Metallium Limited · ASX:MTM
Metallium — Shareholder Meeting (June 2025)
29 slides from Metallium's shareholder meeting presentation, Jun 30, 2025
Slide 1: Revolutionary Metal Recovery Technology
Revolutionary Metal Recovery Technology SHAREHOLDER GENERAL MEETING PRESENTATION 30 June 2025 Metallium Ltd ASX: MTM / OTCQB: MTMCF
Slide 2: Disclaimers
Disclaimers This presentation has been prepared by Metallium Ltd (ACN 645 885 463) (“Metallium”, “MTM’ or “Company”) for the exclusive The figures, valuations, forecasts, estimates, opinions and projections contained herein involve elements of subjective judgment and use of the party to whom Metalli
Slide 3: From MTM to Metallium – Strategic Evolution
From MTM to Metallium – A name rooted in the periodic Strategic Evolution table — and our target metals Rebrand marks transition to a U.S.-led industrial tech company transforming the economics and possibilities of metal recovery Metal (l) + ium Target Metals – The 'ium' Thread Key Target Metals: St
Slide 4: Forging a U.S. National Platform for Strategic Metals Recovery
Forging a U.S. National Platform for Strategic Metals Recovery 20+ Strategic partnerships across feedstock, Execution by the Numbers: Key Metrics technology, and offtake channels under way or under development 6+ U.S. states in Metallium’s national deployment strategy by end-2026 8+ Core patents and
Slide 5: A$50M Institutional Raise - Advances U.S. Technology Execution & Expansion
A$50M Institutional Raise - Advances U.S. Technology Execution & Expansion Investment Highlights Use of Funds* Working Capital & Contingency A$50M raised at A$0.55/share First Commercial FJH Commercial Team & Line in Texas ▪ Firm commitments from Tier-1 institutions U.S. Build-out Heavily Oversubscr
Slide 6: Who is Metallium? The Future of Metals Recovery
Who is Metallium? The Future of Metals Recovery A U.S.-focused industrial technology company with a patented process to recover metals from both waste and ore, more efficiently and economically than traditional methods. Corporate Head Office OUR EDGE 100%-owned USA subsidiary ✓ Innovation: Patented
Slide 7: Business Model
Business Model Metallium is building sustainable, scalable revenue through two core business units URBAN MINING (WASTE RECYCLING) MINERAL PROCESSING (MINING PROJECTS) Strategic partnerships are key to securing feedstock and Technology Metals: Electronic Waste: Rare Earth Elements Red Mud deployment
Slide 8: Primary Focus Feedstocks – High-Value Materials First
Primary Focus Feedstocks – Initial focus on HIGH VALUE waste feedstocks High-Value Materials First Targeting High-Intrinsic Value ✓ Focusing on Ga, Ge, In-rich waste and gold/copper-rich electronic (PCB) waste– materials with very large $/t of contained (in-situ) value. ✓ Prioritizing Gold- and Copp
Slide 9: Technology History
Click to edit Master Technology Historytitle style Dr. James Tour at his Materials Science & NanoEngineering lab at Rice University, Texas, USA From the stable of renowned scientist and inventor Dr. James Tour Flash Joule Heating (FJH) is a technique that utilises an intense short burst of electrica
Slide 10: The Industry's Technology Problem
The Industry’s Technology Problem Legacy Metal Processing Tech is Costly and Unsustainable ✓ Traditional methods: High-energy smelting (1,000°C+) or kiln-based heating over long time PYROMETALLURGY periods, low yields. Energy intensive, fossil-fuel powered ✓ Environmental cost: Legacy processes emit
Slide 11: Metallium's Elegant, Sustainable Solution
ULTRAFAST HEATING + PROPRIETARY CHEMISTRY Metallium’s Elegant, Sustainable Solution: Flash Joule Heating Ultrafast Heating We apply a short burst of electric energy to crushed ore or waste. The feed conducts current and heats in very short timeframes. Metal Recovered FJH Proprietary Chemistry Bearin
Slide 12: FJH Proprietary System – Block Flow Diagram
FJH Proprietary System – Block Flow Diagram Process that turns varied raw wastes or ores into valuable metal products with minimal chemicals Or other reactant(s) Metal Rich Waste Wide applicability across several metals, waste feedstocks and mineral ores Mineral Ores 12 12
Slide 13: Example of how the technology is breakthrough
Example of how the technology is breakthrough FJH has demonstrated potential to revolutionise mineral processing flowsheets, by reducing acid, energy & overall number of steps. i.e. Conventional Flowsheet for Lithium Carbonate vs FJH i.e. Conventional Flowsheet for REE concentrate processing vs FJH
Slide 14: High-Grade, High-Value Feedstocks = Exceptional In-Situ Value
High-Grade, High-Value Feedstocks = Exceptional In-Situ Value Even at small scale, potential to unlock significant value per tonne – impossible with most traditional ores Feedstock Type Illustrative Est. In-Situ Value Notes Composition (USD/t)* Gallium / Germanium/Indium Ga/Ge Scrap Ga: 15%, Ge: 18%
