NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Hexagon Resources — Investor Presentation (June 2016)
27 slides from NH3 Clean Energy's investor presentation, June 2016
Slide 1: Corporate Presentation
CORPORATE PRESENTATION June 2016
Slide 2: Disclaimer
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: Corporate Directory
CORPORATE DIRECTORY Neville Miles (Non-Executive Chairman) • • • • Tony Cormack (Executive Director) • • • • Garry Plowright (Non-Executive Director) • • • 3
Slide 4: Key Data at a Glance
KEY DATA AT A GLANCE Key Information Share Price Shares on issue 232,116,747 Options on issue 20,081,250 Undiluted Market Capital $40.6M Top 3 Shareholders Pathfinder Exploration Pty Ltd 8,451,993 (3.62%) First Stirling Investments Pty Ltd 8,016,188 (3.44%) Forsyth Barr Custodians Ltd 7,570,945 (3.2
Slide 5: Our Vision and Strategy
kod Wee NTIS. igh Purity Flake Graphite for New Technologies OUR VISION AND STRATEGY
Slide 6: Our Vision
pee on OUR VISION * To become the leading Australian supplier of high purity flake graphite * Targeting production of ultra high purity flake graphite for supply into the emerging high technology applications y vie NATURAL GRAPHITE SUPPLY/DEMAND 201 2on 2012-2018, 2014. 2018) 2016 »= 2017-2018 += 20
Slide 7: Demand Drivers for Flake Graphite
DEMAND DRIVERS FOR FLAKE GRAPHITE 7
Slide 8: Electric Vehicles - Becoming Mainstream
ELECTRIC VEHICLES-BECOMING MAINSTREAM 8
Slide 9: Energy Storage – The Future
ENERGY STORAGE – THE FUTURE 9
Slide 10: Spherical Graphite
HEXAGON SPHERICAL GRAPHITE * Spherical Graphite is a value added product produced from high purity natural flake graphite « Spherical Graphite has superior performance and is more sustainable than synthetic graphite * 10 times more flake graphite than lithium in a lithium-ion battery OVERVIEW OF GLO
Slide 11: Graphene
Hee son GRAPHENE resources limited * Graphene produced from Hexagon’s ultra-high purity flake graphite concentrate (+99.9% TC] via several methods including a ‘green method’ without the use of hazardous chemicals * Very high yield of graphene at approximately >GO% * High quality graphene with single
Slide 12: Our Strategy
OUR STRATEGY Production of Ultra High Purity Flake Graphite including the assessment of the best RO! saleable products (e.g. producing Spherical Graphite and Graphene} Finalise Option for South Korean Graphite Assets Find Partners for non-core, non-graphite assets (Halls Creek, Mabel Downs & Valla)
Slide 13: Our Projects
kod He&x<xAGON resources limited High Purity Flake Graphite for New Technologies OUR PROJECTS
Slide 14: Graphite Projects at a Glance
GRAPHITE PROJECTS AT A GLANCE 14
Slide 15: McIntosh Resource
MCINTOSH RESOURCE Notes: 1. Longtom has a 2% TGC lower cut-off grade. Emperor, Wahoo and Barracuda have a 3% TGC lower cut-off grade 2. Rounding may result in differences in total and average grades 15
Slide 16: Resource Growth Potential
RESOURCE GROWTH POTENTIAL 16
Slide 17: McIntosh Metallurgy
MCINTOSH METALLURGY Emperor Flake Graphite Concentrate Competitors Coated Synthetic Flake + 99% TC from simple flotation Graphite Concentrate 17
Slide 18: McIntosh Pre-Feasibility
MCINTOSH PRE-FEASIBILITY 18
Slide 19: Timeline to Production
TIMELINE TO PRODUCTION 2015 2016 2017 ACTIVITY Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Conceptual Study Aboriginal Heritage Exp/Resource Drilling Bulk Metallurgical Sample Resource Modelling MLA/Native Title Hydrogeology Reserves/Eng. Design Environmental Process Design Feasibility Execution Site Constr
Slide 20: Next Steps
NEXT STEPS = Offtake Working with potential offtake partners to test and validate our material in their particular process’ with the aim of progressing to sales agreements » Financing Ongoing discussions with potential strategic partners in order to finance McIntosh towards production » Engineering
Slide 21: South Korea
SOUTH KOREA Geumam * Initial Indicated / Inferred JORC compliant resource of 5.5Mt @ 5.4% Cg for 296,000t contained graphite * Diamond drilling has returned thick intersections that are expected to add significantly to a resource upgrade " Close proximity to major customers within South Korea Taewha
Slide 22: Geumam Resource
GEUMAM RESOURCE Geumam Area B Deposit Mineral Resource Estimate (1% C graphite Cut-off) Indicated Mineral Resource Type Tonnes (Mt) C graphite % C total % S total % Contained Graphite (t) Oxide Fresh Total 1.5 6.6 8.9 0.9 101,000 Inferred Mineral Resource Type Tonnes (Mt) C graphite % C total %
Slide 23: Geumam Resource
GEUMAM RESOURCE Cross- section taken from Area B Domain 1 Block Model Coloured by Graphite showing resource outline Grade Long Section Facing West 23
Slide 24: Conclusion
CONCLUSION Superior Graphite and Graphene Products Great Metallurgy All Deposits have Flake Graphite at Surface High Purity / High Value Product 24
Slide 25: 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 26: Competent Persons Statements – South Korea
Competent Persons Statements – South Korea Information in this “Company Presentation” relating to Resource Estimates, Exploration Results, Assays, Metallurgy and Geological Data at the South Korean Projects has been compiled by the CEO and Head of Operations at Hexagon Resources Ltd, Mr. Anthony (To
Slide 27: Tony Cormack
TONY CORMACK CEO / Head of Operations Hexagon Resources Limited M: 0427 349 451 E: [email protected] Investor Relations resources limited Hexagon Resources Limited High Purity Flake Graphite for New Technologies M: 0402 079 995 E: kenb@hexagont HEXAGON resources limited sn 27 099 098 192 (a
Hexagon Resources — Investor Presentation (June 2016) on 6ix