POWERING AHEAD www.graphiteoneresources.com SPRING 2017 TSX-V:GPH - - PowerPoint PPT Presentation

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POWERING AHEAD

www.graphiteoneresources.com

TSX-V:GPH | OTCQX:GPHOF

Made in Alaska: Alaska Graphite -- America’s Newest Power Source

SPRING 2017

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

Forward-Looking Statements

This presentation contains "forward-looking statements” which are made as of the date of this presentation and Graphite One Resources does not intend, and does not assume any obligation, to update these forward-looking statements. Forward-looking statements include, but are not limited to, statements with regard to the actual ability to produce spherical graphite, ultimate further and final results of additional test-work, progress of TRU Group and the Company during 2016, the timing and successful completion of the PEA, industry projections regarding EVs and power storage devices, results of TRU’s study being accurate regarding characteristics of the Graphite Creek Mineralization, the timing, amount and success of future exploration and exploitation activities, and events or developments that the Company expects, the sustainability and environmental effects

• f spherical graphite.

Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or developments of the Company to be materially different from those in the forward-looking statements. Such factors include, among others, results of product development test work may not be indicative of the advancement of the project as anticipated, or at all, market prices, exploitation and exploration successes, continuity of mineralization, uncertainties related to the ability to obtain permits, licenses and title delays, changes in government policies regarding mining and natural resource exploitation, accidents, labour disputes and other risks of the mining industry; ability to get or delays in obtaining financing.

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

About Graphite One

Graphite One Resources (TSX-V:GPH | OTCQX:GPHOF) is advancing the Graphite Creek Deposit to become a premier supplier of technology- grade graphite to the booming lithium-ion battery, energy storage, and mobile technology manufacturing sectors. The Company’s naturally occurring STAX graphite offers a compelling advantage in the creation of technology-grade graphite. The Graphite Creek Deposit is strategically located in Alaska with direct

• cean access to the high-tech American hub and Asian markets.

In January 2017, the Company completed its Preliminary Economic Assessment (PEA) for its Graphite Creek deposit, valuating the Graphite Project at US$1.037B (pre-tax at 10% discount rate) NPV.

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

▶ Lithium-ion batteries require 8-10x more graphite than lithium

▶ More power, energy and lifetime than any other battery for the same mass and volume ▶ Natural graphite required to reduce costs and environmental footprint

▶ Global demand ready to skyrocket for high quality natural graphite

▶ Automakers – 1.26M electric cars sold in 20151 ▶ Alevo GridBanks – energy storage units, factory in Concord, NC ▶ Tesla Powerwall – the next generation of home power ▶ Dyson – building a $1 Billion gigafactory ▶ Electronics/technology – all things mobile powered by li-ion batteries

▶ USA is the world’s largest tech-driven graphite consumer – with zero production

▶ Current consumption of 60,000 Mtpa and growing ▶ Demand expected to increase 200% by 2020 and 300% by 2025 ▶ Estimated demand will require 3 new 50,000 Mtpa mines to come

• nline

1 Source: Global EV Outlook 2016 - International Energy Agency

T echnology-Grade Graphite Demand Set to Skyrocket

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Lithium is actually 2% of the cell mass. It sounds like it's big because it's called ‘Lithium-Ion,’ but really our batteries should be called ‘Nickel-Graphite.’

• Tesla constructing world’s largest lithium-ion battery factory in

Nevada with cell production expected to begin by 2017

• There is 54kg of graphite in the battery anode of each Tesla

Model S (85 kWh)

• Graphite, the battery anode, to be largest input raw material
• By 2020, Gigafactory expected to dominate lithium-ion

battery market making 500k batteries annually and potentially:

• Increasing demand for battery grade graphite by

up to 170% (60Kt in 2014 to 102Kt in 2020)

• Reducing cost of lithium-ion batteries by 60%

($250/kWh in 2014 to $100/kWh by 2020).

