Metallium Limited · ASX:MTM
Metallium — Shareholder Meeting (November 2026)
31 slides from Metallium's shareholder meeting presentation, Nov 10, 2026
Slide 1: 2026 Annual General Meeting Addresses and Presentation
METALLIUM LIMITED ASX: MTM | OTCQX: MTMCF | MTLMY (ADR) Australia: Perth, Western Australia USA: Houston, Texas ASX Release 10 November 2026 For personal use only 2026 Annual General Meeting Addresses and Presentation Metallium Limited (“Metallium” or the “Company”) (ASX: MTM; OTCQX: MTMCF; OTCQX AD
Slide 2: Address by the Chairman
ASX: MTM | OTCQX: MTMCF and MTLMY (ADR) Address by the Chairman John Hannaford 10 November 2026 For personal use only Opening Good morning, ladies and gentlemen, fellow shareholders, and welcome to the 2026 Annual General Meeting of Metallium. My name is John Hannaford, and it is my privilege to add
Slide 3: Chairman's address: partners and technology licensing
ASX: MTM | OTCQX: MTMCF and MTLMY (ADR) We have also continued to strengthen and protect our intellectual property, with five invention disclosures filed across reactor and processing innovations and patent applications in preparation. Our proprietary PCB pre- processing methods and integrated flows
Slide 4: Outlook for 2027 and closing
ASX: MTM | OTCQX: MTMCF and MTLMY (ADR) Outlook for 2027 Our priority for 2027 is to bring PCB processing at Gator Point into commercial operation. We are progressing the planned 8,000-tonne-per-annum circuit, with initial PCB metal-product revenue conservatively anticipated in For personal use only
Slide 5: Address by the Managing Director and CEO
ASX: MTM | OTCQX: MTMCF and MTLMY (ADR) Address by the Managing Director and Chief Executive Officer Michael Walshe 10 November 2026 For personal use only Slide 1 2026 Annual General Meeting Thank you, John, and good morning, everyone. The past year has been difficult for shareholders, and I underst
Slide 6: Encouraging preliminary PCB results
ASX: MTM | OTCQX: MTMCF and MTLMY (ADR) Slide 6 Encouraging preliminary PCB results Our September quarterly reported preliminary recoveries above 90 per cent for copper, gold, silver, tin and palladium in batched preprocessing testwork, which is extremely encouraging. For personal use only The disti
Slide 7: Feedstock and downstream relationships
ASX: MTM | OTCQX: MTMCF and MTLMY (ADR) Slide 11 Feedstock and downstream relationships As reported in the September quarterly, the PCB supply base under binding arrangements was approximately 4,000 tonnes per annum, around half of the Stage 1 planning basis. This includes Glencore's approximately F
Slide 8: Traxys commercial framework
ASX: MTM | OTCQX: MTMCF and MTLMY (ADR) Slide 16 Traxys commercial framework The Traxys MOU provides a framework to evaluate opportunities across the processing chain. These include sourcing feedstock, potential tolling structures, product marketing and financing. Possible structures include For per
Slide 9: Important information
ASX: MTM | OTCQX: MTMCF and MTLMY (ADR) Michael Walshe Managing Director and Chief Executive Officer For personal use only Slide 22 Important information Please read this presentation with our ASX announcements. Forward looking statements These addresses should be read with the accompanying AGM pres
Slide 10: 2026 Annual General Meeting
rsonal use only 2026 Annual General Meeting Progress since our last AGM and the priorities ahead 10 NOVEMBER 2026 ASX: MTM / OTCQX: MTMCF / ADR: MTLMY
Slide 11: Our commercial focus
OUR COMMERCIAL FOCUS Integrated PCB processing is the immediate priority at Gator Point rsonal use only INTEGRATED PCB PROCESSING WIDER FJH APPLICATIONS Combine proprietary preprocessing IP with FJH treatment of suitable PCB fractions Apply the platform across critical metals and advanced materials.
