Globe Metals & Mining Limited · ASX:GBE
Globe Metals & Mining — Shareholder Meeting (November 2024)
23 slides from Globe Metals & Mining's shareholder meeting presentation, Nov 28, 2024
Slide 1: ASX Announcement: AGM Presentation
Globe Metals & Mining Limited ASX: GBE ABN 33 114 400 609 +61 8 6118 7240 45 Ventnor Avenue info@globemm.com West Perth WA 6005 globemm.com ASX Announcement 28 November 2024 AGM Presentation The 2024 Annual General Meeting (AGM) of Globe Metals & Mining Limited (ASX: GBE) (“Globe” or “Company”) will
Slide 2: AGM Presentation: Developing a globally significant Niobium mine in Malawi
For personal use only AGM Presentation Developing a globally significant Niobium mine in Malawi, Africa Globe Metals & Mining Limited (ASX:GBE, G4U:FWB) AGM presentation November 2024
Slide 3: Important legal information
Important legal information This Presentation has been prepared by Globe Metals & Mining Limited ABN 33 114 400 In addition, there may be information herein that is information about prospective results of 609 (Globe or the Company). operations, financial position or cash flows and which is provided
Slide 4: Globe is an emerging vertically-integrated niobium producer
Globe Metals & Mining Limited (ASX:GBE, G4U:FWB) Globe is an emerging vertically-integrated niobium producer For personal use only • Has the first globally significant niobium mine in 50 years • Aims to be the second vertically integrated niobium oxide player globally • Kanyika project is well-advan
Slide 5: Kanyika Niobium Project - Malawi, Africa
Kanyika Niobium Project - Malawi, Africa Globe's niobium oxide product meets specialty metal sector demands and caters to the emerging energy transition market For personal use only An emerging vertically-integrated niobium producer ASX GBE | 4
Slide 6: Investment highlights
Investment highlights Creating a better future for all stakeholders through responsible and sustainable acquisition and development of critical metal projects in Africa • Strategic investment partner sought to develop RESERVES AND RESOURCES PHASED PROJECT DEVELOPMENT Globe’s Kanyika Niobium Project
Slide 7: Corporate overview
Corporate overview Share price Market capitalisation Debt Shares on issue Cash Various options $A0.049 A$33.9m A$0.5m 30m For personal use only 694.65m A$0.7m 22 November 2024 22 November 2024 30 September 2024 22 November 2024 30 September2024 22 October 2024 52 week high $0.072, low $0.030 Share r
Slide 8: Globe Metals and Mining's Management
Globe Metals and Mining’s Management For personal use only Paul Smith Rex Zietsman Charles Altshuler Paul Hardie Chief Executive Officer Chief Technical Officer Chief Financial Officer General Counsel & Company Secretary Mr Smith has over 30 years’ experience as a Mr Zietsman has over 35 years’ expe
Slide 9: Globe Metals and Mining's Management
Globe Metals and Mining’s Management For personal use only Grant Hudson David Young Louis Schoeman Rogerio Pastore Regional Advisor – Southern Africa Chief Consultant Geologist Project Director Senior Marketing Consultant Mr Hudson is an experienced business Mr Young has more than 50 years’ experien
Slide 10: The project
For personal use only The project Kanyika Niobium Project - Malawi, Africa
Slide 11: Kanyika Niobium Project - Malawi, Africa
Kanyika Niobium Project - Malawi, Africa Reflective of Malawi’s reputation as a trusted destination Malawi, a land-locked country in southeastern Africa, was for investment by large mining companies, Rio Tinto voted Country of the Year 2020 by The Economist. The country For personal use only recentl
Slide 12: Kanyika Mine Phase One: Saleable start-up operations
Kanyika Mine Phase One: Saleable start-up operations Malawi mining: Phase One - 86,000t of ore per annum For personal use only > Open pit mining Crushing Milling Flotation Drying Concentrate Sale and trucking “Free dig” mining Primary jaw and EDS mill Single stage: Locally produced Contains radioact
Slide 13: Potential customers and offtakes
Potential customers and offtakes A shortage of supply but plenty of customers 01 02 03 04 For personal use only Electronics Catalyst Manufacturers Optical Coating Superconductor Companies Manufacturers Manufacturers Significant players in Key in petroleum refining, consumer electronics, Catering to
Slide 14: Niobium oxide average market size: US$500 million
Niobium oxide average market size: US$500 million 18,000 Asia Pacific has the highest CAGR at 12.59% Niobium Oxide Market (tpa) For personal use only 15,000 with a total CAGR of 10% forecast from 2023 to 12,000 2028. • Niobium oxide currently comprises 9% of the 9,000 total niobium market. 6,000 • N
Slide 15: Niobium oxide prices
Niobium oxide prices The high-purity Niobium oxide products will be sold into the For personal use only speciality metals markets, realising premium prices over the ferroniobium market. 1) Covering all Oxide markets from standard grade to high quality grade with a focus on Optical grade (99.99%). 2)
Slide 16: Planned milestones
For personal use only Planned milestones
Slide 17: Planned project milestones
Planned project milestones 01 02 03 For personal use only Complete the update of Board approval to execute Offtake discussions and the BFS. – Q1 25 the project.- Q1 25 Agreements. – Q4 24 04 05 06 Mine, Concentrator and Refinery construction (all Commission and Phase 2 Commission and in Malawi) Phas
Slide 18: Kanyika Niobium Project Development plan
Kanyika Niobium Project Development plan 2024 2025 2026 2027 2028 For personal use only Quarter Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Month number Months 3 6 9 12 15 18 21 24 27 30 33 36 39 42 45 48 51 54 Offtake agreements (LOI) 3 BFS Update 7 ESIA Update 6 Decision to execute Phase
Slide 19: Phase development
Phase 1 development A funding strategy has been formulated to Expected tranches of funding Tranche 1 Tranche 2 Tranche 3 Tranche 4 Total best support the Project and minimise For personal use only BFS Update $ 600,000 $ - $ - $ - $ 600,000 ESIA Update $ 300,000 $ - $ - $ - $ 300,000 shareholder dilu
Slide 20: Globe Metals and Mining Limited contact and Investor Hub
Globe Metals and Mining Limited (ASX:GBE, G4U:FWB) For personal use only FY24 AGM presentation - November 2024 ABN 33 114 400 609 Join the Globe Metals & Mining Investor Hub: https://investorhub.globemm.com/auth/signup - Follow the prompts to sign up for an Investor Hub account - Complete your accou
Slide 21: Appendix
For personal use only Appendix
Slide 22: HF/SX Refinery Processing Route
HF/SX Refinery Processing Route For personal use only Why did Globe choose HF/SX to oxide powder rather than aluminothermic ferroniobium? • Using two stages of flotation Globe could only raise Kanyika concentrate to ~35% Nb2O5 with recoveries below 60% o Note: CBMM, Niobec and CMOC all produce conce
Slide 23: Competent person's statement
Competent person’s statement Production target and forecast financial information (Listing rule 5.19) Mineral resource estimates: Ore reserves: For personal use only The information in this report that relates to Mineral Resources is extracted from the report titled The information in the report tha
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