European Green Transition Plc · LSE:EGT
European Green Transition — European Green Metals — Investor Presentation (February 2023)
34 slides from European Green Transition's investor presentation, February 2023
Slide 1: Critical Metals In Europe For Europe – Introduction Presentation
Critical Metals In Europe For Europe – Introduction Presentation February 2023
Slide 2: Disclaimer
DISCLAIMER The content of this presentation has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 ("FSMA"). Reliance on this presentation for the purpose of engaging in any investment activity may expose an individual to a significant risk of
Slide 3: For Europe the Time is Now
FO R E U RO P E T H E T I M E I S N OW EU President von der Leyen, “Lithium and rare earths will soon be more important than oil and gas. Our demand for rare earths alone will increase 5-fold by 2030…..we will identify strategic projects all along the supply chain, from extraction to refining, from
Slide 4: Overview
OV E RV I E W A natural resource company focussed on the exploration and development of critical metal projects in Europe, particularly COMMODITY targeting Rare Earth Elements (REEs) and graphite, also lithium, cobalt and tin/tungsten. Established portfolio of projects in Sweden and Germany, in supp
Slide 5: Board
B OA R D Highly experienced in the public arena and instrumental in growing multiple entities listed in London and Toronto David Hall David, an economic geologist with 35 years worldwide experience, founded AIM-listed Horizonte Minerals Plc, which is developing CEO two Tier 1 nickel projects in Braz
Slide 6: Strategy
S T R AT EGY 1. 2. 3. Define, acquire, develop and ultimately put Utilise defined environmentally and socially Instigate co-development model with into production critical mineral projects in conscious programmes and technology to European end users looking to secure the Europe, for Europe advance p
Slide 7: Commodity Mix
COMMODITY MIX Focussing on minerals essential to clean energy production Primarily targeting: • Rare Earth Elements • Graphite Additional opportunities include: • Cobalt • Lithium • Copper Demand & pricing forecasts are extremely positive in minerals related to the global energy transition & net zer
Slide 8: Why Europe?
W H Y E U RO P E ? Security of supply is critical to Europe’s net zero strategy Rare earths and graphite are crucial to Europe's transition to wind and solar power generation, battery and fuel cell based EVs Global hub for net zero related industries i.e., EVs, gigafactories, wind turbines, solar an
Slide 9: Sweden
SW E D E N “Sweden can become Europe's China.” “We face a supply problem, without mines, there can be no electric Excellent potential for REE project development vehicles (EVs)". Strong in-country mining history and familiarity (e.g. Boliden and Jan Moström CEO of state-owned mining giant LKAB in re
Slide 10: Olserum Rare Earth Project
O L S E R U M R A R E EA RT H P ROJ EC T Fast-tracking a top tier European REE project • Defined and metallurgically simple heavy rare earth element (HREE) deposit • Located in southern Sweden covering 6.5 sq km • High grade and mineralised from surface - 31 diamond drill holes totalling 5,297m • De
Slide 11: Olserum – An attractive and extractable commodity suite
OLSERUM 2 An attractive and extractable commodity suite • Dysprosium (Dy), Praseodymium (Pr), Neodymium (Nd), and Terbium (Tb) primarily 7.0m @ 0.656% used in magnets critical to EVs and wind turbines TREO • Favourable and simple REE mineralogy – REE elements hosted by monazite and xenotime have a k
Slide 12: Olserum
OLSERUM Corporate Presentation l Q1 2023 12
Slide 13: Olserum – 3D Geological Model
O L S E R U M - 3 D G EO LO G I C A L M O D E L - L E A P F R O G Plunge +13° Azimuth 303° Plunge +16° Azimuth 327° Plunge -3° Azimuth 316° Corporate Presentation l Q1 2023 13
Slide 14: Olserum Locale
O L S E R U M LO C A L E E35 Highway Farm Railway line Holiday house House Occupied Resource area Lake Gamleby 7 kms. Corporate Presentation l Q1 2023 14
Slide 15: REEs – Uses & Demand
R E E s - U S ES & D E M A N D Used in an increasing variety of industrial applications Corporate Presentation l Q1 2023 15
Slide 16: Rare Earths in Numbers
R A R E EA RT H S I N N U M B E RS Key metal components for renewable energy and net zero related industries There are To hit Net Zero globally by 2050, Up to 17 6x 600kg REEs including Neodymium - an alloy of this, more mineral inputs are required in 2040 of REEs are required to operate just one Nd
Slide 17: Olserum – Development Steps
O L S E R U M - D E V E LO P M E N T S T E P S Fast tracking the first REE project in Europe to production Seek strategic partners for Seek Important construction of Project of Common processing plant Fast track to European Interest Bankable Feasibility (IPCEI) are Study nomination Define further up
