Neo Battery Materials Ltd · TSXV:NBM
Neo Battery Materials — Investor Presentation (July 2023)
27 slides from Neo Battery Materials's investor presentation, July 2023
Slide 1: Achieving the 1000-Mile EV Battery with Silicon Anode Materials
TSXV: NBM | OTCQB: NBMFF | June 2023 Achieving the 1000-Mile EV Battery with Silicon Anode Materials
Slide 2: Cautionary Statements Regarding Forward Looking Information
Cautionary Statements Regarding Forward Looking Information This presentation contains "forward-looking information" within the meaning of the applicable securities legislation. All information contained herein that is not clearly historical in nature may constitute forward-looking information. Gene
Slide 3: Leadership with Proven Track-Record
Leadership with Proven Track-Record Mr. Spencer Sungbum Huh Dr. Seong Gi Kim Director, President & Chief Executive Officer Chief Technology Officer - More than 25 years of financial and operational - Former Executive Vice President and Head of R&D of experience in Canada and South Korea Hanwha Solut
Slide 4: Executive Summary
Executive Summary Is the Forerunner for Cost-Effective, Long-Lasting EV Battery Technology NBMSiDE™ - Silicon Anode Material Longer EV Driving Range with Ultra-Fast Charging Energy-Efficient, Inexpensive Manufacturing Process First-Mover to Use Cheapest Silicon Raw Material ~60 NDAs >70% with Global
Slide 5: NBM Silicon Anode Global Expansion Plan
NBM Silicon Anode Global Expansion Plan Aims to Become Among the Top 10 Suppliers of Silicon Anode Materials NBM Korea Co. Stage 1: Product Validation NEO Battery Materials Ltd. 5K Ton Final Capacity South To Open R&D Facility in 2024 & Ongoing 20+ Active Evaluations with Global Korean Commercial Pl
Slide 6: Key Developments
Key Developments Appoints Dr. S. G. Kim as 240 TPA Commercial Chief Technology Officer Plant Site Approval in - Former Executive Vice Licensing Agreement Gyeonggi-Do U.S. Ohio Expansion President & Head of R&D at with University- - Secured 2.5 Acres of Land Strategy through NBM Hanwha Solutions’ Ind
Slide 7: What Stops Consumers from Purchasing Electric Vehicles?
Q: What Stops Consumers from Purchasing Electric Vehicles? 7
Slide 8: Problem with EVs
Problem with EVs Inflating EV Prices Rising Battery Metals & Materials Price are Discouraging Mass Adoption Slow Charging Time Consumers Not Receptive to Longer Charging or “Fueling” Time Limited Driving Range “Range Anxiety” Driving EVs to Point A to B 8
Slide 9: Anatomy of Batteries
Anatomy of Batteries CHARGE MECHANISM DISCHARGE MECHANISM Lithium-Ions Move from Positive Electrode (Cathode) to Negative Electrode (Anode) During Charging and Back During Discharging/Use 9
Slide 10: Solution: Integrate Silicon with Graphite
Solution: Integrate Silicon with Graphite Source of Problem Solution: Silicon Anode Graphite Material (28.1%) Ultra-Fast Charging Aluminum Cathode (18.9%) Nickel (15.7%) 10x More Capacity Stored Material $ + Other Manganese - 5.4% EV Battery Cobalt - 4.3% Lithium - 3.2% Cost Reduction Other - 24.2%
Slide 11: Critical Problem of Silicon Anode
Critical Problem of Silicon Anode Volume Expansion Breakdown Problem Poor Runtime, Slow Charging & Unusable 11
Slide 12: Silicon Anode Market
Silicon Anode Market Energy Density of the Lithium-Ion Battery is Highly Dependent on the Anode Material Silicon Anode Market Size & Growth Silicon Anode Competitors $16,000 $15,000.00 Silicon Anode Market Size (in USD Millions) $14,000 $12,000 45% Expected CAGR $10,439.70 $10,000 $8,000 $7,265.83 $
Slide 13: Silicon Anode: Industry Problem
Silicon Anode: Industry Problem Lack of Scalability + Unattractive Selling Price 1. Expensive Manufacturing 2. High-Cost Inputs Silicon and Graphite Price Comparison Average Silicon Anode Selling Price $100 Average Graphite Price: USD 10 / kg $80 vs. USD$ per kilogram Average Silicon Price: USD 80 /
Slide 14: NBM Silicon Anode Technology
