Energy Transition Minerals Ltd. · ASX:ETM
Energy Transition Minerals — Noosa Mining Conference 2025
23 slides from Energy Transition Minerals's conference presentation, Nov 11, 2025
Slide 1: Shaping the future of Europe’s critical metals supply
Shaping the future of Europe’s critical metals supply Kvanefjeld Rare Earths Project, Greenland Penouta Tin-Tantalum-Niobium Mine, Spain Noosa Mining Conference | November 2025 ASX: ETM 1
Slide 2: Disclaimer and Cautionary Statements
Disclaimer and Cautionary Statements Important Notice and Disclaimer: This presentation is dated 11 November 2025 and provides a high-level overview of Energy Transition Minerals Ltd ("ETM" or the "Company") and its activities as at the date of release. It contains summary information only and does
Slide 3: Disclaimer and Cautionary Statements (cont’d)
Disclaimer and Cautionary Statements (cont’d) Investment Risk: There are a number of risks specific to the Company, as well as general risks that may affect the future operating and financial performance of the Company and the value of an investment in the Company. These include, but are not limited
Slide 4: High-quality asset base with the potential to shape the future of Europe’s critical metals supply
High-quality asset base with the potential to shape the future of Europe’s critical metals supply GREENLAND CANADA Kvanefjeld Rare Earths Project, Greenland Solo and Good Setting Lithium Penouta Tin- Projects, Canada Tantalum-Niobium Project, Spain UNITED STATES Villasrubias JV, Aldeadávila, El Payo
Slide 5: ETM – Investment Highlights
ETM – Investment Highlights US Government prioritizing Spotlight on Kvanefjeld rare earths supply – 60 minutes Major recent investments in MP Materials Highlighted the project’s strategic to expand processing capabilities importance to a wide audience 10-year off-take and price floor ETM secures Eur
Slide 6: US Government – Priority Policy
US Government – Priority Policy 6 ASX: ETM 6
Slide 7: Strategic Advisors
Strategic Advisors Jeppe Kofod Friis Arne Petersen Former Danish Minister for Foreign Affairs (2019-2022) Former Danish Ambassador to the United States Extensive experience in foreign affairs and European policy 40+ years in Danish diplomacy and public administration Served as Member of European Par
Slide 8: Asset Overview – Kvanefjeld Project
Asset Overview – Kvanefjeld Project Potential to become a globally significant rare-earth project • Globally significant deposit of neodymium and praseodymium – key for the manufacture of permanent magnets used in technology applications • JORC Mineral Resource of 1 billion tonnes @ 1.1% REO* • Meas
Slide 9: Kvanefjeld – Strategic Location and Access
Kvanefjeld – Strategic Location and Access Favourable location in southern Greenland Narsarsuaq international airport is 35km away, 4h 50m flight from Copenhagen Year-round direct shipping access via deep water fjords that lead directly to the North Atlantic Ocean Climatically – mildest part of Gree
Slide 10: Kvanefjeld – Exploitation Licence
Kvanefjeld – Exploitation Licence Fundamental right to an Exploitation Licence • Under Greenland’s Minerals Act, an Exploration Licence automatically entitles the holder to an Exploitation Licence once all conditions are met • The Government cannot refuse an Exploitation Licence if the holder has co
Slide 11: Kvanefjeld – Uranium Act
Kvanefjeld – Uranium Act North Atlantic Ocean KVANEFJELD TASEQ BASIN (mine area) NARSAQ VALLEY Uranium Act • Greenlandic parliamentary election 2021 • IA Party formed government • Act No 20 (Uranium Act) passed December 2021 • Uranium Act prohibits exploration for or production of uranium above a 10
