Giyani Metals Corp · TSXV:EMM
Giyani Metals — Investor Presentation (July 2021)
29 slides from Giyani Metals's investor presentation, July 2021
Slide 1: Giyani Metals Corp. High Purity Manganese Development Opportunity
GIYANI METALS CORP. [Insert Sub Title - Capital First Letter of Each Word] HIGH PURITY MANGANESE DEVELOPMENT OPPORTUNITY LOW CAPEX July 2021 LOW OPEX BATTERY-GRADE MANGANESE SAFE JURISDICTION TSX.V:EMM
Slide 2: Cautionary Note: Forward Looking Statements
CAUTIONARY NOTE Forward Looking Statements [Insert Sub Title - Capital First Letter of Each Word] This presentation contains forward-looking statements and factual information that are current as of the date the presentation was originally delivered. When used in this presentation, words such as “ma
Slide 3: Compliance Statement: Qualified Persons
COMPLIANCE STATEMENT Qualified Persons [Insert Sub Title - Capital First Letter of Each Word] The scientific, technical, and economic information contained in this presentation relating to the K.Hill Manganese Project are based upon a technical report prepared by Mr. Michael John Beare BEng, CEng, M
Slide 4: Investment Summary Highlights
INVESTMENT SUMMARY Highlights [Insert Sub Title - Capital First Letter of Each Word] • Manganese oxide deposit in Botswana, a supportive mining investment jurisdiction • Robust project economics: 80% IRR and CAD442M Post tax NPV10 • Low project capex of CAD159M • Feasibility Study due Q3 2021 • Expe
Slide 5: Project Portfolio: Land Package in a Favourable Jurisdiction
PROJECT PORTFOLIO Land Package in a Favourable Jurisdiction [Insert Sub Title - Capital First Letter of Each Word] OWNERSHIP Francistown Zimbabwe 100% interest in an extensive land package covering 2,588km2 in south-eastern Botswana PROJECT PIPELINE Europe & Botswana Three battery-amenable manganese
Slide 6: Project Portfolio: K.Hill, Otse & Lobatse Manganese Oxide Deposits
PROJECT PORTFOLIO K.Hill, Otse & Lobatse: Battery-Grade [Insert Sub Title Manganese - Capital FirstOxide LetterDeposits of Each Word] Legend K.HILL Railway • Adjacent to the town of Kanye – 45,000 inhabitants Jwaneng Mine (Debswana) Sealed Road • 5 km from Trans Kalahari highway connecting South Afr
Slide 7: Project Milestones Achieved
PROJECT MILESTONES ACHIEVED Highlights [Insert Sub Title - Capital First Letter of Each Word] Aug. 2019: Completed K.Hill Apr. 2020: Amended K.Hill Nov. 2020: Commenced Jan. 2021: Completed K.Hill Apr 2021-Updated K.Hill PEA with NPV10 of PEA increased resource & hydrometallurgical & in-fill Solar P
Slide 8: Non-Metallurgical Manganese
MANGANESE Used in Steel, Specialty[Insert Alloys,Sub Fertilizers, Chemicals Title - Capital and of First Letter Batteries Each Word] MANGANESE ORE AND MANGANESE METAL • 86% of globally mined manganese ore is used in steel making1 • Total global manganese ore consumed in 2018 was 20 Mt1 • Refined / H
Slide 9: Battery Chemistries
BATTERY CHEMISTRIES In The Future Cathode Chemistries Will- Capital [Insert Sub Title Be Differentiated First Letter ofByEach Application Word] Present Future – custom chemistries by application Various NCA NCM811 / LMNO NCM523 NCM622 LFP Ex-China fixed route, short- dominated by NCM long-range vehi
Slide 10: Manganese in Li-ion Batteries
MANGANESE IN LI-ION BATTERIES Manganese containing [Insert cathode Subchemistries willFirst Title - Capital dominate Letter ofthe Eachmarket Word] 2020 2025 2030 NCM LMO LMNO LCO NCA LFP Other Manganese Demand in Lithium-ion Batteries 32,500 140,000 320,000 tonnes tonnes tonnes Source: Benchmark Min
Slide 11: Manganese in Lithium-ion Batteries: Where is the Supply?
