Metallium Limited · ASX:MTM
Metallium — MTM Critical Metals — Investor Presentation (July 2024)
26 slides from Metallium's investor presentation, Jul 3, 2024
Slide 1: Revolutionising Metal Recovery and Processing with Breakthrough FJH Technology
For personal use only Revolutionising Metal Recovery and Processing with Breakthrough FJH Technology JULY 2024
Slide 2: Our Plan is to Innovate and Disrupt how Critical Metals are Recovered
Our Plan is to Innovate and Disrupt how Critical Metals are Recovered from Ores & Waste For personal use only MTM is focused on commercialising Flash Joule Heating (FJH) ORE WASTE technology which has the potential for cheaper metal recovery from ores & waste. POSSIBILITIES & POTENTIAL: ⇒ Extract va
Slide 3: Core Patent Protected Innovation
Core Patent Protected Innovation Joule’s Law of Heating: Heat is produced For personal use only from the collision of electrons in a conductor HEAT A metal or mineral will act like a conductor Conductor Flash Joule Heating (FJH) 1. Direct current rapidly passes through a material. 2. The resistance
Slide 4: Partners
Partners KNIGHTHAWLK ENGINEERING For personal use only FJH PIONEERS / R&D METALLURGY R&D ENGINEERING DESIGN & SCALE-UP MTM has a Global Licence Agreement for Flash Murdoch University is one of the leading centres of KnightHawk was founded in 1991 and specializes Joule Heating Technology with Rice Un
Slide 5: Flash Joule Heating Potential
Flash Joule Heating Potential 1. Extract valuable metals from For personal use only industrial waste streams Spent Li-Ion Coal Fly Bauxite E-Waste Batteries Ash Residue 2. Improve performance of mineral processing operations Lithium Rare Earths Gold Niobium
Slide 6: Business Model
Business Model MTM BUSINESS UNITS For personal use only FLASH METALS CRITICAL MINERALS EXPLORATION METALS FROM WASTE MINERALS PROCESSING • Exploring for critical minerals in Australia • Extract valuable metals from industrial • Improve performance of mineral & Canada waste streams processing operati
Slide 7: Huge addressable market & multibillion $ verticals
Huge addressable market & multibillion $ verticals E-Waste Battery Waste Mineral Processing For personal use only Global Market USD 50B USD 10B Lithium: USD 30B Value (2022) REE: USD 20B Projected Value USD 90B USD 60B Lithium: USD 60B (2027-2030) REE: USD 75B Cu Anode Current Collector Enhanced rec
Slide 8: Value Creation Strategy
Value Creation Strategy STAGE 1 STAGE 2 STAGE 3 For personal use only TECHNOLOGY STRATEGIC FUNDED LICENSING SALES LEADERSHIP PARTNERSHIPS INNOVATION INCOME GROWTH Bench scale plant / proof of Pilot scale plant / Refinement Commercial scale demo plant / concepts / industry & Optimisation / Continuous
Slide 9: Value Creation Strategy
Value Creation Strategy STAGE 1 STAGE 2 STAGE 3 For personal use only TECHNOLOGY STRATEGIC FUNDED LICENSING SALES LEADERSHIP PARTNERSHIPS INNOVATION INCOME GROWTH Commercialise ‘game Partner with industrial Seek strategic Target key industrial changing’ metal leaders collaborations with players who
Slide 10: Testing completed and / or in progress
Testing completed and / or in progress 1. Extract metals from industrial waste PURPOSE For personal use only Coal Fly Bauxite Spent Li-Ion • Recover high value E-Waste Metals such as Rare Ash Residue battery Earths, Rubidium, Gold, IN PROGRESS IN PROGRESS IN PROGRESS PLANNED Silver, Tin etc from was
Slide 11: Potential Innovations in Minerals Processing
For personal use only POTENTIAL INNOVATIONS IN MINERALS PROCESSING CURRENT FOCUS: LITHIUM & RARE EARTH ELEMENTS
Slide 12: The Problem: Energy Usage & CO2 Emissions in Mining and Refining
The Problem: Mining & Metal Refining globally is responsible for significant Energy Usage & CO2 Emissions For personal use only ~2% of Global ~10% of ~50% of this Majority of this Energy Global CO2 energy is for energy from Consumption Emissions process fossil fuels heating MTM REFERENCE: CRITICAL M
Slide 13: Why Target Lithium Flowsheets?
