Neometals Ltd · ASX:NMT
Neometals — Diggers and Dealers 2015
27 slides from Neometals's conference presentation, Aug 5, 2015
Slide 1: Diggers Presentation
For personal use only Diggers Presentation ASX Code: NMT August 2015 1
Slide 2: Disclaimer
2 Disclaimer For personal use only Summary information: This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to provide summary information about the Company and its associated entities and their activities current as at the date of this document. The information contained
Slide 3: Corporate Details
Corporate Details For personal use only ASX Code:Price NMT OTC: NMTUY (AU cents) ASX Code: NMT OTC: RDRUY 12 Last close ( 12 Dec 2014 ) $ 0.036 Last close (4 Aug 2015) $0.11 10 8 6 Shares on issue M 499.4 Shares on issue 502 M 4 2 Cash (30 Sept 2014) $m 11.7 Cash (30 June 2015) $7.5 M 0 Incl Restric
Slide 4: All the right elements
For personal use only ~ All the right elements
Slide 5: Mt Marion Lithium Project
For personal use only Mt Marion Lithium Project 70% Neometals 30% and Operator Mineral Resources Ltd (ASX:MIN) + = 5
Slide 6: Lithium Fundamentals
Lithium Fundamentals For personal use only + = 6
Slide 7: Lithium Fundamentals
Lithium Fundamentals For personal use only + = 7
Slide 8: Project Strategy
Project Strategy For personal use only Produce Lithium Value add into Integrated Lithium Mineral Lithium Battery Producer Concentrates Materials (LiOH) with partner MIN with Partners + = FULLY FUNDED FULLY PERMITTED + = 8
Slide 9: High Quality Partner
High Quality Partner For personal use only • Australia’s largest contract minerals processor • Will provide complete mine-to-port solution • Construct and operate plant on Build-Own- Operate basis • No upfront capital cost to NMT + = 9
Slide 10: Flythrough
10 For personal use only Flythrough + =
Slide 11: Binding MoU with Ganfeng Lithium
Binding MoU with Ganfeng Lithium For personal use only KEY POINTS • Take-or-Pay Offtake for 100% Production (LOM) at Market Price with Floor Price Protection • Neometals/PMI right after three production years to Offtake (equity share) on same terms Neometals MinRes Ganfeng Now 70% 30% 0% Settlement
Slide 12: Downstream Processing animation
Downstream Processing animation For personal use only + = 12
Slide 13: Own low-cost Patented Technology
Own low-cost Patented Technology For personal use only Competitors Input Price US$5,000/t x1t Final Final Lithium Lithium Product Chlorination Product Carbonate Carbonate Caustic- LiOH Spodumene Purification LiOH Technical Battery isation Battery Electrolysis Battery Grade Grade Grade Grade Cost Cos
Slide 14: Own low-cost Patented Technology
Own low-cost Patented Technology For personal use only + = 14
Slide 15: Barrambie Titanium Project
For personal use only Barrambie Titanium Project 100% Neometals + = 15
Slide 16: Titanium Fundamentals
Titanium Fundamentals For personal use only + = 16 Sources: Company Reports
Slide 17: High Quality Resource
High Quality Resource For personal use only 1 2 +150Mt 47Mt @ 3 @34% TiO2 22% TiO2 18% Lac Tio Barrambie* Tellnes * Mineral Resource Estimate (JORC2012) on page 29 + = 17 Sources: Company Reports
Slide 18: Project Strategy
Project Strategy For personal use only Mine, Concentrate Produce Titanium Integrated Titanium and Truck Pigment with Producer Titanium Industry Partner Concentrate + = + = 18
Slide 19: Licenced low-cost Technology
Licenced low-cost Technology For personal use only Competitors Input Price US$1,000/t X1.2t Final Final Chlorination Product ROM Chlorination Product Rutile & Purification Fine Ore & Purification Fine Pigment Pigment Cost Cost US$2,100 - US$1,214/t 2,300/t Step 1: Proof of concept High purity 99
Slide 20: Licenced low-cost Technology
Licenced low-cost Technology For personal use only + = 20
Slide 21: Commercialisation Plan
Commercialisation Plan For personal use only Pilot Scale Complete Beneficiation Definitive Final Pre-feasibility & Hydromet Feasibility Investment Study Test work Study Decision Aug 2015 2015/16 2016/17 Attract JV Partner + = 21
Slide 22: Investment Proposition
For personal use only 22 Investment Proposition + = 22
Slide 23: Lithium: Cash and cashflow
Lithium : Cash and cashflow For personal use only Binding MoU with Fully funded, Ganfeng Lithium fully permitted 03 02 Final Investment 01 Decision at Great resource Strong partner + Take or pay offtake agreements = Settlement Plus US$19.5M Potentially Strong market US$46.8M + = 23
Slide 24: Titanium: A growth story for 2016
Titanium : A growth story for 2016 For personal use only Sedgman PFS August 2015 03 01 02 Demonstrate Technical + Demonstrate Economic + Obtain Strong Partners Feasibility Viability to Commercialise + = 24
Slide 25: Thank you
For personal use only Thank you www.neometals.com.au + = 25
Slide 26: Mineral Resource Estimates
Mineral Resource Estimates for the Mt Marion Lithium deposit, as at July 2011, for a block cut-off grade of 0.3% Li2O For personal use only Measured Indicated Inferred Total Project Area Material type Tonnes Li2O% Fe2O3% Tonnes Li2O% Fe2O3% Tonnes Li2O% Fe2O3% Tonnes Li2O% Fe2O3% Oxide 60,000 1.19 0
Slide 27: Mineral Resource Estimates
Mineral Resource Estimates for the Barrambie Ti-V deposit, as at September 2013, for a block cut-off grade of 15% TiO2 For personal use only Density TiO2 V2O5 Fe2O3 Al2O3 SiO2 Classification Zone Oxidation MTonnes (t/m3) (%) (%) (%) (%) (%) Eastern Oxide 18.7 2.82 23.29 0.59 42.93 10.70 16.36 Transi