International Graphite Limited · ASX:IG6
International Graphite — RIU Explorers Conference 2023
22 slides from International Graphite's conference presentation, Feb 14, 2023
Slide 1: Andrew Worland, International Graphite Limited
Andrew Worland Managing Director and CEO International Graphite Limited RIU Explorers Conference, Fremantle WA 14 February 2023 RIU Explorers Conference. 14 February 2023
Slide 2: Disclaimer
Disclaimer Forward Looking Statements International Graphite Limited has prepared this presentation based on information available to it. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions
Slide 3: Vision
Vision. Western Australia’s first fully integrated mine-to-market producer of graphite battery anode material WA Premier Hon. Mark McGowan MLA opens the battery anode R&D facilities at Collie, November 2022 RIU Explorers Conference. 14 February 2023 p3
Slide 4: Capital Structure
Capital Structure IG6 Shares on issue 165.2M Market capitalisation as at 10 February 2023 $40.0M Cash in bank (31 December 2022) $4.8M KMP Options (5 year term, ex price $0.30 -$0.40/share) 8.0M Advisor Options (3 year term, ex price $0.30/share) 6.2M Performance rights with various milestone and 9.
Slide 5: Evolution of IG6
Evolution of IG6 Founded by graphite metallurgists and process design specialists with decades of combined graphite industry experience ▪ Team experienced on many ASX/AIM listed Matthew Phillip David Andrew Australian and African graphite projects O’Kane Hearse Pass Worland ▪ Designed to meet the gr
Slide 6: Expert professional team
Expert professional team Strong technical focus with decades of graphite experience RIU Explorers Conference. 14 February 2023 p6
Slide 7: IG6 capturing full resource value
IG6 capturing full resource value RIU Explorers Conference. 14 February 2023 p7
Slide 8: Strategy for market entry
Strategy for market entry Micronising establishes early cashflow ahead of BAM • Qualification-scale micronising equipment now ordered • DFS for nominal 3ktpa operation due March 2023 Micronising in Collie • Operations and cashflow 2024-> initially using imported feedstock first step to BAM then conc
Slide 9: IG6 achievements since ASX listing in April 2022
IG6 achievements since ASX listing in April 2022 ▪ Established the BAM R&D centre in Collie, opened by the Premier of Western Australia ▪ Commissioned pilot scale micronising and spheroidising equipment – most sophisticated of its kind in Australia ▪ Produced first sample product from imported feeds
Slide 10: The Collie advantage
The Collie advantage Emerging battery and renewable energy hub with $662M committed by WA Government for new industry ▪ Southern end of WA’s main industrial strip with strong focus on power and critical minerals ▪ 200km from Perth and 450km from Springdale ▪ Established infrastructure and road/rail
Slide 11: Collie BAM pilot plant
Collie BAM pilot plant High quality micronised and spheroidised graphite produced ▪ The most advanced pilot-scale graphite micronising and spheroidising plant known to be installed and commissioned in Australia ▪ High temperature purification furnace on site in Collie ▪ ~30 local suppliers involved
Slide 12: Springdale Graphite Project Location
Springdale Graphite Project Location RIU Explorers Conference. 14 February 2023 p12
Slide 13: Springdale Graphite Project Key characteristics
Springdale Graphite Project Key characteristics Springdale Graphite Project Inferred Mineral Resource Estimate – 2% TGC cut-off JORC 2012 (1) ▪ 100% owned – 2 granted exploration and 1 granted prospecting Domain Tonnes (Mt) Density Graphite license + 1 exploration license under application (t/m3) (T
Slide 14: Springdale Graphite Project
Springdale Graphite Project Aeromagnetic survey highlights graphite anomalies within the existing mineral resource and beyond ▪ Over 6000m of drilling completed by IG since June 2022 ▪ Drilling confirms high grade domains in existing resource model and block model performance ▪ 3 new discoveries wit
Slide 15: Springdale Graphite Project
Springdale Graphite Project Typical cross sections from diamond and RC drilling within the existing Mineral Resource – shallow, open at depth RIU Explorers Conference. 14 February 2023 p15
Slide 16: Driving the graphite opportunity
Driving the graphite opportunity Decarbonisation is fueling extraordinary forecasts in global demand for batteries and graphite ▪ Graphite makes up 95% of the raw material in Li-ion battery anodes ▪ Up to 10 times more graphite than lithium in a Li-ion battery ▪ 97 new natural flake graphite mines r
Slide 17: Rapid uptake of electric vehicles
Rapid uptake of electric vehicles EVs are 35% of all vehicle sales – a 13x increase is expected within ten years Annual EV Sales (millions) (LHS) Global EV Stock (millions) (RHS) BEV+PHEV's % of total vehicle sales 60.0 250.0 40.0% 35.0% 50.0 200.0 30.0% 40.0 25.0% 150.0 30.0 20.0% 100.0 15.0% 20.0
Slide 18: Graphite in short supply
Graphite in short supply Supply needs to increase 3-6 times in 10 years to meet decarbonisation goals – underpinned by high ESG standards Source: Benchmark Mineral Intelligence Source: Benchmark Mineral Intelligence, Q4 2021 Forecast RIU Explorers Conference. 14 February 2023 p18
Slide 19: Government supporting battery minerals
Government supporting battery minerals Potential for Australian government funding to support IG ▪ $2M secured from Western Australian Government for commercial scale micronising facility in Collie ▪ $200M Collie Industrial Transition Fund announced 25 November 2022 by the WA Government ▪ $50M Criti
Slide 20: Next milestones
Next milestones Establish cashflow ahead of BAM production to be sourced from Springdale Graphite Project • DFS for nominal 3ktpa Collie micronising facility due March 2023 • Qualification scale equipment to be delivered in June 2023 Micronising in Collie • Expand land use in Collie light industrial
Slide 21: IG6 strong foundations for success
IG6 strong foundations for success ▪ Right commodity – unprecedented demand for lithium-ion batteries ▪ Right deposit – Springdale ‘fine flake’ ideal feedstock for BAM ▪ Right location – Western Australia, world’s top jurisdiction for mining investment* ▪ Early cashflow – Collie micronising to be op
Slide 22: IG6 is on track to be Western Australia's first fully integrated producer
IG6 is on track to be Western Australia’s first fully integrated mine-to-market producer of battery anode graphite – building Australia’s capability in critical minerals and an ethical supply to support global decarbonisation and the transition to renewable energy. International Graphite Limited And
International Graphite — RIU Explorers Conference 2023 on 6ix