NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Hexagon Resources — Corporate Update (September 2019)
34 slides from NH3 Clean Energy's corporate update, Sep 23, 2019
Slide 1: Corporate Update; Next-Generation Graphite Starts Here
ASX:HXG ASX Announcement 23 September 2019 Corporate Update; Next-Generation Graphite Starts Here. Hexagon Resources Limited (ASX:HXG) (Hexagon or the Company) would like to provide an update on its corporate strategy, in particular further detail to its downstream graphite transformation business d
Slide 2: Corporate Strategy Update
Hexagon Resources Limited Corporate Strategy Update September 23, 2019 Next-Generation Graphite Starts Here. ASX:HXG HEXAGON
Slide 3: Important Notices
Important Notices 2 DISCLAIMER The purpose of this presentation is to provide background information to assist in obtaining a general understanding of the Company's proposals and objectives. This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking
Slide 4: Graphite Upstream: A Buyers' Market
Graphite Upstream 3 A Buyers’ Market Product — depressed prices, ongoing and significant oversupply; excess capacity; incumbents can ramp-up/expand production quicker and at lower cost than a new entrant ever could Mine Development — oversaturated space and limited-value creation opportunities for s
Slide 5: Graphite Downstream: A Sellers' Market
Graphite Downstream 4 A Sellers’ Market Products Multiple product opportunities (not just batteries); strong pricing, robust margins, significant long- term demand, several additional growth opportunities Transformational Technology Manufacturing Insufficient downstream capacity to meet demand; sign
Slide 6: HXG's value is in its demonstrated ability to transform graphite
5 HXG’s value is in its demonstrated ability to transform graphite into specialty downstream products HXG’s Li-ion Coated Anode Graphite HEXAGON
Slide 7: HXG Downstream Growth Strategy
HXG Downstream Growth Strategy 6 Objectives 1. Value-creative utilisation of HXG’s assets 2. Create new and sustained shareholder value 3. Maximise value; generate future cash flows quickly and efficiently 4. Successfully identify, effectively manage, accurately measure, and develop near-term downst
Slide 8: HXG Downstream Growth Strategy: Go-to-Market Strategy
HXG Downstream Growth Strategy 7 Go-to-Market Strategy • Detailed, complete, commercialisable, enduring • Accelerated qualification timelines, providing significant opportunities as an early-mover • Commercialising downstream technologies and expertise to transform graphite into high-value end produ
Slide 9: HXG Downstream Growth Strategy
HXG Downstream Growth Strategy 8 HEXAGON Potentially Binding transformative Commercial US graphite Agreement downstream opportunity Executed currently under announcement review Rare Earth forthcoming Graphite Elements (REEs) HEXAGON
Slide 10: HXG's Antioxidant Conductivity Enhancement Additive
9 HXG’s Antioxidant Conductivity Enhancement Additive HEXAGON
Slide 11: HXG Product Demand Drivers
HXG Product Demand Drivers 10 Defence Renewable Industrial & Energy Storage Electric Energy Energy Transportation HEXAGON
Slide 12: HXG Downstream Growth Strategy
HXG Downstream Growth Strategy 11 HXG’s ‘Go-to-Market’ US downstream business strategy is based on extensive input and guidance from battery-industry leaders • Driven by major end users • Not reliant on upstream development activities • HXG has gained an intimate knowledge of major potential custome
Slide 13: Battery Customer Requirements
Battery Customer Requirements 12 Source Product Familiarity Performance Testing Data Optionality Optionality and Safety & Scalability Customers require Customers require Customers require Customers require Customers require products derived from a suite of natural, specialty graphite extensive mater
Slide 14: Responding to Current Market Needs
Responding to Current Market Needs 13 • HXG’s extensive downstream graphite product testing is of critical import and will drive sales (will demonstrate commercial Battery Cell Testing* suitability, product electrochemical/electric Graphite (HXG IP) quality and performance, stability, long-term Prod
Slide 15: HXG's Synthetic Graphite
14 HXG’s Synthetic Graphite HEXAGON
Slide 16: Responding to Current Market Needs
Responding to Current Market Needs 15 Ready to address customers today HXG’s unique, go-to-market strategy is based on commercially available feedstocks, transformed utilising only proven commercial technologies already approved and understood by end users to sell into markets as quickly as possible
Slide 17: HXG Competitive Advantages
HXG Competitive Advantages 16 Speed to Market & Revenues HEXAGON Go-To-Market Strategy Product Diversification; Addressing Multiple Markets Now Accelerated Qualification Timelines Leading Technical Expertise & Commercial Partners Business Plan Established Relationships with Industry & End Users Comp
