercial battery graphite purification facility outside of China Initial commercial production plant planned for Western Australia, commencing at 5,000tpa, expanding to 20,000tpa by 2022 EcoGraf™ proprietary purification process el
Slide 7: Initial battery graphite facility to be constructed in Western Australia
Initial battery graphite facility to be constructed in Western Australia Staged expansion from 5,000tpa to 20,000tpa Flexibility via scalable modular design 5,000tpa + PLAY MOVIE 20,000tpa 7 7
Slide 8: Australian Government support
Australian Government support KWINANA INDUSTRY AREA PERTH Federal and State Government support for new technology and value added manufacturing Kwinana to become a major global battery mineral processing centre • Australian Government funding support and debt financing in progress • Lead Agency role
Slide 9: Rigorous commitment to on-going technical development
Rigorous commitment to on-going technical development • Test work performed in Australia and Germany conducting >100 trials using a systematic, scientific 4 years of intensive test work and method to optimise the purification process with research and development support from the process design to d
Slide 10: Cost-effective and scalable manufacturing process
Cost-effective and scalable manufacturing process Process flowsheet and planned Agreement in place to scale-up de-risked through secure feedstock extensive engineering, Standard equipment optimisation and product qualification programs, achieving International patent strong customer endorsement pend
Slide 11: Extensive product qualification testing successfully completed
Extensive product qualification testing successfully completed Over 80 graphite product samples, including various grades of spherical graphite, tested successfully by battery anode manufacturers in Asia and potential customers in Europe and North America Product specifications (SpG15) Testing con
Slide 12: Flake graphite business summary
Flake graphite business summary Long life Epanko Graphite Mine to supply industrial and battery markets Bankable Feasibility Study completed by GR Engineering Services Defined, de-risked and ready for construction Bank appointed Independent Engineer’s Review completed by SRK Consulting Support
Slide 13: Epanko provides mine-to-market ESG supply chain assurance
Epanko provides mine-to-market ESG supply chain assurance • Mine development satisfies Equator Principles social and environmental planning standards • Long-life, high quality supply of natural flake graphite for industrial and battery markets • Ideally located to support European customers’ supply
Slide 14: Summary
Summary Vertically integrated graphite Development ready graphite Proprietary EcoGraf™ purification business positioned for the global businesses forecast to generate technology provides sector leading transition to clean energy US$80m EBITDA per annum ESG credentials Funding support from Australian
Slide 15: Disclaimer
Disclaimer Securities Disclaimer This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Such offer can be made only through proper subscription documentation and only to investors meeting strict suitability requirements.
Slide 16: The future is electric.
The future is electric. Head Office Level 1, 18 Richardson Street West Perth, Western Australia 6005 T: +61 8 6424 9000 www.ecograf.com.au