Globe Metals & Mining Limited · ASX:GBE
Globe Metals & Mining — Shareholder Meeting (November 2023)
15 slides from Globe Metals & Mining's shareholder meeting presentation, Nov 29, 2023
Slide 1: ASX Announcement: AGM Presentation
Globe Metals & Mining Limited ASX: GBE ABN 33 114 400 609 +61 8 6118 7240 45 Ventnor Avenue info@globemm.com West Perth WA 6005 globemm.com ASX Announcement 29 November 2023 AGM Presentation The 2023 Annual General Meeting (AGM) of Globe Metals & Mining Limited (ASX: GBE) (“Globe” or “Company”) will
Slide 2: Annual General Meeting
For personal use only Annual General Meeting From Exploration to Production: Unveiling a new, vertically-integrated Niobium producer. 29 November 2023 Grant Hudson Charles Altshuler Chief Executive Officer Chief Financial Officer ASX: GBE | globemm.com
Slide 3: Disclaimer
Disclaimer This Presentation has been prepared by Globe Metals & Mining Limited ABN 33 114 400 609 (Globe or the Company). The information in this Presentation is an overview and does not contain all information necessary for This Presentation contains certain forward-looking statements and comments
Slide 4: Strategic Positioning and Investment Highlights
Strategic Positioning and Investment Highlights Goal is to be only the 2nd vertically integrated Niobium oxide producer For personal use only Oxide market growing as purchasers look to diversify supply-side risk Low-cost mining and refining operations are in conflict-free zones Globe has worldwide e
Slide 5: Kanyika – a solution for supply-side risk
Kanyika – a solution for supply-side risk Excessive dependence on single supplier countries makes Europe vulnerable For personal use only Action Plan on Critical Raw Materials: European Commission Report 03.09.2020 Unveiling a new, vertically-integrated Niobium producer. ASX GBE | 4
Slide 6: Phase One: Low-cost start-up operations
Phase One Low-cost start-up operations Malawi Kanyika mine site: Phase One Pilot For personal use only > > > > > > Open pit mining Crushing Milling Flotation Drying Concentrate Sale and trucking “Free dig” mining Primary jaw and EDS mill Single stage: Locally produced Contains radioactive nuclides B
Slide 7: Strategic Highlights (Namibia)
Strategic Highlights (Namibia) For personal use only • Application for land at HIZ Walvis Bay underway • Successful attendance at Namibia Mining Expo. in Windhoek • Key consultancy engagements • Mutschler Associates (Namibia) - land, EIA etc. • Dr. Detlof van Oertzen - Nuclear physicist (Namibia) •
Slide 8: Strategic Highlights (Malawi)
Strategic Highlights (Malawi) • Mining Development Agreement signed March 2023 For personal use only • Agreement on relocation process with Malawi Govt. Ministries (Mines & Land) • Agreement on CDA/Trust from Kanyika Traditional Authorities • Project Manager (Mr. Louis Schoeman) for mine site constr
Slide 9: Strategic Highlights (Rio)
Strategic Highlights (Rio) For personal use only • Successful participation in T.I.C. Annual Conference in Rio de Janeiro • Focus was to engage with potential off-take partners and strategic partners/investors • 19 meetings over 2 days with industry players • Keen interest in niobium oxide supply fr
Slide 10: Oxide Pricing
Oxide Pricing For personal use only • Pricing for oxides confirmed to be rising due to limited availability Nb 99.99 over 1 year $per kg Nb 99.5 over 1 year $per kg 60 50 48 55 46 44 50 42 40 45 38 36 34 40 32 30 35 Nb 99.5 Nb 99.99 Unveiling a new, vertically-integrated Niobium producer. ASX GBE |
Slide 11: Refinery
Refinery • Global IP exclusivity (Niobium) signed with TCM (5 years) For personal use only • Initial positive results from 20kg. test work – excellent Nb/Ta recoveries @ >99% • Gas-phase chlorination identified as best processing solution for an African producer: • Based on well-known process techno
Slide 12: Potential Product Suite
Potential Product Suite For personal use only Unveiling a new, vertically-integrated Niobium producer. ASX GBE | 11
Slide 13: Timeline
Timeline Milestones Q3 2021 Q1 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2028 Mining licence granted For personal use only DFS complete MDA granted Extraction test complete TCM exclusivity signed Small scale sample complete Impurities identified Strategic & Offtake disc
Slide 14: For personal use only
For personal use only info@globemm.com +61 8 6118 7240 Globe Metals & Mining Ltd 45 Ventnor Avenue ABN 33 114 400 609 West Perth WA 6005 ASX:GBE Australia eNews ASX GBE| globemm.com Join the conversation Follow us Subscribe to our e-news: https://twitter.com/GlobeMet https://www.linkedin.com/ globem
Slide 15: Competent person's statement
Competent person’s statement Mineral resource estimates: Ore reserves: For personal use only The information in this report that relates to Mineral Resources is extracted from the report titled The information in the report that relates to Ore Reserves is extracted from the report titled “Kanyika “K
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