Dynamic Metals Limited · ASX:DYM
Dynamic Metals — Noosa Mining Conference 2024
23 slides from Dynamic Metals's conference presentation, July 2024
Slide 1: Advancing an Underexplored Critical Minerals Portfolio
Advancing an Underexplored Critical Minerals Portfolio NOOSA MINING CONFERENCE JULY 2024 | ASX: DYM
Slide 2: Disclaimers
Disclaimers Important Notice and Disclaimers This presentation has been prepared by Dynamic Metals Limited ACN 659 154 480 (“Dynamic” or “Company”) and has been authorised for release to the ASX by the Board of Directors of Dynamic. This presentation, and information contained in it, is not a prospe
Slide 3: Investment Highlights
Investment Highlights Portfolio of future-facing Exposure to global Substantial exploration targets critical minerals projects in decarbonisation and battery generated across Au, Li, Ni, Cu, Australia metals thematic and PGE Team has extensive On-ground activities Attractive valuation and experience
Slide 4: Corporate Overview
Corporate Overview
Slide 5: Corporate Overview
Corporate Overview Capital Structure Share Price Performance at 15 July 2024 $0.35 10.0 Shares on Issue Share Price 9.0 $0.30 8.0 48,985,001 $0.145 $0.25 7.0 6.0 Price (A$/share) $0.20 Volume (m) Cash Market Cap 5.0 $0.15 4.0 $2.92m $7.10m $0.10 3.0 2.0 $0.05 1.0 Marketable Securities Enterprise Val
Slide 6: People Power
People Power Justin Mannolini Karen Wellman Lindsay Dudfield Jimmy Thom Tanh Doan Non-Executive Chairman Managing Director Non-Executive Director Exploration Manager Technical Advisor Justin is a partner in the Corporate Geologist with over 20 years’ Geologist with over 40 years’ Geologist with 16 y
Slide 7: Strong diverse project portfolio through exploration and JV
Strong diverse project portfolio through exploration and JV Highly prospective lithium, gold and nickel exploration portfolio strongly leveraged to exploration success Prospect Ridge JV The Prospect Ridge Magnesite Project is located in north west Tasmania (70% GWR Group Limited (ASX:GWR), and 30% D
Slide 8: Dynamic's JV model reduces risk and increases spending
Dynamic’s JV model reduces risk and increases spending DYM’s JV model increases the expenditure on projects, with derisking activities by third parties. DYM is generally free carried through to a Decision to Mine, with future funding (or divestment) only when demonstrable value has been added. Re-en
Slide 9: Asset Portfolio: Exploration Assets
Asset Portfolio: Exploration Assets
Slide 10: Widgiemooltha Project Overview
Widgiemooltha Project Overview • Dominant land position in highly prospective, multicommodity mineral fields • Strategically located close to all necessary infrastructure including road, rail and processing facilities • Drill ready targets generated from historic data • Sale of 40% of lithium rights
Slide 11: Widgiemooltha: Gold Exploration
Widgiemooltha: Gold Exploration • Tenements located next to established gold producers and multiple Argo/New Celebration million-ounce deposits – a prospector’s paradise since 1892 New Celebration • Evidence of endowment across all tenements and historic data available for target generation • Teneme
Slide 12: Widgiemooltha: Nickel Exploration
Widgiemooltha: Nickel Exploration • Over 1.6Mt of nickel produced in Kambalda since first discovery in 1960’s Beta Hunt • Tenements adjacent to nickel mines including Cassini, Jan Wannaway, Mariners, Miitel, Lanfranchi • Prospects within short distance to processing Miitel Lanfranchi infrastructure
Slide 13: Lake Percy Project Overview
Lake Percy Project Overview Cat Camp Ni Lake Percy • The northern extension of the Lake Johnston greenstone belt, located in the South-Eastern Goldfields of Western Australia, prospective for lithium & nickel Historic drilling intersected up to 659ppm Li • Previously explored by Anaconda, LionOre, N
Slide 14: Lake Percy: Lithium Exploration
Lake Percy: Lithium Exploration • Located 60km east of Mt Holland/Earl Grey lithium project (ASX:WES/NYSE:SQM) and 50km northwest of Charger Metals Medcalf discovery1 (ASX: CHR) and TG Metals Burmeister discovery2 (ASX:TG6) • Greenstone rock sequence is intruded by low-Ca granite, geological setting
Slide 15: Deep Well JV: DYM 80%, manager
Deep Well JV: DYM 80%, manager • Located 35km southeast of Meekatharra on southern extension of the Gnaweeda Greenstone Belt • Series of known and interpreted mafic-ultramafic bodies hosted by and emplaced within the crustal-scale Evanston-Edale (Youanmi) Shear Zone (EESZ) associated with regional n
Slide 16: Generative WA Projects
Generative WA Projects As part of the long-term growth strategy, Dynamic makes opportunistic tenement applications adjacent to or along strike of existing mining operations or advanced projects. Projects that do not fall into 1 of the 3 main projects (Widgiemooltha, Lake Percy or Deep Well) are refe
Slide 17: Asset Portfolio: Joint Ventures
Asset Portfolio: Joint Ventures
Slide 18: Widgiemooltha: Lithium Exploration
Widgiemooltha: Lithium Exploration • Located in an emerging lithium belt, within the lithium “Goldilocks Zone” and directly adjacent to the Develop Pioneer Dome lithium project and Sinclair LCT mine • Virtually unexplored for lithium by previous holders so clean slate for exploration • Maiden surfac
Slide 19: Widgiemooltha: Mineral Resources JV
Widgiemooltha: Mineral Resources JV Agreement Sale of 60% DYM / Stage 2 Stage 3 Royalty Access Executed Lithium Rights 40% MIN JV Lithium focused DYM sells 40% of DYM and MinRes can sole MinRes may elect to Dynamic may DYM retains binding JV & farm-in its lithium rights MinRes form a fund $15M of in
Slide 20: Joint Venture & Farm-in Projects
Joint Venture & Farm-in Projects Joint Venture and Farm-In Agreements Prospect Ridge The Prospect Ridge Magnesite project area is Farm-Ins located in northwest Tasmania, 40 km southwest of • Widgiemooltha Project (Li) with Minerals Resources the Port of Burnie. It sits upon a granted Exploration • P
Slide 21: A Dynamic 12 months ahead
A Dynamic 12 months ahead • Target generation at Chalice South & Cognac West • P2 Drilling Cognac West • Target generation at Lindsays & Chalice South • Heritage Survey Deep Well • P1 Drilling Lindsays • Target refinement at Lake Percy • Permitting Lady Jane SEP 24 DEC 24 MAR 25 JUN 25 • Permitting
Slide 22: Investment Highlights
Investment Highlights High quality team Active 2024 Located Tier 1 Attractive valuation that has extensive exploration program, jurisdictions and proposition and experience and with strong pipeline of exposed to multiple leveraged to successful high-priority targets critical mineral exploration succ
Slide 23: Thank you
Thank you Contact Information Karen Wellman Managing Director Dynamic Metals Limited T: +61 8 6558 0637 E: enquiry@dynamicmetals.com.au W: dynamicmetals.com.au