European Metals Holdings Ltd · LSE:EMH
European Metals — Investor Presentation (April 2015)
16 slides from European Metals's investor presentation, April 2015
Slide 1: Investor Presentation
Investor Presentation April 2015 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by European Metals Limited (“European Metals” or the “Company”). It is not a disclosure document and should not be considered as an offer or invitation to subscribe for, or purchase any securities in the Company or as an any, inducement to make an offer
Slide 3: Company Overview
Company Overview • Lithium and tin exploration and development company with assets in the Czech Republic • 100% owned Cinovec Project Globally significant lithium and tin deposit Very low cost lithium carbonate production (<$2,000/t) with potential to further reduce with tin/tungsten revenues • Scop
Slide 4: Corporate Snapshot
Corporate Snapshot ASX Code EMH Share Price Performance CDIs 60.3 million Options (June 2016 @ 10c) 21.9 million Options (unlisted) 1.2 million Market Cap 4.2 million at $0.07 per share (CDIs) Shareholder Structure Woolstores (+associates) 11.9% Czech Shareholders 11.7% Directors and Senior Manageme
Slide 5: Cinovec Deposit
Cinovec Deposit Active Lithium Projects - Non Brine Resources* • >80km historical diamond drilling, 21.5km historical 12.0 development tunnels at Cinovec South 10.0 o JORC Code (2012) compliant resources 8.0 Exploration Target LCE Mt • Li Inferred Resource 5.5Mt LCE 6.0 4.0 o 514.8Mt @ 0.43% Li2O 2.
Slide 6: Cinovec Infrastructure
Cinovec Infrastructure • Excellent infrastructure in place to support development of Cinovec • Adjacent to a main road and near large industrial centres, car and chemical plants in Germany and Czech Republic • Two rail lines within 10km of the deposit, including one previously used to load concentra
Slide 7: Cinovec Testwork
Cinovec Testwork • Three core holes drilled in 2014 for 941m as initial confirmation of historical results and to provide material for metallurgical testwork Lithium • MOU with Cobre Montana (ASX:CXB) to trial proprietary low- temperature leach to recover lithium – Battery-grade Li2CO3 precipitated
Slide 8: Cinovec Advantages
Cinovec Advantages Location • First world infrastructure • Located on the doorstep of Europe’s industrial heartland • Stable, active mining country with skilled, lower cost workforce Lithium • Simple, proven method to concentrate lithium mica via froth flotation • Low temperature leach of lithium fr
Slide 9: Market Comparatives
Market Comparatives Lithium • Western Lithium (TSX:WLC) – $40.00 sedimentary/clay lithium deposit in Nevada $34.04 • Bacanora Minerals (TSX/AIM: BCN) – $32.00 sedimentary/clay lithium and borate deposits in northern Mexico $24.00 o Requires 1,000°C roast pre-leach to Ev/t LCE liberate lithium $16.00
Slide 10: 2015 Program
2015 Program Scoping Study - IMMINENT Pre-Feasibility Study • Drilling to upgrade resource to Indicated for majority of Scoping Study mining inventory (~10,000 metres) • Drilling will supply abundant material for additional metallurgical testwork • Technical studies to improve levels of confidence i
Slide 11: Lithium Market
Lithium Market Uses • Long life batteries o Strategic component; no lithium, no battery o Low cost; minimal risk of being replaced o Almost 95% of batteries in electronic devices use lithium • High strength to weight metal alloys o Aircraft • Heat-resistant glass Outlook • Demand forecast to grow at
Slide 12: Tin Market
Tin Market Uses • Solder, tinplate, chemicals • Increasing use in high technology industries: battery, solar and nano-technology • Global tin usage has increased from ~190,000 tpy (1980) to ~364,000 tpy (2015 forecast) Outlook • Current price approximately $16,500/t • ITRI: ‘high probability of supp
Slide 13: Czech Republic, EU
Czech Republic, EU • Central location in Europe • 83% of its exports are to EU countries, one third being to Germany alone • Stable political and economic environment – Member of the European Union. • Excellent infrastructure, communication network and power • Relatively low corporate income tax rat
Slide 14: Management Team
Management Team David Reeves – Chairman Qualified mining engineer with 20 years’ experience in Africa and Australia. Highly experienced underground mining specialist - First class honours degree in mining engineering from the University of New South Wales, graduate diploma in applied finance and inv
Slide 15: Investment Summary
Investment Summary Scoping Study imminent Substantial Upside Trades at significant discount to peers Considerable demand growth and price increases predicted for lithium and tin Globally significant lithium and tin deposit Deposit Size, Style Substantial exploration upside Unique multi-commodity dep
Slide 16: Contact Information
Contact Information European Metals Holdings Limited Australia Czech Republic Keith Coughlan Pavel Reichl Managing Director Executive Director Telephone: +61 8 6141 3500 Telephone: +420 732 671 666 Mobile: +61 41 999 6333 Email: keith@europeanmet.com Email: pavel@europeanmet.com 16
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