Qem Limited · ASX:QEM
Qem — Investor Presentation (October 2019)
23 slides from Qem's investor presentation, Oct 15, 2019
Slide 1: QEM Limited Investor Presentation October 2019
For personal use only QEM Limited Innovative Energy Solutions ASX: QEM INVESTOR PRESENTATION October 2019
Slide 2: Disclaimer
For personal use only Disclaimer 2
Slide 3: Innovative Energy Solutions
Innovative Energy Solutions For personal use only Julia Creek Project Transport Fuels Vanadium Pentoxide QEM aims to provide innovative QEM also aims to become a and environmentally friendly leading supplier of high quality solutions that are important to vanadium pentoxide to both the our energy fu
Slide 4: Key Figures
Key Figures For personal use only Over Up to Up to 2.7Bt V2O5 @ Ave 0.30% 0.74% V2O5 In High Grade Intercepts 3x Beneficiation Upgrade 783 MMbl @ Ave 53L/t 4
Slide 5: Investment Highlights
Investment Highlights For personal use only Unique World Class Resource Simple and Clean Structure Global Vanadium Deficit Management that Delivers Growth Focused 5
Slide 6: Globally Significant Resource
Globally Significant Resource For personal use only Company ASX Code Project Name Location Resource Mt V205 % Resource Type V205 MT King River Resources KRR Speewah Project Wyndam Port, North West WA 4,712 Mt 0.30% Measured, Indicated, Inferred 14.14 Mt QEM Limited QEM Julia Creek Project North West
Slide 7: Capital Structure
Capital Structure For personal use only ASX Symbol: QEM IPO Completed and Shares on Issue 100 million Listed on the ASX Market Cap (11 October 2019) $9.7m Share Price (11 October 2019) $0.097 Cash (as at 30 June 2019) $3.928m Liquid Major Shareholders Directors 26.50% Greenwich Global Pty Ltd 19.70%
Slide 8: The Team
The Team For personal use only John Foley Daniel Harris David Fitch Scott Drelincourt 8
Slide 9: Julia Creek Project
Julia Creek Project For personal use only Key Facts • Julia Creek Project comprises 4 exploration permits EPM25662, EPM25681, EPM26429 & EPM27057 • Advanced exploration stage and drilling demonstrates ore depth from 37m to 104m • Close to all infrastructure and services including road, rail, water,
Slide 10: Julia Creek Project Location
Julia Creek Project Location For personal use only 108
Slide 11: Project Infrastructure
Project Infrastructure For personal use only • A new plan, announced June 2019, included $80m towards reducing freight charges on the Mount Isa Line and $30m towards building a new container terminal at the Port of Townsville. 118
Slide 12: Julia Creek Resource Overview
Julia Creek Resource Overview For personal use only Table 1: Summary of JORC Mineral Resource Estimate Note: 1. The estimate uses a minimum cut- off of 0.2% V2O5 for the oil shale units, and minimum cut-off of 0.15% V2O5 for the Coquina units. 2. The total resource tonnage reported is rounded to ref
Slide 13: Julia Creek Oil Yield
Julia Creek Oil Yield For personal use only Source: Measured Group The estimation methodology used is deterministic. The estimation is based on grids constructed for unit structure, thickness and oil grade parameters 13
Slide 14: Petroteq Testwork
Petroteq Testwork For personal use only • On 17 July 2019, QEM announced successful results using Petroteq Energy Inc’s technology, from Stage 2 test work carried out on the previous drill core sample. • The test work undertaken by independent lab PRI Asphalt Technologies Inc, provided strong result
Slide 15: Project Milestones
Project Milestones For personal use only • JORC (2012) Resource•Upgrade . to • Scoping Study for vanadium only completed 1,700Mt @ 0.34% V2O5 • Initial financial modelling complete, showing strong potential for economic viability • Daniel Harris joins Board of QEM • No Native Title as Non-Executive
Slide 16: 2020 Strategy
2020 Strategy For personal use only Stage 2 Exploration • Further Environmental mapping • Processing studies on both Vanadium and Oil content upgrade and extraction 2020 • Core drilling in oxidised zone Pre-Feasibility Studies • Advance metallurgical & mineralogical test work. • Research into advanc
Slide 17: Fuel Shortage
Fuel Shortage For personal use only • Australia is an island nation that depends heavily on imported fuel — and our stockpile is critically low. The Government's Australian Petroleum Statistics published in November 2018 said this would amount to 21 days of petrol for automobiles, 18 days of diesel
Slide 18: Uses of Vanadium
ENERGY STORAGE For personal use only STEEL MANUFACTURING Uses of Vanadium Applications Of Vanadium AEROSPACE AUTOMOTIVE 186
Slide 19: Vanadium Outlook
Vanadium Outlook For personal use only • Vanadium demand is conservatively forecasted to grow at a compound annual growth rate of 5.6%, reaching 133,000t in 2025(~202,000t V2O5 equivalent). • 30% p.a. Increase in Vanadium Consumption expected, resulting from new regulatory changes in China. (Source:
Slide 20: Renewable Energy Storage
Renewable Energy Storage For personal use only Competitive Advantages: • Vanadium redox flow batteries (VRFB’s) are the most efficient battery technology for utility scale renewable energy storage, including wind and solar • Higher levels of safety & stability with proven, reliability, scalability &
Slide 21: Construction
Construction For personal use only • Vanadium plays an essential role in providing high strength, cost- effective solutions in the steel industry • Announced in February 2018, with implementation by the 1st of November 2018, China revised steel rebar standards to limit the use of inferior strength s
Slide 22: Aerospace & Automotive
Aerospace & Automotive For personal use only • Increased aircraft are required to service larger addressable air-travel market • Both Boeing & Airbus both forecast annual global air traffic growth between 2016 and 2035 of nearly 5%. A titanium alloy containing 4% vanadium and 6% aluminium (Ti6Al4V)
Slide 23: Contact
Contact For personal use only David Fitch Executive Director david@qldem.com.au +61 (0) 400 631 608 www.qldem.com.au Jane Morgan Investor Relations jm@janemorganmanagement.com.au +61 (0) 405 555 618 www.qldem.com.au