NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Hexagon Resources — Investor Presentation (September 2016)
28 slides from NH3 Clean Energy's investor presentation, September 2016
Slide 1: Investor Presentation September 2016
INVESTOR SEPTEMBER PRESENTATION 2016
Slide 2: Investment risk and forward-looking statements
Investment in Hexagon Resources Limited (“Hexagon”) is subject to investment risk, including possible loss of income and capital invested. Neither Hexagon, nor any other member company of the Hexagon Group, nor any officer or employee guarantees any particular rate of return or performance, nor do t
Slide 3: Contents
CONTENTS HEXAGON =» COMPANY SNAPSHOT - Strategic Direction 7 Management Team =» MARKETING APPLICATIONS — Batteries / Graphene =» COMPANY RESOURCES - Mcintosh Flake Graphite Project a INDUSTRY OVERVIEW — Future Demand
Slide 4: Why Hexagon for Graphite?
WHY HEXAGON FOR GRAPHITE? HEXAGON 4
Slide 5: Management Team
MANAGEMENT TEAM Neville Miles Tony Cormack (Non-Executive Chairman) (Executive Director) • • • • • • Charles Whitfield Garry Plowright (Non-Executive Director) (Non-Executive Director) • • • • • 5
Slide 6: Key Corporate Data
KEY CORPORATE DATA Key Information Share Price Shares on issue 234,454,247 Options on issue 17,773,750 Undiluted Market Capital $32.8M Top 10 Shareholders HSBC Custody Nominees Ltd 10,305,498 (4.39%) Pathfinder Exploration Pty Ltd 8,451,993 (3.61%) Forsyth Barr Custodians Ltd 7,476,546 (3.18%) Mr Ro
Slide 7: Strategy for Addressing the Graphite Market
STRATEGY FOR ADDRESSING THE GRAPHITE MARKET
Slide 8: Hexagon Graphite
HEXAGON GRAPHITE which means a … 8
Slide 9: Spherical Graphite
SPHERICAL GRAPHITE * Spherical Graphite - Value added product - produced from high purity graphite * Natural Graphite - Superior performance and more sustainable than synthetic graphite * Flake Graphite - Uniquely positioned to displace synthetic graphite in some battery applications, which currentl
Slide 10: Graphene
GRAPHENE HEXAGON " Graphene produced via several methods - » Extremely high yield - " High quality graphene - GLOBAL GRAPHENE MARKET REVENUES ARE FORECAST TO GROW AT 34.48% CAGR FROM 2014 TO 2020 GLOBAL GRAPHENE MARKET REVENUES, 2014 TO 2020 (MS) 137 100.00 80.00 647 40.00 404 509 24 2000 18.0 00 20
Slide 11: Our Projects
bcd HEXAGON High Purity Flake Graphite for New Technologies OUR PROJECTS
Slide 12: Our Projects at a Glance
pene OUR PROJECTS AT A GLANCE HEx<XAGON Western Australia South Korea Wyndham WA. el \ } \ McIntosh Deposit 1 \' \ J) N O | 1 | : | i | Samcheok | \ Project | 12
Slide 13: McIntosh Resource
MCINTOSH RESOURCE JORC Tonnes TGC Contained Graphite Deposit Material Type Classification (Mt) (%) (Tonnes) Oxide - - - Indicated Primary 3.4 4.32 145,250 EMPEROR Inferred Oxide - - - Primary 5.1 4.79 240,900 Indicated + Inferred Oxide + Primary 8.4 4.61 386,150 Indicated Oxide - - - Primary 4.5
Slide 14: Resource Growth Potential
RESOURCE GROWTH POTENTIAL 14
Slide 15: McIntosh Metallurgy
MCINTOSH METALLURGY % in Classification Microns (µm) Mesh Size (#) interval Very fine <75 -200 1.4 Fine 75-106 -140 to +200 10.5 Small 106-150 -100 to +140 27 Medium 150-180 -80 to +100 16.7 Large 180-300 -48 to +80 35.9 Extra Large 'Jumbo' >300 +48 8.6 % in Classification Microns (µm) Mesh Size (#)
Slide 16: McIntosh Pre-Feasibility
MCINTOSH PRE-FEASIBILITY 16
Slide 17: Mine Design and Layout
MINE DESIGN AND LAYOUT 17
Slide 18: McIntosh Timeline
MCINTOSH TIMELINE 2015 2016 2017 ACTIVITY Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Conceptual Study Aboriginal Heritage Exp/Resource Drilling Bulk Metallurgical Sample Resource Modelling MLA/Native Title Hydrogeology Reserves/Eng. Desi
Slide 19: Next Steps
Sew OL te NEXT STEPS HEXAGON = Offtake - Hexagon is in advanced discussions with potential offtake partners who are testing and validating our material in their particular process’ with the aim of progressing these discussions into sales agreements » Financing - Ongoing discussions with potential st
Slide 20: Industry Overview
bcd He&x<AGONnN High Purity Flake Graphite for New Technologies INDUSTRY OVERVIEW
Slide 21: Demand Drivers
DEMAND DRIVERS HEXAGON ‘High purity flake graphite is in huge demand, Hexagon’s market strategy is focused on supply into the booming lithium-ion battery sector’ LITHIUM-ION BATTERY DEMAND OUTLOOK (CAPACITY BASIS) THE LITHIUM-ION BATTERY MEGAFACTORIES ARE COMING nw Production capacity of Lithiumlon
Slide 22: EVs Are Becoming Mainstream
EV’S ARE BECOMING MAINSTREAM 22
Slide 23: Energy Storage - The Future
ENERGY STORAGE - THE FUTURE 23
Slide 24: Conclusion
bcd HEXAGON High Purity Flake Graphite for New Technologies CONCLUSION
Slide 25: Company Objectives
FO coke COMPANY OBJECTIVES HEXAGON " Production of Ultra High Purity Flake Graphite - including the assessment of the best ROI saleable products (e.g. producing Spherical Graphite and Graphene] « Finalise Transaction for the South Korean Graphite Assets « Evaluate options to maximise shareholder ret
Slide 26: Value Proposition
VALUE PROPOSITION SUPERIOR GRAPHITE AND GRAPHENE PRODUCTS COMPETITIVE ADVANTAGE OVER MOST PEERS GREAT METALLURGY ALL DEPOSITS HAVE FLAKE GRAPHITE AT SURFACE HIGH PURITY / HIGH VALUE PRODUCT 26
Slide 27: Competent Persons Statements – Western Australia
Competent Persons Statements – Western Australia Information in this “Company Presentation” relating to Resource Estimates, Exploration Results, Assays, Metallurgy and Geological Data at the McIntosh Project has been compiled by the CEO and Head of Operations at Hexagon Resources Ltd, Mr. Anthony (T
Slide 28: Tony Cormack
TONY CORMACK CEO / Head of Operations Hexagon Resources Limited M: 0427 349 451 E: [email protected] HeEx<xAGON resources limited High Purity Flake Graphite for New Technologies HEXAGON resources limited ABN 27 099 098 192 (ASX: HXG) d Office: Level 16, 344 Queen Street, Brisbane Qid 4000 T
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