Globe Metals & Mining Limited · ASX:GBE
Globe Metals & Mining — Investor Presentation (April 2026)
36 slides from Globe Metals & Mining's investor presentation, Apr 30, 2026
Slide 1: Developing a Globally Significant Niobium Mine in Malawi, Africa
DEVELOPING A For personal use only GLOBALLY SIGNIFICANT NIOBIUM MINE IN MALAWI, AFRICA Globe Metals & Mining Limited (ASX:GBE, G4U:FWB) Investor presentation April 2026
Slide 2: Disclaimer
DISCLAIMER For details on the assumptions used, Competent Persons’ statements, JORC Table 1 disclosures, ASX Chapter 5 Compliance and Cautionary Statement and the risks associated with the Bankable Feasibility Study, please refer to the ASX The overall production targets and forecast financial infor
Slide 3: The Asset: Kanyika Niobium Project
THE ASSET: KANYIKA NIOBIUM PROJECT A LARGE-SCALE, LONG-LIFE CRITICAL MINERALS DEVELOPMENT Fully permitted niobium + tantalum project in Malawi For personal use only Mining Licence + MDA + Community Development Agreement (CDA) in place → → Integrated mine concentrator refinery (on-site high-purity pr
Slide 4: The Opportunity: Strategic Exposure to a Constrained, High-Value Market
THE OPPORTUNITY: STRATEGIC EXPOSURE TO A CONSTRAINED, HIGH- VALUE MARKET → ~90% of supply from Brazil high concentration risk → US/EU fully import dependent security of supply For personal use only critical Demand driven by AI, aerospace, defence & advanced manufacturing Conflict-free, traceable
Slide 5: BFS, Resources, Reserves & Key Metrics
BFS, RESOURCES, RESERVES & KEY METRICS The Bankable Feasibility Study Resources & Reserves Production Profile Revenue & Margin Profile (refer to ASX announcement dated 1 April 2026) Mineral Resource: 68.3 Mt LOM Nb₂O₅ production: LOM revenue: ~US$7.5 confirms Kanyika as a high- @ ~0.28% Nb₂O₅ ~79,50
Slide 6: Niobium & Tantalum: Critical Materials for Advanced Technologies
NIOBIUM & TANTALUM: CRITICAL MATERIALS FOR ADVANCED TECHNOLOGIES Applications span: o Jet engines, Niobium and tantalum are critical minerals rockets, satellites Unique properties: underpinning: o EV batteries and For personal use only o High strength-to-weight ratio o Aerospace & defence systems gr
Slide 7: Kanyika Niobium Project, Malawi, Africa
KANYIKA NIOBIUM PROJECT MALAWI, AFRICA Election outcome: Kanyika Niobium Democratic Progressive Party (DPP) wins 2025 election with Peter Mutharika declared new Project, comprising President both the Mine Site National context: For personal use only Leadership change at a pivotal time for mining and
Slide 8: Globe's Commitment to ESG Practices & Policies
GLOBE’S COMMITMENT TO ESG PRACTICES & POLICIES A prerequisite for project funding Globe’s niobium oxide product “Green niobium” vision Community Development meets specialty For personal use only from day one → Agreement Kanyika metal sector Development Trust demands, caters to Hydro and solar power
Slide 9: Corporate Overview
CORPORATE OVERVIEW Top 5 Holders at 31 March 2026 Shareholder Number held % of total shares issued APOLLO METALS INVESTMENT COMPANY LIMITED 351,405,158 37.47 AVOCADO TRADING LIMITED 136,500,000 14.55 For personal use only TRIPLE TALENT ENTERPRISES LTD 125,621,035 13.39 AO-ZHOGN INTERNATIONAL MINERAL
Slide 10: Market
For personal use only MARKET 10
Slide 11: Strong Market Fundamentals: Supply Constraints & Pricing Power
STRONG MARKET FUNDAMENTALS: SUPPLY CONSTRAINTS & PRICING POWER CONSTRAINED SUPPLY MEETS STRUCTURAL DEMAND GROWTH Supply concentration: For personal use only >90% of niobium supply from Brazil & Canada → Limited new projects globally structural supply tightness Tantalum market: Supply constrained by:
Slide 12: Demand Growth: Multi-Sector Expansion Driving Long-Term Upside
DEMAND GROWTH: MULTI-SECTOR EXPANSION DRIVING LONG-TERM UPSIDE Diversified Demand Across Key demand segments: Geographic growth High-Growth Global drivers: Industries Metallurgy / Superalloys (~52%) China, U.S., Japan, South For personal use only Niobium pentoxide demand: Aerospace, turbines, indust
Slide 13: Product Specifications
PRODUCT SPECIFICATIONS Impurities: Ta <10 ppm, Fe <10 ppm, Ca <15 ppm, Si <10 ppm, Al <10 ppm, For personal use only Na <15 ppm, Mg <10 ppm, P <10 ppm, W <10 ppm, Ti Nb₂O₅: <10 ppm, 99.986% Co <3 ppm, S <15 ppm, Sb <3 ppm, B <1 ppm Average particle size: ~25 µm Impurities: Nb <10 ppm, Fe <1 ppm, Ca
Slide 14: Niobium Oxide Market (Volume in Tons & Prices in USD) 2019-2035
NIOBIUM OXIDE MARKET (VOLUME IN TONS & PRICES IN USD) 2019-2035 Price Scenarios for Nb2O5 99,9 % (%) – 2019 - 2035 For personal use only Source: Mordor Intelligence Source: Mordor Intelligence ASX: GBE | An emerging vertically - integrated niobium producer 14
