Volt Resources Ltd · ASX:VRC
Volt Resources — Investor Presentation (May 2017)
29 slides from Volt Resources's investor presentation, May 18, 2017
Slide 1: Including Mineral Resource Estimate & Ore Reserve Tables
>Including Mineral Resource Estimate & Ore Reserve Tables >Parties to the MoU's 18 - 05 - 2017 1.
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Slide 5: N3Nano Graphene
N3Nano Graphene + Graphene Producer - Lithium-ion batteries and composites - Fixed price contract
Slide 6: Off-takes
OFF-TAKES 5,000 tonnes |
Slide 7: Off-takes
OFF-TAKES 5,000 tonnes
Slide 8: Off-takes: Deliveries
OFF-TAKES Deliveries 5,000 tonnes
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Slide 11: Optimum Nano, Huzhou Chyangya, Shenzhen Sinuo
OPTIMUM NANO - 60 000 tpa HUZHOU CHYANGYA - 20 000 tpa SHENZHEN SINUO - 20 000 tpa As decribed in ASX Annoucement "Volt's Graphite Products Validated by Western and Chinese End User Groups" dated 9 January 2017 11.
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Slide 14: JORC Mineral Resource Estimate and Maiden Ore Reserve
based on This is a JORC compliant to deliver 170kt/y This is a Maiden Jorc Ore graphite over 22 year mine life Mineral Resource Estimate Reserve See Appendix C * (286Mt Inferred @ 4.9%, 155 Mt Indicated @ 5%, (19.3Mt Proved @ 4.32%, 20Mt Measured @ 5.3%)* 108.1Mt Probable @ 4.7%)* See Appendix A See
Slide 15: Pre-feasibility Study Completed
As decribed in ASX Annoucement "Pre-feasibility Study Completed" dated 15 December 2016 15.
Slide 16: What they say...
What they say... NanoGraphene: "large electric conductivity and defectless with a very large ratio of size of the graphene plates to thickness" "All these qualities make the resulting product attractive for use in batteries and accumulators as additive in anodes and cathodes" NGS Consulting : "This
Slide 17: Stakeholders
STAKEHOLDERS Successful January workshop with ey \ ltt “4 Officials from 3 levels of government, A Vy aie +" community membersand neighbours !f “4 § ¢ \ Stakeholder workshop won support Z|} ; *. from key participants including Y villagers and their leadership
Slide 18: Stakeholders
STAKEHOLDERS Further meeting underway with regional Government, Community and Landowners to advance the Relocation Action Plan Active community. sponsorship program Contributions for school equipment, village infrastructure
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Slide 21: Pre-Feasibility Study Completed
As described in ASX Announcement "Pre-Feasibility Study Completed"dated 15 December 2016 21.
Slide 22: KPI
KPI High MARGIN US$173M US$93M US$195M 22.
Slide 23: Graphite demand
kerr (NG DEMAND Flame retardant polystyrene insulation foam Graphite foil Battery Lithium-ion Graphite composite = ES
Slide 24: BMI analysis suggests natural graphite demand growth
BMI analysis suggests : Huge capacity expansions by > 12 global giga factories that could deliver a 500% increase in natural graphite demand by 2020 Most end users prefer natural graphite over synthetic (GWh) 120 100 80 C 40 20 tad a. a. deg _dun LILES LEP LS SE Ra Expandable market is growing rapid
Slide 25: What's Next?
Off-takes Production in 2018 | a. Funding WHAT'S NEXT ? Expansion
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Slide 27: Appendix A
Appendix A JORC compliant Mineral Resource Estimate is 461Mt @ 4.9% TGC Namangale Project Tonnes (millions) TGC % Inferred North 264 5.0 South 23 3.6 Total Inferred 286 4.9 Indicated North 122 5.2 South 33 4.3 Total Indicated 155 5.0 Measured North 20 5.3 Total Resource 461 4.9 Note: Namangale Nor
Slide 28: Appendix B
Appendix B Maiden JORC Ore Reserve is 127Mt @ 4.4% TGC Contained Ore Reserve Ore TGC Graphite Classification (Mt) (%) (Mt) Proved Namangale 1 (North) 19.3 4.32 0.8 Namangale 2 (South) - - - Namangale 3 (South) - - - Subtotal – Proved 19.3 4.32 0.8 Probable Namangale 1 (North) 95.8 4.40 4.2 Namanga
Slide 29: Appendix C
Appendix C Flake distribution and basket prices for Namangale North and South deposits Namangale 1 Namangale 2 Size Weight Price* Weight Price* (um) Label (%) US$/tonne % Us$/t +500 Super Jumbo 1 3,968 9 3,968 300 Jumbo 13 3,220 29 3,220 180 Large 29 2,070 29 2,070 150 Medium 12 1,389 8 1,389 75 Sma