Green Technology Metals Limited · ASX:GT1
Green Technology Metals — Investor Presentation (September 2022)
30 slides from Green Technology Metals's investor presentation, Sep 8, 2022
Slide 1: Building the pre-eminent vertically integrated lithium business in Ontario, Canada
GREEN TECHNOLOGY For personal use only Metals Building the pre-eminent vertically integrated lithium business in Ontario, Canada September 2022 ASX | GT1
Slide 2: Our Core Strategy
OUR CORE STRATEGY For personal use only Green Technology Metals OUR DELIVERY is a Canadian focused PLAN lithium development For a vertically integrated lithium business business Building the pre-eminent vertically integrated lithium business in Ontario Define a critical mass resource, partner with t
Slide 3: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only CAPITAL STRUCTURE | ASX:GT1 Share price (at 1 September 2022) A$0.695 Shares on issue (at 1 September 2022) 253.9M SHARE REGISTER Market capitalisation A$176.4M Cash (at 30 June 2022) A$65.2M Debt (at 30 June 2022) A$0M Root EV A$111.3M Seymour Options 5.8M A
Slide 4: Best-in-Class Lithium Team
BEST-IN-CLASS LITHIUM TEAM For personal use only JOHN YOUNG CAMERON HENRY PATRICK MURPHY ROB LONGLEY Non-Executive Non-Executive Non-Executive Non-Executive Chairman Director Director Director • Highly experienced geologist • Founding Managing Director of • Managing Director at AMCI • Geologist with
Slide 5: Established Operations Hub in Ontario
ESTABLISHED OPERATIONS HUB IN ONTARIO For personal use only MATT • Exploration Manager and OPF Processing Manager with +20 HERBERT years experience General Manager, • 14 years with Rio Tinto and FMG in management roles North America ANDREA • Environment and governance managerial experience across JO
Slide 6: Vertically Integrated Lithium Business
VERTICALLY INTEGRATED LITHIUM BUSINESS For personal use only A B C RESOURCE ADVANCEMENT SPODUMENE CONCENTRATE LITHIUM HYDROXIDE Definition, expansion and evaluation Mines and spodumene processing capacity North America lithium converter1 SEYMOUR Flagship Seymour mine and processing plant Train 1: In
Slide 7: Define a Critical-Mass Resource
DEFINE A CRITICAL-MASS RESOURCE For personal use only We are targeting rapid definition of Key exploration detail a baseload, high-grade Mineral Li2O Resource 9.9 Mt 1.04% We deeply believe in the significant SEYMOUR JORC MINERAL RESOURCE AVERAGE Li2O GRADE WITH INDICATED resource upside at our flag
Slide 8: Partner with the World's Best
PARTNER WITH THE WORLD’S BEST For personal use only We set ourselves lofty growth aspirations To successfully deliver on our core strategy we recognise the need to partner with the world’s best In cultivating existing partnerships and continuing to expand our network we realise substantial benefits:
Slide 9: Unlock Full Value Potential
UNLOCK FULL VALUE POTENTIAL For personal use only We believe the full potential of our mineral endowment will be unlocked Upstream mineral resource extraction through pit to product lithium Upgrade to a business development spodumene concentrate For us, this means allocating attention to midstream p
Slide 10: Building a Vertically Integrated Lithium Business
BUILDING A VERTICALLY INTEGRATED LITHIUM BUSINESS For personal use only 1. LEVERAGE PARTNERSHIPS 2. BUILD RESOURCE 3. DRIVE PERMITTING 4. ACCELERATE DEVELOPMENT GREEN TECHNOLOGY Metals 10
Slide 11: 1. Leverage Partnerships: Primero
1. LEVERAGE PARTNERSHIPS Primero relationship delivers full-cycle lithium capability For personal use only Founding cornerstone; 6.4% shareholder • Deeply experienced in hard rock lithium mineral processing globally • Industry leading up- and down-stream capability in the lithium minerals sector • D
Slide 12: 1. Leverage Partnerships: Further financial and technical partnerships
1. LEVERAGE PARTNERSHIPS Further substantial financial and technical partnerships For personal use only Strategic investment and collaboration; Founding cornerstone; 5.2% shareholder 9.9% shareholder • Cooperative evaluation of all aspects within the • Invest in and operate natural resource, lithium
Slide 13: 2. Build Resource: High-grade projects with large scale footprint
2. BUILD RESOURCE High-grade projects with large scale strategic footprint1 For personal use only EASTERN HUB SEYMOUR ONGOING AGRESSIVE DRILL PROGRAM DELIVERED IMMEDIATE RESOURCE SUCCESS Mineral Resource 9.9 Mt at 1.04% Li2O Indicated category 5.2Mt at 1.29% Li2O Exploration Target: 22 – 26 Mt at 0.
