Green Technology Metals Limited · ASX:GT1

Green Technology Metals — Investor Presentation (May 2026)

42 slides from Green Technology Metals's investor presentation, May 1, 2026

  1. Slide 1: Building Ontario's first integrated lithium business

    For personal use only Building Ontario’s first integrated lithium business INVESTOR PRESENTATION | May 2026 ASX GT1

  2. Slide 2: Indigenous Partners Acknowledgement

    INDIGENOUS PARTNERS ACKNOWLEDGEMENT We would like to say Gchi Miigwech to our Indigenous partners. GT1 appreciates the opportunity to work in their Traditional Territory and For personal use only remains committed to the recognition and respect of those who have lived, travelled, and gathered on the

  3. Slide 3: Important Notices and Disclaimer

    IMPORTANT NOTICES AND DISCLAIMER DISCLAIMER This Presentation has been prepared by Green Technology Metals Limited (ACN 648 657 649) (the “Company”) in relation to an equity capital raising by the Company consisting of a placement of fully paid ordinary shares in the Company (“Shares”) to certain so

  4. Slide 4: Important Notices and Disclaimer - Industry Data

    IMPORTANT NOTICES AND DISCLAIMER INDUSTRY DATA Certain market and industry data used in connection with this Presentation may have been obtained from research, surveys or studies conducted by third parties, including industry or general publications. Neither the Company nor its representatives have

  5. Slide 5: Transformational Recapitalisation

    For personal use only TRANSFORMATIONAL RECAPITALISATION A compelling opportunity in the lithium sector with strong fundamentals and strategic advantages

  6. Slide 6: The Opportunity is Now

    The Opportunity is Now Global Lithium market needs supply and GT1 is an advanced explorer heading to development Spodumene pricing is stablising with revised forecasts opening the funding window for junior developers For personal use only Global energy shift gaining momentum and moving further towar

  7. Slide 7: Offer Structure

    Offer Structure A$11.0m equity capital raising comprising: • Two-tranche Placement to raise A$7.0m:  Tranche 1 - A$1.6m through the issue of approximately 80.0m fully paid ordinary shares (New Shares) under the Company’s placement capacity pursuant to ASX Offer Size & Listing Rule 7.1; Structure Fo

  8. Slide 8: Sources & Uses of Funds

    Sources & Uses of Funds SOURCE OF FUNDS (A$M) USE OF FUNDS (A$M) Completion of the Definitive Feasibility Study (DFS) For personal use only Existing Cash (as at 31-March-2026) 0.5M 1.4M and works streams associated with Closure plan Debt Nil Permitting and approvals including Impact Benefit Agreemen

  9. Slide 9: Pro-Forma Capital Structure

    Pro-Forma Capital Structure Unit Pro Forma (A$) Offer Price A$ 0.02 For personal use only No. of Ordinary Shares2 M 1,201.03 No. of Options4 M 113.5 No. of Performance Rights5 M 63.1 Undiluted Market Capitalisation at Offer Price A$M 24.0 Cash and Equivalents1 A$M 11.5 Debt1 A$M 0.0 Undiluted Enterp

  10. Slide 10: Indicative Timetable

    Indicative Timetable Event Date Trading Halt Wednesday, 29 April 2026 (pre-market open) Announcement of the Offer Friday, 1 May 2026 (pre-market open) Lodgement of Prospectus and Appendix 3B with ASX Monday, 4 May 2026 (post-market close) For personal use only Ex-date Thursday, 7 May 2026 Record Dat

  11. Slide 11: Company Background

    For personal use only COMPANY BACKGROUND A compelling opportunity in the lithium sector with strong fundamentals and strategic advantages

  12. Slide 12: Company Highlights

    Company Highlights Strategic lithium resource development opportunity UNDERVALUED STRATEGY For personal use only ~$100M invested to date with +30Mt lithium defined resource – Low capex, medium scale staged projects with great existing no value for +20Mt Root lithium project attributed yet infrastruc

  13. Slide 13: 3-Stage Integrated Strategy

    3-STAGE INTEGRAED STRATEGY Integrating mine, concentrator and 1 conversion facility 3 For personal use only SEYMOUR LITHIUM ROOT LITHIUM PROJECT PROJECT MRE: 10.3 Mt at 1.07% Li2O MRE: 20.1 Mt at 1.24 Li2O JUNIOR LITHIUM 6.1Mt @ 1.25% Indicated 10Mt @ 1.33% Indicated PROJECT 1 DMS CONCENTRATOR HYBRI

  14. Slide 14: Existing Board & Management

    Existing Board & Management GT1 Board of Directors Cameron Henry John Young Patrick Murphy Managing Director Non-Executive Chairman Non-Executive Director For personal use only  20+ years experience in development and delivery, energy and NPI projects  Co-founder and previous Executive Director of

