Nano One Materials Corp · TSX:NANO
Nano One Materials — Investor Presentation (January 2025)
21 slides from Nano One Materials's investor presentation, Jan 2, 2025
Slide 1: Changing How the World Makes Battery Materials
Nano One Materials Corp. TSX: NANO │ FF: LBMB│ OTC: NNOMF Unlocking Cost-Competitive Cathode Production Made with less waste GHG energy water Changing How the World Makes Battery Materials 48 Patents (56+ Pending) $150B+ Market in North America, EU, Indo-Pacific by 2035 1 | TSX: NANO | 2025-01-02
Slide 2: Disclaimers
Disclaimers TSX: NANO | FF: LBMB | OTC: NNOMF Disclaimer None of the information or analyses presented are intended to form the basis for any investment decision, and no specific recommendations are intended. Accordingly, any use of this information is at the reader’s risk and without liability to N
Slide 3: Executive, Investor and Business Leaders
500+ Years Cathode Experience Executive, Investor and Business Leaders Paul Guedes Andrew Dan Blondal Denis Dr Stephen Adam Johnson Kelli Forster Alex Holmes Carlo Valente Director, Muckstadt CEO, Founder & Geoffroy Campbell SVP, External SVP, People COO CFO Capital VP Business Director CCO CTO Affa
Slide 4: Battery & Market 101
Battery & Market 101 Dan Blondal, CEO, Director & Founder—Nano One 4 | TSX: NANO | 2025-01-02
Slide 5: How Lithium-ion Batteries Work
Batteries 101 How Lithium-ion Batteries Work COMPONENTS Cathode (+) Li+ Separator & Electrolyte Li+ Anode (–) Charging moves lithium ions from Energy is generated when lithium the cathode through the ions move from the anode to the electrolyte to the anode cathode. 5 | TSX: NANO | 2025-01-02
Slide 6: Cathode Active Material (CAM)
Cathode Active Material (CAM) • Key to energy density, durability, power output, and efficiency. • Most complex, costly, energy, and environmentally-intensive component. Nano One’s One-Pot CAM Process – a platform for many formulations ↑ Durability ↑ Safety ↓ $ ↓ Supply Chain Risk Anode LFP P Li LFP
Slide 7: Total Addressable Market (TAM) by 2035
Total Addressable Market (TAM) by 2035 North America + EU + Indo-Pacific Cathode Market North America + EU + Indo-Pacific2 3.0 ~ 800 TWh LFP 2.5 ESS, Industrial LFP Mass Market EV $48B CAM (millions of tonnes) 2.0 Heavy Duty NMC $98B LNM $7B 1.5 811, NCA, NMC Long range EV ~ 600 TWh 1.0 $150B+ 0.5 T
Slide 8: History of Lithium Iron Phosphate (LFP)
Scan to watch how History of Lithium Iron Phosphate (LFP) Nano One contributed 1996 1997–2001 Dr. John Goodenough Hydro Quebec & & University of Texas Université de Montréal Use of LFP in Li-Ion Carbon coating LFP 2005 2002 Phostech 1st License to Phostech Lithium Makes 1st 600 tpa using In Québec –
Slide 9: Tech, Knowhow & Assets
Tech, Knowhow & Assets 9 | TSX: NANO | 2025-01-02
Slide 10: One-Pot Process
See how it works Cost-competitive1 & Greener2 One-Pot Process $ ↓ up to 30% less OPEX ↓ at least 30% less CAPEX PCAM, CAM & Coating combined ↓ 80% less energy ∅ sodium sulphate wastewater Mn coating One CO2 ↓ 50-60% GHGs Co Ni CAM P lithiated coated Li2CO3 Fe ↓ 80% water usage Pot LFP, NMC, LNMO … ↓
Slide 11: Innovative Technology Solutions
See how it works Nano One Sustainable Manufacturing Summary Innovative Technology Solutions Sulfate-Free Inputs Streamlined Process Next-Gen Durable M2CAM ® One-Pot Cathodes Central to our cathode Our simplified One-Pot process Our M2CAM® Technology enables manufacturing solutions, the One-Pot enabl
Slide 12: Innovation Hub and Commercialization Hub
R&D, testing & characterization Innovation Hub Commercialization Hub Burnaby, BC, Canada Candiac, Québec, Canada 25,000 sf 80,000 sf LFP, NMC, LNMO & other CAM ✓ Only full scale LFP plant and experienced team outside Asia 48 Patents Granted & 56+ Pending ✓ 200 tpa Expansion Targets: 600 tpa → 1,000+
Slide 13: Partnerships
Partnerships Carlo Valente, CFO—Nano One | Alex Holmes, COO—Nano One 13 | TSX: NANO | 2025-01-02
Slide 14: And thanks to partners around the supply chain
And thanks to partners around the supply chain and to governments +C$16.9M 2023 +C$18M 2024 Québec +US$10M 2022 Department +US$12.9M 2024 of Defense +C$20+M 2014–22 and the planet. OEMs 14 | TSX: NANO | 2025-01-02
Slide 15: Partnering with like-minded multi-national companies
A global growth strategy Partnering with like-minded multi-national companies Partnership: Zoom In AUD9B market cap Nearly 50,000 experts AUD1.5B battery materials division in energy, chemicals Proven process know-how and track and resources across record across 100’s of mining, 45 countries. batter
Slide 16: A Flexible Business Model
Diversified Revenue Streams A Flexible Business Model Nano One’s Patent Wall 48 Patents Globally, 56+ pending License Model Modular Design-Once-Build-Many accelerated growth strategy Independent Manufacturing Joint Venture IP + engineering + equip. Leverage existing assets and know-how Upfront Fee S
Slide 17: Design-One-Build-Many Global Growth Strategy
Nano One + Worley: Changing How the World Makes Battery Materials, together Licensing/ JV Design-One-Build-Many Global Growth Strategy CAM package for rapid deployment of Nano One’s One-Pot tech Engineering design + facility One-Pot enabled Key Proprietary Equipment IP Rights Plant Layout Modular 12
Slide 18: Nano One Candiac
Production Nano One Candiac operational excellence Only LFP pilot & team outside Asia World class know-how OEM certification know-how (IATF ISO) Full scale equipment Product & Validation: Samples support Licensing & JV 1000+ tpa expansion 18 | TSX: NANO | 2025-01-02 Nano One, Candiac, Quebec
Slide 19: Recent Progress
Recent Progress Government of Québec Awards $18M CAD US Department of Defense Awards $12.9M USD Supports capacity expansion at Candiac LFP production and Burnaby R&D facilities. Worley Partnership: New cost advantages of One-Pot LFP cathode production + first modular plant layout At least 30% lower
Slide 20: Thank you
Changing How The World Changing Makes Battery Battery Materials Materials Thank you 20 | TSX: NANO | 2025-01-02
Slide 21: Nano One Materials Corp.
INNOVATIVE SOLUTIONS Nano One Materials Corp. Platform technology for LFP, NMC, LNM, and other Cathode formulations. One-Pot process lowers cost, complexity, M2CAM eliminates large volumes of Coated Single Crystal Cathode adds carbon intensity, & GHGs wasteful byproducts. durability/range/charge/lif
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