Chemx Materials Limited · ASX:CMX
Chemx Materials — Investor Presentation (May 2023)
23 slides from Chemx Materials's investor presentation, May 4, 2023
Slide 1: High Purity Materials for Better Batteries
HIGH PURITY MATERIALS FOR BETTER BATTERIES Investor Presentation May 2023 CHEMX MATERIALS | 1
Slide 2: Important Information: Disclaimer and Forward-Looking Statements
IMPORTANT INFORMATION Disclaimer and Forward-Looking Statements This document has been prepared by ChemX Materials Limited (ChemX Materials). This document is not an offer, invitation, solicitation, advice or recommendation with respect to the subscription for, purchase or sale of, any security, and
Slide 3: High Purity Materials Creating Shareholder Value
HIGH PURITY MATERIALS CREATING SHAREHOLDER VALUE RESOURCE CHEMISTRY MARKET FOR BATTERY GLOBAL HIGH-PURITY TECHNOLOGY DECARBONISATION PRODUCTS CHEMX MATERIALS | 3
Slide 4: Sustainability Is at the Heart of ChemX
SUSTAINABILITY IS AT THE HEART OF CHEMX We live a culture of integrity, trust, innovation and responsibility to drive shareholder value. Meeting market demand for products that will make better batteries for a decarbonising world. Environment Social Governance Economic CHEMX MATERIALS | 4
Slide 5: The Right Team to Drive Shareholder Value
THE RIGHT TEAM TO DRIVE SHAREHOLDER VALUE Existing relationships with battery makers POINT Processing and Capital market OF DIFFERENCE Manufacturing expertise In-house HPA / HPM processes Marketing Global markets Clear alignment for long-term success CHEMX MATERIALS | 5
Slide 6: ChemX Materials
© © CHEMX e@ © MATERIALS HIGH PURITY HIGH PURITY MANGANESE (HPM) ALUMINA (HPA) VALUE FOR SHAREHOLDER e CHEM CHEMX MATERIALS | 6 @ © MATERIALS
Slide 7: Our High Purity Manganese (HPM) Strategy
OUR HIGH PURITY MANGANESE (HPM) STRATEGY CHEMX MATERIALS | 7
Slide 8: ChemX HPM
ChemX HPM • High Purity Manganese (HPM) is an essential lithium-ion battery cathode material • HPM provides energy density, battery stability and reduced costs • Essential material of all major battery chemistries Graphic Elements from Visual Capitalist CCHHEEM MXX M MAATTEERRI IAALLSS || 88
Slide 9: Manganese Demand
MANGANESE DEMAND Manganese demand supported by emerging chemistries Commercially available In development CHEMX MATERIALS | 9
Slide 10: ChemX HPM Strategy
CHEMX HPM STRATEGY 1 100% Owned manganese mineral deposit in South Australia 2 In-house processing and development expertise 3 Customer engagement and qualification 4 Offtake and development partners CHEMX MATERIALS | 10
Slide 11: Eyre Peninsula Manganese
EYRE PENINSULA MANGANESE • Resource Definition Drilling Completed CYQ1 2023 • Assay Results Pending • Resource Estimation CYQ2 2023 • 100% ChemX owned CHEMX MATERIALS | 11
Slide 12: Our HPM Process
OUR HPM PROCESS • Beneficiation • Hydrometallurgical flowsheet • Purification to 99.99% HPM Process CHEMX MATERIALS | 12
Slide 13: Our HPM Strategy
OUR HPM STRATEGY H1 CY23 H2 CY23 H1 CY24 H2 CY24 H1 CY25 H2 CY25 Drilling Manganese completed Scoping Study Continue Exploration Exploration Resource Estimate Manganese Flowsheet Development Pilot Plant Pilot Plant Pilot Plant Processing Design Construction Operation (Pilot Plant) Lab scale Testwork
Slide 14: Our HiPurA HPA Strategy
Our HiPurA® HPA STRATEGY CHEMX MATERIALS | 14
Slide 15: HPA Markets
HPA MARKETS • High Purity Alumina (HPA) • Essential coating of separator in lithium ion battery • Synthetic sapphire for LED, microchips and semi conductors • Aluminous products for emerging cathode chemistries CHEMX MATERIALS | 15
Slide 16: Our HPA Process
OUR HPA PROCESS HiPurA® HPA • Optimisation of HPA process via micro plant • Pilot plant detailed design underway • In-house laboratory at integrated HPA facility • Pilot plant to operate in parallel with micro plant • Designed to produce high purity feedstock for 5N HPA (99.999%) CHEMX MATERIALS | 1
Slide 17: Our HPA Strategy
OUR HPA STRATEGY CYQ1 2023 CYQ2 2023 CYQ3 2023 CYQ4 2023 CYQ1 2024 CYQ2 2024 Commissioned 5N testwork Aluminium cathode precursor and operating Process optimisation Micro plant program testwork In-house laboratory Operation established Detailed design commenced Commissioned Pilot plant Construction
Slide 18: ChemX Corporate
ChemX Corporate CHEMX MATERIALS | 18
Slide 19: Our Value Proposition
OUR VALUE PROPOSITION MARKET PEOPLE DECARBONISATION PROJECTS CHEMX MATERIALS | 19
Slide 20: Corporate Overview
CORPORATE OVERVIEW CAPITAL STRUCTURE LEADERSHIP TEAM ASX code CMX Mark Tory Chief Executive Officer Market capitalisation $11.1M Stephen Strubel Executive Director & Company Secretary Listed shares 92.8M David Leavy Marketing Strategy Top 20 shareholders 62.2M Peter Lee Chief Operating Officer Liste
Slide 21: Board
Board Warrick Alwyn Vorster Stephen Strubel Tara Berrie Hazeldine Non-Executive Executive Director Non-Executive Non-Executive Chair Director and Company Director Secretary 20+ years' experience across 30+ years' experience in Tara Berrie is a seasoned capital markets and strategic resources, most r
Slide 22: Management
Management Mark Tory Peter Lee David Leavy Dr Nicholas CEO Chief Operations Officer Marketing & Strategy Welham Technical Consultant Mark Tory is a Chartered Accountant 20+ Years experience across mining, 25+ years’ experience in commodity 30+ years experience in minerals with over 35 years of profe
Slide 23: Thank You
Thank You Mark Tory Chief Executive Officer mark@chemxmaterials.com.au +61 488 188 638 CHEMX MATERIALS | 23