First Graphene Ltd · ASX:FGR
First Graphene — Investor Presentation (March 2019)
21 slides from First Graphene's investor presentation, March 2019
Slide 1: Delivering the Graphene Revolution
DELIVERING THE GRAPHENE REVOLUTION March 2019
Slide 2: Forward Looking Statements & Disclaimer
Forward Looking Statements & Disclaimer This is presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed development strategy to recipients (“Recipient”). This presentation and its conten
Slide 3: The Opportunity
THE OPPORTUNITY The lowest risk exposure to graphene The world leader in the commercialisation of graphene • Fully operational plant with capacity of 100 tonne/year Established supply • Secure raw material supply and robust process • Low capital cost and short build time Low capital costs • Expansio
Slide 4: Timeline of Achievements
TIMELINE OF ACHIEVEMENTS Growth of expertise and capability in a short time frame April 2015 First graphene produced in test work at University of Adelaide Sept 2016 Graphene Cell pilot plant (5 tpa) commissioned, verifying the production process May 2017 Optimisation increased capacity of cell to 1
Slide 5: First Graphene: Commencing commercial sales
FIRST GRAPHENE Status as at February 2019 Commencing commercial sales § Capacity 100 tpa § Product PureGRAPH™ powdered graphene range § Platelet diameter sizes of 5, 10 and 20 microns § Generally 3-8 layers in thickness § High quality, fit for use in industry § Premium pricing § Target Markets Polym
Slide 6: Graphene Market
GRAPHENE MARKET The most promising nanomaterial § Graphene, isolated in 2004, is the thinnest, strongest, most flexible, best barrier, most transparent, most conductive (thermal & electrical) material ever developed. § Graphene is forecast to create a >$300m materials market by 20221 and enable down
Slide 7: Real Commercial Opportunities: Industrial Composites
REAL COMMERCIAL OPPORTUNITIES Industrial Composites Commercial Product Enhanced polymer liners for mining equipment Customer newGen Group (who supplies BHP, RIO, Fortescue) Characteristic Sought Strength and flexibility Improvements 37% improvement in tensile strength Achieved 100-500% improvement i
Slide 8: Real Commercial Opportunities: Industrial Composites
REAL COMMERCIAL OPPORTUNITIES Industrial Composites Commercial Product Enhanced polymers - general Customer Multi-national polymer and materials manufacturer, based in Europe Characteristic Sought General benefits offered by graphene – strength, flexibility Improvements Subject to testing Achieved S
Slide 9: Real Commercial Opportunities: Heat Transfer Fluids
REAL COMMERCIAL OPPORTUNITIES Heat Transfer Fluids Commercial Product Next generation of coolants – automotive, computing Customer FlexeGRAPH Characteristic Thermal dispersion in engine oils and coolant fluids for better Sought efficiency Improvements Tests so far show PureGRAPH™ 5 to be superior ad
Slide 10: Real Commercial Opportunities: Fire Retardant Polymers
REAL COMMERCIAL OPPORTUNITIES Fire Retardant Polymers Commercial Product Fire retardant to be added to polymer shipping pallets Customer European masterbatch company Characteristic Sought Improved retardant that satisfies increasing strict environment rules Improvements Extensive tests confirm super
Slide 11: Real Commercial Opportunities: FireStop
REAL COMMERCIAL OPPORTUNITIES FireStop™ Commercial Product Fire retardant coatings/paints Customer Not identified yet Characteristic Sought Thermal dispersion, non-toxicity Improvements Very effective in preventing ignition Achieved Avoids the intumescent effect Sales Potential Multi-billion dollar
Slide 12: Real Commercial Opportunities: Construction
REAL COMMERCIAL OPPORTUNITIES Construction Commercial Product Additive to cement products Customer Not identified yet Characteristic Improved tensile and compressive strength, and reduced Sought permiability Improvements 34% increase in compressive strength Achieved 27% increase in tensile strength
Slide 13: Manufacturing and Supply Platform
MANUFACTURING AND SUPPLY PLATFORM Secure, established, robust and consistent Secure Robust § Captive supply of graphite from Sri Lanka. § Scaled finishing and drying steps. § +97% carbon ore used directly from the ground. § Industrially available process tools. § Several years of raw material stockp
Slide 14: High Quality Products: PureGRAPH
HIGH QUALITY PRODUCTS: PureGRAPH™ Consistent, high performing and easy to use § Graphene platelets with low defects and high sp2 carbon levels. § High aspect ratio product contain high levels of few layer graphene primary particles. § PureGRAPH™ powders have well controlled particle sizes at 5µm, 10
Slide 15: World Leading Development Partners
WORLD LEADING DEVELOPMENT PARTNERS Universities, customers and distributors § GEIC – Graphene Engineering Innovation Centre § Tier 1 partners with access to multinational OEMs in aerospace, engineering, oil & gas § Collaborative projects in composite materials, construction materials and energy stor
Slide 16: The Investment Case
THE INVESTMENT CASE § First Graphene offers investors an advanced entry into the graphene revolution. § The Company has an established direct manufacturing route which is already built and operational at a capacity of 100 tonnes per annum. Low capital costs mean straightforward expansion of manufact
Slide 17: Forward Looking Milestones
FORWARD LOOKING MILESTONES Q1 2019 Year 1 Year 2 Commercial First 2 tpa sales contract Two additional 2-5 tpa sales contracts Multiple contracts for tpa sales Multiple customers testing Agents established in Europe, North Sales growth through global PureGRAPH™ America & Asia distribution network Bra
Slide 18: It's all about quality
It’s all about quality
Slide 19: Issued Capital and Share Price Performance
Issued Capital and Share Shares On Issue Price Performance Quotes Price (20/2/19) ($) $0.145 406,332,503 Trade in over 25 global stock exchanges. Find out more Market Cap ($m) Quotes are in real-time and charting data is delayed by 20 minutes. Charts not updating with date range? Refer to our FAQs ~
Slide 20: Leadership Team
LEADERSHIP TEAM Successful, experienced and motivated Warwick Grigor § Previously Chairman of Canaccord Genuity Australia Limited. Non-Executive Chairman § Respected and experienced mining analyst. Graduate of the Australian National University with degrees in law and economics. § Held several direc
Slide 21: Investor Base
INVESTOR BASE Stable and well informed technology investors No. of shares Shareholder Percentage 45,757,152 11.06% J P Morgan Nominees Australia Limited 21,063,177 5.09% Twynam Agricultural Group Pty Ltd 16,781,465 4.06% IPS Nominees Limited 14,905,946 3.60% Gregorach Pty Ltd 11,111,111 2.69% Buildi