Geomega Resources Inc. · TSXV:GMA
Geomega Resources — Investor Presentation (April 2021)
18 slides from Geomega Resources's investor presentation, Apr 22, 2021
Slide 1: Rare Earths Recycling & Clean Processing of CSM in Quebec
Rare Earths Recycling & Clean Processing of CSM in Quebec Critical & Strategic Minerals Investment Opportunities in Quebec April 22, 2021 OTC: GOMRF TSX.V: GMA
Slide 2: Forward Looking Statement
Forward Looking Statement Our presentation contains “forward-looking statements” not based on historical facts. Forward-looking statements express, as of the date of this presentation, our estimates, forecasts, projections, expectations and opinions as to future events or results. The forward lookin
Slide 3: Geomega's Main Activities
Geomega’s Main Activities • Developing the 1st rare earth • Largest rare earth magnet recycling facility Bastnaesite 43-101 resource outside of Asia estimate in North America • Offering sustainable circular • Patented metallurgical economy to the magnets process that drive Transport • Road and power
Slide 4: History Highlights
History Highlights ▪ 2011 Montviel carbonatite discovered in Quebec, Canada ▪ 2015 Largest 43-101 bastnaesite resource estimate in North America published ▪ 2015 Developed an innovative hydrometallurgical process for Montviel. Low acid (HCl) and low power consumption ▪ 2017 ISR technology successful
Slide 5: Geomega's ISR Technology
Geomega’s ISR Technology ▪ Proprietary technology ▪ Environmentally safe ▪ Small footprint ▪ Low CAPEX REO Product ▪ Recovery of main reagents > 90% ▪ No liquid effluent produced ▪ High purity, >99.5% REO Product ▪ Iron oxide as by-product ▪ Lower GHG emissions than conventional mining Source: Rockl
Slide 6: REE Recycling Demo Plant
REE Recycling Demo Plant • Facility in Saint-Bruno secured and construction complete • Majority of equipment selected • Detailed engineering ongoing • Fully funded: • $3M debt facility from Investissement Québec • Over $3.5M raised in equity • Upcoming milestones: • Equipment ordering • Plant constr
Slide 7: REE Recycling Demo Plant
REE Recycling Demo Plant Demo Plant Economics Demo plant feed throughput 1.5 tpd / 8hr day Average grade of feed stock 30% TREO (Nd, Pr, Dy, Tb) Capital costs (inc. WC) $4.8 M Direct operating costs $3 / kg of TREO Targeted Sales* $10 M Target Profit Margin 20% Conversion to Commercial Plant Up to 4
Slide 8: Permanent Magnet Sector
Permanent Magnet Sector • NdFeB market is over 180,000 tonnes per year and valued at around $12B • Demand expected to surpass 300,000 tonnes by 2030 • China produces over 85% of the world’s magREO (Nd, Pr, Tb, Dy) and over 90% of the NdFeB magnets • Demand driven by electrification of transport and
Slide 9: What is recycled?
What is recycled? • Swarf: > 50,000 tpy globally • Pre & Post Consumer assemblies: • Several established programs for collecting end of life magnets from motors and wind turbines • Manufacturers get back material back from clients • >15,000 tpy available worldwide with volumes increasing in some app
Slide 10: REE Circular Economy
REE Circular Economy End-of-life product Sorting disposal WASTE MAGNET COLLECTION Final Magnet 2 Products Scrap BATTERY MANUFACTURER Ore 1 MINING FINAL PRODUCT MANUFACTURER REE 3 METAL & ALLOY PROCESSING MANUFACTURER Magnets 3 MAGNET MANUFACTURER Rare Earths Recycling & Clean Processing of CSM in Qu
Slide 11: REE Recycling Growth Potential
REE Recycling Growth Potential • Starting from a robust demo model & then upgrading to commercial plant • Significant growth opportunity in magnet recycling from a growing global production • Continuous growth from end of life sources Geomega Forecast vs Magnet Waste Market Value 2,000 $1,800M 1,800
Slide 12: Critical Metals R&D
Critical Metals R&D • Leveraging expertise and technology strengths to evaluate other sources (mining, industrial & e-waste) • Iron-friendly technology (iron byproduct instead of tailings) • Recyclability of main reagents • Applying technology to other feeds with similar characteristics • Iron impur
Slide 13: Montviel REE Project
Montviel REE Project • 100% owned by Geomega • Located in Quebec with power and road infrastructure available • Largest rare earth Bastnaesite 43-101 resource estimate in North America • 82.4 Mt @ 1.5% TREO & 0.17% Nb2O5 Indicated and over 184Mt Inferred • Patented metallurgical process (US15/578,49
Slide 14: Montviel REE Project
Montviel REE Project • Geomega’s technology developed with Montviel in mind • Technology to demonstrate Montviel as a robust project even at low REO prices • Recyclability of main reagents • Reduction of environmental footprint • Simplified process • Iron as by-product • Creating a project that can
Slide 15: Management Team and Board of Directors
Management Team Kiril Mugerman Dr. Pouya Hajiani Mathieu Bourdeau Alain Cayer Director, President & CEO Chief Technology Officer Chief Financial Officer VP Exploration Board of Directors Gilles Gingras Kosta Kostic Mario Spino Ex-partner at Deloitte Partner at Fasken Financial Modeling at National B
Slide 16: Summary
Summary • Clean processing technologies for Critical & Strategic Metals • Low CAPEX & Low OPEX REE recycling • Several R&D projects ongoing to apply technology to other feeds • Major REE Montviel project in the pipeline • Royalties & licenses opportunities on major global waste streams of CSM Rare E
Slide 17: Share Structure
Share Structure Issued & Outstanding* 120,206,799 Stock Options 10,311,094 40% Warrants 23,500,201 Fully-Diluted 154,018,094 41% 4% Equity assets 16.8M shares of KTR.V 11% 4% Cash >$3M & $3M debt IQ Management & Insiders Quebec Inst. Funds Strategic Investor Private Large Positions Retail *As of Nov
Slide 18: Rare Earths Recycling & Clean Processing of CSM in Quebec
Rare Earths Recycling & Clean Processing of CSM in Quebec Kiril Mugerman – President & CEO kmugerman@geomega.ca (450) 641-5119 ext 5653 www.geomega.ca Rare Earths Recycling & Clean Processing of CSM in Quebec Page 18 | Geomega (GMA.V)
Geomega Resources — Investor Presentation (April 2021) on 6ix