Gt Resources Inc · TSXV:GT
Gt Resources — Palladium One Mining — Investor Presentation (May 2021)
31 slides from Gt Resources's investor presentation, May 17, 2021
Slide 1: Corporate Presentation
CORPORATE PRESENTATION MAY 17, 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: Company Overview
Company Overview Corporate Summary (all figures in millions & CAD) Market capitalization $82 Enterprise value $62 Cash (March 1, 2021) $20 Exploration stage, focused on discovering, Price per share $0.33 environmentally and socially conscious, Metals for 52-week low/high $0.075 - $0.40 Clean Air™ Ba
Slide 4: Leadership Team
Leadership Team Dr. Peter C. Lightfoot, P.Geo Independent Director 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 Global Project Generation and Chief
Slide 5: Executive Summary
Executive Summary • Fully funded with exposure to thematically hot metals • Precious Metals and Battery Metals • (Palladium, Platinum, Nickel and Copper) • 100% owned, district scale, projects in Tier I jurisdictions having well- defined mining and development laws • Primary focus on Finland • “Poss
Slide 6: Key Exploration Milestones
Key Exploration Milestones H1 – ‘21 H2 – ‘21 H1 – ‘22 Finland Finland Finland Continue Phase II drilling Completion Phase II drilling Kaukua South NI43-101 (17.5km) Start Phase III drilling (12,000 Continue drilling IP/Mag geophysical surveys m) New target generation Haukiaho NI 43-101 Phase II Meta
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: 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 9: LK: Mineralized Area Remains Unconstrained
LK: Mineralized Area Remains Unconstrained Western portion of Kaukua South and Kaukua NI 43-101 Resource PIt Target +100 million tonnes in Greater Kaukua Area Phase II 17,500 m resource drilling 55% complete. NI 43-101 open pit constrained resource at Kaukua zone. 100% interest. Excellent
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 • 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 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 • Flow through funde
Slide 16: 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 17: Tyko Nickel-Copper: Massive Magmatic Sulphides
Tyko Nickel-Copper: Massive Magmatic Sulphides • Very high value resource potential. • Drilled intercepts ranging from 1 up to 15 meters. • Road within 0.5 km PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 17
Slide 18: Investment Highlights
Investment Highlights • Fully funded with exposure to thematically hot metals • Precious Metals and Battery Metals • (Palladium, Platinum, Nickel and Copper) • 100% owned, district scale, projects in Tier I jurisdictions having well- defined mining and development laws • Primary focus on Finland • “
Slide 19: Appendix
Appendix • Air quality regulations and mine supply deficit • PGE industry consolidation • Regional data (Fennoscandian Shield) • Peer Comparison • Drill Results 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: Limited Investment Opportunities
Limited Investment Opportunities Recent Transactions Pd $/oz b/f Price announcment % trailing 6 Date Buyer Target (US$ mm) (US$/oz) mo vs Spot Oct-19 Impala North American Palladium $ 750 $ 1,463 61% Jan-18 CD Capital Arctic Platinium $ 40 $ 973 41% Dec-17 Sibanye Lonmin $ 286 $ 928 39% Dec-16 Siban
Slide 23: 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 23
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
LK: Murtolampi Zone PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 25
Slide 26: LK: Phase II Drill Results
LK: Phase II Drill Results From Width Pd_Eq PGE g/t Au Zone Hole (m) To (m) (m) g/t* (Pd+Pt+Au) Pd g/t Pt g/t g/t Cu % Ni % Kaukua South LK20-016 23.5 86.2 62.7 3.52 2.62 1.84 0.64 0.14 0.18 0.15 Inc. 23.5 66.0 42.5 4.15 3.14 2.21 0.77 0.16 0.21 0.17 Inc. 47.5 66.0 18.5 4.58 3.55 2.51 0.86 0.18 0.22
Slide 27: 2020 Tyko Project Drill Results
2020 Tyko Project Drill Results Initial Tyko 2020 Drill Results from the Smoke Lake Massive Magmatic Sulphide Discovery PGE g/t Width Ni_Eq Co (Pd+Pt+A Pd Au Hole From (m) To (m) (m) Ni_Eq % lbs/t Ni % Cu % % u) g/t Pt g/t g/t TK-20-015 30.0 32.4 2.3 4.78 105 3.90 1.41 0.05 0.84 0.48 0.35 0.01 Inc.
Slide 28: 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 29: 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 30: Commodity Price Assumptions
Commodity Price Assumptions 26-Mar-21 3-year trailing 2021 2022 2023 2024 2025 LT (2021 real) PDM** UBS LT vs. PDM UBS Commodity Consensus Pricing average * Jan-21 Copper(USc/lb) 3.50 3.30 3.30 3.30 3.40 3.00 $ 2.92 $ 3.00 $ - Nickel (US$/lb) 7.50 8.00 9.00 8.50 7.25 6.00 $ 6.35 $ 7.00 $ (1.00) Gold
Slide 31: Contact: Derrick Weyrauch, President & CEO
CONTACT: DERRICK WEYRAUCH PRESIDENT & CEO DERRICK@PALLADIUMONEINC.COM TSX-V: PDM OTC: NKORF FRA: 7N11 31
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