Nano One Materials Corp · TSX:NANO
Nano One Materials — Investor Presentation (September 2024)
21 slides from Nano One Materials's investor presentation, Sep 24, 2024
Slide 1: Changing How the World Makes Battery Materials
Nano One Materials Corp. TSX: NANO │ FF: LBMB│ OTC: NNOMF Unlocking Cost-Competitive Cathode Production Made with less waste GHG energy water Changing How the World Makes Battery Materials 40 Patents (55+ Pending) $150B+ Market in North America, EU, Indo-Pacific by 2035 1 | TSX: NANO | 2024-09-24
Slide 2: Disclaimers
Disclaimers TSX: NANO | FF: LBMB | OTC: NNOMF Disclaimer None of the information or analyses presented are intended to form the basis for any investment decision, and no specific recommendations are intended. Accordingly, any use of this information is at the reader’s risk and without liability to N
Slide 3: Executive, Investor and Business Leaders
500+ Years Cathode Experience Executive, Investor and Business Leaders Paul Guedes Andrew Dan Blondal Denis Dr Stephen Adam Johnson Kelli Forster Alex Holmes Carlo Valente Director, Muckstadt CEO, Founder & Geoffroy Campbell SVP, External SVP, People COO CFO Capital VP Business Director CCO CTO Affa
Slide 4: Battery & Market 101
Battery & Market 101 Dan Blondal, CEO, Director & Founder—Nano One 4 | TSX: NANO | 2024-09-24
Slide 5: How Lithium-ion Batteries Work
Batteries 101 How Lithium-ion Batteries Work COMPONENTS Cathode (+) Li+ Separator & Electrolyte Li+ Anode (–) Charging moves lithium ions from Energy is generated when lithium the cathode through the ions move from the anode to the electrolyte to the anode cathode. 5 | TSX: NANO | 2024-09-24
Slide 6: Cathode Active Material (CAM)
Cathode Active Material (CAM) • Key to energy density, durability, power output, and efficiency. • Most complex, costly, energy, and environmentally-intensive component. Nano One’s One-Pot CAM Process – a platform for many formulations ↑ Durability ↑ Safety ↓ $ ↓ Supply Chain Risk Anode LFP P Li LFP
Slide 7: Total Addressable Market (TAM) by 2035
Total Addressable Market (TAM) by 2035 North America + EU + Indo-Pacific Cathode Market North America + EU + Indo-Pacific2 3.0 ~ 800 TWh LFP 2.5 ESS, Industrial LFP Mass Market EV $48B CAM (millions of tonnes) 2.0 Heavy Duty NMC $98B LNM $7B 1.5 811, NCA, NMC Long range EV ~ 600 TWh 1.0 $150B+ 0.5 T
Slide 8: History of Lithium Iron Phosphate (LFP)
Scan to watch how History of Lithium Iron Phosphate (LFP) Nano One contributed 1996 1997–2001 Dr. John Goodenough Hydro Quebec & & University of Texas Université de Montréal Use of LFP in Li-Ion Carbon coating LFP 2005 2002 Phostech 1st License to Phostech Lithium makes 1st 600 tpa using In Québec –
Slide 9: Partnerships
Partnerships Carlo Valente, CFO—Nano One | Alex Holmes, COO—Nano One 9 | TSX: NANO | 2024-09-24
Slide 10: Partnerships: Around the supply chain (and planet)
Around the supply chain (and planet) Partnerships C$16.9M investment – 2023 US$10M investment – 2022 OEMs NDAs 10 | TSX: NANO | 2024-09-24
Slide 11: Partnering with like-minded MNCs
A global growth strategy Partnering with like-minded MNCs Partnership: Zoom In AUD9B market cap Nearly 50,000 experts AUD1.5B battery materials division in energy, chemicals Proven process know-how and track and resources across record across 100’s of mining, 45 countries. battery active materials,
Slide 12: Design-Once-Build-Many Global Growth Strategy
Licensing Engineering design & facility CAM package for rapid deployment of One-Pot technology Design-Once-Build-Many Global Growth Strategy Jointly develop, market, and license CAM packages Nano One’s One-Pot process IP Rights Modular 12.5ktpa line Key Proprietary Equipment Flow Sheets Detailed Eng
Slide 13: A Flexible Business Model
Diversified Revenue Streams A Flexible Business Model Nano One’s Patent Wall 40 Patents Globally, 55+ pending License Model Modular Design-Once-Build-Many Independent accelerated growth strategy Manufacturing Joint Venture Leverage existing assets IP + Engineering + Equip and know-how Shared risks $
Slide 14: LFP Development Project
Joint Venture LFP Development Project FEL-3 for a first-of-a-kind 25,000 tpa LFP facility Operating entity to be independent of Nano One • License One-Pot Technology • Nano One supports project to FID • Offtake support from Candiac • Training support from Candiac • Joint Venture with partner 14 | TS
Slide 15: Tech, Knowhow & Assets
Tech, Knowhow & Assets Stephen Campbell, PhD, CSci, CChem, MRSC CTO - Nano One 15 | TSX: NANO | 2024-09-24
Slide 16: Innovation Hub and Commercialization Hub
R&D, testing & characterization Innovation Hub Commercialization Hub Burnaby, BC, Canada Candiac, Québec, Canada 25,000 sf 80,000 sf LFP, NMC, LNMO & other CAM ✓ Only full scale LFP plant and experienced team outside Asia 40 Patents Granted & 55+ Pending ✓ 200 tpa expanding to name plate capacity ✓
Slide 17: Innovative Technology Solutions
Sustainable Manufacturing Innovative Technology Solutions Sulfate-Free Inputs Streamlined Process Next-Gen Durable M2CAM ® One-Pot Cathodes Central to our cathode Our simplified One-Pot process Our M2CAM® Technology enables manufacturing solutions, the One- enables cathodes to form sulfate-free meta
Slide 18: One-Pot Process
One-Pot Process $ Cost-competitive1 & Greener2 ↓ steps, equip, time ↑ yield PCAM, CAM & Coating combined ∅ wastewater ∅ sulfate by-product coating One ↓ energy Mn Co Ni CAM P lithiated coated CO2 Li2CO3 ↓ 50-60% GHGs Fe See how it works Pot LFP, NMC, LNMO … ↓ 80% water usage ↓ foreign supply chain r
Slide 19: Nano One Candiac
Production Nano One Candiac operational excellence 40 Patents Granted & 55+ Pending Only LFP pilot & team outside Asia World class know-how Automotive certification – IATF, EHS Full scale equipment Product & validation 2000+ tpa launch pad 19 | TSX: NANO | 2024-09-24 Nano One, Candiac, Quebec
Slide 20: Recent Progress
Recent Progress 25,000 tpa LFP development project Advancing site selection, feasibility study and partners. Partnership agreement with Worley Jointly develop, market and deploy CAM Packages for rapid deployment NEW of Nano One’s One-Pot process technology through licensing. Pilot Reactors Repeat On
Slide 21: Nano One Materials Corp.
INNOVATIVE SOLUTIONS Nano One Materials Corp. Platform technology for LFP, NMC, LNM, and other Cathode formulations. One-Pot process lowers cost, complexity, M2CAM eliminates large volumes of Coated Single Crystal Cathode adds carbon intensity, & GHGs wasteful byproducts. durability/range/charge/lif
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