Neometals Ltd · ASX:NMT
Neometals — Investor Presentation (May 2015)
30 slides from Neometals's investor presentation, May 26, 2015
Slide 1: Investor Presentation
For personal use only Investor Presentation ASX Code: NMT May 2015 1
Slide 2: Disclaimer
2 Disclaimer For personal use only Summary information: This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to provide summary information about the Company and its associated entities and their activities current as at the date of this document. The information contained
Slide 3: Our Strategy
3 Our Strategy For personal use only Develop low-cost operations with strong partners Quality captive resources Attractive commodities with strong, long-term fundamentals Focus on low-cost processing technologies for long-term profitability Leverage strategic partnerships to better manage financial
Slide 4: Corporate Details
Corporate Details For personal use only ASX Code:Price NMT OTC: NMTUY (AU cents) ASX Code: NMT OTC: RDRUY 12 Last close ( 12 Dec 2014 ) $ 0.036 Last close (19 May 2015) $0.09 10 8 6 Shares on issue M 499.4 Shares on issue 502 M 4 2 Cash (30 Sept 2014) $m 11.7 Cash (31 Mar 2015) $9 M 0 Incl Restricte
Slide 5: All the right elements
For personal use only ua All the right elements
Slide 6: Lithium Fundamentals
Lithium Fundamentals For personal use only + = 6
Slide 7: Lithium Fundamentals
Lithium Fundamentals For personal use only + = 7
Slide 8: Lithium Fundamentals
Lithium Fundamentals For personal use only 50% Hard rock 50% Brine + = 8
Slide 9: Mt Marion Lithium Project
For personal use only Mt Marion Lithium Project 70% Neometals 30% and Operator Mineral Resources Ltd (ASX:MIN) + = 9
Slide 10: High Quality Resource
High Quality Resource For personal use only 3 rd Highest ranked undeveloped hard-rock deposit globally + = 10 Sources: SignumBOX, Issue 8, February 2014
Slide 11: Project Strategy
Project Strategy For personal use only Produce Lithium Value add into Integrated Lithium Mineral Lithium Battery Producer Concentrates Materials (LiOH) with partner MIN with Partners + = FULLY FUNDED FULLY PERMITTED + = 11
Slide 12: High Quality Partner
High Quality Partner For personal use only • Australia’s largest contract minerals processor • Will provide complete mine-to-port solution • Construct and operate plant on Build-Own- Operate basis • No upfront capital cost to NMT + = 12
Slide 13: Flythrough
13 For personal use only Flythrough + =
Slide 14: Secured additional Lithium Rights and Infrastructure purchase
Secured additional Lithium Rights (blue) and Infrastructure purchase (green) from MLX For personal use only + = 14
Slide 15: Commercialisation Plan
Commercialisation Plan For personal use only Final Final Obtain Investment Downstream Investment Take-or-Pay Decision – Partner Decision – Offtake Concentrate Agreement LiOH 2015 Operation Operation PROGRESS • Negotiations progressing with offtake partners • Completion of offtake deal will allow for
Slide 16: Own low-cost Patented Technology
Own low-cost Patented Technology For personal use only Competitors Input Price US$5,000/t x1t Final Final Lithium Lithium Product Chlorination Product Carbonate Carbonate Caustic- LiOH Spodumene Purification LiOH Technical Battery isation Battery Electrolysis Battery Grade Grade Grade Grade Cost Cos
Slide 17: Own low-cost Patented Technology
Own low-cost Patented Technology For personal use only + = 17
Slide 18: Barrambie Titanium Project
For personal use only Barrambie Titanium Project 100% Neometals + = 18
Slide 19: Titanium Fundamentals
Titanium Fundamentals For personal use only + = 19 Sources: Company Reports
Slide 20: High Quality Resource
High Quality Resource For personal use only 1 2 +150Mt 47Mt @ 3 @34% TiO2 22% TiO2 18% Lac Tio Barrambie* Tellnes * Mineral Resource Estimate (JORC2012) on page 29 + = 20 Sources: Company Reports
Slide 21: Project Strategy
Project Strategy For personal use only Mine, Concentrate Produce Titanium Integrated Titanium and Truck Pigment with Producer Titanium Industry Partner Concentrate + = + = 21
Slide 22: Licenced low-cost Technology
Licenced low-cost Technology For personal use only Competitors Input Price US$1,000/t X1.2t Final Final Chlorination Product ROM Chlorination Product Rutile & Purification Fine Ore & Purification Fine Pigment Pigment Cost Cost US$2,100 - US$1,214/t 2,300/t Step 1: Proof of concept High purity 99
Slide 23: Licenced low-cost Technology
Licenced low-cost Technology For personal use only + = 23
Slide 24: Commercialisation Plan
Commercialisation Plan For personal use only Pilot Scale Complete Beneficiation Definitive Final Pre-feasibility & Hydromet Feasibility Investment Study Test work Study Decision 1H 2015 2015/16 2016/17 Attract JV Partner + = 24
Slide 25: Investment Proposition
For personal use only 25 Investment Proposition + = 25
Slide 26: Lithium: Near term mining opportunity
Lithium : Near term mining opportunity For personal use only Fully funded, fully permitted 03 01 02 Great resource Strong partner + Firm offtake agreements = Consider Final Investment Strong market Decision + = 26
Slide 27: Titanium: A growth story for 2015
Titanium : A growth story for 2015 For personal use only 03 01 02 Demonstrate Technical + Demonstrate Economic + Obtain Strong Partners Feasibility Viability to Commercialise + = 27
Slide 28: Thank you
For personal use only Thank you www.neometals.com.au + = 28
Slide 29: Mineral Resource Estimates - Mt Marion
Mineral Resource Estimates for the Mt Marion Lithium deposit, as at July 2011, for a block cut-off grade of 0.3% Li2O For personal use only Measured Indicated Inferred Total Project Area Material type Tonnes Li2O% Fe2O3% Tonnes Li2O% Fe2O3% Tonnes Li2O% Fe2O3% Tonnes Li2O% Fe2O3% Oxide 60,000 1.19 0
Slide 30: Mineral Resource Estimates - Barrambie
Mineral Resource Estimates for the Barrambie Ti-V deposit, as at September 2013, for a block cut-off grade of 15% TiO2 For personal use only Density TiO2 V2O5 Fe2O3 Al2O3 SiO2 Classification Zone Oxidation MTonnes (t/m3) (%) (%) (%) (%) (%) Eastern Oxide 18.7 2.82 23.29 0.59 42.93 10.70 16.36 Transi