Green360 Technologies Limited · ASX:GT3
Green360 Technologies — Suvo Strategic Minerals — ShareCafe Hidden Gems Webinar (September 2022)
20 slides from Green360 Technologies's conference presentation, Sep 2, 2022
Slide 1: ShareCafe Hidden Gems Webinar
ShareCafe Hidden Gems Webinar 2nd September ASX: SUV 2022 suvo.com.au
Slide 2: Disclaimer
DISCLAIMER These presentation materials and the accompanying verbal presentation (together, the Presentation Materials) are confidential and have been prepared by Suvo Strategic Minerals. By receiving the Presentation Materials, you acknowledge and represent to the Company that you have read, unders
Slide 3: Premium Investment Opportunity
PREMIUM INVESTMENT OPPORTUNITY Dual commodity with strong traditional markets, emerging ‘green’ applications NATIONWIDE FOOTPRINT Established global off-take network and Australia’s only operating hydrous kaolin mine Emerging green cement industry, forecast to be worth US$56 billion by 2027 Pittong
Slide 4: Kaolin
KAOLIN ASX:SUV | suvo.com.au | 4
Slide 5: Compelling Kaolin Market
COMPELLING KAOLIN MARKET Kaolin is a white clay used in a broad range of industries GLOBAL SUPPLY GLOBAL DEMAND Est. 2019 global production = ~27mpta1 Est. 2027 global demand = ~38mpta1 10 countries supply 84% of processed kaolin globally1 Rising demand in Kaolin industries is attributed to Ukra
Slide 6: Metakaolin – Green Cement Solution
Cement production is the world’s single METAKOALIN – GREEN CEMENT SOLUTION biggest industrial cause of carbon pollution, Australia currently imports high reactivity metakaolin at US$530/t responsible for 8% of global emissions. to US$840/t3 with no onshore production Rethinking Cement Beyond Zero
Slide 7: Pittong Kaolin Operations
PITTONG KAOLIN OPERATIONS Pittong is a 100% owned mining operation, located 40km west of Ballarat (Victoria) Pre-optimisation Post-optimisation Only Key Pittong Metrics Unit FY2023 FY2023 FY2024 Experienced Operator Q1 – Q3 Q4 Q1 – Q4 Australian Producer 50 Years Production Kt 17,085 12,500 50,000 O
Slide 8: Established Offtakers
ESTABLISHED OFFTAKERS Suvo’s Pittong supplies a number of premium hydrous kaolin products to customers all over the world GLOBAL SUPPLY GLOBAL DEMAND Est. 2019 global production = ~26.5mpta1 Est. 2027 global demand = ~38mpta1 18,000 2,250 16,000 2,000 14,000 1,750 12,000 1,500 A$ WAV/t 10,000 1,250
Slide 9: Gabbin Kaolin Project
GABBIN KAOLIN PROJECT Gabbin is a 100% owned kaolin project, located 210km from Perth Product Te s t W o r k Suitability Ceramics JORC Resources Potential Processing Capacity Paper coatings 72.5mt¹ Inferred & Indicated 200ktpa Pre-Feasibility Paint Resource Cosmetics Infrastructure M
Slide 10: Silica Sands
SILICA SANDS ASX:SUV | suvo.com.au | 10
Slide 11: Silica Sands Market
SILICA SANDS MARKET Silica Sand is the most used commodity on the planet behind water SILICA SAND 2024 2025 2023 GLOBAL 2026 MARKET US$ 21.6b 2022 2027 US$ 21.6b CAGR 6% US$ 30.9b The UN estimates that the world currently uses 50 billion tonnes – or enough sand to build a wall 27m wide and 27m hig
Slide 12: Silica Sand Projects
SILICA SAND PROJECTS The Eneabba Project is located 150km south of Muchea2, a high purity quartz project, is located 50km Geraldton in WA north of Perth Product JORC Resources Binding Contract Low Impurity Product 216mt1 SiO2>99% 100% Ultra High Purity Inferred Resource Premium Silica Sand Ownership
Slide 13: Eneabba Project
ENEABBA PROJECT Land Access signed with private landowner Geraldton Port Key step toward development of a Silica Sand Project ~165kms 1. SIGNFICANT REDUCTION IN PROJECT TIMELINE AND COSTS YR 0 YR 1 YR 2 Timeline: Flora and Fauna surveys/native vegetation clearing permits YR 0 YR 1 YR 2 Scoping study
Slide 14: Corporate
CORPORATE ASX:SUV | suvo.com.au | 14
Slide 15: Corporate Growth Strategy
CORPORATE GROWTH STRATEGY The following provides an overview of Suvo’s short term strategy, which will support the Company’s near-term organic growth 1. INCREASE PRODUCTION 2. EXPAND EARNINGS Debottleneck Pittong Expand value add sales Pittong plant optimisation Expand sales network Gabbin
Slide 16: ESG Commitment
ESG COMMITMENT Revisited HSE practices and updated training Energy and water conservation, renewable energy feasibility studies and upgrades Scope 1 and 2 emission reduction programs to commence in 2022 ESG and Sustainability Committee established in 2022 Evaluating tailings reclamation options Prov
Slide 17: Experienced Board
EXPERIENCED BOARD Seasoned mining, exploration, project development and ESG experience with proven track record of success Henk Ludik Oliver Barnes Executive Chairman Non-Executive Director Over 20 years engineering mining experience Over 25 years experience in natural resources and asset including
Slide 18: Corporate Overview
CORPORATE OVERVIEW KEY INFORMATION CORPORATE THEMATICS TICKER SUV Target critical scarce resources, continue to develop pipeline of near SECTOR Industrial Minerals term projects SHARE PRICE $0.073 (high of the day1) Targeting first quartile position on the cost curve MARKET CAP A$50m Focused on crea
Slide 19: Appendices
APPENDICES ASX:SUV | suvo.com.au | 19
Slide 20: Key Risks
KEY RISKS The following material risks have been identified for the Pittong project RISK MITIGANT RESERVE RISK • Large homogenous resource • More than one licensed resource at Pittong MINING LICENSE RISK • The Trawalla mining license was granted in 2002. The license requires renewal every 20 years •
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