Novonix Ltd · ASX:NVX
Novonix — Shareholder Meeting (April 2024)
18 slides from Novonix's shareholder meeting presentation, Apr 18, 2024
Slide 1: Set for Growth Annual General Meeting, April 2024 CEO Presentation
Set for Growth Annual General Meeting, 17 April 2024 CEO Presentation EXHIBIT 99.3 Company Logo
Slide 2: Important Notice and Disclaimers
Important Notice and Disclaimers The information contained in this presentation (the “Presentation”) has been prepared by NOVONIX Limited (ACN 157 690 830) (“the Company” or “NOVONIX”) solely for information purposes and the Company is solely responsible for the contents of this Presentation. It is
Slide 3: Providing Revolutionary Solutions to the Battery Industry
Providing Revolutionary Solutions to the Battery Industry Investment Highlights Battery Technology Solutions division provides competitive advantage to accelerate innovation Intellectual property portfolio for synthetic graphite manufacturing and all-dry, zero-waste NMC cathode synthesis Customer a
Slide 4: Competitive Advantage Through Synergistic Operating Structure
Competitive Advantage Through Synergistic Operating Structure Develops industry leading lithium-ion battery testing equipment while providing R&D services In-house testing technology and data solutions accelerate rapid advancements compared to industry standards Data solutions leverage AI and mach
Slide 5: 2023 Highlights - Advancing Battery Technology, Operations, and Partnerships
2023 Highlights - Advancing Battery Technology, Operations, and Partnerships Maintain Industry Leading R&D Efforts for Battery Materials Scale Operations – On Track to Deliver Commercial Production Secure Tier 1 Customers Launched 10 tpa pilot line for all-dry, zero-waste cathode synthesis process w
Slide 6: Our Leadership and Board of Directors
Our Leadership and Board of Directors Leadership Team Board of Directors Key leadership and technical experience: Scientific & Technical Advisors Admiral Robert J. Natter Chairman & Non-Executive Director Suresh Vaidyanathan Non-Executive Director Tony Bellas Deputy Chairman & Non-Executive Director
Slide 7: Released Inaugural Sustainability Report Highlighting Our ESG Priorities
Released Inaugural Sustainability Report Highlighting Our ESG Priorities Top Priority ESG Topics NOVONIX ESG Commitment Environmental Our mission is to develop innovative, sustainable technologies and high-performance materials to service the electric vehicle and energy storage industries Social The
Slide 8: Proprietary Process Technologies Leading the Clean Energy Transformation
Proprietary Process Technologies Leading the Clean Energy Transformation Environmental Benefits of NOVONIX Technology Reduced power requirements No reagents Clean power sources1 High-purity input materials 1 - Tennessee Valley Authority, 2022 Sustainability Report notes 52% of power is from carbon-f
Slide 9: NOVONIX is at the Forefront of Battery Technology
NOVONIX is at the Forefront of Battery Technology Enables Quick Reliable Predictions of Battery Lifetime Materials Development and Characterization Cell Design and Prototyping Cell Testing Customer Research & Development Services UHPC Analytical materials lab Pouch and cylindrical cell manufacturing
Slide 10: Cathode Synthesis: Engineering Scoping Study Results
Cathode Synthesis: Engineering Scoping Study Results Note: Please see Hatch disclaimer shown in Sept 12, 2023 press release on Study description and estimates. Fewer unit operations leads to simplified flowsheet Higher mass feed rate due to ‘hydroxide-free’ feedstock Hatch Study Estimated Findings [
Slide 11: NOVONIX is Localizing the Synthetic Graphite Supply Chain
NOVONIX is Localizing the Synthetic Graphite Supply Chain High Performance Our products are developed to meet or exceed tier 1 EV OEMs specifications Cleaner, More Efficient Technology Produced with cleaner energy sources with virtually zero emissions and uses no harmful chemicals Domestic Supply Pr
Slide 12: Strong EV Growth Building Pressure for a Localized Supply Chain
Market is estimating ~20% North American growth in 2024. Some OEMs have slowed plans, but new entrants have increased overall demand Government incentives are supporting the projected ~ 50% adoption rate in electric vehicle by 2030 Forecasted EV demand showing double digit growth through 2030 Strong
Slide 13: NOVONIX to Commission the First Large Scale Battery Grade Synthetic Graphite Production Facility in North America
NOVONIX to Commission the First Large Scale Battery Grade Synthetic Graphite Production Facility in North America Riverside Facility Overview Readiness for Commercial Production Purchased and opened Riverside facility in 2021, highlighted by a grand opening attended by US Secretary of Energy Jennife
Slide 14: NOVONIX Facility Growth Aligned with Projected Customer Demand
NOVONIX Facility Growth Aligned with Projected Customer Demand Key Highlights Supporting NOVONIX Growth Benchmark Minerals Intelligence (December ‘23), NOVONIX NOVONIX has signed agreements with KORE Power, Panasonic Energy & LGES which account for 32% of North American forecasted customer demand in
Slide 15: Conditional Proposal – Mount Dromedary & Axon Graphite
Conditional Proposal – Mount Dromedary & Axon Graphite World class, large-scale natural high-grade flake graphite project Conditional 50/50 Joint Venture with NVX “merging” Mount Dromedary asset in exchange for shares in LEL subsidiary, Axon Graphite Axon Graphite holds the Burke and Corella Tenemen
Slide 16: 2024 Focus Items - Set For Growth
2024 Focus Items - Set For Growth Maintain Industry Leading R&D Efforts for Battery Materials Scale Operations – On Track to Deliver Commercial Production Secure Tier 1 Customers Enhance BTS offerings for additional revenue and services Test high-nickel cathode materials from all-dry, zero-waste pro
Slide 17: Goals for the Future of NOVONIX
Goals for the Future of NOVONIX Forefront of product innovation Recognized battery technology leader Scaling anode materials production capacity to 150K tpa All-dry, zero-waste cathode technology supported by our propriety processing Highly developed IP with leading market positions Foresee strong c
Slide 18: Contact Information
Contact Information NOVONIX Anode Materials NOVONIX Battery Technology Solutions 1029 West 19th Street, Chattanooga, TN 37408 USA 353 Corporate Place Chattanooga, TN, 37419 USA 177 Bluewater Road Bedford, NS B4B 1H1 Canada 110 Simmonds Drive Dartmouth, NS B3B 1N9 Canada This presentation has been au