International Graphite Limited · ASX:IG6
International Graphite — Investor Presentation (January 2024)
30 slides from International Graphite's investor presentation, Jan 30, 2024
Slide 1: Springdale–Collie Integrated Mine to Market Scoping Study
Springdale–Collie Integrated Mine to Market Scoping Study January 2024
Slide 2: Competent Persons Statement / JORC Compliance Statement
COMPETENT PERSONS STATEMENT / JORC COMPLIANCE STATEMENT This announcement contains references to Mineral Resources Estimates and Exploration Results which have been extracted from previous ASX announcements as referenced. Particular attention is drawn to the ASX release dated 12 September 2023 title
Slide 3: Production targets and cautionary statements
The production targets stated in this presentation are based on International Graphite’s current expectations of future results or events and should not be relied upon by investors when making investment decisions. Further evaluation work and studies are required to establish sufficient confidence t
Slide 4: Forward Looking Statements
FORWARD LOOKING STATEMENTS Some of the statements contained in this document are forward looking statements. Forward looking statements include but are not limited to, statements concerning estimates of tonnages, expected costs, statements relating to the continued advancement of International Graph
Slide 5: Western Australia
Western Australia The premium global jurisdiction for critical battery materials Acknowledgement of Country International Graphite acknowledges the Traditional Custodians of Country throughout Australia, particularly the Whadjuk, WiIlman, and Wudjari Peoples of the Noongar Nation, and recognises the
Slide 6: Integrated Mine to Market Scoping Study
Integrated Mine to Market Scoping Study showcasing a world class resource opportunity ▪ Globally cost competitive ▪ Modular construction approach ▪ Decades of operating life ▪ Western Australia – premier jurisdiction ▪ Compelling economics ▪ Dynamic EV and battery growth markets ▪ Huge scope for exp
Slide 7: Integrated Mine to Market Scoping Study Key findings – first 15 years of operations
Integrated Mine to Market Scoping Study Key findings – first 15 years of operations Total Mineral Resource 500Ktpa concentrator 20Ktpa UPSG 18Ktpa CPSG 49.3Mt @ 6.5% TGC + + or 17Ktpa micronised 17Ktpa micronised 40-50Ktpa byproduct byproduct 28.0Mt @ 8.7% TGC concentrate 7.5Mt of ore mined CAPEX: A
Slide 8: Graphite dominates lithium-ion battery anode regardless of cathode
Graphite dominates lithium-ion battery anode regardless of cathode ▪ Graphite makes up 95% of lithium-ion battery anode ▪ Up to 10x more graphite than lithium in a battery ▪ ~1kg of graphite required for 1kwh of power ▪ Battery capacity per vehicle – 50-75kw requiring 50- 75kg of graphite ▪ Western
Slide 9: EV sales to fuel lithium-ion battery demand
EV sales to fuel lithium-ion battery demand The macro trajectory is clear …. EVs expected to be 35% of all vehicle sales in ten years – 13x increase p9
Slide 10: Western Australia – a premium jurisdiction
Western Australia – a premium jurisdiction Unparalleled product transparency, ESG, supply consistency attracting global investment “The US Federal government regards the USA as three countries….” Professor M. Stanley Whittingham Nobel Laureate, Benchmark Intelligence Los Angeles, 15 November 2023 p1
Slide 11: Expert professional team
Expert professional team Strong technical focus with decades of graphite and operations experience Phil Hearse Andrew Worland David Pass Robert Hodby Jasbir Khosa Marie Howarth Chairman & Founder Managing Director & CEO Chief Technical Officer CFO & Company Secretary Processing Manager Director Mark
Slide 12: Springdale Graphite Project
Springdale Graphite Project Developing Australia’s second biggest graphite resource at Hopetoun, Western Australia p12
Slide 13: Springdale Graphite Project – Location and infrastructure
Springdale Graphite Project Location and infrastructure – everything to build a world class mine at our doorstep p13
Slide 14: Springdale Graphite Project – Tenements
Springdale Graphite Project Tenements ▪ ~260sq km of tenure ▪ Two granted exploration licenses ▪ Third under application ▪ Prospecting license ▪ Cleared farmland ▪ ~10% of tenements explored p14
Slide 15: JORC 2012 Mineral Resource Estimate
Springdale Graphite Project JORC 2012 Mineral Resource Estimate Springdale Graphite Project 2% cut-off September 2023 Tonnes Graphite Contained (Mt) (TGC%) Graphite (Mt) Indicated 11.5 7.5 0.9 Inferred 37.8 6.1 2.3 Total 49.3 6.5 3.2 Springdale Graphite Project 5% cut-off September 2023 Tonnes Graph
