Volt Resources Ltd · ASX:VRC
Volt Resources — Investor Presentation (June 2017)
18 slides from Volt Resources's investor presentation, Jun 20, 2017
Slide 1: Investor Presentation
Trevor Matthews Investor Presentation 20 June 2017
Slide 2: Disclaimer
Disclaimer The information contained in this confidential document (“Presentation”) has been prepared by Volt Resources Limited (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained herein has been prepare
Slide 3: World class project, experienced board, strong economics
World class project Experienced board and management Strong project economics Growing market in two distinct sectors …and we work to a plan!
Slide 4: Graphite: Critical for our future - battery anodes
GRAPHITE: Critical for our future Battery anodes (spheroidised graphite) China: leading the charge in energy storage Increasing demand for lithium ion batteries – expected to more than treble in 4 years
Slide 5: Graphite: Critical for our future - insulation
GRAPHITE: Critical for our future Insulation (expandable graphite) China, Europe, Korea and Japan: Increased government regulations* *Banned: Halogens (bromides) *Required: Flame-retardant insulation foam Increasing demand for expandable graphite
Slide 6: Graphite: Critical for our future - graphene
GRAPHITE: Critical for our future Graphene 200 times stronger than steel, thinner than a sheet of paper, more conductive than copper Named a "supply critical mineral" and a "strategic mineral" by the United States and the European Union
Slide 7: Pioneering agreements pave the way into new markets
Pioneering agreements pave the way INTO NEW MARKETS Agreement One of China’s leading China’s largest building Conductivity and purity graphite groups materials group Market/ Battery anode Expandable focused Graphene: material processing concentrate offtake, concentrate offtake Product and concentrat
Slide 8: Offtakes and development funding
Offtakes A position of ongoing financial and strategic STRENGTH Development Funding
Slide 9: Strategic plan: Stage 1 scalability and demand
Our new strategic plan is based on SCALABILITY AND DEMAND STAGE 1 2017 2018 Production of 20,000tpa concentrate Q2/3 Q1 Offtakes & funding Expansion feasibility study complete Q3 Volt transitions Mining licenses approved to a ‘Producer’ Q4 Q2/3 Complete Stage 1 DFS Commission and ramp up Stage 1 Q4
Slide 10: Strategic plan: Stage 2 expansion
Our new strategic plan is based on SCALABILITY AND DEMAND 2017 2018 STAGE 2 Approx. 100,000tpa 2020 offtake Three non-binding MoU’s will contribute to expansion1 1. Refer to Volt’s ASX announcements titled“Off-Take MOUs with Leading End-User Groups and Placement” dated 16 June 2017. Counterparties a
Slide 11: Quality graphite
High 99.95% TGC achieved conductivity using conventional purification techniques Volt’s superior Selected by Nano QUALITY No deleterious Graphene based GRAPHITE elements on graphite properties Upgrades easily
Slide 12: A world class project with value and scale
Largest ore reserve Second largest compared with peers mineral resource (largest in Tanzania) 127Mt@4.4%TGC 461Mt@4.9% TGC A WORLD CLASS project with value and scale Refer to Volt’s ASX announcement titled ‘Pre-feasibility Study Completed” dated 15 December 2016. The Company confirms that it is not
Slide 13: Financials: the investment
The investment: FINANCIALS Financially attractive (PFS) Strong project margins 1.4 year payback period Annual OPEX US$93M 66.5% IRR US$890M NPV10 Average annual EBITDA US$195m Refer to Volt’s ASX announcement titled ‘Pre-feasibility Study Completed” dated 15 December 2016. The Company confirms that
Slide 14: Invest in the graphite evolution
Market demand Solid investment World class resource INVEST in the graphite evolution
Slide 15: Invest: market demand
Market demand Expandables: Flame retardant insulation foam Battery anode: High demand Solid investment High-quality graphite: suited to virtually all markets World class resource INVEST in the graphite evolution
Slide 16: Invest: scalable development
Market demand Scalable development Solid investment Planned production and sales in 2018 World class resource INVEST in the graphite evolution
Slide 17: Invest: strategic agreements and funding
Market demand Strategic agreements in place + more being developed Solid High potential margins with investment relatively low production costs World class Development funding resource discussions progressing INVEST in the graphite evolution
Slide 18: Contact
Trevor Matthews Investor Presentation 20 June 2017 Contact: info@voltresources.com Tel +61 (0)8 9486 7788