European Green Transition Plc · LSE:EGT

European Green Transition — Investor Presentation (May 2023)

30 slides from European Green Transition's investor presentation, May 2023

  1. Slide 1: Critical Metals In Europe For Europe – Introduction Presentation Q2 2023

    Critical Metals In Europe For Europe – Introduction Presentation Q2 2023

  2. Slide 2: Overview

    OV E RV I E W A natural resource company focussed on the exploration and development of critical metal projects in Europe, particularly COMMODITY targeting Rare Earth Elements (REEs) and graphite, also lithium, cobalt and tin/tungsten. Established portfolio of projects in Sweden and Germany, in supp

  3. Slide 3: Board

    B OA R D Highly experienced mining and finance team with the ability to drive growth David, an economic geologist with 35 years worldwide experience, founded AIM listed Horizonte Minerals Plc, which is developing two Tier 1 David Hall nickel projects in Brazil including the Araguaia project that sec

  4. Slide 4: Global Operational Experience in Resource Development

    G LO B A L O P E R AT I O N A L E X P E R I E N C E I N R E S O U R C E D E V E LO P M E N T Corporate Presentation l Q1 2023 4

  5. Slide 5: A Strong Partner for Resource Development

    A S T RO N G PA RT N E R FO R R ES O U RC E D E V E LO P M E N T Experience and knowledge are paramount to maintaining development equilibrium Corporate Presentation l Q1 2023 5

  6. Slide 6: Strategy

    ST R AT EGY 1. 2. 3. Define, acquire, develop and ultimately put Utilise defined environmentally and socially Instigate co-development model with into production critical mineral projects in conscious programmes and technology to European end users looking to secure the Europe, for Europe advance pr

  7. Slide 7: Rare Earths in Numbers

    R A R E EA RT H S I N N U M B E RS Key metal components for renewable energy and net zero related industries There are To hit Net Zero globally by 2050, Up to 17 6x 600kg REEs including Neodymium - an alloy of this, more mineral inputs are required in 2040 of REEs are required to operate just one Nd

  8. Slide 8: Current Rare Earth Statistics

    C U R R E N T R A R E EA RT H STAT I ST I C S China dominates the Rare Earth Element arena Corporate Presentation l Q1 2023 8

  9. Slide 9: Graphite in Numbers

    G R A P H I T E I N N U M B E RS Will graphite be the next lithium? Mineral demand for use in EVs and battery Graphite market could reach a deficit, with Flake graphite feedstock required to supply storage must grow at least the supply shortfall growing to world’s lithium-ion anode market projected

  10. Slide 10: Current Graphite Statistics

    C U R R E N T G R A P H I T E STAT I ST I C S Graphite is a polarised market Corporate Presentation l Q1 2023 10

  11. Slide 11: Why Europe?

    W H Y E U RO P E ? A critical mineral European supply revolution is coming • Global hub for EVs, gigafactories, wind turbines, solar & • New REE plant under construction in southern Norway – road, associated battery storage plus expertise in chemical industries, rail or seaborne delivery possible fr

  12. Slide 12: Gigafactory Growth in Europe

    G I G A FA C TO RY G ROW T H I N E U RO P E Estimated US$ 46.8 billion investment targeted Corporate Presentation l Q2 2023 12

  13. Slide 13: The Right Location

    T H E R I G H T LO C AT I O N Key processing plants located close to EGM’s assets are in an acute need of a guaranteed supply chain • EGM’s REE & graphite projects in Sweden have the potential to secure critical mineral supply for multiple processing companies that are focussed on the energy transit

  14. Slide 14: Sweden

    SW E D E N “Sweden can become Europe's China.” “We face a supply problem, without mines, there can be no electric Excellent potential for REE project development vehicles (EVs)". Strong in-country mining history and familiarity (e.g. Boliden and Jan Moström CEO of state-owned mining giant LKAB in re

  15. Slide 15: Olserum Rare Earth Project

    O L S E R U M R A R E EA RT H P ROJ EC T Fast-tracking a top tier European REE project • Defined and metallurgically simple heavy rare earth element (HREE) deposit • Located in southern Sweden covering 6.5 sq km with expansion potential • Defined NI 43-101 compliant resource comprising: • Indicated

