Novonix Ltd · ASX:NVX
Novonix — Shareholder Meeting (November 2020)
14 slides from Novonix's shareholder meeting presentation, Nov 17, 2020
Slide 1: AGM Presentation
For personal use only NOVONIX LIMITED (ACN 157 690 830) 10 µm Graphite SC-622 Graphite SC 622 AGM Presentation 17 NOVEMBER 2020
Slide 2: General Disclaimer
General Disclaimer • This document has been prepared by NOVONIX Limited (ACN 157 690 830) (“the Company” or “NOVONIX”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the information contained herein is made by any party and nothing contained herein shall
Slide 3: Contents and Financial Summary
Contents Contents Financial Summary For personal use only • Company overview STOCK INFORMATION @ 16 November 2020 ASX Code NVX • FY2020 Highlights ASX Share Price A$1.115 52 Week Low – High A$0.129 – A$2.40 • Market update and NOVONIX technology roadmap Shares on issue 351,615,637 Market Capitalisat
Slide 4: Company Overview
Company Overview For personal use only NOVONIX Limited ASX: NVX OTCQX: NVNXF Cathode Materials • Technology accelerates R&D from years to • First contracted supplier of US-made high- • Leveraging NOVONIX DPMG technology weeks capacity long-life synthetic anode • Ground floor patents in for new tech
Slide 5: FY2020: A Banner Year in Novonix's Business Plan
FY2020: A Banner Year in Novonix’s Business Plan Corporate PUREgraphite Anode Material Battery Technology Solutions (BTS) For personal use only • Completed $63M capital raise • Signed first sales contract – 500t with • Strong revenue growth • Repaid all debt Samsung SDI • Expanded team and customer
Slide 6: Renewables and Green Energy Demand Driving Battery Materials Growth 10x by 2030
Renewables and Green Energy Demand Driving Battery Materials Growth 10x by 2030 More Electric Vehicles More Batteries More Battery Materials For personal use only EV Sales, Millions Annual Lithium-Ion Battery Demand, GWh Materials Demand, Thousand Metric Tons 100 2,000 8,000 1,800 7,000 80 1,600 1,4
Slide 7: Battery Growth is Happening in the US Now
Battery Growth is Happening in the US Now Current US Gigafactory Pipeline For personal use only Battery Co. Auto Co. Investment Capacity Status State • The U.S. expects to $300M 3 GWh Operating MI have 130 GWh online by 2023 NA 35 GWh Operating NV • Tesla announced potential “Terafactory” in Operati
Slide 8: The Quest for the Million-Mile Battery
The Quest for the Million-Mile Battery Million-Mile Battery requires three critical elements: For personal use only Requirement NOVONIX Long-life • PUREgraphite Anode – developed & scaling Anodes Long-life • NOVONIX DPMG Single Crystal Cathode (SCC) Cathodes – under development, IP filed Long-life •
Slide 9: Group Technology Roadmap
Group Technology Roadmap 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Phase Status For personal use only 1 HPC tech now sold to tier 1 battery markers and OEMs in 15 countries including PANASONIC, CATL, HPC R&D Acceleration Technology SAMSUNG 2 DTA technology now provided to select tier 1 batte
Slide 10: NOVONIX's Complete Battery Cell Technology
NOVONIX’s Complete Battery Cell Technology Demonstrated and Projected Performance Predicted to Exceed 1 Million Miles For personal use only SC NMC622 / PUREgraphite + Adv. Electrolyte SC NMC622 / Gr + Adv. Electrolyte Single Crystal (SC) NMC622 / Gr Li[Ni0.6Mn0.2Co0.2]O2 (NMC622) / Gr (Commercially
Slide 11: PUREgraphite Activities
PUREgraphite Activities Commercial Developments For personal use only • Samsung SDI Contract • Delivery of initial quantities of PUREgraphite material to Samsung SDI during 2020 • Cell mass production at Samsung SDI with PUREgraphite material scheduled to commence April 2021 • Sanyo MOU • Next steps
Slide 12: Cathode Development Update
Cathode Development Update Intellectual Property Generation and Pilot Scale Production Metal Oxide Inputs (Ni, Mn, Co, Al, etc.) For personal use only • Continued work with Dr. Mark Obrovac’s group at Dalhousie and internal team on new IP generation • Pilot scale cathode equipment and analytical lab
Slide 13: FY2021 Outlook
FY2021 Outlook PUREgraphite Anode Material Battery Technology Solutions (BTS) For personal use only • Begin regular large volume deliveries for Samsung contract • Continue strong revenue growth in services and hardware • Progress Sanyo MOU supporting sample testing from sales production line • Renew
Slide 14: Contact Information
Contact Information CORPORATE OPERATIONS For personal use only • Chairman: • Group CEO: BTS - Bedford, Nova Scotia, CANADA Tony Bellas Dr Chris Burns 177 Bluewater Road, Bedford, NS B4B 1H1, Canada Email: tony@novonixgroup.com Email: chris@novonixgroup.com • Company Secretary and Financial • Group C