Ecograf Ltd. · ASX:EGR
Ecograf — Stockhead VCon on the EV Revolution (September 2021)
34 slides from Ecograf's conference presentation, Sep 2, 2021
Slide 1: Stockhead VCon on the EV Revolution Presentation
For personal use only September 2021 Stockhead VCon on the EV Revolution Presentation ASX: EGR FSE: FMK OTCQX: ECGFF
Slide 2: Disclaimer
Disclaimer Securities Disclaimer For personal use only This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Such offer can be made only through proper subscription documentation and only to investors meeting strict sui
Slide 3: Diversified battery anode material business supporting global transition to clean energy
For personal use only Diversified battery anode material business supporting the global transition to clean energy and e-mobility BATTERY ANODE MATERIAL LITHIUM-ION BATTERY RECYCLING NATURAL GRAPHITE Western Australia Recovery of carbon Scalable mining projects and Europe battery anode anode materia
Slide 4: Corporate summary
Corporate summary Board and Executive Management Business Locations Share Price For personal use only Chairman Skellefteå Robert Pett Industrial Site German Office Pilot Plant Managing Director Andrew Spinks Director John Conidi Epanko Graphite Project Executive Director – Shares on issue: 449m Head
Slide 5: Lithium-ion Battery Market Overview
For personal use only Lithium-ion Battery Market Overview. 5
Slide 6: Compelling lithium-ion battery market opportunity
Compelling lithium-ion battery market opportunity For personal use only 6 6
Slide 7: Unprecedented investment in new European battery capacity
Unprecedented investment in new European battery capacity 24 Gigafactories announced with 600 GWh total annual production capacity For personal use only = 9-10 million electric vehicles per year Norway, 202X Mo i Rana, 2023 To be announced Ramp-up to 40 GWh Arendal, 2024 Skelleftea, 2021 32GWh, late
Slide 8: EU Commission's battery ESG regulations
EU Commission’s battery ESG regulations New measures announced to promote sustainability For personal use only POLICY ECOGRAF’S ESG a EcoGraf™ HFfree proprietary purification Responsible sourcing. New mandatory procedures to ensure process sustainable and ethical sourcing of raw materials such as gr
Slide 9: Development Ready Battery Anode Material Business
For personal use only DEVELOPMENT READY Battery Anode Material Business. 9
Slide 10: Western Australia: Kwinana-Rockingham location
Western Australia: Kwinana-Rockingham location For personal use only 10 10
Slide 11: Western Australian Battery Anode Materials Processing Facility
Western Australian Battery Anode The new state-of-the-art processing facility will incorporate the Company’s Materials Processing Facility proprietary EcoGraf™ HF-free purification technology to manufacture 20,000tpa spherical graphite for the lithium-ion battery market. For personal use only CURREN
Slide 12: Battery graphite business summary
Battery graphite business summary For personal use only State-of-the-art facility to deliver high quality, sustainably produced HFfree battery anode material products Initial commercial production plant commencing at 5,000tpa, expanding to 20,000tpa a EcoGraf™ proprietary purification process elimin
Slide 13: Sustainability focus and product development initiatives
Sustainability focus and product development initiatives For personal use only a Commercial scale testing with leading equipment manufacturer indicates potential • Enhanced performance • Carbon additive to • AA, AAA,8V alkaline for product yield to exceed 60% Cast/Grey Cast Steel & battery, NMC CEM
Slide 14: Evaluation of industrial site in Sweden
Evaluation of industrial site in Sweden For personal use only The reservation agreement signed with the Skellefteå municipality for a 65,000m2 site Key advantages of Skellefteå’s main industrial area: a Abundant supply of clean, renewable energy with the lowest industrial power costs in Europe a Rea
Slide 15: Global expansion strategy for battery anode business
Global expansion strategy for battery anode business Supply of battery anode materials to key growth markets For personal use only 2021 EV BATTERY MEGAFACTORIES = Current battery anode materials supply chain is 100% reliant on China. Strategy to expand production and regionalise additional manufactu
Slide 16: Development Ready Natural Flake Graphite Business
For personal use only DEVELOPMENT READY Natural Flake Graphite Business. 16
Slide 17: Natural graphite business summary
Natural graphite business summary For personal use only Long life Epanko Graphite Mine to supply industrial and battery markets a Bankable Feasibility Study completed by GR Engineering Services a Bank appointed Independent Engineer’s Review completed by SRK Consulting Defined, de-risked and ready fo
Slide 18: Significant contribution to Tanzanian economy
Significant contribution to Tanzanian economy For personal use only US$3+ billion 300 Tanzanians Community development direct contribution to the economy over 40+ to be directly employed via new housing, school, Church, medical years through local procurement of goods and (over 95% of all staff) for
