Giyani Metals Corp · TSXV:EMM
Giyani Metals — Investor Presentation (October 2022)
25 slides from Giyani Metals's investor presentation, October 2022
Slide 1: Developing Battery Grade Manganese for the EV Market
DEVELOPING BATTERY GRADE MANGANESE FOR THE EV MARKET BUILDING A GLOBAL BATTERY METALS PLAYER OCTOBER 2022 TSXV: EMM I OTC:CATPF Giyanimetals.com
Slide 2: Cautionary Note – Forward Looking Statements
CAUTIONARY NOTE – FORWARD LOOKING STATEMENTS This presentation contains certain forward-looking information and forward-looking statements, as defined in applicable securities laws (collectively referred to herein as “forward-looking statements”). These statements relate to future events or the Comp
Slide 3: The Opportunity
THE OPPORTUNITY Building a global battery metals player Demand for battery-grade China currently* controls over EV companies are seeking No new ex-China sources of manganese is set to soar 10-fold 94% of the high-purity manganese responsible supply chains to HPMSM have been successfully by 2030 with
Slide 4: Project Overview
PROJECT OVERVIEW Strong asset base in pivotal, pro-mining jurisdiction Projects Beira Maputo Giyani’s Kanye Basin prospects consist of eight prospecting licences, including three brownfield manganese oxide assets: Walvis Bay K.Hill: historic mine near the village of Kanye Otse: 2 km from the A1 high
Slide 5: Strong Leadership
STRONG LEADERSHIP A track record of successful project delivery Senior Management Jonathan Henry Derk Hartman Eugene Lee George Donne Dirk Geerligs Executive Chair President & COO VP Business VP Project CFO Development Development & Construction Jacques du Toit Marion Thomas Luhann Theron Elisa Davi
Slide 6: Environmental & Social
ENVIRONMENTAL & SOCIAL Responsibility central to Giyani • Responsibility underpins our business, and we are committed to operating in an ethical, sustainable manner that is beneficial to all stakeholders • Our goal is to be a responsible, low-carbon producer, minimising our negative impacts and enha
Slide 7: Corporate Snapshot
CORPORATE SNAPSHOT Strong share structure and debt-free Share Price Cash TSXV: EMM I OTC: CATPF CAD0.25 CAD19.4M 52 week - CAD0.25 - 0.61 As of June 30 2022 Shares in issue Debt 218M Zero Market Cap Last fundraising CAD55M CAD11.5M @ CAD0.44/share (December 03 2021) Major Shareholders TOTAL EXERCISE
Slide 8: The Market
RYAN » METALS CORP. THE MARKET I 4
Slide 9: Manganese in EV Batteries
MANGANESE IN EV BATTERIES Future pointing to Mn-rich batteries for the mass market sector • Increasing numbers of original equipment manufacturers (OEMs) and battery companies are looking at manganese(Mn)-rich solutions to feed the mass market sector • Price and responsibility concerns are driving e
Slide 10: Battery Manganese Production Landscape
BATTERY MANGANESE PRODUCTION LANDSCAPE Limited ex-China diversification options • By 2030, HPMSM demand is expected to reach 3.1Mtpa, but supply is forecast to only be capable of producing 1.6Mtpa • China currently controls c.94% of the global supply market 94% supply from • Currently, there are onl
Slide 11: Battery Mn Market Set for Major Deficit
BATTERY MN MARKET SET FOR MAJOR DEFICIT Giyani to be a global HPMSM producer Global HPMSM Production vs Demand (CPM Group) Major Global HPMSM Producers by Initial Capacity 300 (Current and Forecast) 5,500 5,000 250 4,500 Production Capacity (kt HPMSM) 4,000 200 3,500 (kt HPMSM) 3,000 150 2,500 2,000
Slide 12: Feeding the Growing Battery Market
