Elcora Advanced Materials Corp. · TSXV:ERA
Elcora Advanced Materials — Investor Presentation (August 2023)
33 slides from Elcora Advanced Materials's investor presentation, Aug 22, 2023
Slide 1: Charged & Ready
TSXV ERA elcoracorp.com Charged & Ready Mining Critical Battery Metals to Supply the Coming Global Energy Revolution Corporate Presentation 2023 – 08 -22 TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential
Slide 2: Disclaimer
Disclaimer Introduction Certain information set forth in this presentation contains “forward-looking information”, including “future oriented financial information” and “financial outlooks”, under applicable securities laws. Except for statements of historical fact, information contained herein cons
Slide 3: A Story of Storage
A Story of Storage Introduction How Elcora is Anticipating and Responding to the Global Energy Revolution Demand +9% per year An EU-sized chunk of electricity demand (2500 TWh) is Supplying Demand expected to be added to global total over next 3 years. 1 With licenses for Vanadium, Manganese, and Co
Slide 4: Company Highlights
Company Highlights Introduction The Elcora Advantage Owns Numerous Concessions for Key Battery Metals • Vanadium for Large Scale Energy Storage applications • Manganese for small-scale application like EVs and mobile devices In Morocco • Politically stable jurisdiction • Supportive policies for reso
Slide 5: Elcora Action Plan
Elcora Action Plan Introduction Leveraging Existing Value to Capture More Opportunities • Expand Manganese ore extraction capacity • Commence Manganese ore processing • Explore & Develop Vanadinite deposits TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential 5
Slide 6: Elcora Locations
Elcora Locations Canada & Morocco TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential 6
Slide 7: Locations Overview
Locations Overview Locations Elcora Seeks Out Stable Jurisdictions with Resource Positive Policies Canada Morocco Key Features Key Features • Stable political climate • Stable political climate • Favorable Legal and Regulatory Framework • Moroccan government has set out a strategy for tripling the m
Slide 8: Morocco – Research & Exploitation Zones
Morocco – Research & Exploitation Zones Locations 17 Vanadinite Research Permits 272 km2 • 15 contiguous in one area (exploitation license pending) • 1 close to Missour (exploitation license pending) • 1 close to Midelt (exploitation license Q4 2023) 2 Manganese Exploitation licenses • Beni Melall 1
Slide 9: Morocco Deposits
Morocco Deposits Locations Atlas Lion Mineral Resource • Atlas Lion Deposit - Vanadium District • Vanadinite deposit with desirable concentration of Vanadium and Lead • Surface deposits allow for simple, efficient and low-cost mining • Large, under-explored region in Morocco • High geological upside
Slide 10: Vanadinite Preliminary Findings
Vanadinite Preliminary Findings Locations Atlas Lion Geological report(1) on first 2 concessions out of 16 contiguous: Combined Lab Test Results ATLAS LION DEPOSIT Lab-Ref R/4460-21-01 • ESTIMATED VANADINITE RESOURCE ON 2 OUT OF 17 LICENSES Customers-Ref Echantillon 1 • Estimated Resource 772,000 to
Slide 11: Vanadium - Development Phases
Vanadium - Development Phases Locations Atlas Lion Through trenching and mapping of ore outcrops the company has gathered substantial information allowing a conservative plan of development • Build access dirt roads to first mine production site and remove overburden (waste to ore ratio ca. 1:1 at b
Slide 12: Vanadium - Development Phases
Vanadium - Development Phases Locations Atlas Lion (cont’d) • Continue with Phase 2 production and start intensive, 2-shift exploration program to identify prime targets • Plan mine for mid-term and long-term operations PHASE 3 • Start testing for metallurgical extraction of Pb, V and rare metals li
Slide 13: Pictures
Pictures Locations Atlas Lion TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential 13
Slide 14: Morocco – Atlas Fox Deposit
Morocco – Atlas Fox Deposit Locations Atlas Fox License Locations • Beni Mellal • Ouarzazate TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential 14
Slide 15: Beni Mellal Manganese Deposit
Beni Mellal Manganese Deposit Locations Atlas Fox • Manganese represents a critical link in the EV Lithium-ion battery supply chain • Electrolytic Manganese Dioxide (EMD) is an upgraded form of Manganese that serves as a key ingredient of Lithium-ion, Alkaline and Zinc-Manganese batteries • Elcora h
Slide 16: Beni Mellal Manganese
Beni Mellal Manganese Locations Atlas Fox The Manganese mine was already in production during the 40s and 50s of last century. The deposit was mined either as small open pits or through underground addits. These old pits now give all indications and information needed to start the operation as open
Slide 17: Beni Mellal Manganese
