Trek Metals Ltd · ASX:TKM
Trek Metals — Resources Rising Stars Investor Conference 2023
17 slides from Trek Metals's conference presentation, May 16, 2023
Slide 1: Trek Metals to present at Resources Rising Stars Investor Conference
16 May 2023 TREK METALS TO PRESENT AT RESOURCES RISING STARS INVESTOR CONFERENCE For personal use only Trek Metals is pleased to advise that the company's Chief Executive officer, Derek Marshall will be presenting at the Resources Rising Stars Conference to be held at RACV Royal Pines Resort on the
Slide 2: Powering up in the Pilbara
BATTERY-FOCUSED MINERALS EXPLORER Powering up For personal use only in the Pilbara + ASX Drilling imminent at emerging high-grade lithium discovery TKM Advanced Hendeka manganese Project + PRESENTER DEREK MARSHALL - CEO RESOURCE RISING STARS - INVESTOR PRESENTATION 16 May 2023
Slide 3: Disclaimer
Disclaimer This presentation prepared by Trek Metals Limited (“Company”) does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any information prov
Slide 4: Why Trek Metals?
Why Trek Metals? A diversified explorer with a high-growth battery metals portfolio For personal use only Battery Metal Focus - Trek’s focus is to explore for and develop critical metals that are essential to the global + decarbonisation and electrification megatrend via the production of lithium-io
Slide 5: Corporate Snapshot
Corporate Snapshot Experienced team of battery metal pioneers Capital Structure For personal use only ASX Code TKM.ASX Share Price (10th May 2023) $0.060 Shares on issue 363.9m Market Cap. $21.8m Cash and cash equivalents (31st March 2023) $2.7m Enterprise Value $19.1m Board of Directors Tony Leibow
Slide 6: Battery Metal Focus
Battery Metal Focus Transformational demand being driven by the burgeoning lithium-ion battery industry For personal use only Source: FBI CRC Li-ion battery cathode manufacturing in Australia Source: Bloomberg New Energy Finance
Slide 7: World-Class Location
World-Class Location The Pilbara region of Western Australia is a mining powerhouse For personal use only • Infrastructure-rich: roads, rail, power & port • A region rich in world-class ore deposits (including two hard rock lithium deposits with >200Mt) • Proven pathway to development in a short tim
Slide 8: Tambourah - Lithium
Tambourah - Lithium Large tenement holding with a significant Lithium-Caesium-Tantalum (LCT) pegmatite system For personal use only • Large area with elevated Li-Cs-Ta in steams • Multiple pegmatites and high grade lithium at surface • Under-explored - no drilling to date (ever!) Tambourah North – l
Slide 9: Tambourah - Lithium: High-grade lithium & spodumene
Tambourah - Lithium High-grade lithium & spodumene, with maiden drill testing imminent For personal use only • Rock chip sampling returned high grade lithium • Spodumene confirmed across multiple stacked dykes • Maiden drill testing to commence next month Spodumene from outcrop at the Eastern Prospe
Slide 10: Tambourah - Lithium: Multiple advanced exploration targets
Tambourah - Lithium Multiple advanced exploration targets For personal use only • Thicker and higher density of fertile pegmatites at the Central Prospect • Soils exhibit strong fractionation in the Central Prospect • Maiden drilling Eastern and Central Prospect areas Rock chip results highlight lit
Slide 11: Battery Metal Focus: Manganese
Battery Metal Focus Manganese – an essential mineral in steel and the forgotten battery metal For personal use only Manganese Concentrate Global High Purity Manganese Demand & Supply • Manganese (Mn) is the fourth most consumed ‘000 Tonnes metal globally HP Mn 433kt Deficit 1,000 • 90% used by the s
Slide 12: Battery Metal Focus: Moving up the value chain
Battery Metal Focus Aiming to move up the value chain by participating in downstream processing For personal use only 2017 0.53% of value chain realised by Australia Rest of AUS World $1.13b $740m $0m $2b $0m $22.1b $0m $31.1b $0m $156b Precursor/ Electrochemical Battery cell Battery pack Mine/Conce
Slide 13: Hendeka - Manganese
Hendeka - Manganese A forgotten Pilbara battery metals asset with huge upside For personal use only Mt Mn% Al2O3% Fe% SiO2% P% LOI(1000) • Inferred Resource 11Mt @ 15% Mn Contact 2.8 13.6 5.1 15.7 42.9 0.054 8.4 • Upgradeable through beneficiation (concentrate grades up to 44.6% Mn) Contact North 8.
Slide 14: Hendeka - Manganese: Significant growth potential
Hendeka - Manganese 0 5Km Significant growth potential, opportunity to Western produce a value-added product Front For personal use only • Increase Resource confidence • Vertical integration - produce High Purity 448km² Manganese Sulphate Monohydrate (HPMSM) • Regional exploration upside MnSO₄. H₂O
Slide 15: Hendeka - Manganese: High priority regional targets
Hendeka - Manganese High priority regional targets & on-going metallurgy For personal use only • Last round of historical exploration drilling (2014) intersected 14m @ 15.9% Mn from 51m in Hole 10 • Recent VTEM survey has produced multiple high priority targets, including one immediately adjacent to
Slide 16: Game Plan
Game Plan For personal use only 2022 2023 Completed Value Creation Pathway Tambourah Lithium Hendeka Manganese Tambourah Lithium Hendeka Manganese High grade lithium Heritage survey Q1 Concentrate metallurgy test Hendeka Project Acquisition identified in outcrop work (in progress) Diamond drilling c
Slide 17: Invest with us
Invest with us For personal use only For more information please contact Derek Marshall Chief Executive Officer dmarshall@trekmetals.com.au 0401 671 344 Trek Metals Limited ARBN 124 462 826 Reach out for extra information
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