International Graphite Limited · ASX:IG6
International Graphite — Future Facing Commodities Conference 2024
22 slides from International Graphite's conference presentation, March 2024
Slide 1: Australian Graphite: From Mine to Markets
AUSTRALIAN GRAPHITE From Mine to Markets Future Facing Commodities Conference Singapore, March 2024
Slide 2: International Graphite is a graphite mining and processing company
International Graphite is a graphite mining and processing company in Western Australia Western Australia - the world’s premium jurisdiction for critical battery materials p2
Slide 3: Corporate structure
Corporate structure International Graphite Limited (ASX:IG6) * * 166M SHARES ON ISSUE Market Cap: $30M @ 20/03/2024 * Director elect p3
Slide 4: Springdale Graphite Project
Springdale Graphite Project Developing Australia’s second biggest graphite resource at Hopetoun, Western Australia p4
Slide 5: Location and support infrastructure
Springdale Graphite Project Location and support infrastructure p5
Slide 6: Development ready – cleared, easy access, support services
Springdale Graphite Project Development ready – cleared, easy access, support services p6
Slide 7: JORC 2012 Mineral Resource Estimate
Springdale Graphite Project JORC 2012 Mineral Resource Estimate Springdale Graphite Project 2% cut-off September 2023 Tonnes Graphite Contained (Mt) (TGC%) Graphite (Mt) Indicated 11.5 7.5 0.9 Inferred 37.8 6.1 2.3 Total 49.3 6.5 3.2 Springdale Graphite Project 5% cut-off September 2023 Tonnes Graph
Slide 8: Mining – 500Ktpa ore for processing
Springdale Graphite Project Mining – 500Ktpa ore for processing Open pit conventional day shift operations Unit of 15 years of measure Operations Indicated Mineral Resource mined and processed % 72 as a % of total Mineral Resource processed Total tonnes mined Mt 72.5 Ore mined (inc. low grade stockp
Slide 9: 500Ktpa concentrator
Springdale Graphite Project 500Ktpa concentrator p9
Slide 10: Production profile first years
Springdale Graphite Project Production profile first 15 years p10
Slide 11: Cost estimates
Springdale Graphite Project Cost estimates Capital Cost Breakdown A$M Process plant and infrastructure 26.3 TSF 3.0 Site services, establishment and roads 2.4 Total Direct Costs 31.7 Engineering, procurement and construction management (EPCM) 7.9 Construction overhead 4.7 Spares 3.2 Owners’ costs 3.
Slide 12: Collie Battery Anode Facilities
Collie Battery Anode Facilities Developing a downstream processing hub at Collie to create Western Australia’s first integrated mine to market producer of graphite battery anode material p12
Slide 13: Capturing full value of the graphite resource
Capturing full value of the graphite resource p13
Slide 14: Downstream Processing and Flowsheet R&D
Downstream Processing and Flowsheet R&D Pilot plant installed at Collie First pilot micronising and spheroidising equipment commissioned in 2022 Thermal purification Samples produced using imported concentrates to tailor output to market specifications Sizing and distribution of spheroidised
Slide 15: Integrated Mine to Markets Scoping Study
Integrated Mine to Markets Scoping Study Key findings – first 15 years of operations Total Mineral Resource 500Ktpa concentrator 20Ktpa UPSG 18Ktpa CPSG 49.3Mt @ 6.5% TGC + + or 17Ktpa micronised 17Ktpa micronised 40-50Ktpa byproduct byproduct 28.0Mt @ 8.7% TGC concentrate 7.5Mt of ore mined CAPEX:
Slide 16: Total capital cost Estimate
Total capital cost Estimate A$ Million NPV: NPV: 450 A$375M+ A$603M+ 400 350 300 217 250 200 417 150 97 100 200 27 50 103 76 0 Springdale Mine Collie Sub-total - 95% Collie Sub-total - USPG Collie Coating Total - CSPG and Micronising and Spheroidised Purification Plant Concentrator Spheroidising Gra
Slide 17: Collie Graphite Micronising Facility
Collie Graphite Micronising Facility Producing sample product for customer qualification and the first stage in processing battery anode material p17
Slide 18: Micronised graphite production at Collie
Micronised graphite production at Collie 200tpa plant has been commissioned Now producing sample product for customer qualification and sales Sales agreements anticipated Q3 2024 Long term industrial and battery graphite business Expansion to nominal ~4,000tpa at a capital cost of A$12.5M
Slide 19: Micronised graphite products from Collie
Micronised graphite products from Collie Final Investment Decision Q3 2024 –> production H2 2025 Definitive Feasibility Study – March 2023 Unit of Using imported concentrates measure Total capital cost estimate A$M 12.5 Product markets: 5-45um D90 _ battery/energy storage and industrial uses 95%-99%
Slide 20: Government backing for battery minerals
Government backing for battery minerals IG6 backed by Australian Federal and State Governments $4.7M awarded by the Australian Government national Critical Minerals Development Program – May 2023 $2.0M awarded by the Western Australian Government Collie Futures Industry Development Fund – Septem
Slide 21: Highlights
Highlights Micronised graphite producer at Collie from 2025 Developing a world class multi-decade graphite mine at Springdale Developing battery anode facilities to treat Springdale concentrates in Collie Premium location in Western Australia Strong government and community support Globa
Slide 22: International Graphite Limited contacts
International Graphite Limited Phil Hearse Chairman +61 438 838 600 phearse@IG6.com.au Andrew Worland Managing Director & CEO +61 409 370 792 aworland@ig6.com.au p22
International Graphite — Future Facing Commodities Conference 2024 on 6ix