Neometals Ltd · ASX:NMT
Neometals — Shareholder Meeting (September 2024)
24 slides from Neometals's shareholder meeting presentation, Sep 30, 2024
Slide 1: EGM Presentation
For personal use only Critical Materials Recovery EGM Presentation | 30 September 2024 Authorised for release by Christopher Reed, Managing Director of Neometals ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 2: Disclaimer
Disclaimer Corporate Summary information: Financial data: This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to provide All figures in this document are in Australian dollars (AUD) unless stated otherwise. summary information about the Company and its associated entities
Slide 3: Focus (What We Do)
Focus (What We Do) Corporate Commercialising our portfolio of sustainable process technologies to recycle and recover critical materials from high-value waste streams Enable Circular Ensure future • Primobius JV is building Mercedes-Benz a For personal use only Supply Chain Social licence & Regulato
Slide 4: Neometals' Three Business Units Support the Energy Transition
Neometals’ Three Business Units Support the Energy Transition Corporate We are focused on EU and North America, the 2nd and 3rd largest battery (and waste) producing markets respectively and leveraged to the two of the strongest commodity markets forecast to 2050 For personal use only Lithium Batter
Slide 5: Corporate Dashboard
Corporate Dashboard Corporate ASX: NMT OTCQX: NMTAY “The decline in battery materials prices over the last 2 years has been challenging, Shares on Issue (1) m 689.8 particularly with our strong lithium price correlation as referenced in the diagram below. Share Price A$ 0.145 However, the strong fun
Slide 6: Strong Team
Strong Team Corporate Experienced executives backed by a board of skilled specialists Non-Executive Board Independent Independent Independent Chairman For personal use only Non-Executive Director Non-Executive Director Steven Cole Doug Ritchie Les Guthrie 40+ years in legal Senior executive with 35+
Slide 7: Building world-class Lithium-ion Battery (LiB) Recycling Plants
For personal use only Building world-class Lithium-ion Battery (LiB) Recycling Plants ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 8: Our TAM is a High Growth, High Value Waste Stream
Our TAM is a High Growth, High Value Waste Stream LiB Recycling Insert Header • Targeting EUInfo Here (mandatory recycling) & NA markets driven by production scrap, warranty returns and EOL • A 10% market share (~300,000t) in 2040 equates to one 20,000 tpa plant supplied every year for the next 15 y
Slide 9: Recycling technology being commercialised via Primobius JV
Recycling technology being commercialised via Primobius JV LiB Recycling Primobius can supply turn-key recycling plants based on a patented highly-efficient, low-cost process For personal use only Discharging Stations Disassembling Station HUB* *ACN 630 has 5 granted national phase patents and 12 pe
Slide 10: Unique Business Model to Maximise Market Penetration
Unique Business Model to Maximise Market Penetration LiB Recycling • Aim to supply plants to customers rather than compete against them • Up-front plant supply margins – capital-light, lower-risk • Royalty stream on end-product value recovered over plant life For personal use only EPCM Contract Gros
Slide 11: Go-To-Market Strategy
Go-To-Market Strategy LiB Recycling • Tailoring and delivering solutions to meet customers’ economic, regulatory and social needs • Delivering flexible business models to meet customers wants (flexibility to match recycling offering to strategy) Needs Wants For personal use only LiB Disposal 1 Licen
Slide 12: Mercedes-Benz: Industrial Validation
Mercedes-Benz: Industrial Validation LiB Recycling • Potential long-life relationship with marquee OEM • Successful ‘industrial validation’ will trigger global rollout of commercial-scale plants For personal use only Partnership Cooperation agreement with Mercedes-Benz • 2,500 tpa Integrated Recycli
Slide 13: Commercial Pipeline
Commercial Pipeline LiB Recycling • Mercedes industrial validation expected to crystalise business development pipeline into contracts • First planned 21,000tpa plant supply and licence Non-binding MOU’s into the North American Market for end-of-life EVs For personal use only EU Thailand India in No
Slide 14: Indicative Commercialisation Plan
Indicative Commercialisation Plan LiB Recycling • Product readiness defined as Primobius offering plant supply packages to third-parties • Primobius must have back-to-back contract with SMS for fabrication, installation and commissioning • MB Pilot Spoke and Hub steady state is condition precedent f
Slide 15: Lithium Chemicals: ELi Processing Technology
For personal use only Lithium Chemicals ELi Processing Technology Reed Advanced Materials (“RAM”) 70% Neometals / 30% Mineral Resources Ltd ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 16: ELi Process - Lithium Hydroxide Direct from Brines
ELi Process - Lithium Hydroxide Direct from Brines Estimated Opex Comparison (Conversion to LHM) Lithium Chemicals Low-cost solution for converting lithium chloride from brines and minerals directly to lithium hydroxide • Highly efficient process targets production of battery-quality lithium hydroxi
Slide 17: Vanadium Recovery
For personal use only Vanadium Recovery Vanadium Recovery Process Technology 100% Neometals Vanadium Recovery Project 1 - Finland 87% Neometals 11% Critical Metals Ltd 1.1% EIT Raw Materials GmbH ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 18: VRP1 – First Circular Vanadium Development in EU
VRP1 – First Circular Vanadium Development in EU Recent EIT Raw Materials equity and option for ≤ 20% at €50M pre-money valuation Vanadium Recovery Insert Header Info Here to fund new project financing process – approved for EIB debt finance Location: Tahkoluoto Port, City of Pori, Finland For perso
Slide 19: Barrambie Titanium and Gold
For personal use only Barrambie Titanium and Gold Barrambie Titanium and Gold Project 100% Neometals ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 20: Barrambie Project
Barrambie Project Tenement maintenance whilst seeking to divest VTM resources Barrambie Titanium & Gold • One of the highest-grade titanium deposits globally • Granted mining lease and approval for 1.2m tpa mining operation • Ministerial approval to construct up to 3.2m tpa processing plant - timefr
Slide 21: Summary
For personal use only Summary ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 21 neometals.com.au
Slide 22: Neometals' Unique Value Proposition
Neometals’ Unique Value Proposition Neometals is at the forefront of the low carbon production of critical materials via recycling and recovery from waste Summary Clear Strategy – Delivering patented, environmentally-friendly solutions to recover critical materials from vast, growing waste streams a
Slide 23: Thank you
For personal use only Thank you neometals.com.au ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 24: Commodity Forecast Prices from Benchmark Mineral Intelligence 2024
Appendix Appendix Commodity Forecast Prices from Benchmark Mineral Intelligence 2024 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Lithium Price (US$ / t, real) 14,126 14,100 14,000 17,500 24,500 31,000 36,500 34,500 32,000 30,000 Nickel Price (US$ / t, real) For personal use only 16,945 17,421