European Green Transition Plc · LSE:EGT
European Green Transition — Investor Presentation (September 2023)
30 slides from European Green Transition's investor presentation, September 2023
Slide 1: Critical Metals In Europe For Europe – Introduction Presentation
Critical Metals In Europe For Europe – Introduction Presentation September 2023
Slide 2: Overview
OVERVIEW A natural resource company focussed on the exploration and development of critical metal projects in Europe, COMMODITY particularly targeting Rare Earth Elements (REEs) and graphite, also lithium, cobalt and tin/tungsten. Established portfolio of projects in Sweden and Germany, in supportiv
Slide 3: Board
BOARD Highly experienced mining and finance team with the ability to drive growth Aiden, an economic geologist with 16 years’ industry experience, served as Exploration Manager and later COO at Zinnwald Lithium Plc Aiden Lavelle (formerly Erris Resources Plc) which he took through IPO and RTO. He bo
Slide 4: Global Operational Experience in Resource Development
GLOBAL OPERATIONAL EXPERIENCE IN RESOURCE DEVELOPMENT The team had developed resource project and mines globally Corporate Presentation l Q3 2023 4
Slide 5: A Strong Partner for Resource Development
A STRONG PARTNER FOR RESOURCE DEVELOPMENT Experience and knowledge are paramount to maintaining development equilibrium Corporate Presentation l Q3 2023 5
Slide 6: Strategy
STRATEGY 1. 2. 3. Define, acquire, develop and ultimately put Utilise defined environmentally and socially Instigate co-development model with into production critical mineral projects in conscious programmes and technology to European end users looking to secure the Europe, for Europe advance proje
Slide 7: Rare Earths in Numbers
RARE EARTHS IN NUMBERS Key metal components for renewable energy and net zero related industries There are To hit Net Zero globally by 2050, Up to 17 6x 600kg REEs including Neodymium - an alloy of more mineral inputs are required in 2040 of REEs are required to operate just one this, NdFeB, creates
Slide 8: Current Rare Earth Statistics
CURRENT RARE EARTH STATISTICS China dominates the Rare Earth Element arena Corporate Presentation l Q3 2023 8
Slide 9: Graphite in Numbers
GRAPHITE IN NUMBERS Will graphite be the next lithium? Mineral demand for use in EVs and battery Graphite market could reach a deficit, with Flake graphite feedstock required to supply storage must grow at least the supply shortfall growing to world’s lithium-ion anode market projected to reach 30x
Slide 10: Current Graphite Statistics
CURRENT GRAPHITE STATISTICS Graphite is a polarised market Corporate Presentation l Q3 2023 10
Slide 11: Why Europe?
WHY EUROPE? A critical mineral European supply revolution is coming • Global hub for EVs, gigafactories, wind turbines, solar & • New REE plant under construction in southern Norway – road, associated battery storage plus expertise in chemical industries, rail or seaborne delivery possible from Olse
Slide 12: Gigafactory Growth in Europe
GIGAFACTORY GROWTH IN EUROPE Estimated US$ 46.8 billion investment targeted Corporate Presentation l Q3 2023 12
Slide 13: The Right Location
THE RIGHT LOCATION Key processing plants located close to EGM’s assets are in an acute need of a guaranteed supply chain • EGM’s REE & graphite projects in Sweden have the potential to secure critical mineral supply for multiple processing companies that are focussed on the energy transition in Euro
Slide 14: Sweden
SWEDEN “Sweden can become Europe's China.” Excellent potential for REE project development “We face a supply problem, without mines, there can be no electric vehicles (EVs)". Strong in-country mining history and familiarity (e.g. Boliden and Jan Moström CEO of state-owned mining giant LKAB in refere
Slide 15: Olserum Rare Earth Project
OLSERUM RARE EARTH PROJECT Fast-tracking a top tier European REE project • Defined and metallurgically simple heavy rare earth element (HREE) deposit • Located in southern Sweden covering 6.5 sq km with expansion potential • Defined NI 43-101 compliant resource comprising: • Indicated 4.5 Mt @ 0.60%
Slide 16: Olserum
OLSERUM Corporate Presentation l Q3 2023 16
Slide 17: Olserum - Development Steps
