Volta Metals Ltd · CSE:VLTA
Volta Metals — Investor Presentation (December 2024)
36 slides from Volta Metals's investor presentation, December 2024
Slide 1: Discovering North American Critical Minerals
DISCOVERING NORTH AMERICAN CRITICAL MINERALS Hard Rock Lithium & REE in NW Ontario “The investor of today does not profit from yesterday's growth” Warren Buffett CSE: VLTA FRA: D0W voltametals.ca December 2024
Slide 2: Cautionary Statements
CAUTIONARY STATEMENTS Certain statements contained in this presentation constitute forward-looking statements within the meaning of Canadian securities legislation. All statements included herein, other than statements of historical fact, are forward-looking statements which may include, without lim
Slide 3: Volta Metals - Highlights
VOLTA METALS - HIGHLIGHTS High grade Lithium, Cesium and Tantalum (LCT) discovery, with Gallium, and Niobium in Northwestern Ontario, Canada. Experienced leadership team with track record of success. Large, 130 km2 permitted property position, strategically positioned in the emerging Seymour-Falcon
Slide 4: Compelling Location with direct access to Battery and EV Manufacturers
Compelling Location with direct access to Battery and EV Manufacturers • Excellent Infrastructure: • Air Strip and Via Rail station in Armstrong (60km from Li pegmatites) • Road access fromThunder Bay, ON • Thunder Bay - gateway to Battery manufacturing and EV factories CSE: VLTA FRA: D0W voltametal
Slide 5: Strategic Position in Emerging Lithium District in NW Ontario
Strategic Position in Emerging Lithium District in NW ONTARIO Located in the emerging Seymour-Falcon pegmatite field host to Green Technology Metals (ASX:GT1) Seymour deposit Project (10.3Mt @1.03% Li2O JORC Resource). Location Armstrong, ON: Via Rail Station Functional Airstrip Thunder Bay (Major H
Slide 6: Flagship Project: Falcon West
FLAGSHIP PROJECT: FALCON WEST Falcon Far West Pegmatite Cluster • Drilling returned grades up to 1.50% Li2O • 130 km2 land package within the over 5.2m, and 1.24% Li2O over 15.6m. emerging Seymour - Falcon • 6 Li-Bearing pegmatites identified to date. Battery Age Pegmatite fields. Minerals • Newly d
Slide 7: District Scale Underexplored Spodumene Pegmatite Trend
DISTRICT SCALE UNDEREXPLORED SPODUMENE PEGMATITE TREND – Substantial Strike Length owned by Volta (12 x 12 km) • ZigZag hosts Dempster Lithium showing. • Falcon Pegmatite Trend: Influence of Pashkokan Fault opened up extensional voids to allow ingress of LCT pegmatites. • Aubry Pegmatite Trend: Loca
Slide 8: Regional Magnetic Survey (2002)
REGIONAL MAGNETIC SURVEY (2002) • Dempster Lithium showing (current exp Dempster East 50x5 m) located in the middle of ZigZag Showing Falcon Lake (ZigZag) Property • The pegmatites are highly evolved and have potential for Tantalum, and they are distinct from the Falcon Pegmatite group (Dr. Breaks)
Slide 9: Falcon West Project - Mag Survey Results
FALCON WEST PROJECT– MAG SURVEY RESULTS • Spodumene pegmatite swarm discovered in a very small area of the total project area (300x500m - marked green) • Drone magnetics suggest pegmatites related to a broad magnetic low. • Multiple targets identified in relation to magnetic response, combined with
Slide 10: Falcon West Project - Soil Sampling Results
FALCON WEST PROJECT– SOIL SAMPLING RESULTS Pegmatite trend • Coincident pathfinder soil geochemical anomalies define multiple targets for follow-up. Homogeneous large and medium spodumene crystals – potential for two different sources CSE: VLTA FRA: D0W voltametals.ca 10
Slide 11: Falcon West Project - Inaugural Drill Results
FALCON WEST PROJECT– INAUGURAL DRILL RESULTS Hole ID From (m) To (m) Length Li2O % Cs (ppm) Ta (ppm) Pegmatite (m) FW23-01 12.4 19 6.6 1.03 297.2 77.2 AM FW23-02 24.9 29.8 4.9 0.04 169.8 91.6 AM FW23-03 8.0 11.9 3.9 1.41 52.2 43.2 CDC FW23-04 11.6 21.7 10.1 1.11 64.0 46.1 CDC FW23-05 13.7 29.3 15.6
Slide 12: ZigZag Lithium Project (2,710 Ha)
