Sarytogan Graphite Limited · ASX:SGA
Sarytogan Graphite — Investor Presentation (April 2022)
21 slides from Sarytogan Graphite's investor presentation, Apr 28, 2022
Slide 1: Giant Opportunity in Kazakhstan
GIANT OPPORTUNITY IN KAZAKHSTAN 2 8 AP R I L 2 0 2 2 I N YAT I I N V E S TO R B R E I F I N G 1
Slide 2: Disclaimer & Competent Persons' Statement
Disclaimer & Competent Persons’ 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 information intende
Slide 3: Sustainable Competitive Advantage
Sustainable Competitive Advantage Mineral Resource of 209 Mt @ 28.5% TGC for 60 Mt contained graphite. The highest-grade and 2nd largest of ASX peers. Graphite is un-substitutable in the rapidly growing battery market. Kazakhstan is an established mining jurisdiction ideally located between the larg
Slide 4: High Grade and Tonnage Versus ASX Peer Projects
High Grade and Tonnage Versus ASX Peer Projects 30% Sarytogan (SGA) 25% Grade (Total Graphitic Carbon) Vittangi (TLG) Skaland (MRC) 20% Yalbra (Buxton) Burke (LEL) Jalkunen (TLG) 15% Lac Rainy (MLS) Munglinup (MRC) Lindi Jumbo (WKT) Epanko (EGR) 10% Raitajarvi (TLG) Siviour (RNU) Balama (SYR) Maheng
Slide 5: IPO Update
IPO Update • ASX have advised that they are not currently in a 27/04/2022 position to provide a formal listing decision. • ASX have requested that the title extension beyond October 2022 be procured ahead of listing. • The Company is working on fast tracking the title extension in Kazakhstan, target
Slide 6: Corporate Overview
Corporate Overview Post IPO Capital Structure Stephen Penrose Non-Executive Chairman, LLB, J.D., Lawyer and Managing Partner of Tottle Partners, specialising in corporate Gross Proceeds of interim 16c seed raising $1.0M and commercial litigation. Gross Proceeds of Initial Public Offer $8.6M Sean Gre
Slide 7: Environment Social Governance
Environment Social Governance Our future products will enable the decarbonisation of energy and transportation. We are committed to the highest standards in Environment Social Governance. Natural graphite has a 10x lower CO2 footprint than synthetic graphite 1% of annual geological expenses paid to
Slide 8: Kazakhstan – Mining on the One Belt, One Road
Kazakhstan – Mining on the One Belt, One Road • Mining in Kazakhstan • Similar arid land area to West. Aust. • Mining code based on West. Aust. • 40% of global uranium supply1 • 12th in global mining value1 • 13th largest oil producer1 • Sarytogan is located close to infrastructure on China’s One Be
Slide 9: Regional Infrastructure Advantages
Regional Infrastructure Advantages 170km by highway to the large industrial city of Karaganda. Access to bitumen road is 6km by dirt road. 68km from nearest railway station. 2km from high-voltage power lines. Sufficient water supply available. 9
Slide 10: Graphite Market Overview
“Our cells should be called Nickel-Graphite, because primarily the cathode is nickel, and the anode side is graphite with silicon oxide” Graphite Market - Elon Musk, CEO Tesla Motors Overview 10
Slide 11: Electric Vehicle Batteries
Electric Vehicle Batteries Graphite is the major and un-substitutable raw material in all EV batteries Cobalt, 8% Cobalt, 14% Cobalt, 17% Manganese, 8% Cobalt, 27% Manganese, 24% Cathode Other, 83% Manganese, 29% Nickel, 68% Nickel, 73% Nickel, 43% Nickel, 29% Lithium, 17% Lithium, 15% Lithium, 16%
Slide 12: China and Europe lead rapid growth in the EV Market
China and Europe lead rapid growth in the EV Market EV’s are growing fast and are expected to continue This is in part driving growth in overall battery demand Source: Bloomberg, 2021 12
Slide 13: Graphite Uses and Flake Pricing
Graphite Uses and Flake Pricing Graphite Uses Market Jumbo Large Medium Small Fine Spherical1 1Requires additional Share2 Size (micron) >300 300-180 180-150 150-75 <75 50-5 processing 2020 Grade (% TC) 94% 94% 94% 94% 80% 99.95% Refractory and 50% Foundry Lithium Ion 30% Batteries Expanded Graphite
Slide 14: Sarytogan Graphite Project - Mineralisation from Surface
Sarytogan Graphite Project - Mineralisation from Surface 14
Slide 15: Sarytogan Graphite Project – Mineral Resource
Sarytogan Graphite Project – Mineral Resource JORC Inferred Graphite Mineral Resource TGC Cut-Off 15% Tonnes Contained Zone TGC (%) (Mt) Graphite (Mt) North 159 28.8% 46 Central 49 27.5% 14 Total 209 28.5% 60 • Carboniferous graphitic shales enriched by contact metamorphism from intrusion of graniti
Slide 16: Northern Graphite Zone Cross Section
Northern Graphite Zone Cross Section NW SE Variable Flakes Coarse Flakes ST-3 @ 16m (above) and ST-1 @ 60m (above) and ST-10 @ 6m (below) Fine Flakes ST-1 @ 65m (below) • Flake presentation in petrography is highly variable with graphite crystals from 5μm to 5mm observed • Geometallurgical domaining
Slide 17: Metallurgy & Flake Size Distribution
Metallurgy & Flake Size Distribution Metallurgy • Previous metallurgical work has been limited, however historical results reported in the Prospectus are encouraging: • Flotation and leaching with 5% sulfuric acid solution has obtained 98.6% purity of TGC. • Graphite direct ore processing (without f
Slide 18: Drilling Now Underway
Drilling Now Underway • 5,000m HQ3 diamond drilling now commenced to meet these objectives: • Infill Central Zone to 250mx100m • Extend Mineralisation between Northern and Central Zones and to the South • Target areas of known coarser crystals in North Zone for closer spaced drilling 2021 Drilling H
Slide 19: Work Program Timetable
Work Program Timetable Mar-22 May-22 Jul-22 Sep-22 Nov-22 Jan-23 Mar-23 Infill & Extensional Drilling Mineralogical Analysis Metallurgical Test Work Updated JORC Resource Environmental Studies Scoping Study Preliminary Offtake Discussions 19
Slide 20: ASX Graphite Peer Comparison
ASX Graphite Peer Comparison SGA will add value through developing its resources, projects, and products… $800 $80 EV / Cont. Graphite (A$/t) Enterprise Value (A$M) $700 $70 $600 $60 $500 $50 $400 $40 $300 $30 Enterprise $200 $20 Value (A$M) $100 $10 EV/Cont. Graphite $0 $0 (A$/t) SGA BEM TON GW1 IG
Slide 21: Contact Sean Gregory
CONTACT Sean Gregory Managing Director E: [email protected] W: www.sarytogangraphite.com.au Suite 8, 110 Hay Street Subiaco WA 6008 +61 08 9388 8290 21
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