Green Technology Metals Limited · ASX:GT1
Green Technology Metals — Investor Presentation (September 2026)
29 slides from Green Technology Metals's investor presentation, Sep 2, 2026
Slide 1: The next potential North American lithium producer
For personal use only ASX: GT1 The next potential North American lithium producer INVESTOR PRESENTATION September 2026
Slide 2: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER Important information: Green Technology Metals Limited (ASX GT1) ACN 648 657 649 (the "Company") is the issuer of this presentation. For personal use only Not a disclosure document: This presentation is not a disclosure document for the purposes of Chapter 6D of the
Slide 3: Important Notices and Disclaimer
IMPORTANT NOTICES AND DISCLAIMER Not a recommendation or financial advice: The information in this presentation is not a recommendation to acquire securities in the Company and does not For personal use only constitute financial advice. Any person who intends to subscribe for securities must conduct
Slide 4: Indigenous Partners Acknowledgement
For personal use only INDIGENOUS PARTNERS ACKNOWLEDGEMENT We would like to say Gchi Miigwech to our Indigenous partners. GT1 appreciates the opportunity to work in their Traditional Territory and remains committed to the recognition and respect of those who have lived, travelled, and gathered on the
Slide 5: Why Invest Now
Why Invest Now Undervalued: Near term lithium production, low-capex, advanced permitting, simple open-pit and processing For personal use only STRONG SEYMOUR PROVIDES STRAIGHT FORWARD ROOT UNDERPINS POSITION NEAR TERM CATALYSTS FINANCING THE FUTURE • Only new hard-rock • Technically and developer in
Slide 6: Value Creating Staged Development Strategy
Value Creating Staged Development Strategy Cashflow from Seymour to fund Root’s development and provide growth optionality For personal use only A compelling opportunity in the lithium sector with strong fundamentals and strategic advantages
Slide 7: Board and Management - A founder-led company
Board and Management - A founder-led company Board of Directors Senior Management – Perth based Senior Management – Ontario based For personal use only • Founding Director of GT1 • Finance professional with 13+ years of • P.Geo with 20 years conducting exploration in • 20+ years of experience in exp
Slide 8: Capital Structure and Ownership
Capital Structure and Ownership A tightly-held junior with Institutional support, Tier-1 strategic partners, and significant Management ownership For personal use only SHARE OWNERSHIP CAPITAL STRUCTURE Ticker ASX:GT1 Institutions 30% Shares on issue 1,201,027,348 Strategic investors Total unlisted o
Slide 9: Recent Market Cap Performance
Recent Market Cap Performance Value disconnected to spodumene pricing and peers despite planned near term development and cash flow For personal use only Market Cap - GT1 vs Developers vs Producers vs Spodumene GT1’s recent strategic 250% SC6 FOB AUS GT1 Developers Producers recognition not reflecte
Slide 10: Peer Comparison
Peer Comparison Significant re-rate potential on two fronts: Seymour development + recognition for value of Root Green Tech compares favourably on: For personal use only EV/Resource (US$/t LCE) ✓ Value per tonne of LCE 200 183.0 180.2 ✓ Time to production 180 170.2 Median is 16x higher than 160 GT1
Slide 11: Peer Comparison – Timeline to production
Peer Comparison – Timeline to production Seymour is the nearest term hard rock lithium project in Canada and GT1 is targeting >US$350m EBITDA p.a. from 2030 For personal use only 1,400 PMET Resources Inc., $438m How GT1 compares: 1,200 Critical Elements ✓ Shortest time to production Lithium Corporat
Slide 12: Lithium Demand and Price Outlook
Lithium Demand and Price Outlook Long term supply shortfall supports higher floor price than previous down cycle, well above GT1’s cost For personal use only Forecast Spodumene price – SC6 CIF China Nominal Lithium supply/demand forecast and market balance 7000 Total apparent demand Balance Total su
Slide 13: Seymour Lithium Project
For personal use only Stage 1 Seymour Lithium Project Next 12 Months – Transformational pathway A compelling opportunity in the lithium sector with strong fundamentals and strategic advantages 13
Slide 14: Why build Seymour – low CAPEX, strong cashflow
Why build Seymour – low CAPEX, strong cashflow US US For personal use only $122M $251M 33% Average Annual EBITDA After-tax NPV After-tax IRR US Average price used - US $680 $1851 130K Average Per Tonne SC5.5 FOB Thunder Bay Average Annual Production C1 Cost FOB Thunder Bay Fast markets lithium prici
Slide 15: Near Term Catalysts
Near Term Catalysts Management focused on delivery of value generative key milestones For personal use only Item ETA Description • Capex reduction, finalised mine designs, earthworks and civil design, delivery Seymour DFS 4Q 2026 - 1Q 2027 strategy and contractor pricing • Expected timing for releas
