Set for Growth

September 2023

Raymond James Briefing Presentation

ASX: NVX Nasdaq: NVX

Investor Presentation, September 2023

Important Notice and Disclaimers

The information contained in this presentation (the "Presentation") has been prepared by NOVONIX Limited (ACN 157 690 830) ("the Company" or "NOVONIX") solely for information purposes and the Company is solely responsible for the contents of this Presentation. It is intended to be a summary of certain information relating to the Company as at the date of the Presentation and does not purport to be a complete description of NOVONIX or contain all the information necessary to make an investment decision. Accordingly, this Presentation is not intended to, and should not, form the basis for any investment, divestment or other financial decision with respect to the Company. Any reproduction or distribution of the Presentation, in whole or in part, or the disclosure of its contents, without prior consent of the Company, is prohibited.

Not an Offer

This Presentation does not constitute, nor does it form part of an offer to sell or purchase, or the solicitation of an offer to sell or purchase, any securities of the Company. This Presentation may not be used in connection with any offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not permitted by law or in which the person making the offer or solicitation is not qualified to do so or to any person to whom it is unlawful to make such offer or solicitation. Any offering of securities will be made only by means of a registration statement (including a prospectus) filed with the U.S. Securities and Exchange Commission (the "SEC"), after such registration statement becomes effective, or pursuant to an exemption from, or in a transaction not subject to, the registration requirements under the U.S. Securities Act of 1933, as amended. No such registration statement has become effective, as of the date of this Presentation.

Forward-Looking Statements

This Presentation contains forward-looking statements about the Company and the industry in which it operates. Forward-looking statements can generally be identified by use of words such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "will," or "would," or other similar expressions. Examples of forward-looking statements in this presentation include, among others, statements we make regarding the performance of our Generation 3 Furnaces and their ability to meet customer specifications, and cost, throughput and sustainability targets, our increased production target and timing of commercial production of our Riverside facility, our ability to achieve profitability and sales price targets, the efforts and potential benefits of our working with the U.S. Department of Energy, and the timing of our future site expansions. We have based such statements on our current expectations and projections about future events and trends that we believe may affect our financial condition, results of operations, business strategy and financial needs. Such forward-looking statements involve and are subject to known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company and/or its subsidiaries to be materially different from any future results, performance or achievements expressed or implied by the forward-looking information. Such factors include, among others, the success of the technology results in industrial format lithium-ion cells, our ability to scale to other technologies, how discussions progress with potential customers, and the accuracy of our estimates regarding market size, expenses, future revenue, capital requirements and needs for additional financing, and regulatory developments in the United States, Australia and other jurisdictions. Detailed information regarding these and other factors that could affect our business and results is included in our filings, including the Company's most recent transition and annual reports on Form 20-F, particularly the "Operating and Financial Review and Prospects" and "Risk Factors" sections of those reports. Copies of these filings may be obtained by visiting our Investor Relations website at or the SEC's website at Forward-looking statements are not guarantees of future performance or outcomes, and actual performance and outcomes may differ materially from those made in or suggested by the forward-looking statements contained in this Presentation. Accordingly, recipients of this Presentation should not place undue reliance on forward-looking statements. Any forward-looking statement in this Presentation is based only on information currently available to us and speaks only as of the date on which it is made. We undertake no obligation to update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise.

Industry and Market Data

This Presentation contains estimates and information concerning our industry and our business, including estimated market size and projected growth rates of the markets for our products. Unless otherwise expressly stated, we obtained this industry, business, market, and other information from reports, research surveys, studies and similar data prepared by third parties, industry, and general publications, government data and similar sources. This Presentation also includes certain information and data that is derived from internal research. While we believe that our internal research is reliable, such research has not been verified by any third party.

