Green Technology Metals Limited · ASX:GT1
Green Technology Metals — Tribeca Future Facing Commodities Conference (March 2024)
29 slides from Green Technology Metals's conference presentation, Mar 27, 2024
Slide 1: Investor Presentation - Tribeca Future Facing Commodities Conference
For personal use only INVESTOR PRESENTATION Tribeca Future Facing Commodities Conference MARCH 2024 Building the pre-eminent vertically integrated Lithium business in Ontario, Canada ASX | GT1
Slide 2: Indigenous Partners Acknowledgement
INDIGENOUS PARTNERS ACKNOWLEDGEMENT For personal use only We would like to say Gchi Miigwech to our Indigenous partners. GT1 appreciates the opportunity to work in their Traditional Territory and remains committed to the recognition and respect of those who have lived, travelled, and gathered on the
Slide 3: Corporate Snapshot – Oversold or Undervalued?
CORPORATE SNAPSHOT – Oversold or Undervalued? 318.7M SHARES ON ISSUE GT1 $0.14 $44.6M $28.1M $16.53M $0 5.8M OPTIONS For personal use only ASX CODE SHARE PRICE MARKET CAP EV CASH DEBT 24M PERFORMANCE RIGHTS SHARE REGISTER SHARE PRICE PERFORMANCE 0.35 AMCI 0.3 11.49% LGES 6.85% 0.25 BOARD & MANAGEMEN
Slide 4: Company Highlights
Company Highlights Showcasing GT1 as one of the most advanced explorers in the Ontario region 2029 24.9Mt @ 1.13% Li20 56,000 Ha For personal use only Total global Mineral Resource 560KM2 of LCT pegmatite 2026 Estimate prospective land Made in 10 Projects located on the doorstep to the Ontario North
Slide 5: 3-Stage Integrated Strategy
3- Stage Integrated Strategy To become the first Concentrates and Chemicals producer in the region Stage 1: Stage 2: Stage 3: For personal use only FIRST PRODUCER IN ONTARIO ESTABLISH CHEMICAL CONVERSION GROW AND CONSOLIDATE Seymour production from 2025/6 SUPPLY CHAIN ADDITIONAL FEED SOURCES – minim
Slide 6: Advancing Towards Production
Advancing Towards Production DELIVERED PROGRESSING For personal use only Preliminary Economic Assessment Seymour Conversion Facility Strategic partnerships – AMCI Group, Maiden drilling program at Junior Site location selection LG Energy Solution & Lithium Final investment decision Compl
Slide 7: Why Ontario?
Why Ontario? Becoming a world leader in the electric vehicle revolution World-class infrastructure $28 billion Global automakers commitments to For personal use only battery manufacturing and mining Provincial government initiatives - “Build more mines act” projects Streamlining permitting processes
Slide 8: Over $27B of Investment in Battery EV Production
Over $27B of Investment in Battery EV Production With more investment imminent STELLANTIS AND LG ENERGY SOLUTION $5B Investment towards automotive battery operations in Windsor, For personal use only Ontario. 45 GWh, 2025 POWERCO $7B investment towards the largest PowerCo gigafactory with an annual
Slide 9: Stage 1: Eastern Hub
Stage 1: For personal use only EASTERN HUB OWNERSHIP 100% Owned AREA 32,720 Hectares RESOURCE (Current) 10.3Mt @ 1.03% Li2O (with 6.1Mt @ 1.25% Indicated) EXPLORATION TARGET 22 to 26 Mt @ 0.8 to 1.5% Li2O DRILLING 74,667m STAGE Pre-Development EXPECTED FIRST 2025/26 PRODUCTION The potential quantity
Slide 10: Seymour Lithium Project
Seymour Lithium Project Thick, High-grade infill drill results returned up to 2.92% Li20 confirms strong continuity of lithium mineralisation at North Aubry For personal use only High-grade long intervals Over 20m thick and with grades up to 2.92% Li20 returned from latest drilling campaign Strong c
Slide 11: Eastern Hub Resource Growth
Eastern Hub Resource Growth 10.3Mt Mineral Resource Estimate with significant upside potential Seymour MRE - 10.3Mt @1.03% Li20 All drilling required for DFS at Seymour has been completed For personal use only Additional Resource and Mine Life Potential to increase the mineral resource through explo
Slide 12: Production Phase
Production Phase Planned to be in production from 2026 No chemicals in processing For personal use only DMS only concentrator – NO CHEMICAL REAGENTS USED Simple Mining, Processing, and Rehabilitation Basic extraction process similar to ‘wash quarry’ – can be rehabilitated relatively easily to or
Slide 13: Stage 2: Conversion Facility
Stage 2: CONVERSION For personal use only FACILITY Area Capital (CAD) LiOH Plant 607M Site Infrastructure 27M Tailings Disposal 0.4M Lithium Hydroxide Indirects 168M Owners Cost 38M Sub-total 840M Contingency (25%) 210M Total inc Contingency 1,050M Plant Pre-Production 13M Total inc Pre-Production 1
Slide 14: Conversion Facility
Conversion Facility Planned to be in production from 2028 Strategic Innovation Funding (SIF) applications For personal use only lodged for assessment and supported by LGES Alkali-leach flowsheet: (Metso-Outotec process) – Piedmont, Keliber Calcination test work: >97% conversion PEA Basis: 92
