Green Technology Metals Limited · ASX:GT1
Green Technology Metals — Prospectors & Developers Association of Canada (PDAC) 2024
23 slides from Green Technology Metals's conference presentation, Mar 5, 2024
Slide 1: Investor Presentation – Building the pre-eminent vertically integrated Lithium business in Ontario
For personal use only INVESTOR PRESENTATION Prospectors & Developers Association of Canada MARCH 2024 Building the pre-eminent vertically integrated Lithium business in Ontario, Canada ASX | GT1
Slide 2: Indigenous Partners Acknowledgement
INDIGENOUS PARTNERS ACKNOWLEDGEMENT For personal use only We would like to say Gchi Miigwech to our Indigenous partners. GT1 appreciates the opportunity to work in their Traditional Territory and remains committed to the recognition and respect of those who have lived, travelled, and gathered on the
Slide 3: Corporate Snapshot – Oversold or Undervalued?
CORPORATE SNAPSHOT – Oversold or Undervalued? 318.7M SHARES ON ISSUE GT1 $0.20 $63.7M $47.2M $16.53M $0 5.8M OPTIONS For personal use only ASX CODE SHARE PRICE MARKET CAP EV CASH DEBT 27M PERFORMANCE RIGHTS SHARE REGISTER SHARE PRICE PERFORMANCE 0.35 AMCI 0.3 11.49% LGES 0.25 6.85% BOARD & MANAGEMEN
Slide 4: Board of Directors
BOARD OF DIRECTORS Extensive experience and proven track record of rapidly advancing and delivering lithium projects globally For personal use only JOHN YOUNG CAMERON HENRY Non-Executive Chairman Executive Director Highly experienced geologist 20 years' experience managing and operating public compa
Slide 5: Company Highlights
Company Highlights 2029 24.9Mt 1.13% 2026 For personal use only TOTAL MINERAL AVERAGE LI2O GRADE RESOURCE ESTIMATE 10 56,000 Ha LITHIUM PROJECT 560KM2 LAND HOLDING AREAS 2026 2028 PLANNED FIRST PLANNED FIRST SPODUMENE CHEMICAL – LITHIUM CONCENTRATE HYDROXIDE PRODUCTION PRODUCTION Made in Ontario 202
Slide 6: Why Lithium?
WHY LITHIUM? “Lithium demand from electrolyte and cathode in We are still at the beginning March is likely to increase 30%+ YoY based on downstream production plans” Unexpected strong battery production plans in For personal use only March 2024, serving as a catalyst for the lithium price Batter
Slide 7: Ontario, Canada – North American Lithium Supply & Demand Projections
Ontario, Canada North American Lithium Supply & Demand Projections - 2027 Ranked #1 in latest global lithium-ion battery supply chain Lithium Carbonate Equivalent (kt LCE) Western Hub For personal use only 477 Backed by a surge in lithium exploration and 115 powerful government support 362 THUNDER B
Slide 8: Integrated Strategy
3 stage Integrated strategy To become the first Concentrates and Development of a regional supply chain with multiple mine Chemicals producer in the region and process hubs feeding a central lithium conversion facility, made in Ontario For personal use only Stage 1: FIRST PRODUCER IN ONTARIO Seymo
Slide 9: Supply Chain Rock to EV-Battery
SUPPLY CHAIN ROCK TO EV-BATTERY For personal use only MINE MADE IN ONTARIO CONCENTRATE GT1 Organic Growth Spodumene Process Plant CONVERT CAM BATTERY CAR Exploration LITHIUM CONVERSION CATHODE ACTIVITY BATTERY MANUFACTORING CAR MANUFACTORING GT1 Resources FACILITY MATERIAL FACILITY FACILITY FACILITY
Slide 10: PEA Highlights
PEA HIGHLIGHTS Mines and Concentrators Highlights For personal use only Combined mine and concentrator development delivers NPV $1,189M CAD (USD$894M) C$309M 54% Average Annual EBITDA After-tax IRR Low initial start-up capex – well defined (USD$232M) Staged development for second larger operat
Slide 11: Seymour Lithium Project Strategy
Eastern Hub Seymour Lithium Project Strategy Mining Lease Granted for proposed construction area For personal use only PEA completed Simple, DMS only design Minimised footprint - only~500ha 2 open pits – staged North and South Aubry Dry stacked tailings Offtake executed with LG Energy
Slide 12: Seymour Lithium Project – Thick High Grade Infill Drill Results
