Trek Metals Ltd · ASX:TKM
Trek Metals — Resources Rising Stars Investor Presentation 2023
22 slides from Trek Metals's conference presentation, Nov 13, 2023
Slide 1: Christmas has come early
Christmas has For personal use only come early Leveraging a global major’s push into (and exit from) a frontier location RESOURCE RISING STARS - INVESTOR PRESENTATION 14 & 16 NOVEMBER 2023
Slide 2: What drives exploration success?
What drives exploration success? The right mix of the right people and the right projects. ACCESS ABILITY ACTION For personal use only Access to a strong pipeline of Board, Management and Staff with the Action-orientated projects and capital right skills and proven capabilities Trek is obsessed with
Slide 3: Access
For personal use only Access Diversified portfolio primed for exploration success
Slide 4: Diversified and scalable project portfolio
ACCESS Diversified and scalable project portfolio with the right commodities in the right jurisdictions Christmas Creek For personal use only Gold (Au) & Rare Earths McEwen Hills Niobium (Nb) Hendeka Christmas Creek Project Manganese (Mn) Hendeka Mn Tambourah Tambourah Project Project McEwen Hills P
Slide 5: Christmas Creek
Christmas Creek A rare opportunity to leverage off the world's largest gold mining company Access • Western Australia, a pro-mining jurisdiction • Well located on pastoral leases adjacent to For personal use only the Tanami Rd & Great Northern Highway • Heritage agreements cover the entire tenement
Slide 6: What does $6m worth of exploration get you?
For personal use only What does $6m worth of exploration get you? Data! Lots of high-quality data!
Slide 7: Christmas Creek: Newmont generated multiple targets
Christmas Creek Newmont generated multiple targets utilizing “Deep Sensing Geochemistry” aka DSG soils Shallow Cover • Lack of outcrop = low historic exploration • Low-level geochemistry allows detection For personal use only through transported cover • Flat = ease of access High Quality Data • High
Slide 8: Christmas Creek: Multiple gold-bearing structures proven in drilling
Christmas Creek Multiple gold-bearing structures proven in drilling Drill Tested Targets • Coogan For personal use only • Martin • Zahn Bedrock Mineralisation • Orogenic gold • Intrusion related gold • Base metals Unconstrained • Willis yet to be drill tested • Mineralisation at other targets remain
Slide 9: Christmas Creek: Multiple gold-bearing structures proven in drilling
Christmas Creek Multiple gold-bearing structures proven in drilling High-Grade Intercepts • 7m @ 4.9g/t Au Martin Prospect • 2m @ 9.65g/t Au For personal use only • 4m @ 1.46g/t Au • 4m @ 1.22g/t Au & • 3m @ 2.03g/t Au Large Footprint • 3 x 4 km • First pass air core @ 250-500m lines • Anomalous AC
Slide 10: Christmas Creek: Multi-commodity opportunity
Christmas Creek Multi-commodity opportunity Rare Earths • Cummins Range REE Deposit located 2km east of Project For personal use only • REE potential identified in soil data • Anomalous radiometrics Nickel-Copper-PGE • Two known Deposits (Savannah/Sally Malay & Panton Sill) • IGO undertaking extensi
Slide 11: McEwen Hills: Future-focused strategic holding
McEwen Hills Future-focused strategic holding Access • West Arunta Critical Minerals Province • Tenement application ELA 33191 For personal use only • Northern Territory incentivising exploration activities in the area Scale • WA1 Luni Nb Discovery potentially world class in terms of size and grade
Slide 12: McEwen Hills: Proven scale along strike
McEwen Hills Proven scale along strike WA1 greenfields discovery under shallow cover For personal use only Sustained market cap >AUD$200M since discovery (now >AUD$400M) Deposit footprint >1 x 1km Majority of high-grade material forms a sub-horizontal blanket from ~50m depth Source: WA1 ASX Announce
Slide 13: Hendeka: A Pilbara battery metal asset
Hendeka A Pilbara battery metal asset with a huge upside Access • Pilbara region of Western Australia For personal use only • Infrastructure rich global mining centre • Historic haul road to Woodie Woodie Scale • Large 546 km² of tenure • Proximal to prolific Woodie Woodie Manganese (Mn) Mine • Hydr
Slide 14: Hendeka: A Pilbara battery metal asset
Hendeka A Pilbara battery metal asset with a huge upside Inferred Resource 11Mt @ 15% Mn For personal use only Upgradeable through beneficiation and potential to produce HPMSM for the lithium-ion battery market Exploration upside across 546 km² Table 1: JORC Inferred Resource utilising a 10.1% Mn cu
Slide 15: Tambourah: Large tenement holding with LCT pegmatite system
Tambourah Large tenement holding with a significant LCT pegmatite system Access For personal use only • Pilbara region of Western Australia • Infrastructure rich global mining powerhouse • Numerous world class Lithium deposits in region Scale • Lions share of the West Shaw Greenstone Belt • Large 12
Slide 16: Tambourah: Maiden drilling warranted but results disappointed
Tambourah Large tenement holding with a significant LCT pegmatite system For personal use only Maiden drilling warranted but results disappointed Additional analysis in progress Structural (demagnetized) target zones of interest moving forward
Slide 17: Action
For personal use only Action Nimble, action-orientated, discovery focused.
Slide 18: Action: 2023-2024 exploration plans
ACTION 2023 2024 Two great opportunities secured For personal use only Tambourah (Li) Christmas Creek (Au & REE) Hendeka (Mn) Christmas Creek (Au & REE) First pass & extensional drilling at Target generation & heritage Regional drill target testing known targets surveying Project secured Extend & in
Slide 19: Ability
For personal use only Ability The right people, in the right roles, doing the right thing.
Slide 20: Strong Board and balance sheet
ABILITY Strong Board and balance sheet Board & Management Capital Structure 10% ASX Code TKM.ASX For personal use only Share Price (31st October 2023) $0.05 Shares on issue 497.6m Market Cap. $24.8m Cash and cash equivalents (30th September 2023) $7.2m Enterprise Value $17.6m Top 100 Holders Board o
Slide 21: Thank you
Thank you For personal use only For more information, please reach out Derek Marshall Chief Executive Officer dmarshall@trekmetals.com.au Trek Metals Limited ARBN 124 462 826
Slide 22: Disclaimer
Disclaimer This presentation prepared by Trek Metals Limited (“Company”) does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any information prov
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