Gcm Corp., Ltd. · ASX:GCM
Gcm — Green Critical Minerals — Non-Deal Roadshow (December 2024)
28 slides from Gcm's roadshow presentation, Dec 9, 2024
Slide 1: Advancing Our Downstream Strategy
ASX:GCM For personal use only Advancing Our Downstream Strategy Driving growth with breakthrough VHD Technology and Single Crystal Mullite Fibres gcminerals.com.au
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Green Critical Minerals Limited (GCM or the Company). It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This pre
Slide 3: Why Green Critical Minerals is Exciting
Investment Highlights Why Green Critical Minerals is Exciting For personal use only World class, award-winning team in materials VHD Graphite Applications in scientists and represents Data Centers, AI, Wholly owned engineers Vertically cutting-edge Supercomputers, innovation revolutionary integrated
Slide 4: Introduction and Strategic Overview
Introduction and Strategic Overview For personal use only 01
Slide 5: VHD Graphite Technology
VHD Graphite Technology For personal use only Nuclear Sector Raw VHD Graphite Ingredients Blocks Potential to Disrupt a Defense Sector +$700 B Thermal Energy Storage US Market 1 (2023) VHD Graphite Technology Process Tech with Superior Graphite Sector Blocks at Fraction of Proprietary Technology Gra
Slide 6: Why VHD Graphite is the Future of Advanced Materials
Why VHD Graphite is the Future of Advanced Materials Faster, More Affordable, and Superior to Pyrolytic and Nuclear Graphite For personal use only Superior Advanced Stage Scalable Properties of Development Superior or comparable properties to VHD Graphite can achieve initial product Further R&D has
Slide 7: Strategic Acquisition
Strategic Acquisition Enabling Rapid Commercialisation of VHD Graphite Supports Rapid Commercialisation For personal use only Exclusive acquisition of 100% rights Wide range of potential applications VHD Graphite represents cutting-edge innovation To a breakthrough process for producing Including De
Slide 8: Research and Development Team
Research and Development Team World Class Materials Scientist and Materials Engineers For personal use only Professor Professor Charles Sorrell Andrew Ruys Inventor of VHD Graphite (UNSW) Head of Research and Development ⃗ Professor, School of Materials Science & Engineering, University of New ⃗ Wor
Slide 9: Innovative Technologies and Competitive Advantages
Innovative Technologies and Competitive Advantages For personal use only 02
Slide 10: VHD Graphite's Properties
VHD Graphite’s Properties3 Superior Material Properties from a Simple Manufacturing Process For personal use only Thermal Conductivity Electrical Resistivity Bulk Density Degree of Anisotropy4 (for heat dissipation) (along the grain) (electrical resistivities) 617 2190 31.4 W/m.k 9.6 2050 kg/m³ µΩ·m
Slide 11: A Simple, Scalable & Fast Manufacturing Process
A Simple, Scalable & Fast Manufacturing Process Whilst Reducing Waste and Emissions5 For personal use only Efficient to Produce Can Be Produced In 24-36 Hours Of any block graphite material - ideal for heat management applications. Significantly Lower Graphitisation Temperature For Production Of 1,5
Slide 12: Thermal Management Applications
Thermal Management Applications Immediate Opportunities For personal use only Significant Growth Evolution Thermal Management Opportunities exist in areas As devices become smaller, they consume more Effectively moving heat away from critical like AI, Data Centres, power and generate more heat, nece
Slide 13: Focused R&D to Leverage Product Expansion and to Power Growth
Focused R&D to Leverage Product Expansion and to Power Growth For personal use only GCM Intends To Become A Leading Supplier Of Graphite Products Across Defense, Aerospace and Nuclear GCM will produce samples, initiate engagement with strategic customers, and conduct product New Energy Source Decarb
Slide 14: Immediate and Scalable Market Opportunities
Immediate and Scalable Market Opportunities Global Demand across Rapidly Growing Markets For personal use only Market Size 2023 2030 2023 2030 2023 2030 2023 2030 $USD $2.1B $3.9B6 $51.6B $72.5B7 $681B $2.1T8 $5.9B9 $35B10 GCM VHD Batteries Bulk Advanced Electronics Emerging Technology Industrial In