Slide 18: HXG's Expanded Graphite
17 HXG’s Expanded Graphite HEXAGON
Slide 19: HXG Competitive Advantages
HXG Competitive Advantages 18 Speed to Market & Revenues • Commercialising downstream technologies and expertise to transform graphite into high-value end products by building on HXG’s significant development work • Utilising established downstream technologies already accepted by end users • Techni
Slide 20: HXG Competitive Advantages
HXG Competitive Advantages 19 Accelerated Qualification Timelines • Commercialising downstream technologies and expertise to transform graphite into high-value end products by building on HXG’s significant development work • Utilising established downstream technologies already accepted by end users
Slide 21: HXG Competitive Advantages
HXG Competitive Advantages 20 Established Relationships with Industry & End Users • Business strategy is based on extensive input and guidance from battery-industry leaders • Extensive knowledge of major potential customers’ immediate and future needs • Relationships with world-leading battery manuf
Slide 22: HXG Graphite Downstream Technical Accomplishments
21 HXG Graphite Downstream Technical Accomplishments
Slide 23: Battery-Grade Purification
Battery-Grade Purification 22 Produced ≥99.99% C purified natural-flake graphite concentrate via thermal purification • Battery applications require a net purity of ≥99.95% C Applications: all high-value downstream graphite products HEXAGON
Slide 24: Li-ion Coated Anode Graphite
Li-ion Coated Anode Graphite 23 Manufactured Li-ion battery anode graphite materials • Purified natural graphite concentrate to ≥99.99% C • Milled (sized) • Spheroidised (shaped; high yield) • Surface treated (coated) • Produced sizes ranging from D50 7 to 25 microns • Performance testing in Li-ion
Slide 25: Cathode Conductivity Enhancement Graphite
Cathode Conductivity Enhancement Graphite 24 Manufactured battery cathode conductivity enhancement graphite (CEG) materials • Purified natural graphite concentrate to ≥99.99% C • Produced expandable graphite (graphite intercalation) • Produced expanded graphite (thermal shock) • Milled expanded grap
Slide 26: Antioxidant Conductivity Enhancement Additive
Antioxidant Conductivity Enhancement Additive 25 Manufactured antioxidant conductivity enhancement additives for graphite electrodes • High-performance purified natural graphite additive to increase electrical and thermal performance, while extending life in synthetic graphite electrodes in electric
Slide 27: Expandable & Expanded Graphite
Expandable & Expanded Graphite 26 Manufactured expanded/expandable graphite materials • Purified natural graphite concentrate to ≥99.99% C • Produced expandable graphite (graphite intercalation) • Produced expanded graphite (thermal shock exfoliation) with significant expansion factor Applications:
Slide 28: Synthetic Industrial Diamonds
Synthetic Industrial Diamonds 27 Manufactured synthetic industrial diamonds • High Pressure High Temperature (HPHT) synthesis of cultured diamonds produced from natural graphite flake Applications: various industrial applications (cutting, grinding and polishing media) and active and passive semicon
Slide 29: Charles Whitfield, Chairman
Charles Whitfield 28 Chairman The Principal Investment Officer at Drumrock Capital, Mr. Whitfield has extensive experience in both the battery resource sector and in the development of specialty mineral projects and companies. Previous to joining Hexagon, Charles undertook the turnaround and progres
Slide 30: Mike Rosenstreich, CEO & Managing Director
Mike Rosenstreich 29 CEO & Managing Director Mr. Rosenstreich is an international mining executive with more than 30 years’ experience, including 13 years as an exploration and mine geologist with Homestake Gold and Dominion Mining, 6 years Corporate Finance with Rothschild Australia, 9 years as fou
Slide 31: Dr. Gareth Hatch, Senior Technical Advisor
Dr. Gareth Hatch 30 Senior Technical Advisor Dr. Hatch is the CEO, Chairman and Co-Founder of Innovation Metals Corp. (IMC) and co-inventor of the RapidSX™ technology to separate and purify rare-earth elements (REEs). He was previously Interim CEO and Director of TSX Venture- listed Alabama Graphite
Slide 32: HXG's Graphite Concentrate
31 HXG’s Graphite Concentrate HEXAGON
Slide 33: Contact
Contact 32 Hexagon Resources Limited Mike Rosenstreich Managing Director [email protected] +61 (08) 6244 0349 www.hexagonresources.com ASX:HXG HEXAGON
Slide 34: Next-Generation Graphite Starts Here
Next-Generation Graphite Starts Here. HEXAGON
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