Delivering the Graphene Revolution - Driving Industrial Scale Adoption of Graphene - First Graphene
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Delivering the Graphene Revolution
Driving Industrial Scale Adoption of Graphene
March 2021
Focusing on two main areas of business development
1. Continued Commercialisation of PureGRAPH® Range of Graphene Products
Having achieved the milestones of commercial production capacity of high quality
graphene products, the overriding objective is to build the sales book through
engagement with customers to educate them;
• on the benefits that graphene can offer the, and to
• design additive methodology to effective use graphene in their product ranges
2. Research and Development of Alternative Energy Applications
It is widely believed that use of graphene will significantly improve the efficiency of a
number of alternative energy applications such as solar power collection devices,
advanced supercapacitor materials, alternatives to spheronised graphite in batteries and
a new process for the manufacture of green hydrogen. First Graphene is actively
developing these technologies in collaboration with leading universities
March 2021
FIRST GRAPHENE Delivering the Graphene Revolution • World leading graphene manufacturer based in Perth, Western Australia. • High performing PureGRAPH® products creating value in composites, elastomers, fire retardancy and construction materials. • Robust 100 tonne/yr manufacturing facility - built and operational today. • New substance registration European (REACH) in place and Australian (AICIS) in place. USA Active membership of ISO standards committee for graphene registration. EPA registration in progress. • Publicly listed in Australia (ASX:FGR) with a primary manufacturing base in Henderson, near Perth, WA. • Tier 1 partner at the Graphene Engineering and Innovation Centre (GEIC), Manchester, UK.
FINANCIALS: Issued Capital and Share Price Chart
The lowest risk exposure to the graphene business
Share price (5 March 2021) A$0.24
Issued shares – fully paid 535m
Listed options (25c) August 2021 101m
Unlisted options – (18c) – expiry 2.0m
February 2022
Unlisted options (25c) – expiry 15.0m
November 2023
12-month price range (A$) 0.06c – 0.33c
Market capitalisation ~A$128
Cash - 31 December 2020 A$4.9m
One year share chart – Source ASX and Westpac
Experienced Board & Management
Board of Directors
Warwick Grigor • Respected and experience mining analyst
Non-Executive Chairman • Graduate of the Australian National University. Degrees in
law and economic
• Previously Chairman of Cannacord Genuity Australia Ltd
Peter Youd • Chartered Accountant with extensive experience within mineral
Executive Director & Chief Financial Officer resources, oil & gas services, mining & technology industries
• Over 35 years as a senior manager and directorships of publicly
listed and private companies in Australia and overseas.
Experienced Board & Management
Board of Directors
Dr Andy Goodwin • Ph.D. scientist with extensive leadership experience in innovation
Non-Executive Director and new business growth with the speciality chemicals industry
• Strong technical and financial skills – PhD scientist with business
school training
• Global Science & Technology Manager – Solar, Dow Corning
Corporation in USA
Michael Quinert • Founding partner of Quinert Rodda Lawyers
Non Executive Director
• Focus on capital raising and listing rule compliance
• Over 20 years of being successfully involved with a number of
ASX-listed companies in the capacity as legal counsel and as a
director, in the mining and technology sectors
• Non-Executive Chairman of West Wits Mining Ltd.
