Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Shareholder Meeting (October 2020)
27 slides from Sunrise Energy Metals's shareholder meeting presentation, Oct 15, 2020
Slide 1: ASX/TSX Announcement: Clean TeQ Annual General Meeting
ASX/TSX Announcement 15 October 2020 Clean TeQ Holdings Limited Annual General Meeting MELBOURNE, Australia – Clean TeQ Holdings Limited (‘Clean TeQ’ or ‘Company’) (ASX/TSX:CLQ; OTCQX:CTEQF) will today at 12 noon (AEST) hold its 2020 Annual General Meeting via webcast. Shareholders and guests are ab
Slide 2: Annual General Meeting: FY20 Operational Review
ANNUAL GENERAL MEETING FY20 OPERATIONAL REVIEW Sam Riggall – Chief Executive Officer Clean TeQ | FY20 Annual General Meeting
Slide 3: Cautionary statement
Cautionary statement Certain statements in this news release constitute “forward-looking statements” or “forward-looking information” within the meaning of applicable securities laws. Such statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, pe
Slide 4: Highlights – FY20
Highlights – FY20 ❑ Excellent HSE performance, zero community and environmental incidents and good progress on developing business systems ❑ Delivered Sunrise Project Execution Plan, positioning Sunrise as the most strategic, development-ready battery metals project in the world ❑ Construction compl
Slide 5: Building the battery materials supply chain of the future
Building the battery materials supply chain of the future Clean TeQ Sunrise | Annual General Meeting
Slide 6: Nickel and cobalt demand growth from batteries
Nickel and cobalt demand growth from batteries Lithium Battery Demand Growth Forecast Nickel Demand Growth Forecast Cobalt Demand Growth 2020 – 2030 (GWhpa) 2020 – 2030 (ktpa) 2020 – 2030 (ktpa) 2,500 5,000 450 4,500 400 2,000 4,000 350 3,500 300 1,500 3,000 250 28% 2,500 CAGR 19% 200 CAGR 1,000 2,0
Slide 7: Sunrise - the template for battery metal supply
Sunrise - the template for battery metal supply 1 2 3 4 Cost Carbon Recycling Light-weighting Clean-iX® is the simplest, Sunrise will have one of The Sunrise refinery Scandium can deliver lowest-cost and most the lowest carbon adopts regenerative lighter, corrosion resistant, direct route to battery
Slide 8: Sunrise Project Execution Plan By the Numbers
Sunrise Project Execution Plan By the Numbers Refining 1 million Approximate number of EVs Metal extraction supported by Sunrise’s annual nickel and cobalt production1 -US$0.80 Negative C1 cash cost per pound of nickel (after by- product credits) over first 25 years of operation 50+ Years of operati
Slide 9: A déjà vu moment
A déjà vu moment Headlines ❑ Sovereign risk and supply chain dependency is driving carmakers to engage directly with the mining industry to secure supply – a new supply chain paradigm is emerging ❑ Nickel and cobalt, in particular, are critical to the cost and carbon footprint of the vehicle ❑ Metal
Slide 10: The lessons of history – the world's first Gigafactory
The lessons of history – the world’s first Gigafactory History shows that new industries, built on new technologies in rapidly growing markets, require (at least initially) higher degrees of vertical integration to succeed “Henry Ford’s ultimate goal was to achieve total | Corporate Presentation - S
Slide 11: Is the source of metal units important? Not really.
Is the source of metal units important? Not really. Waste stream: Transport: Conversion: Significant 5.6T Indonesia to US MHP to LiB Ni 1T LiB-grade Ni MHP (40% Ni) 50kg LiB-grade Co Cost1: $5.51/lb Ni (85% LME) Cost: $0.20/lb Ni Cost3: $1.92/lb Ni Credit4: Cost: $7.09/lb Ni GHG2: 28.3kg CO2e/kg Ni
Slide 12: Is ownership of low-cost resources important? Absolutely.
