Globe Metals & Mining Limited · ASX:GBE
Globe Metals & Mining — Non-Deal Roadshow (May 2024)
34 slides from Globe Metals & Mining's roadshow presentation, May 17, 2024
Slide 1: ASX Announcement: Investor Presentation – Germany Roadshow
Globe Metals & Mining Limited ASX: GBE ABN 33 114 400 609 +61 8 6118 7240 45 Ventnor Avenue info@globemm.com West Perth WA 6005 globemm.com ASX Announcement 17 May 2024 Investor Presentation – Germany Roadshow Attached is the Investor Presentation that will be delivered by Globe’s Chief Executive Of
Slide 2: Investor Roadshow Germany - May 2024
For personal use only The first globally significant niobium mine in 50 years and second vertically integrated Niobium oxide player globally. Investor Roadshow Germany - May 2024 Paul Smith Charles Altshuler Chief Executive Officer Chief Financial Officer ASX: GBE | FWB: G4U | globemm.com
Slide 3: Disclaimer
Disclaimer This Presentation has been prepared by Globe Metals & Mining Limited ABN 33 114 400 609 In addition, there may be information herein that is information about prospective results of operations, financial position or cash flows and which is provided only to assist in an evaluation of the K
Slide 4: Highlights
Highlights For personal use only ASX: GBE | FWB: G4U | globemm.com
Slide 5: Investment Highlights
Investment ASX GBE | FWB G4U Highlights. | globemm.com | TheGlobe's first globally purpose is to create a better future for all its stakeholders – significant niobium mine in 50 years and second throughvertically its responsible and sustainable acquisition and development of integrated Niobium oxide
Slide 6: Corporate snapshot
Corporate ASX GBE | FWB G4Usnapshot | globemm.com | The first globally significant niobium mine in 50 years and second vertically integrated Niobium oxide player globally Share price Market capitalisation Debt Shares on issue Cash Various options For personal use only $A0.052 A$35.2m A$-m 675.9m A$2
Slide 7: Board & Management
Board ASX GBE | &FWBManagement G4U | globemm.com(including Citizenship) | The first globally significant niobium mine in 50 years and second vertically integrated Niobium oxide player globally Alice Wong (British) -Non-Executive Chairperson For personal use only Ricky Lau (Canadian) Michael Barrett
Slide 8: Benchmarking of GBE's market capitalization
Benchmarking of GBE’s market capitalization. For personal use only Benchmarking of GBE market cap ($Am) Highest Historic Market Cap achieved 3 May 2024 $Am NioCorp Market cap 143 Nio 696 WA1 Market Cap 1,099 WA1 1,099 GBE Market Cap 35 GBE 104 GBE Feas/Opti NPV 1,600 0 500 1,000 1,500 2,000 0 200 40
Slide 9: Ideal time and opportunity for Globe to enter the market
Ideal time and opportunity for Globe to enter the market. Question: How do we compete with an established 50-year-old supply chain? – we do not compete – Globe focuses on the specialty oxide markets! For personal use only 01 02 03 04 05 06 Low mining Efficient Chlorination Low carbon Serving a JORC
Slide 10: The project
The project For personal use only ASX: GBE | FWB: G4U | globemm.com
Slide 11: Kanyika Niobium Project, Malawi
Kanyika Niobium Project Malawi, Africa Malawi, in southeastern Africa, offers stable investment opportunities, notably in mining, backed by transparent For personal use only regulations and abundant mineral resources like niobium, uranium, and rare earth minerals. The new mining ministry demonstrate
Slide 12: Kanyika Mine: Phase One
Kanyika Mine: Phase One Scaleable start-up operations .Malawi mining: Phase One- 86,000t of Ore per annum For personal use only > Open pit mining Crushing Milling Flotation Drying Concentrate Sale and trucking “Free dig” mining Primary jaw and EDS mill Single stage: Locally produced Contains radioac
Slide 13: Metallurgical test work and Pilot plant
Metallurgical test work and Pilot plant These achievements highlight significant milestones in our project's advancement, emphasizing sustainability, efficiency, and progress towards commercialization. For personal use only • Niobium/Tantalum Extraction and Separation: Employed environmentally susta
Slide 14: Globe's Commitment to ESG
Globe's Commitment to ESG Practices & Policies: A prerequisite for project funding. Globe's niobium oxide product meets specialty metal sector demands and For personal use only caters to the emerging energy transition market and is non-radioactive. • The Kanyika Niobium Project adopts innovative, ec
Slide 15: The financial metrics
The financial For personal use only metrics ASX: GBE | FWB: G4U | globemm.com
Slide 16: Completed Optimization Study
Completed ASX GBE | FWB G4U an| globemm.com Optimization Study | The first globallywhich confirms robust financial and technical significant niobium mineoutcomes. in 50 years and second vertically integrated Niobium oxide player globally • Pre-tax NPV at an 8% discount rate stands at 2023 Opt Metric
Slide 17: The market
The For personal use only market ASX: GBE | FWB: G4U | globemm.com
Slide 18: Niobium top of the critical metal list