Source: Benchmark Mineral Intelligence March 2015 Q1

Panasonic is Tesla’s sole battery supplier.

WHAT THIS MEANS

USA will be the largest source of lithium-ion batteries in 5 years, strengthening Graphite One’s position to become the USA’s premium graphite supplier.

“

”

– Tesla CEO Elon Musk at Code Conference 2016

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Battery Surge

Electric vehicle lithium-ion battery demand to surpass consumer applications in 2022

Source: Bloomberg New Energy Finance, Avicenne

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U.S. Graphite Demand

The U.S. is 100% import-dependent for graphite1

1 Source: US Geological Survey 2 United States Geological Survey Mineral Resources Program

Reliance

▶ The U.S. imported $45.2MM Natural Graphite in 20132. There was not a single oz. produced in the United States. ▶ “Right as foreign oil becomes less of a national concern, our foreign mineral dependence has taken its place as insidious thread to America’s security, growth and competitiveness.” – The American Mineral Security Act of 2015 ▶ The European Union has included Natural Graphite on its Critical Raw Materials (CRMs) list. These combine high economic importance with a high risk associated with their supply.

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

Battery Graphite in China

10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000

2015 output Real capacity

Demand for battery anode material at an all time high1

1 Source: Benchmark Minerals | October 16, 2015

Impurities

▶ Preventing fringe producers from entering the market. ▶ Drags down capacity utilization rates and makes China’s BTR New Energy Materials the dominant player.

Demand

▶ China produced 110,000 battery-powered vehicles from January-August 2015 alone. ▶ The country is the number one producer of Electric Vehicles (EVs) as of January 2016 with 233% YOY growth.2

2 Source: hybridcars.com | January 18, 2016

THE SOLUTION

GPH STAX has the potential for exceptional processing, higher yields and higher performance. With a large resource and consistent quality, Graphite One is a major competitor. The company is committed to responsible and sustainable practices.

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Feeding the Energy Storage Beast

Lithium-Ion Batteries

▶ 10-30x more graphite than lithium by weight required to produce these batteries. ▶ Market is expected to grow 200% in next 4 years.

Stationary/Energy Storage Batteries

▶ Operate continuously to accumulate energy from sources with unpredictable energy flows, releasing it during peak demands. ▶ Homes & businesses storing solar and wind power generation.

Energy storage revenue is forecasted to exceed $16.5 Billion by 20231

MAJOR PRODUCTS DRIVING UNPRECEDENTED DEMAND – 200% GROWTH IN DEMAND IN NEXT 4 YEARS

Mobile T echnology

▶ Evolving technology requires battery power for most modern devices; consumers demand long- lasting battery life. ▶ Global E-Bike sales to reach $24.3B by 2025 due to falling Lithium prices.

1 Source: Navigant Research

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Electric Vehicles Timeline

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The Roadster was the first production automobile to use lithium-ion battery cells.

T esla Motors (2008)

The i-MiEV launched in Japan for fleet customers.

Mitsubishi (2009)

The plug-in hybridVolt represents the evolution of GM technologies.

Chevrolet (2010)

The Silicon Valley start-up plans to produce an electric car by 2018.

Atieva (2018)

By 2022 EV’s will cost the same as their internal- combustion counterparts.1

The Future Smart, Volvo, & Ford (2011)

1 Source: Bloomberg

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Graphite One has defined America’s largest high quality graphite deposit

0.74 1.43 2.14 3.55 5.71

1 2 3 4 5 6 Northern Graphite (Ontario) Zenyatta Ventures (Ontario) Focus Graphite (Quebec) Alabama Graphite (Alabama) Graphite One (Alaska)

Graphite One’s inferred resource easily surpasses

• ther

American projects in size. Additional Potential: 40-year Mine Life based on drill results for only 20% of the total deposit.

