Chemx Materials Limited · ASX:CMX
Chemx Materials — RIU Sydney Resources Round-up 2022
26 slides from Chemx Materials's conference presentation, May 4, 2022
Slide 1: ChemX Materials – RIU Sydney Resources Round-up – Presentation
For personal use only ASX ANNOUNCEMENT 4 May 2022 ChemX Materials – RIU Sydney Resources Round-up – Presentation ChemX Materials (ASX:CMX) (ChemX or the Company), a materials technology company focused on providing critical materials required for electrification and decarbonisation, is pleased to ad
Slide 2: About ChemX Materials (ASX: CMX)
ASX:CMX About ChemX Materials (ASX: CMX) ChemX is a materials technology company focused on providing critical materials required for electrification and decarbonisation. The Company’s vision is to support the energy transition with For personal use only materials and technology that provide real so
Slide 3: May 2022
For personal use only May 2022 ASX: CMX
Slide 4: Important Information: Disclaimer and Forward-Looking Statements
IMPORTANT INFORMATION For personal use only 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
Slide 5: ChemX Overview
CHEMX OVERVIEW For personal use only Applying Commercialising Technology and Innovation to Drive Sustained Shareholder Value Critical materials for electrification and carbon reduction High Purity Alumina (HPA) and Manganese for battery technologies Our Foundation Assets HiPurATM High Purity Alumina
Slide 6: Video
For personal use only Video 4
Slide 7: ChemX – Where We Play
CHEMX – WHERE WE PLAY For personal use only “Ten families of climate technologies can play important parts in mitigating carbon emissions.” Batteries and Building Industrial-process Renewables Circular Economy Energy Storage Technologies Innovation Hydrogen Agriculture Sustainable Fuels Nature-based
Slide 8: Sustainability at Heart of ChemX Journey
SUSTAINABITY AT HEART OF CHEMX JOURNEY For personal use only We have the opportunity to develop out projects with ESG principles in mind from the beginning while balancing our needs with those of our stakeholders to drive positive lasting impact. Economic Environment Committed to responsible Committ
Slide 9: Building ChemX Momentum
BUILDING CHEMX MOMENTUM For personal use only Following a successful $8m IPO and listing in January 2022, significant progress on ChemX’s foundation project • HiPurATM • PFS underway by Primero • Micro Plant delivered to location in Perth, set-up and commissioning underway • Eyre Peninsula • Maiden
Slide 10: HiPurA – Outstanding Market Conditions
HiPurATM – OUTSTANDING MARKET CONDITIONS For personal use only The High Purity Alumina (HPA) market is valued at US$1.8 billion* and forecast to grow at 18%** p.a. over the next seven years, driven by demand for lithium-ion batteries, semiconductors and use in new technologies. A Key Safety Componen
Slide 11: HiPurA - Competitive Advantage
HiPurATM - COMPETITIVE ADVANTAGE For personal use only The HiPurATM Advantage - Revolutionising HPA processing Scalable Inherently scalable with capacity to rapidly expand as demand grows Lower Cost Initial test work suggests low capital and operating costs Independent of Mine Production Feedstock i
Slide 12: HiPurA - Next Steps
HiPurATM - NEXT STEPS For personal use only DEVELOPMENT PATH FOR HiPurATM HPA PROCESS Primero Microplant appointed for Micro Plant Produce 99.99% delivered Pilot Plant Commissioning Al2O3 Prefeasibility Prefeasibility Study Pilot Plant completion Construction HPA Marketing to Product testing and MOU
Slide 13: Eyre Peninsula - Overview
EYRE PENINSULA - OVERVIEW For personal use only • 100% owned EL6634 and EL5920 covering a total of 718 km2 on freehold title • Excellent access to modern infrastructure Jamieson Tank Manganese • Maiden drill program completed March 2022 • Test work program underway to develop a lithium battery catho
Slide 14: Eyre Peninsula – On the Ground
EYRE PENINSULA – ON THE GROUND For personal use only Aggressive exploration program commenced 12
