Qem Limited · ASX:QEM
Qem — Investor Presentation (January 2021)
24 slides from Qem's investor presentation, Feb 1, 2021
Slide 1: QEM Investor Presentation Recording Available
ASXANNOUNCEMENT ASX ANNOUNCEMENT ASX: QEM 1 February 2021 QEM Investor Presentation Recording Available For personal use only QEM Limited (ASX: QEM) (“QEM” or “Company”) is pleased to make available to shareholders a recording of Managing Director Gavin Loyden giving the latest investor presentation
Slide 2: Dual Commodity Opportunity – Investor Presentation
For personal use only QEM Limited Dual Commodity Opportunity ASX: QEM INVESTOR PRESENTATION January 2021
Slide 3: Disclaimer
For personal use only For Personal Use Only Disclaimer 2
Slide 4: Dual Commodity Champion
Dual Commodity Champion For Personal Use Only use only Julia Creek personal Project Vanadium QEM aims to become a leading Oil & Transport Fuels supplier of high-quality vanadium QEM aims to provide innovative pentoxide and environmentally friendly Right Project, Right Time For solutions that are imp
Slide 5: QEM Overview
QEM Overview For Personal Use Only personal use only QEM Limited (ASX:QEM) is Targeting Dual commodities of Vanadium defined as Critical Transport fuels to support developing the Julia Creek transport fuels and vanadium Mineral by Australian and US Australian resilience in post Vanadium and Oil Shal
Slide 6: The Team
The Team For Personal Use Only personal use only John Foley Gavin Loyden Daniel Harris David Fitch For 5
Slide 7: Corporate Overview
Corporate Overview For Personal Use Only only QEM 12 Month Share Price $0.14 use $0.12 $0.10 $0.08 Listed on the ASX $0.06 $5m IPO in October 2018. $0.04 personal $0.02 $0.00 Director Support ASX Symbol: QEM 2.4m shares purchased by Shares on Issue 100 million Directors on market over last 12 months
Slide 8: Julia Creek Project
Julia Creek Project For Personal Use Only only Key Facts • Shallow oil-bearing shale, mineralised with vanadium • Tier-1 Mining Location use • Close to all infrastructure and services • Critical Minerals designation Significant Resource personal • Total JORC Inferred resource - 2,760 Mt • JORC Indic
Slide 9: Julia Creek Project Location
For personal use only For Personal Use Only Julia Creek Project Location 8
Slide 10: Uses of Vanadium
For Personal Use Only ENERGY STORAGE only STEEL MANUFACTURING Uses of Vanadium personal use Applications Of Vanadium AEROSPACE For AUTOMOTIVE 9
Slide 11: Renewable Energy Storage – Vanadium Redox Flow Battery
Renewable Energy Storage For Personal Use Only 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 Instantaneously Suitable for Connection t
Slide 12: Vanadium Market Set for Growth
Vanadium Market For Personal Use Only Vanadium Market Set for growth only • Global market produces ~ 102,000 MTV per year • ~9000t of high purity V2O5 for specialist applications such as VRFB’s in 2020. use • Tightly-balanced market with producers sold out until early February 2021. • Strong growth
Slide 13: Fuel Resilience
Fuel Resilience For Personal Use Only 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 • 20 days of aviation fuel. (Australian Petroleum Statistics 2020) personal • Austr
Slide 14: Development Strategy
Development Strategy For Personal Use Only use only Engineering Stage 2 design and cost PFS Commercial plant modelling development personal IP generation & protection For Completion of bench scale Pilot plant Stage 1 Pilot plant testing for both design and development oil and vanadium costing 14
Slide 15: Contact
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 +61 420 945 291 For www.qldem.com.au 15
Slide 16: Appendix A – Julia Creek Resource
For personal use only For Personal Use Only Appendix – A Julia Creek Resource 16
Slide 17: 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 rounde
Slide 18: Julia Creek Oil Yield
Julia Creek Oil Yield For Personal Use Only 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 18
Slide 19: Appendix B
For personal use only For Personal Use Only Appendix – B 19
Slide 20: VRFB Installs Worldwide
For Personal Use Only 113 VRFB Installs Worldwide 20 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 86190.00 personal India 4 155 740.15 Indo
Slide 21: Construction
Construction For Personal Use Only 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 of use inferior strength steels in its ever-gro
Slide 22: Aerospace & Automotive
Aerospace & Automotive For Personal Use Only only Aerospace • Increased aircraft are required to service larger addressable air-travel market use • Both Boeing & Airbus both forecast annual global air traffic growth between 2016 and 2035 of nearly 5%. A titanium alloy containing 4% vanadium and 6% a
Slide 23: Fuel Resilience
Fuel Resilience For Personal Use Only only • Australia is an island nation that depends heavily on imported fuel — and our stockpile is critically low. The Government's Australian Petroleum Statistics published in April 2020 said this would amount to 30 days of petrol for automobiles, 20 days of die
Slide 24: Supportive Policy Environment
Supportive Policy Environment For Personal Use Only only Development of Northern Australia and Resource Corridors Government Priority use Julia Creek personal Vanadium is a new energy mineral – strategic significance as a Critical Mineral For Federal Government Resource Corridors Julia Creek located