First Graphene Ltd · ASX:FGR
First Graphene — New World Metals Investment Series 2024
20 slides from First Graphene's conference presentation, Sep 10, 2024
Slide 1: FGR provides investor update on commercial growth pipeline
ASX ANNOUNCEMENT 10 September 2024 FGR provides investor update on commercial growth pipeline First Graphene Limited (ASX:FGR; “First Graphene” or “the Company”) is pleased to present an update on the growing pipeline of opportunities for the Company as it advances its global commercialisation strat
Slide 2: About First Graphene Ltd (ASX: FGR)
ASX ANNOUNCEMENT About First Graphene Ltd (ASX: FGR) First Graphene Limited is focused on the development of advanced materials to help industry improve. The Company is a leading supplier of graphitic materials and product formulations with a specific commercial focus on large, high-growth global ma
Slide 3: PureGRAPH® - revolutionising material performance and providing low carbon solutions
INVESTOR PRESENTATION PureGRAPH® - revolutionising material performance and providing low carbon solutions for a greener future NEW WORLD METALS INVESTMENT SERIES MELBOURNE & SYDNEY SEPTEMBER 10 & 12 ASX:FGE - INVESTOR PRESENTATION 1
Slide 4: Remarkable properties of graphene
▪ World leading developer and manufacturer of high-quality and commercial-scale graphene products, called PureGRAPH® ▪ PureGRAPH® is an additive that enhances material performance and properties of customers’ products, enabling cost-effective solutions to optimise energy capabilities and reduce emis
Slide 5: PureGRAPH® is a high performing graphene additive
▪ PureGRAPH® is a high performing graphene additive, used across many consumer and industrial sectors ▪ Characterised by its large platelet size, high aspect ratio and low defect levels ▪ Batch-to-batch consistency ensured through strict, in-house quality control testing, and established repeatable
Slide 6: Secure supply and established manufacturing
▪ Secure supply of high-quality raw graphite material ✓ Secure supply ▪ ▪ Sourced from FGR’s graphite mining facilities in Sri Lanka (DSO)1 99% graphite ore used, directly from the ground ▪ Operational facility at Henderson, Western Australia ✓ Established manufacturing ▪ ▪ Graphene production capac
Slide 7: Adding graphene to products enhances properties and performance
Adding graphene to products enhances properties and performance of industrial materials and technology • Lightweight, improved strength, optimised energy generation and storage • Numerous benefits to high-growth and in-demand applications across a range of industries Cement and concrete Energy and s
Slide 8: Cement production is one of the world's largest industrial carbon polluters
Cement production is one of the world’s largest industrial carbon polluters – responsible for 8% of global emissions ▪ Global consumption of concrete stands at more than 4 billion tonnes per annum1, making it the most consumed material after water on the planet ▪ Global manufacturers committed to cu
Slide 9: Following successful trials, FGR secured an agreement with Breedon Group
▪ Following successful trials, FGR secured an agreement with Breedon Group, the leading cement manufacturer in the UK ▪ World-leading graphene-enhanced cement trials resulted in 15% reduction in carbon emissions and 10% increase in compressive strength ▪ Significant milestone for FGR and validates t
Slide 10: Actively working with over 30 clients globally
Actively working with over 30 clients globally Applications Features Benefits Cement additives ▪ Green cement manufacturing ▪ Reduction of carbon emissions Enhanced dry mixing mortar ▪ Shotcrete and pumping applications ▪ Durability and strength ▪ Strengthen, improve durability and Concrete Admixtur
Slide 11: PureGRAPH® makes it ideal as an electrode additive
▪ Conductivity and strength of PureGRAPH® makes it ideal as an electrode additive in batteries and supercapacitors ▪ Continued development and evaluation of new material opportunities for graphene-enhanced energy storage devices Applications Clients and opportunities Features Benefits ▪ Government-f
Slide 12: PureGRAPH®-enhanced composites provide a significant improvement
▪ PureGRAPH® -enhanced composites provide a significant improvement in material performance ▪ Fibre-Reinforced Polymer (FRP) composites use glass, carbon, aramid or natural fibres, in combination with polymer resins ▪ PureGRAPH® mixed with polymer resin prior to combination with the textile reinforc
Slide 13: PureGRAPH® used to produce fire retardant foams and coatings
▪ PureGRAPH® used to produce fire retardant foams & coatings, mechanically-enhanced rubbers and elastomers ▪ Wear linings for specialist footwear with PureGRAPH® have increased tensile strength, elongation, abrasion resistance, electrical and thermal conductivity ▪ PureGRAPH® benefits for coatings a
Slide 14: Extensive distribution strengthening global exposure and uptake of PureGRAPH®
Extensive distribution strengthening global exposure and uptake of PureGRAPH® ▪ North America based out of Lakewood, Ohio, US ▪ Europe based out of Amsterdam, Netherlands ▪ South Africa based out of Capetown ▪ New Zealand and Australia based out of Sydney ▪ New Zealand based out of Auckland NZ ASX:F
Slide 15: Product launch timing and volumes
4. Adhesive tapes 6. Elastomeric 9. Moisture barrier 10. Moisture barriers 2. Bearing lubricants waterproof coatings & filtration 1. Sports apparel 3. PET Packaging 5. Recycled nylon 8. Anti-corrosion 9. Fire retardant friction & lubrications coatings construction materials REGION Brazil Europe Indi
Slide 16: Commercial momentum
Sales ($million) Commercial momentum $1.00 ▪ Continue to increase sales and consistent revenue growth $0.72 ▪ Cement and concrete segment nearing to mature sales profile ▪ Early adopter’s footprint increasing through organic growth $0.34 $0.29 ▪ Diversifying sales through provision of Development se
Slide 17: Accelerate commercial opportunities
ACCELERATE COMMERCIAL OPPORTUNITIES CEMENT MARKET POSITION Advance and expand green-materials technology Accelerate additional large scale infrastructure projects commercial opportunities for high-growth and in- and maximise Development and Commercialisation demand industries agreement with UK’s lar
Slide 18: World-leading advanced materials supplier
World-leading advanced materials Established global industry partnerships in supplier focused on fast-growing graphitic place to leverage paths to major markets technologies World-class production capacity with Established international customer base, readily scalable technology primed for substanti
Slide 19: This presentation has been prepared by First Graphene Limited
• This presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its contents are provided to the Recipient in confi
Slide 20: 1 Sepia Close, Henderson Western Australia 6166
1 Sepia Close, Henderson Western Australia 6166 P. +61 1300 660 448 Graphene Engineering & Innovation Centre University of Manchester Sackville Street, Manchester M13 9PL, United Kingdom P. +44 (0)161 826 2350 FIRSTGRAPHENE.NET info@firstgraphene.net ASX:FGE - INVESTOR PRESENTATION 18
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