Graphite One Inc. · TSXV:GPH
Graphite One — Investor Presentation (April 2025)
22 slides from Graphite One's investor presentation, April 2025
Slide 1: Tech Materials for Global Ingenuity
TSX-V: GPH OTCQX: GPHOF Tech Materials for Global Ingenuity. A U.S.-based Supply Chain Solution to Meet the Tech Sectors’ Rising Graphite Demand APRIL 2025 GRAPHITEONEINC.COM
Slide 2: Forward-Looking Statements
Forward-Looking Statements All statements in this presentation, other than statements of historical facts, including those related to the timing and completion of future production, establishment of a processing plant and a graphite manufacturing plant, and events or developments that the Company in
Slide 3: About Graphite One Inc.
About Graphite One Inc. • Developing the Graphite One Project (the “Project”) to become an American producer of synthetic and natural anode active materials (“AAM”) that is integrated with America’s largest natural graphite resource. • The Project: a vertically-integrated, enterprise-to-mine, proces
Slide 4: Management Team
Management Team Anthony Huston Doug Smith P.Eng., ICD.D Founder, CEO & Director Executive Chair & Director Successful entrepreneur with a background in tech, 35+ years in international coal industry. Former President & business development, and finance. Experienced as a CEO of First Coal (acquired b
Slide 5: Outstanding Share Data
Outstanding Share Data Market Capitalization (as at March 31, 2025) CAD - $136.0 million @ CA$0.93 per share USD - $96.5 million @ US$0.66 per share GRAPHITE ONE | TSX-V: GPH OTC: GPHOF 5
Slide 6: Major Milestones
Major Milestones 1 2 3 Preliminary Economic Preliminary Feasibility Study Awarded US$37.5 Million Analysis completed in 2017 completed in August 2022 Department of Defense Grant in July 2023 4 5 6 Bering Straits Native Corporation Awarded US$4.7 Million DLA Contract Technology Licence & Consulting t
Slide 7: Lucid Motors Supply Chain Agreement
Lucid Motors Supply Chain Agreement Event @ U.S. Capitol Non-binding agreement for 5,000 tpa of AG AAM for initial term of 5 years GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 7
Slide 8: Presidential Actions: Executive Orders that Support Graphite One
Presidential Actions: Executive Orders that Support Graphite One – January 20, 2025 ORDER NO. 14156 Sec. 2: Emergency Approvals Declaring a National Energy Sec 3. Expediting the Delivery of Energy Infrastructure Emergency ORDER NO. 14154 Sec 2: Unleashing Energy Dominance through Efficient Permittin
Slide 9: Strategic Investment from Bering Straits Native Corporation
Strategic Investment from Bering Straits Native Corporation • Initial Investment of $2 million and an option to invest an additional $8.4 million, including exercise of warrants • Graphite One and Bering Straits to partner on continued regional and community development • Bering Straits, one of the
Slide 10: Hunan Chenyu Fuji New Energy Technology Co., Ltd. (Chenyu)
Hunan Chenyu Fuji New Energy Technology Co., Ltd. ("Chenyu”) 10
Slide 11: Exclusive Access to Leading Anode Manufacturing Technology
Exclusive Access to Leading Anode Manufacturing Technology 1 2 3 Technology License Consulting Agreement Supply Agreement Agreement Grants Graphite One exclusive license Chenyu to provide: Provisions to enter into agreements for to use certain technologies in the U.S., Advice and guidance in designi
Slide 12: Graphite Creek Property
Graphite Creek Property Graphite One @)
Slide 13: Graphite Creek: A Generational Resource
Graphite Creek: A Generational Resource • Supported by the US Government • Asset is located on 100% state-owned land and supported by the Alaska state government • Resource is cited as the “largest known graphite deposit in the U.S.” by the USGS. Deposit remains open to West, East and down dip. • Up
Slide 14: 2024 Feasibility Study Mineral Resource and Reserve Estimate
2024 Feasibility Study Mineral Resource and Reserve Estimate 1 Cutoff grade of 2% 2 Variable cutoff grade of between 2% - 3% Feasibility Study pit and mineral reserve footprint represents just 1.2 miles of the 9.5 miles long electromagnetic anomaly “The largest known graphite deposit in the United S
Slide 15: FS Pit versus PFS Pit superimposed on electromagnetic survey anomaly
FS Pit versus PFS Pit superimposed on electromagnetic survey anomaly Note: Two images are facing each other GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 15
Slide 16: 2022 Pre-Feasibility Study vs Feasibility Study Objectives - Mine
2022 Pre-Feasibility Study Feasibility Study Objectives - Mine • 2.800 tpd Mill • 10,000 tpd Mill • 9,436 tpd Mine • 33,700 tpd Mine • 53,000 tpy of graphite concentrate • 175,000 tpy of graphite concentrate • 23-year mine life • 22-year mine life* • STP 26-year annual production 75,026 tpy, includi
Slide 17: Ohio AAM Manufacturing Facility, Niles, Ohio
Ohio AAM Manufacturing Facility Niles, Ohio Building a commercial AAM supply chain in the U.S. 17
Slide 18: Planned Ohio AAM Facility
Planned Ohio AAM Facility 1 Phase 1 - Market Entry • Construct finishing/blending plant, initial capacity of 5,000 tpy: − produce AAM from strategically purchased AG and other materials − enables immediate production of AG AAM for testing and qualification • Estimated by the end of 20271. Phase 2 –
Slide 19: Ohio AAM Manufacturing Plant
Ohio AAM Manufacturing Plant CAPEX(1) Mid-2027 $ 76 M • Commissioning of AMM finishing and blending plant Mid-2028 $ 150 M • Commissioning of a graphitization plant, annual production expected at 8,000 tonnes End of 2029 $ 210 M • Commissioning of precursor line - 25,000-tonne annual capacity plant
Slide 20: Export-Import Bank Financing
Export-Impact Bank Financing $325 million non-binding letter of interest • Financing will facilitate the build-out of Ohio AAM Facility • EXIM application to be submitted in 2025 • Path to Revenue Generation – Sale of anode battery materials • Synthetic Graphite AAM first, followed by Natural Graphi
Slide 21: Next Steps for Graphite One
Next Steps for Graphite One 3 Project financing for the Ohio AAM manufacturing plant starting with submission of EXIM application 2 Permitting of Graphite Creek mine 1 Release of bankable feasibility study in April 2025 GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 21
Slide 22: Contact
Contact Anthony Huston President & CEO 604-889-4251 Ahuston@graphiteoneinc.com Suite 600 777 Hornby Street Vancouver, British Columbia V6Z 1S4 graphiteoneinc.com