Element 25 Limited · ASX:E25
Element 25 — Montezuma Mining Company — Shareholder Meeting (2017)
14 slides from Element 25's shareholder meeting presentation, 2017
Slide 1: Montezuma Mining Company 2017 AGM
MONTEZUMA MINING COMPANY LTD 2017 AGM Developing Australia’s Largest Onshore Manganese Resource Producing High Purity Manganese for Li-Ion Batteries. LARGE MANGANESE RESOURCE INNOVATIVE PROCESSING HIGH PURITY MANGANESE PRODUCTS
Slide 2: Disclaimer
Disclaimer This presentation contains only a brief overview of Montezuma Mining Company Ltd and its associated entities (“Montezuma") and their respective activities and operations. The contents of this presentation, including matters relating to the geology of Montezuma’s projects, may rely on vari
Slide 3: Corporate Overview
CORPORATE OVERVIEW Tight Capital Structure Strong Balance Sheet Financial Information Share Price Performance ASX Ticker MZM Shares on Issue 83.5M Share Price $0.27 Market Capitalisation $22.6M Cash & Investments (30 Sept 17) ~12M Debt Nil Enterprise Value ~$10.6M Top 20 Shareholders ~67% Board and
Slide 4: Tech Metal Supercycle
TECH METAL SUPERCYCLE Strong Li-Ion market growth will drive demand for Tech Metals 1,2 § Over 15M electric vehicles forecast by 2025. § Non EV Li-Ion battery demand to also grow strongly including; § Grid Storage § Cellular Phones § Power tools, E Bikes, medical applications etc § China pushing for
Slide 5: Manganese is part of a battery powered future
TECH METAL SUPERCYCLE Manganese is part of a battery powered future n 3M has its own patented NMC, based on work done at Dalhousie University. n LG Chem makes NMC batteries used in the Chevy Volt and Nissan Leaf. n General Electric uses the Li-MnO2 system as it offers the best balance of safety and
Slide 6: Manganese and next generation batteries
TECH METAL SUPERCYCLE Manganese and next generation batteries n Cost, performance and safety are key factors battery technologies. n Manganese is important for low cost, high performance, safer batteries. n Many next-generation manganese batteries are safer and perform better. “As a result of the su
Slide 7: A premium product
MANGANESE MARKET – HIGH PURITY IS HIGH VALUE A premium product At 100% electric High purity manganese makes up; car penetration, § 10% of the global manganese market by volume but; market forecast to grow by 240%1, § 40% of the global market by value. equivalent to +$5B High Purity Manganese 1,800,0
Slide 8: Project
BUTCHERBIRD MANGANESE PROJECT § Australia’s largest onshore manganese deposit. § >180 Mt of manganese ore1. BUTCHERBIRD MANGANESE DEPOSIT § Excellent local infrastructure. § Moving towards development. § 100% owned by Montezuma. § Low risk mining jurisdiction. 1 Reference: Montezuma Mining Company L
Slide 9: World Class Manganese Resource
BUTCHERBIRD MANGANESE DEPOSIT World Class Manganese Resource Prospect Tonnes Mn (%) SiO2 (%) Fe (%) P2O5 (%) Al2O3 (%) (Mt) Yanneri Ridge Inferred 48.0 10.7 43.0 11.1 0.262 10.7 Indicated 22.5 12.0 43.8 11.6 0.297 10.6 Additional Deposits Inferred 110.3 10.6 44.4 11.9 0.3 11.0 Total 180.8 10.8 43.9
Slide 10: Simple Geology/Favourable Infrastructure
BUTCHERBIRD MANGANESE DEPOSIT Simple Geology/Favourable Infrastructure Ore starts at surface; § low strip ratio § low mining cost Gas pipeline; Manganese orebody • Starts at surface § low energy cost • Low strip ratio • Low cost mining Straddles bitumen highway; § low infrastructure cost Port Headla
Slide 11: Breakthrough Technology
BUTCHERBIRD MANGANESE DEPOSIT Breakthrough Technology § CSIRO flowsheet will produce high purity battery grade manganese. § Products include Electrolytic Manganese Dioxide (“EMD”), Metal (“EMM”), and manganese sulphate (batteries and fertiliser). § High purity manganese is a high value product which
Slide 12: Key differentiators
BUTCHERBIRD MANGANESE DEPOSIT Key differentiators Butcherbird Project* Current Producers (China/South Africa) § Lower cost ore mined at surface § Requires high grade imported § Fast leach at ambient temperature and manganese ore. atmospheric pressure. § Reduction Roasting to 800-1000ºC § Exothermic
Slide 13: Investment Case Summary
Investment Case Summary n World class, very large manganese deposit. n Technology breakthrough on processing. LARGE RESOURCE n Simple geology and flowsheet. n Low production costs anticipated. n Strong demand growth from battery revolution. INNOVATIVE PROCESSING n Commercial studies underway. n Stro
Slide 14: Competent Person's Statement
COMPETENT PERSON’S STATEMENT Note: The information in this presentation that relates to Exploration Results, and Mineral Resources is based on information compiled by Mr Justin Brown who is a full-time employee of the Company and is a member of the Australasian Institute of Mining and Metallurgy. Ju
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