Experienced Board & Management
Senior Management
Michael Bell • Bachelor of Science - Physics, Management Science
Chief Executive Officer University of Canterbury, New Zealand
• Former Senior Vice President – ST Engineering Group
Singapore
Paul Ladislaus • Chartered Chemical Engineer with 20 years’ experience in
Chief Technology Officer operational, design, project management and research and
(Manchester) development roles in the Chemicals Industry
• Master’s Degree in Chemical Engineering from the University of
Cambridge
David Bennett • Bachelor of Science, Flinders University, Adelaide, SA
General Manager – Process Operations • Senior management roles in Australian & USA based drilling fluid
(Henderson) entities
• Strong skills in OH&S and operational oversight
Commercialisation Steps – Existing Sales Agreements
Production Capacity Up to 10 tonnes • Manufacturing break even at 6,000kg
per annum
3,000,000
(Based on costs for 10 tonnes per annum production)
• Current customers contracted to 5,500
2,500,000 C2
C1 Production Costs kg per annum
(To maintain exclusivity in their field or their product)
2,000,000
• planarTECH – have taken 200kg during
Total Cost/Revenue per annum
Aquatic Leisure Technologies
2020. Looking to increase PPE
1,500,000
production during 2021
• Steel Blue - launching March 2021
1,000,000 Steel Blue
• Aquatic Leisure Technologies –
500,000
launching March 2021
PlanarTECH • Multiple customer evaluations
0 - underway, with two significant
- 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000
customers close to qualification and
Units Produced per annum (kilos) contracting
Revenue - Signed Contracts Revenue - Upcoming Contracts
First Graphene - Core Capabilities
Driving the Industrial Scale Adoption of Graphene
Vein graphite RMs Electrochemical Industrial Finishing Quality Assurance
Exfoliation
• Captive – ensures • High Yield • Well established • 6-sigma approach
reliability • Single Step • Controlled Quality • Industry leading
• No processing at mine • Unique to FGR • Finishing Options measurement
• In-house stock • Scalable/Low Cost • Scalable/Low Cost techniques
• Low metals • Low waste • Low Waste • ISO/TC229 aligned
• Large graphene plates • At-line testing
• C of A for each batch
Why PureGRAPH®? Delivering the Graphene Revolution • PureGRAPH® is the highest performing graphene additive available at tonnage quantities. • The PureGRAPH® advantage is that it is easily dispersed, delivering multiple benefits. • PureGRAPH® powders contain pristine, high aspect ratio platelets with typical thickness of 5-10 carbon layers. • Lateral sizes are carefully controlled in the PureGRAPH® range at 5µm, 10µm and 20µm ensuring consistent and repeatable performance. • PureGRAPH® is high purity carbon with
PureGRAPH® Best Quality Products:
Using ISO/TS 80004-13:2007 and BSI guidelines
Raman 2D band analysis: Transmission Electron
Microscopy (TEM):
• 2D band provides PureGRAPH® 5
information on number of
sp2 layers.
• Analysis to NPL best
• Published literature1 states
practice guide3 which
that absence of graphitic
band indicates < ca. 5 isolates primary particles.
carbon layer. • TEM shows high content of
• Bulk powder sampling Few Layer Graphene(FLG)
method used2. platelets.
• As expected there is a
Conclusion: range of platelet diameters.
Average GNP thickness is < 10 • Example shown is a 4 um
layers FLG showing smaller < 1
Scanning Electron um FLGs
Microscopy (SEM): Conclusion:
PureGRAPH® 5 Product contains high levels
of FLGs.
• SEM analysis of
PureGRAPH® powders.
• Direct analysis of
secondary powder
particles.
Conclusion:
1. Ferrari, A. C. et al. Raman spectrum of graphene and graphene layers. Phys. Rev. Lett.
High aspect ratio GNP
97, 187401, (2006). particles with little
2. IRDG 222 Meeting and Poster Session, 20th December 2018, UCL, London agglomeration.
3. National Physical Laboratory Good Practice Guide 145
Sizes correlate well with PSD
data.PureGRAPH® Applications
Delivering the Graphene Revolution
Elastomers
Fibre Reinforced Composites
Thermally Conductive Coatings
Fire Retardant Coatings
Concrete Composites
Supercapacitors, anode material
Enhanced fabrics
Improved natural rubber performanceElastomers
Safety Boots – Steel Blue
Components Improved using PureGRAPH® :
• Scuff Cap
• Outsole
• Met Guard
• Toe Cap
• Midsole
L-R: Ross Fitzgerald (Founder - Steel Blue), Neil Wright (Head
of Product Innovation – Steel Blue, Lynley Papineau
(Managing Director - Aquatic Leisure Technologies), Mark
McGowan (Western Australian State Premier)Elastomers
Safety Boots – Steel Blue
PureGRAPH® 20 Agglomerates are well dispersed
SEM High magnification - GEICElastomers
Wear Liners – Mining & mineral handling industries
Elastomers:
• Easily dispersed
• Increased strength
• Supreme abrasion resistance
• Improved fire retardancy1
PureGRAPH® enhanced ArmourGRAPH™ reclaimer bucket liners
installed at Pilbara WA. Typical liner mass is 200kg.
