This presentation provides an overview of Mason Graphite's Lac Guéret Flake Graphite Project in Quebec, Canada. Key highlights include:
- The project has a 25-year mine life based on reserves from just 7% of measured and indicated resources.
- The feasibility study shows strong economics including a pre-tax IRR of 44% and payback period of 2.3 years.
- Mason Graphite has over 50 years of graphite experience and is partnering with graphene leader NanoXplore for offtake.
- Permitting is well advanced with final permit expected in early 2018 and construction to begin thereafter.
- Engineering updates in 2017 improved the project layout, processing, and tail
Llg corporate presentation december 2017masongraphite
This presentation provides an overview of the Lac Guéret Flake Graphite Project. Key points include:
- The project has robust economics based on a feasibility study, including an after-tax IRR of 34% and payback period of 2.6 years.
- The project has a 25 year mine life using only 7% of current measured and indicated resources.
- The management team has extensive experience in the graphite industry and processing from previous roles at Timcal and Imerys Graphite & Carbon.
- The project benefits from local support and permits are expected in early 2018.
Llg corporate presentation november 2017masongraphite
The document is a corporate presentation from Mason Graphite regarding their Lac Guéret Flake Graphite Project. Some key points:
- The feasibility study shows strong economics for the project, with an IRR of 44% pre-tax and 25 years of mine life using only 7% of measured and indicated resources.
- Mason Graphite has extensive experience in graphite production and their management team has decades of experience in the industry.
- Flake graphite has the most applications of the three natural graphite types due to its purity and flake size/shape. It commands the highest prices but has the lowest supply.
- The Lac Guéret deposit has an average grade of 27.
Llg corporate presentation november 2017masongraphite
This document provides an overview of the Lac Guéret Flake Graphite Project being developed by LLG Minerals. It discusses the project's high grade graphite deposit, experienced management team with expertise in graphite production, robust economics from the feasibility study showing strong returns, and the company's work on developing value-added graphite products. Key highlights include projected 34% post-tax IRR, 2.6 year payback period, 25 year mine life using only 7% of resources, and management's experience with Timcal/Imerys gives them confidence in the feasibility study results.
Llg corporate presentation october 2017masongraphite
The document presents Lac Guéret Flake Graphite Project, outlining its robust economics including an internal rate of return of 44% and payback period of 2.3 years based on the feasibility study. It highlights the high-grade nature of the graphite deposit and experienced management team with expertise in graphite production. The project aims to be one of the lowest cost producers of graphite and is advancing work on value-added graphite products.
The document is a corporate presentation from Mason Graphite regarding their Lac Guéret Flake Graphite Project. It highlights key details of the project's feasibility study results including an internal rate of return of 44% (pre-tax), net present value of $600 million (pre-tax), operating costs of $376 per tonne, and a 25-year mine life. It also outlines Mason Graphite's management team which has extensive experience in the graphite industry, as well as the key advantages of the project including its high-grade flake graphite resource of over 17% carbon.
This document provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- The project has robust economics based on a feasibility study, including an IRR of 44% pre-tax and a 2.3 year payback period.
- Mason Graphite has extensive experience in graphite production and processing which gives them confidence in the feasibility study results.
- The project has received strong social acceptance from local communities and aims to be one of the lowest cost graphite producers.
- Mason Graphite is advancing work on value-added graphite products for batteries and conductive applications.
The document is a corporate presentation from Mason Graphite that provides an overview of their Lac Guéret Flake Graphite Project. Some key points:
- A feasibility study showed robust economics for the project, including an IRR of 44% pre-tax and 34% post-tax, and an NPV of $600 million pre-tax and $352 million post-tax.
- The project has a planned 25 year mine life using only 7% of measured and indicated resources, which have a grade of 17.2% carbon.
- Mason Graphite intends to become a producer of value-added graphite products through further downstream processing, working with the National Research Council of Canada.
- The document is a corporate presentation from Mason Graphite discussing their Lac Guéret Flake Graphite Project.
- Key highlights include the project having robust economics based on a feasibility study, with an after-tax IRR of 34% and NPV of $352 million using only 7% of the measured and indicated mineral resources.
- Mason Graphite aims to be one of the lowest cost graphite producers in the world, with an operating cost of $376 per tonne and the highest grade flake graphite deposit.
Llg corporate presentation december 2017masongraphite
This presentation provides an overview of the Lac Guéret Flake Graphite Project. Key points include:
- The project has robust economics based on a feasibility study, including an after-tax IRR of 34% and payback period of 2.6 years.
- The project has a 25 year mine life using only 7% of current measured and indicated resources.
- The management team has extensive experience in the graphite industry and processing from previous roles at Timcal and Imerys Graphite & Carbon.
- The project benefits from local support and permits are expected in early 2018.
Llg corporate presentation november 2017masongraphite
The document is a corporate presentation from Mason Graphite regarding their Lac Guéret Flake Graphite Project. Some key points:
- The feasibility study shows strong economics for the project, with an IRR of 44% pre-tax and 25 years of mine life using only 7% of measured and indicated resources.
- Mason Graphite has extensive experience in graphite production and their management team has decades of experience in the industry.
- Flake graphite has the most applications of the three natural graphite types due to its purity and flake size/shape. It commands the highest prices but has the lowest supply.
- The Lac Guéret deposit has an average grade of 27.
Llg corporate presentation november 2017masongraphite
This document provides an overview of the Lac Guéret Flake Graphite Project being developed by LLG Minerals. It discusses the project's high grade graphite deposit, experienced management team with expertise in graphite production, robust economics from the feasibility study showing strong returns, and the company's work on developing value-added graphite products. Key highlights include projected 34% post-tax IRR, 2.6 year payback period, 25 year mine life using only 7% of resources, and management's experience with Timcal/Imerys gives them confidence in the feasibility study results.
Llg corporate presentation october 2017masongraphite
The document presents Lac Guéret Flake Graphite Project, outlining its robust economics including an internal rate of return of 44% and payback period of 2.3 years based on the feasibility study. It highlights the high-grade nature of the graphite deposit and experienced management team with expertise in graphite production. The project aims to be one of the lowest cost producers of graphite and is advancing work on value-added graphite products.
The document is a corporate presentation from Mason Graphite regarding their Lac Guéret Flake Graphite Project. It highlights key details of the project's feasibility study results including an internal rate of return of 44% (pre-tax), net present value of $600 million (pre-tax), operating costs of $376 per tonne, and a 25-year mine life. It also outlines Mason Graphite's management team which has extensive experience in the graphite industry, as well as the key advantages of the project including its high-grade flake graphite resource of over 17% carbon.
This document provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- The project has robust economics based on a feasibility study, including an IRR of 44% pre-tax and a 2.3 year payback period.
- Mason Graphite has extensive experience in graphite production and processing which gives them confidence in the feasibility study results.
- The project has received strong social acceptance from local communities and aims to be one of the lowest cost graphite producers.
- Mason Graphite is advancing work on value-added graphite products for batteries and conductive applications.
The document is a corporate presentation from Mason Graphite that provides an overview of their Lac Guéret Flake Graphite Project. Some key points:
- A feasibility study showed robust economics for the project, including an IRR of 44% pre-tax and 34% post-tax, and an NPV of $600 million pre-tax and $352 million post-tax.
- The project has a planned 25 year mine life using only 7% of measured and indicated resources, which have a grade of 17.2% carbon.
- Mason Graphite intends to become a producer of value-added graphite products through further downstream processing, working with the National Research Council of Canada.
- The document is a corporate presentation from Mason Graphite discussing their Lac Guéret Flake Graphite Project.
- Key highlights include the project having robust economics based on a feasibility study, with an after-tax IRR of 34% and NPV of $352 million using only 7% of the measured and indicated mineral resources.
- Mason Graphite aims to be one of the lowest cost graphite producers in the world, with an operating cost of $376 per tonne and the highest grade flake graphite deposit.
The document is a corporate presentation from Mason Graphite regarding their Lac Guéret Flake Graphite Project. It provides an overview of the project's robust economics as shown in the feasibility study, including an internal rate of return of 44% (pre-tax) and a payback period of 2.3 years (pre-tax). It also highlights Mason Graphite's experienced management team with extensive experience in the graphite industry. The presentation establishes Lac Guéret as one of the highest grade graphite deposits in the world, which is important for meeting customer specifications and achieving competitive operating costs.
The document provides an overview of Mason Graphite Inc. and its Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics for the project, including a 34% post-tax IRR and $352 million post-tax NPV.
- The project is expected to produce graphite concentrates at an operating cost of $376/tonne over a 25-year mine life.
- Mason Graphite's management team has extensive experience in the graphite and mining industries from previous roles at Imerys Graphite & Carbon and Stratmin Graphite.
The presentation provides an overview of the Lac Guéret Flake Graphite Project, including its robust economics, management team with proven experience in graphite production, and plans to advance value-added graphite products. Key highlights include an after-tax IRR of 34% and NPV of $352 million based on the feasibility study results. The project has strong local support and aims to be one of the lowest cost graphite producers.
Llg corporate presentation october 2016masongraphite
The document is a corporate presentation from Mason Graphite that provides an overview of their Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics for the project including a pre-tax IRR of 44% and NPV of $600 million based on a 25 year mine life.
- The project benefits from high grade flake graphite resources averaging 28.8% Cg, low strip ratio of 0.8:1, and access to hydroelectric power.
- The management team has extensive experience in the graphite industry and previously worked for major graphite producers Timcal and Imerys.
LLG corporate presentation february 2017masongraphite
The document provides an overview of Mason Graphite Inc.'s Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics including a 44% IRR, $600 million pre-tax NPV, and a 2.3 year payback period using only 7% of measured and indicated resources.
- The project has a 25 year mine life at an average grade of 28.8% Cg and strip ratio of 0.8:1 based on proven and probable reserves.
- The management team has over 50 years of combined experience in the graphite industry and processing knowledge.
Mason Graphite - Corporate Presentation September 2016 (English)masongraphite
The presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- Robust project economics based on a feasibility study, including a 34% post-tax IRR, $352 million post-tax NPV, and 2.6 year payback period.
- High grade graphite deposit that could support a 25 year mine life.
- Experienced management team with decades of graphite industry experience from Timcal/Imerys.
- Plans to be a low cost producer and pursue value-added graphite products like those previously produced by Imerys.
