5e Advanced Materials, Inc. · NASDAQ:FEAM
5e Advanced Materials — Investor Presentation (June 2022)
31 slides from 5e Advanced Materials's investor presentation, Jun 28, 2022
Slide 1: Corporate Presentation: Pursuing Global Decarbonization with BORON+
Corporate Presentation Pursuing Global Decarbonization with June 2022 BORON+ Exhibit 99.1
Slide 2: Cautionary Statements
Cautionary Statements FORWARD-LOOKING STATEMENTS The information in this Presentation includes “forward looking statements.” All statements other than statements of historical fact included in this Presentation regarding our business strategy, plans, goals and objectives are forward looking statemen
Slide 3: 5E Sitting at the Crossroads of Major Emerging Themes
5E Sitting at the Crossroads of Major Emerging Themes Global Decarbonization and Push to Net Zero Emissions Ensuring Supply of Critical Materials for 21st Century Industries Preservation of Domestic Security & Integrity of Food Supply Chains Enabling ESG-centric Industries
Slide 4: Seeking to Become a Global Leader in BORON+ Advanced Materials
Seeking to Become a Global Leader in BORON+ Advanced Materials We are in the Right Place, at the Right Time, with the Right Asset Our Plan Commercialize our Fort Cady resource to secure boron and lithium supply, build downstream value-add processing capabilities and establish commercial partnerships
Slide 5: Differentiated Platform and Opportunity
Differentiated Platform and Opportunity Critical Material with Significant Growth Potential Critical Material, Essential to Everyday Life Advantaged elemental properties; essential across a wide range of applications with limited substitution Scarce Resource and Duopolistic Supply 85% of global supp
Slide 6: BORON+ Fundamentals
BORON* BORON+ Fundamentals S/=
Slide 7: Superior Physical Properties; Wide Application Set
Source: Company materials, Royal Society of Chemistry and Global Market Insight. Hardness Only Carbon (diamond) is harder than Boron composites Superior Physical Properties; Wide Application Set and Essential to Everyday Life Heat Resistant Only 11 elements have higher melting points (3,771°F) Anti-
Slide 8: Usage and Value in the Market Shifting Towards Future Facing Applications
Usage and Value in the Market Shifting Towards Future Facing Applications Industrial-Oriented Value-Add Applications Specialized End Uses Images courtesy of Pixabay. Materials Applications Ulexite Colemanite Micronutrients Fiberglass Ceramics Boric Acid Boron Oxide Solar Glass EV Magnets / Panels /
Slide 9: BORON+ a Critical Building Block in Enabling Decarbonization & Security
Source: EIA, IEA, United Nations, PGFP, Congressional Budget Office and Stockholm International Peace Research Institute. Images courtesy of Pixabay. 1) Reflects cumulative global renewable, electrification and infrastructure, and energy efficiency investment under the International Renewable Energy
Slide 10: Global Supply Duopoly and Downstream Concentration
Global Supply Duopoly and Downstream Concentration; Governments Taking Action Supply Concentration in Geopolitically Challenged Areas Source: Millcreek Mining Group, Global Market Insights Inc., U.S. Geological Survey and INTEK Inc. Global Supply Dynamics Diversification of Advanced Material Supply
Slide 11: Continued Supply Pressures Bringing the BORON+ Supply Gap into Focus
Continued Supply Pressures Bringing the BORON+ Supply Gap into Focus Source: Credit Suisse Equity Research. Note: Elemental boron figures converted to boric acid equivalent at a ratio of 1-to-5.72. (1) Displayed data based on the “High Demand” case. Alternatively, under the “Low Demand” case, boron
Slide 12: Few Near-Term Supply Alternatives Besides 5E Fort Cady
Few Near-Term Supply Alternatives Potentially Entering Service Besides 5E Fort Cady California, USA Building SSBF Colemanite Boron, Lithium Production: Excluding Jadar, balance of projects will fail to satisfy anticipated future total demand growth at current production rates(3) Timing: Multi-year d
Slide 13: Why 5E Advanced Materials
Why 5E Advanced Materials BORON+
Slide 14: Significant Resource in Strategic Location with Accessible Infrastructure
Significant Resource in Strategic Location with Accessible Infrastructure Rare and large colemanite borate deposit, which we believe is one of the largest known new conventional deposits globally Develop and commercialize Fort Cady to produce an economical and secure supply of boron and lithium by f
Slide 15: Building a Fully Integrated BORON+ Advanced Materials Business
Lower carbon footprint Attractive cost profile with multi-material exposure (Boron + Lithium) Build or buy advanced material capabilities Enter agreements to deliver BORON+ advanced materials Go-to-market strategy underpinned by commercial partnerships R&D to innovate new decarbonization-enabling ap
Slide 16: Building Our Competitive Strategic Advantage
Building Our Competitive Strategic Advantage Long-Term Agreements Critical Infrastructure Supports Key Sectors Innovation & Intellectual Property Focus on green end uses that enable decarbonization Build diversified portfolio of leading, value-add BORON+ products Position 5E as thought leader and im
