European Metals Holdings Ltd · LSE:EMH
European Metals — Investor Presentation (February 2015)
17 slides from European Metals's investor presentation, February 2015
Slide 1: Investor Presentation
Investor Presentation February 2015 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by European Metals Limited (“European Metals” or the “Company”). It is not a disclosure document and should not be considered as an offer or invitation to subscribe for, or purchase any securities in the Company or as an any, inducement to make an offer
Slide 3: Company Overview
Company Overview CINOVEC JANUARY 2015 LITHIUM INFERRED RESOURCE • Lithium and tin exploration and development Li Cutoff Tonnes Li W Sn company with assets in the Czech Republic % (Millions) % % % • 100% owned Cinovec Project is a globally 0.10 514.8 0.20 0.01 0.03 significant lithium and tin deposit
Slide 4: Corporate Overview
Corporate Overview ASX Code EMH Share Price Performance CDIs 60.3 million Options (June 2016 @ 10c) 21.9 million Options (unlisted) 1.2 million Market Cap 3.0 million at $0.05 per share (CDI’s) Shareholder Structure Directors and Senior Management Woolstores (+associates) 11.9% Dave Reeves Non-execu
Slide 5: Cinovec
Cinovec • Li Inferred Resource of 5.5Mt LCE, 514.8Mt @ 0.43% Li2O (0.1% Li cut off) • Additional Exploration Target of 3.4-5.3Mt LCE, 350-450 Mt @ 0.39-0.47% Li2O; Sn-W • Inferred Resource of 111.4Kt tin, 30.1Mt @ 0.37%Sn, 0.04%W, 0.47%Li2O (0.2% Sn cutoff) • Underground bulk mining operation potent
Slide 6: Cinovec Deposit
Cinovec Deposit • 603.5 Ha Licence areas covering Cinovec Deposit, recently renewed for 5 years • Greisen lithium-tin-tungsten mineralisation, high grade tin and tungsten in veins; tin in cassiterite, tungsten in wolframite and scheelite, lithium in zinnwaldite (mica) – Greisen contains low sulphide
Slide 7: Cinovec Infrastructure
Cinovec Infrastructure • Excellent infrastructure in place to support future development of Cinovec • Adjacent to a main road and located near large industrial centres and chemical plants in Germany and Czech Republic • Two rail lines within 10km of the site including one previously used to load con
Slide 8: Cinovec Testwork
Cinovec Testwork • Three core holes drilled in 2014 for 941m as initial confirmation of historical results and to provide material for metallurgical testwork Lithium • MOU with Cobre Montana (ASX:CXB) to trial proprietary low- temperature leach to recover lithium – Laboratory tests confirm battery-g
Slide 9: Cinovec Advantages
Cinovec Advantages Location • First world infrastructure • Location on the doorstep of Europe’s industrial heartland • Stable, active mining country with skilled, lower cost workforce Lithium • Simple, proven method to concentrate lithium mica via froth flotation – >98% recovery on contained lithium
Slide 10: Cinovec Comparatives
Cinovec Comparatives Lithium • Western Lithium (TSX:WLC) holds a sedimentary/clay lithium deposit in Nevada – One project company, projected production in-line with current plans for Cinovec – Requires plus 1,000oC roasting pre-leaching $10.00 $8.12 $8.00 EMH WLC Compliant resource 5.5Mt LCE 7.3Mt L
Slide 11: 2015 Program
2015 Program Scoping Study In progress, due for completion Q2 CY2015, includes: • Drilling for metallurgical samples and grade confirmation - COMPLETE • Resource re-modelling based on the drilling and updated database - COMPLETE • Mining method selection based on geotechnical competencies and orebod
Slide 12: Lithium Market
Lithium Market Uses • Long life batteries – Strategic component - no lithium, no battery – Low cost - minimal risk of being replaced – Almost 95% of batteries in electronic devices use lithium • High strength to weight metal alloys – Aircraft • Heat-resistant glass Outlook • Demand forecast to grow
Slide 13: Tin Market
Tin Market Uses • Solder, tinplate, chemicals • Increasing use in high technology industries: battery, solar and nano-technology • Global tin usage has increased from ~190,000 tpy (1980) to ~364,000 tpy (2015 forecast) Outlook • Current price approximately $19,000/t • ITRI: ‘high probability of supp
Slide 14: Czech Republic, EU
Czech Republic, EU • Central location in Europe • 83% of its exports are to EU countries, one third being to Germany alone • Stable political and economic environment – Member of the European Union. • Excellent infrastructure, communication network and power • Relatively low corporate income tax rat
Slide 15: Management Team
Management Team David Reeves – Chairman Qualified mining engineer with 20 years experience in Africa and Australia. Highly experienced underground mining specialist - First class honours degree in mining engineering from the University of New South Wales, graduate diploma in applied finance and inve
Slide 16: Investment Summary
Investment Summary Scoping Study to be complete early Q2 2015 Substantial Upside Trades at significant discount to peers Large predicted growth and price increases for lithium and tin Globally significant lithium and tin deposit Deposit Size, Style Large exploration upside Unique multi commodity dep
Slide 17: Contact Information
Contact Information European Metals Holdings Limited Australia Czech Republic Keith Coughlan Pavel Reichl Managing Director Executive Director Telephone: +61 8 6141 3500 Telephone: +420 732 671 666 Mobile: +61 41 999 6333 Email: keith@europeanmet.com Email: pavel@europeanmet.com 17
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