Neometals Ltd · ASX:NMT
Neometals — Investor Presentation (December 2021)
27 slides from Neometals's investor presentation, Dec 13, 2021
Slide 1: Enabling Green Lithium Production in the EU
For personal use only ENABLING GREEN LITHIUM PRODUCTION IN THE EU 13 December 2021 ASX Code: NMT OTC/Nasdaq Intl: RDRUY Frankfurt: R9R Authorised for release by Christopher Reed, Managing Director of Neometals Ltd
Slide 2: Disclaimer
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 i
Slide 3: Neometals innovatively develops opportunities in minerals and advanced materials
Neometals innovatively develops opportunities in minerals For personal use only and advanced materials essential for a sustainable future • Innovative ASX-listed project developer • Focus - integrated minerals/materials for EV and ESS sectors to decarbonise the supply-chain • Pivoting away from hard
Slide 4: Sustainability
SUSTAINABILITY For personal use only Neometals is committed to optimising finite resources with circular practices to benefit society and the environment for a sustainable future • All projects, particularly EU, focused on materials for decarbonisation and the clean energy revolution • Further – to
Slide 5: For personal use only
Lithium-Ion Battery Recycling Project (Feasibility / Demo Plant Stage, For personal use only 50:50 Incorporated JV) Vanadium Recovery Project (Pre-Feasibility Stage, joint co-operation towards a 50:50 Incorporated JV) Barrambie Titanium Vanadium Recovery and Vanadium Project (Pilot-stage, 100% NMT,
Slide 6: Corporate Dashboard
CORPORATE DASHBOARD For personal use only ASX: NMT OTC:RDRUY Shares on Issue1 m 548.4 12 Month Share Price Performance Share Price (2-Dec-21) A$ 1.12 1.20 16,000 Market cap (2-Dec-21) A$m 616 14,000 Cash (30-Sep-21) 2 A$m 83.5 1.00 12,000 Debt A$m - 0.80 Investments Volume (‘000s) 10,000 A$m 38.7 (3
Slide 7: Why We Still Love Lithium
For personal use only WHY WE STILL LOVE LITHIUM IT’S THE ONLY NON-SUBSTITUTABLE ELEMENT OF THE LITHIUM-ION BATTERY…NATURALLY 7
Slide 8: Lithium is Largest Contributor to LIB CO2 Footprint
HOWEVER LITHIUM IS LARGEST CONTRIBUTOR TO LIB CO2 FOOTPRINT For personal use only 8
Slide 9: Need More Brine Production to Lower CO2 Footprint
NEED MORE BRINE PRODUCTION TO LOWER CO2 FOOTPRINT For personal use only 9
Slide 10: 70% of Global Lithium Resources Are in Brine Deposits
70% OF GLOBAL LITHIUM RESOURCES ARE IN BRINE DEPOSITS For personal use only 10
Slide 11: ELi Lithium Process
For personal use only ELi® LITHIUM PROCESS REED ADVANCED MATERIALS PTY LTD 70:30 Incorporated JV with Mineral Resources Ltd 11
Slide 12: What is ELi?
