Syrah Resources Limited · ASX:SYR

Syrah Resources — Shareholder Meeting (May 2017)

15 slides from Syrah Resources's shareholder meeting presentation, May 19, 2017

  1. Slide 1: Annual General Meeting Presentation

    For personal use only Annual General Meeting Presentation Shaun Verner, Managing Director and CEO 19 May 2017

  2. Slide 2: Balama site layout

    Tailings storage facility For personal use only Truck parking area Administration Building Fixed plant workshop Raw water dam Power station Product storage building Fuel storage facility Process plant 11 ROM pad 50m

  3. Slide 3: Safety, our people, our community and our environment

    Safety, our people, our community and our environment For personal use only National Women’s Day celebrations at (left) and critical risk management training at Balama (right) 22 2

  4. Slide 4: Safety – Our highest priority

    Safety – Our highest priority For personal use only  TRIFR = 1.5 (target = 2) Zero recordable injuries in 2017. 1.1 All Injury Frequency Rate (AIFR) – 12mma 1.1 Total Recordable Injury Frequency Rate (TRIFR) – 12mma  2 million hours Lost Time Injury Free.  Minor first aid injuries associated with

  5. Slide 5: Our People

    Our People For personal use only  Strengthened our Executive ranks  Darrin Strange (Chief Operating Officer) and his team are laser focused on delivery of the Balama Project  In Mozambique:  Currently at over 90% local Mozambican employees  Approximately 70% from the eight local host communitie

  6. Slide 6: Our Communities – Host Communities around Balama

    Our Communities – 8 Host Communities around Balama For personal use only  Integrally engaged in our development  Treated with respect  Given the strongest opportunities to share in personal, social and economic development from our work  Examples:  Local Development Agreement delivering social

  7. Slide 7: Sustainability & Environment

    Sustainability & Environment For personal use only  Remain committed to respecting and taking care of our environmental footprint  No significant environmental incidents last quarter  Completed baseline surveys:  Flora and fauna  Radiation  Fisheries  All results are in line with our Environm

  8. Slide 8: Key strategic objectives

    Key strategic objectives For personal use only  Construction completion, commissioning and ramp up at Balama  Executing proprietary market analysis and implementing the sales and marketing plan  Further developing and executing the Battery Anode Material strategy  Maintaining balance sheet stren

  9. Slide 9: Balama Project update

    Balama Project update For personal use only  Currently, the Balama Project is approaching 80% complete  Capital budget remains at US$193 million plus a project contingency of US$7 million  Commissioning activities have commenced  Production ramp up volumes expected to be 140kt to 160kt of flake

  10. Slide 10: BAM Project update

    BAM Project update For personal use only  Initial BAM team mobilised to Louisiana under Chief Operating Officer – BAM Project, Paul Jahn  Finalising site lease for the Qualification Plant in Louisiana; environmental permitting progressing well concurrently  Front End Engineering Design (FEED) is

  11. Slide 11: Commercial developments

    Commercial developments For personal use only  Deep market analysis, segmentation, value-in-use analysis and product placement planning  Implemented an integrated sales and operations planning process, carefully balancing production with demand in the traditional and BAM markets  Comprehensive (m

  12. Slide 12: Our Financial Position remains strong

    Our Financial Position remains strong For personal use only  US$135 million in cash reserves as at the end of March 2017  Total cash spend on the Balama Project of US$138 million with further commitments of US$30 million as at the end of March 2017, bringing total cash spend and commitments to US$

  13. Slide 13: Investor Relations

    Investor Relations For personal use only  Actively marketing to a wider potential shareholder base Europe (ex. Asia Other 2% UK) 12% 3%  Lots of interest North America 8%  Short selling: Australia UK 67%  Very active in recent months 8%  Very disappointing Geographic analysis of investors, Apri

  14. Slide 14: Acknowledging our People

    Acknowledging our People For personal use only I am extremely proud of our people and watching them work together as a team across Australia, Mozambique, the United States and United Arab Emirates to make this project a reality has impressed me greatly. I would like to thank all of our employees for

  15. Slide 15: Conclusion

    Conclusion For personal use only  Syrah is the only major natural graphite development project in construction globally, and is fully funded for production of graphite concentrate from Balama in only a few months’ time  We have an extraordinary deposit – with almost 60 years mine life as the large

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