Indicated & Inferred (in Million Tonnes)

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Cut-Off Tonnage Graphite In Situ Cg

6% 10.3Mt 7.2% Cg 0.74Mt 6% 71.2Mt 7.0% Cg 4.97Mt NI 43-101

PEA February 2, 2017

Indicated Resource Inferred Resource

Graphite Creek Mineralization

SW

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

• 1. Long Life Deposit

▶ End users want to ensure a safe, reliable, long life supply of raw materials for quality and consistency ▶ Manufacturers will become vertically integrated to secure and reduce the costs of their raw materials

(See Pure Energy Minerals joint press release with Tesla – Sept 15, 2015)

▶ Graphite Creek has defined America’s LARGEST high-grade graphite deposit

• 2. High Quality End-Product (STAX Advantage)

▶ All Graphite deposits have different characteristics, yet it’s the END product that matters ▶ Graphite One’s STAX™ graphite has potential for exceptional processing, higher yields and higher performance

• 3. Low Cost Production

▶ At surface deposit for potential low cost open pit mining scenario ▶ Near tidewater for direct access to west coast technology hub in American / Asian markets

It’s not just the size and grade that matters…

3 Key Competitive Advantages

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360 Ah/kg 362 Ah/kg 365 Ah/kg 366 Ah/kg 367.21 Ah/kg 369.69 Ah/kg 370.1 Ah/kg

354 356 358 360 362 364 366 368 370 372

Discharge Capacity, Ah/kg

Chinese Flake Top Grade Synthetic Northern Graphite Focus Graphite Alabama Graphite Syrah Resources GPHSTAX Coated SPG

The STAX Quality Advantage

▶ Coin cell tests show little change in reversible discharge capacity and performance between the coated and uncoated SPG ▶ Results confirm high performance, repeatability and stability – all indicators of the exceptional quality of GPH STAX graphite ▶ Potential answer to electric vehicle battery end-users’ quest for high power SPHERICAL (STAX) GRAPHITE

Spheroidal

shapes naturally

• ccurring

in deposit (lithium-ion batteries)

Thin flakes (premium alkaline batteries) Aggregate flakes (lithium-ion batteries)

eXpanded flakes (flame retardant materials)

AVERAGE SUPPLY NORTH AMERICAN DEPOSITS NEARING PRODUCTION

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

Preliminary Economic Assessment (PEA)

• Completed in January 2017,

the Graphite Creek deposit is valued at US $1.037B NPV, and 27% IRR

• Consolidated Operating

Margin (EBDIT) of 63% on sales

• Payback period of 4 years
• Operating Cost Product: US

$1,774 per tonne

• Conservative Blend Selling

Price of Products: US$ 5,054 per tonne

FINANCIAL HIGHLIGHTS

Sensitivity of Project’s NPV to CSG Price

US $1.037 Billion NPV

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

Timeline to Production Decision

2017 2018

PRODUCTION DECISION TARGETED FOR 2020 Ongoing

Metallurgy

Q1

Completed Preliminary Economic Assessment (PEA)

Q2

Bankable Feasibility Study (BFS)

2019 2020

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Environmental Stewardship

Graphite One is committed to environmental protection best practices, including:

▶ Limited footprint for exploration activity footprint ▶ Reclamation and revegetation an ongoing process; “progressive reclamation” ▶ Spill prevention and water protection measures ▶ Minimal impacts to the environment and wildlife ▶ Local community involvement in planning and development

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

Community Relations Guiding Principles

▶ Openness – both in sharing and in listening to the communities ▶ Responsiveness ▶ Respect ▶ Patience ▶ Transparency ▶ Willingness to work together We understand long-term relationships do not build themselves and it will take time to earn your trust and friendship. Our goal is to do things right and work with you as much as possible to align the proposed project with your community’s long-term cultural, social, educational, economic and infrastructure goals.

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Doug Smith, B.Sc., P.Eng.