Slide 14: 2. Build Resource: Seymour Project
2. BUILD RESOURCE: SEYMOUR PROJECT Aggressive ongoing drilling; two diamond rigs spinning For personal use only AUBRY COMPLEX • Initial drill program delivered immediate success; approximate doubling of existing resource • Recent extensional intersections considerably thicker than modelled • Current
Slide 15: 2. Build Resource: Geophysical targeting and field mapping
2. BUILD RESOURCE: SEYMOUR PROJECT Geophysical targeting and field mapping driving target pipeline For personal use only FIELD ACTIVITIES • Ground testing interpreted geophysical targets • Major magnetitic structures mapped along strike for breaks and intrusive activity • Ground geophysics commencin
Slide 16: 2. Build Resource: Root Project
2. BUILD RESOURCE: ROOT PROJECT Drilling commenced, rapid resource definition For personal use only MCCOMBE DEPOSIT • Patent Mining Permit over McCombe • Historical resource estimate and drilling • Resource drilling commenced • Fast-tracking initial Mineral Resource estimate MORRISON • Historical dr
Slide 17: 3. Drive Permitting: Seymour baseline studies
3. DRIVE PERMITTING Seymour baseline studies well advanced For personal use only Moved immediately on environmental baseline study work for a future development at North Seymour • Baseline studies critical path item • Required for mine permitting and development • Currently in Year 2 of 3-year study
Slide 18: 3. Drive Permitting: Approval works commenced
3. DRIVE PERMITTING Approval works commenced; strong governmental support For personal use only Rapidly progressing all regulatory and social licence to operate imperatives for Seymour CONSULTATION • Indigenous Consultation • Public Consultation ENVIRONMENTAL ASSESSMENT • Applicable federal requirem
Slide 19: 3. Drive Permitting: Committed to green energy
3. DRIVE PERMITTING Committed to green energy project development For personal use only Low carbon mine and process footprint Wind Biofuel Solar 0% <1% 0% <1% enabled by Ontario’s green power network Gas/Oil 7% 4% GT1 is actively targeting the future supply of highly carbon competitive lithium produ
Slide 20: Lithium supply crunch on unprecedented scale
4. ACCELERATE DEVELOPMENT Lithium supply crunch on unprecedented scale For personal use only North America supply chain is in its infancy, major ramifications for downstream supply • Lithium ore supply expected to take 5-8 years to catch-up to current levels of demand • Lagging investment in North A
Slide 21: U.S. driving EV demand and local critical mineral supply
4. ACCELERATE DEVELOPMENT U.S. actively driving EV demand and local critical mineral supply For personal use only Canada, Ontario province and GT1 primely positioned to benefit • U.S. Inflation Reduction Act 2022 provides significant consumer tax credit incentives for EV purchases • These incentives
Slide 22: Seymour Preliminary Economic Assessment commenced
4. ACCELERATE DEVELOPMENT Seymour Preliminary Economic Assessment commenced For personal use only PEA underway to demonstrate robust technical and commercial viability • Jointly managed by GT1 and Primero (external study lead) • Incorporates a vertically integrated lithium development Seymour • Supp
Slide 23: Infrastructure ready, low capex, low carbon
4. ACCELERATE DEVELOPMENT Infrastructure ready, low capex, low carbon For personal use only Substantial existing infrastructure advantages for Seymour & Root • All weather road access to sites with ready access to Trans Canadian Highway • Heavy haulage and wide load capability for access to and from
Slide 24: First spodumene production targeted by mid-2025
4. ACCELERATE DEVELOPMENT First spodumene production targeted by mid-2025 For personal use only H2 H1 H2 H1 H2 H1 H2 H1 H2 H1 CY22 CY23 CY23 CY24 CY24 CY25 CY25 CY26 CY26 CY27 DRILLING PROGRAM Ongoing exploration program RESOURCE BASE Mineral Resource expansion and updates BASELINE & PERMITTING Envi
Slide 25: The Long-Term Business Value Vision
THE LONG-TERM BUSINESS VALUE VISION For personal use only EASTERN HUB WESTERN HUB MINES MINES Development of a regional supply chain with multiple 2025 onwards 2027 onwards mine and process hubs SPODUMENE SPODUMENE feeding a central lithium PROCESS PLANT PROCESS PLANT conversion facility LITHIUM CON
Slide 26: Contacts
For personal use only Contacts Chief Executive Officer Luke Cox Unit 6/94 Rokeby Rd, Subiaco Perth, Western Australia 6008 Email: info@greentm.com.au Investor Relations and Media Fivemark Partners Email: michael.vaughan@fivemark.com.au Share registry Automic Group Email: hello@automic.com.au ASX | G
Slide 27: Appendix | Mineral Resource Estimate
APPENDIX | MINERAL RESOURCE ESTIMATE For personal use only Interim Mineral Seymour deposit Mt Li2O (%) Ta2O5 (ppm) Resource update at North Aubry Seymour follows Indicated 5.2 1.29 161 completion of the Inferred 2.6 0.90 120 successful Phase 1 North Aubury total 7.8 1.17 148 drilling program at Sout
Slide 28: Appendix | Disclaimer
APPENDIX | DISCLAIMER For personal use only Important information: Green Technology Metals Limited (ASX GT1) ACN 648 657 649 (the "Company") is the issuer of this presentation. Not a disclosure document: This presentation is not a disclosure document for the purposes of Chapter 6D of the Corporation
Slide 29: Appendix | Exploration Targets
APPENDIX | EXPLORATION TARGETS For personal use only Qualifying Statement for the Exploration Targets The potential quantity and grade is conceptual in nature, there has been insufficient exploration to estimate a Mineral Resource and it is uncertain if further exploration will result in the estimat
Slide 30: Appendix | Competent Persons Statement
APPENDIX | COMPETENT PERSONS STATEMENT For personal use only The information in this presentation relating to the Mineral Resource estimate for the Seymour Project is extracted from the Company’s ASX announcement dated 23 June 2022. GT1 confirms that it is not aware of any new information or data th
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