Gt Resources Inc · TSXV:GT
Gt Resources — Palladium One Mining — Investor Presentation (July 2021)
30 slides from Gt Resources's investor presentation, Jul 27, 2021
Slide 1: Corporate Presentation
CORPORATE PRESENTATION JULY 27, 2021 TSX-V: PDM OTCQB: NKORF FRA: 7N11 1
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains certain forward-looking statements that may involve a number of risks and uncertainties. Actual events or results could differ materially from Palladium One Mining Inc’s (the “Company”) expectations and projections. The TSXV has neither approved
Slide 3: Leadership Team
Leadership Team Dr. Peter C. Lightfoot, P.Geo Independent Director (Audit and Compensation Committees) A geologist with over 30 years of industry experience and a globally recognized expert on magmatic nickel-cobalt-copper and precious metal ore deposits. Former Principal Geologist, Nickel Sulphide
Slide 4: Company Overview
Company Overview Corporate Summary Palladium One Relative Share Price Performance Since January 2021 (all figures in millions & CAD) Market Capitalization $54 60% Enterprise Value $35 Palladium One PDM Peers GDXJ 50% Cash (March 1, 2021) $20 Price / Share $0.22 40% 52-week low/high $0.075 - $0.40 30
Slide 5: Investment Highlights
Investment Highlights • Industrial, Precious and Battery Metal exposure Current NI 43-101 Resource • Fully funded Metal Ratio • Finland – LK PGE-Ni-Cu Project • “Possibly one of the largest palladium dominant project of its type in the 1st world” • Existing pit-constrained NI43-101 resource underpin
Slide 6: Key Objectives - Milestones
Key Objectives - Milestones H1/21 Q3/21 Q4/21 Q1/22 Q2/22 H2/22 2023 2024 2025 2026 FINLAND – LK Project H2 – ‘21 H1 – ‘22 Geophysics – East & West of Kaukua South Resource Drilling – Kaukua South Resource Drilling – Haukiaho Drill Testing – Western Anomaly Resource Estimate – Haukiaho Resource Esti
Slide 7: Project Portfolio Overview: Finland
Project Portfolio Overview: Finland LÄNTINEN KOILLISMAA (“LK”) KOSTONJÄRVI (“KS”) • ~38 km (3,674 hectares) of favourable basal contact. • 20,000 hectares of prospective feeder dyke. • Disseminated sulphides • High-grade massive magmatic sulphide target • Estimated to be one of the largest palladium
Slide 8: LK Project
LK Project • Exploration Permits outlined in yellow, reservations in red, 2020 geophysics program (IP and Mag) in blue PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 8
Slide 9: LK: Mineralized Area Remains Unconstrained
LK: Mineralized Area Remains Unconstrained Western portion of Kaukua South and Kaukua NI 43-101 pit-constrained Resource NI 43-101 open pit constrained resource at Kaukua zone 635,600 oz Pd_eq Indicated 525,800 oz Pd_eq Inferred Target 100+ million tonnes in Greater Kaukua Area Phase II Ka
Slide 10: Kaukua South: Upper and Lower Zones
Kaukua South: Upper and Lower Zones Less waste lower strip ratio equals enhanced NPV PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 10
Slide 11: LK Project
LK Project PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 11
Slide 12: Pit Constrained NI43-101 Resource Estimate
Pit Constrained NI43-101 Resource Estimate • 635,600 Pd_Eq ounces of Indicated Resources (1.80 g/t Pd_Eq, 11 million tonnes) • 525,800 Pd_Eq ounces of Inferred Resources (1.50 g/t Pd_Eq, 11 million tonnes) • Low 3:1 waste to ore ratio • Low cost, optimized, open pit Whittle Pit assumptions Value Min
Slide 13: LK: Metallurgy – initial results
LK : Metallurgy – initial results • Disseminated, palladium-rich, high tenor sulphide • At 100% sulphide (mean): • ~84 g/t PGE (including ~58 g/t Pd), ~13% Cu and ~10% Ni • Preliminary metallurgical work: • Saleable concentrate by bulk floatation • Final concentrate grading 11.4% Cu, 4.5% Ni, 36.3 g
Slide 14: KS: Gravity and Magnetic Anomalies
KS: Gravity and Magnetic Anomalies • At 100% sulphide, LK hosts ~58 g/t palladium, ~84 g/t total-precious-metals (TPM), 10% nickel and 13% copper. • High tenor LK mineralization suggests massive sulphides could be very high value. • 3,000 m GTK hole in progress, first to test anomaly Voisey’s Bay Lo
Slide 15: Project Portfolio Overview: Canada
Project Portfolio Overview: Canada TYKO Ni-Cu-PGE DISRAELI PGE-Ni-Cu • 100% interest. • 100% interest • Land package of 200 km2 • Land package of 2,500 hectares • 55km NE of the Marathon deposit • 2-hour drive north of Thunder Bay • Accessible by private road • Drilling underway • Smoke Lake Massive
