Waratah Minerals Limited · ASX:WTM
Waratah Minerals — Battery Minerals — Investor Presentation (February 2020)
16 slides from Waratah Minerals's investor presentation, February 2020
Slide 1: Montepuez Graphite Project Investor Presentation
Montepuez Graphite Project Investor Presentation February 2020 1
Slide 2: Montepuez Graphite Project Summary
Montepuez Graphite Project Summary Ore resources of 119.6 million tonnes 8.1% TGC1 Ore Body6 Ore reserves of 42.2 million metric tonnes 9.3% TGC Plant feed of 500,000 tpa 12% TGC Operations6 Product output of +50,000 tpa 96%TGC OPEX7 Opex is in the lowest cost quartile / tonne in the global market U
Slide 3: The Team
The Team Battery Minerals executive team has a combined 100 years of industry experience with extensive experience in Mozambique and African project development and operations Organisational Chart Jeremy Sinclair David Flanagan Jeff Dowling Board Member Non-Executive Chairman Board Member Naomi Scot
Slide 4: The Market – Traditional Graphite
The Market – Traditional Graphite Demand for graphite is expected to double in the next five years, driven by LiB manufacturers and traditional markets 1 Natural Graphite Flake Producer1 2 Spheronizers & Purifiers2 3 Coaters Mining and Processing Shaping Purification Coating Natural Graphite Spheric
Slide 5: The Market – LiB
The Market – LiB A paradigm shift in the demand for sustainable transportation … where graphite will play a central role as an essential mineral and energy storage is on the horizon … towards the manufacturing of LiBs LIB demand by end-use sector Composition of a NMC3 6-2-2, 62 kWh LiB GWh 4,500 5,0
Slide 6: Our Projects
Our Projects Pemba Port 60km unsealed road Berth 8 – 12m deep draft Capacity 3 – 4 Mtpa cargo and goods 200km sealed road from 60km sealed Pemba to town of road Montepuez Vessel Size Geared – 30,000dwt to 40,000dwt Shipping China / USA / Europe via Route Durban or Dar es Salaam Upgrade in 24/7 opera
Slide 7: Montepuez Graphite Project – Ore Bodies
Montepuez Graphite Project – Ore Bodies Project is underpinned by high quality and strategically large resources and reserves providing a +50 life of mine November 2018 Ore Reserve Estimate1 Significant Exploration Upside Ore Ore Type %TGC (Mt) Weathered 5.98 8.34% Fresh 36.21 9.42% Total 42.19 Buff
Slide 8: Montepuez Graphite Project – Stage 1
Montepuez Graphite Project – Stage 1 With Site infrastructure completed, The Project is positioned for construction start and a fast track path to production Stage 1 Project Metrics1 Project Achievements Plant Feed 500,000 tpa Approvals Mining and Environmental Licenses Approved Grade Processed 12 %
Slide 9: Montepuez Graphite Project Stage 1 Economics
Montepuez Graphite Project Stage 1 Economics4 Low CAPEX and lowest cost quartile OPEX with a year 1 to 10 basket price of US$ 923/t concentrate = Robust project economics Capital Breakdown1 US$ mn Year 1 – 10 C13 Cost Breakdown US$/t flake Process Plant and Power 27.4 Mining 100 Mining Equipment and
Slide 10: Balama Central Graphite Project
Balama Central Graphite Project Project is underpinned by high grade and quality resources and reserves providing a +35 life of mine Balama Central Project Metrics Project Achievements November 2018 Ore Reserve Estimate1 Mining and Environmental Licenses Ore Plant Feed 500,000 tpa Approvals Ore Type
Slide 11: Our Community
Our Community Battery Minerals will continue to make key social and environmental interventions in the local community over the life of mine Food Security Health Education Training Infrastructure • Support improved crop • Upgraded Mirate Health • Built fully equipped school – • Committed to employ 7
Slide 12: The Value of Vertical Integration
The Value of Vertical Integration The anode pre-cursor value chain is currently controlled by China, an opportunity exists to enter this valuable vertically integrated with the increased participation of strategic non-Chinese customers who rely on anode pre-cursor material supply Added value to inve
Slide 13: Our Path Forward
Our Path Forward Battery Minerals is positioned to respond to the growing, diversified graphite market Fund The Project Build the Project Commission the Project • ThirdWay Africa appointed as lead financial • Complete due diligence • Wet commission the process plant advisor1 • Appoint EPCM • Complet
Slide 14: Disclaimer
Disclaimer Forward Looking Statements • Statements and material contained in this Presentation, particularly • The information in this report that relates to Battery Minerals’ • Battery Minerals confirms that it is not aware of any new those regarding possible or assumed future performance, resource
Slide 15: Appendix - Resource and Reserve Details
Appendix - Resource and Reserve Details Montepuez Graphite Project Balama Central Graphite Project Montepuez Graphite Project1 Ore Reserve Estimate (6% TGC cut-off grade) 3 November 2018 Ore Reserve Estimate Pit Ore type Ore (Mt) TGC (%) Deposit Ore type Ore (Mt) TGC (%) Lennox Weathered 3.36 11.09
Slide 16: Thank You
THANK YOU Battery Minerals – Perth Battery Minerals – Maputo 10 Ord Street, Edificio Solar Das Acácias, West Perth, WA 6005 Avenida Julius Nyerere, N 4000, Australia Porta 05, Maputo, Mozambique David Flanagan – Non-Executive Chairman T + 61 (08) 6148 1000 E david.flanagan@batteryminerals.com ThirdW
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