Graphene Manufacturing Group Ltd · TSXV:GMG
Graphene Manufacturing — Investor Presentation (May 2024)
27 slides from Graphene Manufacturing's investor presentation, May 2024
Slide 1: Energy Saving and Energy Storage Solutions
ENERGY SAVING AND ENERGY STORAGE SOLUTIONS www.graphenemg.com | TSX-V:GMG May 2024
Slide 2: Disclaimer
DISCLAIMER The information contained within this presentation has been prepared by Graphene Manufacturing Group Ltd. (“GMG” or the develop its products will not be adversely impacted by COVID-19 or the ongoing conflict in eastern Europe. Additionally, forward- “Company”) as of May 28, 2024 and conta
Slide 3: Board of Directors & Advisory Team
BOARD OF DIRECTORS & ADVISORY TEAM Craig Nicol | Founder, Managing Director & CEO Bob Galyen | Non-Executive Director Craig Nicol has a career of over 20 years in delivering large scale innovation including leading multi- Bob is a highly experienced executive in the battery energy storage world and
Slide 4: We Develop, Make and Sell
WE DEVELOP, MAKE AND SELL: All of which are based on Graphene, we produce from Natural Gas. THERMAL-XR® ® LUBRICANT GRAPHENE ALUMINIUM-ION BATTERY $28B* $15B* $108B* USD USD USD HEAT EXCHANGER AUTOMOTIVE ENERGY STORAGE COATINGS SYSTEM FLUIDS ADDITIVES BATTERY Deployed Deployed Development Heat Trans
Slide 5: What is Graphene?
WHAT IS GRAPHENE? ION STORAGE High density capacity for ion storage THE CARBON WONDER PRODUCT THERMAL CONDUCTIVITY Extreme Heat Diffusivity Graphene is the first two-dimensional material and is classed as a “super-material” offering many properties. ENHANCED LUBRICATION GMG focuses on Ion Storage, S
Slide 6: GMG's Graphene Competitive Advantage
GMG’S GRAPHENE COMPETITIVE ADVANTAGE GMG GRAPHENE PRODUCTION OTHER GRAPHENE PRODUCTION Natural Gas Graphene Mined Graphene HYDROGEN Oxide METHANE G Powder GRAPHITE Mining Carbon + Distribution Gas Carbon Carbon & Crushing Hydrogen Incl Carbon + CH4 Electric Plasma H2 C Ore Body Impurities Chemical P
Slide 7: GMG Production Supply Chain
GMG PRODUCTION SUPPLY CHAIN HEAT EXCHANGER 1 Million Litres NATURAL GAS COATING p.a. Coating Blending Plant Operational. (<2% graphene) GRAPHENE MANUFACTURING Small Pilot PLANT G® LUBRICANT Blending Lubricants Blending Plant Facility (< 1% graphene) 2023 | Phase 1 Operational. Operational HYDROGEN A
Slide 8: GMG Commissions Modular Graphene Production Plant Phase 1.0
GMG COMMISSIONS MODULAR GRAPHENE PRODUCTION PLANT | PHASE 1.0 • Innovative natural gas to graphene production. • Modular plant designed and built for growth and replication. “We are very excited …. it is a significant milestone for the company. It uses GMG’s self-developed technology, which creates
Slide 9: GMG Commissions Thermal XR Graphene Coating Blend Plant
GMG COMMISSIONS THERMAL XR GRAPHENE COATING BLEND PLANT • Innovative graphene coating blend plant • Production Capacity up to 1,000,000 litres per annum • Officially opened by the Speaker of the Australian House of Representatives
Slide 10: GMG Production Capacity
GMG PRODUCTION CAPACITY RICHLANDS, BRISBANE, AUSTRALIA Modular Graphene Production Plant Battery Development Centre Phase 1.0 (operational) (operational) 5 4 Materials & Liquids QA & QC Laboratory THERMAL-XR® + Blending Plant Offices (operational) Value chain on one site - for easier (operational) g
Slide 11: THERMAL-XR Superior Heat Transfer and Protection
THERMAL-XR® SUPERIOR HEAT TRANSFER AND PROTECTION THERMAL-XR® coating system powered by GMG Graphene has created a unique and novel way of increasing corrosion protection, heat transfer and improving the thermal efficiency of heat exchangers. It is suitable for applying on aluminium and copper coils
Slide 12: THERMAL-XR Distribution
THERMAL-XR® DISTRIBUTION • Distribution / Logistics o Nu-Calgon is GMG’s exclusive distribution partner for AFTER MARKET HVAC in North America Nu-Calgon is the largest specialty chemical provider to the HVACR market. 37 person sales team; 4000 distribution points. Cool Worx is Nu-Calgon’s priv
Slide 13: Driving B2B Sales THERMAL-XR
DRIVING B2B SALES THERMAL-XR® INDUSTRY & MARKET SEGMENTS CUSTOMER PROJECTS (IN USE AND PROSPECTIVE) DATA CENTRE RAIL HVAC-R (BUILDING) 16% ENERGY /TRANSPORT SAVINGS FUEL SAVINGS RAIL/TRANSPORT DATA CENTRES HVAC-R LNG ENERGY 16% SAVINGS PERFORMANCE IMPROVEMENT LNG, GAS & PETROCHEMICALS CHEMICAL, HEAV
Slide 14: Independently Verified HVAC-R Energy Savings
