Qem Limited · ASX:QEM
Qem — Shareholder Meeting (November 2020)
24 slides from Qem's shareholder meeting presentation, Nov 27, 2020
Slide 1: QEM Limited Dual Commodity Opportunity – AGM Presentation
For personal use only QEM Limited Dual Commodity Opportunity ASX: QEM AGM PRESENTATION November 2020
Slide 2: Disclaimer
For personal use only Disclaimer 2
Slide 3: Dual Commodity Champion
Dual Commodity Champion For personal use only Julia Creek Project Oil & Transport Fuels Vanadium QEM aims to provide innovative QEM aims to become a leading and environmentally friendly supplier of high quality vanadium solutions that are important to our pentoxide to both the nascent energy future.
Slide 4: Corporate Overview
Corporate Overview For personal use only QEM Limited (ASX:QEM) is Targeting Dual commodities of Vanadium defined as Critical Transport fuels to support developing the Julia Creek transport fuels and vanadium Mineral by Australian and US Australian resilience in post Vanadium and Oil Shale Project pe
Slide 5: Capital Structure
Capital Structure For personal use only QEM Share Price in 2020 $0.14 $0.12 $0.10 $0.08 Enterprise value of $7m $0.06 $0.04 Provides significant $0.02 $0.00 leverage to development strategy success. Director Support ASX Symbol: QEM 2.4m shares purchased Shares on Issue 100 million by Directors on ma
Slide 6: Right Project at the Right Time
Right Project At the right time For personal use only Significant Project Processing Route Studies Underway Excellent location Management that Delivers In Demand Commodities • Vanadium Pentoxide for energy storage market • Transport fuels to enhance national resilience Growth Focused 6
Slide 7: Location Infrastructure
Location Infrastructure For personal use only Julia Creek Project 7
Slide 8: Julia Creek Project Update
Julia Creek Project Update For personal use only Key Facts • Dual commodity deposit – shallow oil bearing shale that is also mineralised with vanadium • QEM confident will be able to extract both oil and vanadium, for dual revenue contribution to project economics • Close to all infrastructure and s
Slide 9: Latest Developments Test Work
Latest Developments Test Work For personal use only • On 21 July QEM announced results from extraction test work, utilising hydrogen donor solvent to aid extraction of kerogen from oil shales • Test results from the Julia Creek resource confirm oil yields up to 181 kg per tonne, which is 218% on tho
Slide 10: The Team
The Team For personal use only John Foley Gavin Loyden Daniel Harris David Fitch 10
Slide 11: Development Strategy
Development Strategy For personal use only Engineering Stage 2 design and cost PFS Commercial plant modelling development IP generation & protection Completion of bench scale Pilot plant Stage 1 Pilot plant testing for both oil design and development and vanadium costing 11
Slide 12: Supportive Policy Environment
Supportive Policy Environment For personal use only Development of Northern Australia and Resource Corridors Government Priority Julia Creek Vanadium is a new energy mineral – strategic significance as a Critical Mineral Greater Fuel Resilience Needed Federal Government Resource Corridors Julia Cree
Slide 13: Vanadium Market
Vanadium Market For personal use only • The global vanadium market is expected to grow by 28.31 thousand tons during 2020-2024. (Source: Technavio Global Vanadium Market Report 2020-2024) • Demand for vanadium is expected to grow steadily in the future as a result of updated construction policy guid
Slide 14: Fuel Resilience
Fuel Resilience For personal use only • Australia is an island nation that depends heavily on imported fuel — and our stockpile is critically low. The Government's Australian Petroleum Statistics published in April 2020 said this would amount to 30 days of petrol for automobiles, 20 days of diesel a
Slide 15: Peer Comparisons
Peer Comparisons For personal use only ASX To ta l V205 Mt V205 % Total V205 Mt V205 % Total V205 V205 % C om pany C o de Pro ject Na m e Lo ca tio n To ta l Reso urce V205 % (Mea sured) (Measured) (In dica ted) (Indicated) Mt (In ferred) (Inferred) Wyndam Port, North West King River Copper KRC Spee
Slide 16: Julia Creek Resource Overview
Julia Creek Resource Overview For personal use only Table 1: Summary of JORC Mineral Resource Estimate Note: 1. The estimate uses a minimum cut-off of 0.2% V2O5 for the oil shale units, and minimum cut-off of 0.15% V2O5 for the Coquina units. 2. The total resource tonnage reported is rounded to refl
Slide 17: Julia Creek Oil Yield
Julia Creek Oil Yield For personal use only Source: Measured Group The estimation methodology used is deterministic. The estimation is based on grids constructed for unit structure, thickness and oil grade parameters 17
Slide 18: Contact
Contact For personal use only Gavin Loyden Managing Director gavin@qldem.com.au +61 7 5646 9553 www.qldem.com.au Shane Murphy Investor Relations shane.murphy@fticonsulting.com +61 420 945 291 www.qldem.com.au 18
Slide 19: Appendix – Vanadium Market
For personal use only Appendix – Vanadium Market 19
Slide 20: Uses of Vanadium
For personal use only ENERGY STORAGE STEEL MANUFACTURING Uses of Vanadium Applications Of Vanadium AEROSPACE AUTOMOTIVE 20
Slide 21: Renewable Energy Storage
21 Renewable Energy Storage For personal use only Competitive Advantages: • Vanadium redox flow batteries (VRFB’s) are the most efficient battery technology for utility scale renewable energy storage, including wind and solar • Higher levels of safety & stability with proven, reliability, scalabilit
Slide 22: VRFB Installs Worldwide
113 VRFB Installs Worldwide For personal use only COUNTRY VRFBs kW kWh Australia 7 945 4629.90 Barbuda 1 3000 12000.00 Botswana 1 112 560.00 Canada 3 2500 10000.00 China 17 15825 48005.00 Czech Rep. 3 47 209.90 Denmark 3 40 260.00 Germany 15 1530 86190.00 India 4 155 740.15 Indonesia 2 400 500.00 It
Slide 23: Construction
Construction For personal use only • Vanadium plays an essential role as an alloy of steel to provide strength and is also added to increase fire resistance and increase tensile strength. • Announced in February 2018, with implementation by the 1st of November 2018, China revised steel rebar standar
Slide 24: Aerospace & Automotive
Aerospace & Automotive For personal use only • Aerospace - Increased aircraft are required to service larger addressable air-travel market • Both Boeing & Airbus both forecast annual global air traffic growth between 2016 and 2035 of nearly 5%. A titanium alloy containing 4% vanadium and 6% aluminiu