Graphite One Inc. · TSXV:GPH
Graphite One — Investor Presentation (May 2025)
24 slides from Graphite One's investor presentation, May 13, 2025
Slide 1: Tech Materials for Global Ingenuity.
TSX-V: GPH OTCQX: GPHOF Tech Materials for Global Ingenuity. A U.S.-based Supply Chain Solution to Meet the Tech Sectors’ Rising Graphite Demand May 2025 GRAPHITEONEINC.COM
Slide 2: Forward-Looking Statements
Forward-Looking Statements All statements in this presentation, other than statements of historical facts, including those related to the timing and completion of future production, establishment of a processing plant and a graphite manufacturing plant, and events or developments that the Company in
Slide 3: About Graphite One Inc.
About Graphite One Inc. • Developing the Graphite One Project (the “Project”) to become an American producer of synthetic and natural anode active materials (“AAM”) that is integrated with America’s largest natural graphite resource. • The Project: a vertically-integrated, enterprise-to-mine, proces
Slide 4: Management Team
Management Team Anthony Huston Doug Smith P.Eng., ICD.D Founder, CEO & Director Executive Chair & Director Successful entrepreneur with a background in tech, 35+ years in international coal industry. Former President & business development, and finance. Experienced as a CEO of First Coal (acquired b
Slide 5: Outstanding Share Data
Outstanding Share Data Market Capitalization (as of May 14, 2025) CAD - $114.1 million @ CA$0.78 per share USD - $81.9 million @ US$0.56 per share GRAPHITE ONE | TSX-V: GPH OTC: GPHOF 5
Slide 6: Major Milestones Natural Graphite
Major Milestones Natural Graphite 1 2 3 Preliminary Economic Preliminary Feasibility Study Awarded US$37.5 Million Analysis completed in 2017 completed in August 2022 Department of Defense Grant in July 2023 4 5 6 Bering Straits Native Corporation Awarded US$4.7 Million DLA Contract Technology Licen
Slide 7: Major Milestones Artificial Graphite
Major Milestones Artificial Graphite 1 2 3 Modified company strategy in Preliminary plant design Technology license signed with 2020 to include artificial included in PFS with Sunrise New Energy to purchase graphite production. purchased precursors - precursors and transfer August 2022 technology -
Slide 8: Lucid Motors Supply Chain Agreement
Lucid Motors Supply Chain Agreement Event @ U.S. Capitol Non-binding agreement for 5,000 tpa of AG AAM for initial term of 5 years GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 8
Slide 9: Presidential Actions: Executive Orders that Support Graphite One
Presidential Actions: Executive Orders that Support Graphite One – January 20, 2025 ORDER NO. 14156 Sec. 2: Emergency Approvals Declaring a National Energy Sec 3. Expediting the Delivery of Energy Infrastructure Emergency ORDER NO. 14154 Sec 2: Unleashing Energy Dominance through Efficient Permittin
Slide 10: Strategic Investment from Bering Straits Native Corporation
Strategic Investment from Bering Straits Native Corporation • Initial Investment of $2 million and an option to invest an additional $8.4 million, including exercise of warrants • Graphite One and Bering Straits to partner on continued regional and community development • Bering Straits, one of the
Slide 11: Hunan Chenyu Fuji New Energy Technology Co., Ltd. ("Chenyu")
Hunan Chenyu Fuji New Energy Technology Co., Ltd. ("Chenyu”) 11
Slide 12: Exclusive Access to Leading Anode Manufacturing Technology
Exclusive Access to Leading Anode Manufacturing Technology 1 2 3 Technology License Agreement Consulting Agreement Supply Agreement Grants Graphite One exclusive license Chenyu to provide: Provisions to enter into agreements for to use certain technologies in the U.S., Advice and guidance in designi
Slide 13: Graphite Creek Property
Graphite Creek Property Graphite One @)
Slide 14: Graphite Creek: A Generational Resource
Graphite Creek: A Generational Resource • Supported by the US Government • Asset is located on 100% state-owned land and supported by the Alaska state government • Resource is cited as the “largest known graphite deposit in the U.S.” by the USGS. Deposit remains open to West, East and down dip. • Up
Slide 15: 2024 Mineral Resource and Reserve Estimate
2024 Mineral Resource and Reserve Estimate 1 Cutoff grade of 2% 2 Variable cutoff grade of between 2% - 3% Feasibility Study pit and mineral reserve footprint represents just 1.2 miles of the 9.5 miles long electromagnetic anomaly “The largest known graphite deposit in the United States is the Graph
Slide 16: FS Pit versus PFS Pit superimposed on electromagnetic survey anomaly
FS Pit versus PFS Pit superimposed on electromagnetic survey anomaly Note: Two images are facing each other GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 16
Slide 17: Feasibility Study Results
Feasibility Study Results 17
Slide 18: Summary of Feasibility Study Results
Summary of Feasibility Study Results (Graphite Creek Mine and Secondary Treatment Plant) • Annual production of graphite concentrate increases from 53,000 tpy (PFS) to 175,000 tpy • Pre-tax: $6.4 billion NPV; 30% IRR; 7.3-Year Payback Post tax: 5.0 billion NPV; 27% IRR; 7.5-Year Payback • Total Cape
Slide 19: Ohio AAM Manufacturing Facility
Ohio AAM Manufacturing Facility Niles, Ohio Building a commercial AAM supply chain in the U.S. 19
Slide 20: Planned AG AAM Facility
Planned AG AAM Facility 1 Phase 1 - Market Entry • Construct finishing/blending plant, initial capacity of 10,000 tpy: − produce AG AAM from strategically purchased AG and other materials − enables immediate production of AG AAM for testing and qualification • Commissioning by mid-20271. 2 Phase 2 –
Slide 21: Ohio AAM Manufacturing Plant
Ohio AAM Manufacturing Plant CAPEX(1) Mid-2027 $ 50 M • Commissioning of AMM finishing and blending plant Mid-2028 $ 57 M • Commissioning of a graphitization plant, annual production expected at 10,000 tonnes End of 2029 • Commissioning of precursor line - 25,000-tonne annual capacity plant $ 202 M
Slide 22: Export-Import Bank Financing
Export-Impact Bank Financing $325 million non-binding letter of interest • Financing will facilitate the build-out of Ohio AAM Facility • EXIM application to be submitted in 2025 • Path to Revenue Generation – Sale of anode battery materials • Synthetic Graphite AAM first, followed by Natural Graphi
Slide 23: Next Steps for Graphite One
Next Steps for Graphite One 1 Pilot plant siting options 2 AAM manufacturing plant siting options 3 Availability of local AG AAM precursors 4 Secure project financing GRAPHITE ONE | TSX-V: GPH OTCQX: GPHOF 23
Slide 24: Contact
Contact Anthony Huston President & CEO 604-889-4251 [email protected] Suite 600 777 Hornby Street Vancouver, British Columbia V6Z 1S4 graphiteoneinc.com