Transition Metals Corp. · TSXV:XTM
Transition Metals — Investor Presentation (July 2018)
32 slides from Transition Metals's investor presentation, July 2018
Slide 1: Invest in Tomorrow, Today
INVEST IN TOMORROW, TODAY. XTM – TSXV | Q3 2018 INVEST IN TOMORROW, TODAY. XTM – TSXV | Q3 2018 1
Slide 2: An Exploratory Company Poised for Growth
AN EXPLORATORY COMPANY POISED FOR GROWTH Transition Metals Corp (XTM – TSX.V) specializes in converting new exploration ideas into Canadian discoveries. By acquiring and advancing multiple projects simultaneously, the Corporation maximizes shareholder exposure to discovery and capital gain. Equity d
Slide 3: Changing Horizons
CHANGING HORIZONS Demand is on the rise for energy and tech metals as innovation shifts from new to mainstream. Coupled with the fact that exploration budgets and discovery rates have been decreasing, will result in significant near-term demand that will not only drive metal prices up, but will incr
Slide 4: A Huge Opportunity in Exploration
A HUGE OPPORTUNITY IN EXPLORATION An undervalued stock, deep relationships with well funded partners, ongoing high demand for metals, over 25 projects and new discoveries on the horizon, an award-winning technical team with a proven track record, plus ownership in two companies set for an IPO this y
Slide 5: Discovery Stage Opportunity
DISCOVERY STAGE OPPORTUNITY EXPLORATION-MINING CONTINUUM ➢ Share price rises over time, meets maximum value at the discovery $ ➢ Discovery stage – greatest share price stage growth opportunity ➢ Entering at exploration phase provides the highest reward over the shortest period of time Operation ➢ No
Slide 6: Transition Metals: An Optimal Mix of Risk and Reward
TRANSITION METALS: AN OPTIMAL MIX OF RISK AND REWARD Co $ $ Au Cu $ $ $ Au Ni + = $ PGM Cu Co $ ➢ Multiple partners ➢ Minority interest in ➢ Maximize exposure to funding exploration multiple projects multiple discoveries INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM
Slide 7: Commodity Allocation Diversity Mitigates Risk
COMMODITY ALLOCATION DIVERSITY MITIGATES RISK % Zn V Sn Au PGM Ni Cu Co ➢ 50% Gold hedge 50% ➢ Gold price forecasted to ➢ Moderate exposure to rise energy metals ➢ Base metals prices forecasted to rise INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV | Q3 2018 7
Slide 8: Poised for Growth
POISED FOR GROWTH $0.24 As at July 10, 2018 $0.125 $5.2M Share Price Market Cap $0.12 52-Week Range 40% CGM Ownership = $3.2 M + 28% SPC Ownership = $3 M + =$7.49M Investment 9% Forum Energy Metals Ownership = $450K + Value 7% Aldershot Resources Ownership = $840K INVEST IN TOMORROW, TODAY. XTM – TS
Slide 9: Options & Joint Venture Partners
OPTIONS & HIGH-QUALITY PROJECTS ATTRACT HIGH-QUALITY PARTNERS JOINT VENTURES INVEST IN TOMORROW, TODAY. XTM – TSXV | Q3 2018 9
Slide 10: Key Investors