Llg corporate presentation may 2016 onlinemasongraphite
The document provides an overview of Mason Graphite Inc. and its Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics for the project, including a pre-tax IRR of 44% and NPV of $600 million using only 7% of the measured and indicated resources.
- Mason Graphite has a experienced management team with over 50 years of combined experience in the graphite industry.
- Flake graphite fetches a higher price than other forms and has the most applications, including in lithium-ion batteries, refractories, and lubricants. The Lac Guéret deposit is high grade flake graphite.
May 2016 Corporate Presentation - Englishmasongraphite
The presentation provides an overview of the Lac Guéret Flake Graphite Project, including its robust economics, management team with proven experience in graphite production, and plans to advance value-added graphite products. Key highlights include an after-tax IRR of 34% and NPV of $352 million based on the feasibility study results. The project has strong local support and aims to be a low-cost graphite producer.
The document provides an overview of Mason Graphite Inc. and its Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study shows robust economics for the project including a pre-tax IRR of 44% and payback period of 2.3 years.
- Mason Graphite intends to be one of the lowest cost producers of graphite with an operating cost of $376/tonne.
- The management team has over 50 years of combined experience in the graphite industry from previous roles at Timcal/Imerys Graphite.
- Flake graphite has the most applications and demand is increasing, especially for high purity large flake graphite needed for
Llg corporate presentation october 2016masongraphite
This document provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- The project has robust economics based on a feasibility study, with an IRR of 44% pre-tax and a 2.3 year payback period.
- Mason Graphite has over 30 institutional investors and support from the local community and First Nations.
- The management team has over 50 years of combined experience in the graphite industry from previous roles at Timcal/Imerys.
Llg corporate presentation february 2018masongraphite
The document is a corporate presentation for Mason Graphite Inc. discussing their Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics including a 44% IRR, 2.3 year payback, and 25 year mine life using only 7% of resources.
- Updates since 2015 include improvements to the plant layout and tailings storage method. The construction capital cost is now estimated at $200 million.
- Mason Graphite has a highly experienced management team with decades of graphite industry experience.
- Flake graphite deposits with grades over 15% like Lac Guéret can potentially have strong economics due to high margins.
Llg corporate presentation october 2016masongraphite
This document provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. It summarizes the project's robust economics as shown in a 2015 feasibility study, including an internal rate of return of 44% pre-tax and costs of $376 per tonne. It also highlights the high-grade nature of the graphite deposit and experienced management team with decades of experience in the graphite industry.
Llg corporate presentation january 2018masongraphite
This presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- The project has robust economics based on a feasibility study, including an after-tax IRR of 34% and payback period of 2.6 years.
- Management has extensive experience in the graphite industry and processing capabilities.
- The project has received strong social acceptance from local communities and permits are expected in early 2018.
The document is a corporate presentation from Mason Graphite about their Lac Guéret Flake Graphite Project. Some key points:
- Mason Graphite has over 50 years of graphite experience from previous companies.
- A 2015 feasibility study showed robust economics for the project, with a 34% post-tax IRR and 2.6 year payback period using only 7% of resources.
- Updates in 2017 resulted in a higher construction capital cost of $200 million but only a marginal impact on project economics.
- Mason Graphite aims to be one of the lowest cost producers due to the high grade of the deposit, averaging 27.8% graphite content.
The document is a corporate presentation from Mason Graphite regarding their Lac Guéret Flake Graphite Project. It summarizes the results of a feasibility study showing robust economics including a pre-tax IRR of 44% and payback period of 2.3 years. It highlights the high grade of the graphite resource, low operating costs, and experienced management team with expertise in graphite production. The presentation also provides an update on further engineering optimization and permitting work to advance the project.
This presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- The project has robust economics based on a feasibility study, with an after-tax IRR of 34% and NPV of $352 million using only 7% of measured and indicated resources.
- Mason Graphite has extensive graphite experience and processing knowledge from its management team's history with Stratmin/Timcal/Imerys Graphite.
- The project has received strong local support and aims to be one of the lowest cost graphite producers with hydroelectric power and a limited mine footprint.
The presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- Robust economics shown in the feasibility study, including a pre-tax IRR of 44% and payback period of 2.3 years.
- The project has a 25-year mine life using only 7% of current measured and indicated resources.
- Management has over 50 years of combined experience in graphite production and the team previously worked together at Timcal/Imerys Graphite.
- The project has local community support and access to hydroelectric power. Mason Graphite aims to be a low-cost graphite producer.
This presentation provides an overview of Mason Graphite's Lac Guéret Flake Graphite Project in Quebec, Canada. Key highlights include:
- The project has a 25-year mine life based on reserves from just 7% of measured and indicated resources.
- The feasibility study shows strong economics including a pre-tax IRR of 44% and payback period of 2.3 years.
- The project will have low operating costs of $376/tonne and the graphite will be sold for $1,905/tonne.
- 2017 work focused on detailed engineering and optimization to further improve the project economics.
The document presents Mason Graphite's Lac Guéret Flake Graphite Project, outlining key details from a feasibility study such as projected internal rate of return of 44% pre-tax, operating costs of $376/tonne, and net present value of $600 million pre-tax. It also introduces Mason Graphite's management team which has extensive experience in the graphite industry and a proven track record of successfully developing and operating graphite projects.
This management presentation discusses OGX's oil and gas exploration portfolio and operations. It notes that OGX has a large portfolio of blocks in Brazil and Colombia totaling over 10 billion barrels of potential resources. However, it cautions investors that many of these quantities cannot be classified as reserves due to uncertainty. It also warns that projections presented should not be regarded as guarantees of future performance and that actual results may differ significantly. The presentation aims to provide information but does not constitute an investment offer.
Llg corporate presentation december 2016masongraphite
The document is a corporate presentation from Mason Graphite discussing their Lac Guéret Flake Graphite Project. Some key points:
- A feasibility study showed robust economics for the project including a pre-tax IRR of 44%, payback period of 2.3 years, and 25-year mine life using only 7% of measured and indicated resources.
- Mason Graphite has a highly experienced management team with over 50 years of combined experience in the graphite and mining industries.
- Flake graphite has the most applications of the three forms of natural graphite, with uses in batteries, lubricants, brake linings, and other industrial applications. The feasibility study mine plan targets high-grade
The presentation provides an overview of the Lac Guéret Flake Graphite Project, including its robust economics, management team with proven experience in graphite production, and plans to advance value-added graphite products. Key highlights include an after-tax IRR of 34% and NPV of $352 million based on the feasibility study results. The project has strong local support and aims to be a low-cost graphite producer.
The document is a corporate presentation from Mason Graphite regarding their Lac Guéret Flake Graphite Project. It provides an overview of the project's robust economics as shown in the feasibility study, including an internal rate of return of 44% (pre-tax) and a payback period of 2.3 years (pre-tax). It also highlights Mason Graphite's experienced management team with extensive experience in the graphite industry. The presentation establishes Lac Guéret as one of the highest grade graphite deposits in the world, which is important for meeting customer specifications and achieving competitive operating costs.
The document provides an overview of Mason Graphite Inc. and its Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics for the project, including a 34% post-tax IRR and $352 million post-tax NPV.
- The project is expected to produce graphite concentrates at an operating cost of $376/tonne over a 25-year mine life.
- Mason Graphite's management team has extensive experience in the graphite and mining industries from previous roles at Imerys Graphite & Carbon and Stratmin Graphite.
The presentation provides an overview of the Lac Guéret Flake Graphite Project, including its robust economics, management team with proven experience in graphite production, and plans to advance value-added graphite products. Key highlights include an after-tax IRR of 34% and NPV of $352 million based on the feasibility study results. The project has strong local support and aims to be one of the lowest cost graphite producers.
Llg corporate presentation october 2016masongraphite
The document is a corporate presentation from Mason Graphite that provides an overview of their Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics for the project including a pre-tax IRR of 44% and NPV of $600 million based on a 25 year mine life.
- The project benefits from high grade flake graphite resources averaging 28.8% Cg, low strip ratio of 0.8:1, and access to hydroelectric power.
- The management team has extensive experience in the graphite industry and previously worked for major graphite producers Timcal and Imerys.
LLG corporate presentation february 2017masongraphite
The document provides an overview of Mason Graphite Inc.'s Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics including a 44% IRR, $600 million pre-tax NPV, and a 2.3 year payback period using only 7% of measured and indicated resources.
- The project has a 25 year mine life at an average grade of 28.8% Cg and strip ratio of 0.8:1 based on proven and probable reserves.
- The management team has over 50 years of combined experience in the graphite industry and processing knowledge.
Mason Graphite - Corporate Presentation September 2016 (English)masongraphite
The presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- Robust project economics based on a feasibility study, including a 34% post-tax IRR, $352 million post-tax NPV, and 2.6 year payback period.
- High grade graphite deposit that could support a 25 year mine life.
- Experienced management team with decades of graphite industry experience from Timcal/Imerys.
- Plans to be a low cost producer and pursue value-added graphite products like those previously produced by Imerys.
Llg corporate presentation may 2016 onlinemasongraphite
The document provides an overview of Mason Graphite Inc. and its Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics for the project, including a pre-tax IRR of 44% and NPV of $600 million using only 7% of the measured and indicated resources.
- Mason Graphite has a experienced management team with over 50 years of combined experience in the graphite industry.
- Flake graphite fetches a higher price than other forms and has the most applications, including in lithium-ion batteries, refractories, and lubricants. The Lac Guéret deposit is high grade flake graphite.
May 2016 Corporate Presentation - Englishmasongraphite
The presentation provides an overview of the Lac Guéret Flake Graphite Project, including its robust economics, management team with proven experience in graphite production, and plans to advance value-added graphite products. Key highlights include an after-tax IRR of 34% and NPV of $352 million based on the feasibility study results. The project has strong local support and aims to be a low-cost graphite producer.
The document provides an overview of Mason Graphite Inc. and its Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study shows robust economics for the project including a pre-tax IRR of 44% and payback period of 2.3 years.
- Mason Graphite intends to be one of the lowest cost producers of graphite with an operating cost of $376/tonne.
- The management team has over 50 years of combined experience in the graphite industry from previous roles at Timcal/Imerys Graphite.
- Flake graphite has the most applications and demand is increasing, especially for high purity large flake graphite needed for
Llg corporate presentation october 2016masongraphite
This document provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- The project has robust economics based on a feasibility study, with an IRR of 44% pre-tax and a 2.3 year payback period.
- Mason Graphite has over 30 institutional investors and support from the local community and First Nations.