ZigZag Lithium Project (2,710 Ha) • ZigZag hosts Dempster Lithium showing with values up to 3.67 Li2O. • Not drilled • High discovery potential for economic Lithium, Tantalum, Gallium (Semiconductors) and Cesium • Highest Tantalum oxide results in Ontario 0.37% Ta2O5 12
Slide 13: Management & Board
MANAGEMENT & BOARD Kerem Usenmez, M.Sc., P.Eng., Director, President and CEO Kerem is a Geological Engineer with over 25 years of global experience with Inco (MB), and Amec Engineering. Most recently President and CEO of Metallum Resources, founded Atom Bits diamond drilling bit manufacturer. He is
Slide 14: Management & Board (continued)
Dr. Mark Cruise, PGeo, ICD.D, Chair and Director Mark is a professional geologist with over 29 years of international experience from exploration to production. He has co-founded and/or led several billion dollar TSX-V, TSX and NYSE American listed exploration and mining companies. Mark is an indepe
Slide 15: Ownership & Cap Structure
Warren Buffett: “All there is to investing OWNERSHIP & CAP STRUCTURE is picking good stocks at good times and staying with them as long as they remain good companies.” 21% Insiders 79% HNW & Retail VOLTA Shares outstanding: 59,383,112 Market Cap: $1.2 - $2.5M Range First day trading: May 31, 2023 Lo
Slide 16: Last Bull Run
Last Bull Run PMET: TSX Lithium Price is at the same levels as Spodumene (6%) November 2019, when PMET and GT1 acquired their projects GT1: ASX CSE: VLTA FRA: D0W voltametals.ca 16
Slide 17: Peer Comparatives
PEER COMPARATIVES Exchange CSE TSXV TSXV ASX ASX Market Cap $2.5M $169M $157M $25M $17M 52 week Share $0.03 - $0.25 $0.41 - $1.92 $1.47 – $1.70 $0.07 - $0.76 $0.08 - $0.56 Price4 Lithium Grade3 1.5%1 2% 1.01% 1.03% 1.48% Tonnage N/A 41.9 Mt 6.6 Mt 24.9Mt N/A Contained2 0.65 Mt 0.07 Mt 0.25Mt N/A Li2
Slide 18: For further information contact
CSE: VLTA For further information contact: VOLTA Metals Ltd. Kerem Usenmez, M.Sc., P.Eng. 130 King Street W, Suite 3680 President & CEO Toronto, Ontario kusenmez@voltametals.ca Canada M5X 1B1 (416) 919-9060 18
Slide 19: Junior Lake Project
JUNIOR LAKE PROJECT VOLTA Claims • 100% owned 3,820 Ha Junior Lake Claims property in The Summit Lake Batholith. • 1km east of Swole Lake Lithium occurrence – limited minor exploration. • Molybdenum showing within the property with Green Tech Metals anomalous REE including Lithium – open for explora
Slide 20: Roughrock Rare Earth Elements (REE) Project
ROUGHROCK RARE EARTH ELEMENTS (REE) PROJECT • 100% owned, 720 hectares, Greenfield Rare Earth Project • Bastnaesite occurrence within the claim blocks, with Allanite Group minerals (Cerny and Cerna, 1972) • Bastnaesite, a cerium fluoride carbonate (CeCO3(F)), found in contact or alteration zones. •
Slide 21: Main Uses of High-grade Elements found in Volta's Projects
Main Uses of High-grade Elements found in Volta’s Projects Main Uses: Batteries (EV’s, portable electronics), Main Uses: Semiconductors (Essential element for Medicine, lubricant, energy storage (AI) Chipmaking), LED’s (Mars Rover, electronics etc) Main Uses: Aerospace, Cancer treatment, atomic Main
Slide 22: Ontario - EV Capital of North America
ONTARIO – EV CAPITAL OF NORTH AMERICA • Clean Energy – 94% Emission-Free Electricity • Volkswagen announced $6B investment for Ontario battery cell plant, along with Ontario’s $13B investment. • Umicore announced a $1.5B investment to build an industrial scale cathode and precursor materials plant i
Slide 23: Ontario, Canada - Tier 1 Jurisdiction
ONTARIO, CANADA – TIER 1 JURISDICTION Canada’s Critical Mineral Strategy • $1.5B in funding to support critical mineral projects • 30% Critical Mineral Exploration Credit • $40M to support northern regulatory processes in reviewing and permitting critical mineral projects • $6M government investment
Slide 24: Lithium Facts
LITHIUM FACTS • Lithium is the lightest and least dense solid element in the periodic table. • In its metallic form, lithium is a soft silvery-grey metal with good heat and electric conductivity enabling it to store and transmit energy. • Lithium has high electrode potential. Due to its low atomic m
Slide 25: Lithium Facts
