Globe Metals & Mining Limited · ASX:GBE
Globe Metals & Mining — 121 Mining Investment Conference 2024
30 slides from Globe Metals & Mining's conference presentation, Feb 5, 2024
Slide 1: Investor Presentation – 121 Mining Investment Conference
Globe Metals & Mining Limited ASX: GBE ABN 33 114 400 609 +61 8 6118 7240 45 Ventnor Avenue info@globemm.com West Perth WA 6005 globemm.com ASX Announcement 5 February 2024 Investor Presentation – 121 Mining Investment Conference Attached is a copy of the Investor Presentation that will be presented
Slide 2: An emerging vertically-integrated niobium producer
For personal use only An emerging vertically-integrated niobium producer. 121 Investor Conference - February 2024 Grant Hudson Charles Altshuler Chief Executive Officer Chief Financial Officer Paul Smith Chief Operating Officer ASX: GBE | globemm.com
Slide 3: Disclaimer
Disclaimer This Presentation has been prepared by Globe Metals & Mining Limited ABN 33 114 400 609 In addition, there may be information herein that is information about prospective results of operations, (Globe or the Company). financial position or cash flows and which is provided only to assist i
Slide 4: Investment Highlights
Investment This bottom quartile cost project has been designed to ensure the production of "green Niobium" in that its Scope 1 and Scope 2 carbon emissions will be of the lowest in the world, with hydroelectric Highlights and solar power dominating its power sources. The very low carbon footprint is
Slide 5: Corporate snapshot
Corporate snapshot ASX GBE Share price Market capitalisation Debt Shares on issue Cash Various options For personal use only $A0.037 A$25m A$ Nil 675.9m A$3.4m 22m 2 February 2024 2 February 2024 31 January 2024 31 January 2024 31 December 2023 31 January 2024 52 week high $0.11, low $0.033 ASX Shar
Slide 6: Kanyika Niobium Project, Malawi
Kanyika Niobium Project Malawi, Africa Malawi is a conflict free, democratic country underpinned by For personal use only its 2022-2027 mining strategic plan where mining will be the main contributor to the sustainable socio-economic growth and development of the country. Figure 2: Production, proce
Slide 7: Large resource base and long mine life
Large resource base Potentially, the first globally significant and long mine life niobium mine in 50 years. Mineral Resources For personal use only Measured Indicated Inferred Total 5.3Mt 3,770ppm Nb2O 5 47Mt 2,860ppm Nb2O 5 16Mt 2,430ppm Nb2O 5 68.3Mt 2,830ppm Nb2O 5 19,981t Contained Nb2O 5 134,4
Slide 8: Kanyika Project - Development plan update
Kanyika Project - Development plan update Metallurgical Pilot plant DFS update & FEED Project Phase 1 Project Phase 2 Test-work For personal use only Capital Raise 1: FEED Capital Raise 2 for Phase One Capital Raise 3 for Phase Two US$5m* U$30m* US$250m Q1 2024 Q2 2024 Q3 2024 Q4 2024 2027 Confirmat
Slide 9: Kanyika Project – Optimisation results relative to the 2021 DFS
Kanyika Project – Optimisation results relative to the 2021 DFS Change in refining technology to the Chlorination process, which is more environmentally For personal use only sustainable, cost-effective and produces high purity products, attracting premium prices. 01 02 03 Optimisation of the millin
Slide 10: Kanyika Project – Optimisation results Phase 1 and Phase 2
Kanyika Project – Optimisation results Phase 1 and Phase 2 Phase 1 operation is c. 6% of Phase 2 in respect of ROM Ore production and 10% in For personal use only respect of Nb205 production. 01 02 Phase 1: Phase 2: 1) Robust NPV and IRR retained. Pre -tax NPV US$20m and IRR of 1) Robust NPV and IRR
Slide 11: Kanyika Mine: Phase One
Kanyika Mine: Phase One Scaleable start-up operations Average of 380,000t of mined material including 140,000t of waste mined For personal use only per annum at minimum 10tph. Open pit mining > Crushing > Milling > Flotation > Drying > Concentrate > Sale and trucking “Free dig” mining Primary jaw an
Slide 12: Our chlorination technology offers superior overall ESG potential
Our chlorination technology offers superior overall ESG potential. • Positive metallurgical test work Benefits of Chlorination • Energy – exothermic upfront extraction process providing a substantial amount of energy for re- • Low waste and tailings potential reducing the burden of environmental bon
Slide 13: Niobium has many applications in the New Economy
Niobium has many applications In addition to ferroniobium’s (65% niobium) use in in the production of in the New Economy High Strength Low Alloy (HSLA) steel. For personal use only Aerospace MRI Optical Super Nuclear Thermo EV Batteries Capacitors Glass Conductor (SMR) Power Niobium alloys NiNb Niob
Slide 14: Batteries are a game-changing market opportunity in the future
Batteries are a game-changing 1 Source: https://www.autofutures.tv/topics/how-niobium-makes-batteries-greener--cheaper-and-cleaner---with-insights-from-a -nobel- prize-winner--/s/7457515b-c647-434f-8877-3132 1e96859 2 market opportunity in the future 2Source: World’s Leading Niobium Anode Battery Ma
Slide 15: Niobium's main use is in steel making
