Gcm Corp., Ltd. · ASX:GCM
Gcm — Green Critical Minerals — Investor Presentation (March 2023)
19 slides from Gcm's investor presentation, Mar 21, 2023
Slide 1: Building an Australian Mine to Market Graphite Business
For personal use only Building an Australian Mine to Market Graphite Business www.gcminerals.com.au 1
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 For personal use only information is provided in summary form and does not purport to
Slide 3: Investment Highlights
Investment Highlights For personal use only Tier 1 Location Flake Size High Purity Critical Mineral McIntosh - 3rd Largest A good mix of fine and Easily Purified to Nationally Strategic Graphite Resource in coarse flake Nuclear Grade Purity Critical Mineral Project Australia 99.999% C Allows diversi
Slide 4: Corporate Overview
Corporate Overview Management 7% Remaining 36% For personal use only 30% GCM Vendor Ownership GREEN CRITICAL MINERALS LTD (GCM) SHARE PRICE MOVEMENT 27% Top 20 (Excl Vendor & Management) Shares on Issue 971,478,629 Escrowed Shares (Nov 2023) 25% CML CHART Top 20 Shareholding 60% Market Cap (@0.012)
Slide 5: Board and Management Team
Board and Management Team For personal use only GCM Board Members GCM Management Graphite Advisory Team Team Dr Leon Pretorius - Geochemist Mark Lynch-Staunton – Geologist Oliver Peters - Metallurgical Executive Chairman Chief Executive Office Metallurgist with over 23 years of mineral processing ex
Slide 6: Graphite: The new Strategic Mineral
Graphite The new Strategic Mineral For personal use only • China controls 70-80% of world graphite supply and western alternative sources are needed • China makes almost 100% of the graphite anode material for lithium-ion batteries/EVs • Both the EU and USA have named graphite a supply critical mine
Slide 7: Graphite is the largest component in a Lithium-Ion Battery
Graphite is the largest component in a Lithium-Ion For personal use only Battery and requires the largest production increase of any battery mineral 8.9 kg Lithium 48% GRAPHITE ASX:GCM 7
Slide 8: Natural vs Synthetic Carbon Footprint
Natural vs Synthetic For personal use only Carbon Footprint Synthetic Graphite Natural Graphite High costs and large CO2 footprint of synthetic graphite is shifting demand towards natural graphite 1-2kg of CO2 4.9kg of CO2 Per kg of Graphite Per kg of Graphite ASX:GCM 8
Slide 9: McIntosh Project Location
McIntosh Project Location ✓ Tier 1 Location – Western Australia For personal use only ✓ Sealed Roads - 12km to Great North Highway ✓ Proximity to Clean Energy - Ord River Hydropower ✓ Proximity to Port - 280km to Deep Water Port of Wyndham Location Benefits ✓ Attractive mining jurisdiction - Ranked
Slide 10: The McIntosh Project
The McIntosh Project ✓ GCM has the right to earn 80% of the Graphite rights of the For personal use only 3rd Largest Graphite Resource in Australia with 23.8mt @ 4.5%TGC for 1.1Mt Contained Graphite* ✓ One of Australia's Most Advanced Graphite Projects With Over $14million spent on Drilling and Meta
Slide 11: Emperor Deposit
Emperor Deposit ➢ Emperor comprises ~67% of the McIntosh resource For personal use only ➢ 76% of Emperor Mineral Resource is in Indicated category ➢ Metallurgical test work produced 97% TGC concentrate by simple flotation ➢ Ample core available for further metallurgical test work – future testwork n
Slide 12: Ultrahigh Purity Advantages
Ultrahigh Purity Advantages For personal use only ➢ Preliminary test work suggests Mcintosh Flake is easily Purified to 5N (99.999% C) Nuclear Grade Purity via Thermal Purification* ➢ Impurities occur on the flake surface, as opposed to being Impurities Circled trapped in the flake ➢ Making it amena
Slide 13: Battery Anode Test Work
Battery Anode Test Work Battery Anode Test Work Results Excellent First Pass Electrochemical Results From McIntosh Concentrate Material McIntosh Reference Parameter Tested Units Concentrate Material For personal use only ✓ Significant amount of battery anode test work completed to Yield % 58 c.55 ✓
Slide 14: Resource Expansion
Resource Expansion ✓ Geophysics indicates significant upside For personal use only ✓ 67Mt – 101Mt Exploration Target with 2-5% TGC grade Range*, not including current resource ✓ Marlin and Marlin West high priority targets ✓ At Marlin West extensive graphite outcrops up to 21m wide occur intermitten
Slide 15: Clear Business Strategy
Clear Business Strategy Updated PFS - Key Opportunities Identified Downstream Value-Add Scoping Study For personal use only ✓ Updated PFS will have a key focus on coarse flake size preservation in the ✓ Diversified Downstream strategy. flow sheet in order maximize returns from higher value coarse fl
Slide 16: For personal use only
Easily Purified Flake Leads to Tier 1 Mining Jurisdiction Lower costs and (Western Australia) Environmental Impacts For personal use only Targeting Low Carbon Targeting a Low Carbon, Upstream PFS Targeting Q2 2024 Footprint Operation Green Mine to Market Process completion Established Resource with
Slide 17: Contact Us
Contact Us For personal use only info@gcminerals.com.au www.gcminerals.com.au 349 Hay Street, Subiaco ASX:GCM 17
Slide 18: Appendix
For personal use only Appendix ASX:GCM www.gcminerals.com.au 18
Slide 19: Exploration Target Table and Mineral Resource Table
Exploration Target Table Mineral Resource Table Tonnage Range (Million Tonnes) Grade Range (% TGC) Prospect Minimum Maximum Minimum Maximum For personal use only Emperor 2.4 3.6 3.6 5.4 Wahoo 1.2 1.8 3.6 5.4 Barracuda 1.2 1.8 3.6 5.4 Cobia 6.6 9.8 2.8 4.2 Marlin 26.0 39.0 2.4 3.6 Marlin West 5.6 8.4
Green Critical Minerals — Investor Presentation (March 2023) on 6ix