Critical Minerals Group Ltd. · ASX:CMG
Critical Minerals — Investor Presentation (June 2026)
22 slides from Critical Minerals's investor presentation, Jun 15, 2026
Slide 1: Critical Minerals Group – Investor Presentation (ASX Announcement)
ASX Announcement ASX: CMG 15 June 2026 Critical Minerals Group – Investor Presentation Critical Minerals Group (ASX: CMG) (“the Company”) is pleased to release CMG’s For personal use only June 2026 Investor Presentation, which sets out our strategy to deliver a vertically integrated vanadium supply
Slide 2: Delivering Australia's Vanadium Electrolyte Supply Chain
For personal use only Delivering Australia’s Vanadium Electrolyte Supply Chain June 2026
Slide 3: Disclaimer
Disclaimer s For personal use only Critical Minerals Group Limited ACN 652 994 726 (CMG or the company) is the issuer of this presentation. Forward Looking Statements Securities Disclaimer This presentation contains ‘forward-looking statements’ that are based on the company’s expectations, estimates
Slide 4: Investment thesis
For personal use only Investment thesis
Slide 5: The investment thesis
The investment thesis For personal use only CMG is building the upstream and midstream supply chain for vanadium flow batteries — from mine to electrolyte. CMG's strategy captures value across the full vanadium supply chain, from mine extraction through to battery-grade electrolyte manufacture, posi
Slide 6: Strategy: why upstream and midstream
Strategy : why upstream and midstream CMG is focusing on upstream and midstream supply to support energy storage demand from data centre build out For personal use only and the energy transition. The focus is a clear, asset-backed supply chain proposition to generate early cash. CMG Focus To meet da
Slide 7: Market opportunity
For personal use only Market opportunity
Slide 8: AI data centres — an unexpected vanadium demand catalyst
AI data centres — an unexpected vanadium demand catalyst * The storage problem lithium-ion cannot solve For personal use only 945 TWh 606 TWh 300 GWh Global data centre US data centre AI data centre battery power demand by 2030 demand by 2030 storage by 2030 The 10% scenario If VRFBs capture just 10
Slide 9: Market opportunity highlights
Market opportunity highlights * For personal use only Structural vanadium AI data centres — US national security deficit incoming an unexpected demand backstop — Project Vault catalyst Global supply is ~100-130,000 tpa If VFB’s** could capture just 10% of February 2026: Trump launches $12B with 90%
Slide 10: The vanadium flow battery moment
The vanadium flow battery moment Long-duration storage is moving from policy need to procurement reality, with VFBs suited to 4–8+ hour applications. For personal use only US$2.2B >100 ktpa TRL 9/9 47% Global VFB market 2025 Vanadium demand required CSIRO VFB maturity rating — Australia's share of g
Slide 11: Vanadium electrolyte: the product that matters
Vanadium electrolyte: the product that matters Electrolyte is the supply-critical commercial product inside a vanadium flow battery. For personal use only Priced per litre, carrying a conversion premium Commercial above raw V₂O₅. Anticipating Vanadium Electrolyte product sales revenue approx. A$6.50
Slide 12: Asset and project quality
For personal use only Asset and project quality
Slide 13: The asset: resource and geology
The asset: resource and geology Lindfield provides the scale to support CMG's upstream supply ambition and midstream product strategy. For personal use only 713 Mt 0.32% Long mine life Low strip ratio 130 ppm JORC Resource Average V₂O₅ grade Large resource base <20m depth Molybdenum (Mo) (Indicated
Slide 14: Integrated asset: mine, processing, electrolyte
Integrated asset: mine, processing, electrolyte Vertical integration is the core advantage: mine to V₂O₅ to electrolyte with direct control over quality and margin capture. For personal use only Mine Lindfield Beneficiation & Leaching V2O5 production VE Manufacturing Customer Delivery Julia Creek, Q
Slide 15: PFS in review milestone: what it means for investors
PFS in review milestone: what it means for investors A Pre-Feasibility Study is in final review, expected by July 2026 and will set out Capex, Opex, production schedule and For personal use only project economics. Exploration Scoping study PFS July 2026 Feasibility study Permitting & FID Constructio
Slide 16: Commercial strategy
For personal use only Commercial strategy
Slide 17: Commercial strategy: electrolyte sales
Commercial strategy: electrolyte sales The revenue model centres on qualified vanadium electrolyte supply for VFB manufacturers, integrators For personal use only and large energy users. 01 VFB manufacturers & integrators 02 Data centres & energy partners 03 Industrial & grid customers Direct supply
Slide 18: Why CMG wins: competitive positioning
Why CMG wins: competitive positioning CMG's edge is an integrated Queensland asset base with the earliest path to market among Western VE producers. For personal use only Criteria CMG (ASX: CMG) Imported Supply Other Western Projects Project-specific; many still in Resource base 713 Mt JORC; own-min
Slide 19: Why now
Critical Minerals Group Why now
Slide 20: Why now: the opportunity window
Why now: the opportunity window Four converging forces create a narrow first-mover window for Western vanadium electrolyte producers. For personal use only Demand Project Policy Supply VFB procurement is CMG is at the credibility Western governments China dependency creates accelerating inflection (
Slide 21: For personal use only
For personal use only Australia's first vertically integrated vanadium supply chain, from mine to battery-grade electrolyte, PFS in review, commercially advanced, and engaged in offtake conversations. ASX: CMG criticalmineralsgroup.com | investors@criticalmineralsgroup.com.au Authorised for release
Slide 22: CMG Share Register
For personal use only CMG Share Register Shareholder Holding Holding % Idemitsu Lindfield Pty Ltd 42,700,886 41.07% Cape Coal Pty Ltd 8,410,080 8.09% Austpec Investments Pty Ltd 5,010,000 4.82% Mr G Redelinghuys & Mrs T Redelinghuys 4,363,419 4.19% IGS Capital Pty Ltd 4,611,569 4.44% Latimore Family
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