Producer of the World s Highest-Grade Graphite

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TSX-V: CYL OTCQB:

CYLYF FSE: CCY

February 2021 / 2021年2月

Producer

of the World’s Highest-Grade Graphite

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Disclaimer

免责声明

This presentation includes certain statements that may be deemed forward looking statements. All statements in this discussion, other than statements of historical facts, which address future production, reserve potential, exploration activities and events or developments that the Company expects, are forward looking statements. Such forward-looking statements include, without limitation: (i) estimates of future graphite prices, supply, demand and/or production; (ii) estimates of future cash costs; (iii) estimates of future capital expenditures; (iv) estimates regarding timing of future development, construction, production or closure activities; (v) statements regarding future exploration results; (vi) statements regarding cost structure, project economics, or competitive position, and; (vii) statements comparing the Company’s

properties to other mines, projects or metals. Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results or developments may

differ materially from those in the forward-looking statements. Factors that could cause actual results todiffer materially from those in forward looking statements include market prices, exploitation and exploration successes, continued availability of capital and financing, and general economic, market or business conditions. Investors are cautioned that any such statements are not guarantees of future performance, that the Company expressly disclaims any responsibility for revising or expanding the forward-looking statements to reflect actual results or developments, and that actual results or developments may differ materially from those projected, in the forward- looking statements. The projections contained in the presentation are speculative and have not demonstrated economic viability and are not (NI 43-101) complaint. The geological information / technical information of this presentation has not been reviewed and approved by arms length qualified person under NI 43-101 and therefore not to be relied upon. The information received is for personal use. Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. Nothing contained herein should be construed as a warranty of investment results or advice. All risks, losses and costs associated with investing, including loss of principal, are your

responsibility.

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Ceylon Graphite’s mission is to be the low cost, low impact, global supplier of the

highest quality graphite products 100 % trackable and transparent, to a rapidly growing

energy storage market.

Ceylon Graphite

的使命是成为一家低成本、对环境低影响的全球供应商,为快速增

长的储能市场提供最高品质的石墨产品,并且

100%

透明和可追踪。

Highest grade in situ graphite on the planet -90% + Cg /

球上品位最高的原位石墨,纯度超过

90%

• K 1 mine in commercial production -5000tons / K1

矿已经投

入商业生产,

5000

• M1 mine will be in production 2

nd

half of 2021 / M1

矿将在

2021

年下半年投产

• Lowest quartile production costs – US$220/ton

生产成本处

在最低的四分之一区间,每吨

220

美元

• Breakeven cash flows on small production

少量生产带来盈

亏平衡的现金流

• Energy storage supply chain looking forglobal

sourcing diversity

储能供应链正寻求全球采购多样性

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Graphite is a mineral with unique thermal,

chemical,

and electrical properties

. 石墨是一种具有独特的

热、化学和导电性能的矿物。

Derived from carbon, it is biocompatible

. 从碳中提

取,具有生物相容性。

Has been designated

a

critical mineral by the United

States

due

to its supply chain

vulnerability and

its

importance

to

national

security. 由于供应链的脆弱性及其

对国家安全的重要性,

美国

已将石墨指定为

关键矿物

All

the

products

shown

require

some form of

refined/purified

form of

graphite

. 显示的所

有产品都需要对石墨进行某种形式的精

/提纯。

Steel / Refractory 钢铁/耐火材料

What is Graphite?

石墨是什么?

Lubricants 润滑油 Electric Cars 电动汽车 Batteries/Energy Storage 电池/储能 Lightweight Composites 轻质复合材料 Coatings/ Inks 涂层/油墨 Water Treatment 水处理 Biomedical Devices 生物医学设备

Smart Materials & IOT 智能材料与物联网

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Graphite Demand

石墨需求

2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030

At present, EVs account for 200,000 tpa of graphite demand in a

market of between 700-800,000tpa. However, BMI forecasts the

EV figure will soar to nearly 3Mtpa in 2030 in a 4Mtpa market

目前,在每年

70-80

万吨的石墨市场中,电动汽车每年占到

20

万吨的

石墨需求。不过,

BMI

预测,

2030

年,在每年

400

万吨的市场中,电

动车对石墨的需求将飙升到每年

300

万吨。

TSXV: CYL

Carburisation 渗碳 Lubricants 润滑油 Graphite shapes 石墨形状 Refractory and foundry 耐火和铸造 Expandable Graphite 可膨胀石墨 Friction products 摩擦产品 Carbon brushes 碳刷 Other uses 其他用途 Li-ion battery 锂离子电池