TDI based polyurethane thermoset withComposites
Light-weighting and water resistance
Composites:
• Increased strength (> 30%)
• Light-weighting (> 30%)
• Increased water resistance
• Improved fire retardancy
• Simplified manufacture
• Overall reduced cost
Flexural stress/strength performance measured by ASTM D7264 three
point bending.
Chopped glass fibre reinforced polyester-styrene resin with peroxide
initiator.
PureGRAPH® additives mixed into resin prior to lay-up.Thermally Conductive Coatings
Thermal Diffusivity measured by
Thermal Conductivity in Protective Laser Flash within the GEIC
Coatings laboratories, University of
Manchester.
• Organic coatings enhance the longevity of Coated metal substrates were
metal substrates but reduce the thermal analysed directly.
conductivity.
• PureGRAPH® additives offer a simple
method to increase thermal conductivity.
• Thermal Diffusivity across the coated
substrate is increased by a factor of 7x in
this system. Linear correlation between Thermal
Diffusivity and PureGRAPH® loading
is observed.Fire Retardancy
FireStop™ Paint/Coating
Fire Retardancy: FireStop™
• Self-extinguishing
• Barrier to flammable volatiles
• Non-toxic vs existing FR solutions
• Under development in rubbers, plastics and
composites
FireStop™ timber coating
University of Adelaide research indicates formation of gas barrier – reducing release of UL94=V0 and LOI = >40 on balsa.
flammable, volatile organics as charring begins.Construction
Stronger, lighter, greener concrete
• After water, concrete is the most widely used material in
the world. Improved longevity:
• The use of cement-based concrete contributes ca. 8% of • Reduced water and ion permeability.
global CO2 emissions1.
• Leading to reduced microcracking, thermal expansion,
re-bar corrosion thus improved lifetimes.
Graphene enhanced concrete:
• Stronger and lighter concrete structures
• +34% in compressive strength2
• +27% in tensile strength2
• Potential reduction in carbon footprint
1. https://www.chathamhouse.org/about/structure/eer-department/innovation-low-carbon-cement-and-concrete
2. With 0.02% w/w PureGRAPH®Energy Storage
Supercapacitors – Disruptive New High Capacitance Materials
• Metal Oxide decorated graphenes from Electrochemical
processing
• High electrical capacity, microporous graphene materials decorated
with transition metal oxides, with capacitance up to 500 Farads/g.
• Manufactured directly from graphite using First Graphene’s existing
process capability, currently scaled at 100 tonne/year.
• Patented know-how.
• Exclusive licence signed with The University of Manchester
• Pilot scale evaluation successfully completed in 2020.
• About Supercapacitors:
• Rapidly growing market US$2.2 Billion by 2022
• High power density with rapid charge and discharge
• High performing at high/low temperatures with excellent lifespan. (C–G) STEM-HAADF images of the MnO2 functionalized graphene sample obtained
by electrochemical exfoliation of graphite in 0.02 M Mn(NO3)2 and 0.5M
Na2SO4(aq). From Andinet Ejigu,* Kazunori Fujisawa, Ben F. Spencer, Bin
Wang, Mauricio Terrones, Ian A. Kinloch, and Robert A. W. Dryfe*Adv. Funct.
