Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — Investor Presentation (June 2023)
18 slides from Sarytogan Graphite's investor presentation, Jun 6, 2023
Slide 1: Awakening the Kazakh Giant
For personal use only AWAKENING THE KAZAKH GIANT 6 JUNE 2023 I N V E S TO R P R E S E N TATI O N AM E C P E R TH 1
Slide 2: Sustainable Competitive Advantage
Sustainable Competitive Advantage Giant and exceptionally high-grade Inferred Mineral Resource of 229 Mt @ 28.9% TGC1. For personal use only Premium sizing supports battery metals product strategy. Met test work scaling up after breakthrough 99.87% purity result 2. Kazakhstan is an established minin
Slide 3: Kazakhstan – Mining on the One Belt, One Road
Kazakhstan – Mining on the One Belt, One Road Mining in Kazakhstan Similar semi-arid land area to West. Aust. For personal use only • • Mining code based on West. Aust. • 40% of global uranium supply1 • 12th in global mining value1 • 13th largest oil producer1 Astana Corporate income tax: 20%; miner
Slide 4: Regional Infrastructure Advantages
Regional Infrastructure Advantages 170km by highway to the large industrial city of Karaganda. For personal use only 6km from bitumen road to project. 68km from nearest railway station. 2km from high-voltage power lines. Sufficient water supply available. 4
Slide 5: High-Grade Graphite from Surface = Mining Economic Advantage
High-Grade Graphite from Surface = Mining Economic Advantage For personal use only 5
Slide 6: Mineral Resource and Preliminary Mine Layout
Mineral Resource and Preliminary Mine Layout Zone JORC1 In-Situ Total Contained (>15% TGC) Classification Tonnage Graphitic Graphite (Mt) Carbon (Mt) For personal use only (TGC %) North Indicated 87 29.1 25 Inferred 81 29.6 24 Total 168 29.3 49 Central Indicated 39 28.1 11 Inferred 21 26.9 6 Total 6
Slide 7: Graphite is the major raw material in all EV battery types
Graphite is the major raw material in all EV battery types Cobalt, 8% Cobalt, 14% Cobalt, 17% Manganese, 8% Cobalt, 27% For personal use only Manganese, 24% Cathode Other, 83% Manganese, 29% Nickel, 68% Nickel, 73% Nickel, 43% Nickel, 29% Lithium, 17% Lithium, 15% Lithium, 16% Lithium, 16% Lithium,
Slide 8: Energy Technologies Require a Graphite Supply Response
Energy Technologies Require a Graphite Supply Response • Natural graphite has a lower For personal use only CO2 footprint than synthetic and will grow from 40% to 60% of the anode blend. • Total natural graphite demand to increase 650% from 1.1Mt in 2022 to 7.2Mt in 20352 • …requiring 97 new mines a
Slide 9: Battery Anode Product Strategy Driven By Prices
Battery Anode Product Strategy Driven By Prices Graphite Product Prices For personal use only USD 3,000 • Traditional industrial uses requires coarse flake graphite (e.g. refractory uses, brake linings, lubricants etc) USD 2,000 • Li-ion batteries will drive natural graphite demand from 1Mt to 4Mtpa
Slide 10: Macquarie Bank Price Forecast
Macquarie Bank Price Forecast For personal use only Macquarie Back Forecast: • Battery graphite demand growth 27% CAGR • Market deficit from 2025 • PSG price of up to US$5,000/t in 2030 Source: FastMarkets, Macquarie Bank Research March 2023 10
Slide 11: Premium Micro-Crystalline Sizing for Battery Anodes
Premium Micro-Crystalline Sizing for Battery Anodes For personal use only In-Situ Mineralisation After Grinding and Flotation Coarse ribbons of graphite in a matrix of micro-crystalline graphite amenable to fine grinding for mineral liberation and premium sizing Thin section photomicrograph of St-11
Slide 12: Metallurgical Pathway to Battery Anodes
Metallurgical Pathway to Battery Anodes Grinding & Gravity Alkaline Acid Mining Spheroidization Flotation Separation Roasting Purification For personal use only 229Mt @ 28.9% Titanium Milling & 84% TGC2 99.7% TGC2 99.87% TGC2 TGC1 Removal Q3 Shaping Targeted Micronized >80% C Micronized >99% C Spher
Slide 13: Test Work Scaling Up for Battery Samples
Test Work Scaling Up for Battery Samples For personal use only Bulk grinding Bulk flotation Spheroidized graphite (example) 60kg Germany 25kg Germany 5kg Germany 60kg Australia 25kg Australia Q3 2023 13
Slide 14: Kenesar Graphite Exploration Project
Kenesar Graphite Exploration Project For personal use only EM survey underway at brand new 309km2 tenement in northern Kazakhstan 14
Slide 15: 2023 Work Program
2023 Work Program Milestone 2022 Mar 23 Jun 23 Sep 23 Dec 23 2024 For personal use only Drilling – 3,000m HQ DD ✓ Mineral Resource upgrade ✓ Land access agreement for mining Geotech and hydro drilling ✓ Bulk flotation concentrate production Spheroidization tests Battery performance tests Pre-feasibi
Slide 16: Contact
For personal use only CONTACT Sean Gregory Managing Director E: admin@sarytogangraphite.com.au W: www.sarytogangraphite.com.au +61 08 9388 8290 16
Slide 17: Appendix - Corporate Overview
Appendix - Corporate Overview Capital Structure Stephen Penrose Non-Executive Chairman, LLB, J.D., Lawyer and Managing Partner of Tottle Partners, specialising in corporate Shares on Issue (Undiluted) 147.7M For personal use only and commercial litigation. Escrowed Shares (until July 2024) 48% Sean
Slide 18: Disclaimer & Compliance Statement
Disclaimer & Compliance Statement Important Disclaimer Neither this Presentation nor anything contained in it forms the basis of any contract or commitment and it is not You must read this notice before reading or making any use of this Presentation (defined below) or any intended to induce any pers
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