Novonix Ltd · ASX:NVX
Novonix — OTC Markets Virtual Investor Conference (October 2020)
21 slides from Novonix's conference presentation, Oct 9, 2020
Slide 1: Introduction to North American Market
For personal use only NOVONIX LIMITED 10 µm Graphite SC-622 Graphite SC-622 OTC MARKETS VIRTUAL INVESTOR CONFERENCE PRESENTATION Introduction to North American Market 8 OCTOBER 2020
Slide 2: General Disclaimer
General Disclaimer • This document has been prepared by NOVONIX Limited (ACN 157 690 830) (“the Company” or “NOVONIX”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the For personal use only information contained herein is made by any party and nothing c
Slide 3: Discussion Topics for Today
Discussion Topics for Today For personal use only • Company overview / business units / team • Market opportunity • NOVONIX technology roadmap and product performance • Status and next steps in commercializing NOVONIX Anode Materials • Cathode materials and DPMG technology update • Perspective on Te
Slide 4: Company Overview
Company Overview For personal use only NOVONIX Limited ASX: NVX OTCQX: NVNXF Cathode Materials • Technology accelerates R&D from years to weeks • First contracted supplier of US-made high capacity • Leveraging NOVONIX DPMG technology • Partnership with Dalhousie University long-life synthetic anode
Slide 5: Management and Board of Directors
Management and Board of Directors Management For personal use only Dr Chris Burns Suzanne Yeates Admiral Robert J. Natter Nick Liveris Group Financial Controller and Group CEO Group CFO Executive Director Company Secretary Board of Directors Tony Bellas Andrew Greg Baynton Robert Cooper AndrewN. N.L
Slide 6: Global Tier Customer Base
Global Tier 1 Customer Base Customer Overview For personal use only • Customers represented globally across key battery industries, including • Auto OEMs • Battery manufacturers Tier 1 • Consumer electronics Customer • Medical device Base • Battery laboratories • Several major auto OEMs and consumer
Slide 7: Renewables and Green Energy Demand Driving Battery Materials Growth 10x by 2030
Renewables and Green Energy Demand Driving Battery Materials Growth 10x by 2030 More Electric Vehicles More Batteries More Battery Materials For personal use only EV Sales, Millions Annual Lithium-Ion Battery Demand, GWh Materials Demand, Thousand Metric Tons 100 2,000 8,000 1,800 7,000 80 1,600 1,4
Slide 8: Battery Growth is Happening in the US Now
Battery Growth is Happening in the US Now Current US Gigafactory Pipeline For personal use only Battery Co. Auto Co. Investment Capacity Status State $300M 3 GWh Operating MI • The U.S. expects to have 130 GWh NA 35 GWh Operating NV online by 2023 • Europe expects to Operating $1.7B 9.8 GWh GA have
Slide 9: The Quest for the Million-Mile Battery
The Quest for the Million-Mile Battery Million-Mile Battery requires three critical elements: For personal use only Requirement NOVONIX Long-life • PUREgraphite Anode – developed & scaling Anodes Long-life • NOVONIX DPMG Single Crystal Cathode (SCC) Cathodes – under development, IP filed Long-life •
Slide 10: Group Technology Roadmap
Group Technology Roadmap 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 For personal use only Phase Status 1 HPC tech now sold to tier 1 battery markers and OEMs in 15 countries including PANASONIC, CATL, HPC R&D Acceleration Technology SAMSUNG 2 DTA technology now provided to select tier 1 batte
Slide 11: NOVONIX Anode Material
NOVONIX Anode Material Key Customer Decision Drivers for Synthetic Graphite Anode Material For personal use only Performance NOVONIX Chinese Japanese We Deliver the Performance Required Measures Why Important PUREgraphite Synthetic Synthetic Natural • Improved coulombic efficiency and cycle Capacity
Slide 12: NOVONIX's Cathode Technology Offers Low Cost Synthesis
NOVONIX’s Cathode Technology Offers Low Cost Synthesis • Cathode materials Current PrecursorCSTR Synthesis Process DMG DPMG NOVONIX For personal use only represent about 30% of agitator waste waste metal water carbonates the cost of a battery cell RAW MATERIALS RAW MATERIALS CoSO4 CTSR • Cathode mat
Slide 13: NOVONIX's Complete Battery Cell Technology
NOVONIX’s Complete Battery Cell Technology Demonstrated and Projected Performance Predicted to Exceed 1 Million Miles For personal use only SC NMC622 / PUREgraphite + Adv. Electrolyte SC NMC622 / Gr + Adv. Electrolyte SC NMC622 / Gr NMC622 / Gr (Commercially Available Reference Materials) • 40°C ful
Slide 14: Corporate Activities
Corporate Activities APRIL – OCTOBER 2020 AGREEMENTS WITH BATTERY MAKERS For personal use only • $63 million equity raise and capital restructure in June to enable execution of the business strategy and plan to become a market leading producer of ultra long-life anode materials for lithium-ion batte
Slide 15: Phased Growth Plan For PUREgraphite
Phased Growth Plan For PUREgraphite Phase 3 (Large Scale) For personal use only Phase 2 (Medium Scale) Phase 1 (Initial Ramp-up) Timeline • 2020 - 2021 • 2022 – 2025 • 2026 - 2030 Capacity • Ramp to 2K tons/yr • Ramp to 25K tons/yr • Ramp to 100K tons/yr • SAMSUNG SDI • SANYO Stepwise Plan Customers
Slide 16: PUREgraphite Update
PUREgraphite Update Mass Production Plant, Customer and Product Update For personal use only • Mass production line operational after commissioning and optimization • Samsung SDI Contract Update • Multiple scheduled deliveries over the next 6 months • Cell mass production at Samsung SDI with PUREgra
Slide 17: Cathode Development Update
Cathode Development Update Intellectual Property Generation and Pilot Scale Production Metal Oxide For personal use only Inputs (Ni, Mn, • Continued work with Dr. Mark Obrovac’s group at Dalhousie Co, Al, etc.) and internal team on new IP generation • Pilot scale equipment and analytical lab on trac
Slide 18: Key Take-Aways From Tesla's Battery Day
Key Take-Aways From Tesla’s Battery Day • Tesla’s innovation will drive down battery cost For personal use only • New form factor 4680 • Higher automation in cell production • Cost reduction in materials • Cell-to-vehicle / structural cell integration • All of this in the hopes to deliver a $25,000
Slide 19: Battery Day Impact on NOVONIX
Battery Day Impact on NOVONIX Battery Day Take-Away Impact on NOVONIX For personal use only • Reaffirms NOVONIX’s business plan and assessment of market opportunity • Stresses the importance of technologies that reduce manufacturing costs for Auto Co’s and Battery OEMs, such as NOVONIX’s DPMG and SC
Slide 20: Conclusion
Conclusion NOVONIX… For personal use only • Is delivering the battery materials the EV and renewables future needs • Is redefining the manufacturing processes to deliver lower costs, waste and emissions needed • Has core competencies across all areas of cell technology development • Has strong conne
Slide 21: Contact Information
Contact Information CORPORATE OPERATIONS For personal use only • Chairman: • Group CEO: BTS - Bedford, Nova Scotia, CANADA Tony Bellas Dr Chris Burns 177 Bluewater Road, Bedford, NS B4B 1H1, Canada Email: tony@novonixgroup.com Email: chris@novonixgroup.com • Company Secretary and Financial • Group C
NOVONIX — OTC Markets Virtual Investor Conference (October 2020) on 6ix