G50 Corp Limited · ASX:G50
G50 — Investor Presentation (September 2024)
14 slides from G50's investor presentation, Sep 12, 2024
Slide 1: Gallium: Lifeblood of the Modern World
For personal use only GALLIUM /LIFEBLOOD OF THE MODERN WORLD NEW WORLD METALS INVESTMENT SERIES SEPTEMBER 2024 ASX:G50
Slide 2: Important Notices
IMPORTANT NOTICES DISCLAIMER This presentation and information contained in it is being provided to shareholders and investors for information purposes only. Shareholders and investors should undertake their own evaluation of the information and otherwise contact their professional advisers in the e
Slide 3: The G50 Opportunity
THE G50 OPPORTUNITY DIRECTORS For personal use only Rob Reynolds Bernard Rowe Mark Wallace Ian Davies Non-Executive Chairman Non-Executive Director Managing Director Non-Executive Director MANAGEMENT Experienced leadership team with a track record of discovery in Southwest USA; leveraging strong net
Slide 4: Gallium Prices
GALLIUM PRICES GALLIUM PRICE Gallium Nitride (GaN) is an important semiconductor material with high critical field $1,000 strength and electron mobility. Advantages: For personal use only Higher switching speed and lower ON-resistance. $800 GaN contributes to lower power consumption, higher output a
Slide 5: Global Semiconductor Market
GLOBAL SEMICONDUCTOR MARKET Total Market Size CAGR (USD billion) 2022 2022 - 2032 GLOBAL SEMI-CONDUCTOR MARKET For personal use only - Actual Size vs Projected Size $1,400 KEY DEMAND DRIVERS $1,200 5G telecommunications Artificial Intelligence $1,000 Internet of Things Size (USD Billion) $800 Self-D
Slide 6: Vast and Accelerating Market
VAST AND ACCELERATING MARKET Rapid Market Adoption For personal use only Medical Equipment Laser Diodes Integrated Circuits Solar Cells Telecommunications Defense Grades x Intercepts Infrastructure Proximity to End Users Well understood and Patented Claims Strategic Location Advanced Geological Mode
Slide 7: Gallium Nitride Market Adoption: Big Tech Data Centres
GALLIUM NITRIDE MARKET ADOPTION BIG TECH DATA CENTRES POTENTIAL SAVINGS For personal use only 0 100 200 300 For a typical major Tier One Data Centre Operator assuming 6 smaller Microsoft 300 and efficient GaN-based power supplies can perform the work of 10 Si- based units. AWS 215 Servers p/rack go
Slide 8: Gallium Nitride - Market Adoption
For personal use only GALLIUM NITRIDE - MARKET ADOPTION Potentially More Than 90 Power GaN Devices Per Car Integrated Device Manufacturers (IDM’S) LIDAR Driver Auxiliary Power Applications On-Board Charger In Cabin Phone Charging Wireless Charging DC/DC Converter Class-D Audio BLDC Motor Drives Trac
Slide 9: Driving EV: Customer Pipeline
Driving EV: Customer Pipeline +50% to $600M © Navitas * 400V and 800V battery solutions; GaN + SiC 2 * Up to 3x smaller, 40% lighter, 30% energy savings , it BorgWarner t [RIX [] zeexr 22 kW, OBC 3-in-1 * 160 customer projects in development ABB SK gnet * 10’s of $ millions new business in ‘25 V a 4
Slide 10: Golconda, AZ: Historical Mining District Consolidated
GOLCONDA, AZ HISTORICAL MINING DISTRICT CONSOLIDATED LOCATION Adjacent to a major Cu-Mo porphyry deposit in Arizona, and historically For personal use only mined for lead and zinc; it covers numerous well-developed precious and polymetallic mineralised veins and untested structures immediately south
Slide 11: Key Intercepts in GRC03 & GRC09
KEY INTERCEPTS IN GRC03 & GRC09 * HOLE FROM (m) INTERVAL (m) GOLD (g/t) SILVER (g/t) COPPER (%) ZINC (%) GRC03 GRC01 79.2 13.7 0.10 51.4 0.01 0.52 Collared within the Tub Vein and drilled to the E-NE and down the dip including 80.8 4.6 0.19 119.4 0.02 0.84 of the Tub Vein due to access limiting coll
Slide 12: Golconda Gallium Halo Discovery
GOLCONDA GALLIUM “HALO” DISCOVERY* Structure , structure, structure => Permeability zones Drilling intersections of major NW-striking veins with N or NE-striking For personal use only faults => where precious metals are dominant Drilling program (12 RC and 2 Diamond holes) completed in April, 2023 H
Slide 13: Gallium Halo Discovery: Gallium Mineralization
GALLIUM “HALO” DISCOVERY GALLIUM MINERALIZATION REPORTED GALLIUM INTERCEPTS BY DRILL HOLE Wide-spaced drilling at the Golconda Project has intersected Gallium mineralization in 11 of 14 holes of G50’s recent diamond For personal use only 10,000 and RC drilling program Multi-element assaying of our m
Slide 14: Mark Wallace, Managing Director
For personal use only MARK WALLACE MANAGING DIRECTOR queries@g50corp.com www.g50corp.com Authorised for release by the Managing Director