Qem Limited · ASX:QEM
Qem — Investor Presentation (August 2021)
26 slides from Qem's investor presentation, Aug 4, 2021
Slide 1: Investor Presentation - Advancing the Julia Creek Energy Project
QEM For personal use only INVESTOR PRESENTATION August 2021 Advancing the Julia Creek Energy Project
Slide 2: Disclaimer
Disclaimer For Personal Use Only only QEM Limited ACN 167 966 770 (QEM or the Company) is the issuer of this presentation. The issue of this presentation is intended only for the person or entity to which it has been transmitted. Limited Responsibility for Information This presentation contains forw
Slide 3: QEM Overview
QEM Overview For Personal Use Only personal use only QEM Limited (ASX:QEM) is Unique dual commodities In demand products for the “New Power and hydrogen produced developing the Julia Creek exposure of oil and vanadium Economy” to be directly applied to oil and Vanadium + Shale Project pentoxide (V2O
Slide 4: Corporate Overview
Corporate Overview For Personal Use Only Led by a team of highly successful and invested mining professionals, with proven track record of only mine development John Foley Chairman Shareholder Director Extensive experience as current Chairman of; Precious use Alignment Support Metal Resources Limite
Slide 5: Julia Creek Project
Julia Creek Project For Personal Use Only Opportunity for a World-Class Vanadium & Oil Shale Mine, with associated Green Hydrogen only potential Key Facts • Shallow oil-bearing shale, mineralised with vanadium use • Low strip ratio allowing for standard open cut mining method • Tier-1 Mining Locatio
Slide 6: Julia Creek Project Location
Julia Creek Project Location For Personal Use Only Wholly-owned Exploration Tenements Covering 249.6km2 in the Julia Creek Area, North- only Western Queensland • Project located within the North-West Minerals Province (NWMP) • Access to all necessary infrastructure and services, including road and r
Slide 7: Project Concept Design
Project Concept Design For Personal Use Only Overview of process design only QEM - Julia Creek H H H2 use PV Solar Green Green Hydrogen Hydrogen Mobility personal Power Fuel Thermal Solar Transport Fuels Ore Fuel Security Heat V2O5 V2O5 Redox Flow Vanadium Critical Minerals Batteries For Copperstrin
Slide 8: Pilot Plant Update
Pilot Plant Update For Personal Use Only Bench scale pilot plant to enable QEM to optimise oil and vanadium recovery only • Bench scale pilot plant to enable QEM to optimise oil and vanadium use recovery, conduct petrology evaluation and gain greater understanding of the Company’s internal hydrogen
Slide 9: Power & Hydrogen Update
Power & Hydrogen Update For personal use only • AMEO recently reported that the corridor between Townsville and the NWMP contains Eastern Australia’s best co-located wind and solar resources and gave both an ‘A’ rating. The only region in Australia to achieve this. • QEM recently completed a two-sta
Slide 10: Project Management Siecap
Project Management Siecap For personal use only Siecap Advisory recently appointed to provide management services to develop the project through pre-feasibility study phases, including environmental studies, project approvals, engineering, grants and exploration activities. Siecap is an independent
Slide 11: Vanadium - The Versatile Element
Vanadium For Personal Use Only ENERGY STORAGE Uses only STEEL MANUFACTURING Vanadium - The Versatile Element Improves Steel Tensile Strength Most widely used alloy to strengthen steel (HSLA.) Construction, automotive, use aerospace, rail, shipping, tools, drilling and more. Supports Fuel Efficiency
Slide 12: Renewable Energy Storage
Renewable Energy Storage For Personal Use Only Building a Renewable Future only Vanadium Redox Flow Battery use Number of Cycles Low Self-discharge personal Low Environmental Footprint Highly Expandable Generates Low Levels of Heat Charges & Discharges Simultaneously Can Release Energy Instantaneous
Slide 13: VRFB Installs Worldwide