Estimates and information concerning our industry and our business involve a number of assumptions and limitations. Although we are responsible for all of the disclosure contained in this Presentation and we believe the third-party market position, market opportunity and market size data included in this Presentation are reliable, we have not independently verified the accuracy or completeness of this third-party data. Information that is based on projections, assumptions and estimates of our future performance and the future performance of the industry in which we operate is necessarily subject to a high degree of uncertainty and risk due to a variety of factors, which could cause results to differ materially from those expressed in these publications and reports.

Trademarks, Service Marks and Trade Names

Throughout this Presentation, there are references to various trademarks, service marks and trade names that are used in the Company's business. "NOVONIX," the NOVONIX logo and other trademarks or service marks of NOVONIX appearing in this Presentation are the property of NOVONIX or its subsidiaries. Solely for convenience, the trademarks, service marks and trade names referred to in this Presentation are listed without the ® or ™ symbol, as applicable, but such references should not be construed as any indicator that their respective owners will not assert, to the fullest extent under applicable law, their right thereto. All other trademarks, trade names and service marks appearing in this Presentation are the property of their respective owners.

ASX: NVX Nasdaq: NVX


InvestorRaymondPresentation,James, September2023023

Providing Revolutionary Solutions to the Battery Industry

Investment Highlights

Leading U.S. based battery materials and technology Company with lower carbon footprint

Large and growing market for battery materials supported by localization efforts

Intellectual property portfolio for synthetic graphite manufacturing and all-dry,zero-waste NMC cathode synthesis

Battery Technology Solutions provides competitive advantage to accelerate innovation

Customer and government financing support paving a path to profitability as a sector leader

Riverside Facility in Tennessee

ASX: NVX Nasdaq: NVX


InvestorRaymondPresentation,James, September2023023

Competitive Advantage Through Synergistic Operating Structure

  • Leading domestic supplier of battery-grade synthetic graphite
  • Large scale and sustainable production to advance North American battery supply chain
  • Strategically positioned to accelerate clean energy transition through proprietary technology, advanced R&D and partnerships
  • Develops industry leading lithium- ion battery testing equipment while providing R&D services
  • Competitive intelligence from unparalleled visibility across the entire industry drive value-add opportunities
  • In-housetesting technology & data solutions accelerates rapid advancements compared to industry standard
  • Commercializing proprietary All- Dry Zero-Waste Cathode Synthesis technology
  • Process technology minimizes environmental impact while producing high performance materials
  • Pilot will demonstrate large-scale production of up to 10 tpa

BTS provides competitive advantage to remain industry leader and unlocks value-add opportunities

ASX: NVX Nasdaq: NVX


InvestorRaymondPresentation,James, September2023023

CLICKNOVONIXTO EDITLocalizingMASTERtheTITLESyntheticSTYLEGraphite Supply Chain

NOVONIX Anode Material Progress & Advantages

Domestic Supply

Producing high-performance synthetic graphite materials sustainably for local supply of Tier 1 battery and OEM customers

High Performance

Our products are developed to meet or exceed Tier 1 EV OEMs specifications

Cleaner, More Efficient Technology

Produced with cleaner energy sources with virtually zero emissions and uses no harmful chemicals

Strategic Relationships

Leveraging close collaboration with partners and customers to bring our anode materials to market

Key Strategic Relationships & Highlights

  • Signed a Joint Research and Development Agreement (JDA) with LGES in June 2023
    • Upon completion of JDA, LGES has the option to purchase up to 50,000 tonnes of artificial graphite anode material over a 10-year period
    • LGES invested $30M in convertible notes
  • Supply Agreement with KORE Power scaling to ~12,000 tpa of anode material

MOU agreements with both Panasonic Energy and Samsung SDI for evaluation of NOVONIX materials

  • In August 2021, Phillips 66 made a $150 million strategic investment to become NOVONIX's largest shareholder and engaged PSX in technology development agreement
  • Partnership with Harper International, a domestic specialized furnace technology leader, developing and supplying NOVONIX with proprietary systems for thermal processing


Nasdaq: NVX



Nasdaq: NVX

Raymond James, September 2023


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Novonix Ltd. published this content on 21 September 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 September 2023 03:32:05 UTC.