Green Technology Metals Limited · ASX:GT1
Green Technology Metals — Investor Presentation (August 2024)
30 slides from Green Technology Metals's investor presentation, Aug 21, 2024
Slide 1: Investor Presentation August 2024
For personal use only INVESTOR PRESENTATION August 2024 Building the pre-eminent vertically integrated Lithium business in Ontario, Canada ASX | GT1
Slide 2: Indigenous Partners Acknowledgement
INDIGENOUS PARTNERS ACKNOWLEDGEMENT For personal use only We would like to say Gchi Miigwech to our Indigenous partners. GT1 appreciates the opportunity to work in their Traditional Territory and remains committed to the recognition and respect of those who have lived, travelled, and gathered on the
Slide 3: Pro-Forma Corporate Snapshot
PRO-FORMA CORPORATE SNAPSHOT Post Investment 385.7M SHARES ON ISSUE 2 GT1 $0.085 $32.8M $18.4M $14.41M $0 5.8M OPTIONS For personal use only ASX CODE SHARE PRICE MARKET CAP EV CASH1 DEBT 21M PERFORMANCE RIGHTS PRO-FORMA SHARE REGISTER SHARE PRICE PERFORMANCE ECOPRO INNOVATION 0.16 16.6% 0.14 0.12 OT
Slide 4: Company Highlights
Company Highlights Showcasing GT1 as one of the most advanced explorers in the Ontario region 2029 For personal use only 24.9Mt @ 1.13% Li20 Tier 1 Strategic Partnerships 2026 Total global Mineral Resource providing access to global expertise Estimate 1 in lithium conversion 2026 First offtake execu
Slide 5: Why Ontario?
Why Ontario? Becoming a world leader in the electric vehicle revolution World-class infrastructure $44 billion Global automakers commitments to For personal use only Provincial government initiatives - “Build more mines act” Streamlining battery manufacturing and mining permitting processes proj
Slide 6: GT1 Strategy
GT1 Strategy 2026 2028 2029 Stage 1: BECOME THE FIRST Stage 2: ESTABLISH A LITHIUM Stage 3: GROW & CONSOLIDATE For personal use only LITHIUM PRODUCER CHEMICAL CONVERSION ADDITIONAL FEED IN ONTARIO FACILITY SOURCES For full details of the Seymour Mineral Resource estimate, see GT1 ASX release dated 2
Slide 7: EcoPro Innovation Strategic Partnership
EcoPro Innovation Strategic Partnership By leveraging EcoPro Innovation's technological expertise in lithium conversion processes and their experience in operating mass production plants for lithium hydroxide, along with their patented For personal use only technology for lithium extraction, GT1 and
Slide 8: EcoPro Innovation
EcoPro Innovation Global scale and expertise in manufacturing and supplying battery-grade lithium chemicals will greatly benefit GT1 as we advance our integrated strategy in North America For personal use only EcoPro is a leading producer of EV battery materials in South Korea, renowned for its ex
Slide 9: EcoPro and GT1 JV: Investment Structure
ECOPRO AND GT1 JV: INVESTMENT STRUCTURE GT1 Corporate Mine JV Conversion JV For personal use only EcoPro 16.6% equity stake in GT1 Corporate TBC entity GT1 EcoPro EcoPro GT1 (X%) (65% min) (Up to 35%) (60%) (20-40%) GT1 Lithium Feed Sources AMCI : 9.4% Train 1 Conversion output ~20-25ktpa LiOH LGES
Slide 10: Eastern Hub
Stage 1 EASTERN HUB For personal use only FIRST PRODUCER IN ONTARIO AREA 32,720 Hectares RESOURCE 10.3Mt @ 1.03% Li2O (Current) (with 6.1Mt @ 1.25% Indicated) EXPLORATION 22 to 26 Mt @ 0.8 to 1.5% Li2O TARGET METRES DRILLED 64,698 PRODUCTION 2026 The potential quantity and grade of Exploration Targe
Slide 11: 1: Eastern Hub
Stage 1: EASTERN HUB Offtake Agreement for 25% of first 5 years of Seymour production For personal use only Complete Preliminary Economic Assessment (Scoping Study) Mining lease granted over construction area Government funding application submitted for road infrastructure 2024 - Field exp
Slide 12: Stage 1: Eastern Hub – Resource Expansion
STAGE 1: EASTERN HUB – RESOURCE EXPANSION The Junior Project is the next part of the Eastern Hub development strategy and Resource growth will play a critical role in delivering long term feed to the planned Seymour concentrator use only Despard Historic drill results include pegmatite intercepts
Slide 13: Stage 1: Eastern Hub – Production Phase
STAGE 1: EASTERN HUB – PRODUCTION PHASE No chemicals in processing DMS only concentrator – NO CHEMICAL REAGENTS For personal use only USED Simple Mining, Processing, and Rehabilitation Basic extraction process similar to ‘wash quarry’ – can be rehabilitated relatively easily to original state Lo
Slide 14: Stage 1: Eastern Hub - Financing Strategy
STAGE 1: EASTERN HUB - FINANCING STRATEGY Seymour project CAPEX requirements can be satisfied through mix of strategic equity investments, offtake pre-project financing, debt and government infrastructure mechanisms For personal use only Indicative Funding Pathway – Stage 1 Seymour* Established stra