Beni Mellal Manganese Locations Atlas Fox Development Phases continued • Q4 2023 build gravimetric concentrator to upgrade raw ore content (ca. 30% Mn) to ca. 50% Mn PHASE 2 • Increase mine production to ca. 5.000t/month ore • Produce ca. 2500 to 3.000 t/month of 50%Mn concentrate • Phase 3 is a pot
Slide 18: Ouarzazate Manganese Mine
Ouarzazate Manganese Mine Locations Atlas Fox Highlights • Elcora has acquired exclusive mining rights of the Omar Mine with a set price purchase option • The Omar Exploitation License is valid for another 7 years renewable for 10 years • This Manganese concession contains both a surface deposit and
Slide 19: Ouarzazate Manganese Mine
Ouarzazate Manganese Mine Locations Atlas Fox Development Phases • Restarted mining operations with local experienced miners • Ramping up mining production to 2500 tons per month • Sell processed ore to contracted buyer • Design / build crushing, screening and washing on-site plant PHASE 1 TSXV ERA
Slide 20: Company Profile
Company Profile TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential 20
Slide 21: Capitalization structure
Capitalization structure Company Profile • Limited number of large shareholders help translate an execution success to a market success • Small debt and no streams or royalties encumber the company or the projects Current Issued & Outstanding Shares - As of March, 2023 167 377 013 Reserved for Stock
Slide 22: Acquisition
Timeline graphic Company Profile Polymetallic Process Copper Testing and Production Production Vanadinite V Production Vanadinite Pb Production Annual Revenue $48.1M USD Est. Manganese Ore Production Annual Revenue $39.4M USD Est. Annual Revenue $7.2M USD Est. Annual Revenue $4,1M USD Est. Acquisiti
Slide 23: Manganese & Lead Vanadium
Company Manganese Vanadium Polymetallic Profile & Lead • Surface mines at 5000 tonnes per • Copper concession research Q2 2023 • Surface Vanadinite mining up to month Mn with objectives to reach 2000 tonnes per month 10000 tonnes per month • Copper exploitation target Q3 2024 • Use toll refiners in
Slide 24: Management Team
Management Team Company Profile • Responsible for day-to-day management • Oversees group finance • Led IPO of Elcora in Jun-11, managed • Chartered Accountant with extensive Sakura mine JV project (timing and experience in exploration and mining companies budget) and established Graphene Corp at var
Slide 25: Morocco On-Site Management
Morocco On-Site Management Company Profile • Manager - Morocco mining development • Oversees Research and Government relationship • Founder of Ermazon SARL • Electrical Engineer - Co-founder of • 20 years of experience in Morocco Monument Minerals Morocco mining industry • Specialized in vanadium an
Slide 26: Contact Us
Contact Us Company Profile For further information please contact: Troy Grant Director, President & CEO, Elcora Advanced Materials Corp. +1 902 802-8847 Or visit our website: elcoracorp.com TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential 26
Slide 27: Appendix A
Appendix A Market Information TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential 27
Slide 28: Surge in Global Demand
Surge in Global Demand Appendix A Global Battery Supply and Demand by Region Source: Rystad Energy * Includes demand from transportation and energy sectors TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential 28
Slide 29: Worldwide Vanadium Production
Worldwide Vanadium Production Appendix A Country Production (tons) Reserves (kilo tons) United States 170 45 Australia --- 4000 Brazil 6,600 120 China 53,000 9,500 Russia 18,000 5,000 South Africa 8,200 3,500 Worldwide 86,000 22,000 82% of Production from China and Russia TSXV ERA elcoracorp.com Elc
Slide 30: Vanadium, Multiple Usage
Vanadium, Multiple Usage Appendix A • High carbon steels 0.15% to 0.25% vanadium • High speed tool steels 1-5% • Powder metallurgic up to 18% • Vanadium carbides • Al-Ti-V alloys for jet engines, air-frames and dental implants • Chemical industry as a catalyst. • Glass coatings and ceramics • LiVO a
Slide 31: Vanadium Reduction Flow Battery (VRFB)
Vanadium Reduction Flow Battery (VRFB) Appendix A Perfect Complement to Intermittent Renewable Energy Sources • Mature, proven technology • 15 – 20 year lifespan • No degradation over hundreds of thousands of charging cycles • Deep discharge capable • Superior safety • Non-flammable; • No thermal ru
Slide 32: Citations
Citations Appendix A 1. IEA (2023), Electricity Market Report 2023, IEA, Paris https://www.iea.org/reports/electricity-market-report-2023, License: CC BY 4.0 2. IEA (2022), Renewables 2022, IEA, Paris https://www.iea.org/reports/renewables-2022, License: CC BY 4.0 3. IEA (2022), World Energy Investm
Slide 33: Charged & Ready
TSXV ERA elcoracorp.com Charged & Ready Mining Critical Battery Metals to Supply the Coming Global Energy Revolution Corporate Presentation 2023 – 05 -25 TSXV ERA elcoracorp.com Elcora Advanced Materials Corp – Proprietary & Confidential
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