Chemx Materials Limited · ASX:CMX
Chemx Materials — Shareholder Meeting (November 2023)
20 slides from Chemx Materials's shareholder meeting presentation, Nov 29, 2023
Slide 1: Developing High Purity Materials for Better Batteries
For personal use only DEVELOPING HIGH PURITY MATERIALS FOR BETTER BATTERIES https://chemxmaterials.com.au/ AGM 2023 INVESTOR PRESENTATION
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements For personal use only This document has been prepared by ChemX Materials Limited (ChemX Materials). This document is not an offer, invitation, solicitation, advice or recommendation with respect to the subscription for, purchase or sale of, any security, and
Slide 3: Board and Management
For personal use only Warrick Hazeldine Alwyn Vorster Non-Executive Chair Non-Executive Director 20+ years’ experience across capital markets and 30+ years’ experience in Resources, most recently CEO strategic communications with a focus on battery of ASX Listed Hastings Limited (rare earths). Forme
Slide 4: Management Team
For personal use only Alison Dines Russell Vallis Exploration Manager Operations Manager HPA Experienced geologist with 13 Years in the 20+ years experience, including 13 years in the minerals exploration industry. Significant advanced materials sector, 10 years in project delivery experience managi
Slide 5: A year of many firsts for ChemX Materials
It’s been a year of many firsts for ChemX Materials with significant For personal use only achievement in advancing our key projects… Delivering Strategy Capital raise completed with sophisticated existing institutional investor (4-Aug) Ongoing global marketing (Europe, USA, Asia) MATERIALS FOR
Slide 6: Investment highlights
For personal use only 1 100% Owned Manganese Mineral Deposit in South Australia 2 In-house Processing and Development Expertise (HiPurA®) MATERIALS FOR A HIGH TECH WORLD 3 Customer Engagement and Qualification Graphic Elements from Visual Capitalist 4 Offtake and Development Partners 05
Slide 7: Building momentum in downstream processing in Australia
Building momentum in downstream processing in Australia For personal use only Readily Available Chemical Feed Manganese MATERIALS FOR A HIGH TECH WORLD RESOURCE METAL CHEMISTRY HIGH-PURITY PRODUCTS BATTERY GLOBAL - HPM TECHNOLOGY DECARBONISATION - HPA ChemX 06
Slide 8: Downstream battery partners: C4V and Pure Battery Technologies
For personal use only C4V MATERIALS FOR A HIGH TECH WORLD Pure Battery Technologies (PBT) Building a pCAM hub in the Kalgoorlie- Coolgardie region of Western Australia. The Project will initially produce 50,000tpa of pCAM expandable to 100,000tpa within 5 years. C4V Independent lithium-ion cell
Slide 9: High Purity Alumina: The Critical Material For The Future Of Technology
For personal use only High Purity Alumina The Critical Material For The Future Of Technology
Slide 10: HPA market driven by lithium-ion batteries, LEDs, semiconductors
The High Purity Alumina (HPA) market is driven by the demand for lithium-ion batteries, LED´s, For personal use only semiconductors, and new technologies. A key Safety component of Lithium-ion batteries Coated on the lithium battery separator, HPA provides significant additional thermal capacity.
Slide 11: Rapid development of downstream high purity technology
High Purity Alumina For personal use only Rapid development of downstream high purity technology MATERIALS FOR A HIGH TECH WORLD HiPurA® HiPurA® Micro Optimisation HiPurA® Pilot HiPurA® Commercial Laboratory Plant Plant Plant 10
Slide 12: HPA Strategy
HPA Strategy For personal use only 1H 2H 1H 2H FY2024 FY2024 FY2025 FY2025 MATERIALS FOR A HIGH TECH WORLD HPA High Customer Commercial Plant Commercial Pilot Plan Purity Qualification Feasibility Study Plant Construction/ Intensity Detailed Design Commissioning 11
Slide 13: Manganese the essential high purity cathode and industrial material
For personal use only Manganese the essential high purity cathode and industrial material
Slide 14: High Purity Manganese
High Purity Manganese For personal use only • Located within premier renewable energy province with rapidly developing renewable energy infrastructure (wind, solar and future hydrogen) MATERIALS FOR A HIGH TECH WORLD • Sealed roads, approx. 160km to understated Port of Whyalla • Local skilled workfo
Slide 15: Production Capacity by Cathode Type
For personal use only Production Capacity by Cathode Type Source: Benchmark Mineral Intelligence, June 2023 Affordability MATERIALS FOR A HIGH TECH WORLD LMFP High Performance Source: McKinsey at LME 9 Oct 2023 LFP LMFP High Ni NCM 150-180 ~250 280-300 Wh/kg Wh/kg Wh/kg 12
Slide 16: High Purity Manganese: Building a high purity battery export material
High Purity Manganese For personal use only Building a high purity battery export material in South Australia MATERIALS FOR A HIGH TECH WORLD Exploration JORC Mineral Metallurgical Pre-feasibility Studies Bankable Feasibility Resource Due-Diligence (Beneficiation, Study Hydrometallurgy) 14
Slide 17: Manganese Strategy
Manganese Strategy For personal use only 1H 1H 2H 1H 2H 2024 FY2024 FY2024 FY2025 FY2025 MATERIALS FOR A HIGH TECH WORLD High HPM HPM HPM Bolster Purity Scoping Study FS Development JORC Resources & Reserves DSO DSO DSO DSO Exploration PFS/FS Development First Ore 15
Slide 18: Unique HiPurA chemical-based process to produce HPA
For personal use only Unique HiPurA® chemical-based process to produce High Purity Alumina (HPA) 1 successfully scaled up from laboratory to bench scale Micro Plant. Scalable and modular process allowing for deployment in key Asian, European, American markets 2 HiPurA® HPA now demonstrated achieveme
Slide 19: Competent Person and Mineral Resource statements
For personal use only Information on historical exploration results and Mineral Resources for the Jamieson Tank Manganese Project presented in this announcement, together with JORC Table 1 information, is contained in an ASX announcement released on 20 September 2023. The Company confirms that it is
Slide 20: Contact
For personal use only Contact Join Our Mailing List chemxmaterials.com.au/contact Peter Lee Stephen Strubel Chief Executive Officer Executive Director – Investor Relations peter@chemxmaterials.com.au stephen@chemxmaterials.com.au +61 448 874 084 +61 404 400 785 https://chemxmaterials.com.au/ ASX: CM
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