Slide 15: Stage 1: Eastern Hub – Indicative Timeline
STAGE 1: EASTERN HUB – INDICATIVE TIMELINE For personal use only *Figures and dates are indicative and subject to change GREEN TECHNOLOGY METALS 15
Slide 16: 2: Lithium Conversion Facility
Stage 2: LITHIUM CONVERSION FACILITY For personal use only CLOSING ONTARIO’S CRITICAL MINERALS SUPPLY CHAIN GAP 16
Slide 17: Conversion Facility Phase
Conversion Facility Phase 1 Proposed circa - 20,000 -25,000t capacity* Planned to be in production from 2028 The Conversion Facility is key to completing Ontario’s EV For personal use only supply chain, reinforcing its leadership in the global shift to electric mobility Phase 2 Plant/site layout con
Slide 18: Conversion Facility – Global Leading EcoLi Process
Stage 2: Conversion Facility – Global Leading EcoLi Process EcoPro, a global leader in advanced battery materials and is the ideal partner for the Lithium Conversion Facility The Eco-Li Process enables effective conversion of lithium For personal use only sulfate to lithium hydroxide monohydrate,
Slide 19: Conversion Facility – Partnership Advantages
Stage 2: Conversion Facility – Partnership Advantages With the collaboration between GT1, Primero Group, and EcoPro Innovation, we are well-positioned to establish a successful Lithium Conversion Facility in Ontario, offering the region a low-risk, fully functioning supply chain solution. For person
Slide 20: Conversion Facility – Government Funding
Stage 2: Conversion Facility – Government Funding Joint application submitted to Invest Ontario – New Partnership Unlocks Strategic Advantages for Government Funding Opportunities For personal use only Despite Ontario's strong automotive history, there is a critical gap in the supply chain—specifica
Slide 21: Conversion Facility Timeline
Stage 2: Conversion Facility Timeline Strategic Partnership For personal use only Preliminary Economic Complete Assessment (Scoping Study) Invest Ontario Government Funding application Due-diligence and environmental assessment of multiple locations for proposed conversion facility site Pr
Slide 22: Western Hub
Stage 3: WESTERN HUB For personal use only GROW AND CONSOLIDATE ADDITIONAL FEED SOURCES OWNERSHIP 100% Owned AREA 23,095 Hectares RESOURCE 14.6Mt @ 1.21% Li2O (Current) EXPLORATION 25-35 Mt @ 1.0 to 1.5% Li2O TARGET STAGE Exploration EXPECTED FIRST 2029 PRODUCTION The potential quantity and grade of
Slide 23: Western Hub – Resource Growth
Stage 3: Western Hub – Resource Growth Root Lithium Project targeting 25 – 35Mt Tonnes Range Mt Li2O % Grade For personal use only Area Min Max Min Max Root Bay 10.1 10.1 1.29% 1.29% Root Bay 6 10 1.0% 1.5% Deeps Root Bay East 2 6 1.0% 1.5% McCombe 4.5 4.5 1.01% 1.01% Morrison 2 4 1.0% 1.5% Total 25
Slide 24: Western Hub – Resource Growth
Stage 3: Western Hub – Resource Growth Root Bay East and Deep extension - Significant upside to be tested Root Bay East For personal use only Located 1.3km to the east of the Root Bay Mineral Resource Maiden drilling program completed confirming high-grade intercepts up to 23m thick identifi
Slide 25: Western Hub – Production Phase
Stage 3: Western Hub – Production Phase For personal use only
Slide 26: Advancing Towards Production
Advancing Towards Progressing Production Drilling programs at Junior & MRE update Optimised PEA and DFS Stage 1: SEYMOUR Indigenous Consultation, IBA & Permitting approvals For personal use only Delivered PROJECT Further offtake and financing structuring Integrated Preliminary Economic E
Slide 27: Contacts
For personal use only Contacts Managing Director Cameron Henry L1, 338 Barker Rd, 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
Slide 28: Appendix | Mineral Resource Estimate
APPENDIX | MINERAL RESOURCE ESTIMATE Project Tonnes (Mt) Li2O (%) Root Project Root Bay Indicated 9.4 1.30 For personal use only Inferred 0.7 1.14 McCombe Inferred 4.5 1.01 Total 14.6 1.21 Seymour Project North Aubry Indicated 6.1 1.25 Inferred 2.1 0.8 South Aubry Inferred 2.0 0.6 Total 10.3 1.03 Co
Slide 29: Appendix | Disclaimer
APPENDIX | DISCLAIMER Important information: Green Technology Metals Limited (ASX GT1) ACN 648 657 649 (the "Company") is the issuer of this presentation. Not a disclosure document: This presentation is not a disclosure document for the purposes of Chapter 6D of the Corporations Act 2001 (Cth) ("Cor
Slide 30: Appendix | Exploration Targets Competent Persons Statement
APPENDIX | EXPLORATION TARGETS COMPETENT PERSONS STATEMENT The information in this Presentation that relates to the Exploration Target at Seymour is based on activities carried out by Mr Stephen John Winterbottom . Mr Winterbottom has sufficient experience which is relevant to the style of mineralis
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