KEY ESTABLISHED INDUSTRY INVESTORS SEE A GREAT OPPORTUNITY INVESTORS INVEST IN TOMORROW, TODAY. XTM – TSXV | Q3 2018 10
Slide 11: Major Investments
MAJOR OWNED ASSETS MEAN NON-DILUTION OF COMPANY CASH INVESTMENTS Spinout Companies Other Investments INVEST IN TOMORROW, TODAY. XTM – TSXV | Q3 2018 11
Slide 12: Projects: 25+ Geographic Diversity
25+ GEOGRAPHIC DIVERSITY MEANS INCREASED POTENTIAL FOR DISCOVERY PROJECTS Pro-mining Au jurisdictions NUNAVUT • Easily Accessible • Excellent Infrastructure • Secure Land BC SK Tenure Cu V ON Au Ni PGM Au Au Au Sn NB TRANSITION METALS Ni Co Au NFLD SPC METALS NS CANADIAN GOLD MINER INVEST IN TOMORRO
Slide 13: Optioned Projects Success
OPTIONED PROJECTS SUCCESS SUNDAY LAKE GOWGANDA ➢ Commodity: PGM-Cu-Ni ➢ Commodity: Au ➢ Location: Thunder Bay, Ontario JANICE LAKE ➢ Location: Timmins, Ontario ➢ Geology: MCR-related mafic- ➢ Commodity: Cu ➢ Geology: Intrusion hosted ultramafic Intrusion stockwork veining, shear ➢ Location: North-ce
Slide 14: Optioned Projects Success
OPTIONED PROJECTS SUCCESS SUNDAY LAKE ➢ Commodity: PGM-Cu-Ni ➢ Location: Thunder Bay, Ontario ➢ Geology: MCR-related mafic-ultramafic Intrusion ➢ Ownership: 25% carried interest ➢ Status: Optioned to North American Palladium ➢ Stage: Geophysical surveys, drilling JANICE LAKE ➢ Commodity: Cu ➢ Locati
Slide 15: Projects Available for Option
PROJECTS AVAILABLE FOR OPTION Au SUNRISE LAKE MONGOWIN HOMATHKO NEWFOUNDLAND HIGHLAND GOLD GOLD INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV | Q3 2018 15
Slide 16: Projects Available for Option
PROJECTS AVAILABLE FOR OPTION Ni Cu Co PGM PGM REVEL DUNDONALD RAGLAN HILLS SATURDAY NIGHT GARDEN LAKE (PGM) (PGM) INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV | Q3 2018 16
Slide 17: Projects Available for Option
PROJECTS AVAILABLE FOR OPTION Cu Sn V ISLAND COPPER NEW EMPIRE LAKE BRUNSWICK TIN INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV | Q3 2018 17
Slide 18: SPC Metals
SPC METALS 28% Owned Highlights ➢Aer-Kidd and Lockerby East - two unique locations in the world- class Sudbury Mining district ➢Aer-Kidd sits between Vale’s Totten Mine (in-situ value $6 billion CAD) & KGHM’s Victoria Mine (in-situ value $12 billion CAD) ➢Lockerby East >10Mt of historic resources wi
Slide 19: Why Sudbury?
WHY SUDBURY? Ni Cu Co Pt+Pd 56 mines 11 active 7,000 employed mining, exploration and services $6B mining investment 2012-2017 135 years 1.6Bt >$1 trillion $1.5B Continuous production @ ~1.2% Ni, ~1.0% Cu, ~0.8g/t 2018 Development Commitment for Pt+Pd Onaping Depth and Copper Cliff Deep ➢Over 11.1 m
Slide 20: Canadian Gold Miner
CANADIAN GOLD MINER 40% Owned Highlights ➢Camp-scale opportunity (>220 km2) in the heart of the Abitibi Greenstone Belt with geological comparison to Canadian Malartic ➢Osisko Mining owns 19% ➢Projects optioned to IAMGOLD and Explorex Near-term Plans ➢IPO on target for later this year ➢Focus on disc
Slide 21: Why Abitibi?
