Waratah Minerals Limited · ASX:WTM
Waratah Minerals — Battery Minerals — Shareholder Meeting (May 2017)
22 slides from Waratah Minerals's shareholder meeting presentation, May 26, 2017
Slide 1: Annual General Meeting Presentation
Annual General Meeting Presentation 26 May 2017 1
Slide 2: Its About Batteries – Presentation Summary
Its About Batteries – Presentation Summary • Lithium Ion Battery Market • Development strategy • Project and status report • Next Steps 2
Slide 3: Its About Batteries
Its About Batteries Source – Morgan Stanley Research 2017 BEV = Battery Electric Vehicle ICE – Internal Combustion Engines 3
Slide 4: Its About Batteries
lts About Batteries Li-ion Battery sales, Use of natural graphite in LI-B’s will depend on a significant shift away from 250 000 synthetic e Based upon our projections for Li-ion battery demand depending on the various CAGR 15/25 cathode chemistries and graphite raw material requirements, we have es
Slide 5: "It is About Delivery" – The Key Pillars
“It is About Delivery” – The Key Pillars Strategic Pillar Description Deliver the project Achieve approvals, recruitment, plant procurement, construction, commissioning and ramp up. Mine, process and sell. Marketing and Offtake Conclude high quality sales agreements for flake and spherical graphite
Slide 6: Mine Location & Infrastructure Benefits
Mine Location & Infrastructure Benefits • Two graphite projects located in the Cabo Delgado province of Mozambique in East Africa • Significant graphite export operations/ capacity • Excellent logistics: only 260km to Pemba port via existing roads • Modern mining act and pro-mining government • Stab
Slide 7: Progress Report
Progress Report ITEM Status Cell Battery Complete 18650 Battery Complete Pilot SPG Plant JV in USA co Successfully operated and delivered spherical graphite Definitive Feasibility Study on Flake Complete Prefeasibility on Spherical Graphite Complete Bulk Sample Stage 1 2,000t Extraction, Haulage and
Slide 8: Bulk Sample Mining at Montepuez Project
Bulk Sample Mining at Montepuez Project 8
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Slide 13: Bulk Sample Haulage Montepuez Project to Pemba
Bulk Sample Haulage Montepuez Project to Pemba 13
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Slide 19: Stage 2 – Target Parameters
Stage 2 – What is Stage 2 – Early stage works for Project Development First Commercial Phase production – Target Parameters target early cash flow Mining rate 250 to 300,000 tpa Flake Production Capacity 20,000t at 97 to 99% TGC Purified Spherical Graphite Capacity 10,000 tpa Capital Cost with conti
Slide 20: Next 12 Months
Next 12 Months • Mozambique mining license approved, 2H 2017 • Stage 1 spherical graphite DFS - bulk sample • Dry season exploration activity May 2017 to November 2017 • Detailed Engineering & procurement for Stage 2, 2H 2017 • Choose preferred funding option for Stage 2 • Commence Stage 2 construct
Slide 21: David Flanagan, Executive Chairman
David Flanagan Executive Chairman Battery Minerals Limited E: david.flanagan@batteryminerals.com W: www.batteryminerals.com 21
Slide 22: Disclaimer & Competent Persons Statement
Disclaimer & Competent Persons Statement Forward Looking Statements estimations should be read in conjunction with the information or data that materially affects the information competent person statements included in the ASX included in the original market announcements and that • Statements and m