Critical Minerals Group Ltd. · ASX:CMG
Critical Minerals — Critical Minerals & Energy Investment Conference (March 2024)
33 slides from Critical Minerals's conference presentation, Mar 4, 2024
Slide 1: Presentation to the Critical Minerals & Energy Investment Conference
For personal use only Presentation to the Critical Minerals & Energy Investment Conference Presenter: Scott Winter, Managing Director 4 March 2024 ASX:CMG
Slide 2: Important Information
Important Information Critical Minerals Group Limited ACN 652 994 726 (CMG or the company) is the issuer of this presentation. For personal use only Securities Disclaimer This presentation is for informational purposes only and does not constitute an offer to sell, or solicit to purchase, any securi
Slide 3: Important Information
Important Information To achieve the range of outcomes indicated in the Scoping Study, additional funding will be required. The company has a supportive shareholder base and has successfully raised capital to progress the project in the past. However, investors For personal use only should note that
Slide 4: About CMG
About CMG For personal use only Purpose Vision To support global communities To be a leading high-quality through an energy transition manufacturer of vanadium that will deliver a more battery products for the energy sustainable and responsible storage market and deliver future. responsible and robu
Slide 5: Critical Minerals Group Process
About CMG For personal use only Critical Minerals Group Process MINING SCRUBBING SCREENING FLOTATION ROASTING LEACHING SOLVENT EXTRACTION AMMONIUM METAVANADATE PRECIPITATION DEAMMONIATION VANADIUM PENTOXIDE VANADIUM ELECTROLYTE 5
Slide 6: End to End Vanadium Redox Flow Battery Process
About CMG For personal use only Critical Minerals Group Process Battery Manufacture Process End to End Vanadium Redox Flow Battery Process 6
Slide 7: Renewable intermittent unstable energy needs battery storage to stabilise
Renewable intermittent unstable energy that needs Battery storage to stabilise For personal use only 7
Slide 8: Battery Storage potential
Renewable intermittent unstable energy that needs Battery storage to stabilise For personal use only Battery Storage potential 8
Slide 9: Annual Installed VRFB Deployment and Revenue by Region
Annual Installed VRFB Utility-Scale and Commercial and Industrial Deployment Revenue by Region For personal use only
Slide 10: Government investment in the Path to Net Zero 2050
Government investment in the Path to Net Zero 2050 CMG is seeking to leverage the significant grants and incentives put in place to develop domestic production of vanadium, For personal use only particularly for use in Vanadium Batteries as a grid-scale energy solution CopperString 2032 Transmission
Slide 11: Global Vanadium Reserves
Global Vanadium Reserves Russia 19.6% For personal use only Est. Global Vanadium Metal China Reserves 63m 37.2% tons South Africa Australia 13.7% 28.9% Source: U.S. Geological Survey, mineral commodity summaries. January 2022 11
Slide 12: Local Vanadium Deposits
Local Vanadium Deposits For personal use only China Australia Russia South Africa 37.2% 28.9% 19.6% 13.7% Queensland 48.9%* • With 28.9% of total global Vanadium contained in Australia, Queensland holds 48.9%* of the total Australian deposit • Queensland has a vast and economic source of vanadium an
Slide 13: Successful Scoping Study Nov 2023
Successful Scoping Study 9 Nov 2023 For personal use only Harnessing High-Grade, Low Strip Ratio, Long-Life Vanadium Assets to assist in Queensland’s commitment to a Sustainable Future Townsville Julia Creek Queensland Brisbane Refer ASX Release – “Revised Release of Scoping Study Results” - 9 Novem
Slide 14: The Lindfield Vanadium Project Highlights
The Lindfield Vanadium Project Highlights Vanadium and High-Purity Alumina (HPA) For personal use only Positive Vanadium Electrolyte for Large Scale Resource1 Scoping Study2 Batteries Lindfield Resources of 363 Mt @0.43% V2O5, includes Indicated Resource of 104 Vanadium Project has both the practica
Slide 15: Lindfield Vanadium Project in numbers
Lindfield Vanadium Project in numbers For personal use only 4 Million Tonnes $400m Capital Cost $510m NPV The Project has the practical and financial Estimated direct capital costs (excluding indirect Assuming USD$9.50 / lb 98.5% V₂O₅, attributes to potentially develop a costs, EPCM, owners’ costs a
Slide 16: 62MWh Vanadium Battery
For personal use only 62MWh Vanadium Battery 8,600 West End Homes ~250,000 ~6,800 tonnes 620 tonnes Vanadium V2O5 tonnes pentoxide ore electrolyte Brisbane 16
Slide 17: Vanadium Batteries – Proven technology powering cities
