Neometals Ltd · ASX:NMT
Neometals — Diggers & Dealers Mining Forum 2024
23 slides from Neometals's conference presentation, Aug 7, 2024
Slide 1: Urban Mining
For personal use only Urban Mining Diggers & Dealers Mining Forum | 7 August 2024 Authorised for release by Christopher Reed, Managing Director of Neometals ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 2: Disclaimer
Disclaimer Corporate Summary information: Financial data: This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to provide All figures in this document are in Australian dollars (AUD) unless stated otherwise. summary information about the Company and its associated entities
Slide 3: Who We Are – From Hard Rock to Urban Miners
Who We Are – From Hard Rock to Urban Miners Corporate For personal use only Comet Vale | 2005 - 2010 Au Meekatharra | 2011 - 2013 Au Recycling | 2016 Li+ Mt Marion | 2009 - 2019 Li ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 3 neometals.com.au
Slide 4: Why? Growing, High-Grade Orebody, No Mining Costs
Why? Growing, High-Grade Orebody, No Mining Costs Corporate For personal use only Source (Clock-wise): [1]: International Energy Agency, Note: *Estimated; [2]: Source: NMT Management; [3]: Primobius July 2023 ECS (operating cost and production), Consensus Economics (nickel/cobalt price), Benchmark (
Slide 5: Focus (What We Do)
Focus (What We Do) Commercialising our portfolio of sustainable process technologies to Corporate recycle and recover critical materials from high-value waste streams Enable Circular Ensure future • Flagship Recycling Plant Building JV is For personal use only Supply Chain Social licence & Regulator
Slide 6: Building world-class Lithium-ion Battery (LiB) Recycling Plants
For personal use only Building world-class Lithium-ion Battery (LiB) Recycling Plants ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 7: Our TAM is the Fastest Growing, High-Value Waste Stream
Our TAM is the Fastest Growing, High-Value Waste Stream Opportunity Insert Header move • Regulatory Info Here to mandatory recycling driven by security of supply and environmental sustainability • Demand for recycling by EV and battery OEM’s -25% CAGR driven by production scrap, warranty returns and
Slide 8: NMT Developed, Highly Efficient, Patented Hydromet Process
NMT Developed, Highly Efficient, Patented Hydromet Process Opportunity Patented, environmentally-friendly process delivers long-term, sustainable competitive advantages Solution For personal use only Business Model HUB* Commercial *ACN 630 has 5 granted national phase patents and 12 pending Future A
Slide 9: Partnered with a World-class Plant Builder
Partnered with a World-class Plant Builder Opportunity Synergistic joint venture leveraging complimentary skills and experience to deliver best-in-class recycling solutions Solution Recycling & hydrometallurgical Globally renowned plant builder • Specialized plant construction For personal use only
Slide 10: Unique Business Model to Maximise Market Penetration
Unique Business Model to Maximise Market Penetration Opportunity • Plant Supply and Technology Licensing is our preferred model • Capital light, low-risk, up-front plant supply margin • Recurrent royalty revenues from end-product value recovered over expected plant life Solution For personal use onl
Slide 11: Indicative LiB Recycling Plant Cost
Indicative LiB Recycling Plant Cost Opportunity Engineering Cost Study, ± 25% Accuracy, August 2023 – 21,000tpa Integrated LiB Recycling Plant Location Spoke Capital Cost Breakdown (1) Hub Capital Cost Breakdown Solution Project contingency Project contingency 17% 10% Infrastructure & Infrastructure
Slide 12: Tailored to Satisfy Wants and Needs
Tailored to Satisfy Wants and Needs Opportunity • Delivering flexible business models to meet customers wants • Certainty to deliver solutions to customers economic, regulatory and social needs Wants Needs Solution A 1 For personal use only LiB Disposal Facility Hilchenbach, Licence to Principal Ger
Slide 13: Solves Regulatory Obligations to Recycle
1 Licence to Solves Regulatory Obligations to Recycle Opportunity Operate Insert Header Info Here • Two Key Regulations – EU Battery Regulations (Recycling is mandatory) and CRMA • Recycling recovery rates mandated & new cells will require recycled content Solution For personal use only Key Measures
Slide 14: Lowers EV Makers LiB Cost and EV Carbon Footprint
2 Low Cost Lowers EV Makers LiB Cost and EV Carbon Footprint 3 Opportunity Low Carbon • We enable customers to recover/regenerate own battery materials – creates resilient, circular supply chains • We deliver a long-term, sustainable competitive advantage over purchasing on market Solution For perso
Slide 15: Mercedes-Benz: Industrial Validation
Mercedes-Benz: Industrial Validation Opportunity Potential long-life relationship with marquee OEM Partnership Solution Cooperation agreement with Mercedes-Benz For personal use only • Suppling MB -2,500tpa Integrated Recycling Plant • Pilot Plant supplied EPC basis, royalty-free • Long-term (5yr) R
Slide 16: Commercial Pipeline
Commercial Pipeline Opportunity First planned 21,000tpa plant supply and licence into Pipeline of MOU’s & Technology licencees the North American Market for end-of-life EV’s Solution Japan Thailand in North America For personal use only • Exclusively licensed to Stelco for end-of-life LiB’s in North
Slide 17: Disciplined Product Development Plan
Disciplined Product Development Plan* Opportunity Operational In Progress Targeted Growth Plan Scale Up Opportunity Solution For personal use only 200,000tpa Business Model 21,000tpa Commercial 2,500tpa 250tpa Future ASX: NMT*Subject NMT | AIM:to | OTCQX: NMTAY | DEU: 9R9 Primobius and Stelco Board
Slide 18: Summary
For personal use only Summary ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 18 neometals.com.au
Slide 19: Corporate Dashboard
Corporate Dashboard Summary ASX: NMT OTC: RDRUY “The collapse in battery materials prices over the last 2 years has been painful, Shares on Issue (1) m 623.2 particularly with our strong lithium price correlation (0.9). However, the strong Share Price A$ 0.075 fundamentals of the EV transition – che
Slide 20: Strong Team and Culture
Strong Team and Culture Experienced executives backed by a board of skilled specialists Summary Board of Directors Steven Cole Chris Reed Dr. Jennifer Purdie Doug Ritchie Les Guthrie Independent Managing Director / Executive Director / Independent Independent Chairman CEO COO Non-Executive Director
Slide 21: Neometals' Unique Value Proposition
Neometals’ Unique Value Proposition Neometals is at the forefront of the low carbon production of critical materials via recycling and recovery from waste Summary Clear Strategy – To focus on providing sustainable processing technologies for producing critical materials, into a vast growing TAM driv
Slide 22: Thank you
For personal use only Thank you neometals.com.au ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 23: Commodity Forecast Prices from Benchmark Mineral Intelligence 2024
Appendix Commodity Forecast Prices from Benchmark Mineral Intelligence 2024 Appendix 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Lithium Price (US$ / t, real) 16,525 16,475 18,500 21,500 25,000 39,000 37,500 33,500 30,000 28,980 For personal use only Nickel Price (US$ / t, real) 16,945 17,421