International Graphite Limited · ASX:IG6
International Graphite — Investor Presentation (June 2022)
25 slides from International Graphite's investor presentation, Jun 14, 2022
Slide 1: International Graphite ASX:IG6 Update: June 2022
rsonal use only International Graphite ASX:IG6 Update: June 2022
Slide 2: Disclaimer
DISCLAIMER Forward Looking Statements International Graphite Limited has prepared this presentation based on information available to it. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the rsonal use only information, opinions
Slide 3: IG6: Our future is electric
IG6: Our future is electric rsonal use only International Graphite is on track to be Western Australia’s first fully integrated mine-to-market graphite producer. We are developing a new graphite resource at Springdale and a downstream processing plant for battery anode materials at Collie. IG is a n
Slide 4: Graphite from mine to market
Graphite from mine to market rsonal use only ▪ Complete project from mine to customer based in Western Australia – ranked world No1 for mining investment* ▪ High grade graphite resource (HG zone) ▪ Massive potential to significantly increase size of resource ▪ Strong government endorsement ▪ Technic
Slide 5: Capital structure
Capital structure rsonal use only SHARES ON ISSUE 165,158,330 ASX Ticker IG6 IPO price per share (7 April 2022) $0.20 Market capitalisation on listing $33,000,000 Market Capitalisation 3 June 2022 Price per share $0.365 Market capitalisation $60,000,000 Cash in bank (30 April 2022) $9,500,000 EV $50
Slide 6: Proven leadership team
Proven leadership team Decades of graphite and resource industry experience rsonal use only Andrew Worland BCom, FGIA Matthew O’Kane Non-Executive Director BEcon & Fin, MBA, CPA Non-Executive Director Experienced mining industry CEO and Senior mining executive Company Director and company director w
Slide 7: Western Australia is developing a world class battery hub
Western Australia is developing a world class battery hub rsonal use only ▪ Graphite has ‘critical mineral’ status in Australia ▪ Springdale and Collie located in WA’s emerging world class battery hub ▪ $2M WA Government investment in IG via Collie Futures Industry Development Fund
Slide 8: Graphite Projects: Springdale Graphite Project
rsonal use only GraphiteProjects Springdale Graphite International Project
Slide 9: Strategically located in established mining hubs
Strategically located in established mining hubs rsonal use only ▪ Springdale resource project - in Ravensthorpe mining hub with ready access to infrastructure and mining services Sovereign Australian ▪ Adjacent to major mines: supply chain with First Quantum Minerals Ravensthorpe nickel security of
Slide 10: Springdale resource and exploration
Springdale resource and exploration rsonal use only Springdale Graphite Project * Inferred Mineral Resource Estimate – 2% TGC cut-off JORC 2012 Domain Tonnes (Mt) Density Graphite (t/m3) (TGC%) High grade 2.6 2.1 17.5 Low grade 13.0 2.2 3.7 Total Resource 15.6 2.2 6.0 *Refer to prospectus dated 21 F
Slide 11: Springdale resource and exploration
Springdale resource and exploration rsonal use only Current program targeting – Resource ▪ Conversion of inferred to indicated / measured ▪ Expansion of existing resource Current program targeting – Exploration ▪ Potential for significant increase in resource estimate ▪ Extensive exploration targets
Slide 12: Springdale drilling and exploration program
Springdale drilling and exploration program rsonal use only Resource drilling ▪ 54 RC holes for 3,300m ▪ 12 DD holes for 900m ▪ Expand existing resource ▪ Convert inferred to indicated ▪ Generate samples for metallurgical testwork and downstream process testing Exploration drilling ▪ 37 RC holes for
Slide 13: Springdale battery anode material
Springdale battery anode material rsonal use only ▪ Metallurgical testwork - 95% concentrate grade* ▪ Results from micronisation, spheronisation and purification testing meet industry specification for battery anode material with purification up to 99.99% graphite content achieved * ▪ The purified p
Slide 14: Collie R&D and process facility
Collie R&D and process facility rsonal use only ▪ New facility under development ▪ Established industrial location ▪ 200km south of Perth ▪ Mature infrastructure ▪ Skilled workforce ▪ Close to export ports ▪ Community and government support Graphite spheroidising pilot plant equipment arriving at Co
Slide 15: Downstream processing
Downstream processing Micronising, spheroidising and purification rsonal use only Springdale _____
Slide 16: Planned work program 2022–23
Planned work program 2022–23 rsonal use only Springdale Project Collie Plant ▪ Exploration targeting of highly prospective ▪ Commissioning of existing micronising areas identified by VTEM and spheroidising pilot equipment ▪ Product qualification ▪ Additional VTEM ▪ Customer MOUs ▪ Conversion of reso
Slide 17: Key goals
Key goals rsonal use only Springdale Project Collie Plant ▪ Start drilling campaign: June 2022 ▪ Commissioning of pilot equipment: July 2022 ▪ Announce drilling results: September-October 2022 ▪ Product from pilot plant: August 2022 ▪ Announce expanded resource: November 2022 ▪ Customer MOUs: Novemb
Slide 18: Indicative development timetable
Indicative development timetable rsonal use only SPRINGDALE Drilling: 2022 Feasibility study: 2022-23 Permitting and approvals: 2022-23 Investment decision: late 2023/early 2024 Operations: 2024 (commencement of construction) COLLIE Battery materials piloting: 2022 Product certification: 2022-23 Exp
Slide 19: Sustainability built on exemplary ESG standards
Sustainability built on exemplary ESG standards rsonal use only International Graphite assures investors, customers, stakeholders and communities the benefits of a secure, sovereign jurisdiction and a commitment to the highest environmental, OH&S and governance standards across the supply chain. ▪ C
Slide 20: Soaring need for batteries
Soaring need for batteries 30% year-on-year growth worldwide led by Li-ion batteries in EVs: McKinsey rsonal use only Source: Benchmark Mineral Intelligence
Slide 21: Graphite Massive shortfall in graphite supply
Graphite Massive shortfall in graphite supply shortage on through the 2030’s rsonal use only the horizon Existing operational supply and potential supply cannot meet implied demand. Source: Benchmark Mineral Intelligence, Q4 2021 Forecast
Slide 22: Europe a focus
Europe a focus rsonal use only ▪ Explosive growth in the European battery industry
Slide 23: ASX and TSX listed peers
ASX and TSX listed peers NextSource International Black Rock Evolution Energy Magnis Nouveau Talga Syrah Ecograf Materials Renascor Graphite Mining Minerals Resources Monde Resources Resources rsonal use only (Energizer) Ticker (ASX & TSX) IG6 BKT EGD EV1 MNS NEXT NOU RNU TLG SYR Market Cap (A$M)1 6
Slide 24: International Graphite Our future is electric
International Graphite rsonal use only Our future is electric www.internationalgraphite.technology
Slide 25: Contact
Contact rsonal use only INTERNATIONAL GRAPHITE LIMITED Phil Hearse Executive Chairman +61 438 838 600 phil.hearse@internationalgraphite.com.au Head Office Level 1, 333 Charles Street North Perth Western Australia 6006 info@internationalgraphite.com.au www.internationalgraphite.technology PAMPLONA CA
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