- The management team has over 50 years of combined experience in the graphite industry from previous roles at Timcal/Imerys.
Llg corporate presentation february 2018masongraphite
The document is a corporate presentation for Mason Graphite Inc. discussing their Lac Guéret Flake Graphite Project. Key points include:
- A feasibility study showed robust economics including a 44% IRR, 2.3 year payback, and 25 year mine life using only 7% of resources.
- Updates since 2015 include improvements to the plant layout and tailings storage method. The construction capital cost is now estimated at $200 million.
- Mason Graphite has a highly experienced management team with decades of graphite industry experience.
- Flake graphite deposits with grades over 15% like Lac Guéret can potentially have strong economics due to high margins.
Llg corporate presentation october 2016masongraphite
This document provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. It summarizes the project's robust economics as shown in a 2015 feasibility study, including an internal rate of return of 44% pre-tax and costs of $376 per tonne. It also highlights the high-grade nature of the graphite deposit and experienced management team with decades of experience in the graphite industry.
Llg corporate presentation january 2018masongraphite
This presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- The project has robust economics based on a feasibility study, including an after-tax IRR of 34% and payback period of 2.6 years.
- Management has extensive experience in the graphite industry and processing capabilities.
- The project has received strong social acceptance from local communities and permits are expected in early 2018.
The document is a corporate presentation from Mason Graphite about their Lac Guéret Flake Graphite Project. Some key points:
- Mason Graphite has over 50 years of graphite experience from previous companies.
- A 2015 feasibility study showed robust economics for the project, with a 34% post-tax IRR and 2.6 year payback period using only 7% of resources.
- Updates in 2017 resulted in a higher construction capital cost of $200 million but only a marginal impact on project economics.
- Mason Graphite aims to be one of the lowest cost producers due to the high grade of the deposit, averaging 27.8% graphite content.
The document is a corporate presentation from Mason Graphite regarding their Lac Guéret Flake Graphite Project. It summarizes the results of a feasibility study showing robust economics including a pre-tax IRR of 44% and payback period of 2.3 years. It highlights the high grade of the graphite resource, low operating costs, and experienced management team with expertise in graphite production. The presentation also provides an update on further engineering optimization and permitting work to advance the project.
This presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- The project has robust economics based on a feasibility study, with an after-tax IRR of 34% and NPV of $352 million using only 7% of measured and indicated resources.
- Mason Graphite has extensive graphite experience and processing knowledge from its management team's history with Stratmin/Timcal/Imerys Graphite.
- The project has received strong local support and aims to be one of the lowest cost graphite producers with hydroelectric power and a limited mine footprint.
The presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- Robust economics shown in the feasibility study, including a pre-tax IRR of 44% and payback period of 2.3 years.
- The project has a 25-year mine life using only 7% of current measured and indicated resources.
- Management has over 50 years of combined experience in graphite production and the team previously worked together at Timcal/Imerys Graphite.
- The project has local community support and access to hydroelectric power. Mason Graphite aims to be a low-cost graphite producer.
This presentation provides an overview of Mason Graphite's Lac Guéret Flake Graphite Project in Quebec, Canada. Key highlights include:
- The project has a 25-year mine life based on reserves from just 7% of measured and indicated resources.
- The feasibility study shows strong economics including a pre-tax IRR of 44% and payback period of 2.3 years.
- The project will have low operating costs of $376/tonne and the graphite will be sold for $1,905/tonne.
- 2017 work focused on detailed engineering and optimization to further improve the project economics.
The document presents Mason Graphite's Lac Guéret Flake Graphite Project, outlining key details from a feasibility study such as projected internal rate of return of 44% pre-tax, operating costs of $376/tonne, and net present value of $600 million pre-tax. It also introduces Mason Graphite's management team which has extensive experience in the graphite industry and a proven track record of successfully developing and operating graphite projects.
This management presentation discusses OGX's oil and gas exploration portfolio and operations. It notes that OGX has a large portfolio of blocks in Brazil and Colombia totaling over 10 billion barrels of potential resources. However, it cautions investors that many of these quantities cannot be classified as reserves due to uncertainty. It also warns that projections presented should not be regarded as guarantees of future performance and that actual results may differ significantly. The presentation aims to provide information but does not constitute an investment offer.
Llg corporate presentation december 2016masongraphite
The document is a corporate presentation from Mason Graphite discussing their Lac Guéret Flake Graphite Project. Some key points:
- A feasibility study showed robust economics for the project including a pre-tax IRR of 44%, payback period of 2.3 years, and 25-year mine life using only 7% of measured and indicated resources.
- Mason Graphite has a highly experienced management team with over 50 years of combined experience in the graphite and mining industries.
- Flake graphite has the most applications of the three forms of natural graphite, with uses in batteries, lubricants, brake linings, and other industrial applications. The feasibility study mine plan targets high-grade
The presentation provides an overview of the Lac Guéret Flake Graphite Project, including its robust economics, management team with proven experience in graphite production, and plans to advance value-added graphite products. Key highlights include an after-tax IRR of 34% and NPV of $352 million based on the feasibility study results. The project has strong local support and aims to be a low-cost graphite producer.
Mason Graphite Corporate Presentation April 2016masongraphite
The presentation provides an overview of the Lac Guéret Flake Graphite Project being developed by Mason Graphite. Key points include:
- Robust economics shown in the feasibility study, including a pre-tax IRR of 44% and payback period of 2.3 years.
- The project has a 25-year mine life using only 7% of current measured and indicated resources.
- Management has over 50 years of combined experience in graphite production and the team previously worked together at Timcal/Imerys Graphite.
- The project has local community support and access to hydroelectric power. Mason Graphite aims to be a low-cost producer of high-grade graphite.
Mason Graphite Corporate Presentation - February 2016masongraphite
Mason Graphite is a Canadian mining and processing company focused on the development of its 100% owned Lac Guéret natural graphite deposit located in northeastern Québec. The Company is led by a highly experienced team that has over five decades of experience in graphite production, sales, and research and development. For more information, visit www.masongraphite.com.
TSX.V: LLG
This document provides an overview of Guyana Goldfields Inc., a gold mining company operating in Guyana, South America. Key points include:
- Guyana Goldfields has over 16 years of gold reserve life at its high-grade Aurora gold mine in Guyana and expects production growth of 15% annually through 2022.
- The company has a large land package in an underexplored greenstone belt and exploration potential exists to expand resources down-dip and along strike.
- Operationally, the company is on track to complete a phase 2 mill expansion in Q4 2018 which will increase throughput. The open pit contractor has also mobilized to site.
- Financially, Guy
Progress energy resources corp. cibc new york mini conference no-appendixProgressEnergy
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Llg corporate presentation may 2018
1. Developing the Lac Guéret
Flake Graphite Project
Corporate Presentation – May 2018
TSX.V: LLG OTCQX: MGPHF
Road Segment Now Completed
Road Segment Now Completed
New Site Extraction Pictures on Page 15
2. TSX.V: LLG OTCQX: MGPHF
Forward Looking Information: This presentation contains "forward-looking information" within the meaning of Canadian securities legislation. All information contained herein that is
not clearly historical in nature may constitute forward-looking information. Forward-looking information includes, without limitation, statements regarding the results of the Feasibility
Study including statements about the projected IRR, NPV, payback period and future capital and operating costs, the availability and access to hydroelectric power, projected annual
rate of graphite production, the estimation of mineral reserve and mineral resources, the market and future price of graphite, the potential advantages of the concentrator being located
in Baie-Comeau, permitting and the ability to finance the project. Generally, such forward-looking information can be identified by the use of forward-looking terminology such as "plans",
"expects" or "does not expect", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates" or "does not anticipate", or "believes", or variations of such words
and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved". Forward-looking information is based on certain
factors and assumptions management believes to be reasonable at the time such statements are made, including but not limited to, continued exploration activities, graphite and other
metals prices, the estimation of initial and sustaining capital requirements, the estimation of labour and operating costs, the estimation of mineral reserves and resources, the
assumption with respect to currency fluctuations, the timing and amount of future exploration and development expenditures, receipt of required regulatory approvals, the availability of
necessary financing for the project, the completion of the environment assessment process, permitting and such other assumptions and factors as set out herein. Forward-looking
information is subject to known and unknown risks, uncertainties and other factors that may cause the actual results, level of activity, performance or achievements of the Company to
be materially different from those expressed or implied by such forward-looking information, including but not limited to: volatile stock price; risks related to changes in graphite prices;
sources and cost of power facilities; the estimation of initial and sustaining capital requirements; the estimation of labour and operating costs; the general global markets and economic
conditions; the risk associated with exploration, development and operations of mineral deposits; the estimation of mineral reserves and resources; the risks associated with
uninsurable risks arising during the course of exploration, development and production; risks associated with currency fluctuations; environmental risks; competition faced in securing
experienced personnel; access to adequate infrastructure to support mining, processing, development and exploration activities; the risks associated with changes in the mining
regulatory regime governing the Company; completion of the environmental assessment process; risks related to regulatory and permitting delays; risks related to potential conflicts of
interest; the reliance on key personnel; financing, capitalization and liquidity risks including the risk that the financing necessary to fund continued exploration and development activities
at Lac Guéret may not be available on satisfactory terms, or at all; the risk of potential dilution through the issue of common shares; the risk of litigation. Although the Company has
attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information, there may be other factors that cause
results not to be as anticipated, estimated or intended. There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events
could differ materially from those anticipated in such forward-looking information. Accordingly, readers should not place undue reliance on forward-looking information. Forward-looking
information is made as of the date of this presentation, and the Company does not undertake to update such forward-looking information except in accordance with applicable securities
laws.
Currency Presentation: Unless indicated otherwise, all dollar figures are in Canadian dollars.
Cautionary Statements Regarding Mineral Reserves and Resource Estimates: The Mineral Reserves are the basis of the 25 years Mine Life of the Feasibility Study published in
Sept 2015 (amended in March 2016) and are not included in the “in-pit” Measured and indicated Mineral Resources of 58.1 Mt grading 16.3% Cg (which have an equivalent drilling
definition). The mineral Reserves and the “in-pit” Mineral Resources are included in the total Measured and Indicated Mineral Resources of 65.7 Mt grading 17.2% Cg (19.1 Mt of
Measured Resources grading 17.9% Cg and 46.6 Mt of Indicated Resources grading 16.9% Cg) that were reported in the Company’s press release dated December 15, 2014. The
reference point for the Mineral Reserves Estimate is the mill feed. Mineral resources, which are not mineral reserves, do not have demonstrated economic viability and were not included
in the mine life or the economics of the feasibility study. Environmental, permitting, legal, title, taxation, sociopolitical, marketing, or other relevant issues may materially affect the
estimate of Mineral Resources. The same issues would need to be considered when conducting an eventual economic evaluation in order to classify the In-Pit Mineral Resources as
Mineral Reserves. In addition, there can be no assurance that Mineral Resources in a lower category may be converted to a higher category, or that Mineral Resources may be
converted to Mineral Reserves.
