Gt Resources Inc · TSXV:GT
Gt Resources — Palladium One Mining — Investor Presentation (October 2020)
30 slides from Gt Resources's investor presentation, Oct 27, 2020
Slide 1: Major New Discovery – Corporate Presentation
MAJOR NEW DISCOVERY Corporate Presentation – October 27, 2020 Palladiumoneinc.com TSX-V: PDM FRA: 7N11 OTC: NKORF PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 1
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains certain forward-looking statements that may involve a number of risks and uncertainties. Actual events or results could differ materially from Palladium One Mining Inc’s (the “Company”) expectations and projections. The TSXV has neither approved
Slide 3: An Exploration & Development Company
An Exploration & Development Company Overview as at September 30, 2020 Major Stakeholders (all prices in C$ unless noted) Market capitalization (10/26) $26.5M Eric Sprott 21.3M shares Cash $2.7M (1) 32.9 million warrants have an exercise price of $0.10 per ITM warrants $5.5M common share until Decem
Slide 4: Management & Directors
Management & Directors Derrick Weyrauch, • 30+ years of international capital markets experience (Canadian and US listed issuers) • Founder and director of Magna Mining Corp, and former CFO of Andina Minerals Ltd (ADM:TSXV) CPA CA prior to its sales to Hochchilds Plc (HOC: LON) and Jaguar Mining Inc
Slide 5: The Opportunity – 100% Owned PGE-Cu-Ni District, Finland
The Opportunity – 100% Owned PGE-Cu-Ni District, Finland “Exploration and Development of Large-Scale, Platinum-Group-Element (PGE)- Copper-Nickel Deposits in Finland and Canada” “Our flagship project is the palladium dominant, Läntinen Koillismaa (“LK”) PGE-Cu-Ni project, located in north-central Fi
Slide 6: Palladium Market Overview
Palladium Market Overview Major Constraint to Increase Supply: 3-7 grams of palladium per vehicle: Mine Supply Gross Demand 10% 15% 1% 1% 49% 41% 83% Primary mine production Autocatalyst Jewellery Platinum by-product Industrial Investment Nickel by-product Significant Jurisdictional Risk: Growing De
Slide 7: Largest Palladium Dominant Project in 1st Class Jurisdiction?
Largest Palladium Dominant Project in 1st Class Jurisdiction? Exploration Target 100 Million Tonnes New Discoveries Near surface, continuity, mineralized strike length 4,600 m LK20-016 - 63 m @ 3.52 g/t Pd_Eq (2.6 g/t PGE) - Includes 18.5 m @ 4.6 g/t Pd_Eq (3.55 g/t PGE) - Near surface - 1,350, east
Slide 8: Proven Targeting Methodology
Proven Targeting Methodology Exploration Permits outlined in yellow, reservations in red, 2020 geophysics program (IP and Mag) in blue • Induced Polarization (“IP”) proven very reliable in identifying PGE-Cu-Ni mineralization • High-resolution magnetic (“Mag”) for structural interpretation and outli
Slide 9: Pit Constrained Resource Estimate
Pit Constrained Resource Estimate 635,600 Pd_Eq ounces of Indicated Resources (1.80 g/t Pd_Eq, 11 million tonnes) 525,800 Pd_Eq ounces of Inferred Resources (1.50 g/t Pd_Eq, 11 million tonnes) Whittle pit optimization assumptions: Price Element Units Assumption (US$) Palladium per oz $1,100 Pl
Slide 10: Peer Grade Comparison
Peer Grade Comparison Source: Company disclosures and internal calculations as at May 2020 PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 10
Slide 11: LK Disseminated & KS Conduit Projects: Central Finland
LK Disseminated & KS Conduit Projects: Central Finland LÄNTINEN KOILLISMAA (“LK”) KOSTONJÄRVI (“KS”) FEEDER/CONDUIT • 100% interest. • 100% interest, royalty-free, no holding costs. • ~38 km (3,674 hectares) of favourable • ~20 km strike length (20,000 hectares) of basal contact. prospective feeder
Slide 12: LK Project: Metallurgy – initial results
LK Project: Metallurgy – initial results • Disseminated, palladium-rich, high tenor sulphide • At 100% sulphide (mean): • ~84 g/t PGE (including ~58 g/t Pd), ~13% Cu and ~10% Ni • Preliminary metallurgical work indicates: • Saleable concentrate by bulk floatation • Final concentrate grading 11.4% Cu
Slide 13: KS Feeder Project: High-Grade Massive Sulphide
KS Feeder Project: High-Grade Massive Sulphide • 100% owned, district-scale, target is high-grade massive PGE-Cu-Ni sulphides. • Feeder dyke target linked to LK project (similarities to Noril’sk & Voisey’s Bay) • Regional-scale gravity, magnetic and seismic surveys demonstrate dyke. • Anomalous (>10
Slide 14: KS Feeder Project: Gravity and Magnetic Anomaly
KS Feeder Project: Gravity and Magnetic Anomaly • 20,000-hectare. • No holding costs. • Few private landowners. • High tenor LK mineralization suggests massive sulphides could be very high value • At 100% sulphide, LK hosts ~58 g/t palladium, ~84 g/t total-precious-metals (TPM) and 13% copper. PALLA
Slide 15: KS Project: 3D Model of the Buried Feeder Dyke