WHY ABITIBI? 170+ ~ 40+ M oz M oz Gold produced Gold remains to date from undeveloped 100 mines Politically stable Expertise High grade gold + advantage Excellent infrastructure ➢Sections of prolific breaks remain ➢Long history of ➢CGM has property and data underexplored successful operations in the
Slide 22: Why Transition Metals Now? 2018 Key Catalysts
WHY TRANSITION 2018 KEY CATALYSTS METALS NOW? $$ Canadian Gold Two share Results from ongoing field Optioning of key projects Miner & SPC dividends planned and drilling program including Saturday Night Metals IPO later in including Janice Lake, South and Dundonald the year Kirkland, DeSantis and Sun
Slide 23: Management Team
MANAGEMENT TEAM SCOTT MCLEAN GREG COLLINS TOM HART GRANT MOURRE HBSc. P.Geo. B.Sc. Eng., P.Geo. M.Sc, P.Geo M.Sc, P.Geo CEO & Co-founder COO & Co-founder VP Exp Exploration Manager ➢ 2004 PDAC Prospectors ➢ Previous VP Exploration ➢ Co-recipient of the ➢ 16 years minerals of the Year for Nickel Rim
Slide 24: Capital Structure
CAPITAL LOW SHARE DILUTION IN MAJOR INVESTMENTS STRUCTURE Shares Outstanding Shares Outstanding Shares Outstanding 41.5M 48.1M 39.5M Shares Outstanding 41.5 M (28% Owned) (40% Owned) Warrants & Options 11.0 M Shares Outstanding 53.7 M Shares Outstanding 39.5 M Fully Diluted 52.5 M Warrants & Options
Slide 25: Forward-Looking Statements
FORWARD- LOOKING STATEMENTS Certain information contained in this presentation, includes information and statements which may contain words such as "could", "plans", "should", "anticipates", "expect", "believe", "will", and similar expressions and ADVENTURE statements relating to matters that are no
Slide 26: Scott McLean, CEO & Co-founder
Scott McLean HBSc. P.Geo. CEO & Co-founder smclean@transitionmetalscorp.com #5 - 410 Falconbridge Road Sudbury ON P3A 4S4 Telephone: 705-669-0590 INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV | Q3 2018 26
Slide 27: Appendix
APPENDIX INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV | Q3 2018 27
Slide 28: Board of Directors
BOARD OF DIRECTORS SCOTT MCLEAN, HBSc. P.Geo. WILLIAM PEARSON, PH.D., P.GEO. JON BAIRD, B.Sc., P.ENG. ➢ 2004 PDAC Prospectors of the ➢ 2015 recipient of the PDAC ➢ 2013 recipient of the Queen Elizabeth II Year for Nickel Rim South Discovery Distinguished Service Award Medal and the CIMM Vale Medal (
Slide 29: Sunday Lake
SUNDAY LAKE Best global PGM intersections in decades Discovery Intersection 20.2m @ 3.22 g/t PGM Other Intersections 42.9m @ 3.43 g/t PGM 35.8m @ 3.90 g/t PGM 18.6m @ 4.05 g/t PGM 33.2m @ 2.80 g/t PGM INVEST IN TOMORROW, TODAY. XTM – TSXV | Q3 2018 29
Slide 30: Aer-Kidd
AER-KIDD Recent Results Long Section AK-17-020: ➢ 12.35m @ 0.91% Ni, 0.28% Cu, 0.03% Co and 0.80g/t PGM incl 2.62m @ 2.05% Ni, 0.17% Cu, 0.05% Co and 1.03g/t PGM Warranted Drilling ➢ ~11,000m @ $200/m PLANNED HOLES INVEST IN TOMORROW, TODAY. XTM – TSXV | Q3 2018 30
Slide 31: Canadian Gold Miner Project Portfolio
CANADIAN GOLD MINER N 101 Timmins Camp PROJECT 70 Moz 11 Ontario Quebec PORTFOLIO DeSantis Kirkland – Larder Lake Camp 40 Moz 66 101 West Matachewan 144 Catharine Ridout West South Kirkland Ridout Fault 560 Producing Mine Past Producing Mine Undeveloped Resource Major Fault Abitibi Greenstone Rocks
Slide 32: Scott McLean, CEO & Co-founder
Scott McLean HBSc. P.Geo. CEO & Co-founder smclean@transitionmetalscorp.com #5 - 410 Falconbridge Road Sudbury ON P3A 4S4 Telephone: 705-669-0590 INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV | Q3 2018 32
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