Slide 12: PCBs: a global metals recovery opportunity
PCBs: A GLOBAL METALS RECOVERY OPPORTUNITY Growing electronics volumes and AI infrastructure support a significant, long-term recovery opportunity GLOBAL E-WASTE (MILLION GLOBAL DATA-CENTRE CAPEX rsonal use only TONNES/YEAR) 82 ~US$800bn US$31.6tn Forecast annual capex spend in 2026 Cumulative capex
Slide 13: The value inside data-centre hardware
THE VALUE INSIDE DATA-CENTRE HARDWARE Metals recovery, with potential additional value from recovering reusable components CORE METALS RECOVERY Copper, Gold, Silver and Palladium rsonal use only Metallium’s focus is selected end-of-life boards and components. NVIDIA & TESLA GPUs Metal content per to
Slide 14: PCB processing: preprocessing IP + FJH
PCB PROCESSING: PREPROCESSING IP + FJH Designed to maximise metal recovery and value from electronic waste PROPRIETARY PRE- FLASH JOULE HEATING INTEGRATED RECOVERY rsonal use only PROCESSING IP Characterise, prepare and separate mixed + Apply feed-specific FJH treatment to suitable = Maximise recove
Slide 15: Highly encouraging preliminary PCB results
HIGHLY ENCOURAGING PRELIMINARY PCB RESULTS Published testwork supports the next stage of process validation Primary Metal Targets: PILOT-SCALE TESTWORK IS HIGHLY ENCOURAGING Above 90% recovery Copper ACROSS ALL VALUABLE METALS: into mixed metal-bearing streams & Gold rsonal use only saleable product
Slide 16: From Rice licence to Texas operations
FROM RICE LICENCE TO TEXAS OPERATIONS Less than 30 months of progress since the original licence was announced in May 2024 Period Milestone What it established rsonal use only May 2024 Rice University FJH licence announced Licensed foundation for developing metals-recovery applications. December 202
Slide 17: Gator Point: capability built in Texas
GATOR POINT: CAPABILITY BUILT IN TEXAS Anahuac, Texas is the centre of our testing, engineering and staged deployment OPERATING PLATFORM rsonal use only Installed FJH equipment supports demonstration and feedstock testing. ENGINEERING CAPABILITY Process control, materials handling and environmental
Slide 18: Multi-reactor chlorination campaign
MULTI-REACTOR CHLORINATION CAMPAIGN A completed engineering milestone in the September quarter 3 12h 0 rsonal use only FJH reactors campaign duration lost-time injuries Coordinated operation under reactive chlorination conditions using PGM-bearing catalytic converter material. Operating data and sam
Slide 19: Scaling new process technology
SCALING NEW PROCESS TECHNOLOGY Commercial readiness requires engineering, sustained operating performance and customer qualification Stage Work required Why it matters rsonal use only Characterise feedstock Optimise complementary processing steps for variable materials Consistent recovery across rep
Slide 20: Feedstock and downstream relationships
FEEDSTOCK AND DOWNSTREAM RELATIONSHIPS Contracted supply and offtake, supported by a developing commercial framework Relationship Disclosed position Role rsonal use only PCB supply base Approximately 4,000 tpa under binding arrangements About half of the 8,000 tpa Stage 1 planning basis Glencore 2,4
Slide 21: Flash Joule Heating
FLASH JOULE HEATING Rapid electrical heating with chemistry tailored to the feedstock rsonal use only 01 02 03 04 PREPARE REACT COLLECT QUALIFY Characterise and condition the Apply rapid heating and controlled Separate targeted products and Validate the product against selected feed. reaction condit
Slide 22: Developing the wider FJH platform
DEVELOPING THE WIDER FJH PLATFORM Targeted work across critical metals and industrial feedstocks Application Progress Development focus rsonal use only Gallium and SBIR Phase II award of up to US$1 million Pilot-scale recovery from electronic waste germanium Validate selected feeds, repeatability an
Slide 23: First technology-services revenue
FIRST TECHNOLOGY-SERVICES REVENUE ECT demonstrates a paid development role for the Gator Point platform US$500,000 rsonal use only initial ECT payment received 12-month R&D and engineering-services program. Up to US$1.4 million total cash consideration, subject to the agreement's terms. ECT reported
Slide 24: Expanding our processing IP
EXPANDING OUR PROCESSING IP Building company-developed technology around the Rice-licensed FJH foundation rsonal use only LICENSED COMPANY-DEVELOPED REACTOR AND FOUNDATION PROCESSING IP APPLICATION DEVELOPMENT Rice-licensed FJH technology for metals recovery, Proprietary PCB preprocessing methods, f
Slide 25: Traxys commercial framework
TRAXYS COMMERCIAL FRAMEWORK A non-binding MOU to evaluate transactions across the processing chain FEEDSTOCK AND PROCESSING rsonal use only Sourcing and aggregation, including potential Traxys-owned or financed feedstocks and tolling structures. PRODUCT MARKETING Qualification, marketing, offtake an
Slide 26: PCB cash generation can support FJH growth
PCB CASH GENERATION CAN SUPPORT FJH GROWTH Strategic objective: reinvest cash from successful PCB operations into the wider technology portfolio rsonal use only PCB PRODUCT CASH AVAILABLE FURTHER FJH REVENUE FOR REINVESTMENT DEVELOPMENT From successful deployment of proprietary After operating costs
Slide 27: Funding staged development
FUNDING STAGED DEVELOPMENT Capital deployment remains focused on the commercial program A$50.7m rsonal use only Cash and cash equivalents at 30 September 2026 Awarded: up to US$1m SBIR Phase II Gallium and germanium pilot development. Funding pipeline: 20+ opportunities U.S. and Canadian funding and
Slide 28: The next operating priorities
THE NEXT OPERATING PRIORITIES The work needed to advance from testing into repeatable commercial activity rsonal use only Priority Next step PCB deployment Progress the integrated PCB flowsheet, Implementation Plan and staged equipment commissioning. Validation and products Reconcile recoveries, cha
Slide 29: PCB commercial outlook
PCB COMMERCIAL OUTLOOK Current planning reflects deployment, commissioning and product requirements FIRST HALF OF CALENDAR 2027 rsonal use only • Progress staged installation, commissioning and operation of the PCB circuit (preprocessing + FJH) at Gator Point. • Initial PCB metal-product revenue is
Slide 30: Thank you
THANK YOU Establish PCB processing at Gator Point and grow our rsonal use only technology portfolio through complementary preprocessing IP and FJH › Deploy and validate integrated PCB processing › Qualify products and build commercial revenue › Aim to reinvest future PCB cash in FJH development Ques
Slide 31: Important information
IMPORTANT INFORMATION Read this presentation with Metallium's ASX announcements REPORTING BASIS DEVELOPMENT RESULTS rsonal use only This presentation summarises public disclosures and management’s strategic priorities as at 4 November 2026. Test results relate to the feedstocks and conditions tested