MANGANESE IN LITHIUM-ION BATTERIES Where is the Supply? [Insert Sub Title - Capital First Letter of Each Word] • The market balance of high purity manganese required for batteries is forecast to be in a growing deficit • Few announcements have been made of new capacity planned to meet demand Battery
Slide 12: K.Hill Resource Estimate (2020)
K.HILL RESOURCE ESTIMATE (2020) 1.7Mt at 25.7% Manganese [InsertOxide – with Sub Title Significant - Capital Upside First Letter Potential of Each Word] K.Hill Mineral Resource Estimation by Domain Domain Category Tonnes MnO Al2O3 SiO2 Fe2O3 LOI millions % % % % % High-Grade Upper Mn Shale Inferred
Slide 13: K.Hill Project PEA
K.HILL PROJECT PEA Robust Economics Over[Insert a 10 Year Project Sub Title Life First Letter of Each - Capital Word] Annual Production (LHS) vs Accumulative Cash HIGHLIGHTS1 Flow (RHS) • Pre tax NPV10 of CAD573M (USD431M)2 140 700 • After tax NPV10 of CAD442M (USD332M)2 120 600 100 500 • After tax
Slide 14: Making High Purity Manganese
MAKING HIGH PURITY MANGANESE Simple and Low Cost of[Insert Acid Dissolution and Solvent Sub Title - Capital Extraction First Letter of Each Word] Acid DEMONSTRATION PLANT TetraTech appointed for design and engineering of scaled ROM 3-Stage Grinding down Demo Plant, based in Botswana. Operations expe
Slide 15: Demonstration Plant
Demonstration Plant Product sample for potential [Insertend-buyers and de-risking Sub Title - Capital ofofproject First Letter Each development Word] • The Demonstration Plant will replicate the proposed hydrometallurgical process: • To demonstrate the ability to achieve the stringent product specif
Slide 16: Targeting Low Carbon Manganese
TARGETING LOW CARBON MANGANESE Three Options Considered in Solar [Insert Plant Sub Title Study First Letter of Each - Capital Word] No Export’ Net Zero Transition to IPP Scenario 1 2 3 OTHER ATTRIBUTES THAT Export of excess power to grid? No Yes Yes CONTRIBUTE TO LOW CARBON Requires Regulatory appro
Slide 17: K.Hill Project PEA: Visualisations of Open Pit & Processing Plant
K.HILL PROJECT PEA Visualisations of Open Pit & Processing [Insert Sub Title - Plant Capital First Letter of Each Word] Aerial view of the K.HILL Deposit 17
Slide 18: K.Hill Project Feasibility Study Timeline
K.HILL PROJECT Timeline [Insert Sub Title - Capital First Letter of Each Word] Q1 21 Q2 21 Q3 21 Q4 21 PEA Update: Mineral Demonstration Update on Resources & Plant design & Demonstration FEASIBILITY STUDY Reserves, NVP engineering Plant progress Initial Complete Metallurgical Feasibility Study Fina
Slide 19: Board and Management
BOARD AND MANAGEMENT Proven Record in Mining Company [Insert Management Sub Title - Capital First&Letter Project Delivery of Each BOARD Word] JONATHAN HENRY B.A.(Hons) JOHN PETERSEN J.D, B.S. MICHAEL JONES C.Eng. ROBIN BIRCHALL MBA, M.Sc. Non Executive Chair Non Executive Director Non Executive Dire
Slide 20: Share Structure
SHARE STRUCTURE Capital Structure and Major [InsertShareholders Sub Title - Capital First Letter of Each Word] TICKER MARKET CAP* SHARE PRICE* 52 WEEK RANGE SHARES O/S TSXV : EMM CAD70 M CAD0.40 CAD 0.12 - 0.87 174,102,734 1 MAJOR SHAREHOLDERS 2 RAB Capital 10.5% MMCAP Asset Management 2.9% 3 Direct
