Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — RIU Explorers Conference 2025
21 slides from Sarytogan Graphite's conference presentation, Feb 17, 2025
Slide 1: The Peerless Graphite Giant
Click here to watch PFS 3D animation For personal use only THE PEERLESS GRAPHITE GIANT R I U E X P LO R E R S CO N F E R E N C E FEBRUARY 2025 I N V E S TO R P R E S E N TAT I O N 1
Slide 2: The Project – What makes Sarytogan special?
The Project – What makes Sarytogan special? Peerless Giant and Exceptionally High-Grade For personal use only Mineral Resource 229Mt @ 29% TGC1 Positive PFS Completed with Staged Development Strategy2 Unique Product Strategy – Microcrystalline Graphite at up to 99.9992% C for Advanced Battery Use Mi
Slide 3: The Project - Mineral Resources and Ore Reserves
The Project - Mineral Resources and Ore Reserves Mineral Resource1 Zone JORC1 In-Situ Total Contained (>15% TGC) Classification Tonnage Graphitic Graphite For personal use only (Mt) Carbon (Mt) (TGC %) North Indicated 87 29.1 25 Inferred 81 29.6 24 Total 168 29.3 49 Central Indicated 39 28.1 11 Infe
Slide 4: The Project – PFS Staged Development Strategy
The Project – PFS Staged Development Strategy Micro Crystalline UHPF “Micro80C” Product Up to 99.9992% C Product Industrial Use Technological Use For personal use only USPG & CPSG >99.99% C Product Li-ion Anodes for EVs Mining Flotation Thermal Purification Spheroidization Stage 1a Stage 1b Stage 2a
Slide 5: Sarytogan Compares Very Favourably to ASX Peers
The Project – Sarytogan Compares Very Favourably to ASX Peers LEGEND Studies Completed: For personal use only Scoping Pre Feasibility Definitive Feasibility Operating Mine Benchmark Bubble Size: Production Rate Label = Grade % C EV/t Bubble Size: Mineral Resource Contained Graphite Ore Reserve Conta
Slide 6: The Products – Micro Crystalline Graphite (Micro80C)
The Products – Micro Crystalline Graphite (Micro80C) For personal use only Foundry Brakes, Plastics, Rubber Wet Lubricants Dry Lubricants 6
Slide 7: The Products - Ultra High Purity Fines (UHPF)
The Products - Ultra High Purity Fines (UHPF) up to 99.999%C For personal use only Alkaline Batteries Nuclear Moderator Lead Acid Batteries Synthetic Industrial Diamonds 7
Slide 8: The Products – Spherical Purified Graphite (USPG and CSPG)
The Products – Spherical Purified Graphite (USPG and CSPG) Li-ion Batteries for EVs For personal use only Uncoated USPG Coated CSPG • 30 wt% of the lithium-ion battery is graphite • 2024 test-work demonstrated1 high performance in lithium-ion batteries 20 μm 1Refer ASX: 8/2/24, 20/5/24, 11/6/24 88
Slide 9: The Market – Electric Vehicle Demand Keeps Growing
The Market – Electric Vehicle Demand Keeps Growing For personal use only Source: Syrah Resources, 1Global Data, 2ICC Sino 9
Slide 10: The Market – Graphite Demand to Double Requiring New Mines
The Market – Graphite Demand to Double Requiring 31 New Mines For personal use only Source: Wood Mackenzie July 2024, Benchmark Mineral Intelligence 2025 10
Slide 11: The Market - Natural Graphite vs Artificial Graphite
The Market - Natural Graphite vs Artificial Graphite Active Anode Blend 100% For personal use only 80% • Natural graphite has been created by geological 60% forces over millennia. Natural 40% Artificial • Artificial graphite requires expensive and CO2 20% intensive treatment of fossil fuel by-produc
Slide 12: The Market - Geopolitics
The Market - Geopolitics EU Battery Passport 1/2/2025 China Dominates Graphite 20/10/2023 QR code database of provenance & Dominate 70% of graphite mining & 90% USA Tariff on Chinese Graphite 1/9/2024 For personal use only CO2 footprint for all large batteries of anode value add1 25% Tariff on graph
Slide 13: Kazakhstan - Mining on the One Belt, One Road
Kazakhstan - Mining on the One Belt, One Road Key Economic Facts For personal use only • Top 50 GDP US$290Bn • Population 20M • US$370Bn in Foreign Astana Investment post USSR Favorable Taxation: • Corporate income tax: 20% • VAT 12% Almaty • Mineral royalty: 3.5% • Other taxes: 1.5% Affordable cont
Slide 14: Kazakhstan - Lowest Quartile Power Costs Including Renewables
Kazakhstan - Lowest Quartile Power Costs Including Renewables • Kazakhstan’s power cost is in the lowest quartile globally • 35 kV powerline to be extended 15 km to the deposit for upstream plant For personal use only • 500 kV sub station and 50 MW solar farm co-located with downstream plant Electri
Slide 15: Kazakhstan – Established Mining Jurisdiction
Kazakhstan – Established Mining Jurisdiction Mix of global majors, state owned, private equity and listed juniors For personal use only 2018 Mining Code based off W.Aust. 40% of global uranium supply1 12th in global mining value1 13th largest oil producer1 Source: 1statistica.com 15
Slide 16: Exploration – Why Kazakh Copper?
Exploration – Why Kazakh Copper? • The Central Asian Orogenic Belt hosts many low-cost large copper-gold porphyry deposits including in Kazakhstan: Bozshakol, Aktogai, Kounrad, Nurkazgan and Koksai (each 3- For personal use only 6Mt Cu) and Oyu Tolgai (30 Mt Cu, 44 MOz Au) in Mongolia. • Aligned wit
Slide 17: Next Steps – DFS Early Works
Next Steps – DFS Early Works • 20t trial mine completed for: • Metallurgical testing For personal use only • Customer samples • Vendor test-work • DFS early works • Power study • Transportation study • Water allocation • Infill drilling • Variability testing • Offtake negotiations led by new General
Slide 18: Corporate Overview and Value Proposition
Corporate Overview and Value Proposition Capital Structure Shares on Issue (Undiluted) 180.9M For personal use only Stephen Penrose Sean Gregory Dr. Waldemar Mueller Ian Hobson Director Interests 26% Non-Executive Chairman Managing Director Technical Director Company Secretary LLB, J.D. B.Sc.(Hons),
Slide 19: Appendix – Peer Comparison Data
Appendix – Peer Comparison Data Mineral Resource ASX Code SGA SYR WKT MRC-sk MRC-mu TLG RNU EGR EVG BKT EV1 MNS VRC IG6 MLS GW1 BUX Date 27/03/23 25/03/24 28/02/19 16/11/21 8/01/20 22/11/24 18/08/22 1/03/23 3/11/22 3/02/22 12/11/21 3/11/22 12/10/16 12/09/23 15/06/20 12/07/22 24/10/24 Measured Mt - 2
Slide 20: Contact
CONTACT For personal use only Sean Gregory Managing Director E: admin@sarytogangraphite.com.au W: www.sarytogangraphite.com.au +61 08 9388 8290 Engage with us at our Investor Hub: 20
Slide 21: Disclaimer & Compliance Statement
Disclaimer & Compliance Statement Important Disclaimer Neither this Presentation nor anything contained in it forms the basis of any contract or commitment and it is not You must read this notice before reading or making any use of this Presentation (defined below) or any intended to induce any pers