Vanadium Batteries – Proven technology powering cities For personal use only Why are they favoured? 17
Slide 18: Vanadium Batteries – Proven technology powering cities
Vanadium Batteries – Proven technology powering cities For personal use only Why are they favoured? Safe and non-flammable 18
Slide 19: Vanadium Batteries – Proven technology powering cities
Vanadium Batteries – Proven technology powering cities For personal use only Why are they favoured? Safe and non-flammable Vanadium electrolyte is 100% recyclable and reusable 19
Slide 20: Vanadium Batteries – Proven technology powering cities
Vanadium Batteries – Proven technology powering cities For personal use only Why are they favoured? Safe and non-flammable Vanadium electrolyte is 100% recyclable and reusable 30 year plus lifespan with complete discharge and minimal deterioration 20
Slide 21: Vanadium Batteries – Proven technology powering cities
Vanadium Batteries – Proven technology powering cities For personal use only Why are they favoured? Safe and non-flammable Vanadium electrolyte is 100% recyclable and reusable 30 year plus lifespan with complete discharge and minimal deterioration Scale-able with unlimited capacity 21
Slide 22: Vanadium Batteries – Proven technology powering cities
Vanadium Batteries – Proven technology powering cities For personal use only Why are they favoured? Safe and non-flammable Vanadium electrolyte is 100% recyclable and reusable 30 year plus lifespan with complete discharge and minimal deterioration Scale-able with unlimited capacity Medium to long te
Slide 23: ESG Vision
ESG Vision Aiming to meet the growing demand For personal use only for minerals to achieve a Carbon Neutral Future. 23
Slide 24: ESG Focus
ESG Focus CMG Environmental, Social and Governance Policy is centred around four key principles For personal use only Ethics and Accountability 01 • Ethical values • Trust • Stakeholder Respect and Engagement 24
Slide 25: ESG Focus
ESG Focus CMG Environmental, Social and Governance Policy is centred around four key principles For personal use only Ethics and Accountability 01 02 Mineral Traceability • Ethical values • Supply Chain • Trust • Chain of Custody • Stakeholder Respect and Engagement 25
Slide 26: ESG Focus
ESG Focus CMG Environmental, Social and Governance Policy is centred around four key principles For personal use only Ethics and Accountability 01 02 Mineral Traceability • Ethical values • Supply Chain • Trust • Chain of Custody • Stakeholder Respect and Engagement 03 Community and People • Local c
Slide 27: ESG Focus
ESG Focus CMG Environmental, Social and Governance Policy is centred around four key principles For personal use only Ethics and Accountability 01 02 Mineral Traceability • Ethical values • Supply Chain • Trust • Chain of Custody • Stakeholder Respect and Engagement Environmental Management 03 04 Co
Slide 28: Milestones Achieved to Date
Milestones Achieved to Date In Advancing Towards Production For personal use only 2023 ✓ Commencement of metallurgical ✓ Complete initial metallurgical testwork testwork ✓ Complete scoping study ✓ Drilling – bulk sample collection Q1 Q3 Q2 Q4 ✓ Commencement of scoping study ✓ Pilot Plant preparatory
Slide 29: Strategic Direction: 2024 Targets
Strategic Milestones Direction Achieved to Date Strong In Advancing Developments Towards Going Production Forward For personal use only 2024 Targets Ø Vanadium Electrolyte manufacturing strategy Ø Commence Queensland Critical Minerals and Battery Technology Fund grant application Ø Completion of pre
Slide 30: Milestones Achieved to Date and Strategic Direction
Milestones Achieved to Date Strategic Direction In Advancing Towards Production Strong Developments Going Forward For personal use only 2023 2024 Targets Q1 ✓ Commencement of metallurgical testwork Ø Vanadium Electrolyte manufacturing strategy Ø Commence Queensland Critical Minerals and Battery Q2 ✓
Slide 31: Board of Directors & Executive Leadership Team
Board of Directors & Executive Leadership Team For personal use only Alan Broome. AM Scott Winter Art Malone Steve Kovac Stuart McClure Chairman Managing Director Non-Exec Director Non-Exec Director Non-Exec Director • Extensive Mining & Board experience • 30 years of experience working • Senior Ene
Slide 32: Investment Highlights
Investment Highlights For personal use only Solid Investor Group Government Support Significant Upside Significant institutional ownership and Federal and State governments supporting opportunity in the mid stream Vanadium tightly held register across founders and CMG and adjacent companies as key E
Slide 33: Get in touch
For personal use only Get in touch 33
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