Ecograf Ltd. · ASX:EGR
Ecograf — Investor Presentation (October 2021)
36 slides from Ecograf's investor presentation, Oct 1, 2021
Slide 1: Corporate Presentation and Webinars
ENGINEERING CLEAN ENERGY 1 OCTOBER 2021 ASX: EGR For personal use only Corporate Presentation and Webinars Diversified battery anode materials company EcoGraf Limited (EcoGraf or the Company) (ASX: EGR; FSE: FMK; OTCQX: ECGFF) is pleased to provide the corporate presentation and webinar links for th
Slide 2: Corporate Presentation and Business Update
For personal use only October 2021 Corporate Presentation and Business Update ASX: EGR FSE: FMK OTCQX: ECGFF
Slide 3: 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 4: Diversified Battery Anode Material Business
DIVERSIFIED BATTERY For personal use only ANODE MATERIAL BUSINESS SUPPORTING THE GLOBAL TRANSITION TO CLEAN ENERGY AND E-MOBILITY BATTERY ANODE LITHIUM-ION BATTERY NATURAL MATERIAL RECYCLING GRAPHITE Western Australia Recovery of carbon Scalable mining projects for and Europe battery anode anode mat
Slide 5: Corporate summary
Corporate summary Board and Executive Management Business Locations Share Price For personal use only Chairman Skellefteå Robert Pett Industrial Site German Office Pilot Plant Managing Director Andrew Spinks Director John Conidi Epanko Graphite Project Executive Director – Shares on issue: 449m Head
Slide 6: Lithium-ion Battery Market Overview
For personal use only Lithium-ion Battery Market Overview. 5
Slide 7: Compelling lithium-ion battery market opportunity
Compelling lithium-ion battery market opportunity For personal use only 6 6
Slide 8: European demand in key regions
European demand in 3 key regions More than 1,000 GWh/a LiB cell production capacity already announced until 2030 For personal use only WESTERN EUROPE NORTHERN EUROPE UK ∑ ~55 GWh/a ∑ ~1,000 GWh/a Norway ∑ ~70 GWh/a Britishvolt 2023 10 (30) Freyr 2023 40 Envision AESC 2010/25 1.9/9/25 Morrow 2024 8 (
Slide 9: EU Commission's battery ESG regulations
EU Commission’s battery ESG regulations New measures announced to promote sustainability For personal use only POLICY ECOGRAF’S ESG EcoGraf™ HFfree proprietary purification Responsible sourcing. New mandatory procedures to ensure process sustainable and ethical sourcing of raw materials such as gr
Slide 10: 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 9
Slide 11: Battery graphite business summary
Battery graphite business summary For personal use only State-of-the-art facility to deliver high quality, sustainably produced HFfree battery anode material products Initial commercial production plant commencing at 5,000tpa, expanding to 20,000tpa EcoGraf™ proprietary purification process elimin
Slide 12: Western Australia: Kwinana-Rockingham location
Western Australia: Kwinana-Rockingham location For personal use only 11 11
Slide 13: Western Australian Battery Anode Materials Processing Facility
Western Australian Battery Anode Materials Processing Facility For personal use only • CURRENT STATUS Export Finance Australia support received for US$35m expansion loan • Pre-construction works in progress to provide data for detailed engineering design and EPC procurement programs • Opportunities
Slide 14: Sustainability focus and product development initiatives
Sustainability focus and product development initiatives For personal use only Commercial scale testing with leading equipment manufacturer indicates potential for product yield to exceed 60% Zero waste operating strategy with the goal of utilising 100% of feedstock through product innovation an
Slide 15: Future vision of lithium-ion battery manufacturing in Australia
Future vision of lithium-ion battery manufacturing in Australia For personal use only REFERENCED FROM DR JARED FORD, CRITICAL MINERALS PRESENTATION - FULL VIDEO: https://vimeo.com/583643371 14 14
Slide 16: Evaluation of industrial site in Sweden
Evaluation of industrial site in Sweden For personal use only The reservation agreement signed with the Skellefteå municipality for a 65,000m2 site Key advantages of Skellefteå’s main industrial area: Abundant supply of clean, renewable energy with the lowest industrial power costs in Europe Rea
Slide 17: Global expansion strategy for battery anode business
Global expansion strategy for battery anode business Supply of battery anode materials to key growth markets For personal use only 2021 EV BATTERY MEGAFACTORIES = Current battery anode materials supply chain is 100% reliant on China. Strategy to expand production and regionalise additional manufactu
Slide 18: Natural Flake Graphite Business
For personal use only DEVELOPMENT READY Natural Flake US$44.5M ANNUAL EBITDA Graphite Business. 60,000TPA NATURAL FLAKE GRAPHITE 17
Slide 19: Natural graphite business summary