LITHIUM FACTS • Lithium grease was invented around 1940 and was found to be superior to existing sodium and calcium-based greases. It found widespread industrial use in aircraft engines during the 1940s and is still widely used today. • Industrial applications include the use of lithium as an additi
Slide 26: Cheaper to Replace an EV Battery Than a Combustion Engine
CHEAPER TO REPLACE AND EV BATTERY THAN A COMBUSTION ENGINE • Battery replacements are rare, and they are about to get rarer. The EV battery of today is expected to last for 200,000 miles, possibly more. Most electric cars won’t need their batteries replaced at all. • The cost of EVs will continue to
Slide 27: Global Lithium Trend - EV Demand Remains Strong
GLOBAL LITHIUM TREND – EV DEMAND REMAINS STRONG “Sales of internal combustion engine vehicles have slumped from 78% to 63%, with the market showing no sign of this trend slo wing,” (AutoMotive), referring to a 2½ year period from 2022 to 2024. That’s a 20% shrink in a fairly short timespan. “Meanwhi
Slide 28: Electric Vehicle Sales - Main Driver for Lithium Demand
ELECTRIC VEHICLE SALES – MAIN DRIVER FOR LITHIUM DEMAND Recent report from Benchmark Minerals Intelligence: “Lithium has to scale 20X by 2050 as Automakers face generational Challenge” • Estimated Global EV Sales: • 2.5 million in 2020 • 11.2 million in 2025 • 31.1 million by 2030 ACTUAL SALES • In
Slide 29: Electric Vehicle Sales - Main Driver for Lithium Demand
ELECTRIC VEHICLE SALES – MAIN DRIVER FOR LITHIUM DEMAND The market share of vehicles without a battery is in steep decline, falling from 78% to 63% - a decline of a fifth - in two-and-a-half years, and showing no sign of abating. In the same period battery electric has almost doubled its market shar
Slide 30: Strong Lithium Demand
STRONG LITHIUM DEMAND • Inflation Reduction Act has turbo charged battery supply chain initiatives and EV plans in North America. • Climate change represents one of the greatest challenges and investment opportunities of our time. IEA World Energy outlook highlights Lithium, Copper and Nickel as key
Slide 31: Strong Lithium Demand
STRONG LITHIUM DEMAND Benchmark has a base lithium supply forecast of 2.1 tonnes, 12% lower than their base demand. • Unconstrained Demand (Dream) 3-4m tonnes lithium by 2030. • Base Demand (Reality) 2-3m tonnes lithium by 2030. • Supply or where supply and demand intersect – 1.8-2.8m tonnes lithium
Slide 32: Lithium Deposits
LITHIUM DEPOSITS There are two primary sources for Lithium - brine and hard rock: • Brine deposits are accumulations of saline groundwater that are enriched in dissolved lithium. Although abundant in nature, only select regions in the world contain economic brines, mainly in arid regions where lithi
Slide 33: Lithium Production Types
LITHIUM PRODUCTION TYPES • Lithium hosted in spodumene (Pegmatite) can be sustainably processed into either Lithium Hydroxide or Lithium Carbonate. • Lithium Hydroxide is better for the production of EV batteries with NCM 811 cathodes compared to Lithium Carbonate produced from brines. However Lithi
Slide 34: Lithium Production Types
LITHIUM PRODUCTION TYPES • Lithium production will exceed 1 million tonnes LCE for the first time in 2024 and will more than double to 2.7 million by 2030. • Today the majority of extraction occurs in South America and Australia, though China dominates the processing scene. • China also dominates li
Slide 35: Transportation - A Major Contributor to Climate Change
TRANSPORTATION - A MAJOR CONTRIBUTOR TO CLIMATE CHANGE • Transportation accounts for around 20% of global CO2 emissions. • Unlike sectors such as marine transportation and aviation, light passenger vehicles have a clear technological path to net-zero emissions by 2050: electrification. • Many countr
Slide 36: Lithium Market Conditions
LITHIUM MARKET CONDITIONS 1.5B cars in the World 290M cars in the US 35M cars in Canada. 8kg Li in each EV 5% of these cars to be EV each year, means ~1.5M tons of Lithium. In 2022 100k tons of Li was produced (as of Nov). CSE: VLTA FRA: D0W voltametals.ca 36