Green Technology Metals Limited · ASX:GT1
Green Technology Metals — South-West Connect Conference 2022
28 slides from Green Technology Metals's conference presentation, Oct 20, 2022
Slide 1: Building the pre-eminent vertically integrated lithium business in Ontario, Canada
GREEN TECHNOLOGY For personal use only Metals Building the pre-eminent vertically integrated lithium business in Ontario, Canada Investor Update – South-West Connect October 2022 ASX | GT1
Slide 2: Corporate Snapshot
CORPORATE SNAPSHOT CAPITAL STRUCTURE | ASX:GT1 For personal use only Share price (at 19 October 2022) A$0.84 Root Shares on issue (at 19 October 2022) 253.9M Seymour Market capitalisation A$213.3M Allison Cash (at 30 June 2022) A$65.2M Wisa Debt (at 30 June 2022) A$0M EV A$148.1M Options 5.8M Perfor
Slide 3: Our Core Strategy
OUR CORE STRATEGY To become a vertically integrated lithium business For personal use only We are targeting rapid definition of a We aren’t doing this alone, we have partnered We believe the full potential of our mineral baseload, high-grade Mineral Resource with some of the top lithium mining exper
Slide 4: Best-in-Class Lithium Team
BEST-IN-CLASS LITHIUM TEAM Strong Board with proven track record of rapidly advancing and delivering lithium projects globally For personal use only JOHN YOUNG CAMERON HENRY PATRICK MURPHY ROB LONGLEY Non-Executive Non-Executive Non-Executive Non-Executive Chairman Director Director Director ▪ Highl
Slide 5: Best-in-Class Lithium Team
BEST-IN-CLASS LITHIUM TEAM For personal use only MATT • Exploration Manager and OPF Processing Manager with +20 years experience HERBERT • 14 years with Rio Tinto and FMG in management roles General Manager ANDREA • Environment and governance managerial experience across large scale mining operation
Slide 6: Leverage Partnerships: Primero
LEVERAGE PARTNERSHIPS Primero partnership delivers full-cycle lithium capability For personal use only Founding cornerstone; 6.5% shareholder ▪ Highly experienced in hard rock lithium mineral processing globally ▪ Industry leading up- and down-stream capability in the lithium minerals sector ▪ Devel
Slide 7: Further substantial financial and technical partnerships
LEVERAGE PARTNERSHIPS Further ssubstantial financial and technical partnerships For personal use only Strategic investment and collaboration; Founding cornerstone; 5.2% shareholder 9.9% shareholder ▪ Strategic collaboration agreement executed for development of a ▪ Strong strategic partner to assist
Slide 8: Accelerated Development
ACCELERATED DEVELOPMENT Multiple development streams running in parallel For personal use only ▪ GT1 debuts on ASX ▪ $24M raised through IPO ▪ GT1 increase project ownership to Upcoming Milestones Q422 80% ▪ Drilling & FN Permits approved ✓ Seymour exploration and drilling ▪ Successful $55M Capital
Slide 9: Vertically Integrated Lithium Business
VERTICALLY INTEGRATED LITHIUM BUSINESS For personal use only A B C RESOURCE ADVANCEMENT SPODUMENE CONCENTRATE LITHIUM HYDROXIDE Definition, expansion and evaluation Mines and spodumene processing capacity North America lithium converter1 SEYMOUR Flagship Seymour mine and processing plant Train 1: In
Slide 10: Define a Critical-Mass Resource
DEFINE A CRITICAL-MASS RESOURCE For personal use only Key exploration detail 9.9 Mt 1.04% SEYMOUR JORC AVERAGE Li2O GRADE MINERAL RESOURCE WITH INDICATED ESTIMATE 5.2 Mt @ 1.29% 41k Ha 50 – 60 Mt CLAIM BASE IN 0.8 to 1.5% Li2O PRIME PEGMATITE EXPLORATION COUNTRY TARGET ACROSS PRIMARY SITES 4 AREAS &
Slide 11: Build a Resource: Seymour Project
BUILD A RESOURCE: SEYMOUR PROJECT Priority 1 – Get Seymour into Production For personal use only ACCELERATED MILESTONES ACHIEVED SETTING GT1 UP FOR SUCCESS Phase 1: Permitting, exploration, Phase 2: Drilling and construction access and clearing ✓ Geophysics complete ✓ All weather camp constructed ✓
Slide 12: Build a Resource: Seymour Project drilling
BUILD A RESOURCE: SEYMOUR PROJECT Aggressive ongoing drilling; two diamond rigs spinning For personal use only AUBRY COMPLEX ▪ Initial drill program delivered immediate success; approximate doubling of existing resource ▪ Recent extensional intersections considerably thicker than modelled ▪ Drilling
Slide 13: Build a Resource: Root Project
BUILD A RESOURCE: ROOT PROJECT Approval works completed For personal use only ✓ ALL PERMITS AND AGREEMENTS APPROVED Early Exploration Agreement First Nations Indigenous Consultation Exploration Permit ✓ EXPLORATION PLANNING COMPLETE Drill rigs secured Access to area ✓ ALL WEATHER CAMP INSTALLED Rapi
Slide 14: Build Resource: Root Project
BUILD RESOURCE: ROOT PROJECT Drilling commenced, rapid resource definition For personal use only MCCOMBE DEPOSIT ▪ Patent Mining Permit over McCombe ▪ Historical resource estimate and drilling ▪ Resource drilling underway, 1440m completed, assays pending ▪ 2nd drill rig by the end of October ▪ Fast-