Quality Control and Assurance: The scientific and technical content of this presentation was reviewed and approved by Mason Graphite’s Executive Vice President of Process
Development, Jean L’Heureux, Eng. M. Eng., who is a Qualified Person within the meaning of National Instrument 43-101.
Sources of Information: Information and data such as market prices, volumes and information on comparable development companies’ projects were obtained from public sources
such as press releases, technical reports and different industry publications.
Legal Disclaimers
2
3. TSX.V: LLG OTCQX: MGPHF 3
What Sets Us Apart
Cumulating over 50 years of true graphite experience with Stratmin/Timcal/Imerys Graphite & Carbon
Extensive processing knowledge and distribution capabilities
Team
Management believes that Lac Guéret is one of the highest grade graphite deposits in the world and it is
aiming to be one of the lowest cost producers in the world
Asset
Approximately 35 institutional shareholders, mostly local and including government sponsored entities
with mandates that are aligned with the company’s needs
Financial Sponsorship
Pessamit First Nations: Impact Benefit Agreement signed in June 2017
Strong support from local community; first mining project in Quebec not to require a public hearing; limited footprint
Final permit expected in early 2018
Strong Social Acceptance
Advancing Work Program on Value Added Graphite Products
“Second Transformation”
Team with required experience having produced and sold, when at Imerys, various graphite and conductive
carbon black products to the battery industry.
Only developer in North America advancing the necessary work program for a large scale operation*
Working with the NRC “National Research Council Canada” * See related statement from Rupert Merer, National Bank, on page 20
NanoXplore Inc.(“TSX.V: GRA”) is a global graphene market leader
Exclusive graphite supply agreement
Leading Graphene Partner
4. TSX.V: LLG OTCQX: MGPHF 4
Robust Economics
Feasibility Study Results** (September 2015)
First Transformation Only
Direct CAPEX
Indirect CAPEX
Contingency
Owner’s Costs
TOTAL
$115.6 million
$31.3 million
$14.4 million
$4.6 million
$165.9 million
Operating Cost (OPEX) $376 / tonne
Average Selling Price (USD $1,465) $1,905 / tonne
Internal Rate of Return (IRR)
44% (pre-tax)
34% (post-tax)
Payback Period
2.3 years (pre-tax)
2.6 years (post-tax)
Project Life
Using only 7% of Measured & Indicated Mineral Resources*
25 years
Net Present Value (NPV) @ 8% disc.
$600M (pre-tax)
$352M (post-tax)
Waste to Ore Stripping Ratio Grade 0.8 : 1 28.8% Cg
“Our team has been deeply involved
in every aspect of this study,
working with all the partners from 25
different firms. These results give
us, in a very detailed way, what is
needed to successfully build and
operate the project.
All components have been derived
using measured and calculated, not
factored, values. Based on our
extensive experience in graphite,
production, we are confident that
they are realistic and achievable.”
- President and CEO, Benoît Gascon
Press Release Sept 25th 2015
* Please see slide titled “Mineral Reserve and Resources Estimates” in the appendix for details regarding proven & probable
mineral reserves and measured and indicated mineral resources;
** See cautionary statements and legal disclaimers on slide 2;
*** FCA Baie-Comeau: Free Carrier Incoterms – Seller is responsible for the delivery to the custody of the buyer’s carrier; FX
conversion at US$0.77:C$1.00
(FCA Baie-Comeau***)
5. TSX.V: LLG OTCQX: MGPHF
2017: Update, Detailed Engineering and Pre-Execution Work
• Changes to the layout of the buildings at plant site;
• Re-location of the crusher from the mine to the plant;
• Streamlining of the dry process;
• Tailings’ storage method: dry stacking instead of tailing pond.
Since 2015, Improvements Have Been Made to the Design of the Operations
5
Marginal Economic Impact
1- Press Release November 22nd 2017: “Considering all of the above, the advanced detailed engineering, the completed pre-execution works, the
finalized negotiations with the main equipment manufacturers and costs inflation since 2015, the overall final construction capital expenditures
should be about C$200M of which approximately C$25M was originally included in the sustaining CAPEX for the dam walls of the tailing pond.
Consequently, these are reduced accordingly over the life of the project. This permutation has a marginal impact on the economics of the project.”
Advantages of Dry Stacking:
- Preferred by Local Communities
- Eliminates the Risk of a Dam Breach
- Requires Less Total Capex
- Progressive Rehabilitation
2015: Feasibility Study
Construction Capex: $166M
2017: Final Construction
Capex: $200M
Marginal Impact
on NPV(1)
• $25M of Capex Permutation for
Dry-Stacking
• Advanced Detailed Engineering
• Completed Pre-Execution Work
• Finalized Negotiations with
Equipment Manufacturers
• Inflation and new design
Construction
Capex $25M Sustaining
Capex
6. TSX.V: LLG OTCQX: MGPHF
Management: Proven Track Record
Benoît Gascon, CPA, CA
President & CEO
6
Luc Veilleux, CPA, CA
Executive VP & CFO
Jean L’Heureux, Eng., M. Eng.
Executive VP, Process Development
20 yrs of executive positions at Timcal/Imerys
20 yrs in mining and graphite,Timcal/Imerys8 yrs in graphite at Timcal/Imerys
Previous Roles:
Senior VP, Business Development and Strategy,
Sales and Deputy General Manager (11 yrs)
President of Stratmin Graphite Inc. from 1993 to
1999 (renamed Timcal Canada)
VP and CFO of Timcal (4 yrs)
Previous Roles:
Senior VP, Finance
COO North America
VP, Finance North America
Financial Controller
Previous Roles:
Product Manager (Marketing)
Graphite Sourcing Manager
Production Manager
Plant Metallurgist & Lab Supervisor
Major Accomplishments:
Creation of Stratmin’s customer base in the 90’s
Acquisition and integration of a private company in China
Supervision of 9 sites in 7 countries
Operational merger of Stratmin and Timcal
Major Accomplishments:
Implementation of a new production
organizational structure
Operational merger of Stratmin and Timcal
Reorganization and improvement of North
American customer support
Major Accomplishments:
Optimization of the graphite flow sheet
Sales growth via technical support to production & customers
Development of customers’ specifications management system
Development of production planning system
• André Gagnon, P.Eng., M.Eng. Project Director, 30 years of experience in project management in the heavy industrial sector, including mining and energy.
• Geneviève Gauthier, P. Eng. Director, Metallurgy and Processes, 10 years of experience as a mineral process engineer, most recently at Soutex focusing
on Mason Graphite’s Feasibility Study and pre-execution work.
• Geneviève Pichet, M.Sc., P.Eng. Director, Technical Studies and Special Projects, Joined from Hatch where she held several positions since 1996
• Jacqueline Leroux, Eng. Director of Sustainable Development, She helped develop the projects of Project BlackRock and Project Éléonore
• Martin Parent, Eng. Director Engineering Manager and Deputy Project manager, nearly 25 years of experience in project management
• Robert Allard Senior Director, Procurement and Logistics, 30 years of experience in Supply Chain Management in mining, manufacturing, industrial and aerospace.
• Simon Marcotte, B.A.A., CFA Director, Corporate Development, 20 years of capital markets experience
Mario Feciletti, MBA, Eng., Vice-President, Sales
Mr. Felicetti is a Chemical Engineer with more than 15 years of experience in Sales and Marketing in several industrial areas including, recently, 5 years with Johnson
Matthey, a global leader in sustainable technologies, where he had a special focus on energy storage materials. He was instrumental in defining and implementing their
global commercial strategy as he negotiated several multiyear contracts with Li-ion battery manufacturers. He managed five regional sales offices in Tokyo, Seoul, Shanghai,
Munich and Montreal through which he successfully commercialized new materials for cathodes and anodes.
See Details of Director Level Executives in the Appendix
7. TSX.V: LLG OTCQX: MGPHF 7
The Value of High Grade Flake Graphite
Company Market Cap
(May 7th, 2018)
**Grade (Cg)
(Resource)
Cost/t Stage
Northern Graphite Corp., Canada (TSX.V:NGC) C$18M 2.2% C$675 Feasibility 2012
Focus Graphite Inc., Canada (TSX.V:FMS) C$14M 15.1% C$441 Feasibility 2014
Alabama Graphite Corp., USA (TSX.V:CSPG) C$9M 2.6% (A)US$822 PEA 2015
Nextsource Materials, Madagascar (TSX:NEXT) C$57M 7.0% US$353 Feasibility 2015
Syrah Resources Ltd, Mozambique (ASX:SYR) A$937M 19.0% US$286 Construction 2016
Nouveau Monde Mining, Canada (TSX.V:NOU) C$43M 4.0% C$660 PEA 2016
Magnis Resources Ltd, Tanzania (ASX:MNS) A$221M 5.4% US$559 Feasibility 2016
Kibaran Resources Ltd, Tanzania (ASX: KNL) A$33M 8.3% US$500 Feasibility 2015
Mason Graphite Inc. (TSX.V: LLG) C$254M 17.2% C$376 Feasibility 2015
If you can meet the customer's specifications via metallurgy
and product design, then its all about grade and distribution capabilities.
Feasibility Study Results*:
25 yrs of production at 27.8% Cg (avg.)
Strip Ratio of 0.8 : 1
Feasibility Study based on high
grade portion of deposit
Using only 7% of Measured and
Indicated Mineral Resources**
Note A: See Alabama PEA November 27th 2015, table 1-5, Page 1-14. Cost would likely be lower if based on a higher volume of production
*See cautionary statements on slide 2.
