Critical Minerals Group Ltd. · ASX:CMG
Critical Minerals — Investor Presentation (April 2025)
26 slides from Critical Minerals's investor presentation, Apr 2, 2025
Slide 1: Delivering your energy storage solutions
For personal use only Delivering your energy storage solutions April 2025
Slide 2: Disclaimer
Disclaimer Critical Minerals Group Lim ited ACN 652 994 726 (CMG or the company) is the issuer of this presentation. Fo rward Looking Statements This presentation co ntains ‘forward-looking statem ents’ that are based on the company’s expectations, estimates and pro jectionsas of the Securities Disc
Slide 3: Company overview
Company overview Critical Minerals Group (CMG) is focused on energy storage solutions, leveraging vanadium flow batteries (VFBs) For personal use only CMG’s model integrates upstream (mining), midstream (vanadium electrolyte production), and downstream (energy storage solutions) to create a complete
Slide 4: Key highlights
Key highlights Diversified income streams World class assets offering business flexibility Near-term cashflow For personal use only • Developing the first Vanadium Electrolyte • CMG’s vertically integrated business model • BESS solutions are on track to generate Manufacturing facility in SEQ spans t
Slide 5: Proven ability to execute
Proven ability to execute CMG has a clear direction for 2025 Recent achievements 2025 Targets For personal use only 2022 2022 2023 2024 2025 2025 ✓ IPO and $5M capital raised ✓ Scoping Study completed with ✓ Successful placement and • Secure further funding through positive results entitlement offer
Slide 6: Market opportunity
Market opportunity CMG is positioned to capitalise on a growing total addressable market (TAM) with a proven technology and market leading resource For personal use only Global Australia Demand established Annual installed VFB utility-scale and commercial and Grid-scale, long duration Vanadium batte
Slide 7: CMG clearly defining its target customers and an achievable growth pathway
CMG clearly defining its target customers and an achievable growth pathway Opportunities for long duration batteries For personal use only • CMG has identified its target customer applications • Enhancing economic efficiency of renewable energy • Load balancing and enhancing grid resilience • Power
Slide 8: Integrated business model
For personal use only Integrated business model
Slide 9: CMG creating an integrated supply chain
CMG creating an integrated supply chain Delivering energy storage solutions to customers For personal use only SUPPLY CHAIN Pentoxide production Electrolyte manufacturing Battery Energy Storage System (BESS) solution Vanadium mining & processing Electrolyte manufacture Electron storage & distributio
Slide 10: Battery Energy Storage System (BESS) solutions
For personal use only Battery Energy Storage System (BESS) solutions
Slide 11: BESS services offering: Vanadium Flow BESS Solutions
BESS services offering Vanadium Flow BESS Solutions CMG has developed a total package solution for renewable assets using vanadium batteries (VFB) from funding to install and operations For personal use only The total battery solution Progress to date Customer Project origination and commercial Disc
Slide 12: BESS services offering: Unit and scale economics
BESS services offering Unit and scale economics Downstream BESS solutions installation targets CMG plans to use the V2O5 production to manufacture vanadium electrolyte and then use this entire production in vanadium battery installations. For personal use only Supply chain production per annum BESS
Slide 13: Vanadium electrolyte manufacturing
For personal use only Vanadium electrolyte manufacturing
Slide 14: Vanadium electrolyte manufacturing facility
Vanadium electrolyte manufacturing facility Highlights For personal use only • $2M Queensland Government Treasury grant • 1 million litres vanadium electrolyte — approx 20 MWh • V2O5 initially sourced from third party supplier, then from CMG Lindfield project production • Existing Logan warehouse fa
Slide 15: Midstream — 12-month development plan
Midstream — 12-month development plan 12-MONTH PLAN • Secured QLD Treasury grant funding $2 million for 1 million litres , 20 MWh capacity facility Planning • Awarded — EPC contract to Sedgman and technology partner Van-Tech (UK) Complete Phase Secured manufacturing site location warehouse 1,443 m2
Slide 16: Midstream — Unit and scale economics
Midstream — Unit and scale economics Vanadium electrolyte manufacturing facility 1 million litres pa capacity — 20 MWh pa For personal use only Phase 1 Phase 2 Phase 3 Phase 4 Commissioning and 10x expansion steady Steady state operations Potential expansion beyond initial operations state operation
Slide 17: Pentoxide production: Lindfield Vanadium Project
For personal use only Pentoxide production Lindfield Vanadium Project
Slide 18: Upstream — Lindfield V2O5 resource
Upstream — Linfield V205 resource Overview and assets Large scale resource 4 Vanadium tenements For personal use only • Mineral Resource estimate of 713Mt, • Lindfield EPM 100% 491Mt Indicated at 0.32% V2O5, 3.4% Al2O3 • Lindfield North EPM 100% and 130ppm Mo. 72% less than 20m depth. • Winmoor EPM
Slide 19: Upstream — Development plan
Upstream — Development plan • Drilling • Pre-feasibility • QRCUF Trial • Detailed Design • Construction • Commission For personal use only • Upgrade MRE • Bankable Feasibility • Reserves defined • Procurement • Commission • Steady State • Pre-feasibility Study • EIS approval • Construction • Pre-qua
Slide 20: Lindfield Vanadium Project
Lindfield Vanadium Project* 10,000 Tonne V2O5 $400M capital cost $510M NPV For personal use only The Project has the technical and financial Estimated direct capital costs Assuming AUD$31/kg 98.5% V₂O₅, attributes to potentially develop a (excluding indirect costs, EPCM, owners’ USD$57.5/kg 99% MoO3
Slide 21: Combined integrated solution: Energy Storage Solutions
For personal use only Combined integrated solution Energy Storage Solutions
Slide 22: Combined integrated solution
Combined integrated solution For personal use only Pentoxide production Electrolyte manufacturing Battery Energy Storage System (BESS) solution Vanadium mining & processing Electrolyte manufacture Electron storage & distribution solutions + Power supply partnerships DEVELOPER SERVICES • Extraction •
Slide 23: Combined integrated solution: case study
Combined integrated solution Assumptions CASE STUDY One 2MW battery, 16,000 kWh, 8hr storage capacity 6.9l Vanadium Electrolyte For personal use only A 2MW battery energy storage system (BESS) with an 8-hour storage capacity can deliver 1kg Pentoxide 16MWh or 16,000 kWh of energy. 0.14 kWh Using the
Slide 24: CMG's Operating Milestones
MG’ Op M 2022 2023 2024 2025 2026 2027 2028 2029 Upstream – Vanadium Pentoxide Production (Lindfield Project) For personal use only Nov 22: Sept 23: $2.7 M Grant Pilot Plant Test Pit – Mine Infra - Design & Construction Lindfield Lindfield awarded via test-work bulk Drilling Drilling IPICM Program s
Slide 25: News flow and upcoming catalysts
News flow and upcoming catalysts An achievable timeline to an integrated supply chain For personal use only 2025 2026 2027 2028 ACTIVITY Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Coordinated project status Mining lease application Pilot plant test work complete Pre-Feasibility complete Commissioning VE plant
Slide 26: For more information
For personal use only For more information: Ph: (07) 3132 3504
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