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QUANTUM GRAPHITE LIMITED Investor Presentation 2025

Sep 22, 2025

65646_rns_2025-09-22_183096ce-803f-49c0-9eaa-875c90f63ae9.pdf

Investor Presentation

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SA INVESTOR BRIEFING 220925 22/09/2025, 16:30 GMT+10 Electra House�

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NT
QLD
WA MUSGRAVE PROVINCE
SOUTH Marla
AUSTRALIA
NSW
Coober Pedy
VIC
TAS
GAWLER CRATON
CURNAMONA
PROVINCE
ADELAIDE
RIFT COMPLEX
Kimba
Graphite Contained Resource (tonne)
Less than 100,000 CAMPOONA
100,000 - 249,999 Oakdael Cape Hardy SIVIOUR MURRAYBASIN
250,000 - 499,999 ULEY Port Lincoln KOOKABURRAGULLY
500,000 - 999,999 Adelaide
Uley Graphite
Greater than 1,000,000 Mine
Current February 2023 0 250km
MAJOR MINES (approved)
Developing projects Highway
Graphite Occurences Railway
Tenements Under Exploration for Graphite Mount Gambier
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  • Within the next decade, there is a clear opportunity for those in control of large flake graphite deposits in low-risk jurisdictions to establish a flake graphite (incl. anode precursor) supply chain for major Western markets

  • The successful dominant participants are those who are vertically integrated and control downstream refining as well as raw material concentrate production

  • The Eyre Peninsula Graphite Hub uniquely provides this solution, establishing its own market and price discovery infrastructure for concentrate and purified graphite products

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Sun Tzu: "The supreme art of war is to subdue the enemy without fighting."

In the 21st century, wars aren't just fought with weapons—they're waged in boardrooms, supply chains, and factories.

Nowhere is this clearer than in the global race to dominate the lithium-ion battery supply chain. While the West debated, China executed-methodically, strategically, and often invisibly. True to Sun Tzu’s teachings, their dominance didn’t come through confrontation, but through foresight, patience, and impeccable timing.

Joe Lowry

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Legend Transshipment and Index Pricing Potential Refining Operations Processing and Marketing (Eyre Peninsula Graphite Hub)

Achieving three essential elements - critical infrastructure (supply chain), market integrity (index/reference pricing) and Australian downstream industries (long duration thermal energy storage cells).

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[extract]

Four essential elements that ensure the Eyre Peninsula and the EPG Hub deliver an independent scalable supply chain...

  • Upstream - A massive mineral resources of high quality flake graphite

  • Downstream - Contaminant free, high value concentrate that delivers HPG at quality levels meeting stringent standards of:

  • Tier 1 Lithium-ion anode (EV and storage)

  • Isostatic graphite (medical and defence)

  • Economics - Lowest cost scale producer of concentrate and HPG

  • Control - Australian owned and controlled technology

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  • EPG Hub constitutes an independent, integrated supply chain infrastructure i.e., mining, concentrate production, HPG production, secondary trading

  • Embedded with its own transparent price discovery mechanism

  • EPG Hub pricing will be published by an established PRA and based upon quotations on a recognised commodities and futures market such as the SGX

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Exclusive Export Terminal Exclusive Pathway
Multifunction
for Flake Graphite to Lowest Cost HPG
Common User Facility
Concentrate Facilities
Maintain Australian
Control of Raw Material Global Price Setting Creates the Largest
Supply and Downstream Mechanism Ex-China Market
Processing
TES Source of
Specialty Products
Graphite Cell PSG
(Defence, Tech, Medical)
Manufacturing for Anode Manufacture
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Moisture Ash pH Al Ca Fe Na Si
-
% % ppm ppm ppm ppm ppm
<0.10 <0.05 >4.2 <20 <20 <30 <10 <30
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Natural Graphite Concentrate Anode Specification - 195

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D50 Tap SSA Carbon Content Bulk Density +100 -325
μm g/cc m2/g % g/cc
70-100 >0.7 <3 >94 >0.4 10-20% <30%
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Natural Graphite Concentrate Anode Specification - 194

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Element Ag Al As Au Ba Be Bi Ca Cd Ce Co Cr Cs Cu Dy Er
ppb ppm ppb ppb ppb ppb ppb ppm ppb ppb ppb ppb ppb ppb ppb ppb
Detection Limit
0.1 0.01 0.1 0.1 0.1 0.1 0.1 0.01 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
Presence 2.1 8 32.4 0.7 69.6 0.4 2.7 1.8 0.4 202.5 9.9 25,625 3.5 103.4 2.7 1.9
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Element Eu Fe Ga Gd Ge Hf Hg Ho I In K La Li Lu Mg Mn Mo
ppb ppm ppb ppb ppb ppb ppb ppb ppb ppb ppm ppb ppb ppb ppm ppm ppb
Detection Limit
0.1 00.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.01 0.1 0.1 0.1 0.01 0.001 0.1
Presence 0.4 22.2 10.7 2.4 0.7 24.2 0.5 0.6 2.5 0.2 0.8 48.1 14.5 0.3 0.7 0.2 819
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Element Na Nb Nd Ni P Pb Pd Pr Pt Rb Re S Sb Sc Se Si Sm
ppm ppb ppb ppb ppm ppb ppb ppb ppb ppb ppb ppm ppb ppm ppb ppm ppb
Detection Limit
0.01 0.1 0.1 0.1 0.01 0.1 0.1 0.1 0.1 0.1 0.1 0.01 0.1 0.1 0.1 0.01 0.1
Presence 68.1 113.3 19.2 2,380 0.2 42.3 2.8 6.4 0.3 10.5 <0.1 31.1 3.8 11.0 <0.1 23.3 2.7
Element Sn Sr Ta Tb Te Th Ti Tl Tm U V W Y Yb Zn Zr Total
ppb ppb ppb ppb ppb ppb ppm ppb ppb ppb ppb ppb ppb ppb ppb ppb
Detection Limit
0.1 0.1 0.1 0.1 0.1 0.1 0.01 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
Presence 140.8 28.9 2.9 0.5 0.2 58.8 1.51 <0.1 0.3 7.1 64.2 44.3 14.3 1.7 60.0 908 0.02%
99.98% gC
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