Why Target Lithium Flowsheets? The traditional flowsheet involves the use of Calcination & Roasting – both consuming very high For personal use only amounts of fossil fuel-derived energy & emitting large amounts of CO2 OPPORTUNITY / POTENTIAL FOR FJH TO: Reduce the energy, acid consumption or CO2 em
Slide 14: Why Target Lithium Flowsheets? Calcination & Roasting
Why Target Lithium Flowsheets? Calcination & Roasting – Allowing lithium to be recovered from refractory spodumene For personal use only BACKGROUND 1. Naturally occurring spodumene (‘α-spodumene’) has a monoclinic crystal structure. 2. α-spodumene is “refractory” and is not amenable to leaching usin
Slide 15: Lithium Hydroxide Flowsheet
Lithium Hydroxide Flowsheet Ore to battery-grade product Focus on the Acid-Roast sulphation route For personal use only 1. Mining and Crushing: Extraction of spodumene ore and crushing it into smaller particles. 2. Beneficiation: Separating spodumene from other minerals in the ore. 3. Calcination: C
Slide 16: Why Target Lithium Flowsheets?
Why Target Lithium Flowsheets? The traditional flowsheet involves the use of Calcination & Roasting – both consuming very high amounts of fossil fuel-derived energy & emitting large amounts of CO2 For personal use only Typical Lithium Hydroxide Process Unit Operation Energy Consumption & CO2 Intensi
Slide 17: Why Target Rare Earth Element Flowsheets?
Why Target Rare Earth Element Flowsheets? The traditional flowsheet involves the use of Acid Baking – a process that consumes very high For personal use only amounts of fossil fuel-derived energy & emits large amounts of CO2 OPPORTUNITY / POTENTIAL FOR FJH TO: Could FJH reduce the energy, acid consu
Slide 18: Rare Earth Element Process Flowsheet
Rare Earth Element Process Flowsheet Ore to separated RE oxides with a focus on the acid bake step For personal use only 1. Mining and Crushing : Extraction of MONAZITE ore and crushing it into smaller particles. 2. Beneficiation: Separating MONAZITE from other minerals in the ore, e.g. flotation or
Slide 19: Investment Thesis
Investment Thesis MTM has multiple pathways to value creation for shareholders For personal use only DISRUPTIVE TECH INDUSTRY STRATEGIC EXPLORATION WITH BROAD COLLABORATIONS & POSITIONING UPSIDE FOR APPLICATIONS JOINT VENTURES & FUNDING NIOBIUM & REE • Game-Changing • Ongoing discussions • Actively
Slide 20: Newsflow & Major Catalysts 2024 and Beyond
Newsflow & Major Catalysts 2024 and Beyond • Publish FJH testing results on various waste sources. • Highlighted improvements in minerals processing applications. For personal use only Ongoing Testing • Form partnerships with top-tier mining and chemical companies. Expanding • Initiate pilot project
Slide 21: Appendices
For personal use only APPENDICES
Slide 22: Recent Success Extracting REE From Coal Fly Ash
Recent Success Extracting REE From Coal Fly Ash For personal use only 22
Slide 23: Board & Management
Board & Management For personal use only John Hannaford David Izzard Tony Hadley Paul Niardone Steve Ragiel Michael Walshe Non-Executive Chairman Non-Executive Director Non-Executive Director Non-Executive Director CEO – US Operations Technical Advisor An experienced corporate A highly experienced E
Slide 24: Corporate Overview
Corporate Overview For personal use only Share price Market capitalisation Board & Management ownership A$0.039 A$11.0m 5.9% As at 28 June 2024 As at 28 June 2024 As at 28 June 2024 (52 week high $0.21, low $0.021) Shares on issue Cash 281.1m A$3.8m ASX Share price performance ($A) 12 months to 28 J
Slide 25: Disclaimers
Disclaimers For personal use only This presentation has been prepared by MTM Critical Metals Limited (ACN 645 885 463) (“MTM Critical Metals”, “MTM’ or It is a requirement of the ASX Listing Rules that the reporting of exploration results in Australia comply with the Joint Ore Reserves “Company”) fo
Slide 26: Contact
For personal use only CONTACT MTM Critical Metals Limited Suite 2, 38 Colin Street, West Perth, WA 6005 John Hannaford Phone 08 6391 0112 | Email info@mtmmetals.com.au Chairman, MTM Critical Metals Ltd ASX:MTM Email: john.hannaford@mtmmetals.com.au mtmmetals.com.au Cell: +61 419 042 769 Steven Ragie
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