Slide 16: Tyko Nickel-Copper: Massive Magmatic Sulphides
Tyko Nickel-Copper: Massive Magmatic Sulphides • 9.9% Nickel_eq • 218 lbs/tonne • 23% Copper_eq • 30.1 g/t Gold_eq • over 3.8 meters • 9.5% Nickel_eq • 210 lbs/tonne • 22% Copper_eq • 29.5 g/t Gold_eq • Over 1.7 meters • 7.4% Nickel_eq • 164 lbs/tonne • 23.7% Copper_eq • 30.5 g/t Gold_eq • Over 4.5
Slide 17: Tyko Nickel-Copper: Ontario, Canada
Tyko Nickel-Copper: Ontario, Canada Archean mafic-ultramafic intrusion. • Indications of active feeder-type system - abundant rip-up clasts. • Metamorphosed gabbro and pyroxenite, intruded by later granitoid rocks. • Nickel-rich - Ni:Cu ratio of ~2:1 • Massive magmatic sulphides (Smoke Lake zone), s
Slide 18: Investment Highlights
Investment Highlights • Industrial, Precious and Battery Metal exposure Current NI 43-101 Resource • Fully funded Metal Ratio • Finland – LK PGE-Ni-Cu Project • “Possibly one of the largest palladium dominant project of its type in the 1st world” • Existing pit-constrained NI43-101 resource underpin
Slide 19: Appendix
Appendix • Air quality regulations and mine supply deficit • PGE industry consolidation • Regional data (Fennoscandian Shield) • Peer Comparison • Other PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 19
Slide 20: Palladium Market Overview
Palladium Market Overview Major Constraint to Increase Supply: 3-7 grams of palladium per vehicle: Mine Supply Gross Demand 10% 15% 1% 1% 49% 41% 83% Primary mine production Autocatalyst Jewellery Platinum by-product Industrial Investment Nickel by-product Significant Jurisdictional Risk: Growing De
Slide 21: Palladium & Environmental Benefits
Palladium & Environmental Benefits Cleaner Air - Reduced Hydrocarbons • Critical in reducing harmful emissions 3-stage auto-catalyst • Stricter environmental standards = increasing demand • Diesel being phased out for gas = increasing demand • Unique properties better suited to meet stricter emissio
Slide 22: Finland: Elephant Country Geology
Finland: Elephant Country Geology • The Fennoscandia shield hosts a wealth of Cu-Ni-PGE deposits • Includes world class deposits such as Pechenga (nickel) and Suhanko (palladium) Koillismaa Complex including the LK & KS Projects PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 22
Slide 23: LK: Open Pit Disseminated Sulphide
LK: Open Pit Disseminated Sulphide • Hosted by the laterally extensive basal phase of Koillismaa Complex • Post intrusion deformation has extensively exposed favourable basal phase at surface • High-tenor, palladium dominated sulphide (3Pd:1Pt) Cross section of the original sheet-like Koillismaa Int
Slide 24: Peer Grade Comparison
Peer Grade Comparison Source: Company disclosures and internal calculations as at May 2020 PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 24
Slide 25: LK: Murtolampi Zone – potential satellite pit 2km from Kaukua
LK: Murtolampi Zone – potential satellite pit 2km from Kaukua PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 25
Slide 26: Disraeli PGE-Ni-Cu-Co Property: Ontario, Canada
Disraeli PGE-Ni-Cu-Co Property: Ontario, Canada 2,500-hectare 50 km east of Impala’s Lac des Iles Palladium mine West Nipigon lineament hosts Thunder Bay North (TBN), Seagull and Disraeli Intrusions PGE-rich Nipigon Plate of the Proterozoic mid-continent rift Cobalt rich skarn mineralizati
Slide 27: Disraeli PGE-Ni-Cu Property: Highlights
Disraeli PGE-Ni-Cu Property: Highlights • Drill Ready: • High resolution airborne Mag, EM, & IP • Mapping, soils and lake sediment surveys • Drilling has not tested the highest priority target under the Disraeli Lake • Target: • Disseminated to massive sulphides in a feeder conduit / dike, similar t
Slide 28: Tyko Assay Results: Phase II Drill Program
Tyko Assay Results: Phase II Drill Program Table 1: Tyko 2021 Phase II Drill Results from the Smoke Lake Zone PGE g/t From Width Ni_Eq Cu_E Au_Eq Ni Cu Co (Pd+Pt+ Pd Pt Hole (m) To (m) (m) % q% g/t* % % % Au) g/t g/t TK21-029 30.4 37.0 6.6 3.97 9.25 12.29 3.08 1.59 0.04 0.56 0.30 0.25 Inc. 31.1 34.1
Slide 29: Commodity Price Assumptions
Commodity Price Assumptions Source: CIBC Global Mining Group, Analyst Consensus Commodity Price Forecast (April 30, 2021) PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 29
Slide 30: Contact: Derrick Weyrauch, President & CEO
CONTACT: DERRICK WEYRAUCH PRESIDENT & CEO DERRICK@PALLADIUMONEINC.COM TSX-V: PDM OTC: NKORF FRA: 7N11 30
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