Critical Minerals Group Ltd. · ASX:CMG
Critical Minerals — The Noosa Mining Investor Conference 2023
24 slides from Critical Minerals's conference presentation, Nov 15, 2023
Slide 1: Investor Presentation - The Noosa Mining Investor Conference
For personal use only INVESTOR PRESENTATION The Noosa Mining Investor Conference November 2023 Empowering a Sustainable Future Pioneering High-Quality Vanadium for the Energy Storage Revolution ASX:CMG 1 1
Slide 2: Disclaimer
Disclaimer For personal use only Critical Minerals Group Limited ACN 652 994 726 (CMG or the company) is the issuer of this presentation. Securities Disclaimer This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securities. Relia
Slide 3: Disclaimer
Disclaimer For personal use only To achieve the range of outcomes indicated in the Scoping Study, additional funding will be required. The company has a supportive shareholder base and has successfully raised capital to progress the project in the past. However, investors should note that there is n
Slide 4: Investment Highlights
Investment Highlights For personal use only World Class Asset Government Support World class vanadium asset with upside in Federal and State governments supporting CMG and resource and additional mineral value – HPA, other adjacent companies as key participants in Target Net valuable by-products. Ze
Slide 5: Supporting Global Communities through an Energy Transition
Supporting Global Communities through an Energy Transition For personal use only Global pressure drives renewable energy age Fed & QLD Govt priority for Critical Mineral Zones (Inc. Vanadium) 3 • Renewable Energy Targets (Global, Australia, QLD) 100% by 20501 • $100m industry grant pool for battery
Slide 6: Successful Scoping Study at Lindfield Vanadium Project
Successful Scoping Study at Lindfield Vanadium Project1 For personal use only 4 Million Tonnes $510m NPV The Project has the practical and financial attributes to potentially develop a successful 4 Assuming USD$9.50 / lb 98.5% V₂O₅, USD$57.5 / million tonne per annum ROM vanadium mine. kg 99% MoO3 ,
Slide 7: The Lindfield Vanadium Project, QLD
For personal use only Harnessing High-Grade, Low Strip Ratio, Long-Life Vanadium Assets to assist in Queensland’s commitment to a Sustainable Future The Lindfield Vanadium Project, QLD 7
Slide 8: The Lindfield Vanadium Project
The Lindfield Vanadium Project Vanadium and High-Purity Alumina (HPA) For personal use only Large Scale Resource1 Regulatory Lindfield Indicated Resources of 363 Mt @0.43% State and federal governments engaged in Approvals V2O5, includes indicated Resource of 254 Mt @ 0.44% pathways V2O5 in oxidised
Slide 9: The Lindfield Vanadium Project
The Lindfield Vanadium Project Vanadium and High-Purity Alumina (HPA) For personal use only Project underpinned by a large resource in a simple, flat-lying orebody that outcrops at surface. • Mineral Resource Estimate (MRE) - 363 Mt @ 0.43% V205 and 4.8% AI2O3. Includes 254 Mt @ 0.44% Resource and 1
Slide 10: Vanadium Market Overview
For personal use only Forging Global Energy Transitions for Queensland's Premier Vanadium Supply Chain Future Vanadium Market Overview 10
Slide 11: Government investment in the Path to Net Zero 2050
Government investment in the Path to Net Zero 2050 CMG is seeking to leverage the significant grants and incentives put in place to develop domestic production of vanadium, For personal use only particularly for use in Vanadium Batteries as a grid-scale energy solution National Battery Testing Centr
Slide 12: Vanadium Batteries - Proven technology powering cities
Vanadium Batteries – Proven technology powering cities For personal use only Vanadium batteries powering cities around the world TODAY Why are they favoured? • Safe and non-flammable • Vanadium electrolyte is 100% recyclable and reusable • 30 year plus lifespan with complete discharge and no deterio
Slide 13: Vanadium Batteries
Vanadium Batteries Renewable intermittent unstable For personal use only energy that needs Battery storage to stabilise Vanadium batteries become the new base load energy powering cities • Renewable energy (Solar, wind) is erratic and intermittent and NEEDS stable energy storage…..Vanadium Batteries
Slide 14: Our ESG Vision
For personal use only Meeting the Growing Demand for Minerals to Ensure a Carbon Neutral Future. Our ESG Vision 14
Slide 15: ESG Focus
ESG Focus For personal use only • Ownership diversity CMG Environmental, Social and Governance Policy is centred Ethics, • Employment diversity around four key principles Accountability, • HR development and diversity Community and • Inclusive supplier procurement and development/ education. People
Slide 16: Milestones Achieved to Date and Newsflow Catalysts
Milestones Achieved to Date Newsflow Catalysts In Advancing Towards Production Strong Developments Going Forward For personal use only Q1 2023 2024 Targets • Commencement of metallurgical testwork • Commencement of Pilot Plant processing work Q2 2023 • Targeting a JORC Resource upgrade with the incl
Slide 17: Board of Directors
Board of Directors For personal use only Alan Broome. AM Scott Winter Art Malone Steve Kovac Stuart McClure Chairman Managing Director Non-Exec Director Non-Exec Director Non-Exec Director § Extensive Mining & Board § 30 years of experience § Senior Energy and Resources § CEO of Idemitsu Australia §
Slide 18: ASX CMG
For personal use only ASX CMG Total Shares on Issue 44.08m Options (@ $0.25) exp. 19 September 2024 8.36m ASX:CMG Cash (as at 30 September 2023) $1.8m Market Cap (undiluted) $9.9m Share Price (as at close 14 November 2023) $0.225 Empowering a Sustainable Future: Pioneering High-Quality Vanadium for
Slide 19: Contact
Contact For personal use only Scott Winter Managing Director info@criticalmineralsgroup.com.au +61 (0) 7 5555 5077 Jane Morgan Investor & Media Relations jm@janemorganmanagement.com.au +61 405 555 618 19
Slide 20: JORC Code, Edition 2012 - Table 1
JORC CODE, EDITION 2012 – TABLE 1. CHECKLIST OF ASSESSMENT & REPORTING CRITERIA Criteria JORC Code Explanation Commentary • Nature and quality of sampling (e.g. cut channels, random chips, or specific specialised industry standard measurement tools Sampling techniques • November 2022 exploration sam
Slide 21: JORC Table - Continued
JORC TABLE 1 - Continued Criteria JORC Code Explanation Commentary For personal use only Sub-sampling techniques • If core, whether cut or sawn and whether quarter, half or all core taken. • November 2022 samples were taken across the entire Toolebuc Formation interval to characterise mineralisation
Slide 22: JORC Table - Continued
JORC TABLE 1 - Continued Criteria JORC Code Explanation Commentary Location of data points • Accuracy and quality of surveys used to locate drill holes (collar and down-hole surveys), trenches, mine • November 2022 drillhole collar survey was completed by Diverse Surveys Pty Ltd using Leica GS18 equ
Slide 23: JORC Table - Continued
JORC TABLE 1 - Continued Criteria JORC Code Explanation Commentary Drill hole Information • A summary of all information material to the understanding of the exploration results including a tabulation • Appropriate summaries of drill hole statistics are provided in this report. Maps showing the loca
Slide 24: Table 1. Mineral Resource Summary
TABLE 1. MINERAL RESOURCE SUMMARY For personal use only Table 1. Lindfield Project Vanadium and High Purity Alumina (HPA) Mineral Resource Table 2. New Lindfield Project In Situ Mineral Resources Estimate Categories Summary In Situ Mineral Resource (Mt at V2O5 wt%) Resource Category Domain Mass (Mt)
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