Slide 15: Established the Foundations in Ontario
ESTABLISHED THE FOUNDATIONS IN ONTARIO For personal use only ✓ OPERATIONS HUB OPEN IN THUNDER BAY Our local Thunder Bay office is the central point between our projects allowing us to run our operations efficiently and continue to expand our team to support the development of GT1 ✓ TWO ALL WEATHER C
Slide 16: Strategic Located Projects
STRATEGIC LOCATED PROJECTS Infrastructure ready, low capex, low carbon For personal use only Centrally located next to existing infrastructure in Canada and 30 minutes to the US border gives us an advantage over other lithium projects in the area All weather road access to sites with ready access to
Slide 17: Market Update
MARKET UPDATE Lithium supply crunch on unprecedented scale For personal use only North America supply chain is in its infancy, major ramifications for downstream supply ▪ Major expansion in cathode and EV manufacturing facilities is adding to the supply crunch ▪ Lithium ore supply expected to take 5
Slide 18: Drive Permitting
DRIVE PERMITTING Baseline, Consultation and Engineering For personal use only Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 CY22 CY23 CY23 CY23 CY23 CY24 CY24 CY24 CY24 BASELINE Post baseline monitoring Terrestrial and aquatic biophysical assessments CONSULTATION On-going consultation Indigenous and Public ENGINEERING
Slide 19: Drive Permitting
DRIVE PERMITTING Approval works commenced; strong governmental support For personal use only Rapidly progressing all regulatory and social licence to operate imperatives for Seymour CONSULTATION ▪ Indigenous Consultation ▪ Public Consultation ENVIRONMENTAL ASSESSMENT ▪ Applicable federal requirement
Slide 20: Accelerated Metallurgical Test Work
ACCELERATED METALLURGICAL TEST WORK SGS Lakefield testing facility For personal use only Accelerated Test work Program ▪ Samples for PEA and FS level test work selected and shipped to SGS ▪ Heavy Liquid Separation test work to determine DMS crush size and need for back-end flotation plant ▪ Direct r
Slide 21: Accelerate Development
ACCELERATE DEVELOPMENT First spodumene production targeted by mid-2025 For personal use only H2 H1 H2 H1 H2 H1 H2 H1 H2 H1 CY22 CY23 CY23 CY24 CY24 CY25 CY25 CY26 CY26 CY27 DRILLING PROGRAM Ongoing exploration program RESOURCE BASE Mineral Resource expansion and updates BASELINE & PERMITTING Environ
Slide 22: Unlocking the Long-Term Business Value Vision
UNLOCKING THE LONG-TERM BUSINESS VALUE VISION Development of a regional supply EASTERN HUB WESTERN HUB WESTERN HUB For personal use only chain with multiple mine and MINES MADE IN MINES process hubs feeding a central ONTARIO ROOT lithium conversion facility 2025 onwards 2027 onwards DENSE PEGMATITE
Slide 23: Unlocking Our Value
UNLOCKING OUR VALUE We have everything we need to accelerate development to become a vertically integrated lithium business. We are well funded, we have the right people, right For personal use only connections, right location, at the right time. It is exiting times ahead for GT1. PARTNERED WITH THE
Slide 24: Contacts
For personal use only Contacts Chief Executive Officer Luke Cox Unit 6/94 Rokeby Rd, Subiaco Perth, Western Australia 6008 Email: info@greentm.com.au Investor Relations and Media Fivemark Partners Email: michael.vaughan@fivemark.com.au Share registry Automic Group Email: hello@automic.com.au ASX | G
Slide 25: Appendix | Mineral Resource Estimate
APPENDIX | MINERAL RESOURCE ESTIMATE For personal use only Interim Mineral Seymour deposit Mt Li2O (%) Ta2O5 (ppm) Resource update at North Aubry Seymour follows Indicated 5.2 1.29 161 completion of the Inferred 2.6 0.90 120 successful Phase 1 North Aubury total 7.8 1.17 148 drilling program at Sout
Slide 26: Appendix | Disclaimer
APPENDIX | DISCLAIMER For personal use only 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 Corporation
Slide 27: Appendix | Exploration Targets
APPENDIX | EXPLORATION TARGETS For personal use only Qualifying Statement for the Exploration Targets The potential quantity and grade is conceptual in nature, there has been insufficient exploration to estimate a Mineral Resource and it is uncertain if further exploration will result in the estimat
Slide 28: Appendix | Competent Persons Statement
APPENDIX | COMPETENT PERSONS STATEMENT For personal use only The information in this presentation relating to the Mineral Resource estimate for the Seymour Project is extracted from the Company’s ASX announcement dated 23 June 2022. GT1 confirms that it is not aware of any new information or data th
Green Technology Metals — South-West Connect Conference 2022 on 6ix