Gcm Corp., Ltd. · ASX:GCM
Gcm — Green Critical Minerals — Investor Presentation (January 2025)
27 slides from Gcm's investor presentation, Jan 24, 2025
Slide 1: Q1 2025 Investor Update: Accelerating to Commercialisation
ASX:GCM For personal use only Q1 2025 Investor Update Accelerating to Commercialisation gcminerals.com.au
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Green Critical Minerals Limited (GCM or the Company). It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This pre
Slide 3: Why Green Critical Minerals is Exciting
Investment Highlights Why Green Critical Minerals is Exciting For personal use only World class, award-winning team in materials, Vertically VHD Graphite scientists and integrated represents engineers VHD Graphite Wholly owned opportunity cutting-edge plays a critical revolutionary in specialised, i
Slide 4: Introduction and Strategic Overview
Introduction and Strategic Overview For personal use only 01
Slide 5: Why VHD Graphite is the Future of Advanced Materials
Why VHD Graphite is the Future of Advanced Materials Faster, More Affordable, and Comparable / Superior to Pyrolytic and Nuclear Graphite For personal use only Advanced Stage Superior Scalable of Development Properties VHD Graphite can achieve initial product Superior or comparable properties to Fur
Slide 6: VHD Graphite Technology
VHD Graphite Technology For personal use only Nuclear Sector Raw VHD Graphite Ingredients Blocks Potential to Disrupt a Defense Sector +$700 B Thermal Energy Storage US Market 1 (2023) VHD Graphite Technology Process Tech with Superior Graphite Sector Blocks at Fraction of Proprietary Technology Gra
Slide 7: Pilot Plant Milestone Achieved
Pilot Plant Milestone Achieved Accelerating commercialisation ahead of schedule Construction Completed For personal use only The VHD Technology pilot plant has completed its first production line Marks a pivotal step in (Line 1) well ahead of schedule, placing GCM in a position to fast-track deliver
Slide 8: Innovative Technologies and Competitive Advantages
Innovative Technologies and Competitive Advantages For personal use only 02
Slide 9: VHD Graphite's Properties
VHD Graphite’s Properties3 Superior material properties from a simple manufacturing process For personal use only Thermal Conductivity Electrical Resistivity Bulk Density Degree of Anisotropy4 (for heat dissipation) (along the grain) (electrical resistivities) 617 2190 31.4 W/m.k 9.6 2050 kg/m³ µΩ·m
Slide 10: Thermal Management Applications
Thermal Management Applications AI, Data Centres, Supercomputers, and Battery Management Systems For personal use only Significant Growth As devices become more powerful and smaller, they consume more power and generate more heat, Opportunities exist in areas like AI, Data Centres, necessitating inn
Slide 11: Solar-Thermal Graphite Blocks
Solar-Thermal Graphite Blocks Powering industries with efficient, renewable energy For personal use only Optimised for High-Energy Retention Enhanced System Integration Stores and retains thermal energy efficiently Potential to integrate into existing technologies With minimal loss, ensuring stable
Slide 12: Solar-Thermal Graphite Blocks: Revolutionising energy storage
Solar-Thermal Graphite Blocks Revolutionising energy storage for a renewable future For personal use only Integration with CSP Systems Figure 1 Simplified illustration of possible clean constant energy using CSP, VHD Technology and Stream Turbine System → Capture and stores high-temperature thermal
Slide 13: Immediate and Scalable Market Opportunities
Immediate and Scalable Market Opportunities Global Demand across rapidly growing markets, places GCM in a strong position For personal use only Market Size 2023 2030 2023 2030 2023 2030 2023 2030 $USD $2.1B $3.9B6 $51.6B $72.5B7 $681B $2.1T8 $5.9B9 $35B10 GCM VHD Batteries Bulk Advanced Electronics
Slide 14: Grant Funding Opportunities
Grant Funding Opportunities Opportunities identified and discussions commenced For personal use only VHD Technology Produces An Graphite Is Recognised Universally As Extremely Versatile Material A Critical Mineral Opportunity to accelerate the commercialisation Universally used in products in demand
Slide 15: Roadmap and Commercial Strategy
Roadmap and Commercial Strategy For personal use only 03
Slide 16: Near-Term Milestones
Near-Term Milestones To accelerate through commercialisation and transition to revenue generation in 12 months For personal use only Team Customer Qualification Non-Dilutive Funding Appointed Head of Research and Due to commence production of customer Progress grant funding applications to provide D
Slide 17: Fast Track to Commercialisation
Fast Track to Commercialisation11 For personal use only Q1 2025 (Jan) Q2 2025 Q3 2025 Q4 2025 Q1 2026 Product Optimisation and Development Test work updates Supply Agreements Pilot plant Production of customer samples Commercialisation – Heat Sinks construction Line 1 Pilot plant construction Line 2
Slide 18: Corporate Overview
For personal use only Corporate Overview 04
Slide 19: Corporate Snapshot
Corporate Snapshot Board of Directors For personal use only Commitment to Growth With a robust leadership team and solid financials, we are Charles Thomas well-positioned to advance our strategic initiatives and Non-Executive Chairman deliver value to our shareholders. Christopher Zielinski Non-Exec
Slide 20: Comparable ASX Listed Companies
Comparable ASX Listed Companies13 Market Cap Comparison14 Company ASX Code Market Cap14 Stage A$M For personal use only IperionX Limited IPX $1.29Bn Pilot 1400 Market Cap (A$M) 1200 Novonix Limited NVX $369.16M Pilot 1000 Quantum Graphite Limited QGL $169.05M Pilot 800 Valuation Upside 600 Post Acqu
Slide 21: Thank you
ASX:GCM For personal use only Thank you Corporate Office 349 Hay Street Subiaco WA 6008 T +61 (08) 9388 0051 E enquiry@gcminerals.com.au gcminerals.com.au
Slide 22: Appendix – Single Crystal Mullite Fibre
Appendix – Single Crystal Mullite Fibre For personal use only A
Slide 23: Single Crystal Mullite Fibres
Single Crystal Mullite Fibres Regarded as the “holy grail” of composite reinforcement materials, offers exceptional properties For personal use only High-Temperature Stability A Vital Material Preserves structural integrity at elevated temperatures, For reinforcing metal matrix composites critical f
Slide 24: Market Potential and Size
Market Potential and Size12 MMC Growth Delivering Advantages Pricing For personal use only The global metal matrix This growth reflects The pricing of these advanced composites (MMC) is experiencing the increasing demand fibres depends steady growth for materials offering superior on manufacturing p
Slide 25: Single-Crystal Mullite Fibres Work Program Overview
Single-Crystal Mullite Fibres Work Program Overview For personal use only GCM is initiating a comprehensive work program to advance single-crystal mullite fibre technology, based on prior research recommendations 01 03 02 04 Optimisation of Pilot Plant Development Fibre Production Designing a pilot
Slide 26: Unlocking the Potential of Single-Crystal Mullite Fibres
Unlocking the Potential of Single-Crystal Mullite Fibres For personal use only Not Yet Commercially Available Single-crystal offering Despite its remarkable attributes. Previously, the only commercially produced single-crystal fibre was alumina, developed by unparalleled properties: Sapphicon in the
Slide 27: Advancements in Single-Crystal Mullite Fibre Development
Advancements in Single-Crystal Mullite Fibre Development For personal use only Template-Grown Fibre Fibre Coarsening Fibre Length Proof-of-Concept Potential Achievement Demonstrates the feasibility of Conversion from thin whiskers to thicker Fibres with a maximum length of ≤35 μm fabricating paralle
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