Metallium Limited · ASX:MTM
Metallium — Small & Mid-Cap Conference 2025
18 slides from Metallium's conference presentation, Sep 24, 2025
Slide 1: Revolutionary Metal Recovery Technology
For personal use only Revolutionary Metal Recovery Technology Small & Mid-Cap Conference 2025, Sydney Australia 24 September 2025 Metallium Ltd ASX: MTM / OTCQX: MTMCF
Slide 2: Disclaimers
Disclaimers This presentation has been prepared by Metallium Ltd (ACN 645 885 463) (“Metallium”, “MTM’ or “Company”) for the exclusive The figures, valuations, forecasts, estimates, opinions and projections contained herein involve elements of subjective judgment and use of the party to whom Metalli
Slide 3: Forging a U.S. National Platform for Strategic Metals Recovery
Forging a U.S. National Platform for Strategic Metals Recovery For personal use only U.S.-focused Industrial ASX: MTM / OTCQB: MTMCF Technology Company with a patented process to recover Metals from both Waste and Ore, more efficiently and economically vs. traditional methods 3
Slide 4: Corporate Overview and Shareholder Breakdown
SHAREHOLDER BREAKDOWN Corporate Overview Institutional Ownership Board, Management & Insiders 33% 10% ASX: MTM Other Top 20 As at 17 Jan 2025 14% Top 20 Holders: Remainder SHARE PRICE MARKET CAPITALISATION 56% For personal use only 43% A$1.17 A$714m * Institutional 33% As at 23 Sept 2025 As at 23 Se
Slide 5: Board & Senior Management
Board & Senior Management For personal use only Michael Walshe Steve Ragiel John Hannaford Tony Hadley Paul Niardone B.Eng. (Hons) Chemical, MIEAust BCom, FFin B.Sc. (Extractive Metallurgy & Chemistry) MBA, BA BCHe, Chemical Engineering CPEng, MBA (Finance), MAusIMM Managing Director & CEO President
Slide 6: The Industry's Technology Problem
The Industry’s Technology Problem Legacy Metal Processing Tech is Costly and Unsustainable For personal use only ✓ Traditional methods: High-energy smelting (1,000°C+) or kiln-based PYROMETALLURGY heating over long time periods, low yields. Energy intensive, fossil-fuel powered ✓ Environmental cost:
Slide 7: Metallium's Elegant Solution: Ultrafast Heating + Proprietary Chemistry
Metallium’s Elegant Solution: ULTRAFAST HEATING + PROPRIETARY CHEMISTRY Flash Joule Heating Ultrafast Heating We apply a short burst of electric energy to crushed ore or waste. The feed For personal use only Metal Recovered heats in very short timeframes. FJH Bearing Metal Process Proprietary Chemis
Slide 8: Commercial Readiness: Texas Technology Campus
Commercial Readiness Metallium’s U.S. Technology Campus will house our first commercial plant Texas Technology Campus and serve as a hub for ongoing R&D and future expansion. For personal use only Prime Location in Houston Industrial Corridor Strategic location offers direct access to Interstate 10,
Slide 9: Primary Focus Feedstocks
Primary Focus Feedstocks – Critical and Precious Metals with High-Value Materials First highly compelling economics For personal use only Gallium / Germanium / Indium (semiconductor or refinery scrap) ✓ Gallium, Germanium, Indium - the hidden semiconductors of AI, chips, and fibre optics. Access to
Slide 10: Our Business Model: Two Engines of Value
Our Business Model: Two Engines of Value How do we monetise this moat? Through two core Business Units URBAN MINING (WASTE RECYCLING) MINERAL PROCESSING (MINING PROJECTS) For personal use only Technology Metals: Electronic Waste: Rare Earth Elements Red Mud (REEs) (Bauxite Residue) Gallium, Germaniu
Slide 11: Metallium's Focus Metals Align with U.S. Strategic Priorities
Metallium’s Focus Metals Align with U.S. Strategic Priorities U.S. Department of Energy – 2025 Draft Critical Materials Assessment Critical Metals For personal use only • REEs, Sb, Ga, Ge, In: DOE-designated critical. • Used in semiconductors, AI, clean energy, defence etc • All are 90–100% import-r
Slide 12: Proof of Execution
Proof of Execution • A$50m institutional raise – Jun 2025 • E-Waste supply: 2 x major U.S. / A$15.5m raised Q4 2024 players – Q2 2025 For personal use only Capital • Uplisted to OTCQX – Jul 2025 Industrial • Vedanta, Indium Corporation, Meteoric Resources & Markets • Added to S&P/ASX All Ords – Sep
Slide 13: The U.S. Rare Earths Vulnerability
The U.S. Click Rare to edit Earths Master Vulnerability title style Critical Risk to National Security, Economic Competitiveness, and Manufacturing Independence CHINA'S CONTROL: REE DOMINANCE CURRENT CRISIS — 2025: For personal use only ✓ 70% of mined REEs ✓ China imposes export curbs on REE magnets
Slide 14: Decoupling from China: Building the Future of REE Processing in the U.S.
Decoupling from China: Building the Future of REE Processing in the U.S. Binding Agreement with Ucore Rare Metals (TSXV: UCU) - Sep 2025 For personal use only ✓ Strategic Synergy – Integration of FJH with Ucore’s RapidSX , enabling diverse REE feedstocks to be processed into separated oxides in U.S.
Slide 15: U.S. National Commercial Sites: Rollout Plan
U.S. National Commercial Sites: Rollout Plan Strategic Multisite Deployment Plan – Pre-Permitted U.S. Network Anchored in Texas For personal use only ▪ Texas Hub Secured: Pre-permitted anchor site in Houston for near-term commissioning. ▪ Expansion Pipeline: Additional sites secured/shortlisted near
Slide 16: Execution Roadmap – Key Milestones Through Early 2026
Execution Roadmap – Key Milestones Through Early 2026* U.S. Operations Commercial Pathway U.S. & Capital Markets / Global Expansion Federal Grants For personal use only • Construction • Licensing pathway • U.S. site rollout • U.S. Listing Review – completion for Line 1 initiated – MOU or beyond Texa
Slide 17: Executive Summary
Executive Summary → Proprietary Technology with No Direct Rival / Unique Moat Flash Joule Heating (FJH) - no equivalent exists in commercial refining. For personal use only → Economically Disruptive Metal Recovery vs Traditional Processing Simplifies complex flowsheets, eliminates acids and smelting
Slide 18: The Future of Metals Recovery – Contact us
The Future of Metals Recovery – Contact us to learn more or for partnership discussions For personal use only Michael Walshe Managing Director & Chief Executive Officer Metallium Ltd Stock Exchange Investor and Announcement Engagement Metallium Ltd ASX Unit 4, 22 Railway Road, Subiaco, Western Austr