Redivium Limited · ASX:RIL
Redivium — Investor Presentation (December 2024)
22 slides from Redivium's investor presentation, December 2024
Slide 1: The Road to Battery Material Supply Solutions
October-December 2024 The Road to Battery Material Supply Solutions redivium.com
Slide 2: Disclaimer
Disclaimer Summary information: This document has been prepared by Redivium Limited (“Redivium” or “the Company”) to provide summary information about the Company and its associated entities and their activities current as of the date of this document. The information contained in this document is o
Slide 3: Contents
Contents Redivium 4 Key Unmet Needs 6 Redivium as a Recycling Solutions Provider 8 NMC Recycling 9 LFP Recycling 13 Business Model 14 Redivium Trading 17 Revenue Model 19 Team 20 Contact 22 3
Slide 4: Redivium Limited – an ASX and FSE-listed company
Redivium Limited – an ASX and FSE-listed company ASX: RIL FWB: HR90 Redivium’s vision is to become a producer of critical raw materials in Europe. To achieve this vision we will recycle batteries – shredding, recovering and refining those materials for new battery production, thereby supporting the
Slide 5: Redivium Limited – an ASX and FSE-listed company
Redivium Limited – an ASX and FSE-listed company Resource Scarcity Becoming the leading battery recycler for OEMs, gigafactories and commercial compliance schemes in Europe. Closing the loop in the battery value chain by delivering scalable, high-efficiency recycling. Unique Added Value Eliminating
Slide 6: Key Unmet Needs in Europe: Battery Recycling Leadership
Key Unmet Needs in Europe: Battery Recycling Leadership European Critical Raw Materials Act (CRMA) in force May 2024 “This Act will bring us closer to our climate ambitions. It will significantly improve the refining, processing CRMA ensures EU access to a secure and sustainable supply of critical r
Slide 7: Key Unmet Needs: EU Driving OEMs to “Close the Loop”
Key Unmet Needs: EU Driving OEMs to “Close the Loop” Aim: To be the first recycling company fully compliant with all EU LiB recycling regulation before 2026 7
Slide 8: Redivium as a Recycling Solutions Provider
Redivium as a Recycling Solutions Provider NMC Recycling LFP Recycling Alkaline Recycling Redivium has rights (via licensing arrangements) to exploit ReLiFe (Recycling Lithium Ferrophosphate) is a Redivium is diligently exploring and developing new a lithium battery recycling technology originally c
Slide 9: Commercial Lithium Battery-Recycling Operation in Germany
Commercial Lithium Battery-Recycling Operation in Germany ASX-listed Neometals Ltd (ASX: NMT) and private German global plant manufacturer SMS Group GmbH have incorporated a 50:50 joint venture in Germany to commercialise NMT’s patented technology. SMS has constructed an integrated 10 TPD integrated
Slide 10: Recycling Solution for NMC Li-ion Batteries
Recycling Solution for NMC Li-ion Batteries Best Technology - Winner The German Sustainability Award Neometals won the Best The technology was featured as a Technology Award at the finalist in the Resources category, London Stock Exchange acknowledged for its low-CO2 AIM Awards in 2022. lithium-ion
Slide 11: Recycling Solution for NMC Li-ion Batteries
Recycling Solution for NMC Li-ion Batteries >95% >93% Nickel, cobalt and Lithium recovery copper recovery yield yield Click here to watch the animation of the process The trial of process improvements to the hydro- metallurgical refining flowsheet has yielded outstanding results with nickel, cobalt
Slide 12: Mercedes-Benz OEM Technology Validation
Mercedes-Benz OEM Technology Validation The Mercedes-Benz partnership with our technology licensor is a compelling validation of the technology. Its flexible business model demonstrates a willingness to tailor commercial agreements to suit the recycling needs of OEMs, battery cell manufacturers, Eur
Slide 13: LFP Recycling – ReLiFe Project
LFP Recycling – ReLiFe Project ReLiFe (Recycling Lithium Ferrophosphate) is a project developed in collaboration with a consortium of partners aiming to demonstrate, initially at a pilot scale, an environment- friendly and cost-effective technology for recycling LFP scrap and end-of-life (EoL) batte
Slide 14: Business Model – Hub & Spoke Network
Business Model – Hub & Spoke Network Hub/spoke partner Farming for battery feedstock Various partnerships are in LFP recycling pilot plant development with compliance scheme operators, waste Redivium Ltd (Exclusive Hub Licence) management companies, OEMs, battery producers, ESS-related Redivium Ltd
Slide 15: Investment Decision in the UK; Other Partnerships Maturing
Investment Decision in the UK; Other Partnerships Maturing Four key commercial partnership agreements progressing Location Binding UK market development Agreement Binding collaboration agreement. Binding collaboration agreement. Binding collaboration agreement. agreement. Collaboration to investigat
Slide 16: Business Model Options – NMC & LFP Recycling
Business Model Options – NMC & LFP Recycling OPERATIONAL MODEL REVENUE MODEL 1 Principal Redivium provides a battery disposal service Disposal fee charged per tonne and sale of recovered materials DIFFERENTIATED CUSTOMER-DRIVEN MODEL Increasing Feedstock Volume NMC & LFP 2 Build integrated recycling
Slide 17: Redivium Trading Headline Strategy
Redivium Trading Headline Strategy Farming for Black Mass The key focus is to trade Redivium intermediate products across Europe through one entity aimed at achieving critical mass and overall marketing focus. Will include third-party products to reduce overall production risk *1 Redivium Trading Li
Slide 18: Trading Business Model
Redivium Trading Business Model Material Marketing / Sales Financing Options Disposal fee charged per 1 Acquire cell production scrap, tonne where possible, off-spec waste, EOL EV batteries, Feedstock portable batteries (NMC*, LFP and acquired material sold to and paid by Redivium Alkaline) producti
Slide 19: Redivium Revenue Model Summarised
Redivium Revenue Model Summarised Focus on capturing and profitably processing waste EOL portable batteries to establish a Europe-wide scalable platform for future processing of EOL EV batteries. Redivium plans to trade black mass from NMC, LFP and alkaline battery waste until sufficient volumes hav
Slide 20: Team
Redivium Team Jonathan Murray Michael O’Leary-Collins Chairman Redivium Executive Director and Chief Executive - Europe Andre Umbers James Gunn Hrvoje Katicic Vladimir Jelacic Farhan Mohammed Aljoša Antolin Non-Executive Director Director – European Operations Finance Director – Europe General Couns
Slide 21: Redivium presents a unique value proposition
Redivium presents a unique value proposition Multiple growth opportunities via portable battery partnerships across Europe. Profit delinked from electric vehicle adoption and their end-of-life EV batteries. Team has a strong technology commercialisation background. Clear strategy supported by macro
Slide 22: Contact Details
Contact Details Michael O’Leary-Collins Redivium Executive Director & Chief Executive – Europe info@redivium.com molearycollins@redivium.com www.redivium.com 22