Slide 17: Pragmatic Approach to Commercializing our Fort Cady Project
Pragmatic Approach to Commercializing our Fort Cady Project and Building the Business Assembled U.S. based management team Key initial permits in place Upgraded Fort Cady resource Project updated to increase boron capacity with complementary lithium Signed customer LOIs and partnerships Commenced co
Slide 18: Optimizing the Business Plan Through the Small-Scale Boron Facility
Optimizing the Business Plan Through the Small-Scale Boron Facility Early 2022: Procured long-lead time equipment; major equipment on-site or scheduled for delivery March 2022: Substantially completed detailed engineering, structural and foundation design work April 2022: Awarded construction contra
Slide 19: Path to Commercialization and Growth of Proposed Large-Scale Complex
Ongoing virtual design and site layout work, including lithium processing unit Process flow, water management, product storage, transportation and power supply optimization Path to Commercialization and Growth of our Proposed Large-Scale Boron and Lithium Complex Small-Scale Boron Facility used to d
Slide 20: Sustainability is an Important Focus of our Business
Sustainability is an Important Focus of our Business Enabling Decarbonization with Advanced Materials BUILT-IN SUSTAINABILITY ENERGY TRANSITION PRODUCTION IMPACTS COMMUNITY IMPACTS FOCUS ON INNOVATION ‘Clean sheet’ advantage… Board engaged Sustainability work underway Diverse Board and leadership Cu
Slide 21: Leadership Team
Leadership Team Leadership Team With Diverse Skillsets and Proven Execution Capabilities Tyson Hall COO Henri Tausch President, CEO, Director Paul Weibel CFO Dr Dinakar (Dino) Gnanamgari CCO & CTO Chantel Jordan SVP, General Counsel and CPO Chance Pipitone SVP, Corp Dev & IR 5E Board of Directors Da
Slide 22: BORON+ Coming into Focus; 5E Focused on Becoming an Advanced Materials Leader
Critical Material, Essential to Everyday Life Enabler of Future ESG-centric Industries Scarce Resource and Duopolistic Supply Accelerating Demand Growth P P P P BORON+ Coming into Focus; 5E Focused on Becoming an Advanced Materials Leader Why BORON+ Rare and Large Resource Asset Aiming to Build Vert
Slide 23: Appendix
BORON* Appendix S/=
Slide 24: BORON+ is an Essential Input in the Electrification of Transport
Source: Kline Report, SAI Industrial LLC, CNN and GlobalData Power Intelligence Center. EIA and U.S. government. Note: Usage of volumes presented on a Boric Acid equivalent basis. BORON+ is an Essential Input in the Electrification of Transport Government Policies Mandating EV Market Share Billions
Slide 25: BORON+ Helps Power the Clean Energy Revolution
Source: Kline Report, White House and EIA. P P P Biden Infrastructure Bill (2021) $73 billion to improve U.S. infrastructure, including electrical infrastructure & power Methane Emission Reduction Plan (2021) EPA proposal to reduce methane by 74%; programs designed to promote clean energy infrastruc
Slide 26: Fort Cady Mineral Resource Estimate
Source: Company materials. S-K 1300 Compliant Mineral Resource Estimate Resources MsT B2O3 % H3BO3 % Li ppm B2O3 MsT H3BO3 MsT Measured 35.96 6.57 11.67 330 2.36 4.2 Indicated 61.59 6.51 11.55 318 4.01 7.12 Total M&I 97.55 6.53 11.61 324 6.37 11.31 Inferred 11.43 6.40 11.37 324 0.74 1.31 Total M, I&
Slide 27: Project Update Focused on Boron and Lithium
Project Update Focused on Boron and Lithium; Aligned with Long-term Objectives Importance of Critical Materials Boron Lithium Update to the Fort Cady project plan announced in May 2022 to focus primarily on developing boron and lithium production Strategy aligned with our mission to become a global
Slide 28: Integrated Processes to Maximize Clean BORON+ Extraction & Processing
Integrated Processes to Maximize Clean BORON+ Extraction & Processing Processing and Extraction Centered Around Recyclability (‘Closed Loop’), Low Carbon Intensity, and Integration to Maximize Extraction of Co-Products Recycled Water Boric Acid Reagent Extraction Process Processing & Refinement 3% R
Slide 29: The BORON+ Supply Tree
Boric Acid Boron Oxide Boron Carbide Ores & Concentrate Specialty Materials Advanced Materials The BORON+ Supply Tree Extracting Greater Value in Downstream Advanced and Specialty Materials Zinc Borates Ammonium Pentaborate Potassium Pentaborate Boron Nitride Amorphous Boron Sodium Borohydride Price
Slide 30: 5E Operations and Potential Products Aligned with UN SDGs
5E Operations Focused On: UN SDG 5E Potential Products: Micronutrients help counter climate change effects on agriculture in poorer countries Visual displays and devices advance electrification Fiber optics enable access to services Local derivatives processing Closed loop water recycling Boron enha
Slide 31: For Additional Information Please Contact
BORON+ For Additional Information Please Contact: Chance Pipitone Investor Relations – U.S. cpipitone@5eadvancedmaterials.com Elvis Jurcevic Investor Relations – Australia ej@irxadvisors.com Chris Sullivan Media chris@macmillancom.com
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