Slide 15: Project Development Strategy
PROJECT DEVELOPMENT STRATEGY Phased development to reduce upfront capital and execution risk: For personal use only Initial phase: Expansion to full scale: Targeted production ~1,502 tpa of Targeted production ~3,477 tpa Objectives are to minimise Nb₂O₅ (plus ~65 tpa Ta₂O₅) Nb₂O₅ (plus ~ 156 tpa Ta₂
Slide 16: Development Timeline Q2 2026 to Q3 2027
DEVELOPMENT TIMELINE Q1 2027 TO Q3 2027 Major construction activities (civil works, Q4 2026 structural steel erection, Mobilise contractors and plant installation, tailings site teams and commence storage facility, power Q3 2026 initial phase site works infrastructure); pre-strip For personal use on
Slide 17: Development Timeline Q4 2027 – 2030
DEVELOPMENT TIMELINE Q2 2028 – 2030 Expansion phase construction to reach full capacity; full-scale For personal use only operations expected in early Q1 2028 2030 (depending on market First production and initial conditions). revenues; target positive operating cash flow as the initial phase reache
Slide 18: Board of Directors & Management
BOARD OF DIRECTORS & MANAGEMENT Alice Wong Bo Tan Non-Executive Chair Non-Executive Director Extensive investment banking Deep cross-border investment and experience (Morgan Stanley, ABN capital structuring experience (Bohai, AMRO Rothschild, BNP Paribas), with a Lehman Brothers, Macquarie), with Fo
Slide 19: Executive Management & Technical Leadership
EXECUTIVE MANAGEMENT & TECHNICAL LEADERSHIP Charles Altshuler David Young Mark Gallagher Interim Chief Executive Officer Chief Consultant Geologist Senior Mine Manager & Chief Financial Officer Over 50 years of experience in mining, Over 40 years of experience in For personal use only Extensive expe
Slide 20: Globe Metals & Mining Limited – Contact and Investor Hub
Globe Metals & Mining Limited (ASX:GBE, G4U:FWB) For personal use only Investor presentation - April 2026 ABN 33 114 400 609 Join the Globe Metals & Mining Investor Hub: https://investorhub.globemm.com/auth/signup Follow the prompts to sign up for an Investor Hub account Complete your account profil
Slide 21: Appendix
For personal use only APPENDIX 21
Slide 22: Battery Revolution with Niobium
BATTERY REVOLUTION WITH NIOBIUM Niobium oxide makes batteries greener, cheaper and cleaner and cobalt free. For personal use only Niobium oxide batteries can be fully Conventional anodes (graphite) face Ultra Fast charged in less than Charging 10 minutes limits during rapid charging, leading to: at
Slide 23: Free Cash Flow over LOM
FREE CASH FLOW OVER LOM Forecast Free Cash Flow (1 Jan 2026 US$’m) For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 23
Slide 24: Cumulative Free Cash Flow over LOM
CUMULATIVE FREE CASH FLOW OVER LOM Cumulative Forecast Free Cash Flow (1 Jan 2026 US$’m) For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 24
Slide 25: EBITDA over LOM
EBITDA OVER LOM (1) Annual EBITDA (1 Jan 2026 US$’m) For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 25
Slide 26: Isometric View Showing the Eight Pit Stages
ISOMETRIC VIEW SHOWING THE EIGHT PIT STAGES For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 26
Slide 27: Table of Material Mined in Each Stage
TABLE OF MATERIAL MINED IN EACH STAGE For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 27
Slide 28: Final Pit Outline
FINAL PIT OUTLINE For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 28
Slide 29: Overall Mine Layout
OVERALL MINE LAYOUT For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 29
Slide 30: Fully Expanded Concentrator Layout
FULLY EXPANDED CONCENTRATOR LAYOUT For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 30
Slide 31: Crushing & Milling Circuit for Kanyika
CRUSHING & MILLING CIRCUIT FOR KANYIKA For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 31
Slide 32: Proposed Flowsheet for Refinery Operations
PROPOSED FLOWSHEET FOR REFINERY OPERATIONS For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 32
Slide 33: Proposed Pyrochlore Flotation Flowsheet
PROPOSED PYROCHLORE FLOTATION FLOWSHEET For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 33
Slide 34: Proposed Zircon Flotation Flowsheet
PROPOSED ZIRCON FLOTATION FLOWSHEET For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 34
Slide 35: Products Delivered via FOB at Nacala Port
PRODUCTS DELIVERED VIA FOB AT NACALA PORT For personal use only 1, 165km ASX: GBE | An emerging vertically - integrated niobium producer 35
Slide 36: For personal use only
For personal use only ASX: GBE | An emerging vertically - integrated niobium producer 36
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