Technology Minerals Plc · LSE:TM1
Technology Minerals — Investor Presentation (June 2022)
35 slides from Technology Minerals's investor presentation, June 2022
Slide 1: Technology Minerals Plc June 2022
T T=CHNOLOGY MIN=RALS ——$—— PLC ————_ June 2022
Slide 2: Disclaimer
Disclaimer Each person to whom a copy of this company presentation (“Presentation”) is provided is a “User” and each User agrees to be bound to the terms of this agreement. The attached information has been prepared by Technology Minerals Limited and Recyclus Group using their best efforts to realis
Slide 3: Executive Summary
Executive Summary PORTFOLIO OF MINING PROJECTS BATTERY RECYCLING Strategically positioned across the globe to ensure a Both lithium-ion and lead-acid battery recycling, through diversified portfolio for securing supply Recyclus Group, to provide much needed supply PROJECT GENERATOR MODEL CIRCULAR EC
Slide 4: Meet The Team
Meet The Team Technology Minerals Plc’s Presentation Team Alexander Stanbury Robin Brundle CHIEF EXECUTIVE OFFICER CHAIRMAN alex@technologyminerals.co.uk robin@technologyminerals.co.uk +44 (0)203 885 9209 +44 (0)203 885 9209 4
Slide 5: Group Structure
Group Structure TECHNOLOGY MINERALS PLC & RECYCLUS GROUP LTD Idaho (Emperium) SUMMARY The group structure of Technology Minerals is split into resource projects, and end-of- Idaho (Blackbird) life battery recycling processes through 49%-owned Recyclus Group. South Dakota The operations portfolio con
Slide 6: Circular Economy
Circular Economy TECHNOLOGY MINERALS PLC & RECYCLUS GROUP LTD Technology Minerals and Recyclus Group are contributing towards the UK's first industrial-scale circular economy for battery metals, thanks to the twin-track approach that targets both raw supply and end-of-life batteries for reprocessing
Slide 7: Battery Metals Portfolio
Battery Metals Portfolio OVERVIEW
Slide 8: Mining Strategy
Mining Strategy TECHNOLOGY MINERALS’ PROJECT GENERATOR MODEL 8
Slide 9: Technology Minerals: Battery Metals
Technology Minerals: Battery Metals COBALT: Idaho, USA LITHIUM: Ireland Via its wholly-owned subsidiaries, Techmin Ltd and Emperium I Holdings Corp, The “Leinster” project, situated in south-east Ireland, is a pegmatite-hosted lithium Technology Minerals Plc holds two cobalt projects (“Emperium” & “
Slide 10: Global Mining Projects
Global Mining Projects England, UK HQ and Recyclus plants Ireland Lithium project Idaho, USA - Emperium (Cobalt Project) Northern Spain - Blackbird (Cobalt Project) Nickel-copper- cobalt project South Dakota, USA Manganese-REE +/- nickel, Cameroon cobalt and copper project Nickel-copper- cobalt proj
Slide 11: Timeline: Mining Assets
Timeline: Mining Assets EMPERIUM: Idaho, USA BLACKBIRD: Idaho, USA OACOMA: South Dakota, USA 11
Slide 12: Asturmet, Leinster, TMC project updates
ASTURMET: Spain LEINSTER: Ireland Technology Minerals is taking steps so that the permits will be valid under Cameroonian law. TMC: Cameroon 12
Slide 13: Recyclus Group
RECYCLUS o GROUP
Slide 14: Recyclus Business Model
Recyclus Business Model • Optimization of revenue growth is being realised through the control of IPR and focusing on first-to-market advantage with a broad network of partners. • Optimization of revenue mechanisms is being realised through an integrated service and product offering, focusing on bus
Slide 15: Recyclus Market Overview
