EcoGraf (EGR) Corporate Presentation summary

Business overview and strategy

• Vertically integrated model spans upstream mining, midstream mechanical shaping, downstream purification, and recycling for battery anode materials.

• Focus on high-purity graphite products for lithium-ion batteries and advanced manufacturing.

• Epanko Graphite Project is the flagship asset, with additional projects in Tanzania.

• Emphasis on circular economy through recycling and sustainable practices.

• Expansion plans include scaling production and developing facilities in key global markets.

Project portfolio and development

• Epanko is the largest development-ready graphite project in Africa, with 290.8 Mt at 7.2% TGC and 82% of reserves classified as Proven.

• 'Life of Mine' Special Mining Licence covers 5.5km of deposit, supporting an initial 18-year mine life.

• Stage 1 targets 73,000tpa, with infrastructure supporting expansion to 300,000tpa.

• Mechanical shaping facility designed for 20,000tpa, with US$58.6m capex and $419/t opex.

• Downstream purification uses proprietary HFfree® technology, with global expansion under evaluation.

Financials and corporate structure

• Market capitalisation of A$140.7M and share price of A$0.31 as of April 2025.

• 454M shares on issue and A$17.6M cash balance as of December 2024.

• Major shareholders: Board & Management (41%), BNP Nominee (5.4%), others (53.6%).

• KfW IPEX-Bank mandated for up to US$105m UFK loan for Epanko development.

• Framework agreement signed with Tanzanian government.