Slide 18: Pajala Graphite Project
PA JA L A G R A P H I T E P ROJ EC T High grade near surface graphite in Northern Sweden • Located in northern Sweden which has a well-established mining history and abundant renewable energy • Comprises 3 contiguous 15-year licences covering 52 sq km: • Liviövaara: >0.5Mt with 23% C • Lehtosölkä 1:
Slide 19: Pajala Opportunity
PA JA L A O P P O RT U N I T Y A European graphite project close to market • Historic drilling by LKAB intersected high-grade graphite including: • 4.6m grading 39.9% • 8.4m grading 29% Liviovaara graphite conductor extends over >300m but likely to have a folded nature – potential for repetition of
Slide 20: Graphite Uses & Demand
G R A P H I T E U S ES & D E M A N D The renewable energy sector & net zero commitments are driving graphite demand Corporate Presentation l Q1 2023 20
Slide 21: Graphite in Numbers
G R A P H I T E I N N U M B E RS Will graphite be the next lithium? Mineral demand for use in EVs and battery Graphite market could reach a deficit, with Flake graphite feedstock required to supply storage must grow at least the supply shortfall growing to world’s lithium-ion anode market projected
Slide 22: Pajala Project Development
P UJA L A P ROJ EC T D E V E LO P M E N T A defined path to add value Feasibility study for a potential high- grade, low-impact Additional studies & graphite operation drilling to expand resource & increase Graphite confidence beneficiation tests & scoping study Phase 2 resource drilling to define r
Slide 23: Germany
GERMANY Centre of European EV car manufacturing and gigafactory development “Ore Mountains” / Erzgebirge target area is one of the great metallogenetic provinces of Europe Multiple old mines / districts never systematically tested in modern times Country highly supportive of Net Zero initiatives Sta
Slide 24: Saxony Projects
SAXONY PROJECTS EV metals at the heart of European EV industry • Initial Focus - The Erzgebirge or “Ore” Mountains in Saxony Eastern Germany • First two licenses: • 29.5 sq km Hainichen • 14 sq km Eichigt • Rich exploration and research database, coupled with heads-up field investigations, will be l
Slide 25: Saxony Project Development
S A XO N Y P ROJ EC T D E V E LO P M E N T An active exploration programme planned for multi commodity licences Actively looking to secure additional ground through data Saxony has large review with strong scope and great potential for critical potential for the Major community metal deposits discov
Slide 26: ESG
ES G A pillar of resource development Understand that sustained economic performance cannot be obtained without sound environmental, social & governance (ESG) practices Social contract to operate Team has operated globally and adheres to all international protocols for Local/national level resource
Slide 27: ESG & Mining
ES G & M I N I N G The team understands & champions mining & the necessity to operate within the modern ESG global protocols Corporate Presentation l Q1 2023 27
Slide 28: Partnership Examples
PA RT N E RS H I P E X A M P L ES A proven model of co-development Mercedes-Benz partners with Canadian mining company for CO2- neutral lithium hydroxide for EVs Volkswagen Group, BASF, Daimler AG and Fairphone are to start work on a new initiative to support sustainable lithium - a key commodity fo
Slide 29: The Market
THE MARKET All the fundamentals point to a surge in demand & pricing Corporate Presentation l Q1 2023 29
Slide 30: Funding
FUNDING Planned listing in London H2 2023, raising £8-10m Use of funds: OLSERUM Resource drilling & upgrade £3,000,000 Metallurgical testwork £500,000 Community liaison £500,000 PAJALA Resource drilling £1,000,000 Mineralogiocal characterisation £250,000 SAXONY Eichigt initial drilling £500,000 “To
Slide 31: Project Development Timeline
P ROJ EC T D E V E LO P M E N T T I M E L I N E Multi project and commodity entity anticipated to deliver milestones and regular news flow 1. 2. 3. 4. 5. 6. Olserum - further Secure associations Liviövaara in Pajala Define the copper Eichigt in Saxony - Identify new resource drilling, with wind turb
Slide 32: Investment Case
I N V ES T M E N T C A S E A generational investment opportunity Right Booming Proven Quality Assets Geography Sector Team and Resources The relevant geology in Europe is present Critical metals and their role in energy With track record of success in number of Olserum is an advanced rare earths pro
Slide 33: European Green Metals Ltd
E U R O P E A N G R E E N M E TA L S LT D David J. Hall. CEO Phone +353 (0)87 618 9867 Email: david.hall@eurogreenmetals.com www.eurogreenmetals.com Company number 13399065 Registered Address: The Walbrook Building, 25 Walbrook, London, UK, EC4N 8AF
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