Mater. 2018, 28, 1804357Summary and Strategic Roadmap
Energy Storage
Program for multi-kg scale-up
Concrete
Trials at scale with customers
Fire Retardants
Prototype formulations in testing. • First Graphene continues to make excellent
progress against our strategic roadmap.
Glass Fibre Composites • Successful tonnage sales in polymer
Final qualifications with lead customers strengthening and wear resistance.
Elastomers • Qualifying trials with composites and concrete.
Tonnage sales in 2020
• Progress in novel supercapacitor and battery
materialsThe Investment Opportunity
Having spent approximately $30m over five years to become the
world leader of high quality, bulk graphene suitable for delivery into
manufacturing industries, First Graphene is on the cusp of
operating breakeven levels as it embarks upon what promises to be
a very steep growth curve.
Additionally, it continues to develop a range of applications using
graphene in a number of improved alternative energy storage
devices ranging from solar energy collection, through to advanced
supercapacitor materials, alternatives to spheronised graphite in
battery anode materials and a new process for the manufacture of
green hydrogen.
March 2021Forward Looking Statements & Disclaimer
• This presentation has been prepared by First Graphene Limited (ACN 007 870 760) (“Issuer”) for the sole purpose of providing an overview of its current prospects and proposed
development strategy to recipients (“Recipient”). This presentation and its contents are provided to the Recipient in confidence and may not be reproduced or disclosed in whole or in part
to any other person, without the written consent of the Issuer.
• The presentation is based on information available to the Issuer as at the date of the presentation. The information contained in this presentation has not been verified by the Issuer nor
has the Issuer conducted any due diligence in relation to that information. The presentation contains selected information and does not purport to be all inclusive or to contain all
information that may be relevant to the Recipient. The Recipient acknowledges that circumstances may change and this presentation may become outdated as a result. The Issuer
accepts no obligation to update or correct this presentation.
• This document includes forward-looking statements. When used in this document, the words such as "could," “plan," "estimate," "expect," "intend," "may," "potential," "should," and
similar expressions are forward-looking statements. Although the Issuer believes that the expectations reflected in these forward-looking statements are reasonable, such statements
involve risks and uncertainties, and no assurance can be given that actual results will be consistent with these forward-looking statements.
• No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this
presentation. To the maximum extent permitted by law, none of the Issuer, its directors, employees or agents, advisers, nor any other person accepts any liability for any loss arising
from the use of this presentation or its contents or otherwise arising in connection with it, including, without limitation, any liability arising from fault or negligence on the part of the Issuer
or its directors, employees or agents. Nothing in this Presentation is a promise or representation as to the future. Statements or assumptions in this presentation as to future matters
may prove to be incorrect and differences may be material. The Issuer does not make any representation or warranty as to the accuracy of such statements or assumptions.
• The information in this presentation does not take into account the investment objectives, financial situation and particular needs of any Recipient. The Recipient should not make an
investment decision on the basis of this presentation alone and the Recipient should conduct its own independent investigation and assessment of the content of this presentation.
Nothing in this presentation constitutes financial product, investment, legal, tax or other advice. Nothing in this presentation should be construed as a solicitation to buy or sell any security
or to engage or refrain from engaging in any dealing in any security.
• Photographs, maps, charts, diagrams and schematic drawings appearing in this presentation are owned by and have been prepared by or commissioned by the Issuer, unless otherwise
stated. Maps and diagrams used in the presentation are illustrative only and may not be drawn to scale. Unless otherwise stated, all data contained in charts, graphs and tables is based
on information available at the date of this presentation. By accepting this presentation the Recipient agrees to be bound by the foregoing statements.Corporate Headquarters Global R&D & Marketing
& Manufacturing Plant First Graphene (UK) Ltd
First Graphene Ltd Graphene Engineering & Innovation
1 Sepia Close Centre
Henderson The University of Manchester
WA 6166 Sackville Street
Australia Manchester
M13 9PL, United Kingdom
Phone: +61 1300 660 448 Phone: +44 (0)161 826 2350
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