Chemx Materials Limited · ASX:CMX
Chemx Materials — Investor Presentation (May 2024)
23 slides from Chemx Materials's investor presentation, May 7, 2024
Slide 1: ASX Announcement: Investor roadshow presentation
ASX ANNOUNCEMENT 7 May 2024 ChemX Materials (ASX:CMX) (ChemX or the Company), an Australian high purity critical materials company, is pleased to advise Chief Executive Officer Peter Lee will be delivering the attached presentation For personal use only during ChemX’s national investor roadshow this
Slide 2: About ChemX Materials
The Company confirms that it is not aware of any new information or data that materially affects the information in the relevant market announcements, and that the form and context in which the Competent Persons findings presented have not been materially modified from the original announcements. Ab
Slide 3: On the cusp of Australian High Purity Alumina production at scale
For personal use only On the cusp of Australian High Purity Alumina (HPA) production at scale INVESTOR PRESENTATION MAY 2024 ASX:CMX
Slide 4: Important Information: Disclaimer and Forward-Looking Statements
Important Information Disclaimer and Forward-Looking Statements For personal use only This document has been prepared by ChemX Materials Limited (ChemX Materials). This document is not an offer, invitation, solicitation, advice or recommendation with respect to the subscription for, purchase or sale
Slide 5: Who is ChemX Materials
Who is ChemX Materials An Australian critical materials company on the cusp of For personal use only high purity alumina (HPA) production at scale CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE • 100% owned, Australian patented, HiPurA®, high purity alumina, processing technology. • ChemX has pro
Slide 6: Experienced team to drive production and scalability
Experienced team to drive production and scalability For personal use only CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE Alwyn Vorster Stephen Strubel Warrick Hazeldine Non-Executive Director Executive Director / Non-Executive Chair 30+ years’ experience in technical and senior 20+ years’ experi
Slide 7: ChemX Materials Capital Structure
ChemX Materials Capital Structure Tight Capital structure1 For personal use only Ordinary Shares: 117,280,681 CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE Options various strike prices: 37,644,774 Performance Shares and Rights: 4,200,000 Convertible Note2: 2,640,000 Share Purchase Plan (SPP) Op
Slide 8: HiPurA processing technology
HiPurA®processing technology Innovative processing method to supply HPA to the For personal use only lithium-ion battery, synthetic sapphire, LED and semiconductor industries CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE • 100% - ChemX owned, Australian patented technology. • Patents pending in
Slide 9: HiPurA - a game changing commercialisation pathway
HiPurA® - a game changing commercialisation pathway For personal use only CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE HiPurA® HiPurA® Optimisation HiPurA® Pilot HiPurA® commercial laboratory Micro Plant and design Plant plant and/or licencing of • Construction underway technology to end users
Slide 10: HiPurA competitive advantages
HiPurA® competitive advantages For personal use only CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE Lower costs Independent feedstock Lower carbon footprint both capital and operating process is not tied to mine production and uses low energy intensity lower than Kaolin to HPA. a readily availabl
Slide 11: Pictures of progress – HPA Pilot Plant 24tpa
Pictures of progress – HPA Pilot Plant 24tpa For personal use only CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE Solvent extraction installation • 100 kg/d HPA production capacity • Patented technology • 4N and 5N HPA capable • Modular, scalable deployment • Low energy, carbon intensity 09
Slide 12: Australian Government engagement
Australian Government engagement Co-funding partnership opportunities for Australian For personal use only critical material companies like ChemX CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE • ChemX has appointed a government funding and relationships expert. • Multi-billion critical minerals f
Slide 13: HPA critical for high tech and clean energy applications
HPA critical for high tech and SEMICONDUCTORS clean energy applications • Boehmites for chemical For personal use only mechanical planarization (CMP) slurries CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE • Al-Nitrates and Al-Sulphates for CMP slurries LEDs • Nano HPA for polishing silicon • Sap
Slide 14: Building safer, smarter batteries
Building safer, smarter batteries HPA is used to coat separators in lithium-ion batteries For personal use only CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE High purity alumina is known for: Used in battery technology HPA • Its inert chemical stability and provides: hardness. • Greater thermal
Slide 15: Target markets to drive shareholder value
Target markets to drive shareholder value Innovative processing method to supply HPA to the lithium-ion battery, LED and semiconductor industries globally For personal use only Likely revenue streams: • Joint Venture CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE • Technology Licencing • Offtake
Slide 16: Strategic North American focus
14 For personal use only CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE Strategic North American focus
Slide 17: Project – High Purity Manganese (HPM)
Project 2 – High Purity Manganese (HPM) For personal use only Manganese the essential high purity cathode and industrial material
Slide 18: Jamieson Tank Manganese Project, South Australia
Jamieson Tank Manganese Project, South Australia Developing an Australian manganese asset For personal use only • Exploration tenements cover a combined area of 718km2. CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE • Located 150km south-west of Whyalla on the Eyre Peninsular in South Australia.
Slide 19: Jamieson Tank Manganese Project, South Australia
Jamieson Tank Manganese Project, South Australia Developing an Australian manganese asset For personal use only • Maiden Mineral Resource 13.1 Mt at 5.7%Mn established CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE within 2023 drilling program. • Significant potential upside with ~70% of the iden
Slide 20: De-risking project outcomes
De-risking project outcomes Building a high purity manganese for export to global battery manufacturers For personal use only CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE Exploration JORC Mineral Metallurgical Scoping Studies Feasibility Study Resource Due-Diligence ongoing 18
Slide 21: Why invest?
Why invest? ChemX on the cusp of high purity alumina production at scale For personal use only CRITICAL MATERIALS FOR A CLEANER, BRIGHTER FUTURE Proven technology Innovative and Flexible Commercialisation Growing market sustainable Proven HiPurA® can Australian patented HiPurA® not tied to HiPurA® p
Slide 22: Mineral Resources Disclosure
Mineral Resources Disclosure Information on historical exploration results and Mineral Resources for the Jamieson Tank For personal use only Manganese Project presented in this announcement, together with JORC Table 1 information, is contained in an ASX announcement released on 20 September 2023. CR
Slide 23: Contact
Contact For personal use only Join our mailing list Follow us on: chemxmaterials.com.au/contact LinkedIn – ChemX Materials Twitter – ChemX_Materials Peter Lee Stephen Strubel Chief Executive Officer Executive Director – Investor Relations peter@chemxmaterials.com.au stephen@chemxmaterials.com.au +61