KS Project: 3D Model of the Buried Feeder Dyke Voisey’s Bay Long Section PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 15
Slide 16: Key Takeaways
Key Takeaways PALLADIUM MARKET FUNDAMENTALS • Inelastic supply versus inelastic demand • Environmental regulations demand greater consumption • 8-year supply deficit – 80% of supply is a by-product LACK OF INVESTMENT ALTERNATIVES • Very few advanced palladium exploration projects • Existing resource
Slide 17: Contact: Derrick Weyrauch, President & CEO
Contact: Derrick Weyrauch, President & CEO derrick@palladiumoneinc.com Palladiumoneinc.com TSX-V: PDM FRA: 7N11 PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 17
Slide 18: Appendix
Appendix I. Air quality regulations and mine supply deficit II. PGE industry consolidation III. Regional data (Fennoscandian Shield) IV. LK project geologic data V. Canadian nickel-copper-PGE projects (Tyko and Disraeli) VI. Other PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 18
Slide 19: Palladium & Environmental Benefits
Palladium & Environmental Benefits Cleaner Air - Reduced Hydrocarbons • Critical in reducing harmful emissions 3-stage auto-catalyst • Stricter environmental standards = increasing demand • Diesel being phased out for gas = increasing demand • Unique properties better suited to meet stricter emissio
Slide 20: Limited Investment Opportunities
Limited Investment Opportunities Recent Transactions Pd $/oz b/f % of trailing 6 Price announcement month vs Date Buyer Target (USDmm) (USD/oz) Spot Oct-19 Impala NAP $ 750 $ 1,463 61% Jan-18 CD Capital Suhanko $ 40 $ 973 41% Dec-17 Sibanye Lonmin $ 286 $ 928 39% Dec-16 Sibanye Stillwater $ 2,203 $
Slide 21: Finland: Elephant Country Geology
Finland: Elephant Country Geology • The Fennoscandia shield hosts a wealth of Cu-Ni-PGE deposits • Includes world class deposits such as Pechenga (nickel) and Suhanko (palladium) Koillismaa Complex including the LK & KS Projects PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 21
Slide 22: LK Project: Open Pit Disseminated Sulphide
LK Project: Open Pit Disseminated Sulphide Hosted by the laterally extensive basal phase of Koillismaa Complex Post intrusion deformation has extensively exposed favourable basal phase at surface High-tenor, palladium dominated sulphide (3Pd:1Pt) Cross section of the original sheet-like Koilli
Slide 23: LK Project: Long Sec., Drill Hole LK20-006 and LK20-007
LK Project: Long Sec., Drill Hole LK20-006 and LK20-007 LK20-006, discovery hole, 180 meters east of nearest historic LK20-018, 017 and 022 visual sulfide percentages drill hole. Kaukua South Long section showing the greater than 1% magmatic sulphide isoshell derived from visual inspection of down h
Slide 24: LK Project: Murtolampi Zone, Drill Hole LK20-012
LK Project: Murtolampi Zone, Drill Hole LK20-012 PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 24
Slide 25: 2020 LK Project Drill Results
2020 LK Project Drill Results From Width Pd_Eq PGE g/t Zone Hole (m) To (m) (m) g/t* (Pd+Pt+Au) Pd g/t Pt g/t Au g/t Cu % Ni % Kaukua South LK20-006* 43.8 210.5 166.7 1.16 0.58 0.39 0.14 0.05 0.09 0.10 Upper Zone 43.8 62.0 18.3 1.27 0.33 0.21 0.05 0.07 0.13 0.16 Core Zone 95.0 158.4 63.4 1.88 1.06 0
Slide 26: Canadian Properties: Ontario, Canada
Canadian Properties: Ontario, Canada TYKO Ni PROJECT DISRAELI PGE TYKO PROJECT PROJECT PALLADIUM ONE MINING INC. TSX-V:PDM FRA: 7N11 26
Slide 27: Tyko Nickel Property: Ontario, Canada
Tyko Nickel Property: Ontario, Canada An Archean mafic-ultramafic intrusion located in the mining friendly province of Ontario, Canada. • Located 55 km northeast of the Marathon deposit which hosts a M&I resource of: • 3.0 million ounces of Pd @ 0.78g/t, 0.9 million ounces of Pt @ 0.23g/t and 618 mi
Slide 28: Tyko Nickel Property: Drill Ready
Tyko Nickel Property: Drill Ready • TK-16-011: 1.47% Ni , 0.49% Cu and 0.71 g/t PGE over 6.05m: Including 2.12% Ni, 0.48% Cu and 0.94 g/t PGE over 3.15m (Tyko Showing) • >20x background Ni-Cu soil anomaly coincident with untested airborne EM and VLF anomaly at Smoke Lake PALLADIUM ONE MINING INC. TS
Slide 29: Disraeli PGE-Ni-Cu Property: Ontario, Canada
Disraeli PGE-Ni-Cu Property: Ontario, Canada Located in the PGE-rich Nipigon Plate of the Proterozoic mid- continent rift, near Thunder Bay, Ontario. • 2,500-hectare project along the West Nipigon lineament that hosts the Thunder Bay North (TBN), Seagull and Disraeli Intrusions • Located 40 km north
Slide 30: Disraeli PGE-Ni-Cu Property: Highlights
Disraeli PGE-Ni-Cu Property: Highlights • Drill Ready, ground-work completed: Airborne • High resolution airborne Mag, Total Field Mag EM, & IP • Mapping, soils and lake sediment surveys West Nipigon Lineament • Several untested airborne EM anomalies in possible ultramafic Reversely core of the intr
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