Slide 16: JORC 2012 Mineral Resource Estimate – Oxidation Profile
Springdale Graphite Project JORC 2012 Mineral Resource Estimate – Oxidation Profile Contained Graphite Oxidation Profile Classification Tonnes (Mt) Graphite (TGC%) (Mt) Oxide Indicated 3.6 6.9 0.3 Inferred 5.4 6.1 0.3 ▪ Oxidation profile supports long life Total 9.0 6.4 0.6 shallow open pit mining o
Slide 17: Significant exploration potential
Springdale Graphite Project Significant exploration potential p17
Slide 18: Mining – open pit conventional day shift operations
Springdale Graphite Project Mining – open pit conventional day shift operations delivering 500Ktpa ore for processing Unit of 15 years of measure Operations Indicated Mineral Resource mined and processed as a % 72 % of total Mineral Resource processed Total tonnes mined Mt 72.5 Ore mined (inc. low g
Slide 19: 500Ktpa concentrator
Springdale Graphite Project 500Ktpa concentrator p19
Slide 20: Springdale Graphite Project – 50Ktpa graphite concentrate produced
Springdale Graphite Project 40 – 50Ktpa graphite concentrate produced ▪ Graphite concentrate production exceeding 40Ktpa capacity of the Collie BAM Facility to be sold as graphite concentrate *Refer to disclaimer and cautionary statement in this presentation from ASX release dated 26 April 2023 p20
Slide 21: Cost estimates
Springdale Graphite Project Cost estimates A$/tonne of A$/tonne of Proportion of Capital Cost Breakdown A$M Operating Cost Breakdown concentrate ore processed total cost % Process plant and infrastructure 26.3 Mining 395 36 53 TSF 3.0 Processing 258 23 35 Site services, establishment and roads 2.4 G
Slide 22: Collie Downstream Processing
Collie Downstream Processing Developing a downstream processing hub at Collie to create Western Australia’s first integrated mine to market producer of graphite battery anode material p22
Slide 23: Collie – Central to Western Australia's major industrial corridor
Collie Central to Western Australia’s major industrial corridor ▪ Located 200km from Perth and 450km from Springdale on sealed roads ▪ Surrounded by world class mining and refining operations ▪ Rapidly developing as hub for critical minerals and green energy industries ▪ South-West interconnected po
Slide 24: Collie Downstream Processing Hub
Collie Downstream Processing Hub Site established for R&D and micronising qualification plant ▪ Modern warehouse and research hub established in Collie Light Industrial Area ▪ Regional industrial town – 10,000 pop. ▪ Mature transport, infrastructure and services ▪ Skilled technical workforce ▪ Stron
Slide 25: Collie Graphite R&D Facilities
Collie Graphite R&D Facilities Pilot plant success leads to next phase of expansion ▪ Pilot micronising and spheroidising equipment successfully commissioned in 2022 ▪ Sample product produced using imported concentrates to assess conditions for micronising and spheroidising to market specifications
Slide 26: Collie Graphite BAM Facility
Collie Graphite BAM Facility Scoping study shows outstanding results and development pathway Unit of First 15 years of Operations USPG CSPG measure 124.0 341.5 ▪ 20 hectare site selected for future BAM plant Total capital cost estimate A$M ▪ Scoping study* to ±35% accuracy – Total production Kt 284.
Slide 27: Government backing for battery minerals
Government backing for battery minerals IG6 backed by Australian Federal and State governments ▪ $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 Development Fund – Septem
Slide 28: Next steps in 2024
Springdale–Collie Mine to Market Next steps in 2024 Infill Mineral Resource drilling BAM testwork – Collie and overseas Hydro and geo-tech drilling Customer validation Permitting Flowsheet development Metallurgical testwork Establish process partnerships Cost estimation Cost estimation Mineral Resou
Slide 29: Springdale–Collie: Developing as a Tier 1 supplier of battery graphite
Springdale–Collie Developing as a Tier 1 supplier of battery graphite from mine to market ▪ Huge graphite ▪ Pioneering ▪ World class ▪ High calibre ▪ Unparallelled ▪ Supportive ▪ Building shortages supplier with assets, globally team with global ESG credentials communities and sovereign expected as
Slide 30: IG6 is on track to be Western Australia's first mine-to-market producer
IG6 is on track to be Western Australia’s first mine-to-market producer of battery anode graphite. We are building Australian supply to support global decarbonisation and the transition to clean energy. International Graphite Limited Andrew Worland, Managing Director & CEO +61 409 370 792 aworland@I
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