Volt Resources Ltd · ASX:VRC
Volt Resources — Investor Presentation (November 2022)
25 slides from Volt Resources's investor presentation, Nov 7, 2022
Slide 1: Corporate Presentation November 2022
November 2022 ASX:VRC CORPORATE PRESENTATION | SEPTEMBER 2022 1
Slide 2: Important Notices
Important Notices The information contained in this document (“Presentation”) has been prepared by Volt Resources Limited (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained herein has been prepared in g
Slide 3: Company Overview
COMPANY OVERVIEW
Slide 4: Investment Highlights
Investment Highlights A unique, multi-commodity battery minerals focussed company • An exciting junior ASX listed story with leverage to key growth commodities Multi-commodity battery • 1 Targeting to supply European and US Lithium Ion Battery manufacturers from Company’s strategic Graphite and Lith
Slide 5: Corporate Overview
Corporate Overview Capital Structure The Board Share Price as at 4 November 2022 A$0.019 Trevor Matthews | MANAGING DIRECTOR Share Price Low (over 1yr) A$0.012 Asimwe Kabunga | NON-EXECUTIVE CHAIRMAN Share Price High (over 1yr) A$0.033 Jack Fazio | NON-EXECUTIVE DIRECTOR Shares on Issue 3.32b Robbie
Slide 6: Volt Resources – Board & Senior Management
Volt Resources – Board & Senior Management Trevor Asimwe Giacomo (Jack) Justine Prashant Michael Michael Matthews Kabunga Fazio MacDonald Chintawar Lew Prassas Managing Chairman Non-executive Chief Operating Senior Adviser – VP Business VP Business Director Director Officer Battery Materials Develop
Slide 7: Asset Locations and Global Production Chain
Asset Locations and Global Production Chain Strategically located assets combined with integrated production supply chain CORPORATE PRESENTATION | November 2022 7
Slide 8: Graphite Business Overview
GRAPHITE BUSINESS OVERVIEW
Slide 9: Graphite is fundamental to every Lithium-Ion Battery chemistry
Graphite is fundamental to every Lithium-Ion Battery chemistry, making up >95% of anode material LFP NMC 111 NMC 532 NMC 811 NCA • Graphite demand growth is expected to outpace other battery metals Lithium 15% Lithium 16% Lithium 16% Lithium 11% Lithium 17% • Demand is shifting from Nickel 29% synth
Slide 10: Graphite Market
Graphite Market Natural Graphite demand to grow 7 times to ~5.9Mt by 2030. Graphite shortage looming! • EV adoption rate to increase from 17% to 20% by 2025, and 50% in 2030, going from just over 3m vehicles last year to 46m vehicles in 2030 • Lithium-ion battery demand to jumps 17-fold to 4,605 GWh
Slide 11: Ukraine – Zavalievsky Graphite
Ukraine – Zavalievsky Graphite HIGHLIGHTS FACT SHEET • Operations recommenced 1 August 2022 Location Ukraine • Strong graphite demand and prices in Europe Project Production • Long- life, producing graphite mine that has been in Stage operation for over 87 years, with exploration upside • Permits fo
Slide 12: Tanzania – Bunyu Graphite
Tanzania – Bunyu Graphite HIGHLIGHTS FACT SHEET • Bunyu is the largest JORC Mineral Resource in Tanzania Location Tanzania with 461Mt @ 4.9% TGC & Proven Reserve of 127 Mt @ 4.4% TGC¹. Project Stage Finance and Development • Huge upside potential with exploration to date covering Business Flake grap
Slide 13: Tanzania – “Open for Business”
Tanzania – “Open for Business” Tanzania is re-emerging as a favourable investment jurisdiction following change of leadership • Her Excellency, Samia Suluhu Hassan Notable changes in Tanzania appointed as President in March 2021 over the last 12 months following death of populist president John Magu
Slide 14: Strong Market Outlook for CSPG