** See slide titled “Mineral Reserves and Resources Estimates” in the appendix for complete details and disclosures.
Source: Company Websites
(Grade Post 25 years: 16.3% Cg)
8. TSX.V: LLG OTCQX: MGPHF
Graphite, along with diamonds and coal, are crystalline forms of carbon
Graphite 101
Graphite - combined layers
Graphite is an essential but often unrecognized material for modern life
It has broad range of industrial applications due to its unique properties:
Properties of both metals and non-metals (ideal for industrial applications)
Highest natural strength and stiffness of any material
Lightest weight of all reinforcement materials
Very high melting (sublimation) point; low thermal expansion/shrinkage
High electrical and thermal conductivity
Low frictional resistance (excellent lubricant) and hydrophobic behaviour
Non-toxic, chemically inert and high resistance to corrosion
Properties vary
depending on the
purity and size of the
graphite crystals;
this directly affects
the price of the
products sold
8
• Details of Partnership with
NanoXplore (TSXV:GRA) can
be found in the Appendix.
• 25% ownership
Graphene - individual layers
9. TSX.V: LLG OTCQX: MGPHF
3 Forms of Graphite
Flake
Highest Price, Lowest Supply
High Purity: 85%-99%+ carbon
Amorphous
Least graphitic of the three
Lower Purity: 60%-90% carbon
Vein/Lump
Uncommon & highly localized;
<1% of world production;
Marginal applications
45% 55%
Global
Production
Graphite is not a homogenous commodity; it occurs naturally in 3 forms:
Flake size, purity, impurities and shape,
directly affect the basic prices of graphite
Large flake graphite currently sells at a premium,
but represents a much smaller market.
Li-ion batteries require further transformation steps of
purification, micronisation, spheroidization and coating.
Final products specifications mostly in the 15-20 microns range
9
US$Price
Year
Source: Industrial Mineral Magazine
10. TSX.V: LLG OTCQX: MGPHF
Flake
Graphite:
Flake Graphite Has The Most Applications
Flake Amorphous Vein/Lump Synthetic
Metallurgy (40%*)
Refractories ■ ■ ■
Crucibles ■ ■ ■
Carbon Raisers ■ ■ ■
Moulds & Castings ■ ■
Molten Metal Protection ■ ■
High Temperature Lubricants ■ ■
Powder Metallurgy& Alloys ■ ■
Electrical Applications (25%*)
Alkaline & Lithium Batteries ■ ■
Li-ion Batteries ■ ■
Flow Batteries ■ ■
Fuel Cells ■ ■
Carbon Brushes ■ ■ ■
Technical Applications (25%*)
Expanded Graphite & Foils ■
Thermal Management ■
Flame Retardants ■
Brake Linings & Clutch Facings ■ ■ ■ ■
Insulation ■ ■
Nuclear Reactors ■
Plastics, Resins & Rubbers ■ ■
Catalysts ■ ■
Cloth & Fibers ■ ■
Others
Pencils ■ ■ ■ ■
Lubricants ■ ■ ■ ■
Oil Drilling Additives ■ ■
Paints ■
10
Widest range of end uses
Increasing demand for
high purity flake graphite
No substitute:
Synthetic graphite has high
purity but is 4x the cost
Flake graphite used in
batteries - not amorphous,
not vein
Flake graphite now 2/3 of
Li-ion battery market
*:Based on volume, not value,
of the flake market
Overall Natural Graphite Demand 2015-2025e
Specialty Minerals & Metals, Nov 20th 2016, Fig. 56, page 35
11. TSX.V: LLG OTCQX: MGPHF
China represents approximately 65% of world production
China has experienced a significant increase in domestic demand
Export tariffs and new safety and environmental regulations have caused a reduction of export supply and an increase in
prices, resulting in a restocking phase (2011-2012).
China is experiencing a reduction of large and medium flake production
Issues of quality consistency
Flake Graphite – Investment Opportunity
* Benchmark Mineral Intelligence: “Market has doubled every 10 years”
Urbanization of China and India is driving the demand of graphite in traditional
applications
China to build Strategic Reserve: By 2020, reserve must exceed 80% of China’s
domestic capacity to hold a steady “bottom line” of supply(1)
New Tax on Chinese polluting operations coming in effect in January 2018(2)
Chinese Graphite Prices Keep Rising – Industrial Minerals, July 31st 2017(3)
European Graphite Prices Rise Sharply – Industrial Minerals, October 5th 2017(4)
Natural Graphite classified as one of 14 critical raw materials by the European Union
in 2014
11
Past Graphite Global Consumption*
(Flake and Amorphous)
Restricted and Unstable Supply in China = Opportunity
Flake graphite production outside of China:
Brazil Canada India Madagascar Norway Zimbabwe GermanyUkraine
1- http://www.indmin.com/Article/3645694/SectorNews/China-to-stockpile-large-volumes-of-minerals-under-new-plan.html
2- http://www.indmin.com/Article/3650648/Chinese-environmental-law-to-tackle-mining-pollution.html
3- http://www.indmin.com/Article/3737642/Graphite-LatestNews/Chinese-graphite-prices-keep-rising.html
4- http://www.indmin.com/Article/3757050/European-graphite-prices-rise-sharply.html
Imerys Carbon
12. TSX.V: LLG OTCQX: MGPHF
Market Behavior
12
Prices sensitivity
Very sensitive as seen in the restocking period of 2011
Natural graphite prices could increase by 3x to 4x and still be
lower than synthetic graphite prices
Generally represents a small part of the customer’s costs
Published prices based mostly on refractory contracts, which
are cyclical, and tend to underestimate actual industry prices
as prices in electrical and technical applications are much more
stable
Decreasing North American production forced many
customers to turn to Chinese supply and are keen to
return to local sourcing
China has quality consistency issues
Experienced management can meet exact specifications
and deliver a more adapted product design
Just-in-time delivery is a very important factor
“The sales prices used for the feasibility study reflect the
current market dynamics. Several sources forecast sales
prices that, if materialized, would have a positive impact on
the project economics.” - Executive Vice-President and CFO,
Luc Veilleux
Press Release Sept 25th 2015
Restocking Period of 2011
$USPrice
Year
Prices cyclicality
$USPrice
Month
Recent Price Increases in China
13. TSX.V: LLG OTCQX: MGPHF 13
How is Graphite Sold?
Typical off-take agreements do not work:
Graphite is an additive; generally a small part of cost
Market too fragmented
Prices are negotiated between end-users and
producers for typically annual contracts
Graphite is not an openly traded mineral
There is a market for ALL types of produced
graphite material (all sizes and all purities)
Graphite Mine
Inventory of different sizes for different uses and end users
End-Users
Typical one-year supply contracts establishing
prices, specifications, volume, timing and delivery
The finished graphite products must be adapted to the buyers
Requires the right finished product
Requires strong relationships and
continuous DIRECT contact with clients
Management with over 5 decades of experience
Years of client relations; large number of potential clients
Experience selling for all applications & in all countries
14. TSX.V: LLG OTCQX: MGPHF
Grade Comparison
Mason Graphite (27.8%)
Syrah Resources (19.0%)
Syrah Resources (16.2%)
Focus Graphite (15.1%)
Kibaran Resources (8.3%)
Nextsource Materials (7.0%)
Northern Graphite (2.2%)
0% Cg
5% Cg
10% Cg
15% Cg
20% Cg
25% Cg
30% Cg
*First 10 years
Feasibility Study Head Grade
14
Please refer to disclaimers regarding Mineral Reserves and Mineral Resources on Page 2 and Slide titled “Mineral Reserves and Resources Estimates (page 35)
P&P Mineral Reserves cut-off grades: Mason Graphite 6%; Focus 3.1%; Nextsource 4.5%; Northern Graphite 0.96%; Syrah 9%; Magnis: 3%
9,477,000
1,317,000
IN PIT RESOURCES
IN THE RESERVES
Tonnes of Graphite IN SITU
Mason Reserves and “IN PIT” Resources
(beyond Project Life of 25 years)
(25 years Project Life)
“No further drilling will be necessary to
conduct the economic evaluation required to
eventually classify “In-Pit” Mineral Resources
as Mineral Reserves”*
Press Release March 1stth 2016
* There can be no assurance that they may be converted; please see further
cautionary statements on Page 2
Magnis Resources (4.8%)
