Black Swan Graphene Inc · TSXV:SWAN
Black Swan Graphene — Investor Presentation (November 2022)
24 slides from Black Swan Graphene's investor presentation, November 2022
Slide 1: Corporate Presentation November 2022
CORPORATE PRESENTATION November 2022
Slide 2: Cautionary Statements
Cautionary Statements This document is a presentation dated for reference January 2022 (the “Presentation”) regarding Black Swan Graphene Inc. (the “Company”) current as of January 2022, unless stated otherwise. It is information in a summary form and does not purport to be complete. The Presentatio
Slide 3: Highlights
Highlights • Bulk Graphene: Multi-Billion Dollar Addressable Markets, notably in concrete, polymers, and batteries C$10M Current Cash OTCQB: BSWGF • Black Swan Graphene Inc. acquired graphene production Position Intellectual Property, 16 patents granted internationally, and know-how from Thomas Swan
Slide 4: Agreement with Nouveau Monde Graphite
Agreement with Nouveau Monde Graphite OTCQB: BSWGF TSX-V: SWAN Letter of intent with Nouveau Monde Graphite Inc.: • Black Swan Graphene to establish graphene production capacity within Nouveau Monde’s graphite processing plant in Saint-Michel-des-Saints, Québec, Canada • Create a Fully-Integrated Pr
Slide 5: Valuation and Ownership
Valuation and Ownership NanoXplore Inc. 510 Zentek Ltd. $216 OTCQB: BSWGF Directa Plus PLC $92 Graphene Manufacturing Group Ltd. $80 First Graphene Ltd. $57 Versarien PLC $38 Enterprise Value (EV): $12M Black Swan Graphene Inc. $23 TSX-V: SWAN $0 $100 $200 $300 $400 $500 $600 Millions* Private Equit
Slide 6: Corporate Leadership
Corporate Leadership OTCQB: BSWGF Mr. Harry Swan – Chairman of the Board Mr. Swan is the owner and CEO of Thomas Swan & Co. Ltd. and the fourth TSX-V: SWAN generation of the Swan family to lead the Company. He joined in 2002 to launch the Carbon Nanomaterials business. He took over as Managing Direc
Slide 7: Corporate Leadership
Corporate Leadership Paul Hardy Michael Edwards VP Corporate Simon Marcotte, CFA OTCQB: BSWGF COO, Director Development President, CEO, and Director Mr. Edwards has more than 30 years Mr. Marcotte has nearly 25 years of Mr. Hardy’s career spans 30 of manufacturing and business capital market and cor
Slide 8: Corporate Leadership
Corporate Leadership Henri Wilhelm Peter Damouni Dr. David Deak VP Technology Executive Director Independent Director OTCQB: BSWGF Mr. Henri Wilhelm has more Mr. Damouni has over 20 years of Dr. David Deak is President of than 15 years of experience corporate and investment Marbex LLC, running a por
Slide 9: Corporate Leadership
Corporate Leadership Aidan Sullivan Greg Duras Roy McDowall VP – Strategic Initiatives CFO Director OTCQB: BSWGF Mr. Sullivan has over 20 years Mr. Duras has over 15 years of Roy McDowall, a Director of of experience building and corporate and project finance Mason Graphite Inc., is a capital financ
Slide 10: What is Graphene
What is Graphene Flake Graphite Bulk Graphene (GNP) Single Layer Graphene • Layers of carbon atoms • Few layers of carbon atoms • Single layer of carbon atoms arranged in a hexagonal arranged in a hexagonal structure arranged in a hexagonal OTCQB: BSWGF structure (≈200,000 to (≈5 to ≈100 layers) str
Slide 11: Bulk Graphene Target Markets: Concrete
Bulk Graphene Target Markets Concrete OTCQB: BSWGF • Large market – over 20 billion tonnes/year consumed (≈c$1,200 billion) • Market Potential: 2,000,000 tonnes of graphene demand • Concrete responsible for 8%+ of global greenhouse gas emissions TSX-V: SWAN • Similar strength achieved using ≈40% les
Slide 12: Bulk Graphene Target Markets: Polymers
Bulk Graphene Target Markets Polymers OTCQB: BSWGF • Global Plastic Additive market: ~$40B annually • Graphene is a game changer for polymers • Multiple benefits of bulk graphene as an additive: • Light weighting: weight reduction for transportation driving Electric Vehicle adoption, even TSX-V: SWA
