Neo Battery Materials Ltd · TSXV:NBM
Neo Battery Materials — Investor Presentation (June 2023)
27 slides from Neo Battery Materials's investor presentation, June 2023
Slide 1: Achieving the 1000-Mile EV Battery with Silicon Anode Materials
TSXV: NBM | OTCQB: NBMFF | June 2023 Achieving the 1000-Mile EV Battery with Silicon Anode Materials
Slide 2: Cautionary Statements Regarding Forward Looking Information
Cautionary Statements Regarding Forward Looking Information This presentation contains "forward-looking information" within the meaning of the applicable securities legislation. All information contained herein that is not clearly historical in nature may constitute forward-looking information. Gene
Slide 3: Leadership with Proven Track-Record
Leadership with Proven Track-Record Mr. Spencer Sungbum Huh Dr. Seong Gi Kim Director, President & Chief Executive Officer Chief Technology Officer - More than 25 years of financial and operational - Former Executive Vice President and Head of R&D of experience in Canada and South Korea Hanwha Solut
Slide 4: Executive Summary
Executive Summary Is the Forerunner for Cost-Effective, Long-Lasting EV Battery Technology NBMSiDE™ - Silicon Anode Material Longer EV Driving Range with Ultra-Fast Charging Energy-Efficient, Inexpensive Manufacturing Process First-Mover to Use Cheapest Silicon Raw Material ~60 NDAs >70% with Global
Slide 5: NBM Silicon Anode Global Expansion Plan
NBM Silicon Anode Global Expansion Plan Aims to Become Among the Top 10 Suppliers of Silicon Anode Materials Stage 1: Product Validation NBM Korea Co. NEO Battery Materials Ltd. Ongoing 20+ Active Evaluations with Global 5K Ton Final Capacity South Battery Manufacturers & EV Automakers To To Open R&
Slide 6: Key Developments
Key Developments Appoints Dr. S. G. Kim as 240 TPA Commercial Chief Technology Officer Plant Site Approval in - Former Executive Vice Licensing Agreement Gyeonggi-Do U.S. Ohio Expansion President & Head of R&D at with University- - Secured 2.5 Acres of Land Strategy through NBM Hanwha Solutions’ Ind
Slide 7: What Stops Consumers from Purchasing Electric Vehicles?
Q: What Stops Consumers from Purchasing Electric Vehicles? 7
Slide 8: Problem with EVs
Problem with EVs Inflating EV Prices Rising Battery Metals & Materials Price are Discouraging Mass Adoption Slow Charging Time Consumers Not Receptive to Longer Charging or “Fueling” Time Limited Driving Range “Range Anxiety” Driving EVs to Point A to B 8
Slide 9: Anatomy of Batteries
Anatomy of Batteries CHARGE MECHANISM DISCHARGE MECHANISM Lithium-Ions Move from Positive Electrode (Cathode) to Negative Electrode (Anode) During Charging and Back During Discharging/Use 9
Slide 10: Solution: Integrate Silicon with Graphite
Solution: Integrate Silicon with Graphite Source of Problem Solution: Silicon Anode Graphite Material (28.1%) Ultra-Fast Charging Aluminum Cathode (18.9%) Nickel (15.7%) 10x More Capacity Stored Material $ + Other Manganese - 5.4% EV Battery Cobalt - 4.3% Lithium - 3.2% Cost Reduction Other - 24.2%
Slide 11: Silicon Anode Market
Silicon Anode Market Energy Density of the Lithium-Ion Battery is Highly Dependent on the Anode Material Silicon Anode Market Size & Growth Silicon Anode Competitors $16,000 $15,000.00 Silicon Anode Market Size (in USD Millions) $14,000 $12,000 45% Expected CAGR $10,439.70 $10,000 $8,000 $7,265.83 $
Slide 12: Silicon Anode: Industry Problem
Silicon Anode: Industry Problem Lack of Scalability + Unattractive Selling Price 1. Expensive Manufacturing 2. High-Cost Inputs Silicon and Graphite Price Comparison Average Silicon Anode Selling Price $100 Average Graphite Price: USD 10 / kg $80 vs. USD$ per kilogram Average Silicon Price: USD 80 /
Slide 13: Critical Problem of Silicon Anode
Critical Problem of Silicon Anode Volume Expansion Breakdown Problem Poor Runtime, Slow Charging & Unusable 13
Slide 14: NBM Silicon Anode Technology
