Transition Metals Corp. · TSXV:XTM
Transition Metals — Investor Presentation (March 2020)
30 slides from Transition Metals's investor presentation, March 2020
Slide 1: Invest in Tomorrow, Today.
INVEST IN TOMORROW, TODAY. XTM – TSXV | Corporate Presentation Q1, 2020 INVEST IN TOMORROW, TODAY. XTM – TSXV 1
Slide 2: Forward-Looking Statements
FORWARD- LOOKING STATEMENTS Certain information contained in this presentation, includes information and statements which may contain words such as "could", "plans", "should", "anticipates", "expect", "believe", "will", and similar expressions and statements relating to matters that are not historic
Slide 3: A Project Generator Company Poised for Growth
A PROJECT GENERATOR COMPANY POISED FOR GROWTH Transition Metals Corp (XTM – TSX.V) specializes in converting new exploration ideas into Canadian discoveries. By acquiring and advancing multiple projects simultaneously, the Corporation maximizes shareholder exposure to discovery and capital gain. Equ
Slide 4: A Huge Opportunity in Exploration
A HUGE OPPORTUNITY IN EXPLORATION An undervalued stock, deep relationships with well funded partners, ongoing high demand for metals, over 20 projects and new discoveries on the horizon, an award-winning technical team with a proven track record, plus ownership in two companies set for a Public Tran
Slide 5: Financing History
FINANCING HISTORY POISED FOR $0.10 to $0.40 per Share GROWTH XTM Private Company Financings (Nov 2009 to Aug 2011) $2.46M @ $0.195 per share (weighted average) XTM Public Company Financings (Aug 2011 to Present) $6.80M @ $0.30 per share (weighted average) Total XTM Financings: $9.3M @ $0.27 Total Fi
Slide 6: Share Capital Structure
CAPITAL LOW SHARE DILUTION IN MAJOR INVESTMENTS STRUCTURE Share Capital Issued & Outstanding 46,730,544 Options 1,932,667 Warrants 46.5 M 2,880,000 Fully Diluted 51,543,211 INVEST IN TOMORROW, TODAY. XTM – TSXV 6
Slide 7: Poised for Growth: Market Cap and Value of Investments
POISED FOR GROWTH $0.24 As at February 26, 2020 $0.20 $8.7M Market Cap $0.09 Share Price 52-Week Range 40% CGM Ownership = $2.25 M + 30% SPC Ownership = $4.95 M + $8.6M Value of 8% Forum Energy Metals Ownership = $720K Investments + 0.4% YSS Corp = $42K + 1.7% Class 1 Nickel = $306K INVEST IN TOMORR
Slide 8: Real Value: XTM Valuation
XTM Valuation REAL VALUE cash 800,000 investments fmc 0.09 8,000,000 720,000 publicly traded As at February 26, 2020 yss 0.16 265,167 42,427 publicly traded cgm 0.15 15,000,000 2,250,000 Based on last financing spc 0.25 19,800,000 4,950,000 Based on RTO valuation Class 1 0.2 1,529,720 305,944 RTO Ne
Slide 9: Year Stock Performance
5 Year Stock Performance Sunday Lake News High Grade Au INVEST IN TOMORROW, TODAY. XTM – TSXV 9
Slide 10: 25+ Projects: Geographic Diversity
25+ GEOGRAPHIC DIVERSITY MEANS INCREASED POTENTIAL FOR DISCOVERY PROJECTS Pro-mining jurisdictions NUNAVUT • Easily Accessible • Excellent BC SK Infrastructure Cu • Secure Land Tenure ON V Au Ni Cu PGM Au Au Au Sn NB Au TRANSITION METALS Ni Co NFLD SPC METALS NS CANADIAN GOLD MINER INVEST IN TOMORRO
Slide 11: Commodity Allocation Diversity Mitigates Risk
COMMODITY ALLOCATION DIVERSITY MITIGATES RISK % W V Sn Au PGM Ni Cu Co Ø 50% Gold hedge 50% Ø Gold price forecasted to Ø Moderate exposure to rise energy metals Ø Base metals prices forecasted to rise INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV 11
Slide 12: Palladium Market
Palladium Market • 2019 worldwide supply of 10M oz (including recycling), demand of 11M oz • 1–1.5M oz deficit forecasted from 2019 to 2022 INVEST IN TOMORROW, TODAY. XTM – TSXV 12
Slide 13: PGM Leverage
PGM Leverage Property Interests ü 25% Free Carry on Sunday Lake ü 100% Saturday Night ü 100% in 5 Thunder Bay Grassroots Projects ü 100% Maude Lake PGM-Ni-Cu ü 100% Raglan Hills Equity & Royalty Interests ü 1.5M shares of Class 1 Nickel ($300K) ü 15.0M share of SPC Metals ($5M) ü 2.5% NSR royalty Du
Slide 14: Sunday Lake; Location
SUNDAY LAKE; Location SUNDAY LAKE Ø Commodity: PGM-Ni-Cu Ø Location: Thunder Bay, Ontario Ø Geology: MCR-related mafic- ultramafic Intrusion Ø Ownership: 25% carried interest Ø Status: Implats Operator Ø Stage: 1st drill program completed 61.00 m @ 2.20 g/t PGM 35.80 m @ 3.90 g/t PGM 41.20 m @ 5.51
Slide 15: Sunday Lake; Recent Drilling