Slide 13: Bulk Graphene Target Markets: Tires and Carbon Black Replacements
Bulk Graphene Target Markets Tires and Other Carbon Black Replacements OTCQB: BSWGF • Carbon black market: ≈$18B annually (12Mt), approximately 60% to 70% used in car tires • Bulk graphene can improve tire performance (or lower cost depending on loading factor) and is a greener product compared to c
Slide 14: OTCQB: BSWGF
POLYMERS / NN PLASTICS WATER FILTRATION AND DESALINATION 4 o HIGH VOLTAGE ‘CABLES Zi TEXTILES CONCRETE S LUBRICANTS Lion YA BATTERIES y \ ELECTRIC a VEHICLES 3D PRINTING \ oe G PACKAGING PAINT 14 OTCQB: BSWGF Bw il TSX-V: SWAN
Slide 15: Potential Market Size
Potential Market Size OTCQB: BSWGF • Graphene adoption finally taking place in industrial applications • Lead by the largest prospective markets: Concrete and Polymer TSX-V: SWAN Additives • Black Swan’s economies of scale for bulk graphene production set to accelerate as a result 15
Slide 16: Carbon Fiber Adoption
Carbon Fiber Adoption OTCQB: BSWGF As Carbon Fiber experienced in the 1990’s, Exhibit 29: Global demand for carbon fiber took off as a result of lower Bulk Graphene market penetration prices accelerating rapidly with availability of lower cost production Generally speaking, graphene improves TSX-V:
Slide 17: Price "Tipping Point"
Price “Tipping Point” OTCQB: BSWGF “Graphene price of US$25/kg would make bulk graphene competitive as a tire additive" – Goldman Sachs Tire Additive Black Swan Graphene: Economics TSX-V: SWAN Bulk Carbon Black Graphene ü Target selling prices: US$8/kg to US$10/kg Tire weight – kg 10 10 % tire weigh
Slide 18: Patented Manufacturing Process
Patented Manufacturing Black Swan uses a “top-down”, High Shear Liquid Phase Exfoliation process to produce 2D materials in large volume, Process notably graphene of multiple layers delivering a sub-set of the properties of single layer graphene OTCQB: BSWGF • Technology already scaled up three time
Slide 19: Product Performance
Product Performance OTCQB: BSWGF Several factors, including dispersion, impact product performances but only end-product performance matters TSX-V: SWAN Data INDEPENDENTLY measured by the Graphene Engineering Innovation Centre (GEIC) Polymers: 45% improvement in Abrasion Resistance in TPU with 1% lo
Slide 20: Recent Applications of our Graphene
Recent Applications of our Graphene In September 2021, graphene resulting from the patented process owned by Black Swan Graphene was used by Nationwide Engineering (Concretene Inc.) in the concrete mix poured during the construction of a CA$30.5M OTCQB: BSWGF residential development 150 km west of L
Slide 21: Agreement with Gerdau Graphene
Agreement with Gerdau Graphene OTCQB: BSWGF TSX-V: SWAN • Execution of a multi-year Master Distributorship Agreement with Gerdau Grafeno Ltda (“Gerdau Graphene”), a wholly owned subsidiary of Gerdau S. A. focused on the development of chemical additives, mineral additives and masterbatches with grap
Slide 22: Battery Materials Partnership
Battery Materials Partnership OTCQB: BSWGF "Aims to improve energy density, power density and low temperature performance of battery technologies through application of innovative carbons” “Johnson Matthey (JM), (…) has teamed up with (…) Thomas Swan, one of the UK’s leading independent chemical man
Slide 23: 24-month Budget - CAD
24-month Budget - CAD OTCQB: BSWGF Year-1 Year-2 G&A .872m .872m Legal, Patent/Trademark Management, Audit, TSX, etc. .728m .728m TSX-V: SWAN Optimization, R&D, Customer Testing .65m .65m Partnerships, Government Lobbying, Branding .53m .4m PEA, Feasibility Study .2m .6m Capital Market Fees, Confere
Slide 24: TSX-V: SWAN OTCQB: BSWGF
TSX-V: SWAN OTCQB: BSWGF Paul Hardy, VP Corporate Development Simon Marcotte, President & CEO +1 (416) 844-7365 +1 (647) 801-7273 phardy@blackswangraphene.com smarcotte@blackswangraphene.com Black Swan Graphene Inc. │ 1410-120 Adelaide Street West, Toronto, Ontario, Canada M5H 1T1
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