Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — Future Facing Commodities Singapore Conference (March 2024)
20 slides from Sarytogan Graphite's conference presentation, March 2024
Slide 1: Disrupting Graphite Anode Supply
DISRUPTING GRAPHITE ANODE SUPPLY M a rc h 2 0 2 4 I N V E S TO R P R E S E N TATI O N F U TU R E FAC I N G COM M OD I TI E S S I N G AP O R E CO N F E R E N C E 1
Slide 2: Sustainable Competitive Advantage
Sustainable Competitive Advantage Giant and exceptionally high-grade Indicated and Inferred Mineral Resource of 229 Mt @ 28.9% TGC1 with low mining costs. Ultra-High Purity Fines (UHPF) at up to 99.9992% C “five nines” achieved for advanced industrial uses 3. Uncoated Spherical Purified Graphite (US
Slide 3: The Project - Mineral Resource and Preliminary Mine Layout
The Project - Mineral Resource and Preliminary Mine Layout Zone JORC1 In-Situ Total Contained (>15% TGC) Classification Tonnage Graphitic Graphite (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 Inferred 21 26.9 6 Total 60 27.7 1
Slide 4: The Project - Grade is King
The Project - Grade is King A Hypothetical Mine A Mine B Grade 10% 30% Strip Ratio (W:O) 3:1 0.2:1 Process, Product same same Mining Costs $ 10X $X Flotation Costs $ 3Y $Y B This example is hypothetical only and provided to illustrate the effect of grade and strip ratio on mining economics. There ar
Slide 5: The Project - PFS Scale and Product Strategy
The Project - PFS Scale and Product Strategy Micro Crystalline UHPF >80% C Product2 Up to 99.9992% C Product3 Industrial Use Advanced Industrial Use Cathode Conductivity Enhancer Nuclear Moderator USPG >99.99% C Product3 Mining1 Flotation2 Thermal Purification3 Spheroidization4 Li-ion Anodes for EVs
Slide 6: The Project – Battery Performance Demonstrated
The Project – Battery Performance Demonstrated • Coin-cell lithium-ion batteries were manufactured from Sarytogan USPG. • Consistently superior capacity compared to many synthetic graphite anodes for EVs1. • Testing of Coated Spherical Purified Graphite (CSPG) and long-term cycling ahead. Refer ASX
Slide 7: The Market – Lithium Bubble Popped, But EV Demand Keeps Growing
The Market – Lithium Bubble Popped, But EV Demand Keeps Growing Source: Syrah Resources, 1Global Data, 2ICC Sino 7
Slide 8: The Market - Graphite is the major raw material in all EV battery types
The Market - Graphite is the major raw material in all EV battery types • Graphite is the major raw material in EV batteries. • The EV battery anode is always graphite, regardless of battery chemistry. • Silicon is limited to 5% as any anode performance gains are not matched on the cathode 8
Slide 9: The Market - Environmental Driver
The Market - Environmental Driver • Environmental regulation will continue to tighten. E.g. EU Battery Passport • Graphite is a focal point to reduce the CO2 footprint of the EV battery Source: Tesla 2022 Impact Report 9
Slide 10: The Market - Natural Graphite vs Artificial Graphite
The Market - Natural Graphite vs Artificial Graphite Active Anode Blend 100% • Natural graphite has been created by geological forces over millennia. 80% • Artificial graphite requires expensive and CO2 intensive treatment of fossil fuel by-products. 60% • China rapidly expanded synthetic graphite p
Slide 11: The Market - 6.5X Natural Graphite Growth Forecast
The Market - 6.5X Natural Graphite Growth Forecast 11 Source: Benchmark Mineral Intelligence 6/11/2022
Slide 12: The Market - Geopolitics
The Market - Geopolitics USA Inflation Reduction Act 1/1/2023 China Export Ban 1/12/2023 EU Battery Passport 1/2/2025 Tax credits for EVs with majority of battery Dominate 70% of graphite mining & QR code database of provenance & minerals from FTA countries & nil China 90% of anode value add1 CO2 fo
Slide 13: Kazakhstan - Mining on the One Belt, One Road
Kazakhstan - Mining on the One Belt, One Road Key Economic Facts • 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 containerized rail to Euro
Slide 14: Kazakhstan – Established Mining Jurisdiction
Kazakhstan – Established Mining Jurisdiction Mix of global majors, state owned, private equity and listed juniors 2018 Mining Code based off W.Aust. 40% of global uranium supply1 12th in global mining value1 13th largest oil producer1 Source: 1statistica.com 14
Slide 15: Kazakhstan - Regional Infrastructure Advantages
Kazakhstan - Regional Infrastructure Advantages 170km by highway to the large city of Karaganda 6km from bitumen road to project 68km from nearest railway station Sufficient water supply available Skilled local workforce 15
Slide 16: Kazakhstan - Lowest Quartile Power Costs Including Renewables
Kazakhstan - Lowest Quartile Power Costs Including Renewables • Kazakhstan’s power cost is in the lowest quartile globally • 110 kV powerline 2 km from the project (pictured) • 35 kV powerline 15 km from the project • 50 MW Solar farm is 100 km from the project (pictured) Electricity Costs for Busin
Slide 17: Development Work Program
Development Work Program 2023 2024 2025 Milestone Q1 Q2 Q3 Q4 Mineral Resource upgrade ✓ Land access agreement ✓ Geotech and hydro drilling ✓ Bulk concentrate production ✓ Spheroidization tests ✓ Battery performance tests Pre-feasibility study ✓ Maiden Ore Reserve Mining lease application Definitive
Slide 18: Corporate Overview and Value Proposition
Corporate Overview and Value Proposition Stephen Penrose Sean Gregory Dr. Waldemar Mueller Brendan Borg Ian Hobson Sarkis Akopov Local Leadership Next Appointment Non-Executive Chairman Managing Director Technical Director Non-Executive Director Company Secretary Chief Financial Officer Kazakhstan T
Slide 19: 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
Slide 20: Contact
CONTACT Sean Gregory Managing Director E: [email protected] W: www.sarytogangraphite.com.au +61 08 9388 8290 20
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