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Graphite

deficit

石墨

供应赤字

2022: Deficit

from existing

operations

2022

:来自现

有业务的供

应赤字

2028: Deficit

with all potential

new resources

2028

:所有潜在

新资源带来的供

应赤字

0 2500000 5000000 7500000 2021 2018 2027 Tonnes 吨 10000000 2020 2037 2015 2016 2017 2019 2022 2023 2024 2025 2026 2028 2029 2030 2031 2032 2033 2034 2035 2036 2038 2039 2040 Total Demand 总需求

Possible additonal tonnes 可能增加的吨数

© Benchmark Mineral Intelligence 2019

Probable additonal tonnes 很有可能增加 的吨数

Highly Probable additonal tonnes 极有可能增加的吨数

Operational supply 业务供应

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Graphite is used in the production of the anode for the lithium ion cell

石墨用于生产锂离子电池的阳极

Anode

阳极

Electrolyte

电解质

Cathode

阴极

Lithium Ion Cell – Diagram 锂离子电池 - 图解

Separator

分离器

Electrolyte

电解质

Our Cells should be called

Nickel-Graphite,

because primarily the cathode is nickel and the anode side

is graphite with silicon oxide [there's] a little bit of lithium in there, but it's like the salt on the salad——

ELON MUSK

“我们的电池应该叫镍

-

石墨电池,因为阴极主要是镍,阳极是石墨和氧化硅,

[

只有

]

一点点锂在里面,

只不过它就像沙拉上的盐一样。

——

埃隆

·

马斯克

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Lithium

25,000 tonnes

2.5

万吨锂

Nickel

19,000 tonnes

1.9

万吨镍

Cobalt

6,000 tonnes

6000

吨钴

Graphite anode

33,000 tonnes

3.3

万吨石墨阳极

How much raw material does a

30GWh battery

mega factory

consume?

一座

30千兆瓦时的

超级电池工厂要消耗

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How Much Graphite is there in an EV

一辆电动车中有多少石墨

Vehicle 车型(all 2019 model year / 2019

年的所有电动车车型) MSRP 厂家建 议零售价 (USA美元) Battery 电池 Pack Cost (1) Pack成本 Graphite 石墨(2) US$ kWh 千瓦时 US$@$100/ kWh 每千瓦时100 美元 Kg 千克 Tesla Model S 特斯拉Model S 79,990 100 10,000 71

Hyundai Kona Electric SEL

现代科纳电动SEL 36,950 64 6,400 45 Kia Niro EV 起亚Niro EV 38,500 64 6,400 45 Chevrolet Bolt EV LT 雪佛兰Bolt EV LT 36,620 60 6,000 43

Nissan Leaf S Plus

日产Leaf S Plus 36,550 62 6,200 44 Audi e-Tron 奥迪e-tron 74,800 95 9,500 67 BMW i3 宝马i3 44,450 42 4,200 30 Volkswagen e-Golf 大众e-Golf 31,895 36 3,600 26

1. Actual pack costs are currently higher than numbers quoted – these are target costs – Bloomberg NEF quotes 2020 average as US$110/ kWh / 真实的 Pack成本现在比上面的报价要高,表中的只是目标成本——彭博新能源财经报价2020年平均成本为每千瓦时110美元

2. Assumptions: operating voltage at 3.92V. “for optimum range” and 360 mAh/g average capacity. 假设:工作电压3.92伏为“最佳范围",平均容量 为360毫安时每克(mAh/g)

Actually: excess anode active material used (up to 20%); some use of 4 to 8% SiOx

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Strong Management Team

强大的管理团队

Anuka Soza

Director – Sarcon Development ( Pvt) Ltd / Sarcon Development ( Pvt) Ltd董事

Manages day to day business in Sri Lanka. A serial entrepreneur and successful multisector businessman. 管理斯里兰卡的日常业务,是一名连续创业者 和多个领域的成功经商者。 Ranjit Premasiri Consultant Geologist 顾问地质学家 Sasha Jacob

Founder & Strategic Advisor 创始人兼战略顾问

Chair of the Canadian arm of The Nature Conservancy, Ex Vice Chair of WorldWildlife Fund Serial Entrepreneur, Canada’sFirst banker in Renewables and Cleantech – raised over $ 8 bn.status 自然保护协会加拿大分会主席,世界野生动物基金前 副主席,连续创业者,加拿大第一个可再生能源和清 洁技术领域的银行家--筹集了超过$80亿的资金 Bharat Parashar Chairman/Chief Executive 董事会主席/首席执行官

