International Graphite Limited · ASX:IG6
International Graphite — New World Metals Investment Series 2023
23 slides from International Graphite's conference presentation, Sep 14, 2023
Slide 1: ASX announcement: Investor Presentation
14 September 2023 By eLodgement Investor Presentation For personal use only International Graphite Ltd (ASX IG6) is pleased to release a copy of the Investor Presentation to be provided by Managing Director Andrew Worland at the New World Metals Investment Series in Sydney today, Thursday 14 Septemb
Slide 2: Presentation to New World Metals Investment Series, September 2023
For personal use only Andrew Worland Managing Director and CEO Presentation to New World Metals Investment Series, September 2023 IG6 Corporate Presentation. September 2023
Slide 3: About this document
ABOUT THIS DOCUMENT: This document has been prepared by International Graphite Limited (the "Company” or “International Graphite”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the information contained herein is made by any party and nothing contained h
Slide 4: Vision: Western Australia's first fully integrated mine-to-market producer
Vision… Western Australia’s first For personal use only fully integrated mine-to-market producer of graphite battery anode material Acknowledgement of Country International Graphite acknowledges the Traditional Custodians of Country throughout Australia, particularly the Whadjuk, WiIlman, and Wudjar
Slide 5: Breaking News: new mineral resource estimate for Springdale
Breaking News… For personal use only ▪ New mineral resource estimate for Springdale ▪ Second largest graphite deposit in Australia, top 15 globally with strong growth opportunity ▪ 3.4x (240%) increase ▪ 49.3Mt @ 6.5 TGC (2% TGC cut-off) ▪ 18.0Mt @ 6.8% in oxide / transitional material ▪ 28.0Mt @ 8.
Slide 6: Mine to market assets
Mine to market assets Operations to be fully integrated in tier 1 Western Australia For personal use only Springdale Graphite Project ▪ 100% owned ▪ Significant long life resource base ▪ Fine flake graphite ideal for battery anode material ▪ Simple processing with flotation / concentrator ▪ Targetin
Slide 7: Corporate overview
Corporate overview Capital Structure IG6 For personal use only Shares on issue 165.2M Market capitalisation $30.0M Cash at bank forecast at 30 June 2023 plus government Phillip David Andrew $6.8M Pass grant commitments Hearse Worland Matthew KMP Options (5 year term, ex price $0.30 -$0.40/share) 8.0
Slide 8: EV sales to fuel lithium-ion battery demand
EV sales to fuel lithium-ion battery demand EVs expected to be 35% of all vehicle sales in ten years – 13x increase For personal use only IG6 Corporate Presentation. September 2023 p7
Slide 9: Graphite dominates lithium-ion battery anode regardless of cathode
Graphite dominates lithium-ion battery anode regardless of cathode For personal use only ▪ Graphite makes up 95% of the anode in a lithium-ion battery ▪ Up to 10x more graphite than lithium in a battery ▪ ~1kg of graphite is required for 1kwh of power ▪ Battery capacity per vehicle – 50-75kw requiri
Slide 10: Springdale Graphite Project
For personal use only Springdale Graphite Project Developing a high-quality graphite resource at Hopetoun, Western Australia The world needs new graphite mines IG6 Corporate Presentation. September 2023 p9
Slide 11: Spectacular 3.4x increase in Mineral Resource Estimate
Springdale Graphite Project Spectacular 3.4x increase in Mineral Resource Estimate For personal use only Springdale JORC 2012 Mineral Resource estimate (using 2% TGC cut-off) Classification Springdale Graphite Project – September 2023 Tonnes Graphite Contained Graphite (Mt) (TGC%) (Mt) Indicated 11.
Slide 12: Mineral Resource growth and exploration success
Springdale Graphite Project Mineral Resource growth and exploration success For personal use only Drilling Stats ▪ 30,107m ▪ 434 drill holes ▪ Average depth 69m ▪ 20,574m of drilling by IG ▪ Four new discoveries ▪ Mason Bay resource area and target extends over significant scale IG6 Corporate Presen
Slide 13: Oxidation profile supports long life shallow open pit mining
Springdale Graphite Project Oxidation profile supports long life shallow open pit mining…. Oxide zone averages 25m from surface For personal use only Springdale JORC 2012 Mineral Resource by oxidation (using 2% TGC cut-off) Oxidation Profile Classification Tonnes (Mt) Graphite (TGC%) Contained Graph
Slide 14: Target operations and design
Springdale Graphite Project Target operations and design - subject to feasibility studies For personal use only Targets ▪ One product – graphite concentrate <150 micron for processing into battery anode material ▪ Concentrate production – target of 40tpa ▪ Ore mining – targeting 250ktpa-500ktpa depe
Slide 15: Collie Downstream Processing
For personal use only Collie Downstream Processing Western Australia’s first fully integrated mine-to-market producer of graphite battery anode material developing at Collie, Western Australia IG6 Corporate Presentation. September 2023 p14
Slide 16: Capturing full value of the graphite resource
Capturing full value of the graphite resource For personal use only IG6 Corporate Presentation. September 2023 p15
Slide 17: Collie Graphite R&D Facility
Collie Graphite R&D Facility Pilot plant success leads to next phase of expansion For personal use only ▪ Pilot micronising, spheroidising and purification equipment successfully commissioned in 2022 ▪ Sample product produced with imported concentrates to assess conditions for micronising and sphero
Slide 18: Collie Graphite BAM Facility scoping study
Collie Graphite BAM Facility Scoping study shows outstanding results and development pathway For personal use only ▪ Scoping study* to ±35% accuracy – Association for the Advancement of Engineering Class 5 standard Unit CSPG Project USPG Project ▪ Designed to receive 40kt/y of graphite concentrates
Slide 19: Collie site secured for BAM Facilities
Collie site secured for BAM Facilities Emerging battery and renewable energy hub -- $662M WA Government investment in new industry For personal use only ▪ New 20ha site strategically located in Collie ▪ Southern end of WA’s main industrial strip with strong focus on power and critical minerals ▪ 200
Slide 20: Government backing for battery minerals
Government backing for battery minerals IG6 backed by Australian Federal and State governments For personal use only ▪ $4.7M awarded by the Australian Government national Critical Minerals Development Program – May 2023 ▪ $2.0M awarded by the Western Australian Government Collie Futures Industry Dev
Slide 21: What's next
What’s next… Mine-to-market integrated feasibility studies by mid 2024 For personal use only Springdale Graphite Project ▪ Bulk metallurgical testwork underway ▪ Mine scoping study – Q4 2023 ▪ Environmental permitting – Spring surveys and hydrology ▪ Further exploration programs to grow the resource
Slide 22: Highlights
Highlights Western Australia’s first fully For personal use only integrated mine-to-market producer of graphite battery anode material ▪ Graphite is critical ▪ Huge battery ▪ IG6 - right assets ▪ High calibre ▪ Supportive ▪ Demonstrating ▪ Designed to for EVs, power supply deficits in the world’s ex
Slide 23: International Graphite Limited contact
IG6 is on track to be Western Australia’s first For personal use only mine-to-market producer of battery anode graphite. Building Australian supply to support global decarbonisation and the transition to clean energy. International Graphite Limited Andrew Worland, Managing Director & CEO +61 409 370
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