European Green Transition Plc · LSE:EGT
European Green Transition — Investor Presentation (February 2025)
20 slides from European Green Transition's investor presentation, February 2025
Slide 1: Operating in the European Green Economy
Operating in the European Green Economy Investor Presentation February 2025
Slide 2: Disclaimer
Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”) or by any regulatory authority or securities market or sto
Slide 3: The EGT Team
The EGT Team Cathal Friel Aiden Lavelle Jack Kelly Co-Founder, NED, CEO CFO and Largest Shareholder 3
Slide 4: Well Positioned for Growth in 2025
Well Positioned for Growth in 2025 Expand Focus across IPO Completed in 2024 M&A Focused Strategy Entire Green Economy ▪ Listed on AIM (AIM:EGT) ▪ EGT is not a mining company – ▪ Revenue generating business in the ▪ Raised gross proceeds of £6.4m focused on opportunities across green transition econ
Slide 5: EGT's M&A Model – Focus on Revenue Generating Opportunities
EGT’s M&A Model – Focus on Revenue Generating Opportunities M&A Focused Business Model Key Acquisition Criteria ▪ Revenue generating businesses ▪ Identify revenue generating opportunities in the ▪ Clear pathway to profitability green economy through M&A and cash flow generation ▪ Discussions ongoing
Slide 6: Aiming to Monetise our Portfolio of European Exploration Assets through Spin-Offs
Aiming to Monetise our Portfolio of European Exploration Assets through Spin-Offs Strong Geopolitical Tailwinds into 2025 PAJALA COPPER/GRAPHITE PROJECT ▪ Copper target with multiple intersections ▪ Monetisation discussions ongoing OLSERUM RARE EARTH PROJECT China Bans Rare Mineral ▪ Initial drillin
Slide 7: Olserum | European REE Project
Olserum | European REE Project ▪ Located in southern Sweden and 100% owned by EGT ▪ Designated a Project of ‘National Interest’ for REEs with historic resource estimate ▪ 1,500m drill program in 2024 intersected mineralisation in every hole and confirms district scale REE system ▪ All work aimed at
Slide 8: Pajala | Copper & Graphite Project
Pajala | Copper & Graphite Project Strong copper market supporting ongoing discussions with third parties for sale or partnership ▪ Confirmed copper and graphite zones from historic drilling in a poorly explored permit area of 51.17 km² ▪ Well-established mining regions, abundant renewable energy an
Slide 9: Cyprus Copper Tailings Recycling Project
Cyprus Copper Tailings Recycling Project Exposure to copper with near-term revenue potential ▪ 12-month option agreement ▪ Old Limni copper mine - 8.1 Mt at 1.11% Cu between 1937-78 ▪ Tailings deposited near the coast for c.30 years - EU funded programme to backfill tailings into the Limni pit ▪ Cop
Slide 10: Altan Pilot Peatland Carbon Credit Programme | Donegal, Ireland
Altan Pilot Peatland Carbon Credit Programme | Donegal, Ireland Due diligence progressing positively ▪ c.1,370 acre site in northwest Donegal, Ireland ▪ Peatlands cover 1.5m hectares in Ireland and c.30% have been degraded ▪ Drained and degraded peatlands release stored carbon as CO2 into the atmosp
Slide 11: Summary Investment Case
Summary Investment Case M&A Focused Model Experienced Team with Significant Opportunity for Targeting Revenue Proven Track Record of Green Economy Assets Generating Businesses Generating Value Robust Cash Balance with Potential to Complete Flexible Financial Model Spin-Offs of Existing Assets & No C
Slide 12: Appendix
Appendix
Slide 13: Environment, Social and Governance
Environment, Social and Governance EGT’s defined ESG lead strategy is central to all its projects Environment Adhering to all international protocols for resource development Initiating early-stage environmental impact studies Use of best industry practise including recycling water Social Hiring loc
Slide 14: Geopolitical Risk & Rare Earth Elements
Geopolitical Risk & Rare Earth Elements REEs are essential to the green economy, renewable energy and defense industries REEs like neodymium are a key component in high- efficiency motors (EVs and wind turbines) Geopolitical Risks Increasing China has a monopoly in REE production and refining US net
Slide 15: Olserum | A Valuable Asset with Potential for Significant Upside
Olserum | A Valuable Asset with Potential for Significant Upside Work completed supports near-term monetisation discussions Exciting Initial Drill Positive drill results de-risk the project for incoming partners Results Large system – multiple mineralised structures and vertical continuity 1.5m grad
Slide 16: Olserum | Successful 2024 Drill Programme
Olserum | Successful 2024 Drill Programme 1,500m drill programme completed in September 2024 - 13 holes drilled Olserum West Coarse monazite in biotite-magnetite altered granite, 42.3m in hole OLS24- 01 with result of 1.5m grading 3.48 TREO incl. 0.5m grading 7.7% TREO Targets located on commercial
Slide 17: Olserum Location and Infrastructure (1)
Olserum Location and Infrastructure (1) ▪ 400 kV national grid transmission line 5km west of resource ▪ Local powerlines within c.250m west of resource ▪ Railway to Vastervik port located 500m east of resource ▪ Resource drilling in forestry lands adjacent to some open flat fields ▪ Good quality log
Slide 18: Olserum Location and Infrastructure (2)
Olserum Location and Infrastructure (2) 18
Slide 19: Sweden | Europe's Leading Mining Nation
Sweden | Europe’s Leading Mining Nation Excellent potential for REE project development ▪ Strong in-country mining history & familiarity (Boliden & LKAB) Sweden’s mining production 2021 in relation to the EU SWEDEN ▪ Highly prospective for REE 100% 93% 11% 32% 31% 19% 17% ▪ Good support from Swedish
Slide 20: Phone +44 208 058 6129 Email info@eurogreenplc.com www.europeangreentransition.com
Phone +44 208 058 6129 Company number 15442832 Email info@eurogreenplc.com Registered Address The Walbrook Building | 25 Walbrook | London, UK | EC4N 8AF www.europeangreentransition.com
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