Natural graphite business summary Long life Epanko Graphite Mine to supply industrial and battery markets For personal use only Bankable Feasibility Study completed by GR Engineering Services Bank appointed Independent Engineer’s Review completed by SRK Consulting Defined, de-risked and ready fo
Slide 20: 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 21: High returning 60ktpa BFS positions Epanko for development
High returning 60ktpa BFS positions Epanko for development For personal use only Epanko bankable feasibility study outcomes • Robust technical and financial BFS completed, conforming with IFC standards Development period (months) 19 – Average production of 60,000tpa graphite concentrate Average annu
Slide 22: High quality graphite deposit with scale
High quality graphite deposit with scale Epanko Mineral Resource estimate >8% TGC For personal use only • Mineral Resource supports potential for depth and strike Tonnage Contained extensions of the Ore Reserve pit shells JORC classification (Mt) graphite (t) • Mineralisation commences at surface wi
Slide 23: EcoGraf provides 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 Epanko to transf
Slide 24: Lithium-ion Battery Recycling Business
For personal use only PILOT SCALE READY Lithium-ion Battery US$44.5M ANNUAL EBITDA Recycling Business. 60,000TPA NATURAL FLAKE GRAPHITE 23
Slide 25: Battery recycling Market Overview
Battery recycling For personal use only Market Overview Proposed EU legislation requires more Recycling efforts have focused on cathode metals battery recycling and greater transparency in the raw materials supply chain. Carbon anode materials are currently not recovered Carbon material which is a w
Slide 26: Recycling strategy for recovered anode material
Recycling strategy for recovered anode material For personal use only Industrial Application Markets for Natural Synthetic Recovered Carbon Anode Material Alkaline and zinc carbon batteries - Friction materials - Refractories - Carbon additives Prioritising high value natural and synthetic
Slide 27: EcoGraf positioned to recover and reuse carbon anode material
EcoGraf positioned to recover and reuse carbon anode material For personal use only 99.98%C RESULTS OF RECYCLED ANODE MATERIAL + AGREEMENT SIGNED WITH SOUTH KOREA’S LARGEST LIB RECYCLING GROUP 26 26
Slide 28: SungEel HiTech strategic co-operation
SungEel HiTech strategic co-operation For personal use only Collaboration presents opportunity to provide tailored EcoGraf™ process in SungEel lithium-ion battery recycling plants SungEel Global Pre-treatment Facilities SungEel is one of the major lithium-ion battery recycling companies in Asia and
Slide 29: Modular recycling pilot plant
Modular recycling pilot plant Key features: For personal use only • Capacity of 50-100kg/hr • Capital cost A$5.8m • State-of-the-art-facility utilising EcoGraf™ HFfree purification process with design providing location flexibility • Design criteria based on operating at the highest environmental st
Slide 30: EcoGraf recycling - lowering EV production carbon footprint
EcoGraf™ recycling - lowering EV production carbon footprint For personal use only • Estimated 10 - 30% production loss during cell manufacturing and battery testing • Solution: Develop ‘In-Process’ recovery of production scrap (slurries and coatings waste) • Reuse would eliminate 13.5kg of CO2 per
Slide 31: Growth Strategy, Value Proposition and Outlook
For personal use only Growth Strategy, Value Proposition and Outlook. 30
Slide 32: Diversified battery anode material business
DIVERSIFIED BATTERY ANODE MATERIAL BUSINESS For personal use only SUPPORTING THE GLOBAL TRANSITION TO CLEAN ENERGY AND E-MOBILITY Over 8 years of technical work Downstream processing strategy Blended battery anode material programs and extensive product centered on producing purified provides
Slide 33: EcoGraf's vertically integrated product flow
EcoGraf’s vertically integrated product flow For personal use only 32 32
Slide 34: Positioned for growth across the battery supply chain
For personal use only Positioned for growth (e) across the battery supply chain PRODUCT DEVELOPMENT Value enhancement of bi-product fines. Supporting the transition to clean energy and advanced manufacturing. NATURAL GRAPHITE DOWNSTREAM INNOVATION OPPORTUNITIES Enhanced Coatings. Scalable mining pro
Slide 35: Value proposition
Value proposition For personal use only Battery Anode Material Facility Epanko Graphite Project Recycling of Carbon Battery Australia Tanzania Anode Materials 20,000tpa battery graphite 60,000tpa natural flake graphite Significant results 99.98%C US$35m annual EBITDA US$44.5m annual EBITDA Productio
Slide 36: The future is electric
THE FUTURE IS ELECTRIC For personal use only BATTERY LITHIUM-ION NATURAL ANODE BATTERY GRAPHITE MATERIAL RECYCLING Head Office Follow EcoGraf on LinkedIn, Twitter or sign up to the company’s newsletter for the latest announcements, media releases and market news. 18 Richardson Street West Perth, Wes