Niobium top of the critical metal list EU, US, Japan, and India and Australia For personal use only When metals make critical lists in the USA and Europe, they are deemed essential for national security and economic stability but have at-risk supply chains. This status triggers diverse support mecha
Slide 19: Niobium has many applications in the New Economy
Niobium has many applications In addition to ferroniobium’s (65% niobium) use in in the production of in the New Economy High Strength Low Alloy (HSLA) steel. For personal use only • Niobium oxide presents a promising solution for aerospace • In battery technology, niobium oxide offers greener, chea
Slide 20: Potential customers and offtakes
Potential customers and offtakes: A shortage of supply but plenty customers 01 02 03 04 For personal use only Electronics Optical Coating Catalyst Superconductor Manufacturers: Companies: Catering Manufacturers: Key in Manufacturers: Significant players in to applications in petroleum refining, Esse
Slide 21: Market overview
Market overview The market is moving in Niobium’s direction due to its properties, namely, heat For personal use only resistance, corrosion resistance, strength, weldability, and light weight. These are metals that have economic importance, as well as significant dependency on imports. 01 02 03 Mark
Slide 22: Niobium oxide average market size
Niobium oxide Average market size: $500m USD • Asia Pacific has the • Three mines account for For personal use only highest CAGR at over 95% of the global mined niobium supply and 12.59% with a total no new mines have been CAGR of 10% brought into production for forecast from 2023 to over 50 years.
Slide 23: Niobium oxide Prices
Niobium oxide Prices The high-purity Niobium oxide products will be sold into the For personal use only speciality metals markets, realising premium prices over the ferro-niobium market. 1) Covering all Oxide markets from standard grade to high quality grade with a focus on Optical grade (99.99%). 2
Slide 24: Planned milestones
Planned For personal use only milestones. ASX: GBE | FWB: G4U | globemm.com
Slide 25: Planned Project Milestones
Planned Project Milestones. 01 02 03 04 For personal use only Commission and Produce high purity Complete the update Board approval to operate demonstration Nb2O3 product of the BFS. – Q4 24 execute the project.- Chlorination pilot plant (>99.95% pure) to Q1 25 – currently being support the signatur
Slide 26: Project plan
Project plan 2024 2025 2026 Month May June Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May June Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May June Jul Aug Sep Month number Months 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 Geolabs Concentrate (50kg Conc 2) 1 For personal
Slide 27: Phase Development
Phase 1 Development All quoted in USD Total Already funded Tranche 1 Tranche 2 Tranche 3 Test work and updated feasibility 781,931 640,244 141,686 - 1 For personal use only Social, Environmental and Infrastructure costs 4,210,000 - 1,110,000 3,200,000 - 100,000 Execution Mine & Concentrator 12,718,9
Slide 28: Growth plans
Growth plans For personal use only ASX: GBE | FWB: G4U | globemm.com
Slide 29: Regional growth opportunities
Regional growth opportunities • Globe has identified several very exciting regional exploration projects For personal use only • The projects are a good fit for Globe and its strategic development ambitions in the region. • Globe has identified 5 to 6 projects with drill confirmation of grade and ex
Slide 30: How to join the Globe Metals & Mining Investor Hub
How to join the Globe Metals & For personal use only Mining Investor Hub: Head to: https://investorhub.globemm.com /auth/signup Follow the prompts to sign up for an Investor Hub account. Complete your account profile. Link your shareholdings if you are a current shareholder. The QR code below can al
Slide 31: Appendix
Appendix For personal use only ASX: GBE | FWB: G4U | globemm.com
Slide 32: Summary of the optimisation results relative to the 2021 DFS
Summary of the optimisation results relative to the 2021 DFS: Kanyika Niobium Project Malawi For personal use only Source: ASX on 19 August 2021 titled “Kanyika Niobium Project – Project Feasibility and An emerging vertically-integrated niobium producer. Economics” ASX on 5 February 2024 titled “Rob
Slide 33: Summary of financial results of the optimisation study
Summary of financial results of the optimisation study: Kanyika Niobium Project Malawi For personal use only Source: ASX on 19 August 2021 titled “Kanyika Niobium Project – Project Feasibility and An emerging vertically-integrated niobium producer. Economics” ASX on 5 February 2024 titled “Robust Op
Slide 34: Competent person's statement
Competent person’s statement Production target and forecast financial information (Listing rule 5.19) Mineral resource estimates: Ore reserves: For personal use only The information in this report that relates to Mineral Resources is extracted from the report titled The information in the report tha