Neometals Ltd · ASX:NMT
Neometals — Benchmark World Tour – Perth 2025
23 slides from Neometals's conference presentation, Feb 21, 2025
Slide 1: Keeping the faith – Why we still love lithium
Keeping the faith – Why we still love lithium Benchmark World Tour – Perth | 21 February 2025 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 2: Disclaimer
Disclaimer This presentation has been prepared and issued by Neometals Ltd (Neometals, or the from, this presentation including, without limitation, any financial information, any Company) and the Company’s current activities, as at the date of this presentation, estimates or projections and any oth
Slide 3: Neometals is leveraged to the Energy Storage thematic
Neometals is leveraged to the Energy Storage thematic Lithium and Vanadium have the highest forecast demand growth to 2050, driven by EVs and BESS Lithium Battery Lithium Vanadium Business Unit Recycling Chemicals Recovery Process to produce high- Building turn-key recycling Process to produce Lithi
Slide 4: How We Do It
How We Do It Identify need, innovate solution, disciplined development and evaluation, partner with industry leaders TRL 1 TRL 2 TRL 3 TRL 4 TRL 5 TRL 6 TRL 7 TRL 8 TRL 9 Lithium-ion BatteryINDUSTRY Recycling PARTNERSHIP STAGE Industrial Technical Concept or Tech Evaluation: Proof of Concept: Lab Pr
Slide 5: Lithium battery megatrend immutable with 27% y-o-y growth
Lithium battery megatrend immutable with 27% y-o-y growth . Source: RhoMotion 2025 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 5 neometals.com.au
Slide 6: EV's sales remain strong with 18% y-o-y growth
EV’s sales remain strong with 18% y-o-y growth NMC cathodes dominant chemistry for Western OEMs, LFP favoured in China . Source: RhoMotion 2025 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 6 neometals.com.au
Slide 7: BESS is the future driver of lithium/vanadium demand
BESS is the future driver of lithium/vanadium demand LFP BESS prices <US$100/KWh have PV+BESS at parity with fossil fuels . Source: International Energy Agency “State of Energy Policy 2024 Report” . Source: Goldman Sachs Global Investment Research, NDRC ASX: NMT | OTCQX: NMTAY | DEU: 9R9 7 neometals
Slide 8: Management Focus
Management Focus • Complete installation and commissioning Commercialise Li Ni MB Plant in Germany LiB Recycling Co Cu • Commence global offering of commercial plant supply contracts • Secure Partner for ELiTM Partner ELi V • Demonstration Plant Li & V Recovery Secure Finance Partners for V Recovery
Slide 9: Building world-class Lithium-ion Battery (LiB) Recycling Plants
Building world-class Lithium-ion Battery (LiB) Recycling Plants ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 99 neometals.com.au
Slide 10: Opportunity – A High Growth, High Value Waste Stream
Opportunity – A High Growth, High Value Waste Stream • Lithium battery plants have high scrap rates for years + the batteries have a finite life – planned obsolescence • NMC batteries remain dominant cathode chemistry in EU and US • NMC batteries are a high-grade lithium concentrate (11.5% LCE) + ba
Slide 11: Satisfy Wants and Needs of LiB OEMs
Satisfy Wants and Needs of LiB OEMs 1 Licence to Operate 2 Low Cost 3 Low Carbon Note: C1 cash costs net Ni/Co by product credit Source: Argonne National Laboratory (Battery Compositions), Primobius CO2 (LCA), Source: Primobius July 2023 ECS (operating cost and production), Consensus Economics Ni CO
Slide 12: Unique Solution to Maximise Market Penetration
Unique Solution to Maximise Market Penetration • Supply plants to EV and LIB OEMs rather than compete against them • Primobius - Up-front plant supply margins – capital-light, lower-risk • ACN630- Royalty stream on end-product value recovered over plant life ACN630 Technology Licence Royalty - % Gro
Slide 13: Mercedes-Benz
Mercedes-Benz • Long-term relationship with marquee OEM • Industrial validation, ‘Product Readiness’ then global offer of commercial scale plants Partnership Cooperation agreement with Mercedes-Benz (2022) • Long-term (5yr) R&D collaboration • 2,500 tpa Integrated Recycling Plant: • Purchase Orders
Slide 14: Commercial Pipeline
Commercial Pipeline • Industrial validation expected to crystallise pipeline of licences and agreements into plant supply orders • First commercial plant (20,000 tpa) licence issued to Stelco in North America, 4 licences issued in Europe in North America • Exclusively licensed to Stelco for end-of-l
Slide 15: Lithium Chemicals
Lithium Chemicals ELi Process Technology Reed Advanced Materials (“RAM”) 70% Neometals / 30% Mineral Resources Ltd ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 15 neometals.com.au
Slide 16: ELi Process - Lithium Hydroxide Direct from Brines
ELi Process - Lithium Hydroxide Direct from Brines Patented solution for converting lithium chloride from Estimated Opex Comparison (Conversion to LHM) brines and minerals directly to lithium hydroxide • Highly efficient process targets production of battery-quality lithium hydroxide (“LHM”) directl
Slide 17: ELi Process – Positive Pilot Plant Results
ELi Process – Positive Pilot Plant Results Piloted on real South American brine eluate, validated bench testing on real and synthetic brine solutions Table 1 – Brine Sample Analysis (pre- and post purification) Membrane Durability confirmed Li Ca Mg B Sr Si Continuous operation for 1,000 hours w
Slide 18: Summary
Summary ASX: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 19: Corporate Dashboard
Corporate Dashboard ASX: NMT OTCQX: NMTAY Shares on Issue (1) m 769.4 Share Price A$ 0.073 Market Capitalisation A$m 56.1 Cash (31-Dec-24) (2) A$m 10.7 SHARE PRICE PERFORMANCE Debt (31-Dec-24) (2) A$m – Investments (31-Dec-24) (2) A$m 13.4 160 30 140 25 BROKER COVERAGE Share Sales (m) 120 Price Inde
Slide 20: Strong Team and Culture
Strong Team and Culture Non-Executive Board Steven Cole Doug Ritchie Les Guthrie Independent Independent Independent Chairman Non-Executive Director Non-Executive Director 40+ years in legal consultancy, Senior executive with 35+ 40+ years experience in corporate management, and years, notably with
Slide 21: Corporate
Right Values Our six core values Corporate underpin all the Company’s activities and are reflected in the acronym STRIDE. ASX: NMT | AIM: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 21 neometals.com.au neometals.com.au
Slide 22: Forward Plan
Forward Plan 01 02 Primobius LiB Recycling Plants Procure Partners for ELi & VRP Laser focused on successful delivery of Patented processes deliver customers 2,500 tpa lithium-ion battery (‘LiB’) sustainable competitive advantages. recycling plant for Mercedes-Benz. Technology licensing business mod
Slide 23: Thank you
Thank you neometals.com.au ASX: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au