Critical Metals Plc · LSE:CRTM
Critical Metals — Investor Presentation (April 2021)
16 slides from Critical Metals's investor presentation, Apr 1, 2021
Slide 1: Corporate Presentation Q2 2021
1 C O R P O R AT E P R E S E N TAT I O N – Q 2 2 0 2 1 B R I N G I N G C R I T I C A L M E TA L S TO T H E G LO B A L M A R K E T Critical Metals PLC | Corporate Presentation | Q2 2021
Slide 2: Disclaimer
Disclaimer 2 The information contained in these slides and this presentation is being supplied to you by Critical Metals PLC (the “Company”) solely for your information and may not be reproduced or redistributed in whole or in part to any other person. This content of this document has not been appr
Slide 3: Overview
Overview 3 The Directors are looking to build a profitable international mining company targeting opportunities in critical and strategic metals. Seeking to identify the investment gaps in the small-mine market primarily in the critical metal arena, where supply/demand fundamentals are forecasted to
Slide 4: Corporate Data
Corporate Data 4 MARKET SHARE SHARES IN WARRANTS FULLY TICKER MARKET OPTIONS CAP PRICE * ISSUE @ 10p ** DILUTED LSE CRTM £6.9 million 16.50p 40,109,735 11,699,735 0 51,809,470 STANDARD SHAREHOLDERS * as of 31 March 2021 ** expire on Sept 28 2022 Critical Metals PLC | Corporate Presentation | Q2 2021
Slide 5: Key Value Drivers
Key Value Drivers 5 Strategy Opportunity Expertise • Focus on metals which have been • Seek to exploit the gap in investing • Board and Advisors together have identified as playing an important in small-to-medium sized projects, extensive experience in mine role in economic and technological due to
Slide 6: Management Biographies
Management Biographies 6 Russell Fryer | Chairman and Chief Executive Officer Former commodities fund manager with a background in engineering and experience in developed and developing markets focusing on investing in natural resources companies. Mr. Fryer was formerly the Chairman of Ecometals Lim
Slide 7: Target Selection Profile
Target Selection Profile 7 Critical Metals Source: Study on Critical Raw Materials at EU Level (Oakdene Hollins), with the circle added by the Company Focus on “critical” metals Critical metals Target Geography: as defined by USA, BGS, opportunities like Sb & Cu in polymetallic gold Initially Africa
Slide 8: Target Metals
Target Metals 8 The Company regards its target metals as a BGS EU PNAS USGS subset of the criticality lists published by the (2015) (2017) (2015) (2018) British Geological Society, the EU and the USA. Antimony 2 ü ü ü Favourable supply/demand dynamics within Beryllium 18 ü ü ü metal grouping. Cesium
Slide 9: Dynamics of Targeted Critical Metals
Dynamics of Targeted Critical Metals 9 Metal Primary Secondary Critical Applications Global Strategic Concerns Source Source Antimony China Myanmar Fire retardants, lead alloys, molten salt China has been a dominant player as miner and applications refiner since 1850s Beryllium USA Kazakhstan Copper
Slide 10: Market in Numbers
Market in Numbers 10 Demand/Supply of Copper Rare Earth Compounded annual growth rate that is expected between 2017 and 2021 for the global rare-earth metal market is 13.7%. Vanadium 10-Year Chart The market is under supplied with demand set to increase from 23.6mnt in 2018 to 29.8mnt by 2027 - at 2
Slide 11: Project Valuation
Target Selection Profile – Development 11 Initial focus on investments into brownfield, near-term production opportunities Project Valuation CRTM Focus Prioritising cash flow generation over exploration upside Balance sheet strength reduces Typical Junior Mining Focus need for dilution Low entry cos
Slide 12: Investment Path – Post IPO
Investment Path – Post IPO 1 12 Look to identify potential targets & initiate talks where applicable. 3 Generate project cash flow within twelve months. 5 Enter in negotiations with other opportunities of interest. 2 Look to complete Equity or Debt investment(s) within a short period of time. 4 Stab
Slide 13: Post RTO Investment Strategy
Post RTO Investment Strategy 13 The Company’s investment strategy is a series of investments consisting of: (a) The three-year goal to have cash-flowing mines/operations in five different jurisdictions; (b) undertake acquisitions of equity interests in target companies or businesses (each an “Acquis
Slide 14: Potential Investment Targets in Africa
Potential Investment Targets in Africa 14 Companies that operate in the following areas: Brownfield copper/cobalt mine(s) Brownfield tantalum/tin mine(s) Brownfield vanadium mine & property(s) Brownfield tantalum/niobium mine(s) Brownfield tungsten/tin mine Brownfield antimony/gold mine(
Slide 15: Investment Benefits for Shareholders
Investment Benefits for Shareholders 15 Focused on strategic, in-demand critical minerals Several potential brown-fields targets of interest already identified Jurisdictional, political, and mineral diversification. Ideally 5 cash-flowing mines in 5 countries Highly experienced executive and mining
Slide 16: Information Table
Information Table 16 Country of Incorporation England and Wales The Broadgate Tower Registered Office 20 Primrose Street London, EC2A 2EW Registrar Share Registrars Limited Company Secretary Hill Dickinson Services (London) Limited Auditors PKF Littlejohn LLP Lawyers Hill Dickinson LLP Corporate Adv