Slide 15: Grant Funding Opportunities
Grant Funding Opportunities Opportunities Identified and Discussions Commenced For personal use only VHD Technology Produces An Graphite Is Recognised Universally As Extremely Versatile Material A Critical Mineral Opportunity to accelerate the commercialisation Universally used in products in demand
Slide 16: Roadmap and Commercial Strategy
Roadmap and Commercial Strategy For personal use only 03
Slide 17: Near Term Milestones
Near Term Milestones To Support Commercialisation and Transition to Revenue For personal use only Professor Andrew Ruys Personnel Non-Dilutive Funding appointed. Appoint a Head of Research and Development Progress grant funding applications to provide to lead R&D activities. off-balance sheet fundin
Slide 18: Fast Track to Commercialisation
Fast Track to Commercialisation11 FY Q1 2025 FY Q2 2025 FY Q3 2025 FY Q4 2025 FY Q1 2026 For personal use only Engagement of Head of Research and Development Secure Industrial Facility, Pilot Plant Fit-Out and Commissioning Validate Laboratory Scale Sample Production and Properties Production of cus
Slide 19: Introducing Single Crystal Mullite Fibre
Introducing Single Crystal Mullite Fibre For personal use only 04
Slide 20: Single Crystal Mullite Fibres
Single Crystal Mullite Fibres Regarded as the “holy grail” of composite reinforcement materials, offers exceptional properties For personal use only High-Temperature Stability A Vital Material Preserves structural integrity at elevated temperatures, For reinforcing metal matrix composites critical f
Slide 21: Market Potential and Size
Market Potential and Size12 For personal use only MMC Growth Delivering Advantages Pricing The global metal matrix composites (MMC) is experiencing steady growth, This growth reflects The pricing of these driven by rising demand across key the increasing demand advanced fibres depends industries suc
Slide 22: Single-Crystal Mullite Fibres Work Program Overview
Single-Crystal Mullite Fibres Work Program Overview For personal use only GCM is initiating a comprehensive work program to advance single-crystal mullite fibre technology, based on prior research recommendations 01 03 02 04 Optimisation of Pilot Plant Development Fibre Production Designing a pilot
Slide 23: Unlocking the Potential of Single-Crystal Mullite Fibres
Unlocking the Potential of Single-Crystal Mullite Fibres For personal use only Not Yet Commercially Available Single-crystal offering Despite its remarkable attributes. Previously, the only commercially produced single-crystal fibre was alumina, developed by unparalleled properties: Sapphicon in the
Slide 24: Advancements in Single-Crystal Mullite Fibre Development
Advancements in Single-Crystal Mullite Fibre Development For personal use only Template-Grown Fibre Fibre Coarsening Fibre Length Proof-of-Concept Potential Achievement Demonstrates the feasibility of Conversion from thin whiskers to thicker Fibres with a maximum length of ≤35 μm fabricating paralle
Slide 25: Corporate Overview
For personal use only Corporate Overview 05
Slide 26: Corporate Snapshot
Corporate Snapshot Board of Directors For personal use only Commitment to Growth With a robust leadership team and solid financials, we are Charles Thomas well-positioned to advance our strategic initiatives and Non-Executive Chairman deliver value to our shareholders. Christopher Zielinski Non-Exec
Slide 27: Comparable ASX Listed Companies
Comparable ASX Listed Companies13 Market Cap Comparison14 Company ASX Code Market Cap14 Stage A$M For personal use only Silex Systems Limited SLX $1.49Bn Production 1,600 Market Cap (A$M) 1,400 Alpha HPA Limited A4N $1.12Bn Production 1,200 Zeotech Limited ZEO $92.69M Production 1,000 800 IperionX L
Slide 28: Thank you
ASX:GCM For personal use only Thank you Corporate Office 349 Hay Street Subiaco WA 6008 T +61 (08) 9388 0051 E enquiry@gcminerals.com.au gcminerals.com.au
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