Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — Investor Presentation (October 2024)
20 slides from Sarytogan Graphite's investor presentation, Oct 29, 2024
Slide 1: The New Force in Graphite – Investor Presentation
Click here to watch PFS 3D animation For personal use only THE NEW FORCE IN GRAPHITE O C TO B E R 2 0 2 4 I N V E S TO R P R E S E N TAT I O N IMARC SYDNEY 1
Slide 2: The Project – PFS By The Numbers
The Project – PFS By The Numbers $62 $252 33% $518 For personal use only Initial Capex (US$M) Preferred Capex (US$M) Internal Rate of Return NPV 8 Pre-Tax (US$M) Stage 1a Stage 2a Stage 2a Stage 2a 50 18.5 7 Spheronisation Rate Beneficiation Rate Purification Rate Stage 1a (ktpa) Stage 2a (ktpa) Sta
Slide 3: The Project - Mineral Resources and Ore Reserves
The Project - Mineral Resources and Ore Reserves Mineral Resource Zone JORC1 In-Situ Total Contained (>15% TGC) Classification Tonnage Graphitic Graphite For personal use only (Mt) Carbon (Mt) (TGC %) North Indicated 87 29.1 25 Inferred 81 29.6 24 Total 168 29.3 49 Central Indicated 39 28.1 11 Infer
Slide 4: The Project – PFS Staged Development Strategy
The Project – PFS Staged Development Strategy Micro Crystalline UHPF “Micro80C” Product2 Up to 99.9992% C Product3 Industrial Use Advanced Industrial Use For personal use only Cathode Conductivity Enhancer USPG & CPSG Nuclear Moderator >99.99% C Product3 Li-ion Anodes for EVs Mining1 Flotation2 Ther
Slide 5: The Products – Micro Crystalline Graphite (Micro80C)
The Products – Micro Crystalline Graphite (Micro80C) For personal use only Foundry Brakes, Plastics, Rubber Wet Lubricants Dry Lubricants Sector pricing US$400 to $850/t PFS average = US$746 to $791/t Base load volumes of 30-43ktpa 5
Slide 6: The Products - Ultra High Purity Fines (UHPF)
The Products - Ultra High Purity Fines (UHPF) up to 99.999%C For personal use only Alkaline Batteries Nuclear Moderator Lead Acid Batteries Other Primary Batteries Sector pricing US$3,000 to 12,000/t PFS average = US$4,468 to $5,577/t Only available with SGA ‘inverted’ flowsheet Primary batteries fa
Slide 7: The Products – Spherical Purified Graphite (USPG and CSPG)
The Products – Spherical Purified Graphite (USPG and CSPG) Li-ion Batteries for EVs • 2024 test-work demonstrated1 high performance in lithium-ion batteries For personal use only • PFS plans: • 7ktpa of USPG at $2,500/t and • 4ktpa of CSPG at $8,000/t • Graphite is half of the EV battery. 1Refer ASX
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 Demand to Double This Decade
The Market – Graphite Demand to Double This Decade For personal use only • Sarytogan to place as many units of carbon in as many markets as possible. • Strong competition from Chinese synthetic graphite in Li-ion anodes. • Natural graphite a better environmental, economic and strategic choice. Sourc
Slide 10: 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 11: The Market - Geopolitics
The Market - Geopolitics China Export Limits 1/12/2023 EU Battery Passport 1/2/2025 USA Tariff on Chinese Graphite 1/1/2026 Dominate 70% of graphite mining & QR code database of provenance & 25% Tariff on graphite from China CO2 footprint for all large batteries For personal use only 90% of anode va
Slide 12: 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 13: Kazakhstan - Lowest Quartile Power Costs Including Renewables
Kazakhstan - Lowest Quartile Power Costs Including Renewables • Kazakhstan’s power cost is in the lowest quartile globally • 35 kV powerline to be extended 15 km to the deposit for upstream plant For personal use only • 500kV sub station and 50 MW solar farm co-located with downstream plant Electric
Slide 14: 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 14
Slide 15: Kazakhstan – Baynazar Copper Exploration Project
Kazakhstan – Baynazar Copper Exploration Project For personal use only • The Central Asian Orogenic Belt hosts many large copper- gold porphyry deposits including in Kazakhstan: Bozshakol, Aktogai, Kounrad, Nurkazgan and Koksai (each 3-6Mt Cu) and Oyu Tolgai (30 Mt Cu, 44 MOz Au) in Mongolia. • 282k
Slide 16: Next Steps – DFS Early Works
Next Steps – DFS Early Works • 20t trial mine completed for: For personal use only • Metallurgical testing • Customer samples • Vendor test-work • DFS scoping and tendering • Land Access: • Community consultation • Environmental permitting • Mining licence grant • Baynamys copper exploration 16
Slide 17: Finance – EBRD Equity Investment
Finance – EBRD Equity Investment The EBRD is a multilateral bank that promotes the development of the private sector and entrepreneurial initiative in 36 economies across three continents. The Bank is owned by 73 For personal use only countries as well as the EU and the EIB. To date, the EBRD has in
Slide 18: 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 19: 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 20: Contact
CONTACT For personal use only Sean Gregory Managing Director E: admin@sarytogangraphite.com.au W: www.sarytogangraphite.com.au +61 08 9388 8290 Engage with us at our Investor Hub: 20
Sarytogan Graphite — Investor Presentation (October 2024) on 6ix