Niobium’s main use is in steel making Ferroniobium (at 65% niobium) is the For personal use only primary saleable form of the metal and sells for over US$40,000t. Construction Automotive and Transport Ferroniobium is primarily used in the production of High Aerospace and Defence Strength Low Alloy (
Slide 16: That's why its at the top of critical metal list
That’s why its at the top of critical metal list Niobium is considered critical For personal use only not just in Australia but also in the EU, US, Japan, and India. Number 3 of 35 on the US Critical metal list critically ranking. An emerging vertically-integrated niobium producer. ASX GBE | 15
Slide 17: Niobium oxide price has increased 17% in the last six months
Niobium oxide price has increased 17% in the last six months changed Current niobium oxide (Nb205) For personal use only prices are $US54,000t for 99.9% (FOB China). 1 The Nb205 99.9% price has increased by 50% since 2015. Globe total gross cash cost for (Nb205). $US18,900t gross cash margin % = 63%
Slide 18: Niobium demand will grow but supply is limited
Niobium demand will grow 1 Source: https://www.mining.com/web/niobium- mining-the-first-step-in-building-a-fighter-jet/ 2 Source: https://www.mining-technology.com/projec ts/niobec-niobium-mine-quebec/ but supply is limited 3 Source: https://www.researchgate.net/publication/272424460_Niobium_oxide_m
Slide 19: CBMM is focusing on increasing niobium oxide production for the battery market
CBMM is focusing on increasing niobium oxide production for the battery market CBMM, one of the worlds leading For personal use only producers of Niobium oxide will increase capacity over the next 3 years to serve the growing battery market. 1 • CBMM invest in Eichion, Battery Streak, VW Brazil and
Slide 20: Ideal time and opportunity for Globe to enter the market
Ideal time and opportunity for Globe to enter the market. Question: How do we compete with an established 50-year-old supply chain? – we do not compete – Globe focuses on the For personal use only specialty oxide markets! 01 02 03 04 05 Low mining cost Efficient Chlorination Low carbon Serving a spe
Slide 21: Strong ESG Drivers
Strong ESG Drivers 1 Source: Feasibility of Biogas Production from Napier Grass, The 6th International Conference on Applied Energy – ICAE2014, Vanatpornratt Sawasdeea and Nipon Pisutpaisal, www.sciencedirect.com 2 Source: https://www.angloamerican.com/media/press-releases/2022/18-03-2022 3 Source:
Slide 22: What we look for in strategic partners
What we look for in strategic partners Takes a stake Then helps us with For personal use only Equity Investment Debt funding Offtake Agreements Marketing Operatorship ESG 1. The listed entity. 1. Assistance with 1. At least 25% of 1. Working together to 1. Management/ Operator 1. Working together to
Slide 23: How to join the Globe Metals & Mining Investor Hub
How to join the Globe Metals & For personal use only Mining Investor Hub: Head to: https://investorhub.globemm.com /auth/signup Follow the prompts to sign up for an Investor Hub account. Complete your account profile. Link your shareholdings if you are a current shareholder. The QR code below can al
Slide 24: Appendices
Appendices For personal use only An emerging vertically-integrated niobium producer. ASX GBE | 23
Slide 25: Competent person's statement
Competent person’s statement Mineral resource estimates: Ore reserves: For personal use only The information in this report that relates to Mineral Resources is extracted from the report titled The information in the report that relates to Ore Reserves is extracted from the report titled “Kanyika “K
Slide 26: Board and Executive
Board and Executive On 31 August 2023 Globe appointed Mr Rogerio Magalhães Pastore as Market Development Consultant (spent over 11 years at CBMM as Global mining experience Head of Market Development for Energy Materials Technology). Alice Wong Bo Tan Ricky Lau Michael Barrett Michael Choi OAM Dean
Slide 27: Organization structure
Organization structure ASX GBE Globe Metals & For personal use only Mining Limited Parent Entity Australia ASX: GBE Holding entity Globe Metals & Mining (UK) Ltd Globe Metals & Globe Metals & Asset entity Mining Africa LTD (GMMA) Mining Refinery Ltd (not yet incorporated) Assets Kanyika LML0216 Refi
Slide 28: Summary of the optimisation results relative to the 2021 DFS
Summary of the optimisation results relative to the 2021 DFS: Kanyika Niobium Project Malawi For personal use only An emerging vertically-integrated niobium producer. ASX GBE | 27
Slide 29: Summary of financial results of the optimisation study
Summary of financial results of the optimisation study: Kanyika Niobium Project Malawi For personal use only An emerging vertically-integrated niobium producer. ASX GBE | 28
Slide 30: Our partners
Our partners Significant experience across all disciplines For personal use only Mine Civils Milling Technology Mine Plant Logistics Refining Technology Laboratory Refinery S.R. Nicholas Ltd EDS has been Solo has a wealth of C. Steinweg Group is a TCM has been selected to Geolabs Global is the Reson
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