15. TSX.V: LLG OTCQX: MGPHF
In Situ Metal Equivalence and Pit Structure
2017 Equivalency data provided by:
J. Marvin Wolff CFA, Senior Analyst, Paradigm Capital Inc.
Graphite
@ $1,350/t
27.8%*
=
Gold
@ $1,225/oz
8.7 g/t
Silver
@ $17.5/oz
608 g/t
Copper
@ $2.65/lbs
6.4%
= =
* Please refer to the cautionary notes on slide 2 of this presentation
*(Feasibility Study Head Grade)
15
In Situ Metal Equivalence ($US)
25 Years
Pit Limit
PICTURES: Pilot Plant 100t Extraction - March 2018:
16. TSX.V: LLG OTCQX: MGPHF
Project Location
16
Baie-Comeau
One of the world’s best
mining jurisdictions
285 km from Baie-Comeau, main
service center and location of the concentrator
All year access from main highway (for 200km) and
logging road system (for 85km) up to the deposit
Baie-Comeau: Notable employment by:
Québec, Canada
Concentrator
Mine
17. TSX.V: LLG OTCQX: MGPHF
Concentrator Location: Baie-Comeau
17
Jean-Noel-Tessier Industrial Park, Baie-Comeau
Improved access to skilled labour
Better quality of life for workers
Net reduction in greenhouse gas emissions
Better access to service providers
Heavy Industry Zoning
Property tax reduction agreement (1st 5 years)
Very High Grade = Minimal Trucking
Average of 190,000 tonnes of ore / year
7 days/week and 10 months/year = 14-16 truck
loads per day with 40-tonne trucks
Better Economics than
Typical Mine Site Location
Lower cost of operation
-Access to low cost and green hydroelectricity
Lower CAPEX
-Very small mining camp for 10 employees
-Reduction in diesel energy power generation
Mine
Concentrator
Currently Cleared to
Allow Construction
18. TSX.V: LLG OTCQX: MGPHF
90% Utilization; 40,000t crushed ore
stockpile capacity (2.5 months)
Components: Upgrading (wet); Classifying
(dry); Shipping; Offices & Services
Logistics and Plant Design
Plant Location in Baie-Comeau:
Industrial Park Jean-Noël-Tessier
Construction of a section connecting Routes 138 and 389 is Government-funded
“This new section will facilitate the installation of a graphite concentrator in the new
Baie-Comeau industrial park as part of the project launched by Mason Graphite”
(The Québec Economic Plan, March 2016, page B-156)
18
9 km
$3.6M Construction of 1.2 km road segment and related services
February 27th 2017: (left) Luc Veilleux, CFO of Mason
Graphite, surrounded by Minister Arcand, Minister Lessard,
Claude Martel, Mayor of Baie-Comeau, Jacques Picard, a
representative of the Pessamit Innu Fist Nation Community,
and Marcel Furlong, CEO of ID Manicouagan
Site Access Now Available
Built at This Stage Solely for Mason
Now Completed
19. TSX.V: LLG OTCQX: MGPHF
51,900 tonnes per year of
Graphite concentrate production
Process resulting in up to 97.5% of
finished product purity for coarse products
Project life: 25 years, using 4.7 Mt (7% of
Measured and Indicated mineral
Resources*)
Average head grade of 27.8% for project life
Waste to ore stripping ratio of 0.8:1
Construction period: 13 to 16 months
(Including Detailed Engineering, which began in Sept. 2016)
19
* Please see slide titled “Mineral Reserve and Resources Estimates” in the appendix for details regarding proven & probable mineral
reserves and measured and indicated mineral resources
** See cautionary statements and legal disclaimers on slide 2
*** FCA Baie-Comeau: Free Carrier Incoterms – Seller is responsible for the delivery to the custody of the buyer’s carrier
(FCA Baie-Comeau***)
Feasibility Study Operational Highlights
September 2015 - 1st Transformation only
Cash Operating Costs Breakdown (per tonne of finished product)
Mining and Crushing $33 9%
Ore Transportation $128 34%
Processing $176 47%
General and Administration $39 10%
Total $376 100%
Capital Costs Breakdown (Direct)
Mining and Crushing $14.5M 12%
Concentrator $76.6M 66%
Tailings and Water Management $10.4M 9%
Building and Office Complex $14.0M 12%
Total Direct Cost $115.6M 100%
Capital Costs Breakdown (Indirect)
EPCM $18.2M 58%
Construction Temp Facilities $7.3M 23%
Commissioning $1.6M 5%
Other $4.2M 14%
Total Indirect Costs $31.3M 100%
Costs Breakdowns
Feasibility Study Results** (Fist Transformation Only)
Direct CAPEX
Indirect CAPEX
Contingency
Owner’s Costs
Total:
$115.6 million
$31.3 million
$14.4 million
$4.6 million
$165.9 million
Operating Cost (OPEX) $376 / tonne
Average Selling Price (USD $1,465) $1,905 / tonne
Internal Rate of Return (IRR)
44% (pre-tax)
34% (post-tax)
Payback Periods
2.3 years (pre-tax)
2.6 years (post-tax)
Project Life
Using only 7% of Measured and Indicated Mineral Resources*
25 years
Net Present Value (NPV) @ 8% disc.
$600M (pre-tax)
$352M (post-tax)
Waste to Ore Stripping Ratio Grade 0.8 : 1 28.8%Cg
20. TSX.V: LLG OTCQX: MGPHF
Flow Sheet of “1st Transformation”
Feasibility Study, September 2015
(*) Please refer to cautionary statements on slide 2
Simple process with known and proven technologies
Pilot plant concluded in 2015 and updated in Q1/2017
Continuous Process (not a batch process)
TSX.V: LLG OTCQX: MGPHF 20
Resulting in products
for applications in:
Refractories
Crucibles
Carbon Raisers
Moulds & Casting
Molten Metal Protection
Fuel Cells
Expanded Graphite
& Foils
Thermal Management
Flame Retardants
Brake Lining & Clutch
Facings
Insulation
Plastics, Resins &
Rubbers
Cloth & Fiber
Lubricants
Oil Drilling Additives
Paints
1st Transformation
21. TSX.V: LLG OTCQX: MGPHF 21
Value-Added Products: “2nd Transformation”
Mason Graphite completed a detailed study for large-scale
production of value-added graphite products and is
currently advancing the required work program
Management Team Expertise:
Mason Graphite’s management team involved in value-added products development,
production and sales at Imerys Graphite & Carbon.
Working with Several Partners, including:
Value-added processing and 2nd transformation:
Further purification;
Micronisation;
Purification & Micronisation;
for anode material: Shaping (spheroidization) and coating
Impact and strategic positioning:
“Mason announced a detailed study for large scale production of value-add products that
could materially increase margin estimates. The study should be completed in 2016, with the
National Research Council (Canada) and Hatch. Other graphite firms have made samples of
high margin materials, but we do not know of any other formal work on process design
today.”
– Rupert Merer, National Bank Financial, 2015
Resulting in products
for applications in:
Powder Metallurgy
and Alloys
Alkaline batteries
Li-ion Batteries
Fuel cells
Flow Batteries
Carbon Brushes
Flame Retardants
Brake Lining &
Clutch Facings
Insulation
Plastics, Resins
& Rubbers
Catalysts
Cloth & Fiber
Pencils
Lubricants
Paints
2nd Transformation
22. TSX.V: LLG OTCQX: MGPHF
Value-Added Products: “2nd Transformation”
4
Industrialization
22
Detailed Engineering
Construction
Production
Doing “What Needs To Be Done” to Develop Materials and Supply Battery Manufacturers, based on
20 years of experience in processing & marketing products to the alkaline and Li-ion battery industry*
Scalable Batch Process
Phase 1: Benchmarking (Q3/2015)
Phase 2: Transforming; Equipment Tests
Phase 3: Final Tests (Demonstration)
Phase 4: Industrialization (detailed eng.)
2016 2017 2018
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
Mason Graphite will obtain a sufficient Level of Understanding regarding the volumes
ultimately required by the customers participating in Phase 3 in order to design the
appropriate production capacity on which the Industrialization will be based.* *See Press Release November 15th 2016
Designing both a generic grade for common Li-ion batteries and a grade aimed at the
EV industry which is based on information (customers’ specifications) gathered by
Mason and the NRC*. Also developing a graphite-silicon anode material with LiBTec
Final Testing
Includes Pilot Program
Producing and testing battery
materials on a Kg scale
23. TSX.V: LLG OTCQX: MGPHF
First Nation & Local Community
No permanent residents in the vicinity of the Lac Guéret deposit
Successful dialogue since early 2012
Valuable and proactive partner
Cooperation Agreement announced in July 2014
Mushalakan Impact Benefit Agreement (IBA) announced in June 2017
Leadership re-elected in August 2016 for a 4 years mandate
23
The Pessamit Innu First Nation community is located 60 km west of Baie-Comeau
Pessamit
Lac Guéret Deposit
Partnership with RMBMU on sustainable development and social acceptability
Aiming for the highest standards of sustainable mining development and social
acceptability through their international network
Leveraging its expertise in all aspects of community relations
Ensure harmonious integration of the project within the environment and the community
Original agreement in 2015, renewed in 2017
“From the outset, Mason Graphite acted with great
respect and ethics towards our First Nation. The
approach undertaken by Benoît Gascon and his
team created a standard on the territory of Pessamit”
-Chief René Simon, commenting on the
Mushalakan Impact Benefit Agreement
Video available at:
www.masongraphite.com
Confirmation in September 2017
that a Public Hearing will not be
required in the permitting process
Mason Graphite was nominated for the
2017 “Best Company in sustainable
development” by the AEMQ
24. TSX.V: LLG OTCQX: MGPHF
Technical Partners
24
Feasibility Study and Environmental & Social Impact Assessment
Value-Added Graphite Study - Multiple Partners, Including
PEA, Metallurgical Testing and Resource Estimates
25. TSX.V: LLG OTCQX: MGPHF
Financial Partners
Source:
* Public Information & Press Releases | ** Bloomberg | *** Direct Consent
***
*** ***
*** **
**
***
**
25
(Institutions, Management & Insiders: ±75%; Retail: ±25%)Note B
***
Note A
Notes:
• A: Ressources Québec was granted a Right of First Refusal (ROFR) to participate in any future securities
offering on the closing of the financing announced in April 2014
• B: Assuming conversion of debentures held by Caisse de Dépôt and Fonds de Solidarité FTQ.
• C: According to Alternative Monthly Report 62-103F3, may include: Fidelity Management & Research Company, FMR Co. Inc, Fidelity Management Trust Company,
FIAM LLC, Fidelity Institutional Asset Management Trust Company, Strategic Advisors Inc, FIL Limited, Crosby Advisors LLC, Fidelity SelectCo LLC or Fidelity
(Canada) Asset Management ULC
More Than 35 Known Institutions, Including:
**
***
Note C
**
ARX Capital
***
** ***
**
**
**
***
**
26. TSX.V: LLG OTCQX: MGPHF
1st Transformation - Milestones
26
Upcoming Catalysts:
Permitting: Final Authorization
Construction
Value Added Graphite Study Technical Update
Battery Materials: Understanding of Volume
NanoXplore Progresses
Battery Materials: Progress of the Testing Phase
Completed Metallurgical Test Work (Q1/2013)
Completed PEA (Q2/2013)
Purification Testing (Q3/2013)
Mineral Resource Updates (Q4/2013 & Q4/2014)
Pilot Plant and Bulk Sample Testing (Q4/2014)
Completion of Feasibility Study (Q3/2015)
Acceptance of Environmental Impact Study (Q2/2017)
Impact Benefit Agreement (Q2/2017)
Confirmation that a Public Hearing will not be required (Q3/2017)
Completion of Road Segment giving access to Plant Site (Q4/2017)
Historical
Milestones:
Element Details & Comments
Detailed Engineering &
Procurement for long-lead items
Work sufficiently advanced in order to be “Ground-Construction-Ready” as soon as the final permits are in place. Long-lead
items all secured.
Completion of 1.2 km Road
Segment
Construction Completed. This road segment was paid for by the Government of Québec and was part of its 2016 Budget(1).
Built at this time solely for Mason Graphite. Access to site already granted and services (water, sewer) already in place.
Permitting
Several permits need to be obtained; Québec Government Decree in order to obtain the Certificate of Authorization. Formal process
began in November 2015 with the filing of the of the Environmental Impact Study followed by its Acceptance in June 2017 and the
confirmation in September 2017 that a Public Hearing process will not be required. Decree expected in early 2018.
Financing
Both debt and equity financings negotiations well advanced with several current and new stakeholders. 43% of the expected equity
requirement for the Construction Capex already financed with the equity financing closed in January 2018.
Construction Construction Period of 13 to 16 months was established in the Definitive Feasibility Study, including the Detailed Engineering.