Advantage of MLIT Proposal NBM Silicon Anode Technology 14
Slide 15: NBMSiDE: Cost-Effective Silicon Anode
NBMSiDE™: Cost-Effective Silicon Anode Silicon Silicon Robust Polymer Nanometer-Thick Coating Nanocoating Layers Effectively Resolve Volume Expansion Problem to Enable Automotive-Level Use 8 Patents 70% – 80% 5 Min Issued & Pending Across More Initial Energy Safe Ultra-Fast South Korea, United State
Slide 16: NBMSiDE: Manufacturing Advantage
NBMSiDE™: Manufacturing Advantage Raw Material ❖ Simple & Energy-Efficient NBMSiDE™ Silicon Input Wet Solution Process Silicon Anode ❖ No High Temperature / Pressure / Vacuum Coated Silicon Mixing/Milling Nanocoating Silicon One-Step Manufacturing Industry First to Use & Enable Nano 10x Cheaper Inpu
Slide 17: NBMSiDE: Performance Advantage
NBMSiDE™: Performance Advantage Long Lasting NBMSiDE Silicon Anodes for EVs – Minimal Volume Expansion During Use Silicon Anode Performance Comparison Chart 70% – 80% Initial Capacity Initial Manufacturing Higher Initial Energy Capacity Products ( mAh/g ) Coulombic Efficiency ( % ) Type Cost compare
Slide 18: NBMSiDE: Performance Advantage
NBMSiDE™: Performance Advantage Robust Durability & Ultra-Fast Charging – Performance Reliability & Charging-Time Relief Robust Structural Durability for Electronics Applications Ultra-Fast Charging through Nanocoating Conventional Si Anode Conventional Silicon Anode NBMSiDE™ Robust NBMSiDE™ Solves
Slide 19: Silicon Anode: Competitor Comparison
Silicon Anode: Competitor Comparison Cost Innovations Through Non-Vacuum, Wet Nanocoating System NBMSiDE™ Silicon Polymer-Coated Silicon/Carbon Silicon Oxide Silicon Polymer-Coated Nano/Micro-Sized Carbide Composite (SiOx) Nanoparticles Si Nanoparticles Metal Silicon Performance Levels High Mid Low
Slide 20: Commercialization Pathway
Advantage of MLIT Proposal Commercialization Pathway 20
Slide 21: Business Model
Business Model 1. In-House Manufacturing + JV Expansion 2. Process Licensing Agreements [Initial Step] South Korean Commercial Plant → Full Capacity: 5,000 T/year [Next Step] North America + Europe Expansion with JV Partners Licensing Agreement Battery Manufacturers EV OEM 21
Slide 22: Commercialization Developments
Commercialization Developments South Korean Silicon Anode Commercial Plant Construction Original Planned Pilot Plant Capacity New Commercial Plant Initial Capacity 10 Tons per Year 240 Tons per Year 24x Increase From Optimization & Positive Results Commercialization Details Targeted Completion: Firs
Slide 23: Commercial Plant Progress
Commercial Plant Progress Received Construction Permit Approval + Final Negotiation with Preferred Contractor ❖ Initial Site Clearance & Civil Engineering ❖ Contractor Bid for Construction ❖ Detailed Design Process 23
Slide 24: Validation Pipeline + Milestones
Validation Pipeline + Milestones NBMSiDE™ Validation Expected Milestones Joint Development Agreement Optimized Feedback Offtake Agreement Anode EV Battery Collaboration Agreement Supply Chain Players Joint Venture Business Development & Network Global Battery Manufacturers ~60 Electric Vehicle Autom
Slide 25: Financing & Expansion Strategy
Financing & Expansion Strategy Financial Position South Korean Strategic Debt Non-Dilutive Funding Financing + Investments Funded Expansion Joint Venture Activities 25
Slide 26: Share Performance & Structure
Share Performance & Structure 1-Year Historical Price Performance 05/11/2023 Conducts Additional Evaluations $0.50 12/29/2022 with Global Battery Manufacturers & EV Automakers Financial Overview $0.45 Signs MOU with High-Purity Silicon (as of June 5, 2023) Waste Recycler from Solar & 03/06/2023 Semi
Slide 27: For More Information
For More Information: Website: www.neobatterymaterials.com Address: Suite 700, 838 West Hastings Street, Vancouver, B.C. V6C 0A6 Email: dhuh@neobatterymaterials.com 27
NEO Battery Materials — Investor Presentation (June 2023) on 6ix