Syrah Resources Limited · ASX:SYR
Syrah Resources — Shareholder Meeting (May 2016)
28 slides from Syrah Resources's shareholder meeting presentation, May 26, 2016
Slide 1: Annual General Meeting Presentation
For personal use only Annual MAINGeneral HEADINGMeeting STYLE TO GOPresentation HERE MAIN HEADING Unsaved Document / 21/09/2012 / 20:01 26 May 2016 11
Slide 2: Disclaimer
Disclaimer For personal use only This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may
Slide 3: Our vision and values
Our vision and values For personal use only Syrah’s vision is to be the leading supplier of superior quality graphite products, working closely with our customers and supply chain to innovate and bring enhanced value to industrial and emerging technology markets globally. Syrah is committed to: • WO
Slide 4: Investment highlights
Investment highlights For personal use only 14 14 14
Slide 5: Building the world's premier graphite company
Building the world’s premier graphite company For personal use only • Feasibility Study confirms the world class potential of the Balama Project • Low cost producer of superior quality graphite products • Targeting “traditional” industrial graphite markets and emerging technology markets • Developme
Slide 6: New Director appointed – Dr. Christina Lampe-Onnerud
New Director appointed – Dr. Christina Lampe-Onnerud For personal use only • United States based authority in battery system innovation and design • 20 years experience in R&D and commercialization of lithium ion battery technologies • Founder of Boston-Power Inc (Boston-Power), a developer of high-
Slide 7: Balama Project
For personal use only Balama Project Corporate overview 17 17 17
Slide 8: Development activities significantly progressed
Development activities significantly progressed For personal use only • Detailed engineering and design is well advanced • Steelwork and plate work fabrication is well underway with deliveries commencing to site during Q2 2016 • Manufacture of principal mechanical equipment continues and will be rea
Slide 9: Ore storage
For personal use only Ore storage 19 19 19
Slide 10: Crushing
For personal use only Crushing 20 20 20
Slide 11: Process water, filter building and thickener
Process water, filter building and thickener For personal use only 21 21 21
Slide 12: Flotation and grinding
Flotation and grinding For personal use only 22 22 22
Slide 13: Truck parking for product haulage
Truck parking for product haulage For personal use only 23 23 23
Slide 14: Administration building
Administration building For personal use only 24 24 24
Slide 15: Components and equipment being manufactured
Components and equipment being manufactured For personal use only Clockwise from top left: Flash dryer cyclone, bag filter hopper, recycle crusher and structural steel being manufactured 25 25 25
Slide 16: Product marketing and offtake
For personal use only Product marketing and offtake Corporate overview 26 26 26
Slide 17: Marketing strategy and product mix
Marketing strategy and product mix For personal use only • Partnerships with major end users or key regional commodity traders • Technology markets (lithium ion battery applications) require -100 mesh graphite • General Manager – Sales & Marketing Antonio Assis appointed with over 28 years of experi
Slide 18: Proposed Spherical Graphite Project
For personal use only Proposed Spherical Graphite Project Corporate overview 28 28 28
Slide 19: Emerging technology markets
Emerging technology markets For personal use only • Emerging macroeconomic theme – electric vehicles and grid storage • Significant lithium ion battery demand continues • Coated spherical graphite used as anode material in lithium ion batteries • 1KWh requires ~1kg of spherical graphite • Increasing
Slide 20: Anode materials used in lithium ion batteries
Anode materials used in lithium ion batteries For personal use only Mesocarbon microbeads Silica or tin type Lithium titanate oxide 2% 1% 1% Amorphous graphite 5% Artificial graphite 24% Natural graphite 67% Composition of anode materials used in lithium ion batteries in 2014 (Source: Avicenne Energ
Slide 21: Significant planned battery capacity
Significant planned battery capacity For personal use only • Significant additional planned lithium ion battery capacity has been announced globally US$10 billion – US$12 billion invested during 2011 to 2014 Over US$6 billion is expected to be invested from 2014 to 2017 by Telsa, BYD and Amperex
Slide 22: Historical spherical graphite prices
Historical spherical graphite prices For personal use only Historical 15 micron, 99.95% C FOB China uncoated spherical graphite prices (Source: Benchmark Minerals) 32 32 32
Slide 23: Tesla Model 3 pre-orders
Tesla Model 3 For personal use only Newly unveiled Tesla Model 3 which had nearly 400,000 pre-orders three weeks after launching on 31 March 2016 33 33 33
Slide 24: Ideal characteristics of flake graphite for battery applications
Ideal characteristics of flake graphite for battery applications For personal use only • Optimal flake size – using -100 mesh maximises production yield • Degree of crystal order – Balama graphite has a fully ordered crystalline structure • Degree of spheroidisation – well rounded spherules increase
Slide 25: Balama spherical graphite
Balama spherical graphite For personal use only Purified, uncoated Balama spherical graphite 35 35 35
Slide 26: The Balama journey
For personal use only The Balama journey Corporate overview 36 36 36
Slide 27: The future of graphite
The future of graphite For personal use only • World’s largest, low cost producer, with a capacity over 350,000 tpa(1) • Balama has the ability to become a long term, consistent and high quality graphite supplier • Rapid progress – concept to mine development in 4 years • Highly experienced Board an
Slide 28: Key contacts
Key contacts For personal use only Tolga Kumova Managing Director Syrah Resources Limited Office contact - +61 3 9670 7264 Mobile contact - +61 421 707 155 Email – t.kumova@syrahresources.com.au Office Syrah Resources Limited ASX: SYR ABN 77 125 242 284 Level 9, 356 Collins St Melbourne VIC Phone: +