EcoGraf (EGR) AGM 2024 Presentation summary

Business overview and strategy

• Vertically integrated battery anode materials business targeting high purity graphite for lithium-ion batteries and advanced manufacturing markets.

• Operations span upstream mining, midstream mechanical shaping, downstream purification, and recycling.

• Proprietary EcoGraf HFfree™ purification technology enables low-emission, high-purity graphite production and supports anode recycling.

• Focus on circular economy and sustainable raw materials, with facilities in Tanzania and Australia.

• Strategic expansion into Europe, North America, and Asia to meet global demand.

Corporate and financial snapshot

• Market capitalization of A$36.3M, share price A$0.08, and cash balance of A$21.4M as of late November 2024.

• 454M shares on issue, with 31% held by board and management.

• Listed on ASX (EGR) and Frankfurt Stock Exchange (FMK).

• Key projects and facilities located in Australia and Tanzania.

Project development and achievements

• KfW IPEX-Bank mandated for up to US$105M UFK loan for Epanko Graphite Project construction.

• 82% of Epanko Ore Reserves classified as Proven; new mine design enables phased expansion to 300,000 tpa.

• Product Qualification Facility for purification built and commissioned in Perth.

• Collaboration with BASF on anode recycling and A$13.5M gold farm-in agreement with AngloGold Ashanti.