  15. Slide 15: Lithium Enters Third Supercycle

    Lithium Enters Third Supercycle “The market has entered the third supercycle for lithium prices, with persistent supply-demand gaps set to support prices significantly above market consensus.” +74% $3,131 2× 42% For personal use only UBS upgrade to UBS spodumene Global lithium demand BESS share of t

  16. Slide 16: Stage 1: Eastern Hub

    Stage 1: EASTERN HUB For personal use only FALCON JUNIOR 10.3 Mt 59% TOTAL RESOURCE @ 1.07% INDICATED US$251M 7 years AFTER-TAX NPV MINE LIFE Refer to announcement “Optimised Seymour Project PEA Highlights Robust Economics” dated 21 February 2025. The Company confirms that the material assumptions u

  17. Slide 17: Seymour – Pathway to Permitting & FID

    Seymour – Pathway to Permitting & FID Recapitalisation of the business to fund Seymour development work streams SEYMOUR DEVELOPMENT ADDITIONAL GOVERNMENT FUNDING For personal use only  Completion of DFS planned for end Q3 2026. Opportunity to The Company is currently engaged in discussions for redu

  18. Slide 18: Optimised Site Layout

    Optimised Site Layout 2026 Footprint Reducing the environmental footprint by 45% 338ha ✓ DFS is progressing, due for completion Q4, 2026 597ha For personal use only awarded to Altris Engineering Improved water management strategy and reduction in ✓ mine waste from a revised mining strategy Includes

  19. Slide 19: Advantage to production

    Advantage to production Low hurdle into production - Capex, processing risk, location ✓ Advanced Development: Major spend completed, Seymour drilling complete, DFS due for completion Q3, 2026 For personal use only ✓ Focus on Permitting: Closure plan being finalised and final consultation works with

  20. Slide 20: Seymour Progress & Timeline

    Seymour Progress & Timeline The next project into production in Canada ✓ Mining lease granted over proposed mining and For personal use only processing areas ✓ Provincial permitting requirements only - determined by federal Impact Assessment Act ✓ Environmental Assessment Submission complete - Defin

  21. Slide 21: Seymour Optimised PEA

    Seymour Optimised PEA US US $122M $251M 33% For personal use only Average Annual EBITDA After-tax NPV After-tax IRR US Average price used $680 US $1851 130K Average Per Tonne SC5.5 FOB Thunder Bay Average Annual Production Fast markets lithium pricing from Q3 2024 C1 Cost FOB Thunder Bay Tonnes of S

  22. Slide 22: Seymour Optimised PEA sensitivity

    Seymour Optimised PEA PEA sensitivity model and current forecast pricing Project NPV Sensitivity to SC5.5 Price (US $M) at 8.0% Post-Tax, Real Discount Rate 600.0 533.9 For personal use only 500.0 400.0 After- NPV US $ Million Tax NPV… 300.0 251.0 200.0 142.8 100.0 - 1400 1500 1600 1700 1800 1900 20

  23. Slide 23: Financing Strategy

    Financing Strategy – based on previous PEA Seymour project CAPEX requirements potentially funded through, offtake pre-project financing, debt and government infrastructure mechanisms and equity Indicative Funding Strategy – Stage 1 Seymour* For personal use only Established strategy in place for fut

  24. Slide 24: Seymour and Junior - Exploration Upside

    Seymour and Junior - Exploration Upside Seymour Project  50% of the project area remains underexplored For personal use only  Several priority near-deposit targets mapped on surface and untested by drilling Junior Lithium Project (20km from Eastern Hub – key long-term feed source)  Three deposits

  25. Slide 25: Value added By-product Rubidium

    Value added By-product Rubidium Strategic value: Low-cost revenue stream that strengthens Seymour’s economics and GT1’s growth strategy ✓ 8.3Mt @ 0.27% Rb₂O (6.2Mt Indicated; 2.1Mt Inferred), 23kt Rb₂O contained For personal use only ✓ High-grade zone: 3.4Mt @ 0.40% Rb₂O (13.6kt Rb₂O) ✓ Globally sig

  26. Slide 26: Root Lithium Project

    3 ROOT For personal use only LITHIUM PROJECT Long-term feed source +10 year mine life for long-term feed to the planned lithium conversion facility Further exploration upside Several follow-up targets remain at Root, with additional potential at Root Bay, which remains open both down-dip and along s

  27. Slide 27: Strong Project Economics

    Strong Project Economics Permitting Underway 20.1 Mt 10.0 Mt US$668M +10 years For personal use only TOTAL RESOURCE @ 1.24% INDICATED @ 1.32% AFTER-TAX NPV MINE LIFE ✓ Long-term feed source: +10 year mine life for long-term feed to ✓ Further exploration upside: Several follow-up targets remain at Ro

