Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — Investor Presentation (June 2024)
21 slides from Sarytogan Graphite's investor presentation, Jun 4, 2024
Slide 1: Disrupting Graphite Supply – Investor Presentation
For personal use only DISRUPTING GRAPHITE SUPPLY JUNE 2024 I N V E S TO R P R E S E N TATI O N AM E C I N V E S TO R B R I E F I N G 1
Slide 2: Sustainable Competitive Advantage
Sustainable Competitive Advantage Giant and exceptionally high-grade Indicated and Inferred Mineral For personal use only Resource of 229 Mt @ 28.9% TGC1 with low mining costs. Ultra-High Purity Fines (UHPF) at up to 99.9992% C “five nines” achieved for advanced industrial uses 3. Uncoated Spherical
Slide 3: The Project - Mineral Resource and Preliminary Mine Layout
The Project - Mineral Resource and Preliminary Mine Layout Zone JORC1 In-Situ Total Contained (>15% TGC) Classification Tonnage Graphitic Graphite (Mt) Carbon (Mt) For personal use only (TGC %) North Indicated 87 29.1 25 Inferred 81 29.6 24 Total 168 29.3 49 Central Indicated 39 28.1 11 Inferred 21
Slide 4: The Project - Grade is King
The Project - Grade is King For personal use only A Hypothetical Mine A Mine B Grade 10% 30% Strip Ratio (W:O) 3:1 0.2:1 Process, Product same same Mining Costs $ 10X $X Flotation Costs $ 3Y $Y B This example is hypothetical only and provided to illustrate the effect of grade and strip ratio on mini
Slide 5: The Project - PFS Scale and Product Strategy
The Project - PFS Scale and Product Strategy Micro Crystalline UHPF 80%-85% C Product2 Up to 99.9992% C Product3 For personal use only Industrial Use Advanced Industrial Use Cathode Conductivity Enhancer Nuclear Moderator USPG >99.99% C Product3 Mining1 Flotation2 Thermal Purification3 Spheroidizati
Slide 6: The Project – Advanced Industrial Markets
The Project – Advanced Industrial Markets Tight packing of micro-crystalline For personal use only graphite layers (<0.336 nm) is why Sarytogan Graphite is suitable for: • Traditional uses such as dry lubricant1 • Cathode conductivity additive in primary alkaline and lithium batteries2 • Nuclear mod
Slide 7: The Project – Battery Performance Demonstrated
The Project – Battery Performance Demonstrated • Coin-cell lithium-ion batteries have been manufactured from Sarytogan USPG. For personal use only • Consistently superior capacity compared to many synthetic graphite anodes for EVs1. • Results of Coated Spherical Purified Graphite (CSPG) testing immi
Slide 8: The Market – Electric Vehicle Demand Keeps Growing
The Market – Electric Vehicle Demand Keeps Growing For personal use only Source: Syrah Resources, 1Global Data, 2ICC Sino 8
Slide 9: The Market - Graphite is the major raw material in all EV battery types
The Market - Graphite is the major raw material in all EV battery types • Graphite is the major raw material in EV batteries. For personal use only • The EV battery anode is always graphite, regardless of battery chemistry. • Silicon is limited to 5% as any anode performance gains are not matched on
Slide 10: The Market - Environmental Driver
The Market - Environmental Driver For personal use only • Environmental regulation will continue to tighten. E.g. EU Battery Passport • Graphite is a focal point to reduce the CO2 footprint of the EV battery Source: Tesla 2022 Impact Report 10
Slide 11: The Market - Natural Graphite vs Artificial Graphite
The Market - Natural Graphite vs Artificial Graphite Active Anode Blend For personal use only 100% • Natural graphite has been created by geological forces over millennia. 80% • Artificial graphite requires expensive and CO2 intensive treatment of fossil fuel by-products. 60% • China rapidly expande
Slide 12: The Market - 6.5X Natural Graphite Growth Forecast
The Market - 6.5X Natural Graphite Growth Forecast For personal use only 12 Source: Benchmark Mineral Intelligence 6/11/2022
Slide 13: The Market - Geopolitics
The Market - Geopolitics USA Inflation Reduction Act 1/1/2027 China Export Limits 1/12/2023 EU Battery Passport 1/2/2025 Tax credits for EVs with majority of battery Dominate 70% of graphite mining & QR code database of provenance & CO2 footprint for all large batteries For personal use only mineral
Slide 14: Kazakhstan - Mining on the One Belt, One Road
Kazakhstan - Mining on the One Belt, One Road Key Economic Facts For personal use only • Top 50 GDP US$290Bn • Population 20M • US$370Bn in Foreign Astana Investment post USSR Favorable Taxation: • Corporate income tax: 20% • VAT 12% Almaty • Mineral royalty: 3.5% • Other taxes: 1.5% Affordable cont
Slide 15: Kazakhstan – Established Mining Jurisdiction
Kazakhstan – Established Mining Jurisdiction Mix of global majors, state owned, private equity and listed juniors For personal use only 2018 Mining Code based off W.Aust. 40% of global uranium supply1 12th in global mining value1 13th largest oil producer1 Source: 1statistica.com 15
Slide 16: Kazakhstan - Regional Infrastructure Advantages
Kazakhstan - Regional Infrastructure Advantages 170km by highway to the large city of Karaganda For personal use only 6km from bitumen road to project 68km from nearest railway station Sufficient water supply available Skilled local workforce 16
Slide 17: Kazakhstan - Lowest Quartile Power Costs Including Renewables
Kazakhstan - Lowest Quartile Power Costs Including Renewables • Kazakhstan’s power cost is in the lowest quartile globally • 110 kV powerline 2 km from the project (pictured) For personal use only • 35 kV powerline 15 km from the project • 50 MW Solar farm is 100 km from the project (pictured) Elect
Slide 18: Development Work Program
Development Work Program 2023 2024 2025 For personal use only Milestone Q1 Q2 Q3 Q4 Mineral Resource upgrade ✓ Land access agreement ✓ Geotech and hydro drilling ✓ Bulk concentrate production ✓ Spheroidization tests ✓ Battery performance tests Pre-feasibility study ✓ Maiden Ore Reserve Mining lease
Slide 19: Corporate Overview and Value Proposition
Corporate Overview and Value Proposition For personal use only Stephen Penrose Sean Gregory Dr. Waldemar Mueller Brendan Borg Ian Hobson Sarkis Akopov Local Leadership Non-Executive Chairman Managing Director Technical Director Non-Executive Director Company Secretary Chief Financial Officer Kazakhs
Slide 20: Disclaimer & Compliance Statement
Disclaimer & Compliance Statement Important Disclaimer Neither this Presentation nor anything contained in it forms the basis of any contract or commitment and it is not You must read this notice before reading or making any use of this Presentation (defined below) or any intended to induce any pers
Slide 21: Contact
For personal use only CONTACT Sean Gregory Managing Director E: admin@sarytogangraphite.com.au W: www.sarytogangraphite.com.au +61 08 9388 8290 21
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