Ecograf Ltd. · ASX:EGR
Ecograf — Nomura APAC New Energy Industrials Small-Mid Cap Opportunities Tour 2022
37 slides from Ecograf's conference presentation, Jan 21, 2022
Slide 1: Nomura APAC New Energy Industrials Small-Mid Cap Opportunities Tour
For personal use only Nomura APAC New Energy Industrials Small-Mid Cap Opportunities Tour 20-21 January 2022 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
DIVERSIFIED BATTERY For personal use only ANODE MATERIAL BUSINESS SUPPORTING THE GLOBAL TRANSITION TO CLEAN ENERGY AND E -MOBILITY TANZANIAN GRAPHITE PRODUCT DEVELOPMENT PROJECTS & INNOVATION Scalable mining projects for Environmentally superior, long-term supply of natural value-added graphite grap
Slide 4: Corporate summary
Corporate summary Board & Executive Management Business Locations 12 Month Share Price For personal use only Skellefteå Industrial Site Pilot Plant Non-exec Chair Managing Director German Office Robert Pett Andrew Spinks Shares on issue: 450m Epanko Non-exec Director Chief Financial Officer Graphite
Slide 5: 2021 Achievements
2021 Achievements. KEY HIGHLIGHTS FROM A TRANSFORMATIONAL YEAR For personal use only Australian Battery Anode Material Facility Battery Recycling Business + POSCO battery anode material agreement + Testwork results of up to 99.98% C + ‘Major Project Status’ awarded by Australian + MoU with SungEel H
Slide 6: 2022 Outlook
2022 Outlook. CHARGING AHEAD For personal use only TANZANIAN GRAPHITE PROJECT ❑ Epanko project financing for initial stage of 60,000tpa PRODUCT DEVELOPMENT & INNOVATION EUROPEAN BATTERY ANODE MATERIAL FACILITY ❑ Global bi-product development programs ❑ Innovative anode coatings program ❑ Site evalua
Slide 7: Lithium-ion Battery Market and EcoGraf Patent
For personal use only Lithium-ion Battery Market and EcoGraf Patent. 7
Slide 8: Compelling market opportunity
Compelling market opportunity For personal use only 8 8
Slide 9: European demand growth in key regions
European demand growth in 3 key regions Over 1,000 GWh/a lithium battery cell production capacity announced through to 2030 For personal use only WESTERN EUROPE NORTHERN EUROPE UK ∑ ~55 GWh/a ∑ ~1,000 GWh/a Norway ∑ ~70 GWh/a Sweden ∑ ~40 GWh/a Germany ∑ ~270 GWh/a EASTERN EUROPE Poland ∑ ~65 GWh/a
Slide 10: EU Commission battery ESG regulations
EU Commission battery ESG regulations New measures announced to promote sustainability For personal use only POLICY E C O G R A F ’ S E S G A D VA N TA G E S Responsible sourcing EcoGraf™ HFfree proprietary purification process of raw materials Epanko developed under Equator Principles EcoGraf
Slide 11: Lithium-ion battery chemistry
Lithium-ion battery chemistry For personal use only Graphite is the major raw material in lithium-ion batteries Lithium 17% Lithium 15% Lithium 16% Lithium 16% Lithium 16% Cathode Nickel 29% Nickel 43% Nickel 68% Nickel 70% Other 83% Manganese 29% Manganese 24% Manganese 8% Cobalt 27% Cobalt 17% Cob
Slide 12: POSCO battery anode material agreement
POSCO battery anode material agreement For personal use only is a major South Korean industrial group and leading battery anode manufacturer Highlights: Intention to enter into a formal offtake agreement for South Korean market: the supply of EcoGraf™ HFfree battery anode material products from: • P
Slide 13: IP Australia accepts HFfree patent
IP Australia accepts HFfree patent For personal use only ▪ International Examining Authority deems all 25 patent claims novel and inventive PURIFIED BATTERY ▪ Paves the way for grant of the ANODE patent MATERIAL ▪ Covers production of battery anode material and recycling ECO-FRIENDLY COST EFFECTIV
Slide 14: Battery Anode Material Business
For personal use only DEVELOPMENT READY Battery Anode >60% YIELD MAXIMISE EFFICIENCY AND PROFITABILITY Material Business. 75% WATER TO BE REUSED IN OPERATION 14
Slide 15: Battery graphite business summary
Battery graphite business summary For personal use only STATE-OF-THE-ART FACILITY TO DELIVER HIGH QUALITY, SUSTAINABLY PRODUCED HF-FREE ECOGRAF’S FIRST FACILITY TO MEET HIGH BATTERY ANODE MATERIAL PRODUCTS GROWTH GLOBAL BATTERY DEMAND Initial commercial production plant commencing at 5,000tpa and ex
Slide 16: Kwinana-Rockingham battery minerals developments
Western Australia: Kwinana-Rockingham battery minerals developments Globally recognised location for processing of battery minerals For personal use only BAT T E RY A N O D E FAC I L I T Y I S C O M P L E M E N TARY TO T H E C AT H O DE D E V E LO P M E NT S 16 16
Slide 17: Western Australian battery anode materials processing facility
Western Australian battery anode materials processing facility For personal use only STATUS UPDATE • Granted Australian Government Major Project Status and Lead Agency support from the West Australian Government • Export Finance Australia support for US$35m expansion loan • Pre-construction works co
Slide 18: Australian battery anode materials processing facility next steps
Australian battery anode materials processing facility For personal use only NEXT STEPS • Regulatory approval submissions (the facility is located in an established industrial zone identified by the Australian Government as a future battery minerals processing centre) • Execution of key construction
