Group 6 Metals Limited · ASX:G6M
Group 6 Metals — NWR Virtual Conference March 2022
20 slides from Group 6 Metals's conference presentation, Mar 30, 2022
Slide 1: The Dolphin Tungsten Mine Investor Presentation
THE DOLPHIN TUNGSTEN MINE For personal use only Investor Presentation March 2022 (ASX: G6M)
Slide 2: Project Investment Fundamentals
Project Investment Fundamentals For personal use only Tungsten is Dolphin is the Overburden 14-year mine life Proven Pathway to ranked highest-grade is non acid with significant processing market – internationally tungsten deposit forming hard Exploration flowsheet infrastructure as a ‘critical’ in
Slide 3: Achieving Key Milestones
Achieving Key Milestones For personal use only Secured Tasmanian Secured $31m in Government Loan Equity Funding Official and Reviewed and $10m in Commencement Project Debt Equipment of Construction Commencement of First Finance Proposals Financing Ceremony Mining Concentrate H2 2021 Nov 2021 May 202
Slide 4: Construction on Australia's Next Tungsten Mine
Construction on Australia’s Next Tungsten Mine Redevelopment of Dolphin Tungsten Mine (DTM) on King Island, Tasmania For personal use only Site establishment and heavy equipment mobilisation well advanced Site earthworks for process plant nearing completion for start of civil works Commencement
Slide 5: Major Earthworks for Process Plant
Major Earthworks for Process Plant For personal use only Dozer DZ01 arriving on site to start earthworks _ January 22 Official Sod Turning Ceremony Dolphin _ February 22 Compaction Rolling of Process Plant Area _ March 22 Process Plant Earthworks nearing completion_ March 22 5 The Dolphin Tungsten M
Slide 6: Location and Existing Infrastructure
Location and Existing Infrastructure STRATEGIC LOCATION WITH ACCESS TO KEY TUNGSTEN MARKETS For personal use only King Island The Dolphin G6M owns an The Port of Purchase of Tungsten Mine is adjacent property Grassy Ballarat located near the (Portside Links), accommodates Clarendon Dolphin Mine town
Slide 7: Low Risk Mining Restart
Low Risk Mining Restart FIRST CONCENTRATE ON TRACK FOR BEGINNING OF Q1 23 For personal use only • Developed open cut pit with access to first ore on commencement of mining • Owner operated truck and shovel mining Mining lease valid to 2029 and extendable fleet, with mining to commence in Environment
Slide 8: Proven and Optimised Process Flowsheet
Proven and Optimised Process Flowsheet Higher recovery, lower cost and low risk For personal use only Historically proven and simple gravity separation for coarse ore separation Optimised fine ore separation through use of Multi- Gravity Separators (MGS) results in lower flotation costs and high
Slide 9: A World-Class Quality Deposit
A World-Class Quality Deposit For personal use only Dolphin Tungsten Mine is a world class quality deposit that ranks significantly better than its peers Source: Company reports and announcements 9 The Dolphin Tungsten Mine | Investor Presentation
Slide 10: Dolphin Mine Reserves and Resources
Dolphin Mine Reserves and Resources For personal use only Resource Historical Records Dolphin – 9.6M tonnes @ 0.90% W03 • Historical mine records reconcile (0.20% cut-off) extremely well with recent drilling Bold Head – 1.6M tonnes @ 0.91% W03 • Additional drilling allowed compliance (0.50% cut-off)
Slide 11: Offtake Agreements
Offtake Agreements For personal use only • Wolfram Bergbau und Hütten AG – a world leading supplier of tungsten powders and a subsidiary of the US$23 bn market cap Sandvik Group $162M (STO: SAND) – 35,000 mtu of WO3 per annum for 4 years • Traxys, a leading international physical commodity trader he
Slide 12: Tungsten: A Critical Industrial Metal
Tungsten: A Critical Industrial Metal AN ELEMENT OF GREAT ECONOMIC IMPORTANCE For personal use only • Tungsten is ranked by the British Geological Surveys, various US Departments, the European Commission, Japan, Russia and Australia as a 'critical' mineral: - Due to its economic importance - Supply
Slide 13: Demand For Tungsten
Demand For Tungsten GROWING LIST OF END-USE APPLICATIONS For personal use only Current • Cemented carbides used in drilling tools and wear-resistant parts • Alloy steels and alloys used primarily in tools • Mill products • Smart technologies (high-purity for semiconductor chips) • Powders now used i
Slide 14: Tungsten Price History
Tungsten PRICE HISTORY For personal use only • 2017 saw prices rise significantly with expectations EU APT PRICE (PER MTU) of stronger global growth and reduced supply from 400.00 China – including stockpiling at Fanya 350.00 • 2018/19 saw prices remain stable in H1 while prices pulled back in H2 du
Slide 15: ESG Commitment
ESG Commitment For personal use only Group 6 Metals is committed to redeveloping the Dolphin Tungsten Mine in a responsible and sustainable manner, preserving the environment while also generating jobs, growth and economic returns through the commencement of mining from this asset Corporate Governan
Slide 16: Corporate Overview
Corporate Overview GROUP 6 METALS – overview as at 31 December 2021 For personal use only A$0.15 630.8M A$36.1M Share Price Shares on Issue Cash 53.01% 24/03/22 46.99% A$43.2M A$94.6M $10.0M Top 10 Shareholders Undrawn Debt Facilities Market Cap Debt Top 10 Other (@ $0.15) 6-Month Share Price and Vo
Slide 17: Board of Directors and Key Management
Board of Directors and Key Management For personal use only Johann Jacobs Chris Ellis Greg Hancock Keith McKnight Non-Executive Chairman Executive Director Non-Executive Director Chief Executive Officer Johann has held a number of executive Chris has over 40 years’ experience in the Greg is Managing
Slide 18: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Group 6 Metals Limited (“G6M”) as a summary of its – “Dolphin Project Drilling Results April 2018” released 23 April 2018 Dolphin Project. It is for general information purposes only. This presentation is not and should – “Explo
Slide 19: For personal use only
JOHANN JACOBS KEITH MCKNIGHT EXECUTIVE CHAIRMAN CHIEF EXECUTIVE OFFICER +61 (0) 416 125 449 +61 (0) 410 635 251 For personal use only johannj@g6m.com.au keithm@g6m.com.au @Group6Metals www.g6m.com.au
Slide 20: The Dolphin Tungsten Mine
THE DOLPHIN TUNGSTEN MINE For personal use only Investor Presentation (ASX: G6M) March 2022