Neometals Ltd · ASX:NMT
Neometals — Investor Presentation (March 2024)
33 slides from Neometals's investor presentation, Mar 14, 2024
Slide 1: Sustainable Critical Materials
Sustainable Critical Materials Investor Presentation | 14 March 2024 Authorised for release by Christopher Reed, Managing Director of Neometals ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 2: Disclaimer
Disclaimer Summary information: Not financial product advice: This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to This document is for information purposes only and is not financial product or investment provide summary information about the Company and its associated
Slide 3: Purpose
Purpose Corporate Enrich stakeholders by commercialising innovative processes to recover critical materials from high-value waste and non- conventional feedstocks. Chris Reed CEO ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 3 neometals.com.au neometals.com.
Slide 4: Values
Values Our six core values Corporate underpin all the Company’s activities and are reflected in the acronym STRIDE. ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 4 neometals.com.au neometals.com.au
Slide 5: Focus
Focus Corporate Commercialising our portfolio of sustainable Lithium-ion process technologies to recycle and recover Battery Recycling critical materials from high-value waste streams Lithium-ion Battery Recycling Recycling and recovery reduces pollution and ecological Recovery and regeneration of c
Slide 6: 2024 Tactical Plan
2024 Tactical Plan Corporate Commission Li Ni Complete installation, commissioning LiB Recycling Co Cu of Mercedes-Benz Plant in Germany Commercialise Complete ELi Pilot Battery Materials ELi V Licence to third-parties Investigating R&D Au Pt precious Precious Metals metals recovery Pd from waste Ra
Slide 7: Corporate Dashboard
Corporate Dashboard Despite transitioning to operations and commencement of construction of first Corporate ASX: NMT OTC: RDRUY Shares on Issue (1) m 622.8 plant to Mercedes, our strong LT correlation (0.9) with lithium resulted in a Share Price A$ 0.20 year to forget. Recycling order book and reven
Slide 8: Capital Conservation
Capital Conservation Corporate Right-Sized Teams Reduce Overheads Austerity Streamlined resource use, Strategic cost reduction initiatives Directors agree to decrease maintaining lean, optimised team yield significant administration and director fees and KMP agree structure alignment. corporate savi
Slide 9: Neometals Has the Right Team to Deliver
Neometals Has the Right Team to Deliver Experienced executives backed by a board of skilled specialists Corporate Board of Directors Steven Cole Chris Reed Dr. Natalia Streltsova Douglas Ritchie Dr. Jennifer Purdie Les Guthrie Independent Chairman Managing Director/CEO Independent Independent Indepe
Slide 10: Lithium-ion Battery (LiB) Recycling
Lithium-ion Battery (LiB) Recycling ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 11: A Fast Growing and Critical Market
A Fast Growing and Critical Market Opportunity Insert • Header Info move Regulatory Here to mandatory recycling driven by security of supply and environmental sustainability • Demand for recycling by EV and battery OEM’s -25% CAGR • China dominated supply and recycling, Europe and North America unde
Slide 12: Global Plant Building Partner & Flexible Business Models
Global Plant Building Partner & Flexible Business Models to maximise market share Opportunity Synergistic joint venture leveraging complimentary skills & experience to deliver best-in-class recycling solutions Solution 1 LiB Disposal Facility Globally renowned plant builder Recycling & hydrometallur
Slide 13: Sustainable Competitive Advantages for Plant Owners
Sustainable Competitive Advantages for Plant Owners Opportunity Patented, environmentally-friendly recycling solutions Solution 1 By-products ensure essential lithium produced at substantial discount to Low Cost spot & forecast price Business Strategy 2 Replacement of carbon- heavy traditional mined
Slide 14: Raw Material Cost and Supply Certainty
1 Raw Material Cost and Supply Certainty Opportunity Low Cost • We enable customers to recover/regenerate own battery materials – resilient, circular supply chain • We deliver a long-term, sustainable competitive advantage over purchasing on market Solution Business Strategy Lower total cost of recy
Slide 15: Lower Emission Certainty
2 Lower Emission Certainty Opportunity Low Carbon • Reduces the need to mine virgin materials • Makes the CO2 advantage of EV more meaningful over combustion engine given the absence of mining Solution Business Strategy Licensing Source: Duesenfeld For further information, refer to ASX release dated
Slide 16: Licence-To-Operate Certainty