Slide 12: Kvanefjeld – Arbitration
Kvanefjeld – Arbitration Throughout its tenure at Kvanefjeld, ETM has always adhered to all environmental guidelines and international best practices. In December 2021, the Greenlandic Parliament passed Act No. 20 (the Uranium Act), which has prevented the Company from developing the Project or prog
Slide 13: Kvanefjeld – Arbitration
Kvanefjeld – Arbitration • ETM’s wholly-owned subsidiary Greenland Minerals fully complied with its Exploration Licence and minerals legislation • The licensing process has been underway for several years • The Environmental Impact Assessment (EIA) took years to complete and was submitted for review
Slide 14: Kvanefjeld – Legal Proceedings
Kvanefjeld – Legal Proceedings • In 2024, ETM’s subsidiary Greenland Minerals commenced parallel legal proceedings against the Governments of Greenland and Denmark • The Company is seeking relief on the following grounds: • Right to exploitation licence under the Greenlandic law • The Uranium Act is
Slide 15: Penouta Tin-Tantalum-Niobium Project – One-of-a-kind in Europe
Penouta Tin-Tantalum-Niobium Project – One-of-a-kind in Europe FRANCE SPAIN PORTUGAL GIBRALTAR 15 ASX: ETM 15
Slide 16: Penouta – One-of-a-kind in Europe
Penouta – One-of-a-kind in Europe ETM secures the Penouta Project in Spain: Europe’s only Tin-Tantalum-Niobium Mine 16 ASX: ETM 16
Slide 17: Penouta – One-of-a-kind in Europe
Penouta – One-of-a-kind in Europe • Recent production and off-take: ETM is acquiring the project through the insolvency process of Strategic Minerals Spain; the Penouta Mine last operated as recently as October 2024 • Strategic EU Critical Minerals Asset: Penouta is Europe’s only developed tin-tanta
Slide 18: Penouta – One-of-a-kind in Europe
Penouta – One-of-a-kind in Europe Foreign Mineral Resource calculated by SRK Consulting (UK) Ltd Grade Metal Tonnes Category (Mt) Ta2O5 Eq Sn Ta Ta2O5 Sn Ta (ppm) (ppm) (ppm) (ppm) (kt) (kt) Measured 7.6 184 600 85 103 4.6 0.6 Indicated 68.6 145 426 72 88 29.2 4.9 Total M&I 76.3 149 443 73 89 33.8 5
Slide 19: Penouta – One-of-a-kind in Europe
Penouta – One-of-a-kind in Europe Strategic Importance Strengthens ETM’s Ethical and Secure Short-Term Established Efficient Logistics position to become a key Tantalum Supply Revenue Potential Infrastructure and Market Access future supplier of critical • Tantalum is essential • Potential to move i
Slide 20: Corporate Information
Corporate Information Corporate Structure Ownership Structure1 A$0.08 1,980M 6.5% Share Price Shares 15.5% (10 Nov 2025) on issue 69.1% 8.9% A$158.4 A$33.9M Market Capitalisation Net Cash (undiluted) (as at 30 Sep 2025) A$124.5M Shenge Resources 6.5% OCJ Investment (Australia) Pty Ltd 15.5% Enterpri
Slide 21: Corporate Information
Corporate Information Board of Directors Simon Kidston Daniel Mamadou Sara Kelly Mark Saxon Aris Stamoulis Gan Lu Amy Jiang Non-Executive Chair Managing Director Executive Director Independent Director Independent Director Non-Executive Director Non-Executive Director • Former investment • Managing
Slide 22: Kvanefjeld – Mineral Resources
Kvanefjeld – Mineral Resources Table of Mineral Resources – Rare Earth Elements, Uranium Oxide and Zinc 1. There is greater coverage of assays for uranium than other elements owing to historical spectral assays. U 2O8 has therefore been used to define the cutoff grades to maximise the confidence in
Slide 23: ASX: ETM ACN 118 463 004
Tel: +61 8 9382 2322 Level 6, 111 Collins Street Melbourne VIC 3000 Australia Nuugaarmiunt 523B PO Box 156, Narsaq Greenland 3921 ASX: ETM ACN 118 463 004 info@etransmin.com www.etransmin.com 23 23
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