Globe Metals & Mining Limited · ASX:GBE
Globe Metals & Mining — Investor Presentation (September 2021)
25 slides from Globe Metals & Mining's investor presentation, Sep 1, 2021
Slide 1: Kanyika Niobium Project Updated Presentation
ASX Announcement 1 September 2021 For personal use only About Globe • Globe Metals & Mining Limited is a Perth Kanyika Niobium Project based company listed on Australian Stock Exchange (ASX Code: GBE) Updated Presentation Investment Summary Post the grant of a Large-Scale Mining Licence for the Kani
Slide 2: Kanyika Niobium Project Overview
For personal use only Kanyika Niobium Project Positioned to be the first niobium mine in fifty years Enabling Excellence in Engineering Critical to Technology Project Overview September 2021 ASX: GBE Unit 1, 26 Elliott Street, Midvale Western Australia 6056 www.globemm.com P: +61 (8) 6118 7240
Slide 3: Disclaimer
Disclaimer For personal use only This Presentation is strictly confidential and any disclosure, use, copying and circulation of this Presentation is prohibited without the consent of Globe Metals & Mining Limited ABN 33 114 400 609 (Globe). The information in this presentation is an overview and doe
Slide 4: About Globe
About Globe For personal use only Who we are Publicly listed company working towards mine construction and operation in order to commence manufacture of niobium and tantalum products principally for use in the engineering, battery and electronics industries. Incorporation and Listing Incorporated in
Slide 5: Board & Management
Board & Management For personal use only Alice Wong Bo Tan Chairperson Non-Executive Director • Apollo Nominee • MBA and CFA • Hon. Business Administration Accounting; AICPA • Over 15 years experience in finance and investment • Extensive career in investment banking • Deep understanding of the Grea
Slide 6: Project Highlights
Project Highlights For personal use only First niobium Project in Kanyika Niobium Project is positioned to be the first ever niobium mine in Africa and fifty years Globe the first new producer in 50 years. JORC (2012) compliant mineral resource estimate of 68 Mt with grade of 68.3 Mt Resource 0.283%
Slide 7: Location
Location For personal use only ~250kms north of capital city of Lilongwe ~800kms WNW of Nacala Port, Mozambique KNP is located in the Mzimba District in the Northern Region of Malawi, approximately 55km north east of the town of Kasungu. The Kanyika Project is located at 1,050masl some 60km west of
Slide 8: Brief Project Timeline
Brief Project Timeline For personal use only Discovery of the Kanyika Nb-U-Ta-Zr deposit publicly announced by Globe in November 2006, following field Discovered in 2006 programmes that included ground radiometric surveys, soil and rock-chip sampling and geological sampling. Between 2007 and 2009, G
Slide 9: Niobium
Niobium For personal use only Supply concentred to Brazil and Canada. African niobium will provide welcome geographical Geographical risk diversification. CBMM currently supplies ~ 85% of the market’s requirements. Market would benefit from Concentration risk having additional suppliers. Remaining m
Slide 10: Conventional Uses for Niobium - by Industry
Conventional Uses for Niobium - by Industry For personal use only Oil & gas 16% pipelines Superalloys 3% Other 4% Shipbuilding 6% Automotive 23% Construction 45% Stainless steels 3% High-Rise Construction Automobile Super & Master Alloys Oil and Gas Pipeline Military & Aerospace
Slide 11: Niobium
Niobium For personal use only Scientists and manufacturers are only now beginning to imagine the range of technological applications for niobium.C
Slide 12: Emerging Uses for Niobium
Emerging Uses for Niobium For personal use only Electric High-Rise Vehicles Construction Automobile Electronics Medical Imaging Superconducting Magnets
Slide 13: Niobium Supply
Niobium Supply For personal use only • Supply concentred primarily to Brazil and Canada. African niobium will provide welcome geographical diversification • CBMM (Brazil) currently supplies ~ 85% of the market’s requirements. Market would benefit from having additional suppliers. • Remaining mine li
Slide 14: Niobium Demand
Niobium Demand For personal use only • Niobium (Nb) was initially applied in 1933 to stabilize stainless steels against intergranular corrosion. • Around 1970, niobium started to be used in many technological applications, especially in heat treatments at high temperatures, in the form of superalloy
Slide 15: Resources
Resources For personal use only Mineral Resources: Contained Contained Classification Tonnes (Mt) Nb2O5 (ppm) Ta2O5 (ppm) Nb2O5 (t) Ta2O5 (t) Measured 5.3 3,770 19,981 180 954 Indicated 47 2,860 134,420 135 6,345 Inferred 16 2,430 38,880 120 1,920 Total 68.3 2,830 193,281 135 9,219 Ore Reserve: Rese
Slide 16: Mine Development Agreement
Mine Development Agreement For personal use only • The Project Mine Development Agreement (MDA) between the Malawi Government and Globe is presently in FINAL DRAFT and is expected to be executed soon. • The MDA sets out the terms upon which Globe is able to develop the Project, including terms not o
Slide 17: Community Development Agreement
Community Development Agreement For personal use only • Kanyika Community to receive a 0.45% Gross Metal Royalty from revenue at mine gate. • Royalty funds are to be directed to community programs as determined by Kanyika Community Development Committee. • Kanyika Community Development Committee to
Slide 18: Community Development Initiatives
Community Development Initiatives For personal use only Globe is committed to resourcing projects with high community need, i.e. those that would not be addressed without Globe and where Globe can make a significant difference Globe’s objectives are effective outcomes, collaboration and sustainabili
Slide 19: Kanyika Project Environmental Certification
Kanyika Project Environmental Certification For personal use only • The Project has received full environmental accreditation. • Globe is committed to protecting the environment and operating in a way that is consistent with this objective. • Globe aims to earn the confidence of our people, regulato
Slide 20: Feasibility Study Partners
Feasibility Study Partners For personal use only The Company is satisfied that the project has undertaken studies and programs that are both relevant, recent and of sufficient quality to qualify the project to meet the criteria of a Feasibility Study and the Company has used; • Wood Engineering (pre
Slide 21: Overview of Financial Projections
Overview of Financial Projections For personal use only Feasibility Study highlights a robust project with strong economics: • 23-year mine life, plant operating at 1.5 Mtpa; IRR (before tax) of ~50% NPV (Before Tax) @8% = • ability to extend mine life to 38 years by conversion of Capital Investment
Slide 22: Project Funding
Project Funding For personal use only • Globe aims to debt-fund the majority of the Project construction cost • Globe has had preliminary discussions with a number of prospective financiers; with parties awaiting issue of mining licence to Globe. Now that the mining licence has been issued, work can
Slide 23: Key Next Steps
The Kanyika Project Key Next Steps For personal use only • Execute Development Agreement Tenure • Execute and deliver agreed programs in accordance with Community Development Agreement Community • Complete sales and off-take agreements, and secure financing Financing • Construct minesite plant and b
Slide 24: For personal use only
For personal use only ASX: GBE Unit 1, 26 Elliott Street, Midvale Western Australia 6056 www.globemm.com P: +61 (8) 6118 7240 Alistair Stephens Michael Fry Managing Director Company Secretary E: info@globemm.com E: michael.fry@globemm.com M: 0417 996 454 M: 0417 996 454
Slide 25: Competent Persons Statement
Competent Persons Statement For personal use only Mineral Resource Estimates: The information in this report that relates to Mineral Resources is extracted from the report titled “Kanyika Niobium Project – Updated JORC Resource Estimate” released to the Australian Securities Exchange (ASX) on 11 Jul
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