Gwr Group Limited · ASX:GWR
Gwr — Corporate Update (February 2025)
17 slides from Gwr's corporate update, Feb 17, 2025
Slide 1: Advancing Opportunities in Bulk Commodities, Precious Metals, Critical Minerals and Base Metals
❑ Advancing Opportunities in Bulk Commodities, Precious Metals, Critical Minerals and Base metals ❑ Critical Mineral ASX Investments ❑ Trading Significantly Below Cash Backing February 2025
Slide 2: Disclaimer
Disclaimer These materials include forward looking statements. Forward looking statements inherently involve subjective judgment & analysis & are subject to significant uncertainties, risks & contingencies, many of which are outside of the control of, & may be unknown to the company. Actual results
Slide 3: Current Value Proposition
Current Value Proposition CASH & INVESTMENTS $53,575,700* * Cash as at 31 December 2024 and Investments as at 13 February 2025 * plus A$2/t Iron Ore Royalty MARKET CAPITALISATION @ $0.086 (13 Feb 2025) $27,624,632 ENTERPRISE VALUE (13 Feb 2025) -$25,951,068
Slide 4: Capital Structure
Capital Structure Enterprise Value (Negative) ($25,951,068) Total Shares on Issue 321,216,655 Market Capitalisation @ $0.086 (13 Feb 2025) $27,624,632 Cash Balance (31 December 2024) $37,300,000 Investments (Tradeable Securities @ 13 Feb 2025) $16,275,700 Total Cash and Investments (excluding royalt
Slide 5: Project Acquisition/s
Project Acquisition/s • GWR has undertaken a rigorous review of numerous potential transactions that could be accretive to shareholder value. The Board, in collaboration with its corporate advisors, has cast a wide net, assessing projects of significance that could be transformational for the compan
Slide 6: Royalty Stream Expected Cash Inflows
Royalty Stream Expected Cash Inflows ❑Iron Ore ❑Gold
Slide 7: Royalties – Gold
Royalties – Gold Gold Royalty ❑ Gold Royalty Deed in relation to a royalty on gold recovered from M53/1016-1, M 53/1017-1 and M53/1018-1 on the Gold Duke Project 3 owned by Western Gold Resources Ltd (ASX:WGR). ❑ $10 per troy ounce of gold until a total of 50,000 troy ounces of gold 3 have been reco
Slide 8: Royalties – Iron Ore
Royalties – Iron Ore Iron Ore Royalty ❑GWR currently holds a royalty in respect of all iron ore mined from the West Wiluna Iron Ore Project (excluding M53/1018 – JWD deposit) and exported or otherwise sold (including in respect of the 2 processing or reprocessing of tailings) at: ❑The rate of A$2.00
Slide 9: ASX Investments
Critical Minerals Investments ASX Investments ❑ Tungsten Mining NL (ASX:TGN) ❑ Emetals Limited (ASX:EMT) Tungsten Mining Ltd (ASX:TGN) shares held 177.5M @ $0.091 = $15,975,000 E-Metals ltd (ASX:EMT) shares held 30,788,460 @ $0.004 = $123,154
Slide 10: Investment – Tungsten Mining Ltd
Investment – Tungsten Mining Ltd (ASX:TGN) ❑GWR holds a 19.68% interest with 177.5m shares ❑ TGN has $4.2 million cash and holds an inventory of Tungsten projects with significant resources : 5 ❑ Mt Mulgine Project: MRE 219Mt at 0.11% WO3, 260ppm Mo, 0.12g/t Au and 5g/t Ag (0.05% 5 WO3 cut-off) . ❑
Slide 11: Why Tungsten – Key Price Drivers
Why Tungsten – Key Price Drivers China's recent export controls on tungsten are poised to tighten global supply, likely resulting in increased prices and heightened market volatility as industries adapt to the new trade dynamics. •Announcement of Export Controls: On February 4, 2025, China announced
Slide 12: Projects Acquisitions Advisor Focus
Focus Projects Acquisitions Advisor ❑ Highly Experienced Mining M&A
Slide 13: Project Acquisitions Advisor
Project Acquisitions Advisor Matthew Pedley Mining M&A Specialist ❑ Matthew is the Managing Director of Futura Capital, an independent corporate advisory firm focused on providing M&A and general corporate advisory services to participants in the Mining industry. Matthew has over 20 years of experie
Slide 14: Critical Minerals Projects
Current Main Undertaking Critical Minerals Projects ❑ Prospect Ridge Magnesium
Slide 15: Critical Minerals Jewel In The Rough
Critical Minerals Jewel In The Rough Prospect Ridge Magnesite Project (70% ownership) ❑ Phase two diamond drilling program at the Arthur River deposit has been completed consisting of six holes for 742m with assay results pending.1 ❑ The approval of the third phase of drilling is pending the drillin
Slide 16: ASX Announcement references
ASX Announcement references 1) GWR ASX release dated 31 January 2025 ”Quarterly Activities Report/Appendix 5B Cashflow Report” 2) GWR ASX release dated 7 March 2024 ”GWR Completes settlement – Sale of Wiluna West to GV” 3) GWR ASX release dated 26 May 2021”Western Gold Resources Ltd Prospectus” 4) W
Slide 17: Why GWR?
Why GWR? Well-funded, Experienced, and advancing on acquiring brownfields bulk commodities, gold or base metals projects 17