3 Licence to Licence-To-Operate Certainty Opportunity Operate Insert Header Info Here • Recycling is mandatory under EU Battery Regulations • We enable minimum recycled content to be met Solution Business Strategy Insert Header Info Here Licensing Timeline ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9
Slide 17: Plant Supply & Licensing is our Preferred Model
Plant Supply & Licensing is our Preferred Model Opportunity • No capex, only working capital during build, faster pathway to cashflow • More resilient revenues, not exposed to cost inflation, less margin compression in low price environments Solution Business Strategy Licensing Source: Primobius 202
Slide 18: Mercedes-Benz: Demonstrating our Process/Plants at Scale
Mercedes-Benz: Demonstrating our Process/Plants at Scale Opportunity Strong validation by a marquee OEM of our business models Solution Cooperation agreement with Mercedes-Benz • MB issued purchase orders for 2,500tpa Integrated Recycling Plant in Kuppenheim, Germany (+€30M) • Royalty-free under lon
Slide 19: Plant Supply and Licensing Portfolio
Plant Supply and Licensing Portfolio Opportunity First 21,000 tpa plant supply and licence into the North Technology Licences (10% GSR) American Market for end-of-life EV’s Neometals largest shareholder in licensees Solution in North America • Exclusively licensed to Stelco for end-of-life LiB’s Bus
Slide 20: Upcoming Catalysts and Financial Milestones
Upcoming Catalysts and Financial Milestones Opportunity • Build our order book from conversion of commercial prospects, plant supply profits in instalments over contract • Achieve product readiness for 21,000tpa plants in 2025 and larger plants in 2027 • Build royalty portfolio as order books transi
Slide 21: Lithium Chemicals
Lithium Chemicals ELi Processing Technology Reed Advanced Materials (“RAM”) 70% Neometals / 30% Mineral Resources Ltd ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 22: Piloting Lithium Hydroxide Direct from Brine deposits in '24
Piloting Lithium Hydroxide Direct from Brine deposits in ‘24 Finalising technology package for licensing Estimated Opex Comparison (Conversion to LHM) Lithium Chemicals US$/t LHM • 60% global lithium resources are in brine deposits • Highly efficient process produces battery-quality lithium 5,000 hy
Slide 23: Vanadium Recovery
Vanadium Recovery Vanadium Recovery Process Technology 100% Neometals ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 24: Commercialising Low Cost/Carbon Vanadium from Steel Slag
Commercialising Low Cost/Carbon Vanadium from Steel Slag Potential first commercial licensing opportunity Vanadium Recovery • EU patent pending, hydrometallurgical process produces high purity (+99.5%) vanadium pentoxide from steel slag utilizing CO2 as primary reagent – sequesters carbon in by-prod
Slide 25: Barrambie Titanium and Vanadium
Barrambie Titanium and Vanadium Barrambie Titanium and Vanadium Project 100% Neometals ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 26: Barrambie Titanium Deposit
Barrambie Titanium Deposit Tenement maintenance in parallel with sale preparations Barrambie Titanium & Vanadium • One of the highest-grade titanium deposits globally • Granted mining lease and approval for 1.2Mtpa mining operation • Ministerial approval to construct up to 3.2Mtpa processing plant,
Slide 27: Summary
Summary ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 27 neometals.com.au
Slide 28: Sustainability at Our Core
Sustainability at Our Core Neometals is committed to optimising finite resources using circular practices to benefit society and the environment Summary for a sustainable future Winner in 2022 under the ‘Best Environmental Community Ethics and Technology’ category People Care Benefits Accountability
Slide 29: Neometals' Unique Value Proposition
Neometals’ Unique Value Proposition Neometals is at the forefront of the low carbon production of battery materials via recycling Summary Clear strategy to commercialise technologies into vast TAM with energy transition policy tailwinds Enabling sustainable critical materials – decarbonising supply
Slide 30: Thank you
Thank you neometals.com.au ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 31: Appendix
Appendix ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 32: Commodity Forecast Prices
Appendix Commodity Forecast Prices Appendix 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Lithium Price (US$ / t, real) 16,525 16,475 18,500 21,500 25,000 39,000 37,500 33,500 30,000 28,980 Nickel Price (US$ / t, real) 16,945 17,421 17,891 17,954 17,566 18,416 18,416 18,416 18,416 18,416 Cobalt
Slide 33: Barrambie Mineral Resource and Ore Reserve Estimate
Barrambie Mineral Resource and Ore Reserve Estimate Appendix (1) Based on Cut-off grades of ≥10% TiO2 or ≥0.2% V2O5 (2) The high-grade titanium and vanadium figures are a sub-set of the total Mineral Resource. These figures are not additive and are reporting the same block model volume but using dif