International Graphite Limited · ASX:IG6
International Graphite — Shareholder Meeting (November 2022)
21 slides from International Graphite's shareholder meeting presentation, November 2022
Slide 1: International Graphite
International Graphite ASX:IG6, FRA: H99, WKN: A3DJY5 November 2022
Slide 2: Disclaimer
DISCLAIMER Forward Looking Statements International Graphite Limited has prepared this presentation based on information available to it. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions
Slide 3: Our Vision
Our Vision International Graphite (ASX:IG6) aims to be Western Australia’s first fully integrated mine- to-market producer of graphite battery anode material. 3
Slide 4: Investment highlights
Investment highlights Springdale Graphite Resource: Long life, shallow graphite deposit with high grade zone, ideal scale for graphite market Collie Downstream Processing Project: State of the art pilot graphite micronising and spheroidising pilot plants established -> commercial scale micronisi
Slide 5: Corporate
Corporate IG6 created by graphite metallurgists and process design specialists identifying the gap for sovereign supply to meet demand Matthew Phillip IG6 O’Kane Hearse David Shares on issue 165.2M Pass Andrew Worland Market capitalisation as at 18 November 2022 $50.0M Cash in bank (30 September 202
Slide 6: Our future is electric
Our future is electric Graphite is a critical metal in the Li-ion battery Graphite is the anode in Li-ion batteries Largest commodity in Li-ion battery Up to 10 times more graphite than lithium per Li-ion battery 6
Slide 7: Rapid uptake of electric vehicles
Rapid uptake of electric vehicles EVs make up 35% of all vehicle sales 13x increase expected within ten years Annual EV Sales (millions) (LHS) Global EV Stock (millions) (RHS) BEV+PHEV's % of total vehicle sales 60.0 250.0 40.0% 35.0% 50.0 200.0 30.0% 40.0 150.0 25.0% 30.0 20.0% 100.0 15.0% 20.0 10.
Slide 8: Graphite in short supply
Graphite in short supply Supply needs to increase 3-6 times in 10 years to meet decarbonisation goals – underpinned by high ESG standards 8
Slide 9: The Collie advantage
The Collie advantage Emerging battery and renewable energy hub with $662M committed by state government for new industry $2M committed to IG6 Thriving resource and industrial centre 200km from Perth and 450km from Springdale Efficient road and rail transport Close to export ports Ready a
Slide 10: WA Premier opens Collie BAM pilot facilities and R&D centre
WA Premier opens Collie BAM pilot facilities and R&D centre Announces $200M Collie Industrial Transition Fund Official opening Friday 25 November 2022, at Collie. Transition fund announced targeting projects in priority sectors of green manufacturing or minerals processing, clean energy, and ene
Slide 11: Capturing full resource value
Capturing full resource value 11
Slide 12: Esperance / Hopetoun
Esperance Hopetoun
Slide 13: Springdale Graphite Project
Springdale Graphite Project Hopetoun, Western Australia Ownership: 100% owned - acquired from Comet Resources Ltd (ASX: CRL) Springdale Graphite Project Inferred Mineral Resource Estimate – Location: Hopetoun, Western Australia – 25km south of 2% TGC cut-off JORC 2012 Ravensthorpe Nickel Mine, M
Slide 14: Springdale Graphite Project: airborne surveys
Springdale Graphite Project Airborne surveys identify significant exploration opportunity 14
Slide 15: Springdale Graphite Project: new high grade prospects
Springdale Graphite Project Immediate exploration success - new high grade graphite prospects identified Resource drilling – to expand existing resource, convert indicated to inferred, and generate samples for testwork Exploration drilling – to test highly prospective areas within 2.5km of exist
Slide 16: Collie downstream processing
Collie downstream processing Establishing Australia’s largest and most advanced pilot micronising and spheroidising facility Pilot plant successfully commissioned and operated – showing capability to produce marketable products at consistent size and shape Testwork to build operating, product ha
Slide 17: Expansion of Collie
Expansion of Collie Short term producer - nominal 3ktpa micronising facility to be operational in 2024 Qualification-scale plant has been procured Commercial-scale equipment to be ordered Q3 2023 Operations Q1 2024 Limited ramp up period with immediate cashflows R&D benefits Micronising
Slide 18: Full scale battery anode material
Full scale battery anode material Micronising, spheroidising, purification and coating at Collie using Springdale concentrate BAM Concept Study – Q1 2023 Purification and coating process, technology and partner assessment Feasibility studies through mid 2024 18
Slide 19: Forthcoming Company Milestones
Forthcoming Company Milestones IG will target government programs and R&D grants to support accelerated growth plans Springdale Graphite Project Collie Downstream Processing Exploration results – expected December 2022 Continued testwork of BAM R&D facilities and Q1 2023 Commercial Micronising
Slide 20: IG6 strong foundations for success
IG6 strong foundations for success To be Western Australia’s first fully integrated mine-to- market producer of graphite battery anode material Right commodity: graphite the main mineral in lithium-ion batteries which are experiencing extraordinary demand growth Right location: WA the world’s pr
Slide 21: IG6 is on track to be Western Australia's first fully integrated producer
IG6 is on track to be Western Australia’s first fully integrated mine-to-market producer of battery anode graphite – building Australia’s capability in critical minerals and an ethical supply to support global decarbonisation and the transition to renewable energy. International Graphite Limited And
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