Nh3 Clean Energy Limited · ASX:NH3
Nh3 Clean Energy — Hexagon Resources — Benchmark World Tour – LIB Supply Chain Seminar, Tokyo 2017
18 slides from Nh3 Clean Energy's conference presentation, Sep 8, 2017
Slide 1: ASX Announcement: Presentation to LIB Supply Chain Seminar, Tokyo
ASX Announcement 8 September 2017 PRESENTATION TO LIB SUPPLY CHAIN SEMINAR; TOKYO Shareholders in Hexagon Resources (ASX: HXG) are advised that the company’s Managing Director, Mike Rosenstreich, is giving the attached presentation at a seminar in Tokyo today examining the supply chain issues for li
Slide 2: McIntosh Graphite “Made in Australia”
McIntosh Graphite “Made in Australia” An important diversification of the graphite supply chain. Mike Rosenstreich 8 September. 2017 Tokyo, Japan Benchmark World Tour – LIB Supply Chain
Slide 3: Natural Flake Graphite: LIB, GLIB or NGLIB
Natural Flake Graphite Lets get it right! LIB, GLIB or NGLIB! • Graphite-Lithium Ion or Nickel-Graphite-Lithium Batteries! • Anode is Graphite - c.7x more graphite in a GLIB than Li & Co. • Cathode is Nickel – with a “sprinkling” of Li & Co. Anode graphite is an approximately, 30:70 mixture of natur
Slide 4: Hexagon in Japan
Hexagon in Japan Why? HXG is “Upstream” and a critical part of the Supply Chain; • Developing a large scale, high-quality flake concentrate project in Western Australia • Test work in progress to refine and diversify its flake concentrates for spherical & expandable graphite end use. • Down stream p
Slide 5: The Path to Commercialisation
The Path to Commercialisation The Customer (starting at the end of the Path); Spheroidisation Technical aspects-include: Battery Industry McIntosh Flake Graphite Concentrate Purification • Spheroidisation HXG Aim – 99.99% spherical Product Spec’s • Yield [Coating] graphite product. 1. 98% total grap
Slide 6: Upstream in Western Australia
Upstream in Western Australia The McIntosh Project…… McIntosh Flake Graphite Project - is well located “politically” & geographically: • Western Australia is ranked 3rd on the Fraser Institute’s (FI) 2016 global Investment Attractiveness Index. • Western Australia is in the top ten for FI’s Policy P
Slide 7: Upstream in Western Australia: Project Infrastructure
Upstream in Western Australia The McIntosh Project - infrastructure McIntosh Project – Main Access Road – excellent access across Project. Wyndham Port – with loading and storage facilities-295km north along Highway Great Northern Highway (only 12 km from Project area)
Slide 8: Geology & Resources – Large Scale
Upstream in Western Australia Geology & Resources-Large Scale…… Scale is important – it demonstrates long-term supply capability. Contained JORC Classification Tonnes (Mt) TGC (%) Graphite (kt) Total Indicated & 21.3 4.5% 964 Inferred ASX Report 25 May, 2017; Cut-off is 3%TGC and rounding errors may
Slide 9: High-Grade Flake Concentrate
Upstream in Western Australia High-Grade Flake Concentrate PFS - Processing: • Throughput of 2.4Mtpa to produce ~88ktpa of 98% TGC flake graphite concentrate. • Current design has little consideration for flake size preservation – hence design P80 < 106 microns to give flake size distribution in tab
Slide 10: Positive Pre-Feasibility Outcomes
Upstream in Western Australia Positive Pre-Feasibility Outcomes… Annual Life of Mine Life of Mine PHYSICALS Unit PFS FINANCIAL OUTCOMES Unit Average (LOM) (LOM) Ore Mined Mt 2.4 14.3 Site Operating Costs AUD/t Conc 987 Strip Ratio W:O 4.3 4.5 Realisation Costs (FOB) AUD/t Conc 51 Total Mined Mt 11.3
Slide 11: Moving Downstream – Stage 2 Developments
Moving Downstream – Stage 2 Developments Value adding with additional processing of flake concentrate • Pre-Feasibility - examined only production of a high-purity flake concentrate for the lithium ion battery market. • Recent battery test work results for spheroidised material are highly encouragin
Slide 12: Moving Downstream
Moving Downstream Value adding with additional processing • Complicated interrelationships, so vital to assess (and report) all key criteria and then optimise. • Excellent outlook to make further improvements to more closely conform to likely specifications required for (graphite) lithium ion batter
Slide 13: Marketing Strategy
Marketing Strategy Product diversification and price enhancement Stage1: Project in WA Objective – produce c. 100ktpa of high grade flake graphite concentrates comprising: • 60-70% Small-Medium (c.100 microns) sized flake concentrate for the (G)LIB market; and • 30-40% Medium-Large (>150 microns) si
Slide 14: Development Outlook
Development Outlook The Next Steps… Stage1 Project in WA: 1. Complete Feasibility study including: • Enhanced process flow sheet to reduce OpEx and enhance flake size; • Review CapEx – look at the real likely numbers; and • Verify two product streams suitable for 2 different market segments. 2. Fina
Slide 15: Hexagon Resources Ltd: Meet the Board
Hexagon Resources Ltd Meet the Board - focussed on marketing and production Charles Whitfield - Chairman Mr. Whitfield is the Principal Investment Officer at Drumrock Capital, an investment firm providing Shares on Issue 246.3M capital and advisory services to start-up and early round companies. He
Slide 16: McIntosh Graphite – “Made in Australia”
Macintosh Graphite – “Made in Australia” Compelling reasons to secure upstream supply Sound Project Fundamentals: 1. Quality product - purity and no deleterious elements suitability for (G)LIB verified: 2. Scale – in terms of annual production rates and long-term supply 3. Sound financial returns as
Slide 17: Important Notices
Important Notices Competent Person The information within this report that relates to exploration results, Exploration Target Estimates, geological data and Mineral Resources at the McIntosh Project is based on information compiled by Mr Shane Tomlinson and Mr Mike Rosenstreich who are both employee
Slide 18: Hexagon Resources Limited Contact
Hexagon Resources Limited www.hexagonresouces.com Contact Mike Rosenstreich Managing Director [email protected] +61 (08) 6244 0349
Hexagon Resources — Benchmark World Tour – LIB Supply Chain Seminar, Tokyo 2017 on 6ix