Seymour Lithium Project Thick, high Grade infill drill results returned up to 2.92% Li20 confirms strong continuity of lithium mineralisation at North Aubry For personal use only Best high-grade drilling intercept returned 24.2m @ 2.69% Li20 from 235.8m incl. 22.2m @ 2.92% Li20 from 235.8m Incre
Slide 13: Definitive Feasibility Study
Definitive Feasibility Study For personal use only New modifying factors optimisation to enable DFS parameters to be set Deliverables Mineral Inventory Expansion Geotechnical Study Whittle Shell Selection Mining Cost Model Optimization Staged Cutback Pit Design Open Pit and Underground C
Slide 14: Resource Growth – Drilling planned at Junior Lithium Project
Resource Growth Drilling planned at Junior Lithium Project LCT spodumene-bearing pegmatites For personal use only measuring up to 40 meters in length and approximately 6 meters in width surface exposure Significant lithia grade up to 3.23% Li2O returned from rock chip samples Proven grade and multip
Slide 15: Conversion Facility
Conversion Facility Top-tier mining jurisdiction and emerging global leader for battery metals Step 1 – proposed circa 20-25 kt capacity For personal use only Step 2 – plant/site layout confirmed for additional train Strategic Innovation Funding (SIF) applications lodged for assessment and support
Slide 16: Root Lithium Project Strategy
Western Hub Root Lithium Project Strategy Root Bay East For personal use only Initial assays results received from the first 8 of a 46 drillhole exploration program at Root Bay confirms significant lithium mineralisation 1.3kms east of the Root Bay Deposit The thickest drill intercept to-date ha
Slide 17: Root Lithium Project – Significant upside to be tested
Root Lithium Project - Significant upside to be tested For personal use only See ASX Announcement: “New Discovery 1.3km East of Root Bay Deposit” on 22 November 2023 GREEN TECHNOLOGY METALS
Slide 18: What Is Next?
WHAT IS NEXT? Capital light work streams invoked – given current market conditions Seymour (Eastern Hub) For personal use only Optimise PEA modifying factors – focus on cost rather than NPV Continue permitting activities Definitive Feasibility Study - delivery in 2nd half 2024 & FID Continue
Slide 19: Contacts
For personal use only Contacts Chief Executive Officer Luke Cox L1, 338 Barker Rd, Subiaco Perth, Western Australia 6008 Email: info@greentm.com.au Investor Relations and Media Jacinta Martino Email: ir@greentm.com.au Share registry Automic Group Email: hello@automic.com.au ASX GT1
Slide 20: Appendix | Mineral Resource Estimate
APPENDIX | MINERAL RESOURCE ESTIMATE Project Tonnes (Mt) Li2O (%) Root Project Root Bay Indicated 9.4 1.30 For personal use only Inferred 0.7 1.14 McCombe Inferred 4.5 1.01 Total 14.6 1.21 Seymour Project North Aubry Indicated 6.1 1.25 Inferred 2.1 0.8 South Aubry Inferred 2.0 0.6 Total 10.3 1.03 Co
Slide 21: Appendix | Disclaimer
APPENDIX | DISCLAIMER Important information: Green Technology Metals Limited (ASX GT1) ACN 648 657 649 (the "Company") is the issuer of this presentation. Not a disclosure document: This presentation is not a disclosure document for the purposes of Chapter 6D of the Corporations Act 2001 (Cth) ("Cor
Slide 22: Appendix | Competent Persons Statement
APPENDIX | COMPETENT PERSONS STATEMENT The information in this Presentation that relates to the Exploration Results is based on activities carried out by Mr Luke Cox. Mr Cox has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and the act
Slide 23: Appendix | Exploration Targets Competent Persons Statement
APPENDIX | EXPLORATION TARGETS COMPETENT PERSONS STATEMENT The information in this Presentation that relates to the Exploration Target at Seymour is based on activities carried out by Mr Luke Cox. Mr Cox has sufficient experience which is relevant to the style of mineralisation and type of deposit u
Green Technology Metals — Prospectors & Developers Association of Canada (PDAC) 2024 on 6ix