Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — IMARC Conference 2022
17 slides from Sarytogan Graphite's conference presentation, Nov 1, 2022
Slide 1: Giant Opportunity in Kazakhstan
For personal use only GIANT OPPORTUNITY IN KAZAKHSTAN NOVEMBER 2022 I M A R C CO N F E R E N C E I N V E S TO R P R E S E N TAT I O N 1
Slide 2: Sustainable Competitive Advantage
Sustainable Competitive Advantage For personal use only Giant and exceptionally high-grade Inferred Mineral Resource of 209 Mt @ 28.5% TGC. Premium sizing supports battery metals product strategy. Kazakhstan is an established mining jurisdiction ideally located between the largest battery manufactur
Slide 3: Corporate Overview
Corporate Overview Capital Structure Stephen Penrose Non-Executive Chairman, LLB, J.D., For personal use only Lawyer and Managing Partner of Tottle Partners, specialising in corporate Shares on Issue (Undiluted) 132.5M and commercial litigation. Escrowed Shares (until July 2024) 53% Sean Gregory Man
Slide 4: Environment Social Governance
Environment Social Governance Our future products will enable the decarbonisation of energy and transportation. For personal use only We are committed to the highest standards in Environment Social Governance. Natural graphite has a 10x lower CO2 footprint than synthetic graphite Environment 1% of a
Slide 5: Kazakhstan – Mining on the One Belt, One Road
Kazakhstan – Mining on the One Belt, One Road For personal use only Mining in Kazakhstan • Similar semi-arid land area to West. Aust. • Mining code based on West. Aust. • 40% of global uranium supply1 • 12th in global mining value1 • 13th largest oil producer1 Corporate income tax: 20%; mineral roya
Slide 6: Regional Infrastructure Advantages
Regional Infrastructure Advantages For personal use only 170km by highway to the large industrial city of Karaganda. 6km from bitumen road to project. 68km from nearest railway station. 2km from high-voltage power lines. Sufficient water supply available. 6
Slide 7: High-Grade Graphite from Surface = Mining Economic Advantage
High-Grade Graphite from Surface = Mining Economic Advantage For personal use only 7
Slide 8: Drilling and Mineral Resource
Drilling and Mineral Resource For personal use only JORC Inferred Graphite Mineral Resource1 TGC Cut-Off 15% Tonnes Contained Zone TGC (%) (Mt) Graphite (Mt) North 159 28.8% 46 Central 49 27.5% 14 Total 209 28.5% 60 Graphitic shales enriched by contact metamorphism from intrusion of granitic dome 20
Slide 9: Graphite Market Overview
For personal use only “Our cells should be called Nickel-Graphite, because primarily the cathode is nickel, and the anode side is graphite with silicon oxide” Graphite Market - Elon Musk, CEO Tesla Motors Overview 9
Slide 10: Electric Vehicle Batteries
Electric Vehicle Batteries For personal use only Graphite is the major raw material in all EV battery types Cobalt, 8% Cobalt, 14% Cobalt, 17% Manganese, 8% Cobalt, 27% Manganese, 24% Cathode Other, 83% Manganese, 29% Nickel, 68% Nickel, 73% Nickel, 43% Nickel, 29% Lithium, 17% Lithium, 15% Lithium,
Slide 11: China and Europe lead rapid growth in the EV Market
China and Europe lead rapid growth in the EV Market EV’s are driving growth in battery demand For personal use only Battery Anode Production is accelerating to meet demand Chinese Anode Production (kt) 1200 1000 800 600 1004 400 677 200 371 0 2020 2021 2022f Sources: BMO 2022 Bloomberg, 2021, Fast M
Slide 12: Battery Anode Product Strategy Driven By Prices
Battery Anode Product Strategy Driven By Prices For personal use only Graphite Product Prices USD 3,000 • Traditional industrial uses requires coarse flake graphite (e.g. refractory uses, brake linings, lubricants etc) USD 2,000 • Li-ion batteries will drive natural graphite demand from 1Mt to 4Mtpa
Slide 13: Premium Micro-Crystalline Sizing for Battery Anodes
Premium Micro-Crystalline Sizing for Battery Anodes For personal use only In-Situ Mineralisation After Grinding and Flotation Coarse ribbons of graphite in a matrix of micro-crystalline graphite amenable to fine grinding for mineral liberation and premium sizing Thin section photomicrograph of St-11
Slide 14: Metallurgical Pathway to Battery Anodes
Metallurgical Pathway to Battery Anodes For personal use only Resource Flotation Roasting Purification Spheroidization Anode Material Achieved TGC 28.5%2 81.3%1 92.1%1 to 98.6%2 underway 2023 2023 Character giant low-strip micro-crystalline caustic low-temp chemical or milling growth market thermal
Slide 15: Work Program On Track
Work Program On Track For personal use only Milestone Sep 22 Dec 22 Mar 23 Jun 23 Resource drilling and monthly results ✓ Mineral Resource upgrade Flotation tests and sighter roasting test ✓ Roasting optimisation and purification tests Scoping study 15
Slide 16: Contact
For personal use only CONTACT Sean Gregory Managing Director E: admin@sarytogangraphite.com.au W: www.sarytogangraphite.com.au +61 08 9388 8290 16
Slide 17: Disclaimer & Compliance Statement
Disclaimer & Compliance Statement Important Disclaimer Neither this Presentation nor anything contained in it forms the basis of any contract or commitment and it is not You must read this notice before reading or making any use of this Presentation (defined below) or any intended to induce any pers