Group 6 Metals Limited · ASX:G6M
Group 6 Metals — Shareholder Meeting (November 2023)
20 slides from Group 6 Metals's shareholder meeting presentation, Nov 23, 2023
Slide 1: Securing Reliable Supplies of Tungsten to Meet Growing Demand for Critical Minerals
For personal use only Securing Reliable Supplies of Tungsten to Meet Growing Demand for Critical Minerals (ASX:G6M) The Dolphin Tungsten Mine | AGM 2023 Company Presentation
Slide 2: Tungsten Production Ramp Up Continues
For personal use only COMPANY PRESENTATION Tungsten Production Ramp Up Continues AGM November 2023 The Dolphin Tungsten Mine | AGM 2023 Company Presentation
Slide 3: Disclaimer - Forward Looking Statements
Disclaimer FORWARD LOOKING STATEMENTS Statements in this announcement may be forward looking statements. Forward looking statements can be identified by the use of forward-looking terminology such as, but not limited to, ‘may’, ‘will’, ‘expect’, ‘anticipate’, ‘estimate’, ‘would be’, ‘believe’ or ‘co
Slide 4: Disclaimer
Disclaimer This presentation has been prepared by Group 6 Metals Limited (“G6M”) as a summary of its Dolphin – “Dolphin Project Drilling Results April 2018” released 23 April 2018 Project. By accepting, accessing or reviewing this Presentation, you acknowledge and agree to the – “Exploration Drillin
Slide 5: Key Highlights – Dolphin Tungsten Mine
Key Highlights – Dolphin Tungsten Mine 1 Tungsten production commenced – commercial production has commenced with brand new processing plant producing high-grade product. For personal use only 2 Highest-grade – highest-grade tungsten deposit in the western world with an average reserve grade of 0.92
Slide 6: Corporate Overview
Corporate Overview 6-Month Share Price and Volume For personal use only A$0.085 1,003.4M Share Price Shares on Issue @ 21 Nov 2023 A$1.9M A$3.0M1 Undrawn Debt Facilities Cash @ 30th Sept 2023 @ 30th Sept 2023 A$85.3M A$59.1M Market Cap Debt Drawn (@ $0.085) @ 30th Sept 2023 Note: (1) Does not includ
Slide 7: Australia's Largest and Highest-grade Tungsten Mine
Australia’s Largest and Highest-grade Tungsten Mine Located adjacent to the port of Grassy, on the southeast coast of King Island, it was first For personal use only operated in 1917 and closed in 1990 due to sustained low tungsten prices Commenced commercial production and completed first conta
Slide 8: Accelerating High Grade Ore from Open Cut Pit
Accelerating High Grade Ore from Open Cut Pit Optimising the initial 2-year open pit mine plan to bring forward higher grade ore. For personal use only Reducing overall open cut pit material movements over this period, significantly in H2 2024 Evaluating mining sequence to access underground e
Slide 9: Increasing production from Process Plant
Increasing production from Process Plant High grade ore brought forward increasing cashflow Producing high grade concentrate at 65% For personal use only WO3 Continuously improving process plant performance based on utilisation and throughput rate. Focus on improving recovery through plant opt
Slide 10: Dolphin Mine Reserves and Resources
Dolphin Mine Reserves and Resources Long mine life with significant exploration upside to potentially extend project life Open-cut Dolphin is the first ore For personal use only Indicated Resource1 body, with significant potential to extend mine life on underexplored land located on the current mini
Slide 11: Resource Expansion beyond Dolphin
Resource Expansion beyond Dolphin World Class High Grade Tungsten Skarn Two high grade tungsten resources discovered; - Dolphin pre-mining resource of 24.1Mt @ 0.8% W03 For personal use only - Bold Head pre-mining resource of 2.9Mt @ 0.8% Maiden Reserve estimate completed for Bold Head increasin
Slide 12: Enhanced Metal Recovery Opportunities
Enhanced Metal Recovery Opportunities Seeking more value in a higher cost environment Sodium Tungstate Plant (ST) For personal use only Evaluating plans to upgrade low grade concentrate using ST plant, which would replace/integrate into back-end of existing plant As ST plant would be used to ext
Slide 13: Tungsten: A Strategically Important Critical Mineral
Tungsten: A Strategically Important Critical Mineral An element of great strategic importance Tungsten is ranked by the British Geological Surveys, For personal use only various US Departments, the European Commission, Japan, Russia and Australia as a 'critical' mineral: - Due to its economic impo
Slide 14: Supply and Demand For Tungsten
Supply and Demand For Tungsten Estimated 4.3% growth in demand for 2023, defence will grow stronger Medical / Energy Pharmaceutical Mining and Construction – Primarily used in drill bits, hammers and tunnel-boring 6% 2% 1 For personal use only machines, mining and construction was the most tungsten
Slide 15: Tungsten's role in clean energy transition
Tungsten’s role in clean energy transition Longer lasting and efficient renewable energy solutions Battery Technology and EVs – Used with Niobium in the anode of For personal use only Nyobolt’s battery technology resulting in higher voltage, faster charging and longer lasting batteries - >90% charge
Slide 16: ESG Commitment
ESG Commitment Group 6 Metals is committed to the principles of ESG as the most effective means of creating long- For personal use only term enterprise value and addressing the societal priorities enshrined in the United Nations’ Sustainable Development Goals. Achievements to Date Increased region
Slide 17: Offtake Agreements
Offtake Agreements Sales have commenced to established industry participants For personal use only Wolfram Bergbau und Hütten AG – a world leading supplier of tungsten powders and a subsidiary of the US$23 bn market cap Sandvik Group (STO: SAND) Traxys, a leading international physical commodity
Slide 18: Tungsten Price
Tungsten Price Price history Ammonium paratungstate (or APT) is a white For personal use only crystalline material and is described as the most important raw material for all other tungsten products Tungsten concentrate pricing is referenced from the APT price published weekly by Fastmarkets, Ar
Slide 19: For personal use only
JOHANN JACOBS KEITH MCKNIGHT CHAIRMAN MANAGING DIRECTOR & CEO For personal use only johannj@g6m.com.au keithm@g6m.com.au @Group6Metals www.g6m.com.au The Dolphin Tungsten Mine | AGM 2023 Company Presentation
Slide 20: For personal use only
GROUP6 METALS LIMITED