Recyclus Market Overview AUTOMOTIVE & INDUSTRIAL BATTERY MARKET KEY METAL SHORTAGES BATTERY RECYCLING In 2019, the automotive and industrial battery Major manufacturers are scrambling This bottleneck could be ameliorated market was worth €15 billion in Europe and €75 to secure long-term supply stabi
Slide 16: Recyclus Revenue Mechanisms
Recyclus Revenue Mechanisms The primary mechanism for revenue is direct sales of recovered materials. This includes trading on the commodity market and providing subscription models to industry partners and affiliates – driving a cashflow and value chain lock-in to support leadership positioning. Ot
Slide 17: Lead-Acid Battery Recycling Plant
Lead-Acid Battery Recycling Plant St Georges Works, Bradleys Lane, Tipton, DY4 9EZ The first lead-acid recycling plant will be operational in the second half of the calendar year, and will look to recycle 16,000 tonnes of lead-acid. Target: to increase recycling lead-acid volume from 16,000 tonnes i
Slide 18: Li-ion Battery Recycling Plant
Li-ion Battery Recycling Plant Lincoln Street, Heath Town, Wolverhampton, WV10 0DX The first Li-ion recycling plant will be operational in the second half of the calendar year, and will look to recycle 8,300 tonnes of lithium-ion. Target: to increase recycling lithium- ion volume from 8,300 tonnes i
Slide 19: Li-ion Storage & Transport Boxes
Max capacity: 450 litres Li-ion Storage & Transport Boxes Max net mass: up to 300kg so long as power rating doesn’t exceed 20kWh Certification expected Q3 2022 Halo Battery Recycling, as part of the Recyclus Group, are providing Gross weight of empty box: 260kg a solution for the dangers posed in th
Slide 20: Conclusion
Conclusion MATERIALS SHORTAGES EU supply of critical battery raw materials (GWh) Benchmark Minerals is forecasting a battery deficit 800 emerging in the mid-2020s, with further lithium, nickel, and manganese shortages on the horizon. [8] 700 600 500 BATTERY RECYCLING 400 With forecasts consistently
Slide 21: Appendix
T T=CHNOLOGY MIN=RALS —— PLC ———_ Appendix
Slide 22: Meet The Team
Meet The Team Technology Minerals Plc’s Extended Board James Cable Lester Kemp Wilson Robb CHIEF FINANCIAL OFFICER CHIEF OPERATING OFFICER CHIEF TECHNICAL OFFICER james@technologyminerals.co.uk lester@technologyminerals.co.uk wilson@technologyminerals.co.uk +44 (0)203 885 9209 +44 (0)203 885 9209 +4
Slide 23: Meet The Team
Meet The Team Technology Minerals Plc’s Extended Board Nicholas Kounoupias Chang Oh Turkmani Philip Beard Nick Elmslie Simon Griffiths NON-EXEC DIRECTOR NON-EXEC DIRECTOR NON-EXEC DIRECTOR ADVISORY BOARD ADVISORY BOARD nick@kounoupiasip.com chang@themegaco.com philip@philipbeard.co.uk nick.elmslie@o
Slide 24: USA: Idaho (Emperium) – Cobalt Project
USA: Idaho (Emperium) – Cobalt Project • Technology Minerals, via it’s wholly-owned subsidiary, Emperium I Material: Cobalt Location: Idaho, USA Holdings Corp, holds the ‘Emperium Cobalt Project’ - one of the largest Current Status: Soil and outcrop sampling, and mapping license area land positions
Slide 25: USA: Idaho (Blackbird) – Cobalt Project
USA: Idaho (Blackbird) – Cobalt Project • Technology Minerals Plc’s wholly-owned subsidiary, Techmin Limited, has Material: Cobalt acquired 100% interest in the Blackbird Creek Property from DG Resource Location: Lemhi County, Idaho, USA Management Ltd. The acquisition adds 158 contiguous lode claim
Slide 26: USA: South Dakota (Oacoma) Mn-REE Project
