Greenroc Strategic Materials Plc · LSE:GROC
Greenroc Strategic Materials — GreenRoc Mining — Investor Presentation (March 2022)
24 slides from Greenroc Strategic Materials's investor presentation, March 2022
Slide 1: The Amitsoq Project, Greenland
Z ee Sa SS The Amitsog Project, Greenland One of the highest-grade graphite ae deposits in the world GREEN Investor Presentation MINING PLC March 2022
Slide 2: Disclaimer
Disclaimer Important: Youmust read the following disclaimer before continuing. The following disclaimer applies to the following presentation and you are therefore advised to read this disclaimer carefully before reading, assessing or making any other use of the presentation. In accessing the presen
Slide 3: Disclaimer
Disclaimer Nothing in the Presentation is, or should be relied on as, a promise or representation as to the future. This Presentation contains certain forward-looking statements relating to the business, financial performance and results of the Company and/or the industry in which it operates. Forwa
Slide 4: GreenRoc Mining Plc
GreenRoc Mining Plc Objective is to become a key supplier of critical, high-demand minerals to fast-growing end markets, benefitting from long-term structural drivers such as the energy transition Advancing one of the world’s highest grade graphite projects Maiden Resource of 8.28Mt at a grade of 19
Slide 5: Board of Directors
Board of Directors Track record of value generation and proven expertise in the key disciplines required to progress projects through to development and production Kirk Adams ecutive Officer < George Frangeskides ecutive Chairman b Jim Wynn Finance Director Mark Austin Lars Brunner No! ector indeper
Slide 6: Greenland: a strategic and stable mining destination
Greenland: a strategic and stable mining destination European-style democracy with transparent laws and institutions supportive of mining sector Geography - Large, unexploited deposits - Ideally positioned to access both Europe and North America / Transparent, mining friendly framework - Legal frame
Slide 7: Graphite
Graphite Chart: Demand by application for natural graphite 2019 (Edison, Dec 2020) Graphite is a critical mineral in the net-zero transition Key properties: >) Lubricants 4% Other A - A ; i - A . Expandables Non-toxic, chemically inert material with high electric and thermic 1% 5% conductivity, exce
Slide 8: Graphite & EVs
Graphite & EVs “© Our lithium ion batteries should be called nickel- graphite batteries, because primarily the cathode is nickel and the anode side is graphite with silicon oxide.” - Elon Musk By weight, there is 10 times more graphite in a lithium ion battery than there is lithium... It is predicte
Slide 9: Expected worth of the global graphite market
Expected worth of the global graphite market - up from US$16.4B in 2017, registering a CAGR of 8.5% 09 | Investor Presentation
Slide 10: High Purity Spherical Graphite
High Purity Spherical Graphite - en | ae ; oe < Poy Alkaline purification achieves f 5 99.97% LOI (avoids higher environmental impact of acid (HF) purification) a 7 ae ; < \% 10, Investor Presentation = % ye = bogie ta S ee eX % AY = p@
Slide 11: HPSG Commands Higher Price
HPSG Commands Higher Price Spherical graphite (HPSG) commands 3-4 times higher price than flake graphite concentrate Natural Flake Graphite 15% Small Flake <80# US$500/MT 50% Jumbo Flake y Lara e 94% Large Flake 50# US$I200/MT | 330% Us$1,120/MT (fob China)/ $1,325 (cif Europe) Specialty Grade Spher
Slide 12: Amitsoq High-Grade Graphite
Slide 13: Very High-Grade Graphite
(% graphite) Very High-Grade Graphite AMITSOG GRAPHITE, GREENLAND Some of the world’s highest average graphite grades across two deposits: Amitsoq Island and Kalaaq Located in Nanortalik region of southern Greenland Amitsoq: previously operating mine with graphite beds traced over ~1 km; average gra
Slide 14: Amitsoq Drilling
Amitsoq Drilling 14 | Investor Presentation
Slide 15: Among the highest-grade graphite resources globally
Seemenoe into ne Be bal graphite resource ~ Space with one. of the highest- grace oS oa peas prgiectssi in. the pot ye at eS cette, idles
Slide 16: 16 | Investor Presentation
• • • • 16 | Investor Presentation
Slide 17: 2022 Mineral Resource Breakdown
2022 Mineral Resource Breakdown AMITSOG GRAPHITE, GREENLAND The consistency and true widths of the orebodies at Amitsoq bode well for future mining and processing operations Category (Mt) (%) (Mt) Layer 0.59 18.97 0.111 4.02 18.61 0.748 TOTAL UGL RESOURCE 461 18.65 0.859 AM-DD-005 HIGH GRADE INTERCE
Slide 18: 2022 Mineral Resource Sensitivity
AMITSOG GRAPHITE, GREENLAND 2022 Mineral Resource Sensitivity Minimal variation in tonnes between 0% and 15% cut off Tonnes (Mt) Measured Graphitic Carbon (Cg%) Graphite Content (Mt Tonnes (Mt) 2.04 Indicated Graphitic Graphite Tonnes Carbon Content (Cg%) (Mt 2065 0.42 6.24 2065 0.42 6.24 20.70 0.42
Slide 19: Active development strategy
Active development strategy AMITSOG GRAPHITE, GREENLAND This substantial Mineral Resource paves the way for a Scoping Study, EIA/SIA and application for Mining Licence 2022 2023 Scoping/ElA/ SIA Studies Amitsoq Resource Estimation Submission of EIA/SIA Amitsoq Phase 2 Drilling Programme Amitsoq Phas
Slide 20: Peer Review
Peer Review AMITSOG GRAPHITE Market . Resource Resource Total MT mpan' . Stage Company Cap’ Projects Mt (Og (Og 1g TalgaGroup Ltd —_230.4M Vittangi (Sweden) 19.5 24% 468 Feasibility Julkunen (Sweden) 315 14.90% 469 Raitajarvi (Sweden) 43 7.10% 0.31 9.68 NextSource Materials Inc. 209.3M Molo (Madagas
Slide 21: Additional Upside
Additional Upside Wider Portfolio 21| Investor Presentation GREENROC
Slide 22: Wider portfolio
Wider portfolio Thule Black Sands Project JORC Resource: 19MT@ 43.6% THM, in-situ ilmenite grade 8.9% with 1.7 MT of contained Ilmenite N-W Greenland 2021 drill results due shortly - target to move Inferred Resources to Indicated & define more Inferred Resources Results will provide base for Scoping
Slide 23: Investment Case
Investment Case Market Opportunity Demand Growth Greenland - Graphite and Titanium are both Critical Minerals - EU supply constrained by China (supplies 47% of graphite, 45% of titanium) High Grade - Graphite demand growth forecast +2,500% by 2040 -llmenite demand growing, prices at a multi- year hi
Slide 24: Contact Details
Contact Details GreenRoc Mining Plc 6" Floor, 60 Gracechurch St London EC3V OHR United Kingdom Tel: +44 (0)20 3950 0724 Email: info@greenrocmining.com Website: www.greenrocmining.com Twitter: @GreenRoeMining LinkedIn: GreenRoc Mining. pic 24 | Investor Presentation St Brides Partners Ltd (PR Adviser