Metallium Limited · ASX:MTM
Metallium — MTM Critical Metals — Investor Presentation (December 2024)
33 slides from Metallium's investor presentation, Dec 2, 2024
Slide 1: Innovating Critical Metal Supply
For personal use only Innovating Critical Metal Supply INVESTOR WEBINAR 02 December 2024 ASX: MTM
Slide 2: MTM Critical Metals: Industrial Technology Company commercialising FJH
MTM Critical Metals Ltd is an Industrial Technology Company focused on commercialising the Flash Joule Heating (FJH) metal recovery and processing technology. KNIGHTHAWK ENGINEERING For personal use only ENGINEERING DESIGN & SCALE-UP Houston, Texas, USA Perth Australia Flash Metals USA HQ (MTM) Hous
Slide 3: Coming Soon: U.S. listing of shares through OTC Market
Coming Soon: U.S. listing of shares through OTC Market • MTM is listed on the Australian Stock Exchange (Ticker ASX: MTM) • The Company is exploring options to undertake a U.S. listing via the over-the-counter (OTC) markets, operated by OTC Markets Group (OTCQB). This is expected to be finalised in
Slide 4: Comparable Companies on the ASX
Comparable Companies on the ASX? Date Reference: 21/11/20/24 STAGE (1-Early, 2- PEERS TYPE Market Cap (A$M) Share Price (A$) Development Stage Development, 3- Commercial) IPERION-X Metal recovery tech (Hydromet) $1,369 $4.57 Advanced pilot 2 For personal use only SILEX Metal processing tech (lazer)
Slide 5: Business Update
5 For personal use only Business Update
Slide 6: Strategic Partnership with Indium Corporation
Strategic Partnership with Indium Corporation Global leader in Gallium, Germanium & Indium Metals since 1934 with HQ in New York Est. 1934 For personal use only Global leader in metal refining 3,000+ Employees 16 Facilities across 8 Countries Serving Semiconductor, Military Defence & several other i
Slide 7: A Major Milestone In MTM's Journey
A Major Milestone In MTM's Journey VALIDATION • External Validation: Endorsement of FJH tech by major company . For personal use only • Feedstock Security for MTM: ultra-high-value Ga, Ge, In: crucial for semiconductors & defence tech. • US Market: Pivotal step in raising MTM's profile in the U.S. a
Slide 8: Strategic Partnership with Indium Corporation
Strategic Partnership with Indium Corporation Strong external validation of FJH technology For personal use only Indium’s Global Business Unit Manager Markus Roas commented: “This partnership with MTM aligns with our commitment to enhancing U.S.-based supply chains for critical metals essential to m
Slide 9: Access to ultra-high value scrap
Access to ultra-high value scrap Compare with typical primary sources of these metals, which are commonly recovered as secondary by-products from zinc or alumina ore mining For personal use only 150,000 ppm 180,000 ppm 200,000 ppm Feedstock (Scrap) (15%) (18%) (20%) Primary Source of Metal Globally
Slide 10: Geopolitical Metals
Geopolitical Metals Critical importance in high-tech industries and concentrated production in China For personal use only USD ~$600,000/t USD ~$1,700,000/t 98% of supply 60% of supply REFERENCES: • Dempsey, H. and White, E. (2024). China’s export curbs on semiconductor materials stoke chip output f
Slide 11: Strategic Metals
Strategic Metals Critical importance in high-tech industries and concentrated production in China For personal use only • Semiconductors (e.g., NVIDIA chips). • Military technology (e.g., radar systems, advanced communication). • Renewable energy (e.g., solar panels). 11
Slide 12: Indicative Next Steps & Path to Revenue
Indicative Next Steps & Path to Revenue Q4 2024 Q1-Q3 2025 Q4 2025 For personal use only Ongoing Ga, Ge, In testing & Development 1 ton/day plant design finalisation Plant procurement, Optimisation construction & commissioning Formal / binding supply & offtake agreements Commercial operations 12
Slide 13: Flash Joule Heating: A New Era of Sustainable Metal Extraction
For personal use only Flash Joule Heating: A New Era of Sustainable Metal Extraction 13
Slide 14: Introducing Flash Joule Heating (FJH)
Introducing Flash Joule Heating (FJH) • Originally developed by Dr James Tour at Rice University to produce graphene, FJH has evolved into a method for efficiently extracting metals from unconventional sources like e-waste & mine tailings. For personal use only • Potential to revolutionise metal rec
Slide 15: Legacy Recovery Techniques are Not Sustainable
Legacy Recovery Techniques are Not Sustainable Fossil-fuel powered kilns and trainloads of chemicals are not clean solutions PYROMETALLURGY For personal use only Energy intensive, fossil-fuel powered • Furnaces incinerate & oxidize valuable materials • Creates slag and alloys needing further refinin
Slide 16: Processing Technology Breakthroughs that Changed History
