International Graphite Limited · ASX:IG6
International Graphite — 121 Investor Forum, London 2025
24 slides from International Graphite's conference presentation, Nov 17, 2025
Slide 1: Building a global graphite company
Building a global graphite Mine company -to-Market industrial graphite. 121 Investor Forum, London 17–18 November 2025
Slide 2: Building a global graphite company
Building a global graphite company Graphite is one of the most important strategic critical minerals – the world needs new western supply LNS – the Company’s proposed JV partner (as the major shareholder of Arctic Graphite AS) – has agreed to acquire the Skaland Graphite Mine from Mineral Commoditie
Slide 3: Corporate Structure
Corporate Structure Significant leverage to execution strategy Market capitalisation – undiluted (A$) $14.0M Shares on issue – (M) 196.5 Shareholding of directors, related parties & assoc 16.0% 1) Financial Assistance Agreements in place with IAF and CITF. Requires a level of co-funding. Refer ASX r
Slide 4: The case for rising graphite prices
The case for rising graphite prices Why supply is so vulnerable In 2024 / 2025 Civil unrest in Mozambique leads to mine closure Coup in Madagascar Default notices issued to 95 mining companies in Tanzania OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p4
Slide 5: New production sources urgently needed
New production sources urgently needed …to satisfy industrial and energy storage markets OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p5
Slide 6: Supply side vulnerability
Supply side vulnerability Defence industries depend on graphite * Source: The Hague Centre for Strategic Studies, January 2023 cited in www.nato.int/cps/en/natohq/news_231765.htm - December 2024 OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p6
Slide 7: Building Australia-US supply chain
Building Australia-US supply chain Investing US$3B Supporting manufacture of defence and advanced technologies and their respective industry bases Capital and operational expenditures via guarantees, loans or equity, finalisation of offtake arrangements, insurance or regulatory facilitation
Slide 8: Micronised and expandable product - the pathway to profitability
Micronised and expandable product - the pathway to profitability Anode requires further incentive OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p8
Slide 9: The graphite supply chain
The graphite supply chain Industrial product plants actioned … with anode to follow OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p9
Slide 10: Production assets
Production assets Australian and German facilities to generate cashflows in 2027 Graphite Micronising, Australia Expandable Graphite, Germany Construction Planned Capex goal: activities: Capex: capacity: US$6M US$5.0M Funding 4 - 7,500 t/y 3 – 4,000 t/y Revenue Funding committed: committed: Revenue
Slide 11: Strong support for Collie
Strong support for Collie Grants of $10.5M available - Prime Minister and WA Premiers visit our Collie site OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p11
Slide 12: Collie Micronising Facility
Collie Micronising Facility General site arrangement x OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p12
Slide 13: Collie Micronising Facility
Collie Micronising Facility Front End Engineering Design (FEED) study key metrics FEED Expansion Units Study Option Annual production of micronised Tonnes/y 3,961 7,522 graphite Capital cost estimate (including A$M 6.3 8.0 contingency) MICRONISED Total revenue modelled over 20 years A$M 282.3 560.5
Slide 14: LNS to buy Skaland Graphite Mine
LNS to buy Skaland Graphite Mine Aligns directly with our downstream value add plans Largest operating graphite mine in Europe and one of the world’s highest- grade operating flake graphite mines Currently producing 8,000-10,000 t/y of graphite concentrate A project of significance in the Norw
Slide 15: Production assets strategy
Production assets strategy By 2027 our objectives are: 2 plants in operation Producing ~10,000 t/y of graphite products Proven and established processing technologies High profile industry leading partners Accessing strong value-added pricing …for $5-6M additional construction cost Rea
Slide 16: Springdale Mine, Western Australia
Springdale Mine, Western Australia A globally significant graphite deposit in the pipeline CAPEX Concentrate A$76M Output 46,000 t/y High Grade Mineral Quality Resource Battery grade 99.95% purity 28Mt@9%TGC Multi decade Low Opex mine live US$450 – 485/t With huge exploration potential OVERVIEW / MA
Slide 17: Springdale Mine, Western Australia
Springdale Mine, Western Australia A globally significant graphite deposit in the pipeline OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p17
Slide 18: Anode Scoping Study
Anode Scoping Study Processing Springdale concentrates x Bulk flotation ~115 kg of Springdale concentrates from drill core returned an average grade of 94.7% TGC ANODE MATERIAL ANODE MATERIAL Uncoated Purified Coated Purified Spheroidised Graphite (UPSG) Spheroidised Graphite (CPSG) Micronising
Slide 19: Investment case
Investment case Invest in expertise and partners OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p19
Slide 20: Invest in global graphite project experience
Invest in global graphite project experience OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p20
Slide 21: Invest in a team that has delivered
Invest in a team that has delivered Australia’s first graphite processing and R&D facility built and operating at Collie, WA Six years invested in downstream development 1,216 kg of graphite concentrate processed into micronised and spheroidised product Quality assured to ISO 9001:2015 Thous
Slide 22: Invest in a cashflow-focused schedule
Invest in a cashflow-focused schedule OVERVIEW / MARKETS / VALUE ADD & PRODUCTION ASSETS / SPRINGDALE & ANODE / INVEST p22
Slide 23: About this document
ABOUT THIS DOCUMENT: This document has been prepared by International Graphite Limited (the "Company” or “International Graphite”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the information contained herein is made by any party and nothing contained h
Slide 24: International Graphite Ltd
INTERNATIONAL GRAPHITE Ltd Andrew Worland Managing Director / CEO +61 409 370 792 aworland@ig6.com.au www.internationalgraphite.com.au
International Graphite — 121 Investor Forum, London 2025 on 6ix