Slide 15: Stage 3: Western Hub
Stage 3: For personal use only WESTERN HUB OWNERSHIP 100% Owned AREA 23,095 Hectares RESOURCE (Current) 14.6Mt @ 1.21% Li2O EXPLORATION TARGET 25-35 Mt @ 1.0 to 1.5% Li2O DRILLING 42,000m STAGE Preliminary Economic Assessment EXPECTED FIRST 2028/9 PRODUCTION The potential quantity and grade of Explo
Slide 16: Western Hub
Western Hub Root Lithium Project targeting 25 – 35Mt Tonnes Range Mt Li2O % Grade For personal use only Area Min Max Min Max Root Bay 10.1 10.1 1.29% 1.29% Root Bay 6 10 1.0% 1.5% Deeps Root Bay East 2 6 1.0% 1.5% McCombe 4.5 4.5 1.01% 1.01% Morrison 2 4 1.0% 1.5% Total 25* 35* 1.0% 1.5% The explora
Slide 17: Root Lithium Project
Root Lithium Project Significant upside to be tested Root Bay East Located 1.3km to the east of the Root Bay Mineral Resource For personal use only Latest results show similar strong mineralisation characteristics to those of Root Bay Maiden drilling program completed confirming high-grade i
Slide 18: Root Project Spodumene Concentrate Product Specifications
Root Project Spodumene Concentrate Product Specifications Hybrid combination DMS and flotation processing Plant layout - hybrid DMS High grade – finer-grained spodumene, finer crushing and liberation size and flotation flowsheet HLS test work – 5.5%Li2O achieved, low recoveries For personal use
Slide 19: Contacts
For personal use only Contacts Chief Executive Officer Luke Cox L1, 338 Barker Rd, Subiaco Perth, Western Australia 6008 Email: info@greentm.com.au Investor Relations and Media Jacinta Martino Email: ir@greentm.com.au Share registry Automic Group Email: hello@automic.com.au ASX GT1
Slide 20: Appendix – Additional information
For personal use only APPENDIX – Additional information GREEN TECHNOLOGY METALS 20
Slide 21: Board of Directors
BOARD OF DIRECTORS Extensive experience and proven track record of rapidly advancing and delivering lithium projects globally For personal use only JOHN YOUNG CAMERON HENRY Non-Executive Chairman Executive Director Highly experienced geologist 20 years' experience managing and operating public compa
Slide 22: Supply Chain Rock to EV-Battery
SUPPLY CHAIN ROCK TO EV-BATTERY For personal use only MINE MADE IN ONTARIO CONCENTRATE GT1 Organic Growth Spodumene Process Plant CONVERT CAM BATTERY CAR Exploration LITHIUM CONVERSION CATHODE ACTIVITY BATTERY MANUFACTURING CAR MANUFACTURING GT1 Resources FACILITY MATERIAL FACILITY FACILITY FACILITY
Slide 23: PEA Highlights
PEA HIGHLIGHTS Mines and Concentrators Highlights For personal use only Combined mine and concentrator development delivers NPV $1,189M CAD (USD$894M) C$309M 54% Average Annual EBITDA After-tax IRR Low initial start-up capex – well defined (USD$232M) Staged development for second larger operat
Slide 24: Definitive Feasibility Study
Definitive Feasibility Study For personal use only New modifying factors optimisation to enable DFS parameters to be set Deliverables Mineral Inventory Expansion Geotechnical Study Whittle Shell Selection Mining Cost Model Optimization Staged Cutback Pit Design Open Pit and Underground C
Slide 25: Appendix - Disclaimers
For personal use only APPENDIX - Disclaimers GREEN TECHNOLOGY METALS 25
Slide 26: Appendix | Mineral Resource Estimate
APPENDIX | MINERAL RESOURCE ESTIMATE Project Tonnes (Mt) Li2O (%) Root Project Root Bay Indicated 9.4 1.30 For personal use only Inferred 0.7 1.14 McCombe Inferred 4.5 1.01 Total 14.6 1.21 Seymour Project North Aubry Indicated 6.1 1.25 Inferred 2.1 0.8 South Aubry Inferred 2.0 0.6 Total 10.3 1.03 Co
Slide 27: Appendix | Disclaimer
APPENDIX | DISCLAIMER Important information: Green Technology Metals Limited (ASX GT1) ACN 648 657 649 (the "Company") is the issuer of this presentation. Not a disclosure document: This presentation is not a disclosure document for the purposes of Chapter 6D of the Corporations Act 2001 (Cth) ("Cor
Slide 28: Appendix | Competent Persons Statement
APPENDIX | COMPETENT PERSONS STATEMENT The information in this Presentation that relates to the Exploration Results is based on activities carried out by Mr Luke Cox. Mr Cox has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and the act
Slide 29: Appendix | Exploration Targets Competent Persons Statement
APPENDIX | EXPLORATION TARGETS COMPETENT PERSONS STATEMENT The information in this Presentation that relates to the Exploration Target at Seymour is based on activities carried out by Mr Luke Cox. Mr Cox has sufficient experience which is relevant to the style of mineralisation and type of deposit u
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