Is ownership of low-cost resources important? Absolutely. Waste stream: Transport: Conversion: Significant 5.6T Indonesia to US MHP to LiB Ni 1T LiB-grade Ni MHP (40% Ni) 50kg LiB-grade Co Cost1: $5.51/lb Ni (85% LME) Cost: $0.20/lb Ni Cost3: $1.92/lb Ni Credit4: Cost: $7.09/lb Ni GHG2: 28.3kg CO2e/
Slide 13: The value of Sunrise in an integrated EV supply chain
The value of Sunrise in an integrated EV supply chain Spot Ni/Co Incentive Ni/Co Historic High Ni/Co Prices Prices Prices Cash procurement savings (US$Mpa) 219 480 1,409 Battery pack savings ($/kWh) 6.34 13.86 40.70 Cost impact ($/EV) 317 693 2,035 Carmakers cannot afford not to integrate Note: Indi
Slide 14: Direct to Precursor
Direct to Precursor Sc Ni cRIP Ni/Co/Sc Separation NMC NMC Purification Ni/Co Crystallisation Precursor CAM Co Mn Li Increasing value of metal Sc cRIP Ni/Co/Sc Purification NMC NMC Ni/Co Precursor CAM Mn Li Clean TeQ Sunrise | FY20 Annual General Meeting 13
Slide 15: Phoenix platinum – high quality drill targets
Phoenix platinum – high quality drill targets • Sunrise hosts one of the largest platinum resources in Australia, with over 1Moz at surface • Historic drilling demonstrated good grade intersections below the laterite • A drill program to test the PGM potential below the laterite is scheduled to comm
Slide 16: Delivering innovative water treatment solutions
Delivering innovative water treatment solutions Clean TeQ Water | FY20 Annual General Meeting
Slide 17: Water scarcity is a global issue
Water scarcity is a global issue The world’s climate is changing, with impacts on water availability Months of annual water shortage Over the next 15 years, population & economic growth are expected to double global water demand 3.6 billion people live at least one month a year with extreme water st
Slide 18: Localised water impacts
Localised water impacts Agriculture, industry and energy can have major impacts if not managed well Blue-green algae bloom from fertilizer Clean-up after cadmium spill in North Carolina coal ash spill into and other chemical waste China local river Clean TeQ Water | FY20 Annual General Meeting 17
Slide 19: Soil is becoming less fertile and less productive
Soil is becoming less fertile and less productive Climate, water and soil quality are intimately linked. Soil quality is critical for carbon absorption. Clean TeQ Water 18
Slide 20: Clean TeQ Water – mission and strategy
Clean TeQ Water – mission and strategy CLEAN TEQ WATER MISSION We aspire to address global scarcity of fresh water by providing innovative technology solutions that lower the cost and complexity of water recycling and resource recovery STRATEGY: 1.1 Build on our unique portfolio of innovative techno
Slide 21: FY20 – successfully delivering projects
FY20 – successfully delivering projects Antimony Processing Plant Gold Mine Waste Water Cobalt Nickel Raffinate • Oman • Victoria, Australia • Democratic Republic of Congo • 500 tons/day • 2000 tons/day • 20,000 tons/day • DeSalx + Reverse Osmosis for re- • Removal of Sulphate, Calcium, • Removal an
Slide 22: BIOCLENS production commenced in Tianjin
BIOCLENS production commenced in Tianjin Lens production Gel preparation BIOCLENS Lens cultivation 21 Clean TeQ Water | FY20 Annual General Meeting 21
Slide 23: Six pilot plants in progress
Six pilot plants in progress BIONEX (CIF + BIOCLENS) CIF / U-Column • Municipal waste water • Copper removal and polishing of nitrate recovery from copper/gold mining waste water BIONEX (CIF + BIOCLENS) CLX / U-Column • Steel waste water polishing • Uranium processing of nitrate BIOCLENS HIROX • Aqu
Slide 24: Townsville
Townsville ❑ Clean TeQ selected as preferred contractor for Cleveland Bay Water Purification Plant in Townsville ❑ Commenced detailed design and long lead item sourcing under a A$920k preliminary contract ❑ Timing on final contract award impacted by COVID, with EPC works expected to commence in CY21
Slide 25: Pursuing leadership in separation and extraction technology
Pursuing leadership in separation and extraction technology Clean TeQ | FY20 Annual General Meeting
Slide 26: Graphene oxide membranes
Graphene oxide membranes ❑ Joint Venture with Ionic Industries (NematiQ) to progress GO-membrane development ❑ Graphene oxide-based membranes have the potential to deliver significant benefits due to their high flux, tunability and non-fouling properties ❑ Commercial-scale printing runs in US have d
Slide 27: www.cleanteq.com
P: +61 3 9797 6700 E: info@cleanteq.com Clean TeQ Holdings Limited 12/21 Howleys Rd Notting Hill VIC 3000 AUSTRALIA www.cleanteq.com Clean TeQ
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