First Graphene Ltd · ASX:FGR
First Graphene — Investor Presentation (June 2021)
17 slides from First Graphene's investor presentation, Jun 23, 2021
Slide 1: What do composites, rubbers, energy storage and concrete all have in common?
WHAT DO COMPOSITES, RUBBERS, ENERGY STORAGE AND CONCRETE ALL HAVE IN COMMON? CORPORATE PRESENTATION JUNE 2021 ASX:FGE - INVESTOR PRESENTATION 1
Slide 2: Graphene as a chemical additive enhancing established products
A growing number of established products and applications globally that are related to these markets, are being significantly enhanced by applying ‘graphene’ as a chemical additive. ASX:FGR - CORPORATE PRESENTATION 2
Slide 3: What makes graphene compelling – trends, facts and statistics
What makes graphene compelling – current trends, facts and statistics: Rubbers and elastomers show major improvements in tensile strength, elongation, abrasion resistance and tear strength with the Independent studies found graphene can make selected products up to 30% stronger Graphene is the thinn
Slide 4: Applications
APPLICATIONS APPLICATIONS APPLICATIONS ASX:FGR - CORPORATE PRESENTATION 4
Slide 5: Our graphene has a unique chemical fingerprint
Our graphene has a unique chemical fingerprint which makes it easy to use and FLEXURAL THERMAL FIRE WEAR AND STRENGTH CONDUCTIVITY RETARDANT DURABILITY OUR GRAPHENE PROPERTIES WEIGHT OPTIMISING ELECTRICAL CORROSION WATER CONDUCTIVITY RESISTANT REPELLENT ASX:FGR - CORPORATE PRESENTATION 5
Slide 6: Who we are, core markets, outlook
WHO WE ARE CORE MARKETS • First Graphene (ASX:FGR) is an Australian • Rubbers and elastomers – automotive, industrial technology and manufacturing company. and leisure. • World leading graphene manufacturer based in • Cement and concretes – recycled, precast Henderson, Western Australia. panels, rea
Slide 7: Vein graphite to electrochemical exfoliation and quality assurance
VEIN ELECTROCHEMICAL INDUSTRIAL QUALITY GRAPHITE RM’s EXFOLIATION FINISHING ASSURANCE • Captive – ensures • High Yield • Well established • 6-sigma approach reliability • Single Step • Controlled Quality • Industry leading • No processing at mine • Unique to FGR • Finishing Options measurement techn
Slide 8: PureGRAPH highest performing graphene additive
® • Highest performing graphene additive available at PureGRAPH® 5 Scanning Electron tonnage quantities Microscopy (scale bar = 20μm): This analysis of dried product powder shows aggregated powders of high aspect ratio graphene • powders contain pristine, high aspect ratio platelets platelets. These
Slide 9: Modular scalable production, customers and commercial leads
• Modular and scalable production process • 100 tonnes per annum • Low capital cost and short lead times to increase capacity • Operational performance with cost base of 20 tonnes • Breakeven point at ~6 tonnes per annum • planarTECH – Graphene coated textiles and wearables • Aquatic Leisure Technol
Slide 10: Management and board
Chief Executive Officer Senior Process Engineer Chief Financial Officer Non-Executive Chairman Non-Executive Director Non-Executive Director • International sales, • Chartered Chemical • More than 15 years • Respected and • Founding partner of • Ph.D. scientist with engineering and Engineer with 20
Slide 11: Commercial managers by material segment
Commercial Manager – Commercial Manager – Commercial Manager – Commercial Manager – Commercial Manager – Commercial Manager – Composites & Plastics Cement & Concrete Marine Composites & Rubbers & Elastomers Energy Storage Coatings Windfarms • Chemical engineer • More than 25 years • TBC • TBC • TBC
Slide 12: Share price and capital structure
Share price (12 MAY 2021) A$0.24 Issued shares – fully paid 535m Listed options (25c) August 2021 101m Unlisted options – (18c) – expiry February 2022 2.0m Unlisted options (25c) – expiry November 2023 15.0m 12-month price range (A$) 0.06c – 0.33c 8 JAN 2021 Market capitalisation ~A$128 0.35 Cash –
Slide 13: 2021 news flow timeline
Commercial relationship extended with MoU with Gerdau S.A. to open up Brazilian planarTECH 26 FEBRUARY 2021 markets to PureGRAPH 9 MARCH 2021 Product discovery – mining bucket wear liner trial results point to a 6x improvement in lifespan 4 MARCH 2021 PureGRAPH product line to include water disperse
Slide 14: Sales focus and new hydrodynamic cavitation process
Clear sales focus on immediate sectors include: • Rubbers & Elastomers • Composites & Plastics • Cement & concretes • Coatings • Energy storage • Discovered new hydrodynamic cavitation process to convert petroleum feedstock into high-grade graphite and graphene. • Applicable in lithium-ion battery a
Slide 15: World's largest producer of commercial grade graphene
1. 2. 3. FGR is the world’s largest producer of We’re on an aggressive sales Ongoing research of new applications for commercial grade graphene – campaign to secure global market driving greater demand of graphene led PureGRAPH® is a commercial grade, high share – given the capability of our product
Slide 16: Disclaimer
• This 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 contents are provided to the Recipient in confi
Slide 17: Contact details
1 Sepia Close, Henderson Western Australia 6166 P. +61 1300 660 448 Graphene Engineering & Innovation Centre University of Manchester Sackville Street, Manchester M13 9PL, United Kingdom P. +44 (0)161 826 2350 FIRSTGRAPHENE.NET info@firstgraphene.net ASX:FGE - INVESTOR PRESENTATION 17