Slide 15: Jamieson Tank Manganese
JAMIESON TANK MANGANESE For personal use only • Exploration results from 208 historic drill holes show the manganese deposit extends over a strike length of 6.6km to a depth of 100m. • Metallurgical test work by previous tenement holder has produced a 92% manganese dioxide (EMD) material • Test work
Slide 16: Eyre Peninsula – Why Manganese
EYRE PENINSULA – WHY MANGANESE For personal use only Manganese is a critical part of the Lithium Ion Battery chemistry Manganese use in lithium cathode chemistry is becoming increasingly important • Lithium Nickel Cobalt Manganese (NCM) batteries are becoming the preferred chemistry for EV manufactu
Slide 17: Jamieson Tank Manganese - Next Steps
JAMIESON TANK MANGANESE - NEXT STEPS For personal use only Follow-up exploration Maiden drilling Assay results to based on assay campaign be received results Manganese Scoping Study Manganese Sulphate Produce cathode Define production test work grade material flowsheet 15
Slide 18: Kimba Kaolin & Halloysite
KIMBA KAOLIN & HALLOYSITE For personal use only • Maiden drilling program completed in Q1 2022 over three known mineralised areas and one new area • Analysis currently underway to identify quality of kaolin and applicable markets • Research into new markets for kaolin to replace high CO2 materials i
Slide 19: Eyre Peninsula – Why Kaolin & Halloysite
EYRE PENINSULA – WHY KAOLIN & HALLOYSITE For personal use only Kaolin has growing uses in decarbonising processes as well as many traditional markets Kaolin markets • Kaolin is a USD4.17 Bil market, growing at around 5.1% pa*, meaning an additional 1 mtpa is needed every year • ChemX is developing a
Slide 20: Kimba Kaolin & Halloysite Next Steps
KIMBA KAOLIN & HALLOYSITE NEXT STEPS For personal use only Follow-up Maiden drilling Assay results to exploration based campaign be received on assay results Kaolin Scoping Study Identification of Testing for industrial Halloysite applicable high replacement identification value markets opportunitie
Slide 21: Accelerating ChemX Momentum
ACCELERATING CHEMX MOMENTUM For personal use only EXPECTED NEWSFLOW OVER THE NEXT 12 MONTHS TM T Start of HiPurA Micro Produce HiPurA M Pilot HiPurATM Pilot Plant 99.99% Plant Plant commissioning Al2O3 Prefeasibility Construction HiPurATM & Eyre Peninsula next step Follow-up Assays for Manganese, Hi
Slide 22: Board & Management
BOARD & MANAGEMENT For personal use only Kristie Young | Non-Executive Chair David Leavy | Managing Director 20+ years’ experience across mining, engineering, project 25+ years’ experience in commodity markets. Past roles as evaluation, professional services (EY & PwC), executive search, senior exec
Slide 23: Investment Summary
INVESTMENT SUMMARY For personal use only Applying Commercialising Technology and Innovation to Drive Sustained Shareholder Value Massive investment in energy transition and Demand for new and Ability to operate along decarbonisation innovative materials the value chain technologies Commissioning HPA
Slide 24: For more information contact
For personal use only For more information contact: David Leavy Stephen Strubel Managing Director Executive Director David@chemxmaterials.com.au Stephen@chemxmaterials.com.au ASX: CMX
Slide 25: Appendix - Corporate Snapshot
APPENDIX - CORPORATE SNAPSHOT For personal use only Shareholders Daily Share Price Graph as at 27 April $0.320 12.8% 13.8% Institutional $0.300 16.1% Strategic $0.280 High Net Worth 29.7% $0.260 Retail $0.240 Board/Management 27.7% $0.220 $0.200 $0.180 ASX : CMX (as at 27 May 2022) $0.160 Ordinary S
Slide 26: Global Investment to Achieve Sustainability
GLOBAL INVESTMENT TO ACHIEVE SUSTAINABILITY For personal use only $ billion McKinsey & Co – Voices in Infrastructure April 2022 800 755 For the industrial economy to meet net-zero emissions Sustainable by 2050, capital spending over the next three decades 700 materials CCS would need to increase fro