Volt Resources Ltd · ASX:VRC
Volt Resources — Investor Presentation (November 2023)
18 slides from Volt Resources's investor presentation, November 2023
Slide 1: Volt Resources: An Integrated Battery Material Producer
Volt Resources An Integrated Battery Material Producer Critical Minerals | Battery Materials November 2023 6 X C An ASX: VRC Carbon Anode
Slide 2: Important Notices Disclaimer
Important Notices Disclaimer The information contained in this document (“Presentation”) has been prepared by Volt Resources Limited (the “Company”). It has not been fully verified and is subject Neither this presentation nor any copy of it may be (a) taken or transmitted into the United Kingdom, Ca
Slide 3: Corporate Overview
Corporate Overview Capital Structure. Listed on ASX ASX Code VRC Major Shareholders Major Shareholders 14.59% Kabunga Holdings Pty Ltd 4.90% PR & E Notman 2.81% D Virgara 2.38% 10 BOLIVIANOS PTY LTD 1.90% Bosswhat Pty Ltd Others 76.71% Others Key Executive Team Executive Chairman Asimwe Kabunga Mana
Slide 4: The Volt Team
The Volt Team Battery Materials, Mining, & Special Chemical Background Asimwe Kabunga Prashant Chintawar Roman Saramaga Chris Larder Michael Prassas Executive Chairman MD & CEO Director, VP, Technology VP Business Asimwe is a Tanzanian born Prashant is an entrepreneurial Zavalievsky Graphite Chris i
Slide 5: Volt Resources
Volt Resources Clear strategy: Focus on graphite and natural graphite anode due to large addressable 1 market, strong USP (backward integration), and market tailwinds (demand vs supply gap, double digit market growth, Government policies). 2 Proven graphite producer with two assets: Zavalievksy Grap
Slide 6: Volt
Volt = Natural Graphite Anode (US & Europe) + Bunyu Graphite (Africa) + Zavalievsky Graphite (Europe) 6
Slide 7: Volt Will become Integrated Natural Graphite Anode Producer in US & Europe
Volt Will become Integrated Natural Graphite Anode Producer in US & Europe Dual sourcing strategy for graphite anode plant in US Ukraine Volt Energy Materials LLC Tanzania Global Volt HQ Perth
Slide 8: Natural Graphite Anode Business
Natural Graphite Anode Business Natural Graphite Production Partner Plant Design Site Selection Customers Supply + Announcement Announcement coming soon coming soon 1. Refer to Volt’s ASX announcements titled “US GRAPHITE SPECIALIST AND MANUFACTURER AMERICAN ENERGY TECHNOLOGIES CO. (AETC) SIGNS AGRE
Slide 9: US Innovation US Industrialization
US Innovation US Industrialization Inverted Flow Process for Natural Graphite Anode Production Graphite Thermal Concentrate Feed Purification Micronisation Spheronisation Products Shaping into small Natural Graphite Anode Natural flake Specific milling rounded or for automotive & ESS ZG Graphite –
Slide 10: Conventional Vs Inverted Flow Process
Conventional Vs Inverted Flow Process Conventional Process Inverted Flow Process Purification HF (Hydrofluoric Acid) Thermal Purification Spheroidization Yield 40-55% ~70% Value Added Products 1 3 Inverted flow process uses heat rather than chemicals, and has an improved yield, and higher range of p
Slide 11: US Natural Graphite Anode Plant
US Natural Graphite Anode Plant 7,500 tonnes per annum expected capacity (125,000 EVs per year). To meet domestic demand, US will need ~980 kTPA graphite anode by 2030 Evaluated multiple states for plant location. Site selection criteria - Lowest capital and operating cost - Access to labour - Conne
Slide 12: Volt is a Proven Graphite Producer with a Mine in Operation Since 1934
Volt is a Proven Graphite Producer with a Mine in Operation Since 1934 Zavalievsky Graphite (ZG) is 65 km Resources: 22.9 million ton at a from Moldova border and 300 km grade of 6.8% carbon – subset of from conflict zone overall deposit based on south-east Our assets and personnel are safe. zone on
Slide 13: Tanzania Bunyu Graphite
Tanzania Bunyu Graphite Enough to power 2.8 million EVs per year Highlights Upcoming Milestones Indian Ocean One of the largest graphite deposits Subject to financing, Stage 1 start in the world. 100% owned; Tanzania of production in 2025 Greenfield project; Bunyu is the largest JORC Mineral resourc
Slide 14: Bunyu Stage 1 has Strong Project Economics
Bunyu Stage 1 has Strong Project Economics feasibility study completed in August 2023 Stage 1 Project Unit Financial Performance 2023 Project Period - from first ore years 13.7 Total Net Revenue US$ M, real 433.2 Total EBITDA US$ M, real 169.6 IRR - before tax %, real 31.5 IRR – after tax* %, real 2
Slide 15: All Stage 1 Bunyu Graphite sold under Binding Offtakes
All Stage 1 Bunyu Graphite sold under Binding Offtakes Graphex Group Limited Binding offtake agreement signed with global battery anode material producer Graphex Group Limited subsidiary, Graphex Michigan 1 LLC. Graphex Group is listed on Hong Kong Stock Exchange and the NYSE. 7,500-10,000 tpa fine
Slide 16: Tanzania & Ukraine Graphite Projects are IRA Compliant
Tanzania & Ukraine Graphite Projects are IRA Compliant 1. To get Inflation Reduction Act Inflation Reduction Act, US benefits, from 2024, battery components can not be manufactured Consumer Tax Credit, $7,500 per EV or assembled in a Foreign Entity of Eligibility Requirements Concern 2. From 2025, C
Slide 17: Summary
Summary Volt is a proven flake graphite producer with two world-class assets Volt is also a strong emerging battery materials company; key partnerships secured Rapid progress driven by a capable and experienced team Transformation into a market leading integrated supplier of natural graphite anode i
Slide 18: Contact
Contact Volt Resources Limited Level 25 108 St. Georges Terrace Perth WA 6000 P +61 (0)8 9486 7788 E info@voltresources.com
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