FEEDING THE GROWING BATTERY MARKET Opportunity to establish market share with major customers • Giyani’s product can be sold to a wide range of consumers who demand traceable, responsible raw materials • Facility in Botswana to service both western and eastern markets • Targeting multiple internatio
Slide 13: Our Assets
P. METALS COR YANI [
Slide 14: Managing Our Impacts
MANAGING OUR IMPACTS Focused on creating a positive legacy Planning and development • Planning has focused mitigation hierarchy of avoid – minimise – mitigate Studies being undertaken • ESIA to assess both negative and positive impacts and derive mitigation 0.2kg 1.2kg CO2 eq. per kg CO2 eq. per kg
Slide 15: Uncomplicated Mining Operation
UNCOMPLICATED MINING OPERATION Operating in favourable geology at K.Hill Main Uncomplicated operation • Combination of low impurity ore and overburden amenable to free dig mining • A shallow pit with low slope angles Significant upside potential Life of project extension through the development of K
Slide 16: Growth Through Successful Exploration
GROWTH THROUGH SUCCESSFUL EXPLORATION Targeting long-life operation K.Hill Drilling Map Tonnage Grade MnO Contained MnO Classification (Feb 2022) (Mt) (%) (kt) K.Hill Main Indicated Mineral Resources 2.1 19.3 410 with proposed FS Inferred Mineral Resources 3.1 16.9 530 pit-shell • Over 4,000m infill
Slide 17: Otse Prospect
OTSE PROSPECT Significant near by upside potential Otse South Pit • High-grade supergene podiform manganese oxide mineralisation from surface • Project lies 50km from K.Hill with direct access to highway for ore trucking • Several intersections exceeded 60.0% MnO, including hole RCOT21_015 reporting
Slide 18: De-risking Production Process
DE-RISKING PRODUCTION PROCESS Demonstrating scalability of tailored flowsheet Demonstration Plant Direct • Contract signed with Met63 for the construction of the demonstration plant in South Africa processing • Replicating K.Hill’s proposed hydrometallurgical route to process, de-risking the commerc
Slide 19: The Opportunity
THE OPPORTUNITY
Slide 20: Investment Proposition
INVESTMENT PROPOSITION Unlocking overlooked value in the battery metals market Near-Term Catalysts Building a Completion of K.Hill Strong base case Operating in a Leadership responsible Feasibility Study to supply a premier team with a growing EV jurisdiction with supplier of track record Constructi
Slide 21: For More Information
FOR MORE INFORMATION Jonathan Henry George Donne Executive Chair VP of Business Development info@giyanimetals.com @GiyaniMetals Giyani-metals TSXV: EMM I OTC:CATPF Giyanimetals.com
Slide 22: Appendix
P. METALS COR
Slide 23: Building Strong Stakeholder Relations
BUILDING STRONG STAKEHOLDER RELATIONS Site visit with Verkor and the Honourable Dr Kwape (MP for Kanye South and Minister of Foreign Affairs) and other leaders Giyani supporting Hope Worldwide – Giyani geologist Ilaki Tsabang Mining Indaba, Cape Town - Elisa Davis (Giyani Country Manager) and Thuso
Slide 24: EV Battery Metals Supply Chain
EV BATTERY METALS SUPPLY CHAIN PROCESSED BATTERY RAW MATERIALS BATTERY PACKS EVS MATERIALS Mineral ores are mined and These metal salts are combined into Cathodes, anodes and other Completed battery packs inserted processed into battery-grade salts precursor materials components combined into batter
Slide 25: Significant Progress to Development
SIGNIFICANT PROGRESS TO DEVELOPMENT Feb. 2022: Resource Milestones Sep. 2021: New MRE of 2.1Mt New MRE of 1.6Mt in Indicated in Indicated Category and 3.1Mt Category and 1.4Mt in Inferred in Inferred Aug. 2021: Dec. 2021: Nov. 2020: Mar. 2021: Completed New discoveries Completion of initial Commence