42 years Asia Experience. CEO EMP Daiwa Asia, DHead AIG Asia Infrastructure Fund 1,Co Head Citigroup Asia, CEO American Express India. Head of Chemical Bank

Investment banking in Asia. / 亚洲42年的经验,EMP Daiwa Asia首席执行官,AIG Asia Infrastructure Fund 1负责人,花旗集团亚洲区联合负责人,美国运通印度分 公司首席执行官。化学银行亚洲投资银行业务负责人。 TSXV: CYL Dr. Mallika Bohm Technical Director 技术董事 Dr. Siva Bohm

Chief Scientific Executive 首席科学官

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1. Avissawella 2. Rathnapura 3. Balangoda 4. Ambalangoda 5. Morawaka 6. Nuwaraeliya 7. Mathugama 8. Kegalle 9. Attanagalle 10. Malsiripura 4 grids / 4方格 25 grids / 25方格 2 grids / 2方格 8 grids / 8方格 2 grids / 2方格 2 grids / 2方格 24 grids / 24方格 22 grids / 22方格 29 grids(K1) / 29方格 5 grids (M1) / 5方格 Map of Sarconproperties 9. 8. 1. 2. 3. 6. 7. 5. 4. 1 010

• Total land package: 121 km2 (121 grids

at 1x1 km) with Exploration Licenses issued by the Geological Society and Mines Bureau (“GSMB”)./总土地面积: 121平方公里(121个1x1公里的方格), 有地质学会和矿务局颁发的勘探许可证 • Highest purity of in situ graphite

globally – Cg 90% + ( average)./全球 最高纯度的原位石墨,纯度超过90% (平均)

• Comprises most of the geologically identified graphite resources in Sri Lanka (excl. mines currently in

production) 包括斯里兰卡大部分地质上 已确定的石墨资源(不包括目前正在生 产的矿山)。.

• K1 site in production and M1 to follow shortly. / K1矿场已 投产,M1将很快跟上。

Largest Land Package in Sri Lanka 斯里兰卡最大的土地组合

Map of Ceylon Graphite Grids

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Ceylon Graphite Production Highlights

Ceylon Graphite生产亮点

Ceylon Graphite was established on Jan 22017 Ceylon Graphite 成 立于2017年1月2日 December 2019,K1announces Commercial Production 2019年12月,K1宣布商 业生产

Dorfner ANZAPLAN and AEHC verify that graphite expandable and

spheroidizable. Quality of graphite exceptional. / Dorfner ANZAPLAN和 AEHC核实石墨可膨胀,可球化。 石墨 品质卓越。 May 2021 M1 siteto start Commercial Production / 2021 年5月M1矿场开始 商业生产

H1 and P1 sites expected

to come on stream late 2022/ H1和P1矿场预计 2022年底投产 Mid 2023 Upgrading/ Processing plant 2023年中期 升级/加工厂 December 2023

mines 5 and6 commence production / 2023年12月5 号和6号矿开始生产

December 2024. Mine 10 comes on stream. Natural Graphite capacity 50,000 tons / 2024年12月10号矿 投产。天然石墨产能5万吨

1. Estimated total cost to production per mine US$ 2/2.5 million. 预计每座矿山投产的总成本为200-250万美元。 2. Estimated cost of production per ton US$ 220. 预计生产每吨石墨的成本为220美元。

3. Estimated production per mine 5,000 tons per anum. 预计每座矿山每年能生产5000吨石墨。 4. Estimated mine life 50 years 预计矿山寿命为50年。

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K1 - Current Resource Estimate 52,955 tons*

K1-当前资源量估测52,955吨*

ShaftArea 竖井区域 Shaft atdepth 井下的竖井 FirstProduction 首次生产 FirstProduction 首次生产 Shaft atdepth 井下的竖井 Miners atdepth 井下的矿工

*As submitted to the GSMB locally generated

如提交给GSMB当地 生成

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M1 - Current Resource Estimate 76,574 tons*

M1-当前资源量估测76,574吨*

Graphite in Shaft 竖井中的石墨 New Shaft 新的竖井 Graphite in Shaft 竖井中的石墨

Size of Graphite Veins 石墨矿脉的大小

Veins Keep Getting Bigger 矿脉不断扩大

*As submitted to the GSMB locally generated

如提交给GSMB当地生成

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Ceylon Graphite Highest Grade – Lowest Cost

Ceylon Graphite

品位最高

——

成本最低

Ticker股票代码 Market Capitalization市值 CapEx资本支出 Grade Cg

Resource

资源品位 碳当量

Cost per Ton每吨 成本 (美元)