Slide 19: High returning 60ktpa BFS positions Epanko for development
High returning 60ktpa BFS positions Epanko for development For personal use only Epanko bankable feasibility study outcomes • Robust technical and financial BFS completed, conforming with IFC standards Development period (months) 19 ➢ Average production of 60,000tpa graphite concentrate Average annu
Slide 20: High quality graphite deposit with scale
High quality graphite deposit with scale For personal use only Epanko Mineral Resource estimate >8% TGC • Mineral Resource supports potential for depth and strike extensions of the Ore Reserve pit shells Tonnage Contained JORC classification (Mt) graphite (t) • Mineralisation commences at surface wi
Slide 21: EcoGraf provides mine-to-market ESG supply chain assurance
EcoGraf provides mine-to-market ESG supply chain assurance For personal use only • EcoGraf’s Epanko mine development satisfies Equator Principles social and environmental planning standards • Long-life, high quality supply of natural flake graphite for industrial and battery markets Epanko to transf
Slide 22: Lithium-ion Battery Recycling Business
For personal use only PILOT SCALE READY Lithium-ion Battery Recycling Business. 22
Slide 23: Battery recycling market overview
Battery recycling For personal use only Market Overview Proposed EU legislation requires more battery recycling and greater transparency in the raw materials supply Recycling efforts have focused on cathode metals chain. Carbon anode materials are currently not recovered Carbon material which is a w
Slide 24: Recycling strategy for recovered anode material
Recycling strategy for recovered anode material For personal use only Industrial Application Markets for Natural Synthetic Recovered Carbon Anode Material a a Alkaline and zinc carbon batteries a - Friction materials a - Refractories - a Carbon additives Prioritising high value natural and synthetic
Slide 25: EcoGraf positioned to recover and reuse carbon anode material
EcoGraf positioned to recover and reuse carbon anode material For personal use only Agreement signed with South Korea’s largest lithium-ion battery recycling group SungEel HiTech 25 25
Slide 26: SungEel HiTech strategic co-operation
SungEel HiTech strategic co-operation For personal use only Collaboration presents opportunity to provide tailored EcoGraf™ process in SungEel lithium-ion battery recycling plants SungEel Global Pre-treatment Facilities SungEel is one of the major lithium-ion battery recycling companies in Asia and
Slide 27: Modular recycling pilot plant
Modular recycling pilot plant For personal use only Key features: • Capacity of 50-100kg/hr • Capital cost A$5.8m • State-of-the-art-facility utilising EcoGraf™ HFfree purification process with design providing location flexibility • Design criteria based on operating at the highest environmental st
Slide 28: EcoGraf recycling - lowering EV production carbon footprint
EcoGraf™ recycling - lowering EV production carbon footprint For personal use only • Estimated 10 - 30% production loss during cell manufacturing and battery testing • Solution: Develop ‘In-Process’ recovery of production scrap (slurries and coatings waste) • Reuse would eliminate 13.5kg of CO2 per
Slide 29: Growth Strategy, Value Proposition and Outlook
For personal use only Growth Strategy, Value Proposition and Outlook. 29
Slide 30: Diversified battery anode material business
Diversified For personal use only battery anode material business supporting the global transition to clean energy and e-mobility a Over 8 years of technical work a Blended battery anode material programs and extensive product provides a unique eco-friendly a Downstream processing strategy qualifica
Slide 31: Growth strategy
Growth strategy Lithium-ion anode demand to drive growth in 5 key area’s For personal use only 1 4 ANODE DEMAND BATTERY ANODE MATERIAL NATURAL GRAPHITE Battery anode material processing facilities Scalable mining projects for long-term supply of natural 1st Plant : Australia graphite products 2nd Pl
Slide 32: EcoGraf's vertically integrated product flow
EcoGraf’s vertically integrated product flow For personal use only 32 32
Slide 33: Value proposition
Value proposition For personal use only Battery Anode Material Facility Epanko Graphite Project Recycling of Carbon Battery Australia Tanzania Anode Materials 20,000tpa battery graphite 60,000tpa natural flake graphite Significant results 99.98%C US$35m annual EBITDA US$44.5m annual EBITDA Productio
Slide 34: The future is electric
For personal use only The future is electric. BATTERY LITHIUM-ION NATURAL ANODE BATTERY GRAPHITE MATERIAL RECYCLING Head Office Follow EcoGraf on LinkedIn, Twitter or sign up to the company’s newsletter for the latest announcements, media releases and market news. 18 Richardson Street West Perth, We
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