Group 6 Metals Limited · ASX:G6M
Group 6 Metals — Ord Minnett East Coast Mining Conference 2023
22 slides from Group 6 Metals's conference presentation, Mar 23, 2023
Slide 1: The Dolphin Tungsten Mine
THE DOLPHIN For personal use only TUNGSTEN MINE The Dolphin Tungsten Mine | Investor Presentation (ASX: G6M)
Slide 2: Investor Presentation - Ord Minnett East Coast Mining Conference
For personal use only INVESTOR PRESENTATION ORD Minnett East Coast Mining Conference MARCH 2023 The Dolphin Tungsten Mine | Investor Presentation
Slide 3: Key Highlights
Key Highlights– Group 6 Metals For personal use only 1 Near-complete construction – new processing plant producing high-quality product, with first concentrate on target for Q2 2023 2 14-year mine life – with significant resource upside at Bold Head and surrounding exploration lease Critical mineral
Slide 4: Restart of Australia's biggest tungsten mine
Restart of Australia's biggest tungsten mine Developing the highest grade tungsten mine outside or For personal use only Dolphin Tungsten Mine China with a 14 year mine life at Dolphin Located near the town of Grassy, on the south east coast of King Island, it was first operated in 1917 and clos
Slide 5: Milestones & Near Term Outlook
Milestones & Near Term Outlook For personal use only Timeline 2021 2022 2023 1H2021 Sep/Oct 2021 Nov 2021 May 2022 March 2023 April 2023 Secured Tasmanian Secured A$31m in Processing plant Processing plant Commencement of First concentrate Government loan for equity funding and construction contract
Slide 6: ESG Commitment
ESG Commitment – Group 6 Metals For personal use only Group 6 Metals is committed to redeveloping the Dolphin Tungsten Mine in a responsible and sustainable manner, preserving the environment while also generating jobs, growth and economic returns through the commencement of mining from this asset P
Slide 7: Corporate Overview
Corporate Overview – Group 6 Metals For personal use only 6-Month Share Price and Volume A$0.17 764.8M Share Price Shares on Issue 28/02/23 A$7.9M A$12.1M Undrawn Debt Facilities Cash At 31 December 2022 At 31 December 2022 A$130.0M A$47.8M Market Cap Debt (@ $0.17) The Dolphin Tungsten Mine | Inves
Slide 8: Top Shareholders
Top 15 Shareholders – Group 6 Metals 1. Chris Ellis – Executive Director 13.68% For personal use only Shareholding 2. Richard & Gwenda Chadwick 13.19% 13.68% 3. D.A.CH.S. Capital AG 9.37% 4. Elphinstone Holdings Pty Ltd 3.42% 13.19% 5. Anthony James Haggarty 2.42% 64.34% 6. Catherine Morritt 1.54% 9
Slide 9: Board of Directors and Key Management
Board of Directors and Key Management – Group 6 Metals For personal use only Johann Jacobs Chris Ellis Greg Hancock Keith McKnight Chairman Executive Director Non-Executive Director Managing Director & CEO Johann has held a number of executive Chris has over 40 years’ experience in the Greg is Manag
Slide 10: Location and Existing Infrastructure
Location and Existing Infrastructure – Group 6 Metals Strategic location with access to key tungsten markets For personal use only King Island The Dolphin G6M owns an The Port of Grassy Purchase of Ballarat Tungsten Mine is adjacent property accommodates Clarendon College located near the (Portside
Slide 11: Dolphin Mine Reserves and Resources
Dolphin Mine Reserves and Resources – Group 6 Metals Long mine life with significant exploration upside For personal use only Open-cut Dolphin is the first ore Resource body, with significant potential to extend mine life on underexplored land located on the current mining Dolphin – 9.6M tonnes @ 0.
Slide 12: A World-Class Quality Deposit
A World-Class Quality Deposit For personal use only Peer Tungsten Reserves 500 Sisson Project (TSX:NCF) 400 300 Hemerdon (LSE:TUN) Nui Phao Reserves (Mt) 200 Valreixal Mt Carbide (ASX:EQR) Barruecopardo Sandong (ASX:AII) La Parilla 100 Mittersill Dolphin Tungsten Mine is a 0 world class quality depo
Slide 13: Low Risk Mining Restart
Low Risk Mining Restart – Group 6 Metals First concentrate on track for Q2 2023 For personal use only • Developed open cut pit with access to first ore on commencement of mining Mining lease valid to 2029 and extendable • Owner operated truck and shovel mining fleet, Environmental approval granted w
Slide 14: Proven and Optimised Process Flowsheet
Proven and Optimised Process Flowsheet – Group 6 Metals Higher recovery, lower cost and low risk For personal use only Historically proven and simple gravity separation for coarse ore separation 60t/hr ore feed rate to produce 2,750t pa WO3. Additional Spare capacity of 15-20% available Optimi
Slide 15: Process Plant – Dolphin Tungsten Mine
Process Plant – Dolphin Tungsten Mine For personal use only Fine ore stacker, fine ore bin and tertiary crushing & screening circuit Concentrate dressing, drying and bagging area. The Dolphin Tungsten Mine | Investor Presentation
Slide 16: Offtake Agreements
Offtake Agreements – Group 6 Metals Higher recovery, lower cost and low risk For personal use only Wolfram Bergbau und Hütten AG – a world leading supplier of tungsten powders and a subsidiary of the US$23 bn market cap $264M Sandvik Group (STO: SAND) – 35,000 mtu of WO3 per annum for 4 years Tr
Slide 17: Tungsten: A Critical Industrial Metal
Tungsten: A Critical Industrial Metal An element of great economic importance For personal use only Tungsten is ranked by the British Geological Surveys, various US Departments, the European Commission, Japan, Russia and Australia as a 'critical' mineral: - Due to its economic importance - Supply
Slide 18: Supply and Demand For Tungsten
Supply and Demand For Tungsten – Group 6 Metals Growing demand and list of new industrial applications For personal use only Mining and Construction – Primarily used in drill bits, hammers and tunnel-boring Tungsten End-Use (2021) and Key Market Trends 1 machines, mining and construction was the mos
Slide 19: Tungsten Price History
Tungsten – Group 6 Metals Price history For personal use only Ammonium paratungstate (or APT) is a white crystalline material and is described as the most APT PRICE PER MTU (EU LOW) important raw material for all other tungsten products FEB 2018 – FEB 2023 550.00 Tungsten concentrate pricing is
Slide 20: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Group 6 Metals Limited (“G6M”) as a summary of its Dolphin – “Exploration Drilling Results May 2018” released 17 May 2018 Project. It is for general information purposes only. This presentation is not and should not be – “Update
Slide 21: For personal use only
For personal use only JOHANN JACOBS KEITH MCKNIGHT CHAIRMAN MANAGING DIRECTOR & CEO +61 (0) 416 125 449 +61 (0) 410 635 251 johannj@g6m.com.au keithm@g6m.com.au @Group6Metals www.g6m.com.au The Dolphin Tungsten Mine | Investor Presentation
Slide 22: For personal use only
For personal use only
Group 6 Metals — Ord Minnett East Coast Mining Conference 2023 on 6ix