Location位置

Syrah Resources Ltd ASX: SYR AU$ 431mn / 4.31亿澳元 US$300mn / 3亿美元 11.00% US$475 Mozambique 莫桑比克 Nouveau Monde Mining TSX-v: NOU C$ 186.7mn / 1.867亿加元 US$230mn / 2.3亿美元 4.00% US$532 Canada 加拿大

Zen Graphene TSX-v: ZEN C$ 135.11mn / 1.3511亿加元 US$411mn / 4.11亿美元 3.90% US$2,046 Canada 加拿大 Magnis Energy ASX:MNS AU$ 123.3.7mn / 1.2337亿澳

US$269mn / 2.69亿美元 5.40% US$502 Tanzania 坦桑尼亚 Ecograf ASX: EGR AU$ 65.5mn / 6550万澳元 US$77.5mn / 7750万美元 8.30% US$500 Tanzania 坦桑尼亚 Walkabout Resources ASX:WKT AU$ 54.13mn / 5413万澳元 US$27.8mn / 2780万美元 10.80% US$347 Tanzania 坦桑尼亚

Mason Graphite TSX.v: LLG C$ 51.2mn / 5120万加元 C$258mn / 2.58亿加元 28.00% US$484 Canada 加拿大 Battery Minerals ASX:BAT AU$ 48.2mn / 4820万澳元 US$39.5mn / 3950万美元 8.10% US$361 Mozambique

莫桑比克 Triton Minerals ASX:TON AU$ 45.5mn / 4550万澳元 US$99.4mn / 9940万美元 6.20% US$634 Mozambique

莫桑比克 SRG Graphite TSX-v:SRG C$ 45mn / 4500万加元 US$105.1mn / 1.051亿美元 5.60% US$502 Guinea 几内亚 Nextsource Materials TSX: NEXT C$ 41.86mn / 4186万加元 C$18.4mn / 1840万加元 6.10% US$353 Madagascar

马达加斯加 Leading Edge Materials TSX.v: LEM C$ 39.54mn / 3954万加元 US$16.7mn / 1670万美元 9.30% US$730 Sweden 瑞典

Ceylon Graphite

TSX-v: CYL

C$ 41.7 mn / 4170万加元 C$6.75mn / 675万加元 90%+ (vein矿脉)

US$220

Sri Lanka斯里兰卡

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Current Graphite Prices

当前的石墨价格

Source :Benchmark Graphite Assessment

Graphite

石墨

Current Price

当前价格

Source

来源

FLAKE, 94-95% Cg, -100 MESH

片状石墨,

94-95% Cg,-100目

US$ 540/ton

540美元/吨

China 中国/Africa 非洲*

FLAKE, 94-95% Cg,+100 MESH

片状石墨,

94-95% Cg,+100目

US$ 768/ton

768美元/吨

China 中国/Africa 非洲*

FLAKE, 94-95% Cg, +50 MESH

片状石墨,

94-95% Cg,+50目

US$ 1410/ton

1410美元/吨

China 中国/Africa 非洲*

VEIN, 94-95% Cg

晶状石墨,

94-95% Cg

* Largest Producers 最大的生产商

US$ 2000/ton

2000美元/吨

Sri Lanka 斯里兰卡

TSXV: CYL

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Cash Flows 现金流

Ceylon Graphite Corp

Nov 2020 Financial Projections / 2020年11月财务预测

US$ 美元 Years fromPresent 从现在算起的年数 1 2 3 4 5 6 7 8 9 10 Production 生产 K1 1,000 3,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 M1 100 1,000 3,000 5,000 5,000 5,000 5,000 5,000 5,000 5,000 Mine 3 / 3号矿 500 1,000 4,000 5,000 5,000 5,000 5,000 5,000 5,000 Mine 4 / 4号矿 500 1,000 4,000 5,000 5,000 5,000 5,000 5,000 5,000 Mine 5 / 5号矿 500 1,000 4,000 5,000 5,000 5,000 5,000 5,000 Mine 6 / 6号矿 500 1,000 4,000 5,000 5,000 5,000 5,000 5,000 Mine 7 / 7号矿 500 1,000 4,000 5,000 5,000 5,000 5,000 Mine 8 / 8号矿 500 1,000 4,000 5,000 5,000 5,000 5,000 Mine 9 / 9号矿 500 1,000 4,000 5,000 5,000 5,000 5,000 Mine 10 / 10号矿 500 1,000 4,000 5,000 5,000 5,000 5,000 Total Production 总产量 (tonnes 吨) 1,100 5,000 11,000 22,000 32,000 46,000 50,000 50,000 50,000 50,000 Net Revenue 净收入 $1,742,400 $7,920,000 $17,424,000 $36,784,000 $56,320,000 $85,008,000 $96,800,000 $101,200,000 $105,600,000 $110,000,000 Gross Profit 毛利润 $1,351,900 $5,960,000 $12,669,800 $26,313,760 $39,567,616 $58,081,293 $63,705,024 $66,134,628 $67,303,091 $70,790,722 Margin % 利润率 68% 66% 64% 63% 62% 60% 58% 58% 56% 57% EBITDA 息税折旧摊销前利润 $391,900 $4,890,000 $11,489,800 $25,023,760 $38,167,616 $56,581,293 $62,205,024 $64,384,628 $65,303,091 $68,540,722 Margin % 息税折旧摊销前利润率 20% 54% 58% 60% 60% 59% 57% 56% 54% 55%