  16. Slide 16: Olserum

    OLSERUM Corporate Presentation l Q1 2023 16

  17. Slide 17: Olserum - Development Steps

    O L S E R U M - D E V E LO P M E N T ST E P S Fast tracking the first REE project in Europe to production Seek strategic partners for Seek Important construction of Project of Common processing plant June to December 2023 Fast track to European Interest Bankable Feasibility (IPCEI) nomination Define

  18. Slide 18: Pajala Graphite Project

    PA JA L A G R A P H I T E P ROJ EC T High grade near surface graphite in Northern Sweden • Located in northern Sweden which has a well- established mining history and abundant renewable energy • Comprises 3 contiguous 15-year licences covering 52 sq km: • Liviövaara: >0.5Mt with 23% C • Lehtosölkä 1

  19. Slide 19: Pajala Project Development

    PA JA L A P ROJ EC T D E V E LO P M E N T A defined path to add value Feasibility study for a potential high- grade, low-impact Additional studies & graphite operation drilling to expand resource & increase Graphite confidence beneficiation tests & scoping study Phase 2 resource drilling to define r

  20. Slide 20: Germany

    GERMANY Centre of European EV car manufacturing and gigafactory development “Ore Mountains” / Erzgebirge target area is one of the great metallogenetic provinces of Europe Multiple old mines / districts never systematically tested in modern times Country highly supportive of Net Zero initiatives Sta

  21. Slide 21: Saxony Projects

    SA XO N Y P ROJ EC T S EV metals at the heart of European EV industry Initial Focus - The Erzgebirge or “Ore” Mountains in Saxony Eastern Germany Rich exploration and research database, coupled with heads-up field investigations, will be leveraged towards rapid, smart drill target development in cos

  22. Slide 22: Project Development Timeline

    P ROJ EC T D E V E LO P M E N T T I M E L I N E Multi project and commodity entity anticipated to deliver milestones and regular news flow 1. 2. 3. 4. 5. 6. Olserum - further Secure associations Liviövaara in Pajala Define the copper Eichigt in Saxony - Identify new resource drilling, with wind turb

  23. Slide 23: ESG

    ES G A pillar of resource development Understand that sustained economic performance cannot be obtained without sound environmental, social & governance (ESG) practices Social contract to operate Team has operated globally and adheres to all international protocols for Local/national level resource

  24. Slide 24: ESG Factors

    ES G FA C TO RS All variables are taken into consideration Corporate Presentation l Q1 2023

  25. Slide 25: ESG & Mining

    ES G & M I N I N G The team understands & champions mining & the necessity to operate within the modern ESG global protocols Corporate Presentation l Q1 2023 25

  26. Slide 26: Portfolio Expansion

    P O RT FO L I O E X PA N S I O N Utilising expertise & proven techniques to generate pipeline of critical minerals projects • EGM team has decades of combined knowledge and operational experience in Europe • Projects selected on ranking of factors including; • Data reviews • Interrogation of geology

  27. Slide 27: Team

    T EA M Aiden Lavelle Aiden holds a MSc in Mining Geology from the Camborne School of mines, P.Geo and EurGeol titles and has 15 Consultant Geologist years’ experience in mineral exploration including several years in Sweden. Dr David Burrows World renowned consultant economic geologist, former Head

  28. Slide 28: Partnership Examples

    PA RT N E RS H I P E X A M P L ES A proven model of co-development Mercedes-Benz partners with Canadian mining company for CO2-neutral lithium hydroxide for EVs Volkswagen Group, BASF, Daimler AG and Fairphone are to start work on a new initiative to support sustainable lithium - a key commodity for

  29. Slide 29: Conclusion

    CO N C LU S I O N Positioned to support the green energy transition 1. 2. EGM is creating a European value chain to severe reliance on Proven track record in identifying, developing, building and China and politically volatile regions funding new mining operations 3. 4. Focus on delivering economica

  30. Slide 30: European Green Metals Ltd

    E U R O P E A N G R E E N M E TA L S LT D David J. Hall. CEO Tel +353 (0)87 618 9867 Email: david.hall@eurogreenmetals.com Ben Manning-Press Tel +44 (0)7766 909602 Email: ben@eurogreenmetals.com www.eurogreenmetals.com Company number 13399065 Registered Address: The Walbrook Building, 25 Walbrook, L

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