Gcm Corp., Ltd. · ASX:GCM
Gcm — Green Critical Minerals — Investor Presentation (November 2024)
18 slides from Gcm's investor presentation, Nov 12, 2024
Slide 1: Enhancing Our Mine to Market Graphite Strategy
For personal use only Enhancing Our Mine to Market Graphite Strategy With the acquisition of the breakthrough VHD Technology. ASX:GCM gcminerals.com.au
Slide 2: Disclaimer
Disclaimer • This presentation has been prepared by Green Critical Minerals Limited (GCM or the Company). It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This p
Slide 3: VHD Graphite Technology Market Size
2023 VHD Graphite Technology Market Size US +$700B1 Potential to Disrupt a USD +$700 Billion Market upon Commercialisation of Superior Graphite Blocks, in a Fraction of the Time and Cost2 For personal use only Nuclear Sector Defense VHD Graphite Blocks Sector Raw Graphite US $1,000- VHD Graphite $1,
Slide 4: Why VHD Graphite?
Why VHD Graphite? Faster, Cheaper and Superior Qualities than its Peers: Pyrolytic and Nuclear For personal use only Superior Properties Advanced Stage of Development Scalable VHD Graphite can achieve initial Superior or comparable product commercialisation in around Further R&D has the potential pr
Slide 5: Acquisition Summary
Acquisition Summary Supports Rapid Commercialisation For personal use only • VHD Graphite invented by renowned materials scientist, Professor Charles Sorrell from the University of New South Wales • Binding technology purchase agreement to acquire 100% rights of advanced stage revolutionary process
Slide 6: Research and Development Team
Research and Development Team World Class Materials Scientist and Materials Engineers • VHD Graphite invented by Professor Charles Sorrell - University of New South Wales For personal use only • Professor, School of Materials Science & Engineering, University of New South Wales. • Winner of the 2006
Slide 7: VHD Graphite's Properties
VHD Graphite’s Properties3 Superior Material Properties from a Simple Manufacturing Process Thermal Conductivity Electrical Resistivity Bulk Density Degree of Anisotropy4 For personal use only (for heat dissipation) (along the grain) (electrical resistivities) 2190 kg/m³ 2050 kg/m³ 617 W/m.k 9.6 µΩ·
Slide 8: A Quantum Leap in Graphite Production
A Quantum Leap in Graphite Production Simple, Scalable & Fast Manufacturing Process – Reduces Waste and Emissions5 For personal use only Superior Properties in a Class of its Own Efficient to Produce • Amongst the highest thermal conductivity of any block graphite material - ideal for heat managemen
Slide 9: Thermal Management Applications
Thermal Management Applications Immediate Opportunities For personal use only • AI, Data Centres, Supercomputers, Battery Management Systems are all experiencing significant growth • Items are getting smaller, using more power and generating more heat • Thermal management, the process of moving heat
Slide 10: Solar-Thermal Energy Storage
Solar-Thermal Energy Storage Immediate Opportunities For personal use only • Decarbonisation of energy grids requires innovative thinking and technological advances. • Renewable energy sources require storage solutions to support base load power demands. • Current solutions are expensive and require
Slide 11: Focused R&D to Leverage Product Expansion and to Power Growth
Focused R&D to Leverage Product Expansion and to Power Growth For personal use only Future Opportunities • Graphite is an extremely versatile material, universally used in products in demand today • From industrial applications like glass manufacturing, to precision engineering of micro level compon
Slide 12: Immediate and Scalable Market Opportunities
Immediate and Scalable Market Opportunities Global Demand across Rapidly Growing Markets Market Size $USD For personal use only 2023: $2.1 Bn 2023: $51.6 Bn 2023: $681 Bn 2023: $5.9 Bn9 2030: $3.9 Bn6 2030: $72.5Bn7 2030: $2.1 Tr8 2030: $??? VHD Batteries Bulk Advanced Electronics Emerging Industria
Slide 13: Grant Funding Opportunities
Grant Funding Opportunities Opportunities Identified and Discussions Commenced For personal use only • VHD Graphite is an extremely versatile material, universally used in products in demand today. • Graphite is recognised universally as a critical mineral, with a wide range of applications to the t
Slide 14: Near Term Milestones to Support Commercialisation and Transition to Revenue
Near Term Milestones to Support Commercialisation and Transition to Revenue For personal use only • Personnel – Appoint a Head of Research and Development to lead R&D Professor Andrew Ruys appointed. activities. • Pilot Plant – Commission pilot plant capable of producing graphite blocks for Binding
Slide 15: Fast Track to Commercialisation
Fast Track to Commercialisation10 FY Q1 2025 FY Q2 2025 FY Q3 2025 FY Q4 2025 FY Q1 2026 For personal use only Engagement of Head of Research and Development Secure Industrial Facility, Pilot Plant Fit- Out and Commissioning Validate Laboratory Scale Sample Production and Properties Production of cu
Slide 16: Comparable ASX Listed Companies
Comparable ASX Listed Companies11 Market Cap Comparison11 Company ASX Code Market Cap12 Stage A$M For personal use only Silex Systems Limited SLX $1.34Bn Production 1,400 1,200 Alpha HPA Limited A4N $1.09Bn Production 1,000 Valuation Upside Zeotech Limited ZEO $77.86M Production Post Acquisition? 80
Slide 17: Cost-Effective Manufacturing & Scalability; Immediate Revenue Potential
Cost-Effective Manufacturing Immediate Revenue Potential & Scalability & Market Entry • Competitive Advantage: VHD Graphite is produced via a cost- • Competitive Advantage: VHD Graphite can be immediately effective, scalable process that takes as little as 24 hours at lower commercialised in key mar
Slide 18: Thank You
For personal use only Thank You Corporate Office 349 Hay Street Subiaco WA 6008 T: +61 (08) 9388 0051 E: enquiry@gcminerals.com.au ASX:GCM gcminerals.com.au
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