EcoGraf (EGR) Corporate Presentation summary

Business model and strategy

• Building a vertically integrated battery anode materials business, spanning mining, processing, purification, and recycling of high-purity graphite for lithium-ion batteries and advanced manufacturing markets.

• Operations structured as upstream (mining), midstream (mechanical shaping), downstream (purification), and recycling, with proprietary HFfree® purification technology.

• Focus on supporting the circular economy through anode recycling and sustainable supply chains.

• Expansion plans include global purification facilities and value addition in Tanzania, aligned with government strategies.

Project portfolio and development

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

• Stage 1 targets 73,000 tpa of natural flake graphite, with expansion options up to 300,000 tpa.

• Special Mining License covers 5.5 km of the deposit, with robust infrastructure including power, water, and transport links.

• KfW IPEX-Bank mandated for up to US$105m UFK loan; EPCM contract underway and compliance with Equator Principles and IFC standards.

Market drivers and positioning

• Global EV adoption, supply chain regionalization, and ESG requirements are driving demand for new anode material supply.

• Legislation such as the EU Green Deal and Critical Raw Materials Act, and Chinese export controls, are reshaping supply chains.

• Strategic location in Tanzania benefits from new infrastructure, renewable power, and proximity to key transport corridors.