Green Shift Commodities Ltd · TSXV:GCOM
Green Shift Commodities — Investor Presentation (June 2023)
21 slides from Green Shift Commodities's investor presentation, June 2023
Slide 1: Battery and clean energy commodities to help meet net-zero goals
1 Battery and clean energy commodities to help meet net-zero goals June 2023 | Corporate Presentation TSXV: GCOM | OTCQB: UWEFF
Slide 2: Disclosures
2 Disclosures INFORMATION CONTAINED IN THIS PRESENTATION Forward-looking information and statements also involve known and unknown risks and uncertainties and other factors, which may cause This presentation (the “presentation”) has been prepared by Green Shift Commodities Ltd. (“Green Shift” or the
Slide 3: Why Green Shift?
3 Why Green Shift? ✓ Exposure to district scale hard rock, pegmatite-hosted lithium discovery potential in Argentina, one of the top jurisdictions for this essential mineral ✓ Led by strong team of capital markets and technical experts and backed by experienced team in Argentina ✓ Budget and work pr
Slide 4: Multi-Commodity Exposure
4 Multi-Commodity Exposure Resource commodities relevant to the shift to clean-energy Lithium, Nickel, Vanadium, Phosphate Uranium and Rare Earth Elements Battery Elements Nuclear Energy TSXV: GCOM | OTCQB: UWEFF | www.greenshiftcommodities.com
Slide 5: Foundation for Success
5 Foundation for Success Strong Commodity Fundamentals New Unparalleled Tenure Deep Leadership Expertise • Multi-commodity exposure to metals • ~500,000 ha covering an entire intrusive belt • Strong capital markets and technical required for the clean energy shift known to host lithium mineralizatio
Slide 6: Corporate Overview
6 Corporate Overview Capital Structure Share Price Performance $0.30 Basic Shares Outstanding 94.2 M $0.25 Options 5.8 M $0.20 Warrants1 40.0 M $0.15 Fully Diluted Shares Outstanding 140.0 M $0.10 $0.05 Share Price (June 12, 2023) $0.10 8% $0.00 Market Capitalization (Basic) Insiders $9.42 M 5-Aug-2
Slide 7: Leadership
7 Leadership Board of Directors • Geologist with 35 years of experience across wide range of commodities and countries Peter Mullens • Instrumental in key acquisitions in Argentina for Aquiline, leading to buyout by Pan American for $645M and Laramide Resources, leading to ranking #1 on Executive Ch
Slide 8: Global Demand for Lithium to Exceed Supply
8 Global Demand for Lithium to Exceed Supply kt LCE 5,000 • Lithium Carbonate Equivalent (LCE) Base Case Probable Possible Demand 4,500 demand expected to outstrip probable supply by 2024 4,000 Lithium Demand Forecast • HLO plants under construction to convert 3,500 hardrock lithium (spodumene) conc
Slide 9: North America Gigafactories Driving Lithium Demand
9 North America Gigafactories Driving Lithium Demand South America Well Positioned • 13 additional Gigafactories will become operational in the US in the next 5 years Location TBD • US Inflation Reduction Act (IRA)^ includes multiple clean energy tax provisions including EV tax credits • IRA EV prod
Slide 10: GCOM Focus - Hard Rock Lithium
10 GCOM Focus - Hard Rock Lithium Hardrock lithium projects (pegmatites) offer multiple advantages over brines: • Higher Grades and Lower Production Costs • Shorter Lead Time to Production Simple quarry-style lithium spodumene operation • Proven Technology and Simpler Process to Highest Demand (Core
Slide 11: GCOM Focus - Hard Rock Lithium
11 GCOM Focus - Hard Rock Lithium Hardrock lithium projects (pegmatites) offer multiple advantages over brines. • Li Mica Processing Advancing • Potential High-Value Co-products – Tantalum, Tungsten, REE • Lower Environmental and Social Impact – Footprint, Water Rights • Location – Many Major Brine
Slide 12: Argentina
12 Argentina • One of the top lithium producing countries in the world • 2 operating mines - Salar del Hombre (associated with BMW) and Sales de Jujuy (partnership with Toyota) S O U T H • Multiple projects coming online with capacity expected to increase to 85,000 tonnes per year A M E R I C A • Su
Slide 13: Dedicated Argentine Technical Team
13 Dedicated Argentine Technical Team • Argentine with 35 years’ geological experience Pedro Vera • Base/precious metals exploration experience in Argentina, Chile, Peru and Paraguay; Program Manager, • Experience with groundwater, environmental and land tenure and/or land management; Argentina • Ha
Slide 14: Manuel Choique Project
14 Manuel Choique Project • Known lithium pegmatite occurrences Neuquén S O U T H Province General • Discovered and tested in the 1960s Roca 22 A M E R I C A • Initial 50,000 ha (40 km by 20 km) within the district scale Rio Negro land package of Rio Negro is the core focus Rio Negro E Project Provi
Slide 15: Classic Pegmatite Geological Model
15 Classic Pegmatite Geological Model Manuel Choique Exploration Model TSXV: GCOM | OTCQB: UWEFF | www.greenshiftcommodities.com
Slide 16: Manuel Choique Project
16 Manuel Choique Project • Priority for on-ground exploration targeting spodumene bearing lithium pegmatites T09 140m long x 4m wide T18 COMPOSITE SAMPLES ROCKCHIP SAMPLES T11 North: 4m @ 0.9% Li2O From 0.9 to 1.8 % Li2O ROCKCHIP SAMPLES Centre:4m @ 1% Li2O T12 From 1.9 to 3.2 % Li2O T16 South: 4m
Slide 17: Rio Negro Project Roadmap
17 Rio Negro Project Roadmap Closed Mapping and Sampling March 2023 Program at Manuel Choique Permitting and District Scale Land Acquisitions Exploration Underway See Cautionary Note Regarding Forward-Looking Information on Slide 2. TSXV: GCOM | OTCQB: UWEFF | www.greenshiftcommodities.com
Slide 18: Berlin Deposit, Colombia
Berlin Deposit, Colombia • A Multi-element deposit with extensive exploration and historic resource1 Santa Marta • Located in Caldas Province, Colombia between the country’s largest cities (Bogotá & Medellín) in agricultural heartland 18 • Significant infrastructure near the project including: • Pow
Slide 19: Historic Mineral Resource Estimate
19 Historic Mineral Resource Estimate Multi-Element Deposit Grade Contained Metal U3O8 Cut-off Mineralized Grade (%) Material (Mt) U3O8 P 2O5 V2O5 U3O8 P 2 O5 Ni V2O5 Ni (%) (%) (%) (%) (Mlbs) (Mt) (Mlbs) (Mlbs) Indicated 0.04 0.6 0.11 8.4 0.2 0.4 1.5 0.05 3.1 5.9 Inferred 0.04 8.1 0.11 9.4 0.2 0.5
Slide 20: Why Green Shift?
20 Why Green Shift? ✓ Expanding into Lithium - a natural extension in clean energy and battery commodities ✓ Attractive opportunity to participate in today’s rapid shift to green technologies ✓ Exposure to district scale lithium discovery potential in Argentina, one of the top jurisdictions for this
Slide 21: Trumbull Fisher, Director and CEO
21 Trumbull Fisher, Director and CEO tfisher@greenshiftcommodities.com www.greenshiftcommodities.com TSXV: GCOM OTCQB: UWEFF
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