Slide 21: High Purity Manganese Peers
HIGH PURITY MANGANESE PEERS Market Battery Grade Resource After-Tax After- Tax Company Project Name Location Opex2 Capex3 Stage Project Life [Insert Sub Title - Capital First Letter of Each Cap1 Product Grade NPV IRR CADM Word] % Mn USD/t USD USD 1 % Yrs Giyani Metals 332m K.Hill Botswana 118 HPMSM
Slide 22: Contact Us
CONTACT US TSXV : EMM [Insert Sub Title - Capital First Letter of Each Word] Giyani Metals Corp. 5300 Commerce Court West 199 Bay Street Toronto, Ontario M5L 1B9 Canada info@giyanimetals.com giyanimetals.com @GiyaniMetals #GiyaniMetals 22
Slide 23: Appendix - Botswana Africa's Premier Mining Jurisdiction
APPENDIX - BOTSWANA AFRICA’S PREMIER MINING JURISDICTION Economic & Geopolitically Stability [Insert + Mature Sub Title - Capitaland FirstSupportive Mining Sector Letter of Each Word] STABLE ECONOMY TO INVEST IN • Domestic pension fund assets account for 41 per cent of GDP (USD7Bn) with 30% of which
Slide 24: Appendix - Botswana: Specific Economic Advantages for Giyani
APPENDIX - BOTSWANA AFRICA’S PREMIER MINING JURISDICTION Specific Economic Advantages forTitle [Insert Sub Giyani - Capital First Letter of Each Word] FISCAL ADVANTAGES FOR THE K.HILL PROJECT • One is of the most attractive mining jurisdictions in Africa with political stability and transparency1 •
Slide 25: Appendix - Mass Adoption of EVs Imminent
APPENDIX - MASS ADOPTION OF EVS IMMINENT As BEVs Become Price Competitive with [Insert Sub Title ICEVs,First - Capital Adoption will Letter of Accelerate Each Word] Over the next decade 130 individual lithium-ion Economies of scale drive down the cost of a Battery Megafactories are planned, which wi
Slide 26: Appendix - From Mine to EV
APPENDIX - FROM MINE TO EV The Lithium-Ion Battery[Insert Supply Chain 1 Sub Title - Capital First Letter of Each Word] 1. Benchmark Mineral Intelligence, new lithium-ion battery supply chain data exposes manganese weaknesses. March 2020 26
Slide 27: Appendix - Manganese in Li-ion Batteries
APPENDIX - MANGANESE IN LI-ION BATTERIES Li-ion Batteries have different types [Insert Sub of -cathode Title chemistries Capital First Letter of Each NCM – THE DOMINANT CATHODE FOR AT LEAST THE NEXT 8 YEARS Word] MANGANESE: A SMALL COMPONENT, BUT HERE TO STAY • NCM cathodes are expected to be used i
Slide 28: Appendix - K.Hill Deposit
APPENDIX – K.HILL DEPOSIT Mining, Processing and[Insert UpsideSub Title - Capital First Letter of Each Word] MINING & PROCESSING CHARACTERISTICS North North North North North North Northern Northern portion Northern • Low tonnage mining – 175,000 tpa operation Northern portion portion Northern porti
Slide 29: Appendix - K.Hill 2020-2021 Drill Program
APPENDIX – K.HILL 2020-2021 DRILL PROGRAM Program Summary [Insert Sub Title - Capital First Letter of Each Word] Phase 1 – channel chip sampling program along three outcropping sections of the ore horizon. Phase 2 – RC drilling verification program where four holes will be drilled with a RC rig as t