Giyani Metals Corp · TSXV:EMM
Giyani Metals — Investor Presentation (April 2022)
20 slides from Giyani Metals's investor presentation, April 2022
Slide 1: Developing Battery Grade Manganese for the EV Market
DEVELOPING BATTERY GRADE MANGANESE FOR THE EV MARKET APRIL 2022 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: High Value Exposure to Expanding EV Market
HIGH VALUE EXPOSURE TO EXPANDING EV MARKET • Objective to become a premium, low carbon producer of high purity manganese sulphate monohydrate (HPMSM) to the EV battery market • K.Hill Project located in Tier-1 mining jurisdiction of Botswana • Demand for HPMSM from lithium-ion battery sector forecas
Slide 4: ESG at the Heart of Everything We Do
ESG AT THE HEART OF EVERYTHING WE DO • Giyani is committed to conducting its business in a manner that is ethical, sustainable and beneficial to all stakeholders • Botswana is the longest serving democracy in Africa and ranked the most attractive mining jurisdiction in Africa (Fraser Institute, 2020
Slide 5: Future Points to Manganese-Rich Batteries
FUTURE POINTS TO MANGANESE-RICH BATTERIES • Highest growth battery cathode segment = NMC (nickel + manganese + cobalt) • Price and sustainability are driving end-users towards manganese-rich formulations e.g. NMC-370 (BASF); NMx (SVolt) • As global battery demand is forecast to grow 14x by 2030, man
Slide 6: Attractive Asset Base in Pivotal Location
ATTRACTIVE ASSET BASE IN PIVOTAL LOCATION PROJECTS (100%) • Three previously producing battery-grade manganese oxide prospects • K.Hill: historic mine outside small town of Kanye • Otse: 2 km from A1 highway and 50 km from K.Hill • Lobatse: 1 km from the RSA border and 50 km from K.Hill • Ore from a
Slide 7: Growth Through Successful Exploration
GROWTH THROUGH SUCCESSFUL EXPLORATION Tonnage Grade MnO Contained K.Hill Project Including Extension Classification (Mt) (%) MnO (kt) Indicated Mineral Resources 2.1 19.3 410 Inferred Mineral Resources 3.1 16.9 530 High-grade stockpile at K.Hill • K.Hill resource has grown from 1.7Mt to over 2Mt of
Slide 8: Low Carbon, Selenium Free Production
LOW CARBON, SELENIUM FREE PRODUCTION Demonstration Plant Easy mining Friable, low impurity ore amenable to free dig mining Low carbon MnO ore requires no calcining so hydromet process direct from ore to HPMSM. LCCA results in Q3 2022 • Demonstration Plant will replicate the proposed hydrometallurgic
Slide 9: Upcoming Milestones Towards Production
UPCOMING MILESTONES TOWARDS PRODUCTION Finalisation of Completion and Mobilisation of Demo process flowsheet publication of Submission of ESIA Product testing by Plant to site in Construction and and handover to Feasibility Study and and Mining Licence battery and CAM Botswana and commissioning of D
Slide 10: International Mine-Building Experience
INTERNATIONAL MINE-BUILDING EXPERIENCE GIYANI METALS BOARD OF DIRECTORS JONATHAN HENRY JOHN PETERSEN STEPHANIE HART MICHAEL JONES ROBIN BIRCHALL B.A.(HONS) J.D, B.S. CPA, CA C.ENG. MBA, M.SC. NON-EXECUTIVE CHAIR NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR CEO 25 years of exp
Slide 11: Strong Share Structure and Debt-Free
STRONG SHARE STRUCTURE AND DEBT-FREE Warrants / Options / TICKER MARKET CAP* SHARE PRICE* 52 WEEK RANGE SHARES O/S RSUs O/S TSXV : EMM C$ 79.4M C$ 0.39 C$ 0.28 - 0.70 207,042,965 57,123,744 MAJOR SHAREHOLDERS RAB Capital 10.0% Directors and Management 3.0% 1 Primevest Capital 3.0% MMCAP Asset Manage
Slide 12: Contact Us
CONTACT US Giyani Metals Corp. 2010 Winston Park Drive - Suite 200 Oakville, ON L6H 5R7 Canada info@giyanimetals.com giyanimetals.com @GiyaniMetals #GiyaniMetals 11 giyanimetals.com
Slide 13: Appendix
APPENDIX 12 giyanimetals.com
Slide 14: K.Hill Project PEA (April 2021)
K.HILL PROJECT PEA (APRIL 2021) • K.Hill is the highest valued project in its peer group on an NPV/t Mn resources basis but Giyani trades at the lowest P/NAV • April 2021 PEA highlights • After tax NPV10 of USD332M and IRR of 80% • Start-up capex of USD118M • Three year payback • 58 – 125kt per annu
Slide 15: Highest Value Pure-Play Manganese Company
HIGHEST VALUE PURE-PLAY MANGANESE COMPANY K.Hill has the highest NPV per tonne (Mn) in the ground and is the most profitable project in its peer group, but Giyani trades at the lowest P/NAV Comparison of Project Profitability vs Market Value Comparison of Relative Capital and Operating Costs In feas
Slide 16: Botswana: Africa's Premier Mining Country
BOTSWANA: AFRICA’S PREMIER MINING COUNTRY STABLE ECONOMY TO INVEST IN • Well established mining industry with investor friendly laws and processes for exploration, development and operations • Local currency is the Botswanan Pula; freely convertible and pegged to basket of currencies including ZAR •
Slide 17: Targeting Low Carbon Manganese
TARGETING LOW CARBON MANGANESE OTHER ATTRIBUTES THAT No Export’ Net Zero Transition to IPP CONTRIBUTE TO LOW CARBON FOOTPRINT OPERATION: Scenario 1 2 3 • Ore source is high grade and Export of excess power to grid? No Yes Yes located close to the processing Requires Regulatory approval No Yes Yes pl
Slide 18: Project Milestones Achieved
PROJECT MILESTONES ACHIEVED Aug. 2020: Completed high Dec. 2020: Received Jun. 2021: Sep. 2021: Feb. 2022: Dec. 2019: purity manganese market approval for ESIA Mar. 2021: Results of the initial New MRE of 1.6Mt in New MRE of 2.1Mt in Commencement of K.Hill analysis, price forecasting & Scoping & Ter
Slide 19: K.Hill Visualization
K.HILL VISUALIZATION 18 Aerialgview i y of an imetals.com the K.HILL Deposit
Slide 20: Current Battery Manufacturer Landscape
CURRENT BATTERY MANUFACTURER LANDSCAPE 19 giyanimetals.com Source: Visual Capitalist