Green Technology Metals Limited · ASX:GT1
Green Technology Metals — Benchmark Minerals World Tour (January 2024)
22 slides from Green Technology Metals's conference presentation, Jan 29, 2024
Slide 1: Investor Presentation – Benchmark Minerals World Tour
For personal use only INVESTOR PRESENTATION BENCHMARK MINERALS WORLD TOUR JANUARY 2024 Building the pre-eminent vertically integrated Lithium business in Ontario, Canada ASX | GT1
Slide 2: Indigenous Partners Acknowledgement
INDIGENOUS PARTNERS ACKNOWLEDGEMENT For personal use only We would like to say Gchi Miigwech to our Indigenous partners. GT1 appreciates the opportunity to work in their Traditional Territory and remains committed to the recognition and respect of those who have lived, travelled, and gathered on the
Slide 3: Corporate Snapshot – Oversold or Undervalued?
CORPORATE SNAPSHOT – Oversold or Undervalued? 317.2M SHARES ON ISSUE GT1 $0.15 $47.5M $31.05M $16.53M $0 5.8M OPTIONS For personal use only CASH ASX CODE SHARE PRICE MARKET CAP EV DEBT 28.5M PERFORMANCE RIGHTS SHARE REGISTER SHARE PRICE PERFORMANCE 0.6 AMCI 11.5% 0.5 LGES 6.85% BOARD & 0.4 MANAGEMEN
Slide 4: Board of Directors
BOARD OF DIRECTORS Extensive experience and proven track record of rapidly advancing and delivering lithium projects globally For personal use only JOHN YOUNG CAMERON HENRY Non-Executive Chairman Executive Director Highly experienced geologist 20 years' experience managing and operating public compa
Slide 5: Why Lithium?
WHY LITHIUM? “We are still at the very We are still at the beginning early stage of the EV boom” Global plug in electric car sales in 2023: For personal use only 13.6M units ~ 16% market share = growth rate of 31% YoY (down from ~60% in 2022) Record 1.2M EV’s sold in US in 2023 – 7.6% market share U
Slide 6: Ontario, Canada
“Ontario is 1 of the 2 largest automotive Ontario, Canada manufacturing jurisdictions in North America” Top-tier mining jurisdiction and emerging global leader for battery Western Eastern metals Hub Hub For personal use only C$25-billion Global automakers commitments to battery manufacturing and min
Slide 7: Integrated strategy to become first concentrates and chemicals producer in the region
3 stage integrated strategy Development of a regional supply chain with multiple to become the first Concentrates and Chemicals mine and process hubs feeding a central lithium producer in the region conversion facility, made in Ontario For personal use only FIRST PRODUCER IN ONTARIO ▪ Seymour produc
Slide 8: Supply Chain Rock to EV-Battery
SUPPLY CHAIN ROCK TO EV-BATTERY For personal use only MINE MADE IN ONTARIO CONCENTRATE GT1 Organic Growth Spodumene Process Plant CONVERT CAM BATTERY CAR Exploration LITHIUM CONVERSION CATHODE ACTIVITY BATTERY MANUFACTORING CAR MANUFACTORING GT1 Resources FACILITY MATERIAL FACILITY FACILITY FACILITY
Slide 9: PEA Highlights
PEA HIGHLIGHTS Stage 1 & 3 Mine and Concentrators 24.9MT 1.13% For personal use only Total JORC Mineral Average Li2O GRADE Resource Estimate Grade Highlights ▪ Combined mine and concentrator development delivers C$309M 54% NPV $1,189M CAD (USD$894M) Average Annual EBITDA After-tax IRR (USD$232M) ▪ L
Slide 10: Eastern Hub – Seymour Lithium Project Strategy
Eastern Hub Seymour Lithium Project Strategy ✓ Mining Lease Granted for proposed construction area For personal use only ✓ PEA completed ✓ Simple, DMS only design ▪ Minimised footprint - only~500ha ▪ 2 open pits – staged North and South Aubry ▪ Dry stacked tailings ✓ Offtake executed with LG Energy
Slide 11: Definitive Feasibility Study