For Personal Use Only 113 VRFB Installs Worldwide 13 39,664 kw of power, 209,800 kwh of energy only COUNTRY VRFBs kW kWh Australia 7 945 4629.90 Barbuda 1 3000 12000.00 Botswana 1 112 560.00 use Canada 3 2500 10000.00 China 17 15825 48005.00 Czech Rep. 3 47 209.90 Denmark 3 40 260.00 Germany 15 1530
Slide 14: Vanadium Market
Vanadium Market For Personal Use Only Set for growth only • Global Production 2020 ~ 102,000 MTV per year use • Expected to grow by 28.31 thousand tons during 2020-2024. (Source: Technavio Global Vanadium Market Report 2020-2024) • Chinese market tightened due to increased steel production. 1Bt in 2
Slide 15: Fuel Resilience
Fuel Resilience For Personal Use Only COVID-19 demonstrates supply chain risks only • Australia is an island nation that depends heavily on imported fuel • Our current stockpile is critically low use • 30 days of petrol for automobiles • 20 days of diesel personal • 20 days of aviation fuel (Austral
Slide 16: Supportive Policy Environment
Supportive Policy Environment For Personal Use Only only Development of Northern Australia and Resource Corridors Government Priority • Critical Minerals Facilitation Office use • Eastern Resource Corridor • Queensland Hydrogen Industry Strategy • Queensland Major Projects Facilitation personal • Qu
Slide 17: Government Funding Bodies
Government Funding Bodies For Personal Use Only Government Backing Policy Aims with Funding Support only • Northern Australian Infrastructure Facility (NAIF) $2.47B for infrastructure development in Northern Australia use • Resources Technology and Critical Minerals Processing National Manufacturing
Slide 18: Development Strategy
Development Strategy For Personal Use Only Moving towards PFS in 2021 use only Engineering Bench Scale Pilot design and cost plant under Pilot trials to modelling construction. begin Q2 2022 complete due for delivery 6 months personal Jan 2022 IP generation & protection Laboratory scale Stage 2 For
Slide 19: Right Project at The Right Time
Right Project at The Right Time For Personal Use Only use only Julia Creek personal Project Vanadium Transport Fuels QEM aims to become a leading + Hydrogen supplier of high-quality vanadium QEM aims to provide innovative pentoxide Dual Commodity and environmentally friendly For Deposit solutions th
Slide 20: Contact
20 Contact For Personal Use Only only Gavin Loyden Managing Director use gavin@qldem.com.au +61 7 5646 9553 personal www.qldem.com.au Shane Murphy Investor Relations shane.murphy@fticonsulting.com For +61 420 945 291 www.qldem.com.au 20
Slide 21: Appendix A - Resource
For personal use only For Personal Use Only Resource Julia Creek Appendix – A 21
Slide 22: Julia Creek Resource Overview
Julia Creek Resource Overview For Personal Use Only only Table 1: Summary of JORC Mineral Resource Estimate use Note: 1. The estimate uses a minimum cut- off of 0.2% V2O5 for the oil shale units, and minimum cut-off of 0.15% V2O5 for the Coquina units. 2. The total resource tonnage reported is round
Slide 23: Julia Creek Oil Yield
Julia Creek Oil Yield For Personal Use Only Cross Section the Julia Creek Oil Deposit. For personal use only Source: Measured Group The estimation methodology used is deterministic. The estimation is based on grids constructed for unit structure, thickness and oil grade parameters 23
Slide 24: Appendix B - Vanadium Market
For personal use only For Personal Use Only Vanadium Market Appendix – B 24
Slide 25: Construction
Construction For Personal Use Only Stronger, safer buildings only • Vanadium plays an essential role as an alloy of steel to provide increased tensile strength, durability and weather resistance. • Announced in February 2018, China revised steel rebar standards to limit the use use of inferior stren
Slide 26: Aerospace & Automotive
Aerospace & Automotive For Personal Use Only Vanadium and the future of transport only • Aerospace - Increased aircraft are required to service larger addressable air-travel market • Both Boeing & Airbus both forecast annual global air traffic growth between 2016 and 2035 of use nearly 5%. A titaniu