Executive Chairman + Director

▶ Over 35 years of experience in the international coal industry as a senior executive and corporate director. ▶ General Manager of Xstrata Coal Canada 2011-2013 following Xstrata Coal's purchase of First Coal Corporation in August 2011. ▶ President, CEO and Director of First Coal since May 2007; raised over $50M in equity and directed its sale to Xstrata. ▶ President and Director of Andalex Resources Inc., a private U.S. coal company, until he successfully directed its sale in 2006.

Anthony Huston, B.Comm

President, CEO + Director

▶ Successful entrepreneur with a background in business development and finance ▶ Served as Managing Partner in both public and private companies; played an integral role in raising in excess of $100M in his career. ▶ Has been an advisor for financial and acquisition transactions in many industry sectors, including real estate development, technology, bio-technology and resource.

Alan Ahlgren, CPA, CA

CFO + Corporate Secretary

▶ Extensive experience having served as CFO and Corporate Secretary with AQM Copper Inc. and previously with First Coal Corporation, until its purchase by Xstrata Coal Canada. ▶ Recently assisted in the restructuring of a company with operations in Argentina and with a mining company in transition following a purchase of a mine in the United States. ▶ Prior to First Coal, served asVP Finance with Kinross Gold Corporation.

David Hembree, B.Sc., P.Geo.

General Manager Operations

▶ Over 35 years of experience in the mineral resource industry including experience in exploration, development and production of both open pit and underground operations. ▶ Held the position of VP of Exploration and Qualified Person with Kimber Resources Inc., where he was instrumental in the sale of their Monterde gold-silver deposit in Mexico. ▶ Previously US Exploration Manager and QP for Golden Predator Mines US. ▶ Has also worked as Chief Geologist at the open pit operations of Mineral Ridge Resources and Mt. Hamilton Mining Co. as well as US Exploration manager for Queenstake Resources USA.

MANAGEMENT

Management and Board

Significant experience in all aspects of project exploration, development, and operations.

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

Management and Board

DIRECTORS + ADVISORY BOARD

Jim Currie, P

.Eng.

Director

Patrick Smith, P.Geo.

Director

Brian Budd

Director

Robert Cross, P

.Eng., MBA

Corporate Affairs + Finance

John Robins

Geology + Engineering

Scott Koyich

Markets + Finance

Rick Van Nieuwenhuyse, MSc.

Alaska Advisor

Ronald Sheardown

Alaska Advisor

Dan McGroarty

Critical Materials Advisor

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Investment Highlights

POWERING AHEAD

▶ America’s largest defined graphite resource for long life supply ▶ Excellent potential for low-cost mining scenario (high-grade, near surface) ▶ Tidewater gives access to America’s high-tech hub and Asia markets ▶ Excellent potential for lower cost, high-quality supply of natural graphite ▶ Proven management team with industry experience

▶ Preliminary Economic Assessment (PEA) valuating the Graphite Project at US$1.037B

▶ Exceptional shareholder liquidity

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Investment Highlights

POWERING AHEAD

Warrant Trigger

103,954,537 warrants With average price of $0.152 – would bring in

$15,800,299

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

Corporate Structure

Shares Outstanding 239.4M Options 19.9M Warrants 116.65M Broker Warrants 5.24M Fully Diluted 381.19M Average 30 Day Volume 1,425,430

SHARE STRUCTURE

(as at Feb 16, 2017)

Graphite One trades on the TSX Venture Exchange under the symbol GPH and on the OTCQX Market as GPHOF.

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www.graphiteoneresources.com TSX-V: GPH | OTCQX: GPHOF

Contact

Anthony Huston, President, CEO + Director

604-889-4251 | AnthonyH@GraphiteOneResources.com

600 – 777 Hornby Street Vancouver, BC Canada V6Z 1S4 www.GraphiteOneResources.com Info@GraphiteOneResources.com

Graphite One Resources Investor Relations

Kin Communications

604-684-6730 | 1-866-684-6730 (toll-free) GPH@kincommunications.com

THANK YOU