SUNDAY LAKE; Recent Drilling Sunday Lake 2019 Drilling Hole # From (m) To (m) Length (m) Pt g/t Pd g/t Au g/t Cu wt% Ni wt% 3E g/t CuEq % SL-19-025 1013.00 1027.80 14.80 1.33 0.90 0.10 0.29 0.10 2.33 1.93 including 1020.00 1022.30 2.30 2.47 1.48 0.16 0.48 0.15 4.11 3.12 and 1026.20 1027.80 1.60 2.95
Slide 16: Sunday Lake; Cross Section
SUNDAY LAKE; Cross Section INVEST IN TOMORROW, TODAY. XTM – TSXV 16
Slide 17: Saturday Night; Location
Saturday Night; Location SATURDAY NIGHT Ø Commodity: PGM Ø Location: Thunder Bay, Ontario Ø Geology: MCR-related mafic- ultramafic Intrusion Ø Ownership: 100% Ø Status: Seeking Partner Ø Stage: Geophysics and 1 drill holed completed Identical to and along trend from Sunday Lake INVEST IN TOMORROW, T
Slide 18: Saturday Night: Sunday Lake Look-a-Like
Saturday Night: Sunday Lake Look-a-Like INVEST IN TOMORROW, TODAY. XTM – TSXV 18
Slide 19: Comparison: Saturday Night vs Sunday Lake
COMPARISON Saturday Night Sunday Lake Ownership 100% XTM 25% Carried Interest Age Proterozoic – MCR related. No date. Proterozoic – MCR related, 1103.5Ma. SATURDAY NIGHT PROJECT Size 800m by 500m (based on ground 1.25km by 1.75 km, 200-800m thick. magnetics, 225m thick. Geology Layered mafic to ultr
Slide 20: Maude Lake; Location
Maude Lake; Location § Located 160 km NE of Thunder Bay § 10 km north of the TransCanada Highway § Located in the Thunder Bay Mining District in the Pays Plat Lake Area and the Lower Aquasabon Area § Property ~14 km2 in size INVEST IN TOMORROW, TODAY. XTM – TSXV 20
Slide 21: Maude Lake; Geophysics
Maude Lake; Geophysics § Airborne Mag survey indicates potential for a large mafic intrusion to the south of known mineralization § Interpreted intrusion measures 1.5km by 5.0km of which the 1.5km by 1.5km up-dip section lies on the Maude Lake Property § No property wide modern ground based EM VL-1
Slide 22: Maude Lake; Results
Maude Lake; Results • 2001-2004: Novawest Resources – mapping, sampling, 11 drill holes for 1,502 m. Novawest geologists suggested that mineralization is associated with a pyroxenite that may have intruded the granites • Field sampling returned very high, high tenor Ni-Cu-Co values from the main sho
Slide 23: Maude Lake; Showing
Maude Lake; Showing INVEST IN TOMORROW, TODAY. XTM – TSXV 23
Slide 24: SPC Metals; Sudbury Mining Camp
SPC METALS; Sudbury Mining Camp 30% Owned West Graham Deposit § Ind: 8.55Mt @ 0.45% Ni, 0.31% Cu § Inf: 2.0Mt @ 0.38% Ni, 0.30% Cu Lockerby East Deposit § Ind: 0.18Mt @ 2.32% Ni, 0.78% Cu § Inf: 0.04Mt @ 2.93% Ni, 0.80% Cu Aer-Kidd Property § Past Producer § Exceptionally High Grade Intersections §
Slide 25: Wollaston: Sedimentary Hosted Copper
Wollaston: Sedimentary Hosted Copper Janice Lake • Widespread copper mineralization exposed in bedrock over a 10 km x 25 km area (analogous to Udokan; 3.1Bt @ 1% Cu) • >20 surface showings returning grabs 0.34 to 9.35% copper and 0.7 to 61.7 g/t silver • XTM hold 2% NSR and $6M in Milestone Payments
Slide 26: Wollaston Cu Project
Wollaston Cu Project RTEC Deal $10M over 4 years (51%) $30M over 7 years (80%) Currently building 100 km road and 65-man camp XTM New Staking 15,000 Ha INVEST IN TOMORROW, TODAY. XTM – TSXV 26
Slide 27: Management Team
MANAGEMENT TEAM SCOTT MCLEAN GREG COLLINS TOM HART GRANT MOURRE HBSc. P.Geo. B.Sc. Eng., P.Geo. M.Sc, P.Geo M.Sc, P.Geo CEO & Co-founder COO & Co-founder VP Exp Exploration Manager Ø 2004 PDAC Prospectors Ø Previous VP Exploration Ø Co-recipient of the Ø 16 years minerals of the Year for Nickel Rim
Slide 28: Board of Directors
BOARD OF DIRECTORS SCOTT MCLEAN, HBSc. P.Geo. WILLIAM PEARSON, PH.D., P.GEO. JON BAIRD, B.Sc., P.ENG. Ø 2004 PDAC Prospectors of the Year for Ø 2015 recipient of the PDAC Ø 2013 recipient of the Queen Elizabeth II Nickel Rim South Discovery Distinguished Service Award Medal and the CIMM Vale Medal (
Slide 29: Why Transition Metals Now? Key Catalysts
WHY TRANSITION METALS NOW? KEY CATALYSTS $$ Canadian Gold Potential for Two Financings: Miner & SPC share dividends XTM, SPC, CGM Metals Public Transactions Au Ni Cu Co V Project Generation Drill Campaigns: Sunday Optioning of key projects leading to Ni-Cu-Co, Lake, Janice Lake, South including Satu
Slide 30: Scott McLean P.Geo.
Scott McLean P.Geo. CEO & Co-founder smclean@transitionmetalscorp.com #5 - 410 Falconbridge Road Sudbury ON P3A 4S4 Telephone: 705-669-0590 INVEST IN TOMORROW, TODAY. INVEST IN TOMORROW, TODAY. XTM – TSXV | Q2 2018 XTM – TSXV 30
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