Slide 15: Metallium's Focus Metals Align with U.S. Strategic Priorities
Metallium’s Focus Metals Align with U.S. Strategic Priorities U.S. Department of Energy – 2025 Draft Critical Materials Assessment Critical Metals • Ga, Ge, In, Sb, REEs: DOE-designated critical. • Used in semiconductors, AI, clean energy, defense etc • All are 90–100% import-reliant in the U.S. Our
Slide 16: Scaling Towards Commercial Production
Scaling Towards Commercial Production 16
Slide 17: Trusted Design Partner – KnightHawk Engineering
Trusted Design Partner – KnightHawk Engineering (KHE) 30+ years experience in bespoke high-temperature process design (expertise in gasification, fluidized beds, etc.) ✓ KnightHawk is leading the design/engineering of Metallium’s Flash KnightHawk Engineering, FJH Team, Houston Texas Joule Heating in
Slide 18: Metallium's Path to First Production
Metallium’s Path to First Production: Building the Foundation for Scale Rapid advancement of FJH technology from a laboratory breakthrough into a near-term commercial reality. Over the past 18 months, we have: ✓ Proven the science at lab bench scale with Rice University and refined proprietary proce
Slide 19: Texas Technology Campus
Texas Technology Campus This facility will bring Metallium’s breakthrough technology to a commercial-ready stage, generating initial cash flow and proving the model for larger expansion Metallium’s U.S. Technology Campus will house our first commercial plant and serve as a hub for ongoing R&D and fu
Slide 20: Metallium TX Site Location – Within Major Industrial Corridor
Metallium TX Site Location – Within Major Industrial Corridor ▪ Strategic location offers direct access to Interstate 10, the Houston Ship Channel (major port), and is within a 40-minute drive of central Houston, ensuring efficient logistics and access to suppliers/customers ▪ Existing on-site infra
Slide 21: PROJECT SCALE: U.S. National Footprint – Multisite Rollout Plan
PROJECT SCALE: U.S. National Footprint – Multisite Rollout Plan Strategic Multisite Deployment Plan – Pre-Permitted U.S. Network Anchored in Texas ▪ Texas Hub Secured: Pre-permitted anchor site in Houston region, enabling near-term commissioning ▪ Expansion-Ready Pipeline: Additional sites shortlist
Slide 22: Strategic Partnerships – Validating and Accelerating Our Strategy
Strategic Partnerships – Validating and Accelerating Our Strategy 22
Slide 23: Industry Leaders Back Metallium
Industry Leaders Back Metallium Success Underpinned by the Company We Keep ✓ Vedanta: Vedanta (US$20B market cap) – Partnering with Metallium to deploy FJH on red mud (alumina refinery waste) – aiming to extract residual valuable metals and produce a low-carbon cement additive (a world-first solutio
Slide 24: Execution Roadmap – Key Milestones Through Early 2026
Execution Roadmap – Key Milestones Through Early 2026 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Capitalised, Organised, and Construction & Commercial From Commissioning to From 1st Commercial Plant to Ready to Build Anchors Commercial Output National rollout & beyond • A$50M Placement Completed – • U.S. Advis
Slide 25: Executive Summary
Executive Summary → Proprietary Technology with No Direct Rival Flash Joule Heating (FJH), developed at Rice University Texas, delivers ultrafast, selective metal recovery – no equivalent exists in commercial refining. → Economically Disruptive Metal Recovery vs Traditional Processing Simplifies com
Slide 26: Board & Senior Management
Board & Senior Management Michael Walshe Steve Ragiel John Hannaford Tony Hadley Paul Niardone B.Eng. (Hons) Chemical, MIEAust BCom, FFin B.Sc. (Extractive Metallurgy & Chemistry) MBA, BA BCHe, Chemical Engineering CPEng, MBA (Finance), MAusIMM Managing Director & CEO President – U.S. Operations Non
Slide 27: Corporate Overview
SHAREHOLDER BREAKDOWN - (post June 2025 placement Corporate Overview Institutional Ownership 32% Board, Management & Insiders 11% As at 17 Jan 2025 Remainder Other Top 20 Top 20 Holders: 39% 17% 52% SHARE PRICE MARKET CAPITALISATION A$0.57 A$315m * Institutional 33% Total No. of Shareholders: 2,574
Slide 28: The Future of Metals Recovery – Contact us
The Future of Metals Recovery – Contact us to learn more or for partnership discussions Michael Walshe Managing Director & Chief Executive Officer Metallium Ltd Stock Exchange Investor and Announcement Engagement Metallium Ltd ASX Unit 4, 22 Railway Road, Subiaco, Western Australia 6008 Phone +61 (0
Slide 29: Appendix – Supplementary Information on In-Situ Value Derivation
Appendix – Supplementary Information on In-Situ Value Derivation This appendix provides the assumptions and methodology used to calculate estimated in-situ metal values (USD/t) for key feedstocks referenced herein. Calculation Methodology: In-situ values were calculated as: [Grade] × [Spot Price per