Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Clean TeQ Holdings — Share Café Micro/Small Cap "Hidden Gems" Webinar 2020
19 slides from Sunrise Energy Metals's conference presentation, Oct 16, 2020
Slide 1: ASX/TSX Announcement: Investor Webinar Presentation
ASX/TSX Announcement 16 October 2020 Investor Webinar Presentation MELBOURNE, Australia – Clean TeQ Holdings Limited (‘Clean TeQ’ or ‘Company’) (ASX/TSX:CLQ; OTCQX:CTEQF) will participate in the Share Cafe Webinar - Micro/Small Cap "Hidden Gems" Webinar to be held today (Friday 16 October 2020) from
Slide 2: Building a better world: Leveraging technology in energy and water
Building a better world Leveraging technology in energy and water Share Café Investor Webinar CLQ Sam Riggall, CEO
Slide 3: Cautionary statement
Cautionary statement Certain statements in this news release constitute “forward-looking statements” or “forward-looking information” within the meaning of applicable securities laws. Such statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, pe
Slide 4: Overview
Overview Capital Structure at 30 Sept 2020 Total issued shares 746.46M Options / performance rights 28.68M Share price A$0.285 Market Cap (fully diluted) A$221M Cash A$40M (end June Qtr) Clean TeQ | Share Café Investor Webinar 3
Slide 5: Building a world-class battery metals business
Building a world-class battery metals business Clean TeQ Sunrise
Slide 6: Nickel and cobalt facing unprecedented demand growth
Nickel and cobalt facing unprecedented demand growth Lithium Battery Demand Growth Forecast Nickel Demand Growth Forecast Cobalt Demand Growth 2020 – 2030 (GWhpa) 2020 – 2030 (ktpa) 2020 – 2030 (ktpa) 2,500 5,000 450 4,500 400 2,000 4,000 350 3,500 300 1,500 3,000 250 28% 2,500 CAGR 19% 200 CAGR 1,0
Slide 7: Automotive supply chains already evolving
Automotive supply chains already evolving Headlines ❑ Sovereign risk and supply chain dependency is driving carmakers to engage directly with the mining industry to secure supply – a new supply chain paradigm is emerging ❑ Nickel and cobalt, in particular, are critical to the cost and carbon footpri
Slide 8: Sunrise Project Execution Plan By the Numbers
Sunrise Project Execution Plan By the Numbers Refining 1 million Approximate number of EVs Metal extraction supported by Sunrise’s annual nickel and cobalt production1 -US$0.80 Negative C1 cash cost per pound of nickel (after by- product credits) over first 25 years of operation 50+ Years of operati
Slide 9: Scandium – a new generation of alloys
Scandium – a new generation of alloys Scandium Effect on Yield Strength (MPa)1 Panels & Doors Main Body Body Nodes Scandium increases Higher strength auto Higher strength auto With Sc No Sc Pistons formability allowing more alloys with scandium alloys with scandium Higher strength unique shapes to b
Slide 10: Sunrise - financial evaluation
Sunrise - financial evaluation Financial assumptions Valuation outputs (Yr1-25) Mine life 25 years Net present value US$1.21B Discount rate (real, ungeared) 8% Post-tax IRR 15.4% Corporate tax rate 30% Payback period 5.1 years NSW state royalty 4% Ni price US$24,200/t Capital cost US$1.8B Total reve
Slide 11: Phoenix platinum – high quality drill targets
Phoenix platinum – high quality drill targets • Sunrise hosts one of the largest platinum resources in Australia, with over 1Moz at surface • Historic drilling demonstrated good grade intersections below the laterite • A drill program to test the PGM potential below the laterite is scheduled to comm
Slide 12: Delivering innovative waste water treatment solutions
Delivering innovative waste water treatment solutions Clean TeQ Water
Slide 13: Localised water impacts
Localised water impacts Agriculture, industry and energy can have major impacts if not managed well Blue-green algae bloom from fertilizer Clean-up after cadmium spill in North Carolina coal ash spill into and other chemical waste China local river Clean TeQ Water | Share Café Investor Webinar 12
Slide 14: FY20 – successfully delivering projects
FY20 – successfully delivering projects Antimony Processing Plant Gold Mine Waste Water Cobalt Nickel Raffinate • Oman • Victoria, Australia • Democratic Republic of Congo • 500 tons/day • 2000 tons/day • 20,000 tons/day • DeSalx + Reverse Osmosis for re- • Removal of Sulphate, Calcium, • Removal an
Slide 15: BIOCLENS production commenced in Tianjin
BIOCLENS production commenced in Tianjin Lens production Gel preparation BIOCLENS Lens cultivation 14 Clean TeQ Water | Share Café Investor Webinar 14
Slide 16: Six pilot plants in progress
Six pilot plants in progress BIONEX (CIF + BIOCLENS) CIF / U-Column • Municipal waste water • Copper removal and polishing of nitrate recovery from copper/gold mining waste water BIONEX (CIF + BIOCLENS) CLX / U-Column • Steel waste water polishing • Uranium processing of nitrate BIOCLENS HIROX • Aqu
Slide 17: Pursuing leadership in separation and extraction technology
Pursuing leadership in separation and extraction technology Clean TeQ
Slide 18: Graphene oxide membranes
Graphene oxide membranes ❑ Joint Venture with Ionic Industries (NematiQ) to progress GO-membrane development ❑ Graphene oxide-based membranes have the potential to deliver significant benefits due to their high flux, tunability and non-fouling properties ❑ Commercial-scale printing runs in US have d
Slide 19: www.cleanteq.com
P: +61 3 9797 6700 E: info@cleanteq.com Clean TeQ Holdings Limited 12/21 Howleys Rd Notting Hill VIC 3000 AUSTRALIA www.cleanteq.com Clean TeQ
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