Slide 16: Seymour Optimised PEA
Seymour Optimised PEA 10-year forecast spodumene price remains well above study assumptions Project NPV Sensitivity to SC5.5 Price (US $M) at 8.0% Post-Tax, Real Discount Rate For personal use only 600.0 533.9 500.0 400.0 NPV US $ Million 2026F = US$2,388/t 300.0 251.0 Study = US$1,851/t 200.0 142.8
Slide 17: Seymour Delivery Timeline
Seymour Delivery Timeline For personal use only Q3 2026 Q1 2027 2028 DFS and permitting in progress Permit approvals to clear and First production EA Statement of completion construct, DFS completion, FEED, Additional government funding and early procurement works Q4 2026 Q2 2027 Closure plan submis
Slide 18: DFS Focused on Value Improvement
DFS Focused on Value Improvement Preliminary outcomes from DFS studies show an expected significant CAPEX reduction For personal use only 45% reduction in footprint • Improved water management strategy • Reduced run-off holding capacity • Removal of the south dam • Supports permitting Hybrid open pi
Slide 19: Increased revenue – new by-product streams
Increased revenue – new by-product streams Strategic value: Low-cost revenue stream that strengthens Seymour’s economics and GT1’s growth strategy For personal use only Ta2O5 ppm • Additional new revenue stream – 10.3Mt @ 129ppm Ta2 O5 Tantalum 1 • Investigating production of marketable ~35% Ta2 O5
Slide 20: Indicative Financing Strategy for Seymour
Indicative Financing Strategy for Seymour Seymour’s low initial CAPEX requirements likely to be funded through offtake agreements, alternative financing, government infrastructure mechanisms and equity For personal use only Canadian Federal and Provincial funding Indicative Funding Strategy - Seymou
Slide 21: Root Lithium Project
For personal use only Stage 2 Root Lithium Project Future Growth and Scale Opportunity A compelling opportunity in the lithium sector with strong fundamentals and strategic advantages 21
Slide 22: Expansion Project: Root - Western Hub
Expansion Project: Root - Western Hub Strong project economics and existing infrastructure For personal use only 20.1 Mt 10.0 Mt TOTAL RESOURCE @ 1.24% INDICATED @ 1.32% US$668M 12 years AFTER-TAX NPV MINE LIFE A compelling opportunity in the lithium sector with strong fundamentals and strategic adv
Slide 23: Strong Economics with Growth Optionality
Strong Economics with Growth Optionality US US For personal use only $234M $668M 53.5% Average Annual EBITDA After-tax NPV After-tax IRR US $677 3 year 213K Average Per Tonne SC5.5 Payback Period Average Annual Production C1 Cost Tonnes of SC5.5 spodumene Favourable economics across alternative mine
Slide 24: Infrastructure advantages
Infrastructure advantages Power and Utilities • 100% low-cost hydro power via Indigenous-owned For personal use only Watay line crossing the site • Direct grid connection means no new infrastructure, lower capex and faster development Transportation • Road access to highway network and rail links to
Slide 25: Significant Resource Growth Potential
Significant Resource Growth Potential For personal use only Root Bay Deposit Expansion Drilling increased MRE tonnes and lithium content by 55%; pegmatites remain open to the south and east High-grade intercepts up to 23m; similar characteristics across Root Bay East with potential deposit repetitio
Slide 26: Next Months - Recap
Next 12 Months - Recap Q3 2026 Q4 2026 Q1 2027 Q2 2027 For personal use only DFS and permitting in progress Closure plan submission Permit approvals to clear and Finalise financing, FID and EA Statement of completion Re-engagement of financing construct, FEED, and commencement of construction Additi
Slide 27: Contacts
For personal use only ASX: GT1 Contacts Cameron Henry Managing Director L1, 1 Alvan Street Subiaco, Western Australia 6008 Email: info@greentm.com.au Alex Cowie Investor Relations and Media NWR Communications Email: alexc@nwrcommunications.com.au Share Registry – Automic Group Email: hello@automic.c
Slide 28: Appendices | Mineral Resource Estimate
APPENDICES | MINERAL RESOURCE ESTIMATE Ta2O5 Project Tonnes (Mt) Li2O (%) Rb2O (%) (ppm) For personal use only ROOT PROJECT 1 Root Bay Open pit Indicated 5.8 1.28 Inferred 0.1 0.73 Root Bay Underground Indicated 4.2 1.37 Inferred 5.5 1.24 McCombe Inferred 4.5 1.01 Root Total 20.1 1.24 SEYMOUR PROJEC
Slide 29: Appendices | Comparables References
APPENDICES | COMPARABLES REFERENCES Company Date published Announcement Link For personal use only Wildcat 18 May 2026 Tabba Tabba PFS confirms potential for long-life mine https://cdn-api.markitdigital.com/apiman- Resources Ltd. gateway/ASX/asx-research/1.0/file/2924-02971840- 6A1275222&v=undefined
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