G50 Corp Limited · ASX:G50
G50 — Investor Presentation (March 2024)
22 slides from G50's investor presentation, Mar 11, 2024
Slide 1: Gallium - Lifeblood of the Modern World
For personal use only GALLIUM - LIFEBLOOD OF THE MODERN WORLD GOLCONDA PROJECT March 2024 EXPLORATION ASX:G50 | gold50.com IN ARIZONA AND NEVADA 1
Slide 2: Important Notices
IMPORTANT NOTICES DISCLAIMER This presentation and information contained in it is being provided to shareholders and investors for information purposes only. Shareholders and investors should undertake their own evaluation of the information and otherwise contact their professional advisers in the e
Slide 3: The G50 Corporate Overview
THE G50 CORPORATE OVERVIEW OPPORTUNITY Experienced leadership team with a track record of discovery in Southwest USA; leveraging strong networks to progress high-quality projects For personal use only ROB REYNOLDS MARK WALLACE Non-Executive Chairman Managing Director BERNARD ROWE GREG FOULIS Non-Exe
Slide 4: Golconda – Gallium Halo Discovery
GOLCONDA – GALLIUM “HALO” DISCOVERY * For personal use only • Structure , structure, structure => Permeability zones • Drilling intersections of major NW-striking veins with N or NE-striking faults => where precious metals are dominant • Drilling program (12 RC and 2 Diamond holes) completed in Apri
Slide 5: The Gallium Opportunity
THE GALLIUM OPPORTUNITY GALLIUM USES * For personal use only Element Ga and is a soft, silvery Gallium Nitride (GaN) is an important semiconductor material with high metal, and Elemental gallium is a critical field strength and electron mobility. liquid at temperatures greater • Advantages: Higher s
Slide 6: Gallium - The Critical Mineral
GALLIUM - “THE” CRITICAL MINERAL 2 For personal use only • STRATEGIC VULNERABILITY - A 2022 analysis by experts from the U.S. Geological Survey (USGS) found that a 30 percent supply disruption of gallium could cause a $602 billion decline in U.S. economic output or 2.1 percent of gross domestic prod
Slide 7: Global Semiconductor Market
GLOBAL SEMICONDUCTOR MARKET For personal use only KEY DEMAND DRIVERS • 5G telecommunications • Artificial Intelligence • Internet of Things • Self-Driving Cars KEY TRENDS • Increasing Demand for high-performance semiconductor devices • New Semiconductor Technology - New semiconductor technologies, s
Slide 8: Gallium Nitride Market
GALLIUM NITRIDE MARKET For personal use only 8
Slide 9: Gallium Nitride Market Adoption: Data Centres
GALLIUM NITRIDE MARKET ADOPTION For personal use only DATA CENTRES • Demand driven by advances in AI, machine learning, 5G networks and autonomous transportation • Currently circa 8 million data centres handle global data load for current data driven activities requiring 450 terawatt hours of electr
Slide 10: Gallium Nitride Market Adoption: Electric Vehicle Market
GALLIUM NITRIDE MARKET ADOPTION ELECTRIC VEHICLE MARKET For personal use only • Yole Group believe the medium to long term growth in GaN use will be driven by emerging needs in EV’s (bidirectional onboard charging) and hybrid EV’s (DC/DC conversion in mild HEV’s) • Integrated Device Manufacturers (I
Slide 11: Gallium Price
GALLIUM PRICE (Worldwide from January 2018 to January 2024) (U$ / kg) For personal use only “ 11
Slide 12: A US Perspective
A US PERSPECTIVE • Imports of gallium metal and gallium arsenide (GaAs) wafers were valued at about $5 million and $220 million, For personal use only respectively (2022) • Circa 77% of the gallium consumed in the United States was in GaAs, GaN, and gallium phosphide wafers • Uses of Integrated Circ
Slide 13: Golconda Project: Historical Mining District Consolidated
GOLCONDA PROJECT HISTORICAL MINING DISTRICT CONSOLIDATED For personal use only • Located in the Wallapai Mining District - known for extensive vein systems and unusually high precious metals grades • Mined to a depth of 490m with high gold and silver grades • However precious metals potential is lar
Slide 14: Vast Exploration Potential to be Tested
VAST EXPLORATION POTENTIAL TO BE TESTED For personal use only DISTRICT SCALE PROPERTY ADJACENT TO A MAJOR PORPHYRY COPPER DEPOSIT • Multiple vein structures (over 10km), with known Au-Ag mineralization • Open along strike and at depth including: • 2km long Tub-Golden Eagle Vein (priority drill targe
Slide 15: Vast Exploration Potential: Gallium Mineralization
VAST EXPLORATION POTENTIAL TO BE TESTED DISTRICT SCALE PROPERTY ADJACENT TO A MAJOR PORPHYRY COPPER DEPOSIT For personal use only GALLIUM MINERALIZATION • Gold 50’s initial drilling program targeted varied structural controls for mineralisation and confirmed particular Wide-spaced drilling at the Go
Slide 16: Golconda Geological Model Evolved - Gallium
GOLCONDA Geological Model Evolved - GALLIUM For personal use only Gallium while known to be prevalent was not an original target of the drilling program. Post drilling analysis indicated that significant Gallium is present in some drill holes. Gallium grade generally increases from south to north, a
Slide 17: Golconda Geological Model Evolved - Gallium
GOLCONDA Geological Model Evolved - GALLIUM For personal use only • It was initially expected that Copper and/or Zinc would have strong correlations with Gallium because it is often included in Chalcopyrite and Sphalerite. There are no such correlations. Instead, Gallium strongly correlates to Bariu
Slide 18: Golconda Drilling 2023
GOLCONDA Drilling 2023 For personal use only Core from GDD02 from 178 m to 181m downhole which assays 40 g/t Gallium GDD02 – Quartz-sericite-pyrite altered intrusive with quartz-sulphide veins Stockwork and sheeted quartz-sulphide veins. Quartz–sericite–pyrite alteration 18
Slide 19: Critical Metal: The Critical Opportunity
CRITICAL METAL THE CRITICAL OPPORTUNITY For personal use only Transforming Power Electronics Immense Market Opportunity Golconda • Creating smaller, energy-efficient devices • 5G telecommunications • Infrastructure • Faster and more reliable 5G networks • Artificial Intelligence • Patented Claims •
Slide 20: Contact
For personal use only CONTACT Mark Wallace Managing Director mwallace@gold50.com @Gold50_ Authorised for Release by the MD ASX:G50 | gold50.com 20
Slide 21: Silicon (Si) v Gallium Nitride (GaN)
SILICON (Si) v GALLIUM NITRIDE (GaN) For personal use only Source: https://gansystems.com/gallium-nitride-semiconductor/ 21
Slide 22: Silicon (Si) v Gallium Nitride (GaN)
SILICON (Si) v GALLIUM NITRIDE (GaN) Application Description Key Properties Utilized High-power, high-frequency applications For personal use only High electron mobility, high breakdown (e.g., inverters, power supplies, motor Power Electronics voltage, high power density, efficient at drives) due to