0
Sales & MarketingApril 2017
1
Disclaimer1
2
Syrah's Balama deposit has the largest defined reserve and is the only fully funded listed graphite project160
140
Syrah Resources' low-grade stockpiles at 2 - 9% TGC will be greater than most other proposed projects' head grade
120
Tonnage (Mt)
100
80
Volt Resources
Magnis Resources
Mt at 9% TGC cut-
off
Syrah Resources
60
40
Northern
Graphite
Energizer Resources
Battery Minerals
20
Eagle Graphite
0
Kibaran
Resources
Focus
Graphite
Mason
Graphite
0 5 10 15 20 25 30
Grade (% TGC)
Source: Syrah Resources, Corporate Reports. bubble size representative of defined reserve.
ASX and TSX listed projects only and excludes Chinese producers
Cut-off grade for Northern Graphite (Ontario, Canada) is 1% TGC
Cut-off grade for Energizer Resources (Madagascar) is 4.5% TGC
Cut-off grade for Kibaran Resources (Tanzania) is 5% TGC
Cut-off grade for Battery Minerals (Mozambique) is 4.4% TGC
Cut-off grade for Focus Graphite (Quebec, Canada) is 3.1% TGC
Cut-off grade for Mason Graphite (Quebec, Canada) is 6% TGC
Cut-off grade for Volt Resources (Tanzania) is 1.3% to 1.8% TGC
TGC = Total graphitic carbon
Unfunded
Fully funded
2
3
Major project metrics highlight the attractiveness the Balama investment Capital Intensity(US$ invested or proposed / tonne of capacity)
4.0
2.00
Strip Ratio(tonne of waste per tonne of graphite ore)
3.0 1.50
2.0
1.0
Syrah
0.0
0.6
1.00
0.50
Australia
Tanzania
Tanzania
Tanzania
Australia
Australia
USA
Canada
Canada
0.00
Syrah
USA
Canada
Canada
Canada
Canada
Australia
Tanzania
Tanzania
0.04
800
600
400
200
Syrah
0
286
Madagascar
Mozambique
Mozambique
Cash cost per tonne at full production(US$/t)
400
300
200
100
Canada
Canada
Tanzania
Tanzania
Australia
Canada
Canada
Australia
Syrah
0
350
Production Capacity(ktpa)
Mozam…
Mozam…
Tanzania
Mozambique
Mozambique
Tanzania
Australia
Mozambique
Australia
Australia
Australia
USA
Canada
Source: Syrah Resources, Corporate Reports 3
Note: Competitor location based on location of proposed mine, not company headquarters.
Syrah Resources Limited published this content on 28 April 2017 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 27 April 2017 22:59:21 UTC.
Original documenthttp://www.syrahresources.com.au/investors/downloads/437
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