INDEPENDENTLY VERIFIED HVAC-R ENERGY SAVINGS NEW CONDENSER COIL PRE & POST COATING COMPARISON Measured Energy Savings for THERMAL-XR® Pull-Down Test 15.9%▼ Precoated 48 Hour Temperature 4.69%▼ Cycle Test 4.3kw Refrigeration Unit with an electronic expansion valve with variability disabled. THERMAL X
Slide 15: Lubricant Performance
LUBRICANT PERFORMANCE Deposition of graphene particles via G® ENERGY SAVINGS test results up to 10%. LUBRICANT lowers the coefficient of friction in the Coefficient of Friction reduction up to 10%. critical boundary lubrication zones (pistons) Wear Preventative Test results have experienced More tha
Slide 16: Joint Development Agreement
JOINT DEVELOPMENT AGREEMENT Accelerated Technical & Commercial Environmental Development Operational Social & & Application Governance Graphene Heavy mobile A$6 Million to GMG Net zero transition Aluminium-Ion equipment & grid with actions to Battery energy storage Preferential Access decarbonisatio
Slide 17: Pouch Cell Prototype Scale-Up Process Plan
POUCH CELL PROTOTYPE SCALE-UP PROCESS PLAN GMG Progress and Plan ~500 mAh Tested 1000 mAh “A Type Cell” July 2023 H1 2024 H1 2025 Initial ~1000 mAh Feb 2024 CUSTOMER TESTING Phase 3 | Scaling Output for Phase 1 | Proving the Science Phase 2 | Scaling Cell Size Demand Single Layer ~5 to 10 Layer >10
Slide 18: Next Generation Battery Performance
NEXT GENERATION BATTERY PERFORMANCE SHOWN BASED ON COIN CELL TESTING Power Density (W/kg) Energy Density (Wh/kg) Graphene Aluminium-Ion Potential Benefits: 9350 290 • Aluminium is 1000 times more available & ~10 times cheaper than Lithium 200 200 • No Lithium needed – lower cost & less 163 complicat
Slide 19: Battery Technology Readiness Level (BTRL)
GMG Progress BATTERY TECHNOLOGY READINESS LEVEL (BTRL) GMG is currently optimizing G+AI Battery has progressed electrochemical behaviour for to BTRL 4. pouch cells. Lab-Scale Production and Basic Component Production Process Cell Production Process Electrochemical Development Commercialisation Prope
Slide 20: Fast Charging and Cooling Advantages
FAST CHARGING AND COOLING ADVANTAGES GMG’s Graphene Aluminium-Ion Battery may not need a thermal management system when used in an electric vehicle battery pack or an energy storage system, which will lead to a simpler, more cost effective and higher energy density battery pack. The elimination of t
Slide 21: G+AI Battery Simplicity
G+AI BATTERY SIMPLICITY G+AI Battery’s simplicity is one of its most attractive and competitive advantages. Simplicity Drives Structural Advantages Over Battery Technology. No material coating on the Anode. Anode Aluminium Foil Voltage Use the same equipment to make the battery as a Li Battery Separ
Slide 22: Graphene Aluminium Ion Battery Advantages
GRAPHENE ALUMINIUM ION BATTERY ADVANTAGES Lithium Ion Battery Graphene Aluminum Battery Performance Ion Battery 1. Very Fast Charging/Discharging (60 times) 2. Long Life (>1000 full cycles) 3. Higher Cell to Pack Density (no cooling needed) Supply Chain 4. Supply Chain Simplicity (< 1 km vs 50,000 k
Slide 23: Battery Production Process
LOWER STRUCTURAL COST BATTERY PRODUCTION PROCESS The same equipment is used to make the G+AI Battery as the Lithium Ion Battery - except there are fewer needed. Lithium Ion Battery Graphene Aluminum Ion Battery Cathode Anode Cathode Anode The G+AI Anode is ONLY aluminium 1. Slurry Preparation foil a
Slide 24: Battery Cell Roadmap
BATTERY CELL ROADMAP • Commercial Scale Battery Plant Commissioned • 500 mAh Cell • Battery • Cell Testing Cells/Modules • Battery Pilot Plant “A” & “B” type cells supplied to for JDA Partners Customers • Commercial Sale Contracts Signed 2023 2024 2025 2026 2027+ • 1000 mAh Cell • Commercial Scale B
Slide 25: Maturing Financial Capability
MATURING FINANCIAL CAPABILITY BUILD DEVELOP PARTNER CASH ON HAND REVENUE Maturing sales and First leading segment Australian AU$ 3.6M marketing team, partner – Rio Tinto Government R&D Tax processes and JDA (AU$ 6M) Rebate Support (2023: (End of December systems. AU$ 2.6M) 2023) Exploring JDA’s with
Slide 26: GMG Finances & Structure
GMG FINANCES & STRUCTURE As at 31 March 2024 Ticker Shares Market Options Warrants, Investor Relations Outstanding Capitalization RSU info@fcir.ca TSX-V +647 – 689 – 6041 Toronto Stock www.focusir.ca Exchange Ventures 5,496,951 GMG 84,833,342 ~C$60 M 5,249,348 1,650,617 26 | TSX-V | GMG
Slide 27: Energy Saving and Energy Storage Solutions
ENERGY SAVING AND ENERGY STORAGE SOLUTIONS www.graphenemg.com | TSX-V:GMG
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