Project cash flow 项目现金流 $0 -$1,608,100 $390,000 $3,989,800 $15,523,760 $34,667,616 $41,261,731 $44,918,884 $46,232,371 $46,721,243 $48,935,647 Net Cash 现金净额 $1,783,333 $8,802,481 $9,943,566 $13,373,366 $28,377,126 $62,564,742 $103,386,473 $148,305,357 $194,537,728 $241,258,971 $290,194,618

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Ceylon Graphite TSXV Performance

Ceylon Graphite股票在多交所创业板的表现

Market Capitalization 市值 : $ 45,241,656 Total Shares 总股数: 122,274,747 Warrants 权证: 75,378,556 Options 期权: 8,007,870 Insiders 内部人士持股: 18,537,845 (15.16%) Debt 债务: 0 Convertible Debt 可转换债券- $ 2,000,000 @ C$ .25c As of 1/20/2021./ 截至2021年1月20日 TSXV: CYL

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2020: A new decade will usher a new

generation in energy storage

2020: 新的十年将迎来储能领域的新时代

The Past

过去

Growth in portable electronics continues to

grow but has quickly been overtaken by

expansions in EVs 便携式电子产品的增长在 继续,但已经很快被电动汽车的扩张超过

The Present

现在

Adoption of passenger electric vehicles will be

the main driver of the industry over the coming

decade 未来十年,乘用电动车的应用将成为该行 业的主要驱动力

The Future

将来

ESS applications have the potential to far

outstrip battery demand in EVsand

revolutionise the way energy is stored and

Distributed 储能系统(ESS)应用有远远超过电动汽 车中电池需求的潜力,并彻底改变能量储存和分配

的方式 © Benchmark Mineral Intelligence 2020

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Ceylon Graphite is well positioned

to grow Shareholder Value as demand

for Graphite grows rapidly over the next few years

Ceylon Graphite准确定位是

使股东价值随着未来几年石墨需求的快速增长而增长

Product certified

as battery grade ( spherical) marketable and expandable

经认证

为电池级(球形)

产品

,可销售,可扩展

Graphite is the “new oil”

used in Anodes for Batteries and Energy Storage.

石墨是

用在电池和储能阳极中的

"新油"

Highest grade natural graphite

on the planet in situ is available at Ceylon Graphite Cg 90%

+. K1 site in production and M1is anticipated to

follow shortly / Ceylon Graphite开采的天然石墨是全世 界原位石墨品位最高的,纯度在90%以上。K1矿场已经 投产,M1预计将很快跟上

Cheapest and quickest –

Ceylon

Graphite builds a mine in 2 years and for US$ 2.5 mm. Average cost of production US$ 220/ton.

成本最低而

且速度最快—

Ceylon Graphite两年时间用250万美元

建成了一座矿山。平均生产一吨石墨的成本为220美元。

Demand for natural graphite

is being driven by the energy storage and electric vehicle sectors.

对天然石墨的需求正受到储能和电动汽车行业的推动。

Geographically well positioned

for the Eastern markets –China, Japan and Korea and Western markets Canada and USA.

地理位置优越

,东方市场(中国、日本和韩国)和西方市场(加拿大和美 国)都能利用。

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Contact

联系信息

Bharat Parashar

Chairman and Chief ExecutiveOfficer 董事会主席兼首席执行官

+1(202) 352-6022

bharat.parashar@ceylongraphite.com

Mailing Address

通信地址

1100-1110

Melville

Street

Vancouver, BC V6E 4A6

Canada

Corporate Communications

企业公关

+1(202)352-6022

info@ceylongraphite.com

www.ceylongraphite.com @ceylongraphite @ceylongraphite

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References

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