Strong Market Outlook for CSPG Underpinned by industrial battery manufacturing capacity 2020 2021 Operating Planned Operating (Additional) 508,500t* 243,000t* 3,748,500t* Total CSPG Extra CSPG Total CSPG Demand Demand Demand *50:50 Split between natural & synthetic graphite Source: BMO Capital Marke
Slide 15: North American battery market is expanding rapidly
North American battery market is expanding rapidly to support large scale EV manufacturing base in the region “Volt intends to become a major supplier of graphite and Battery Anode Material (BAM) to the North American market” • Commitments of over $25 Billion to build U.S battery capacity by 2030 •
Slide 16: European battery market is ramping up capacity to 1,116 GWh by 2031
European battery market is ramping up capacity to 1,116 GWh by 2031 “Volt’s Zavalievsky Graphite mine is positioned on the doorstep of the European Battery & EV market; we plan to grow production to 100Mtpa to support this increasing demand for graphite products” • Only 2% of Europe’s current natura
Slide 17: Battery Materials – LIB CSPG and UHPG Coatings
Battery Materials – LIB CSPG and UHPG Coatings Inverted Flowsheet • Volt will be adopting the inverted flowsheet, developed by AETC, for its downstream operations following the successful spheronization and purification results achieved during the testwork program. • The use of this proprietary proc
Slide 18: Pathway to Battery Materials Production
Pathway to Battery Materials Production A unique, multi-commodity battery minerals focussed company Technical Partnership – • Commenced with analysis of Volt graphite from Bunyu project and lately ZG graphite 1 American Energy • Production of CSPG and successful LIB cycling testwork Technologies Com
Slide 19: Battery Materials – Volt Energy Materials in the USA
Battery Materials – Volt Energy Materials in the USA Volt Energy Materials • Volt formed a US subsidiary, Volt Energy Materials LLC, which will be the entity within which the various graphite battery materials businesses will be incorporated • Includes LIB CSPG anode materials, and the alkaline and
Slide 20: JDA and MOU with 24M Technologies
JDA and MOU with 24M Technologies • MoU with 24M provides a pathway for Volt to supply CSPG directly to 24M licencees such as Volkswagen, Freyr, Kyocera, Fuijifilm • 24M to promote Volt as the preferred supplier for anode and/or cathode products to 24M’s licencees • JDA with 24M and AETC (Volt’s Tec
Slide 21: Volt’s Integrated Supply Chain Strategy
Volt’s Integrated Supply Chain Strategy “Economics improve materially as we progress down the Zavalievsky value chain” Graphite (Ukraine) CONCENTRATIO Fully Vertically Integrated supply chain ~7.8Mt TGC MINING & Target 100ktpa US$650/t to Stage 1 Flake Graphite Blend, Crush & Recovery via Flake Sizi
Slide 22: Other Assets Overview
OTHER ASSETS OVERVIEW
Slide 23: Serbia – Lithium Projects – Jadar North Lithium
Serbia – Lithium Projects – Jadar North Lithium HIGHLIGHTS FACT SHEET • Volt Resources has acquired 100% of Asena which holds the rights to three license applications covering Location Serbia 291km² in Servia 1. Jadar North (area comprising 98.75km 2) Project Exploration 2. Petlovaca (area comprisin
Slide 24: Guinea – Guinea Gold Projects
Guinea – Guinea Gold Projects HIGHLIGHTS FACT SHEET • Volt has acquired 100% interest in three gold Location Guinea projects (Kouroussa, Mandiana and Konsolon) in Project Exploration the richly mineralised Birimian Greenstone Belt in Stage Guinea, West Africa. Business Gold and base metals explorati
Slide 25: Volt Resources Limited
VOLT RESOURCES LIMITED T +61 (0) 8 9486 7788 Level 25, 108 St Georges Terrace E info@voltresources.com Perth WA 6000 W www.voltresources.com ASX Code: VRC 24
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