Definitive Feasibility Study For personal use only New modifying factors optimisation to enable DFS parameters to be set Deliverables ▪ Mineral Inventory Expansion ▪ Geotechnical Study ▪ Whittle Shell Selection ▪ Mining Cost Model Optimization ▪ Staged Cutback Pit Design ▪ Open Pit and Underground C
Slide 12: Resource Growth – Junior Lithium Project
Resource Growth Drilling planned at Junior Lithium Project LCT spodumene-bearing pegmatites For personal use only measuring up to 40 meters in length and approximately 6 meters in width surface exposure Significant lithia grade up to 3.23% Li2O returned from rock chip samples Proven grade and multip
Slide 13: Conversion Facility
Conversion Facility Top-tier mining jurisdiction and emerging global leader for battery metals Step 1 – proposed circa 20-25 kt capacity For personal use only Step 2 – plant/site layout confirmed for additional train ✓ Strategic Innovation Funding (SIF) applications lodged for assessment and support
Slide 14: Western Hub – Root Lithium Project Strategy
Western Hub Root Lithium Project Strategy Root Bay East For personal use only ✓ Initial assays results received from the first 8 of a 46 drillhole exploration program at Root Bay confirms significant lithium mineralisation 1.3kms east of the Root Bay Deposit ✓ The thickest drill intercept to-date ha
Slide 15: Root Lithium Project – Significant upside to be tested
Root Lithium Project - Significant upside to be tested For personal use only See ASX Announcement: “New Discovery 1.3km East of Root Bay Deposit” on 22 November 2023 GREEN TECHNOLOGY METALS
Slide 16: Indicative Timeline to Production
INDICATIVE TIMELINE TO PRODUCTION For personal use only DFS PFS DFS 1. All proposed production dates quoted are indicative and subject to change GREEN TECHNOLOGY METALS 16
Slide 17: What Is Next?
WHAT IS NEXT? Capital light work streams invoked – given current market conditions Seymour (Eastern Hub) For personal use only ▪ Optimise PEA modifying factors – focus on cost rather than NPV ▪ Continue permitting activities ▪ Definitive Feasibility Study - delivery in 2nd half 2024 & FID ▪ Continue
Slide 18: Contacts
For personal use only Contacts Chief Executive Officer Luke Cox L1, 338 Barker Rd, Subiaco Perth, Western Australia 6008 Email: info@greentm.com.au Investor Relations and Media Jacinta Martino Email: ir@greentm.com.au Share registry Automic Group Email: hello@automic.com.au ASX GT1
Slide 19: Appendix | Mineral Resource Estimate
APPENDIX | MINERAL RESOURCE ESTIMATE Project Tonnes (Mt) Li2O (%) Root Project Root Bay Indicated 9.4 1.30 For personal use only Inferred 0.7 1.14 McCombe Inferred 4.5 1.01 Total 14.6 1.21 Seymour Project North Aubry Indicated 6.1 1.25 Inferred 2.1 0.8 South Aubry Inferred 2.0 0.6 Total 10.3 1.03 Co
Slide 20: Appendix | Disclaimer
APPENDIX | DISCLAIMER Important information: Green Technology Metals Limited (ASX GT1) ACN 648 657 649 (the "Company") is the issuer of this presentation. Not a disclosure document: This presentation is not a disclosure document for the purposes of Chapter 6D of the Corporations Act 2001 (Cth) ("Cor
Slide 21: Appendix | Competent Persons Statement
APPENDIX | COMPETENT PERSONS STATEMENT The information in this Presentation that relates to the Exploration Results is based on activities carried out by Mr Luke Cox. Mr Cox has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and the act
Slide 22: Appendix | Exploration Targets Competent Persons Statement
APPENDIX | EXPLORATION TARGETS COMPETENT PERSONS STATEMENT The information in this Presentation that relates to the Exploration Target at Seymour is based on activities carried out by Mr Luke Cox. Mr Cox has sufficient experience which is relevant to the style of mineralisation and type of deposit u
Green Technology Metals — Benchmark Minerals World Tour (January 2024) on 6ix