Neometals Ltd · ASX:NMT
Neometals — RIU Explorers Conference 2020
27 slides from Neometals's conference presentation, Feb 19, 2020
Slide 1: RIU Explorers Conference 2020 Presentation
19 February 2020 RIU EXPLORERS CONFERENCE 2020 PRESENTATION For personal use only Please find appended the Company’s presentation for the RIU Explorers Conference in Fremantle WA Australia. ENDS Authorised on behalf of Neometals by Christopher Reed, Managing Director For further information, please
Slide 2: RIU Explorers Presentation February 2020
For personal use only RIU Explorers Presentation February 2020 ASX Code: NMT OTC/Nasdaq Intl: RDRUY + Ti/V = 1
Slide 3: Disclaimer
Disclaimer For personal use only Summary information: This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to provide summary information about the Company and its associated entities and their activities current as at the date of this document. The information contained i
Slide 4: Executive Summary
Executive Summary For personal use only • ASX listed project developer • Strategic focus on integrated mineral/materials for the EV and ESS sectors • Established in 2002, team of 20, Perth HQ • Current focus on 3 advanced development projects within our portfolio • Evolving from traditional mining t
Slide 5: Corporate Overview
Corporate Overview For personal use only ASX: NMT OTC:RDRUY 12 Month Share Price Performance Shares on Issue1 m 544.5 0.35 7,000 Share Price (17-Feb-20) A$ 0.21 6,000 Market capitalisation (17-Feb-20) A$m 114.3 0.30 Cash (31-Dec-19) A$m 100.7 5,000 Volume (‘000s) Debt A$m - 0.25 Price $A 4,000 Inves
Slide 6: What we do – clear growth strategy
What we do – clear growth strategy For personal use only • Story is not complicated, but approach is different: • We identify and secure opportunities – organic (e.g. Battery Recycling) and acquisition (Mt Edwards Nickel) • We build value – with the drill bit, R&D and evaluation studies • We realise
Slide 7: Who we are
Who we are For personal use only NE Board Members Steven Cole – Chair David Reed Dr Natalia Streltsova Doug Ritchie Dr Jennifer Purdie Les Guthrie Management Team Chris Reed Jason Carone Michael Tamlin Darren Managing Director / Company Secretary / CFO COO Townsend CEO CDO Paul Wallwork Jeremy Mcman
Slide 8: Opportunity – Multiple exposures to the EV/ESS Megatrend
Opportunity – Multiple exposures to the EV/ESS Megatrend For personal use only + Ti/V = 7
Slide 9: Projects
Projects For personal use only Core projects (final stages of evaluation): 1. Lithium-Ion Battery Recycling Project (Pilot-stage, 100% NMT, MOU for 50:50 JV); 2. Barrambie Titanium and Vanadium Project (Pilot-stage, 100% NMT, MOU for 50:50 Operating JV); 3. Lithium Refinery Project (Feasibility Stag
Slide 10: Recycling and Recovery – Li Ion Battery Recycling Project
For personal use only Recycling and Recovery Li Ion Battery Recycling Project Neometals 100% + Ti/V =
Slide 11: Opportunity: Responsibly recover battery materials from scrap and end-of-life batteries
Opportunity: Responsibly recover battery materials from scrap and end-of-life batteries For personal use only + Ti/V = 10
Slide 12: Value chain – we must recycle
Value chain – we must recycle For personal use only + Ti/V = 11
Slide 13: The Opportunity
JM11 The Opportunity For personal use only + Ti/V = 12
Slide 14: For personal use only
Slide 12 JM11 Jeremy McManus, 11/02/2020 For personal use only
Slide 15: Recycling Business
Recycling Business For personal use only • What we have – proprietary and sustainable solution for recovery and upgrading of valuable metals from scrap and EOL LIBs • Why – LIB demand growth creating challenge and opportunity • Business model – work with partners to secure feed, operate plants to re
Slide 16: Lithium Battery Recycling Model for EU
Lithium Battery Recycling Model for EU For personal use only + Ti/V = 14
Slide 17: SMS Relationship
SMS Relationship For personal use only Exclusivity with SMS to form 50:50 JV • Incorporation of German JV to commercialise post-completion of pilot at SGS Lakefield • JV will construct a showcase demonstration plant in Europe and complete feasibility study end 2020 • All costs to be borne equally •
Slide 18: Exception financial metrics for first plant
Exception financial metrics for first plant Low cost nickel and cobalt For personal use only Please refer to ASX announcement 4 June 2019 titled “Battery Recycling – Scoping Study Results” + Ti/V = 16
Slide 19: Mt Edwards Nickel Project
Mt Edwards Nickel Project Ni For personal use only • 100% owned brownfields Ni and Li exploration with significant historic Ni production • Tenements cover 240km2 across highly prospective Widgiemooltha Dome ~40km SE of Kambalda on road/rail/grid power/water • Indicated and Inferred Mineral Resource
Slide 20: Latest Exploration Results
Latest Exploration Results Ni For personal use only Please refer to ASX announcement 31 January 2020 titled “High-grade Massive Nickel Sulphides at Mt Edwards” + Ti/V = 18
Slide 21: Opportunity: Emerging supply gap for titanium feedstocks
Opportunity: Emerging supply gap for titanium feedstocks Ti/V For personal use only Barrambie Mineral Resource by Size and Contained Metal * Please refer to slide 25 and ASX announcement 22 May 2019 titled “Barrambie Vanadium DFS Results and + Ti/V = Start of Titanium Pilot” 19
Slide 22: Barrambie VTM Project
Barrambie VTM Project Ti/V For personal use only One of the highest-grade hard-rock Titanium assets and one of the largest Vanadium projects globally • 100% Owned • +A$30M spent to date in exploration/ evaluation (inc. 55,000m of drilling) • Granted mining lease, mining proposal and Ministerial appr
Slide 23: Opportunity: A massive lithium supply shortage will emerge mid-20's
Opportunity: A massive lithium supply shortage will emerge mid-20’s For personal use only • MOU in place with Manikaran Power (50 Hertz) for jointly funded evaluation of first lithium refinery in India • Manikaran the 3rd largest Indian power trading company. Has extensive renewable interests • A po
Slide 24: Company Highlights
Company Highlights For personal use only SECURITY OPPORTUNITY Strong balance sheet MCAP discrepancy A$100.7M plus $9.9M Portfolio advanced projects co- investments*, no debt funded by partners through to Strong board and JV/FID decisions management team, Multiple catalysts across portfolio
Slide 25: Supporting Information
For personal use only SUPPORTING INFORMATION + Ti/V = 23
Slide 26: Mt Edwards Mineral Resource Estimate
Mt Edwards Mineral Resource Estimate as at 13 November 2019, for a block cut‐off grade of 1% Ni, except Munda Mineral Resource uses a 1.5% Ni Ni block cut‐off. Ni For personal use only Measured Indicated Inferred TOTAL Mineral Resources Tonne Nickel Tonne Nickel Tonne Nickel Tonne Nickel Nickel Depo
Slide 27: Barrambie Mineral Resource Estimate
Barrambie Mineral Resource Estimate Ti/V For personal use only + Ti/V = 25