Advantage of MLIT Proposal NBM Silicon Anode Technology 14
Slide 15: NBMSiDE™: Cost-Effective Silicon Anode
NBMSiDE™: Cost-Effective Silicon Anode Silicon Silicon Robust Polymer Nanometer-Thick Coating Nanocoating Layers Effectively Resolve Volume Expansion Problem to Enable Automotive-Level Use 8 Patents 70% – 80% 5 Min Issued & Pending Across More Initial Energy Safe Ultra-Fast South Korea, United State
Slide 16: NBMSiDE™: Manufacturing Advantage
NBMSiDE™: Manufacturing Advantage Raw Material ❖ Simple & Energy-Efficient NBMSiDE™ Silicon Input Wet Solution Process Silicon Anode ❖ No High Temperature / Pressure / Vacuum Coated Silicon Mixing/Milling Nanocoating Silicon One-Step Manufacturing Industry First to Use & Enable Nano 10x Cheaper Inpu
Slide 17: NBMSiDE™: Performance Advantage
NBMSiDE™: Performance Advantage Long Lasting NBMSiDE Silicon Anodes for EVs – Minimal Volume Expansion During Use Silicon Anode Performance Comparison Chart 70% – 80% Initial Capacity Initial Manufacturing Higher Initial Energy Capacity Products ( mAh/g ) Coulombic Efficiency ( % ) Type Cost compare
Slide 18: NBMSiDE™: Performance Advantage
NBMSiDE™: Performance Advantage Robust Durability & Ultra-Fast Charging – Performance Reliability & Charging-Time Relief Robust Structural Durability for Electronics Applications Ultra-Fast Charging through Nanocoating Conventional Si Anode Conventional Silicon Anode NBMSiDE™ Robust NBMSiDE™ Solves
Slide 19: Silicon Anode: Competitor Comparison
Silicon Anode: Competitor Comparison Cost Innovations Through Non-Vacuum, Wet Nanocoating System NBMSiDE™ Silicon Polymer-Coated Silicon/Carbon Silicon Oxide Silicon Polymer-Coated Nano/Micro-Sized Carbide Composite (SiOx) Nanoparticles Si Nanoparticles Metal Silicon Performance Levels High Mid Low
Slide 20: Commercialization Pathway
Advantage of MLIT Proposal Commercialization Pathway 20
Slide 21: Business Model
Business Model 1. In-House Manufacturing + JV Expansion 2. Process Licensing Agreements [Initial Step] South Korean Commercial Plant → Full Capacity: 5,000 T/year [Next Step] North America + Europe Expansion with JV Partners Licensing Agreement Battery Manufacturers EV OEM 21
Slide 22: Validation Pipeline + Major Catalysts
Validation Pipeline + Major Catalysts Business Development & Network Global Battery Manufacturers ~60 Electric Vehicle Automakers Relationships Established within Battery Industry Chemical Material Companies NBMSiDE™ Validation Expected Milestones Joint Development Agreement Optimized Feedback Offta
Slide 23: Commercial Plant Progress
Commercial Plant Progress Binding Contract with Preferred Contractor + Ground Break in Mid-August 2023 ❖ Plant Completion by First Half of 2024 ❖ Initial Site Clearance & Civil Engineering ❖ Detailed Design Process 23
Slide 24: Commercial Plant Economic Analysis
Commercial Plant Economic Analysis South Korean Silicon Anode Commercial Plant Construction Phase Expansion Phase I - 2024 Phase II - 2025 Phase III - 2026 Phase IV – 2027-28 Timeline Maximum Annual Production 240 TPA 1,000 TPA 2,500 TPA 5,000 TPA Capacity (in tonnes per annum) Financial Criterion F
Slide 25: Financing & Expansion Strategy
Financing & Expansion Strategy Financial Position South Korean Strategic Debt Non-Dilutive Funding Financing + Investments Funded Expansion Joint Venture Activities 25
Slide 26: Share Performance & Structure
Share Performance & Structure 1-Year Historical Price Performance 07/05/2023 Binding Agreement with Preferred $0.50 Contractor for Commercial Plant Financial Overview $0.45 03/06/2023 $0.40 12/29/2022 Appoints Chief (as of July 10, 2023) Signs MOU with High-Purity Silicon Technology Officer Waste Re
Slide 27: For More Information:
For More Information: Website: www.neobatterymaterials.com Address: Suite 700, 838 West Hastings Street, Vancouver, B.C. V6C 0A6 Email: [email protected] 27
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