Slide 19: Global expansion strategy
Global expansion strategy Supply of sustainably produced HFfree battery anode materials to key growth markets For personal use only Potential additional site locations under evaluation Sweden Reservation agreement signed with the Skellefteå municipality for a 65,000m2 site Germany Working with GTAI
Slide 20: Product Development and Innovation
For personal use only UNDER DEVELOPMENT Product Development and Innovation. 20
Slide 21: Product development initiatives
Product development initiatives…with a focus on sustainability advantages For personal use only BATTERY ANODE MATERIAL PRODUCTS Main Product Secondary Product Product Development for Bi-Product Fines ELECTRIC VEHICLES, HYBRID CARS/ POWER TOOLS CAST & GREY CAST STEEL AA, AAA, Li-ION CEM LUBRICANTS, T
Slide 22: Kwinana-Rockingham hydrogen developments
Western Australia: Kwinana-Rockingham hydrogen developments Planning commenced for new hydrogen clean energy developments For personal use only 22 22
Slide 23: Green hydrogen fuel cell requires ecoCEM
Green hydrogen fuel cell requires ecoCEM For personal use only Hydrogen fuel cell – bipolar plates HYDROGEN FUEL-CELLS High value market and significant opportunity to • Bipolar plates that distribute fuel inside the cell require participate in the Green Hydrogen sector graphite • Graphite is applie
Slide 24: Innovative battery anode coatings program
Innovative battery anode coatings program For personal use only Development of an enhanced coating technology to improve battery performance using high purity alumina and EcoGraf™ battery anode material • Testwork being undertaken with a leading US commercial battery material development facility •
Slide 25: Natural Flake Graphite Business
For personal use only DEVELOPMENT READY Natural Flake US$44.5M ANNUAL EBITDA Graphite Business. 60,000TPA NATURAL FLAKE GRAPHITE 25
Slide 26: Natural graphite business summary
Natural graphite business summary LONG LIFE EPANKO Capital investment • Bankable Feasibility Study completed by For personal use only Defined, De-risked and Ready For GR Engineering GRAPHITE MINE TO SUPPLY INDUSTRIAL 60,000tpa Construction • Independent Engineer’s Review AND BATTERY MARKETS complete
Slide 27: Significant contribution to Tanzanian economy
Significant contribution to Tanzanian economy For personal use only US$3+ BILLION 300 TANZANIANS COMMUNITY direct contribution to the economy over 40+ to be directly employed DEVELOPMENT years through local procurement of goods and (over 95% of all staff) for 40+ years via new housing, school, Churc
Slide 28: 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 • Ideally locate
Slide 29: Lithium-ion Battery Recycling Business
For personal use only PILOT SCALE READY Lithium-ion Battery Recycling Business. 29
Slide 30: Opportunity to reduce battery costs and improve supply chain sustainability
Opportunity to reduce battery costs and improve supply chain sustainability For personal use only EU legislation to require more battery Current market practice recycling and greater transparency in the raw materials supply chain Recycling efforts focused on cathode metals Carbon anode materials are
Slide 31: EcoGraf anode material recycling strategy
EcoGraf anode material recycling strategy For personal use only Cooperation agreement signed with South Korea’s largest lithium-ion battery recycling group SungEel HiTech 31 31
Slide 32: Next steps - modular recycling pilot plant
Next steps - modular recycling pilot plant Key features: For personal use only • Capacity of 50-100kg/hr • Capital cost US$4.5m • State-of-the-art-facility utilising EcoGraf™ HFfree purification process with design providing location flexibility • Design criteria based on operating at the highest en
Slide 33: Summary
For personal use only Summary. 33
Slide 34: Diversified battery anode material business
DIVERSIFIED BATTERY ANODE MATERIAL BUSINESS For personal use only SUPPORTING THE GLOBAL TRANSITION TO CLEAN ENERGY AND E-MOBILITY +8 years of technical work programs Downstream processing strategy for Strategy to expand production and and extensive product qualification a market forecast to gr
Slide 35: EcoGraf's vertically integrated product flow
EcoGraf’s vertically integrated product flow For personal use only CLOSED LOOP RECYCLING Production Scrap Global Graphite Feedstock Lithium-ion Battery Lithium-ion Battery Battery Anode Manufacturing Anode Recycling Plant Material Facility Epanko Graphite Project R E-USE M ARKET Natural + Synthetic
Slide 36: Value proposition
Value proposition For personal use only BATTERY ANODE EPANKO NATURAL RECYCLING OF CARBON MATERIAL FACILITY GRAPHITE PROJECT ANODE MATERIAL + 20,000tpa battery graphite + 60,000tpa natural flake graphite + Significant results 99.98%C + US$35m annual EBITDA + US$44.5m annual EBITDA + Production scrap
Slide 37: The future is electric
THE FUTURE IS ELECTRIC For personal use only NATURAL GRAPHITE BATTERY ANODE MATERIAL LITHIUM-ION BATTERY RECYCLING PRODUCT DEVELOPMENT & INNOVATION Follow EcoGraf on LinkedIn, Twitter or sign up to the company’s newsletter 18 Richardson Street for the latest announcements, media releases and market
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