  28. Slide 28: Infrastructure Advantages

    Infrastructure Advantages Power & Utilities  100% green, low-cost hydro power via Indigenous-owned For personal use only Watay line crossing the site  Direct grid connection means no new infrastructure, lower capex and faster development Transportation  Road access to highway network and rail lin

  29. Slide 29: Root Optimised PEA

    Root Optimised PEA US US $234M $668M 53.5% For personal use only Average Annual EBITDA After-tax NPV After-tax IRR US $677 3 year 213K Average Per Tonne SC5.5 Average Annual Production Payback Period C1 Cost Tonnes of SC5.5 spodumene Favourable economics across alternative mine Long-term feed source

  30. Slide 30: Root Optimised PEA – current pricing

    Root Optimised PEA – current pricing Project NPV Sensitivity to SC5.5 Price (US $ M) at 8.0% Post-Tax, Real Project NPV Sensitivities (USD % #039;000s) at 8.0% Post-Tax, Real Discount Rate Discount Rate 1100 1,000,000 937,825 989 For personal use only 900 919 800,473 850 764,532 High / Low SC5.5 781 70

  31. Slide 31: Root Resource Growth

    Root Resource Growth Root Bay Deposit Expansion ✓ Drilling increased MRE tonnes and lithium content by 55%; pegmatites remain open to the south For personal use only ✓ High-grade intercepts up to 23m; similar characteristics across Root Bay East with potential deposit repetition ✓ Future drilling to

  32. Slide 32: Key Catalysts

    Key Catalysts Next 12 Months Q2 2026 Q3 2026 Q4 2026 Q2 2027 For personal use only DFS and final permitting works DFS completion and Closure plan Submission of Closure plan for approval, Finalize financing, commence construction recommencing completion financing. Commence tree removal NEAR-TERM MILE

  33. Slide 33: Contacts

    For personal use only Contacts Managing Director Cameron Henry L1, 1 Alvan Street, 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

  34. Slide 34: Appendices | Mineral Resource Estimate

    APPENDICES | MINERAL RESOURCE ESTIMATE Project Tonnes (Mt) Li2O (%) Root Project Root Bay Open pit Indicated 5.8 1.28 Inferred 0.1 0.73 Root Bay Underground For personal use only Indicated 4.2 1.37 Inferred 5.5 1.24 McCombe Inferred 4.5 1.01 Root Total 20.1 1.24 Seymour Project North Aubry Indicated

  35. Slide 35: Appendices | Key Risks

    APPENDICES | KEY RISKS The Company is subject to a variety of risk factors. This section discusses some of the key risks associated with an investment in fully paid ordinary shares in the Company (Shares). Some of these are specific to its business activities, while others are of a more general natu

  36. Slide 36: Appendices | Key Risks

    APPENDICES | KEY RISKS Exploration, development and operating risks and costs . The prospects of the Company should be considered in light of the risks, opportunities, expenses and difficulties frequently encountered by companies at a similar stage of production and development. The Company's initia

  37. Slide 37: Appendices | Key Risks

    APPENDICES | KEY RISKS Tenure, access and grant of licences / permits The Company’s operations are subject to receiving and maintaining licences and permits from appropriate governmental authorities. There is no assurance that delays will not occur in connection with obtaining all necessary grants .

  38. Slide 38: Appendices | Key Risks

    APPENDICES | KEY RISKS Sovereign risk The Company's projects in Canada are subject to the risks associated in operating in a foreign country. These risks may include economic, social or political instability or change, hyperinflation, currency non-convertibility or . instability and changes of law a

  39. Slide 39: Appendices | Key Risks

    APPENDICES | KEY RISKS . Metallurgy • Metal and/or mineral recoveries are dependent upon the metallurgical process that is required to liberate economic minerals and produce a saleable product and by nature contain elements of significant risk such as: • identifying a metallurgical process through t

  40. Slide 40: Appendices | Foreign Offering Advice

    APPENDICES | FOREIGN OFFERING ADVICE International Offer Restrictions . No action has been taken to register the securities or otherwise permit a public offering of securities in any jurisdiction. The distribution of this document outside Australia may be restricted by law. Persons who come into pos

  41. Slide 41: Appendices | Foreign Offering Advice

    APPENDICES | FOREIGN OFFERING ADVICE . New Zealand This document has not been registered, filed with or approved by any New Zealand regulatory authority under the Financial Markets Conduct Act 2013 (the “FMC Act”). The New Shares are not being offered or sold in New Zealand (or allotted with a view

  42. Slide 42: Appendices | Eligible Purchasers

    APPENDICES | FOREIGN OFFERING ADVICE ELIGIBLE PURCHASERS . By receiving this document, the recipient represents, acknowledges and agrees that it if it is in: Australia: Subscribers, including recipient, must be “(i) “sophisticated investors” pursuant to section 708(8) of the Corporations Act 2001 (C

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