USA: South Dakota (Oacoma) Mn-REE +/- Ni, Co, Cu Project • Technology Minerals Ltd (TML) currently holds 15% of the Oacoma Project, with the option to Material: Mn-REE +/- Ni, Co, Cu acquire up to a further 85% working interest on the terms of an exploration agreement that Location: South Dakota, US
Slide 27: Europe: Spain (Asturmet) – Co-Ni-Cu Project
Europe: Spain (Asturmet) – Co-Ni-Cu Project • Also referred to as the Aramo Cobalt Project, the mines are classed as epithermal carbonate hosted deposits. First mining works took place on the oxidised zone of the ore, which is well developed in the site of the mine. Later, a cementation zone was exp
Slide 28: Europe: Ireland (Leinster) – Lithium Project
Europe: Ireland (Leinster) – Lithium Project Material: Lithium • Also referred to as NW Leinster Massif, this is a pegmatite-hosted Location: Leinster Massif Lithium Project. The Project is a 35 km long zone of lithium-bearing (S.E Ireland) pegmatites, where aplites centred on the Aclare deposit wer
Slide 29: Africa: Cameroon (TMC) – Ni-Cu-Co Project
Africa: Cameroon (TMC) – Ni-Cu-Co Project • The Technology Minerals Cameroon (TMC) Project is located in SE Cameroon, 640km by road east of the port city of Douala, and 400km by road east of the capital of Yaoundé. The primary deposits are two of four laterite plateaus extending 80km north-south and
Slide 30: Market Size - Europe
Market Size - Europe The focus for Recyclus is to grow to: Europe battery volumes (tonnes) - 41,500 tonnes of lithium-ion batteries; - And 80,000 tonnes of lead-acid batteries Lead-acid and respectively, by 2027. Market Li-ion TOTAL Li-ion Lead-acid other The largest market opportunity is in the aut
Slide 31: Market Overview: Lithium
Market Overview: Lithium • Electric vehicles are converging industry, consumer and policy change with every major automotive OEM committing to +16% EV 500,000t Mid- electrification by 2030, supported by a global policy push and shift Battery deficit 2020s in consumer demands. Cost • The challenge is
Slide 32: Lead-Acid Battery Recycling Market
10 /1 2240 2260 2280 2300 2320 2340 2360 2/ 20 12 21 /1 2/ 20 14 21 /1 2/ 20 16 21 /1 2/ 20 18 21 /1 2/ 20 20 21 /1 2/ 20 22 21 /1 2/ 20 24 21 /1 2/ 20 26 21 /1 2/ 20 28 21 /1 2/ 20 21 Lead Prices: US$ per Tonne 30 /1 2/ 20 01 21 /0 1/ 20 03 22 /0 1/ 20 05 22 /0 1/ 20 07 22 /0 1/ 20 22 [3] Lead-Acid
Slide 33: Li-ion Battery Recycling Market
PIXEL VISION SLIDE SLIDESECTION SECTION Li-ion Battery Recycling Market Li-ion batteries on the global market, forecast nameplate capacity GWh 12000 10000 • Batteries in electric vehicles, both light and 8000 heavy duty, could, in 2030, represent ≈90% of total lithium demand. [4] 6000 • To meet dema
Slide 34: Advisors
Registered Office: Advisors Finsgate 5-7 Cranwood Street, London, Spencer West LLP: Solicitors EC1V 9EE, Jeffreys Henry: Accountants UK Arden Partners: Broker www.technologyminerals.co.uk Alfred Henry: Corporate Advisor +44 (0)203 885 9209 Luther Pendragon: Corporate PR Neville Registrars: Corporate
Slide 35: References
References [1] https://www.eurobat.org/news-publications/publications/462-accelerated-demand-for-today-s-key-battery- technologies-will-drive-market-growth-needed-for-green-deal-achievements-by-2030 [2] https://ec.europa.eu/environment/waste/batteries/ [3] https://www.lme.com/en/Metals/Non-ferrous/L
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