Qem Limited · ASX:QEM
Qem — Shareholder Meeting (November 2024)
15 slides from Qem's shareholder meeting presentation, Nov 20, 2024
Slide 1: Advancing the Julia Creek Vanadium and Energy Project
For personal use only Advancing the Julia Creek Vanadium and Energy ASX : QEM Project 2024 AGM, November 20, 2024 “We would like to acknowledge the Wunumara people as Traditional Owners and their custodianship of the lands on which QEM operates its Julia Creek Project. We pay our respects to their A
Slide 2: Disclaimer
Disclaimer qldem.com.au Disclaimer To the maximum extent permitted by law, QEM and its directors, employees, agents, advisers and consultants: QEM Limited ACN 167 966 770 (QEM or the Company) is the issuer of this • give no representation or warranty, express or implied, to a recipient presentation.
Slide 3: Disclaimer
Disclaimer qldem.com.au Refer to QEM Limited ASX announcement 27 August 2024 for full details of the Julia Creek Project Scoping Study (including all relevant material assumptions). QEM confirms that it is not aware of any new information or data that materially affects the information included in t
Slide 4: 2024 - Achievements & Milestones
2024 - Achievements & Milestones qldem.com.au Excellent progress made throughout 2024 Jan Renewable energy project sale to Enel Green Power Australia Feb First high purity V2O5 produced from industrial waste For personal use only Mar Significant JORC resource upgrade for both commodities Jul Critica
Slide 5: 2024 Update - JORC and SPE-PRMS Resources
2024 Update - JORC and SPE-PRMS Resources qldem.com.au One of the world’s largest single vanadium resources with significant oil resource. Vanadium V Oil Resource Resource Maiden 1C resource of 6.3 For personal use only MMBBL’s 2,870 654 MMbbl’s Indicated JORC Resource increased by 28% to Mt 32% inc
Slide 6: 2024 Scoping Study Highlights
qldem.com.au 2024 Scoping Study Highlights Post - Tax IRR: Payback Pre - production NPV (8%): Period: CAPEX For personal use only (ex-contingency, owners’ costs & EPCM) AUD 1,106M 16.3% 5 Years AUD 791M Life of Mine: ROM: Annual Total Projected Production: Revenue: V2O5 : $11.5B Personal Use Only 10
Slide 7: Julia Creek Vanadium and Energy Project
Julia Creek Vanadium and Energy Project qldem.com.au 4 EPM’s covering 250km2 in Queensland’s NWMP. Well located on major infrastructure corridor, including Copperstring access. For personal use only Queensland Indicated 7 Inferred Brisbane Inferred Personal Use Only Source: QEM Scoping Study ASX Ann
Slide 8: Environmental Progress
Environmental Progress qldem.com.au Environmental Studies Underway Work Undertaken includes: o A 12-month ground and surface water baseline monitoring assessment has been completed. For personal use only o Two ecological flora and fauna field surveys. This data was captured and used as part of the c
Slide 9: Vanadium Global Production
Vanadium Global Production qldem.com.au IMF predicts 8-fold surge in Market set for strong growth driven by LDES of 4-10 hours+ - VFB V Vanadium Demand by 2050 Market expected to reach VFB demand expected to equate $ 2.36 Billion ~25% of vanadium market For personal use only in 2025 at CAGR of 10.2%
Slide 10: Building a Renewable Future with Vanadium Flow Batteries (VFB)
Energy Renewable Storage qldem.com.au Building a Renewable Future with Vanadium Flow Batteries (VFB) Vanadium Lithium For personal use only 100,000+ (20 - 30 Years) LONG ASSET LIFE - Number of Cycles 3,000 - 10,000+ (5 - 7 Years) Low Self Discharge (Stays Charged) Long Duration Energy Storage (LDES
Slide 11: VFB Global Installations
VFB Global Installations qldem.com.au Approx. 300 large scale VFB projects worldwide under construction or operational (Vanitec 2024) For personal use only Examples of Australian VFB installations: Personal Use Only Yadlamalka Energy - grid scale VFBs Source: Vanitec. QEM Limited: Full Member of Van
Slide 12: QEM's ESG Update
QEM’s ESG UPDATE QEM’s ESG Focus Areas* qldem.com.au Highlights and achievements H1 2024: ● 10th consecutive quarter that QEM is monitoring and disclosing the Company’s ESG progress and initiatives For personal use only via Socialsuite’s ESG Go platform. ● QEM’s investment in our Julia Creek communi
Slide 13: Strong Government Support
Strong Government Support qldem.com.au A framework of support across the Value Chain For personal use only Personal Use Only National Battery Testing Centre 13
Slide 14: Right Project at Right Time
qldem.com.au Right Project at Right Time • Multi Commodity Exposure in high growth markets Target milestones to 2026 • Globally significant Critical Minerals opportunity • Complete MET test work For personal use only • Domestic Fuel Security • Enter Pre-feasibility Study • Strong Government Support-
Slide 15: Get in touch
qldem.com.au Get in touch: For personal use only Gavin Loyden Managing Director gavin@qldem.com.au Personal Use Only Call: + 61 7 5646 9553 Visit: qldem.com.au Follow us: 15