First Graphene Ltd · ASX:FGR
First Graphene — Investor Presentation (May 2022)
14 slides from First Graphene's investor presentation, May 2022
Slide 1: Graphene: Revolutionising material performance and reducing CO2 emissions
GRAPHENE: Revolutionising material performance and helping the cement and concrete sector reduce CO2 emissions for a greener future INVESTOR PRESENTATION MAY 2022 ASX:FGE - INVESTOR PRESENTATION 1
Slide 2: PureGRAPH delivers environmental benefits across industries
PureGRAPH® delivers An established, diversified product A structured go-to-market strategy environmental benefits across portfolio and industry leading targeting identified, lucrative industries, including helping the production capacity, enabling us to markets segments, with subject cement and conc
Slide 3: Company overview
• Materials technology company specialising in commercial • Robust 100 tonne/year production capacity with readily scalable applications for graphitic technologies technology to cater for growing demand • New substance registration in United Kingdom (UK- • Transforming graphene research into high gr
Slide 4: Vein graphite and chemical exfoliation, industrial finishing
Vein graphite and Industrial finishing Third party formulators Graphitic material chemical exfoliation and quality assurance and industry partners product differentiators • High purity vein graphite • Modular finishing • Internal/External formulators • PureGRAPH® powder, AQUA, and • Electrochemical
Slide 5: Revenue, share price and capital structure
FGR Revenue (A$000) 600 Share price (1 April 2022) A$0.17 Q4 500 Firm Issued shares – fully paid 556.67m 200 Purchase 400 Orders Unlisted options (25c) – expiry November 2023 15.0m 300 Q1-Q3 Market capitalisation ~A$93.25m 200 342 364 Revenue 290 Realised* 100 Cash - April 2022 A$7.5m 0 7 23 2018 20
Slide 6: Cement and concrete market
Commercial Manager Todd McGurgan • Global usage In 2020: • 14 billion m3 of concrete produced globally • 4.2 billion tonnes of cement produced globally • Globally, cement and concrete contribute 8% of CO2 emissions • Global Cement and Concrete Association (GCCA), on behalf of 40 leading cement and c
Slide 7: Where CO2 emissions are generated and how PureGRAPH helps
Commercial Manager Todd McGurgan Where are CO2 emissions generated? Raw material extraction – calcium, silica, alumina and iron Raw meal preparation – crushing, proportioning, & grinding Rotary Kiln – for every tonne of clinker produced, 800-900kg of CO2 is produced Clinker – cooled and stored. This
Slide 8: Cement and concrete applications
Commercial Manager Todd McGurgan Cement Concrete Addition of graphene cement additives Addition of graphene admixtures provides significant improvements in significantly improves strength and strength and grinding efficiency, durability of concrete, with potential leading to far lower CO2 emissions
Slide 9: Composites and plastics applications
Commercial Manager Neil Armstrong • Increased performance and weight reduction • Carbon reduction by lowering waste, increasing efficiency, longer life and applications for recycled materials • Developing conductive materials for applications in renewable and smart technologies • Combined market val
Slide 10: Coatings, inks and geotextiles applications
Commercial Manager Shoaib Qureshi • Improving sustainability and longevity of coatings and inks across sectors facing environmental, energy management, safety and technical challenges • Enhancing durability, adding mechanical strength, and contributing to safety and the environment via conductive, a
Slide 11: Industrial parts, rubbers and elastomers applications
Commercial Manager Peter Osborne • Rubbers: Alternative refined carbon source to carbon black to enhance a wide range of industry targets in sustainability and smart solutions • Elastomers: Wear resistance and life extension in aggressive heavy industry environments, filling the gap in the polymer s
Slide 12: Supercapacitors and hydrodynamic cavitation technology
Supercapacitors • Development of metal-oxide/graphene hybrid active materials to enhance the performance of supercapacitors • Proven 85% improvement in energy density and 300% improvement in capacitance • Working to enhance electrolyte and manufacture first pouch cell products • Working with “best i
Slide 13: Disclaimer
• 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 14: Contact details
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 Email: Michael.Bell@firstgraphene.net Phone: +65 8499 6309 ASX:FGE - INV