Mason Graphite has not made a formal production decision. A formal decision to proceed with production will be made after obtaining the certificate of authorization and the
appropriate construction financing.
Early 2018:
Construction
Early 2019:
Production
(1) “This new section will facilitate (the) installation of a graphite ore concentrator in the new Baie-
Comeau industrial park by (…) Mason Graphite” - Québec Economic Plan, March 2016 Page B-156
27. TSX.V: LLG OTCQX: MGPHF
Corporate Structure
Capital Structure
Shares Outstanding 134,960,690
Options (Average strike price: $0.79) 8,658,333
Warrants
Debentures
0
4,674,556
Fully Diluted 148,293,579
Analyst Coverage*
Cash Position
Fiscal Q1 (ending Sept. 30st 2017)
Equity Private Placement**, Closed January 2018
$13.2 M
$42.7 M
Trading Symbols
TSX.V: LLG (Listed since Oct. 30, 2012)
OTCQX: MGPHF (Listed since Nov. 12, 2013)
*** Convertible Debentures: Maturity after 5 years, interest of 12% per annum, payable semi-annually, and a conversion rate into common shares of $0.845 per share. Mason
Graphite can trigger the conversion and anticipate the redemption under certain conditions. The transaction also included an aggregate of 2,075,000 warrants, each granting the
purchase of a common share at a price of $0.91 for a period of 24 months following the closing of the transaction, which expired on June 13th 2016.
Recent Financings
Bought Deal Private Placement**
• December 2017; $2.40/share
• Lead Underwriter: National Bank
$45.0 M
Bought Deal Private Placement
• September 2016; $1.10/share
• Lead Underwriter: National Bank
$28.8 M
Bought Deal Private Placement
• April 2014; $0.65/unit
• Lead Underwriter: Macquarie Capital Markets
$11.5 M
Caisse de Dépôt; Fonds de
solidarité FTQ; Fonds régional de
solidarité FTQ Côte-Nord (June 2014***)
$4.15 M
27
* Analyst coverage listed by alphabetical order
** Bought deal - private placement of common shares; Syndicate: National Bank, Paradigm Capital, Cormark Securities, Canaccord, BMO, TD Bank, Eight Capital; 5% underwriter commission.
Mason Graphite is
recognized as one of
the top ten performing
mining companies on
the TSX Venture in 2013
Rupert Merer
Ahmad Shaath
David Talbot
Marvin Wolff
MacMurray Whale
29. TSX.V: LLG OTCQX: MGPHF
Lac Guéret – Project History
Acquisition Terms with Cliffs Resources ($USD)
$14,000,000 total acquisition cost for 100% of the project
Original Agreement of $15M renegotiated in exchange for accelerated payments
• $7,500,000 payment completed in 2012
• $2,500,000 payment completed in 2015
• $4,000,000 payment completed in 2017
Security interests that had been registered over the property of the Company
to secure payment of the mining claims have now been discharged.
No remaining legacy interest exists; no royalties.
29
2002-2006
Quinto Mining Corp.
exploration activities
2012
Mason Graphite acquires Lac Guéret
from Cliffs Natural Resources
2008
Consolidated Thompson
(iron ore) acquires Quinto Mining
2011
Cliffs acquires
Consolidated Thompson
30. TSX.V: LLG OTCQX: MGPHF
Board of Directors
30
Paul R. Carmel, ICD.D, Chairman
Mr.Paul R. Carmel, ICD.D, is a professional with 30 years of experience in the mining field, having held senior management positions and board directorships with
mining companies, investment banks and private equity firms. He is currently Chairman of the Board of Orbit Garant Drilling Inc. and a strategic advisor with G Mining
Services Inc. He previously held senior management roles with Richmont Mines Inc. as President and CEO and Desjardins Capital Markets as Managing Director,
Head of Mining. Mr. Carmel also previously worked with Minquest Capital Inc., The Sentient Group, Caisse de dépôt et placement du Québec, UBS Securities,
National Bank Financial and Inco Ltd. Mr. Carmel holds a mining engineering degree from McGill University.
François Laurin, FCPA, FCA, CFA, ICD.D, Director
Mr. Laurin has held several senior management positions in Canada before joining Laurentian Bank of Canada as Executive Vice President and Chief Financial Officer
(CFO). He previously served as CFO of Alderon Iron Ore Corp. and BioAmber Inc and President and CEO of Cap-Ex Iron Ore Ltd. Prior to those positions, he served
as CFO of Consolidated Thompson Iron Mines Ltd. and numerous high level positions including at Transat AT Inc. and CDP Private Capital Investments. Mr.
Laurin is also involved with several publically listed companies and charitable organizations and holds an Institute of Corporate Directors designation.
Patrick Godin, Eng., ASC, Director
Mr. Godin is currently Chief Operating Officer (COO) of Stornoway Diamond Corporation where he has overall responsibility for the development of the Renard
Diamond Project in north-central Québec, which was put into production in 2016. Prior to joining Stornoway, Mr. Godin acted as Vice-President, Project Development for
G Mining Services and, among other, participated in the development of the Essakane Mine in Burkina Faso under contract to IAMGOLD. He was previously Vice-
President of Operations for Canadian Royalties, specifically heading the development of their nickel project in northern Québec.
Guy Chamard, Eng., Director (Nominee of Ressources Québec)
Mr. Guy Chamard, Eng., brings over 30 years of engineering and construction management experience to the Mason Graphite team. He has managed the design,
engineering and construction of numerous mining projects around the world. From 2007 to 2014, he worked as a Senior Manager, Mines & Geology for WSP Canada
Inc., a leading engineering and construction management services firm and has worked in the position of Director of Projects with Tetra Tech Inc., a leading provider of
engineering, construction management and technical consulting services, since 2014. He has also gained additional valuable experience as prevention officer for
construction sites and was also a lecturer for the Engineering Masters Program at the University of Sherbrooke.
Gilles Gingras, CPA, CA, ICD.D, Director
Mr. Gilles Gingras, CPA, CA, ICD.D, has more than 30 years of experience in accounting, consulting and professional services having held senior positions with
Charrette Fortier Hawey and Samson Bélair Deloitte & Touche, notably in the technology, manufacturing, mining and food industries. Mr. Gingras was on the
Canadian Board of Directors of Deloitte from 2002 to 2010. Since 2013, he is a Director of Geomega Resources and Chairman of its audit committee. Mr. Gingras
holds an accounting degree from Laval University.
Benoît Gascon, CPA, CA, CEO & Director
31. TSX.V: LLG OTCQX: MGPHF
Director Level Executives
Andre Gagnon P. Eng., M. Eng. Project Director
A McGill University graduate, M. Gagnon has nearly 30 years of experience in project management in the heavy industrial sector, including mining and energy. His role is to
manage and coordinate the engineering, construction and commissioning.
Geneviève Gauthier P. Eng. Director, Metallurgy and Processes
Mrs. Gauthier has more than 10 years of experience as a mineral processing engineer for iron, gold and graphite ores, most recently with Soutex where she was instrumental in
developing with Mason Graphite’s team the concentration process of the Lac Guéret Project and she significantly contributed to the Feasibility Study and pre-execution work. In
her position within Mason Graphite, she is responsible for the integration of the process during execution and she is also involved with the laboratory, commissioning and
training of the employees. Mrs. Gauthier obtained her Bachelor in Chemical Engineering from Laval University.
Geneviève Pichet M.Sc., P.Eng. Director, Technical Studies and Special Projects
Ms. Pichet formerly worked at Hatch, where she held several positions since 1996, including, Associate, Process Department Director and Process Engineer. Her experience
includes project management, in-plant annual CAPEX management, process engineering in specialty minerals, process simulation and process optimization. Ms. Pichet is a Laval
University graduate.
Jacqueline Leroux Eng. Director of Sustainable Development
Jacqueline Leroux has over 20 years of experience in the mining industry and has excellent knowledge Quebec's environmental regulations. Mrs. Leroux is the former
Environmental Manager for Goldcorp's Éléonore Project in Northern Quebec (James Bay Territory), where she was in charge of permits related to exploration and construction.
She was also a former Environment Coordinator at the Troilus mine and a Metallurgist at Meston Resources. In addition to her position with Mason Graphite, she is currently
Regional Vice President of Environment for BlackRock Metals. Mrs. Leroux obtained her Bachelor of Metallurgical Engineering from Université Laval in Quebec City.
Martin Parent p. Eng. Director Engineering Manager and Deputy Project Manager
Mr. Parent worked as a project manager for the engineering firm BBA since 2011. He managed engineering and procurement for various mining projects such as the Detour Gold
and Bloom Lake infrastructures. He has also managed the engineering for the civil works of the Lower Churchill hydro-electrical project in Newfoundland and Labrador. With
nearly 25 years of experience in project management, he has led multidisciplinary teams in various industrial projects in the mining, aluminum and cement industries. He has
also been involved in major infrastructure projects overseas such as the Taiwan high speed rail and the new Hong Kong airport. Mr. Parent is a civil engineering graduate of
Laval University in Quebec City.
Robert Allard Senior Director, Procurement and Logistics
A Concordia University graduate, M. Allard has more than 30 years of experience in Supply Chain Management in the mining, manufacturing, industrial and aerospace sectors.
His role involves managing all contracting, equipment sourcing and material management at all sites.
Simon Marcotte B.A.A., CFA Director Corporate Development
Mr Marcotte has over 20 years of capital market experience. He was a partner of Cormark Securities for 4 years in institutional equity sales and was formerly a member of their
Board of Directors. Prior to that, Mr. Marcotte was a Director for CIBC World Markets in Montreal for 8 years.
He holds a B.A.A. from Sherbrooke University and is a Chartered Financial Analyst (CFA).
He is a former officer of Belo Sun Mining and Alderon Iron Ore and currently acts as an independent Director for Arena Minerals.
32. TSX.V: LLG OTCQX: MGPHF
Partnership with NanoXplore Inc.
32
After acquiring 40% of NanoXplore for $700,000 in January 2014, Mason
Graphite now owns 25% of NanoXplore Inc. being 20.4M shares
Agreements with NanoXplore include:
License agreement for Thinned Graphite Process
Lab-for-Hire agreement for design of Value-Added graphite products
Mason Graphite acts as NanoXplore’s sales and marketing agent, and sole
graphite supplier
Benoît Gascon acting as Chairman of the Board; Luc Veilleux acting as CFO
of NanoXplore Inc.