Processing Technology Breakthroughs that Changed History Bessemer Converter Modern Rotary Kiln Fluidized Bed ElecArc Furnace (MiniMill) 1856 1885 1921 1955 For personal use only Revolutionised scrap 1st Inexpensive method Revolutionised Revolutionised metal recovery. to mass produce steel Continuous
Slide 17: ElecArc Furnace (MiniMill) U.S. Raw Steel Production by Technology
ElecArc Furnace (MiniMill) U.S. Raw Steel Production by Technology: 1900-2024 180 • Initial Skepticism: Large steelmakers Open Hearth Bessemer dismissed MiniMills, doubting their scalability. 160 U.S. Raw Steel Production (million tons) Basic Oxygen Process Electric Arc Furnace • Nucor's Vision: ado
Slide 18: Review of H2 2024
18 For personal use only Review of H2 2024
Slide 19: Review of Last 6-Months
Review of Last 6-Months Over the past quarters, MTM has achieved significant milestones, reflecting its commitment to innovation and growth in critical metals processing and commercialisation: Technological Breakthroughs For personal use only • Advanced the FJH technology with successful processing
Slide 20: Review of Recent Price-Sensitive Announcements
Review of Recent Price-Sensitive Announcements • FJH Prototype Completion • New Corporate Presentation Deck • High Multi-Metal Recovery from E- • Board and Mgt Restructure • Positive Lithium Extraction Results Waste incl. Palladium & Tin For personal use only • FJH Tests Increase REE recovery • Addi
Slide 21: Commercialisation Strategy: Outlook & Pathway to Revenue
For personal use only Commercialisation Strategy Outlook & Pathway to Revenue 21
Slide 22: Preparing for commercial scale-up with FJH Demonstration Plant
We are preparing for commercial scale-up with For personal use only our FJH Demonstration Plant (“FDP”) On track for design completion by Feb 2025 Initial plant to be located in Texas
Slide 23: The FDP is a major step towards scaling to cashflow
The FDP is a major step towards scaling our business to cashflow, with capability to handle multiple feedstocks Gallium For personal use only (scrap) Strategic Partnerships E-Waste (PCBs) FJH Validation of Demonstration technology Plant Funded (1 ton / day) Saleable Innovation Lithium product (Spodu
Slide 24: How does the new U.S. Administration Potentially Affect MTM?
For personal use only How does the new U.S. Administration Potentially Affect MTM? 24
Slide 25: Onshoring & Localising Critical Metal Supply Chains
For personal use only Onshoring & Localising Critical Metal Supply Chains 25
Slide 26: U.S. Dependency on Critical Metals
U.S. Dependency on Critical Metals For personal use only >95% reliant on imports for the 13 most “critical” metals, with China being the primary import source for > 50% of these. Source: Visual Capitalist (2023) 26
Slide 27: Datacentres: The Silent Giants of Metal Consumption
EXAMPLE: Datacentres‒ The Silent Giants of Metal Consumption Estimated Metal Tonnes per MW For personal use only Copper (Cu) 27 Aluminium (Al) 10 Steel 40 Lead (Pb) 4 Microsoft’s $500M datacentre in Chicago Lithium (Li) 0.1 required 2,200 t of Copper Nickel (Ni) 0.5 Cobalt (Co) 0.2 Gallium (Ga) 0.05
Slide 28: Metals in Electric Vehicle Battery
EXAMPLE: Metals in Electric Vehicle Battery Typical 60 kWh ‘NCMA’ battery For personal use only 185 kg metals • 6 kg lithium • 29 kg nickel • 20 kg copper • 8 kg cobalt Source: VisualCapitalist (2022) 28
Slide 29: Rare Earth Elements
EXAMPLE: Rare Earth Elements Crucial in Defence Applications Smartphone Wind Turbine (iPhone) (3 MWh) For personal use only F-35 ~420 kg REO Arleigh Burke-class destroyer ~2,400 kg REO USS Virginia ~4,200 kg REO 16 REE Elements 4 REE Elements 0.05 kg REO 2,000 kg REO Source: Congressional Research S
Slide 30: Indicative Targets to Drive Value in Next Months
Indicative Targets to Drive Value in Next 12 Months For personal use only COMMERCIAL OPERATIONS Q4 2024 Q1 – Q3 2025 Q4 2025 • OTC U.S. listing to access • Finalising FJH demonstration • Binding offtake & supply broader investment markets plant design agreements • Testwork Updates • Plant procuremen
Slide 31: Conclusion – FJH = New Era in Sustainable Metal Extraction
Conclusion – FJH = New Era in Sustainable Metal Extraction • External validation from a major player received For personal use only • The next generation of metal recovery technology • Enhances national security by reducing reliance on imports. • Sustainable solution for by converting waste into val
Slide 32: Contact MTM Critical Metals Limited
For personal use only CONTACT MTM Critical Metals Limited Suite 2, 38 Colin Street, West Perth, WA 6005 Australia Phone 08 6391 0112 | Email info@mtmmetals.com.au Michael Walshe ASX:MTM MD & CEO, MTM Critical Metals Ltd mtmmetals.com.au Steven Ragiel President, Flash Metals USA, Inc. 32
Slide 33: Disclaimers
Disclaimers 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”) for the exclusive use of
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