Critical Metals Plc · LSE:CRTM
Critical Metals — Investor Presentation (September 2020)
15 slides from Critical Metals's investor presentation, September 2020
Slide 1: Corporate Presentation – September 2020
1 C O R P O R AT E P R E S E N TAT I O N – S E P T E M B E R 2 0 2 0 B R I N G I N G C R I T I C A L M E TA L S TO T H E G LO B A L M A R K E T Critical Metals PLC | Corporate Presentation | September 2020
Slide 2: Disclaimer
Disclaimer 2 The information contained in these slides and this presentation is being supplied to you by Critical Metals PLC (the “Company”) solely for your information and may not be reproduced or redistributed in whole or in part to any other person. This content of this document has not been appr
Slide 3: Overview
Overview 3 The Directors are looking to build a profitable international mining company targeting opportunities in critical and strategic metals. The CEO has a very successful track record of building mining companies (for example, a CSE listed Western Uranium & Vanadium Corp), with a project select
Slide 4: Key Value Drivers
Key Value Drivers 4 Strategy Opportunity Expertise • Seek to identify brownfields mining • Invest in near-term assets by • Board and Advisors together have investment opportunities in the advancing debt or purchase of extensive experience in mine critical and strategic metals sector in equity at pri
Slide 5: Management Biographies
Management Biographies 5 Russell Fryer | Chairman and Chief Executive Officer Former commodities fund manager with a background in engineering and experience in developed and developing markets focusing on investing in natural resources companies. Mr. Fryer was formerly the Chairman of Ecometals Lim
Slide 6: Target Selection Profile
Target Selection Profile 6 Critical Metals Source: Study on Critical Raw Materials at EU Level (Oakdene Hollins), with the circle added by the Company Focus on “critical” metals Critical metals Target Geography: as defined by USA, BGS, opportunities like Sb & Africa and EU Cu in polymetallic gold de
Slide 7: Target Metals
Target Metals 7 The Company regards its target metals as a BGS EU PNAS USGS subset of the criticality lists published by the (2015) (2017) (2015) (2018) British Geological Society, the EU and the USA. Antimony 2 ü ü ü Favourable supply/demand dynamics within Beryllium 18 ü ü ü metal grouping. Cesium
Slide 8: Dynamics of Targeted Critical Metals
Dynamics of Targeted Critical Metals 8 Main Source Secondary Critical Applications Dangers and Risks Source Antimony China Myanmar Fire retardants, lead alloys, molten salt China has been a dominant player as miner and applications refiner since 1850s Beryllium USA Kazakhstan Copper & aluminium allo
Slide 9: Market in Numbers
Market in Numbers 9 Demand/Supply of Copper Rare Earth Compounded annual growth rate that is expected between 2017 and 2021 for the global rare-earth metal market is 13.7%. Vanadium 10-Year Chart The market is under supplied with demand set to increase from 23.6mnt in 2018 to 29.8mnt by 2027 - at 2.
Slide 10: Project Valuation
Target Selection Profile – Development 10 Initial focus on investments into brownfield, near-term production opportunities Project Valuation Prioritising cash flow generation over CRTM Focus exploration upside Balance sheet strength reduces need for dilution Typical Junior Mining Focus Low entry cos
Slide 11: Investment Path – Post IPO
Investment Path – Post IPO 1 11 Look to identify potential targets & initiate talks where applicable. 3 Generate project cash flow within twelve months. 5 Enter in negotiations with other opportunities of interest. 2 Look to complete first Debt Interests investment within a short period of time. 4 S
Slide 12: Post RTO Investment Strategy
Post RTO Investment Strategy 12 The Company’s investment strategy is a series of investments being: (a) investment in a portfolio of private debt and debt-like instruments in companies or businesses (each a “Debt Interest” and together the “Debt Interests”), where the advance will be between £50,000
Slide 13: Potential Investment Targets in Africa
Potential Investment Targets in Africa 13 Companies that operate in the following areas: • Brownfield gold/antimony mine(s) • Brownfield vanadium mine & property(s) • Brownfield tantalum / niobium mine(s) • Brownfield tin mine • Brownfield copper/cobalt mine Critical Metals PLC | Corporate Presentat
Slide 14: Investment Benefits for Shareholders
Investment Benefits for Shareholders 14 Focused on strategic, in-demand critical minerals Several potential brown-fields targets of interest already identified (but no commitments made) Jurisdictional, political, and mineral diversification Highly experienced executive and mining team. The Executive
Slide 15: Information Table
Information Table 15 Country of Incorporation England and Wales The Broadgate Tower Registered Office 20 Primrose Street London, EC2A 2EW Registrar Share Registrars Limited Company Secretary Hill Dickinson Services (London) Limited Auditors PKF Littlejohn LLP Lawyers Hill Dickinson LLP Broker Peterh
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