Neometals Ltd · ASX:NMT
Neometals — Benchmark World Tour Conference (Sydney) 2024
21 slides from Neometals's conference presentation, Feb 2, 2024
Slide 1: Innovating Sustainable Solutions
For personal use only Innovating Sustainable Solutions. Benchmark World Tour Conference (Sydney) | 2 February 2024 Authorised for release by Christopher Reed, Managing Director of Neometals ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 2: Disclaimer
Disclaimer Disclaimer Summary information: Financial data: This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to All figures in this document are in Australian dollars (AUD) unless stated otherwise. provide summary information about the Company and its associated entitie
Slide 3: Executive Summary
Executive Summary Executive Summary Neometals is generating value from commercialising its proprietary processing technologies Lithium-ion Battery Recycling For personal use only To produce new battery materials Enabling more sustainable battery materials, supporting from spent LiBs the transition t
Slide 4: Lithium-ion Battery (LiB) Recycling
For personal use only Lithium-ion Battery (LiB) Recycling ACN 630 - Intellectual Property Holding Company 50% Neometals / 50% SMS group Primobius GmbH – Commercialisation Incorporated 50:50 JV with SMS group ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 5: Targeting Fastest Growing Market – EOL EV Batteries
Targeting Fastest Growing Market – EOL EV Batteries Opportunity • CAGR +25%, addressable market estimated at 21Mtpa by 2040 • Targeting NA and EU with +100B Euro’s worth of batteries annually by 2030 Solution For personal use only Business Strategy Licensing Timeline Source: McKinsey Battery Insight
Slide 6: We Allow OEMs to Retain Battery Materials at Lowest Cost
We Allow OEMs to Retain Battery Materials at Lowest Cost Opportunity Solution For personal use only Business Strategy Licensing Timeline *Assumption NMC622 battery ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 6 neometals.com.au neometals.com.au
Slide 7: We Allow OEMs to Meet EU Battery Regulations
We Allow OEMs to Meet EU Battery Regulations Opportunity • Primobius exceeds minimum recycling recovery rates Insert • Header Infoenables Primobius Here minimum recycled content to be met Solution For personal use only Business Strategy Insert Header Info Here Licensing Timeline ASX: NMT | AIM: NMT
Slide 8: Lowest Quartile Cost and Carbon Footprint for Li/Ni/Co
Lowest Quartile Cost and Carbon Footprint for Li/Ni/Co Opportunity • 21,000tpa Spoke and Hub Engineering Cost Studies demonstrate compelling economics across major EV chemistries • Latest LCA indicates -85% reduction in global warming potential Solution For personal use only Business Strategy Licens
Slide 9: Plant Supply and Technology Licensing Business Model
Plant Supply and Technology Licensing Business Model Opportunity • Primobius’ recycling plant product and can be sized to meet increasing volume requirement of OEMs • Technology licensing is low-capital and low-risk, providing maximum exposure to key battery commodity Operational Model Solution For
Slide 10: SMS is Primobius' Global Plant Delivery Partner
SMS is Primobius’ Global Plant Delivery Partner Opportunity • SMS is a 150-year-old plant builder, with +14,000 employees and fabrication facilities in EU, NA, India and China Insert• Header Info Here Our disposal facility and demonstration Hub at SMS Germany demonstrates our process to new and exis
Slide 11: Strong Commercial Pipeline
Strong Commercial Pipeline* Opportunity Operational Targeted Growth Plan Scale Up Opportunity Total Addressable Market (US$bn) % End of Life / Warranty Volumes Solution Capacity: 2,500tpa Capacity: 10tpd Spoke For personal use only Integrated Plant 50 ~95% Plant type: Shredding Feed: Cells & Modules
Slide 12: Mercedes-Benz: Strong Validation from a Marquee OEM
Mercedes-Benz: Strong Validation from a Marquee OEM Opportunity PLANT SUPPLY, R&D TECHNOLOGY LICENSE, COLLABORATION MERCEDES-BENZ TARGET CELL PRODUCTION** 200 GWh Solution For personal use only 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Business Strategy Key Illustrative Assumptions
Slide 13: Stelco: 21,000tpa Customer – Future Continental Network
st Stelco: 1 21,000tpa Customer – Future Continental Network Opportunity TECHNOLOGY LICENSE AND JV OPTION (≤50%) STELCO IS POSITIONED TO BE A LEADER IN ELECTRIC VEHICLE RECYCLING Option to acquire 25-50% of the equity* Solution in North America For personal use only • Stelco to offer a holistic end-
Slide 14: Growing Our Third-Party Licensing Portfolio
Growing Our Third-Party Licensing Portfolio Opportunity • Royalties intended to provide shareholders with maximum exposure to a suite of battery commodities • Royalty companies can attract higher P/E’s than lithium miners or chemical producers Four 10% Gross Sales Royalty licences issued. Solution F
Slide 15: Upcoming Catalysts and Financial Milestones
Upcoming Catalysts and Financial Milestones Opportunity • Build our order book from conversion of commercial prospects • Achieve product readiness for 21,000tpa plants in 1H 2025 and larger plants in 2027 • Build royalty portfolio as order books transition to production – revenues start late-2026 fr
Slide 16: Summary
For personal use only Summary ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 16 neometals.com.au
Slide 17: Sustainability at Our Core
Sustainability at Our Core Summary Neometals is committed to optimising finite resources using circular practices to benefit society and the environment for a sustainable future Winner in 2022 under the ‘Best Environmental Community Ethics and Technology’ category People Care Benefits Accountability
Slide 18: Neometals Has Outstanding Human Capital
Neometals Has Outstanding Human Capital Summary Experienced executives backed by a team of skilled specialists Board of Directors For personal use only Stephen Cole Chris Reed Dr. Natalia Streltsova Douglas Ritchie Dr. Jennifer Purdie Les Guthrie Independent Managing Independent Non- Independent Non
Slide 19: Corporate Dashboard
Corporate Dashboard Summary ASX: NMT OTC: RDRUY FY23 – Successful transition from upstream producer to downstream Shares on Issue (1) m 622.7 recycler with operation in Germany. Inclusion in ASX300. Share Price A$ 0.145 FY24 – Maiden plant supply to MB, targeting Stelco and other third-parties. Mark
Slide 20: Neometals' Unique Value Proposition
Neometals’ Unique Value Proposition Summary Neometals is at the forefront of the low carbon production of battery materials via recycling Clear strategy to commercialise technologies into vast TAM with energy transition policy tailwinds For personal use only Enabling sustainable battery materials –
Slide 21: Thank you
For personal use only Thank you. Thank you neometals.com.au ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
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