Globe Metals & Mining Limited · ASX:GBE
Globe Metals & Mining — Shareholder Meeting (November 2022)
17 slides from Globe Metals & Mining's shareholder meeting presentation, Nov 30, 2022
Slide 1: AGM Presentation ASX Announcement
ASX Announcement 30 November 2022 For personal use only AGM Presentation The 2022 Annual General Meeting (AGM) of Globe Metals & Mining Limited (ASX: GBE) (Globe) will be held today at 2:00pm (WST). In accordance with ASX Listing Rule 3.13.3, a copy of the CEO’s presentation that will be delivered a
Slide 2: Annual General Meeting
Annual General Meeting For personal use only 30 November 2022 Lake Malawi Globe Metals & Mining Limited (ASX: GBE)
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: Niobium is powering the future
Niobium is powering the future. From safer, For personal use only fast-charge batteries to stronger wind-towers, niobium is a key part of the green revolution. ASX: GBE 3
Slide 5: Huge emerging demand for Nb in Li-ion batteries
Huge emerging demand for Nb in Li-on batteries Why is Niobium important for LIB development? For personal use only Niobium production has risen ~25% over the past 7 years, with major producer (CBMM) recently announcing a 4.5X increase in niobium oxide production capacity to cater for increasing dema
Slide 6: Kanyika – a solution for supply-side risk
Kanyika – a solution for supply-side risk Excessive dependence on single supplier countries makes Europe vulnerable For personal use only Kanyika Niobium Action Plan on Critical Raw Materials: European Commission Report 03.09.2020 ASX: GBE 5
Slide 7: Electric Vehicles and Niobium Presentation
Electric Vehicles and Niobium Presentation For personal use only Can be found on the Globe website: https://static1.squarespace.com/static/5f1565cb8ca4c17a208027 4f/t/6360de48154c925b60c5bfce/1667292786305/Niobium+EV+ Battery+Deck+-+FINAL+%28Amended%29.pdf ASX: GBE 6
Slide 8: Strategic Positioning
Strategic Positioning For personal use only • Niobium oxide market gaining significant traction – est. possible value of $1.7Bn by early 2030’s • Globe to enter the niobium oxide/metals market as soon as possible • Will be the 2nd-vertically integrated producer in the world (after CBMM) • Will utili
Slide 9: Status Quo
Status Quo For personal use only Kanyika Niobium Project (KNP) is Fully permitted, advanced staged; An ESG friendly and highly positioned to be the first niobium Large-scale mining licence, all efficient processing facility – mine into production in more environmental and land approvals staged devel
Slide 10: Phase One: Low-cost start-up operations
Phase One: Low-cost start-up operations Kanyika mine site: Phase One Pilot For personal use only > > > > > > Open pit mining: Crushing: Milling: Flotation: Drying: Concentrate: Sale and Drill and blast Primary jaw and EDS mill Single stage: Locally produced Contains trucking: secondary cone Rougher,
Slide 11: Refinery
Refinery For personal use only • Has received the most focus over the past 10 months • Hydrofluoric acid leach process problematic • Gas-phase chlorination identified as best solution • Well-known technology - standard process for the production of titanium and magnesium metals • Scalable • Eminentl
Slide 12: Potential Product Suite
Potential Product Suite For personal use only Strong relationships with Niobium is a critical mineral in community, local leaders and high demand across multiple senior government officials, as well sectors; favourable market as industry operators dynamics and macro tailwinds; ASX: GBE 11
Slide 13: Namibia Site Location
Namibia Site Location For personal use only 12 GBE 12 ASX:
Slide 14: Phase One: Work to be done: Q4 2022 – Q3 2023
Phase One: Work to be done: Q4 2022 – Q3 2023 For personal use only • TCM-Research/Resonant • Metallurgical laboratory-scale processing • Engineering & technical drawings for new refinery • Namibia site location – EIA etc. • MDA outstanding – negotiations complete awaiting document sign-off from Att
Slide 15: Near-term value drivers
Near-term value drivers For personal use only 2022 2023 Complete Commence Complete Design review of Complete Complete Commence Phase One mine-site sample advanced sample engineering Namibia EIA engineering and Phase One concentrator preparation test-work programs cost estimation project • Complete a
Slide 16: For personal use only
ASX: GBE globemm.com 45 Ventnor Avenue West Perth For personal use only Western Australia 6005 P: +61 (8) 6118 7240 Grant Hudson Michael Fry Chief Executive Officer Chief Financial Officer E: info@globemm.com E: michael.fry@globemm.com M: +27 82 924 8452 M: 0417 996 454 ASX: GBE 15
Slide 17: 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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