Molten Metals Corp. · CSE:MOLT
Molten Metals — Investor Presentation (May 2024)
23 slides from Molten Metals's investor presentation, May 2024
Slide 1: Corporate Presentation
Corporate a Presentation www.moltenmetalscorp.com > ore
Slide 2: Disclaimer
Disclaimer This document may contain forward-looking statements that reflect the Company's current views and expectations regarding future events. These forward-looking statements can be identified by the use of forward-looking terminology, including the terms "believes", "envisages", "estimates", "an
Slide 3: Mission Statement
Mission Statement Molten Metals goal is to Acquire forgotten brownfield Antimony become a meaningful projects producer of Antimony through the acquisition and development of Finish development Explore & expand historical resources & generate FCF for brownfield Antimony shareholder returns with modern
Slide 4: Corporate Structure
Corporate Structure CAPITAL STRUCTURE AS AT 30/04/24 Fully paid shares on issue 17,714,288 Options @ CAD$0.2 / share 940,000 Debt Nil Listing Date: 8TH AUGUST 2022 Trading Symbols: CSE : MOLT | FSE: Y44 Transfer Agent: ODYSSEY TRUST COMPANY 4
Slide 5: Management Team
Management Team Board of Directors Lara Smith Rana Vig Hugh Oswald Allan Larmour Chief Executive Officer Chairman and Director Non-Executive Director Non-Executive Director BSc (Chemistry & Statistics) & Over 30 years of business Studied at San Diego School of Over 25 years of experience in BComm Hon
Slide 6: Management Structure
Management Structure TECHNICAL ADVISORY MANAGEMENT TEAM BOARD David Lara Smith Rana Vig Fero Bakos Anthony Balme Henderson CEO Chairman Donald R. Hugh Oswald Allan Larmour Alon Davidov Sadoway Non-Ex Dir Non- Ex Dir Brooklyn Reed Secretary
Slide 7: Antimony: Key Takeaways
Antimony: Key Takeaways Antimony is one of only 14 critical metals on Antimony is also used by Western armies to ALL critical minerals list of every major manufacture night vision goggles, explosive economy. formulations, flares, nuclear weapons, and infrared sensors. There is currently a deficit of A
Slide 8: Antimony & Tin: Critical Minerals
Antimony & Tin: Critical Minerals ✔ Antimony is on ALL criticality rankings in developed economies, Tin is on MOST. ✔ Opens up government support through grants, funding & fast tracking of permitting where projects of critical minerals are designated of Strategic Importance. Metals on the Critical M
Slide 9: Battery Demand Will Place Pressure on an Already Constrained Market
Battery Demand Will Place Pressure on an Already Constrained Market • Traditionally, Antimony oxide has seen its demand driven by military usage, but this has changed since fire retardants arose to become the main application for the metal. • Antimony trisulfide is used in the production of explosives
Slide 10: Much of the Globe's Antimony is Artisanal, Leading to ESG Concerns
Much of the Globe’s Antimony is Artisanal, Leading to ESG Concerns Antimony Production by Country Source: USGS Small Scale Antimony Miners in Burma- Source: Wonder Enterprise MOLT has the opportunity to be a major industrialised ESG-compliant source of Antimony outside of China & Russia. It is curre
Slide 11: Technology Supercycle Puts Upward Pressure on Tin Demand
Technology Supercycle Puts Upward Pressure on Tin Demand • Tin ranked as the No 1. metal best placed to benefit from new technology. • 20,000 tonnes of tin were used for solar ribbon in 2022. This is set to grow 14% CAGR to 2030 • The auto industry is currently using more than 30,000tpa of tin and th
Slide 12: 75% of Global Tin Supply from Non-OECD Countries
75% of Global Tin Supply from Non-OECD Countries Source: USGS Source: ITA, SHFE, LME, Macquarie Strategy, June 2021 According to the ITA, based on current production rates, present tin reserves and resources will last around 18 and 50 years respectively. Bottom line is that the sector requires signi
Slide 13: Molten Metals Projects Overview
Molten Metals Projects Overview Project Country Commodity Status Economic Next Steps (based on historic resources)** West Gore Canada Antimony ● Past producer Unknown - PEA to assess resource Gold ● NI 43-101 Trojarova Slovakia Antimony ● Historic Resource in adit Yes - Resource/reserve confirmation
Slide 14: Canada: West Gore
Canada: West Gore ● History of Exploration 1960: Diamond drilling campaign ● 1980: Another sizeable drilling Formerly Canada’s largest Antimony Mine campaign ● 2010: DDV gold limited resampled the core samples from the 1980’s in order to establish a bulk tonnage gold resource for the deposit. ● 2014
Slide 15: Path to Value: West Gore
Path to Value: West Gore 6 Months ● Confirm historical estimates of the stockpiles through LIDAR & trench sampling. 12- 18 Months ● Process stockpiles for early FCF ● Commence exploration program ● Begin EIA 24-36 Months ● Begin PEA ● Find sources of funding for final mine development 15
Slide 16: Antimony Ore from Stockpile of West Gore Project
Antimony Ore from Stockpile of West Gore ● ● ● Process stockpiles for early FCF Commence exploration program Begin EIA Project 16
Slide 17: The Slovakian Assets
The Slovakian Assets: 1. Spisska Bana / Tienesgrund Gold-rich Antimony veins. Tenement stretches for 10km. Prime target Margit, Rozabella, Victor. Margit has 16,000 tonne resource of 2% Antimony. Rozabella likely mined out. Source: Molt website| Geologické_ zásoby_antimonitu 2. Bear Creek, Medvedi P
Slide 18: Slovakian Adits
Slovakian Adits ● During the Soviet Rule, the country conducted wide scale drilling on several deposits. ● Adits were built, giving access to explore and detail the value of the resource. ● When a commodity was not required, the adit was closed. ● Therefore, adits are in two categories, (1) mined ad
Slide 19: Slovak Procedure to Mine
Slovak Procedure to Mine From Exploration to Production Exploration License Exploration Protected Deposit Area Mining License Feasibility Study • Exploration license • Approval of final • Having a ML does not granted for max. 4 years report is issued by the • Need to start mining represent the final w
Slide 20: Bear Creek / Medvedi Potok
Bear Creek / Medvedi Potok Historic Resources • No past production. • Historical Reserve of 863kt of ore 0.19% Sn. • Sn-rich part of the deposit is found in veins which have a grade of above 1% - considered the “mineable part of the deposit”. • The veins have never been explored to depth, so there m
Slide 21: Trojarova
Trojarova Historic Resources ● Adit started to be excavated in the 1990s, funded by a State budget until a German investor looking for gold entered the project. Most recent resource estimate completed in 1995, stopped due to lack of funding. ● Historic Resource: 831kt @ 5.65% Sb and 0.676% Au. Total
Slide 22: Spisska Bana / Tienesgrund
Spisska Bana / Tienesgrund Historic Resources • Tenement stretches for nearly 10 km containing various adits/veins on the concession. • 3 Prime targets Margit (mined out), Rozabella (potential target) Victor adit (no resource). • Need to undertake preliminary work on the property to understand wheth
Slide 23: Contact Us
Contact Us Lara Smith, Chief Executive Officer lara@moltenmetalscorp.com Brooklyn Reed, Corporate Secretary brooklyn@moltenmetalscorp.com Investor Relations ir@moltenmetalscorp.com www.moltenmetalscorp.com @molten_metals