OLSERUM - DEVELOPMENT STEPS Fast tracking the first REE project in Europe to production Seek strategic partners for Seek Important construction of Project of Common processing plant June to December 2023 Fast track to European Interest Bankable Feasibility (IPCEI) nomination Define further Study ups
Slide 18: Pajala Graphite Project
PAJALA GRAPHITE PROJECT High grade near surface graphite in Northern Sweden • Located in northern Sweden which has a well- established mining history and abundant renewable energy • Comprises 3 contiguous 15-year licences covering 52 sq km: • Liviövaara: >0.5Mt with 23% C • Lehtosölkä 1: 1.75Mt with
Slide 19: Pajala Project Development
PAJALA PROJECT DEVELOPMENT A defined path to add value Feasibility study for a potential high- grade, low-impact Additional studies & graphite operation drilling to expand resource & increase Graphite confidence beneficiation tests & scoping study Phase 2 resource drilling to define resources at Pre
Slide 20: Germany
GERMANY Centre of European EV car manufacturing and gigafactory development “Ore Mountains” / Erzgebirge target area is one of the great metallogenetic provinces of Europe Multiple old mines / districts never systematically tested in modern times Country highly supportive of Net Zero initiatives Sta
Slide 21: Saxony Projects
SAXONY PROJECTS EV metals at the heart of European EV industry Initial Focus - The Erzgebirge or “Ore” Mountains in Saxony Eastern Germany Rich exploration and research database, coupled with heads-up field investigations, will be leveraged towards rapid, smart drill target development in cost- effe
Slide 22: Project Development Timeline
PROJECT DEVELOPMENT TIMELINE Multi project and commodity entity anticipated to deliver milestones and regular news flow 1. 2. 3. 4. 5. 6. Olserum - further Secure associations Liviövaara in Pajala Define the copper Eichigt in Saxony - Identify new resource drilling, with wind turbine project areas -
Slide 23: ESG
ESG A pillar of resource development Understand that sustained economic performance cannot be obtained without sound environmental, social & governance (ESG) practices Social contract to operate Team has operated globally and adheres to all international protocols Local/national level for resource d
Slide 24: ESG Factors
ESG FACTORS All variables are taken into consideration Corporate Presentation l Q3 2023 24
Slide 25: ESG & Mining
ESG & MINING The team understands & champions mining & the necessity to operate within the modern ESG global protocols Corporate Presentation l Q3 2023 25
Slide 26: Portfolio Expansion
PORTFOLIO EXPANSION Utilising expertise & proven techniques to generate pipeline of critical minerals projects • EGM team has decades of combined knowledge and operational experience in Europe • Projects selected on ranking of factors including; • Data reviews • Interrogation of geology • Geochemist
Slide 27: The Olserum Team
T H E O L S E R U M T EA M Experience across the development spectrum to ensure the highest operational standards Aiden Lavelle Aiden holds a MSc in Mining Geology from the Camborne School of mines, P.Geo and EurGeol titles and has 15 CEO/ Geologist years’ experience in mineral exploration including
Slide 28: Partnership Examples
PARTNERSHIP EXAMPLES A proven model of co-development Mercedes-Benz partners with Canadian mining company for CO2-neutral lithium hydroxide for EVs Volkswagen Group, BASF, Daimler AG and Fairphone are to start work on a new initiative to support sustainable lithium - a key commodity for batteries -
Slide 29: Conclusion
CONCLUSION Positioned to support the green energy transition 1. 2. EGM is creating a European value chain to severe reliance on Proven track record in identifying, developing, building and China and politically volatile regions funding new mining operations 3. 4. Focus on delivering economically via
Slide 30: European Green Metals Ltd
EUROPEAN GREEN METALS LTD Aiden Lavelle | CEO Tel +353 86 392 1523 Email: aiden@eurogreenmetals.com Ben Manning-Press Tel +44 (0)7766 909602 Email: ben@eurogreenmetals.com www.europeangreenmetals.com Company number | 13399065 Registered Address | The Walbrook Building, 25 Walbrook, London, UK, EC4N
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