Advanced materials company, the largest Canadian producer of
graphene and one of the largest graphene producers in the world
providing customers with graphene-enhanced polymers, including
master batches in pellet form, few layer graphene powder, and custom
graphene solutions
Details of Mason’s Partnership with NanoXplore:
32
TSX.V: GRA
Martinrea International Inc. (TSX: MRE)
is a key shareholder and working on a
joint product development program
33. TSX.V: LLG OTCQX: MGPHF
NanoXplore Inc.
33
Provides high quality graphene (high purity with low defects) and
very dispersible enabling significant improvements with very small
amounts of added graphene, typically less than 1% by weight. The
core technology is a unique, low-cost manufacturing process which
produces industrial volumes of high quality graphene from graphite
flake using a one-step and environmentally friendly method
NanoXplore manufactures graphene-enhanced polymers in
response to customer interest in engineering plastics with
enhanced electrical, thermal, and mechanical properties.
NanoXplore can increase thermal conductivity (5X), improve
mechanical strength and provide graphene enhanced plastic pellets
www.nanoxplore.ca
33
Following a financing of $9.7M, NanoXplore Inc. is
now a publicly traded company and its shares are
trading on the TSX Venture under the symbol “GRA”
• Polymers:
• Graphene enhanced polymers
• Graphene enhanced engineering plastics
• Graphene enhanced pellets & master batches
• Paints & Coating
• Energy Sector:
• Improving energy capacity & charge rate of batteries
• Improving conductivity of super-capacitors
• Enabling transparent & flexible electrodes for solar cells
• Thermal Management
• Composite Materials
• Lubricants and many others
Markets and Applications:
34. TSX.V: LLG OTCQX: MGPHF 34
Ressources Québec: (Source: Investissement Quebec website)
Plan Nord and Solid Financial Partners with Mandates
Suggesting Investments in Stages
Accompagne les entreprises tout au long de la réalisation de leurs projets, de l'exploration à
l'exploitation, jusqu'à la transformation des ressources. Elle offre toute la gamme des produits
financiers tels que des participations dans le capital-actions des entreprises, des débentures
et diverses formes de prêts.
Ressources Québec complète le financement privé en favorisant les projets qui ont de
bonnes perspectives de rendement et qui sont structurants pour l'économie du Québec.
Ressources Québec dispose d'une capitalisation de plus de 500 M$ destinée à réaliser des
investissements dans ces secteurs.
Ressources Québec est également le gestionnaire du fonds Capital Mines Hydrocarbures
(CMH), doté d'une enveloppe de 1 G$, dont 500 M$ pour les projets réalisés sur le territoire
du Plan Nord et 500 M$ pour l’ensemble du Québec. Ce fonds permettra au gouvernement
du Québec de prendre des participations dans des entreprises des secteurs des mines et des
hydrocarbures qui exploitent et transforment des substances minérales au Québec.
Unveiled in May 2011; 25 year, $80 billion development project focused on the mining,
energy, forest and wildlife resource sectors among others
Plan Nord affects 72% of territory, but only 1.6% of its population
Four-fold funding strategy where private sector partners will participate in the funding
of infrastructure development
Government revenues resulting from economic development initiatives, along with
direct and indirect tax spinoffs from public infrastructure projects will be reinvested in
the Plan Nord.
Investissement Quebec, the investment arm of the Government of Quebec, will take
equity stakes in mining companies (and other businesses)
Hydro-Québec will also contribute annually to development projects in the region
35. TSX.V: LLG OTCQX: MGPHF 35
Sodémex Developpement: (source: Caisse de Dépôt Website. Note: Sodémex has now been amalgamated with the Caisse de Dépôt)
Montréal, June 20, 2013 – The Caisse de dépôt et placement du Québec announced the creation of Sodémex Développement, a $250-million fund. This new
fund, to which the Caisse has been committed since November 2012, will make investments of $5 million to $20 million in Québec companies in the natural
resources sector that are in the development stage. A flexible, hybrid financing structure that can take the form of a debenture, a convertible debenture or
equity will be introduced to meet the needs of Québec companies while ensuring an acceptable level of risk.
“The current business climate in the natural resources sector can present attractive long-term investment opportunities,” said Normand Provost, Executive
Vice-President, Equity at the Caisse. “This represents a critical entry point for the Caisse in projects that are in the development stage.”
The development phase represents a critical period because these companies are often acquired by bigger players in their industry due to insufficient capital to
continue operations. This new fund will alleviate the shortage of available capital.
Selection criteria
The process implemented to grant financing is based on discipline and rigor. The selected projects must show promise and meet the following criteria:
The executive team must:
• Be solid and experienced
• Have technical and operational knowledge of the sector
• Have very sound knowledge of the market
• Have a high-quality board of directors that complements the management team
Quality of the field
• In terms of size
• In terms of content
• In terms of the types of minerals present
Global competitiveness
• In terms of production and operating costs
• In terms of being close to adequate infrastructure
Acceptability
• A credible and well-established social acceptability and sustainable development process
Solid Financial Partners with Mandates Suggesting
Investments in Stages
36. TSX.V: LLG OTCQX: MGPHF 36
Main Markets: USA - Europe - Japan
Graphite never ships by rail like a bulk
commodity does
Ports open markets to Europe and Asia
Most of the U.S. demand is in the North East
and the Mid-West
Shipping cost generally assumed by the
customer
Cost Insurance and Freight for EU of $110/t
used in Feasibility Study
37. TSX.V: LLG OTCQX: MGPHF
Mineral Reserves & Resources Estimates
* See cautionary statements on slide 2.
** The Mineral Reserves are the basis of the 25 years Mine Life of the Feasibility Study published in Sept 2015 (amended in March 2016) and are not
included in the “in-pit” Measured and indicated Mineral Resources of 58.1 Mt grading 16.3% Cg (which have an equivalent drilling definition). The mineral
Reserves and the “in-pit” Mineral Resources are included in the total Measured and Indicated Mineral Resources of 65.7 Mt grading 17.2% Cg (19.1 Mt of
Measured Resources grading 17.9% Cg and 46.6 Mt of Indicated Resources grading 16.9% Cg) that were reported in the Company’s press release dated
December 15, 2014. The reference point for the Mineral Reserves Estimate is the mill feed. Mineral resources, which are not mineral reserves, do not have
demonstrated economic viability and were not included in the mine life or the economics of the feasibility study. Environmental, permitting, legal, title,
taxation, sociopolitical, marketing, or other relevant issues may materially affect the estimate of Mineral Resources. The same issues would need to be
considered when conducting an eventual economic evaluation in order to classify the In-Pit Mineral Resources as Mineral Reserves. In addition, there can
be no assurance that Mineral Resources in a lower category may be converted to a higher category, or that Mineral Resources may be converted to
Mineral Reserves.
37
Based on +/- 43,324 m
metres of drilling
GC Zone Resource
Mineral Reserves: Project Life – 1st 25 years
Resource Category
Tonnage
(t)
Grade
(% Cg)
Graphite
In-situ (t)
Measured 16,929,000 16.98 2,874,000
Indicated 41,205,000 16.03 6,603,000
Measured & Indicated 58,134,000 16.30 9,477,000
In-Pit Mineral Resources Beyond Project Life of 25 Years
6% cut-off grade
6% cut-off grade
Ore Category
Tonnage
(t)
Grade
(% Cg)
Graphite
In-situ (t)
Proven 2,003,000 25.05 502,000
Probable 2,738,000 29.77 815,000
Proven & Probable 4,741,000 27.77 1,317,000
38. TSX.V: LLG OTCQX: MGPHF
Mineral Resources Estimates
38
Based on +/- 43,324 m
metres of drilling
GC Zone Resource
Mineral Resources in Whittle 40
(price $ 1,285)
%Cg Tonnes
Measured 5% < Cg < 25% 15.16 15,730,000
Measured Cg > 25% Cg 30.58 3,375,000
Total Measured 17.88 19,105,000
Indicated 5% < Cg < 25% 14.59 40,257,000
Indicated Cg > 25% 31.58 6,332,000
Total Indicated 16.90 46,589,000
Indicated + Measured 5% < Cg < 25% 14.75 55,986,000
Indicated + Measured Cg > 25% Cg 31.23 9,707,000
Total Measured + Indicated 17.19 65,693,000
Inferred 5% < Cg < 25% 14.90 15,201,000
Inferred Cg > 25% 31.75 2,450,000
Total Inferred 17.24 17,651,000
Mineral Resources Estimate for Lac Guéret (December 2014)
Body 1 + 2 + 3 using a 5 < Cg < 25% and Cg > 25% in Whittle 40 (no waste price $ 1,285), rounded numbers.
5% cut-off grade
* See cautionary statements on slide 2.
**Mineral resources, which are not mineral reserves, do not have demonstrated economic viability and were not included
in the mine life or the economics of the feasibility study. Environmental, permitting, legal, title, taxation, sociopolitical,
marketing, or other relevant issues may materially affect the estimate of Mineral Resources. In addition, there can be no
assurance that Mineral Resources in a lower category may be converted to a higher category, or that Mineral Resources
may be converted to Mineral Reserves.
39. TSX.V: LLG OTCQX: MGPHF
Excellent Metallurgy
Metallurgical Testing during the Feasibility Study confirmed the
preliminary results:
Graphite recoveries in excess of 94%
Concentrate purity of 95.9% for the +150 mesh cumulative
27% of +80 mesh cumulative, including 14% of +50 mesh
39
Flake Size
Distribution
(%)
Carbon Content
(% Cg)
+50 mesh (Large Flake) 14% 95.6%
+80 mesh (Large Flake) 13% 96.4%
+150 mesh 15% 95.8%
-150 mesh 58% 91.2%
Total / Average 100% 93.2%
Preliminary Metallurgical Testing Completed in 2013
* Please refer to the press release dated February 22, 2013 for complete result details.
For the 2nd Transformation:
Purity of 99.9% Cg achieved in
preliminary purification trials
Spheronization of fine materials
demonstrated with good yield
Flake Size Graphite (Cg)
+48 mesh 99.6%
+80 mesh 99.7%
+150 mesh 99.9%
40. TSX.V: LLG OTCQX: MGPHF
Head Office (Greater Montreal)
3030 Le Carrefour blvd., Suite 600
Laval, QC, H7T 2P5
T +1 (514) 289-3580
T +1 (647) 801-7273
TSX.V: LLG
OTCQX: MGPHF
www.masongraphite.com