Energy Transition Minerals Ltd. · ASX:ETM
Energy Transition Minerals — Investor Presentation (August 2025)
24 slides from Energy Transition Minerals's investor presentation, Aug 15, 2025
Slide 1: Shaping the future of Europe's critical metals supply
For personal use only Shaping the future of Europe’s critical metals supply • Kvanefjeld Rare Earths Project, Greenland • Penouta Tin-Tantalum-Niobium Mine, Spain Investor Presentation | August 2025 ASX: ETM 1
Slide 2: Disclaimer & Cautionary Statements
Disclaimer & Cautionary Statements Important Notice and Disclaimer: This presentation is dated 15 August 2025 and provides a high-level overview of Energy Transition Minerals Ltd ("ETM" or the "Company") and its activities as at the date of release. It contains summary information only and does not
Slide 3: Disclaimer & Cautionary Statements (Cont'd)
Disclaimer & Cautionary Statements (Cont’d) For personal use only Investment Risk: There are a number of risks specific to the Company, as well as general risks that may affect the future operating and financial performance of the Company and the value of an investment in the Company. These include,
Slide 4: Investment Highlights
Investment Highlights • Invested US$400M in preferred equity, becoming MP Materials’ largest shareholder. For personal use only Recent US • Extended a US$150M unsecured loan to expand heavy rare earth separation capabilities at the Mountain Pass Government facility. policy shift • Committed to a 10-
Slide 5: US Government Policy Shifts
US Government Policy Shifts For personal use only FT 10 July 2025 FT 12 June 2025 ASX: ETM 5
Slide 6: Asset Overview – Kvanefjeld
Asset Overview – Kvanefjeld Kvanefjeld has the potential to become a globally significant rare-earth project For personal use only • Energy Transition Minerals (ETM:ASX), manages the Kvanefjeld Rare Earths project, located near Narsaq, in South-West Greenland • Kvanefjeld is one of the world’s most
Slide 7: Kvanefjeld – Location and Access
Kvanefjeld – Location and Access Project area is favourably located For personal use only in southern Greenland Narsarsuaq international airport is 35km away, 4h 50m flight from Copenhagen Year-round direct shipping access via deep water fjords that lead directly to the North Atlantic Ocean Climatic
Slide 8: Kvanefjeld – Exploration Licence
Kvanefjeld – Exploration Licence Greenland Minerals' right to an exploitation licence For personal use only • Fundamental principle of Greenlandic minerals legislation that an exploration licence carries the right to automatic grant of an exploitation licence • The government has no discretion to re
Slide 9: Kvanefjeld – Uranium Act
Kvanefjeld – Uranium Act North Atlantic Ocean For personal use only KVANEFJELD TASEQ BASIN (mine area) NARSAQ VALLEY Uranium Act • Greenlandic parliamentary election 2021 • IA Party formed government • Act No 20 (Uranium Act) passed December 2021 • Uranium Act prohibits exploration for or production
Slide 10: Kvanefjeld – Arbitration
Kvanefjeld – Arbitration The Company has, since the Given its strategic importance, the ETM Board continues to For personal use only grant of its exploration licence in Greenland over a decade ago, explore every avenue to advance Kvanefjeld to production… continued to adhere to the requisite environ
Slide 11: Kvanefjeld – Arbitration
Kvanefjeld – Arbitration • Greenland Minerals had complied with requirements of exploration licence and Greenlandic minerals legislation For personal use only • Process had been ongoing for several years • Environmental Impact Assessment had taken several years to complete • Company had submitted EI
Slide 12: Penouta – One-of-a-kind in Europe
Penouta – One-of-a-kind in Europe For personal use only ASX: ETM 12
Slide 13: Penouta – One-of-a-kind in Europe
Penouta – One-of-a-kind in Europe ETM secures the Penouta Project in Spain: Europe’s Only Tin-Tantalum-Niobium Mine For personal use only ASX: ETM 13
Slide 14: Penouta – One-of-a-kind in Europe
Penouta – One-of-a-kind in Europe • Recent production and offtake: Acquired through the insolvency process of Strategic Minerals Spain, the Penouta Mine last operated as recently as For personal use only October 2024. • Strategic EU Critical Minerals Asset: Penouta is Europe’s only developed tin-tan
Slide 15: Penouta – One-of-a-kind in Europe
Penouta – One-of-a-kind in Europe Foreign Mineral Resource calculated by SRK Consulting (UK) Ltd Table 1: Pit Constrained Mineral Resource Statement for the Penouta Ta-Sn For personal use only Hard Rock Deposit, SRK, Effective Date 05 March 2021 Grade Metal Tonnes Category (Mt) Ta2O5 Eq Sn Ta Ta2O5
Slide 16: Important Disclaimer Regarding Penouta Acquisition
Penouta – One-of-a-kind in Europe IMPORTANT DISCLAIMER REGARDING PENOUTA ACQUISITION For personal use only The transaction is subject to execution of a formal deed of sale with the administrator and is subject to and conditional upon local Spanish insolvency procedures, including but not limited to:
Slide 17: Strategic importance of the Penouta acquisition
Penouta – One-of-a-kind in Europe Strategic importance of the Penouta acquisition For personal use only Strengthens ETM’s position to become key future supplier of critical minerals to Europe • Penouta, located in Spain, positions ETM at the heart of the European Union’s push to secure domestic and
Slide 18: Strategic importance of the Penouta acquisition
Penouta – One-of-a-kind in Europe Strategic importance of the Penouta acquisition For personal use only Short-Term Revenue Potential • Penouta has the potential to move into production quickly, providing ETM with near-term cash flow. • Existing resource data and prior operational history suggest tha
Slide 19: Strong Cash Position
Strong Cash Position For personal use only • A$10 million Strategic Placement to existing shareholder OCJ Investment (Australia) Pty Ltd recently completed • OCJ is ETM’s largest single shareholder, with a 15.5% stake • Share Purchase Plan to raise up to A$3,000,000 to be offered to eligible existin
Slide 20: Corporate Information
Corporate Information ETM Board of Directors Corporate Structure ASX:ETM • Simon Kidston is an experienced company director with a track record of building successful Simon Kidston For personal use only companies in mining and renewable energy. Simon was the founding director of Genex Power Share pr
Slide 21: Key Upcoming Dates
For personal use only Key Upcoming Dates Arbitral Decision First hearing in Kvanefjeld Exploration on jurisdiction Greenland Licence Renewal Transfer of Penouta to ETM September 2025 Q4 2025 – Q1 2026 December 2025 ASX: ETM 21
Slide 22: ETM – Other Projects
ETM – Other Projects Canada: ETM acquired two exploration licenses in Quebec in December For personal use only 2023, named “Solo” and “Good Setting”; they are strategically located in James Bay less than 2 km from electrical transmission lines and to the east of Newmont’s Eleonore gold mining camp.
Slide 23: Kvanefjeld – Mineral Resources
For personal use only Kvanefjeld – Mineral Resources ASX: ETM 23
Slide 24: Thank you.
Thank you. For personal use only info@etransmin.com www.etransmin.com Tel: +61 8 9382 2322 Level 6, 111 Collins Street Melbourne VIC 3000 Australia PO Box 2006, Subiaco WA 6904 Australia Nuugaarmiunt 523B PO Box 156, Narsaq Greenland 3921 ASX: ETM ACN 118 463 004 24
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