Energy Transition Minerals Ltd. · ASX:ETM

Energy Transition Minerals — Investor Presentation (January 2025)

21 slides from Energy Transition Minerals's investor presentation, Jan 17, 2025

  1. Slide 1: Advancing the Strategically Located Kvanefjeld Rare Earths Project

    For personal use only Advancing the Strategically Located Kvanefjeld Rare Earths Project Corporate Presentation | January 2025 ASX: ETM 1

  2. Slide 2: Disclaimer & Cautionary Statements

    Disclaimer & Cautionary Statements Important Notice and Disclaimer: This presentation contains only a brief overview of Energy Transition Minerals Ltd ("ETM” or the “Company”) and its respective activities and operations. The contents of this presentation may rely on various For personal use only as

  3. Slide 3: Disclaimer & Cautionary Statements (Cont'd)

    Disclaimer & Cautionary Statements (Cont’d) For personal use only Investment risk: There are a number of risks specific to the Company and of a general nature which may affect the future operating and financial performance of the Company and the value of an investment in the Company, including and n

  4. Slide 4: Investment Highlights

    Investment Highlights • For personal use only Globally Globally Significant Asset: The Kvanefjeld Rare Earths Project has an existing JORC 2012 Mineral Resource of 1.01bt @ 1.1% REO1 making it one of the largest Significant Rare undeveloped rare earth deposits globally. Kvanefjeld is located in sout

  5. Slide 5: Corporate Information

    Corporate Information Corporate Structure ASX:ETM ETM Board of Directors For personal use only Share price (14 January 2025) A$0.085 • Simon Kidston is an experienced company director with a track record of building successful Simon Kidston companies in mining and renewable energy. Simon was the fou

  6. Slide 6: ETM - Strengthening the Team

    For personal use only ETM - Strengthening the Team Julie Bishop – Advisor to the Board Julie Bishop joined as advisor to the board of ETM in January 2025. Julie is an Australian former politician who served as Minister for Foreign Affairs from 2013 to 2018 and deputy leader of the Liberal Party from

  7. Slide 7: Greenland - Strategic Importance

    Greenland - Strategic Importance Greenland’s Strategic Importance Recent Headlines1,2,3,4 For personal use only • Kvanefjeld is one of the largest rare earths resource in the world • 35,000km2 under exploration • Over 250 companies have exploration activities • Over 700 exploration licenses granted

  8. Slide 8: The United States and Greenland – A Brief History

    The United States and Greenland – A Brief History US Strategic Interest in Greenland1 Location • Greenland lies along the shortest route from Europe to North America which is vital for the For personal use only U.S ballistic missile warning system • Greenland is also strategically located within oce

  9. Slide 9: Historic Share Price Performance

    Historic Share Price Performance For personal use only ETM Share Price Performance (10-yr)1 40¢ • ETM experienced positive share price 35¢ performance throughout Trump’s initial presidency (January 2017 – January 2021) 30¢ • Since Donald Trump’s re-election in November 2024, ETM’s share price has in

  10. Slide 10: Asset Overview – Kvanefjeld

    Asset Overview – Kvanefjeld Kvanefjeld has the potential to become a globally significant rare-earth project For personal use only • Energy Transition Minerals (ETM:ASX), manages the Kvanefjeld Rare Earths project, located near Narsaq, in South-West Greenland • Kvanefjeld is one of the world’s most

  11. Slide 11: Kvanefjeld – Location and Access

    Kvanefjeld – Location and Access Project area is favourably located For personal use only 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 Climatic

  12. Slide 12: Kvanefjeld – Exploration License

    Kvanefjeld – Exploration License For personal use only Greenland Minerals right to an exploitation licence • Fundamental principle of Greenlandic minerals legislation that an exploration KVANEFJELD licence carries the right to automatic TASEQ (mine area) grant BASIN of an exploitation licence NARSAQ

  13. Slide 13: Kvanefjeld – Uranium Act

    Kvanefjeld – Uranium Act North Atlantic Ocean For personal use only KVANEFJELD TASEQ BASIN (mine area) NARSAQ VALLEY Uranium Act • Greenlandic parliamentary election 2021 • IA Party forms government • Act No 20 (Uranium Act) passed December 2021 • Uranium Act prohibits exploration for or production

  14. Slide 14: Kvanefjeld – Arbitration

    Kvanefjeld – Arbitration The Company has, since the Given its strategic importance, the ETM Board continues to explore For personal use only grant of its exploration licence in every avenue to advance Kvanefjeld to production… Greenland over a decade ago, continued to adhere to the requisite environ

  15. Slide 15: Kvanefjeld – Arbitration

    Kvanefjeld – Arbitration • Greenland Minerals had complied with requirements of exploration licence and Greenlandic minerals legislation For personal use only • Process had been ongoing for several years • Environmental Impact Assessment had taken several years to complete • Company had submitted EI

  16. Slide 16: Greenland – Politics and Government

    For personal use only Greenland – Politics and Government 1. Elections in Greenland scheduled for April 2025 2. Current government is a coalition between IA and Siumut 3. Greenland withdrew from the EU in 1985 4. Denmark is in charge of foreign affairs and defence 5.- t 6.xt ASX::ETM 16

  17. Slide 17: Key Dates Upcoming

    For personal use only Key Dates Upcoming Meeting with Electoral Campaign Arbitral Decision First hearing in Exploration government Starts on jurisdiction Greenland Licence Renewal February 2025 February 2025 June 2025 September 2025 December 2025 ASX::ETM 17

  18. Slide 18: ETM – Other Projects

    ETM – Other Projects Canada: ETM acquired two exploration licenses in Quebec in December For personal use only 2023, named “Solo” and “Good Setting”; they are strategically located in James Bay less than 2 km from electrical transmission lines and to the east of Newmont’s Eleonore gold mining camp.

  19. Slide 19: Investment Summary

    Investment Summary • Ownership of one of the world’s largest undeveloped rare earths deposits, the For personal use only Kvanefjeld REE Project in Greenland • Strategically Located Asset as United States President-elect Donald Trump reiterates his desire to acquire Greenland • Pursuing legal and oth

  20. Slide 20: Kvanefjeld – Mineral Resources

    For personal use only Kvanefjeld – Mineral Resources ASX::ETM 20

  21. Slide 21: Thank you.

    Thank you. For personal use only info@etransmin.com www.etransmin.com Tel+61 8 9382 2322 Level 6, 111 Collins Street Melbourne VIC 3000 Australia PO Box 2006 , Subiaco WA 6904 Australia Nuugaarmiunt 523B PO Box 156, Narsaq Greenland 3921 ASX: ETM ACN 118 463 004 21

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