WHAT IS ELI? For personal use only • “ELi” is short for electrolytic lithium. • +100yr old Chlor-alkali process uses electricity to split sodium salt (NaCl) into caustic soda (NaOH) and chlorine gas (plus hydrogen!) • We created purification flowsheet to make LiCl pure enough for electrolyis • Prima
Slide 13: RAM's Proprietary ELi Process
RAM’s PROPRIETARY ELI PROCESS For personal use only Remove trace Lithium Hydroxide Remove Remove impurities to Cell Efficiency Fe, Al, Si Ca, Mg <5ppm for >80% Monohydrate DDDFF Na & K 99.99% Primary Lithium Impurity Secondary Lithium Ion Membrane Chloride Removal impurity Hydroxide (if feedstock Ex
Slide 14: ELi Electrolysis Stage
ELi® ELECTROLYSIS STAGE For personal use only DDDFF https://www.neometals.com.au/our-projects/long-term-projects/eli-process-technology/ 14
Slide 15: Low Reagent Use
LOW REAGENT USE For personal use only Conventional Process RAM Brine Hard Rock Bulk Lime No Yes Yes Bulk Soda Ash Minimal Yes Yes Power Yes Yes Yes Gas/oil Yes Yes Yes Acid Recycled Low Yes • Use of solvent extraction and ion exchange and recycling results in minimal reagent consumption and circuit
Slide 16: Unique Selling Points
UNIQUE SELLING POINTS For personal use only Capex differential: lower capex for ELi process than conventional process plants based on 2016 Class 3 IP Summary Engineering Cost Study (“ECS”) • International PCT filed Cash operating cost advantage replaces chemical • 11 Granted National treatment with
Slide 17: Operating Cost Comparison
OPERATING COST COMPARISON For personal use only Source: Neometals Management, Exyte Class 3 Engineering Cost Study (2016) 17
Slide 18: Capital Cost Comparison
CAPITAL COST COMPARISON For personal use only Please see slide 27 for the calculations and data sources 18
Slide 19: Bondalti Co-operation Agreement
For personal use only BONDALTI CO- OPERATION AGREEMENT CO-FUNDING EVALUATION TO FORM 50:50 INCORPORATED JV WITH RAM TO COMMERCIALISE ELi® IN EU 19
Slide 20: Bondalti Chemicals, S.A.
BONDALTI CHEMICALS, S.A. For personal use only • Private (family-owned) Grupo Jose de Mello company based in Portugal • Focus on chlor-alkali chemical and aniline production • Largest Portuguese chemical producer • Production base in Estarreja chemical cluster (Dow Chemical etc) • Operating Profits
Slide 21: Goal: Low-Carbon LiOH in EU
GOAL: LOW-CARBON LiOH IN EU For personal use only Buy/Toll Process ELi® purification and Offtake to European 1 lithium chloride from Argentina/Chile 2 conversion to LiOH 3 EV supply chain in Portugal • Conventional solar • Conventional conversion of lithium evaporation to remove Na, chloride to lith
Slide 22: Bondalti – Estarreja, Portugal
BONDALTI – ESTARREJA, PORTUGAL For personal use only 22
Slide 23: Co-operation Agreement Key Terms
COOPERATION AGREEMENT KEY TERMS For personal use only • Binding Co-operation agreement under which RAM and Bondalti will dedicate means and resources to evaluate the feasibility (technical, economic and financial) to construct and operate a Refinery to commercially deploy the ELi® Process for the ge
Slide 24: Evaluation Activities
EVALUATION ACTIVITIES For personal use only Class 3 ECS Class 3 ECS Review Update Electrolysis AACE Cl.2 Sighter Test Purification Trials FEED Work Trials Study MarQ 2022 JunQ 2022 2H 2022 JunQ2023 * Subject to Steering Committee approvals 24
Slide 25: Neometals Team Members
NEOMETALS TEAM MEMBERS For personal use only Michael Tamlin – Chief Operating Officer (Project Sponsor) Mike has over 35 years experience in metals industries covering lithium, tantalum, vanadium, base metals, industrial minerals and chemicals in Australia, China, South America and Canada. He has a
Slide 26: Thank You
For personal use only THANK YOU PLEASE VISIT neometals.com.au 26
Slide 27: Capital Efficiency of Select Lithium Projects
CAPITAL EFFICIENCY OF SELECT LITHIUM PROJECTS For personal use only Company/ Product CAPEX Production Capital Capital Process Product CAPEX Production Capital Source Feedstock/ US$ TPA Efficiency Efficiency US$ TPA Efficiency Process Flowsheet million (US$/TPA (US$/TPA million (US$/TPA LCE) LHM) LHM