Qem Limited · ASX:QEM
Qem — Investor Presentation (January 2021)
23 slides from Qem's investor presentation, January 2021
Slide 1: QEM Limited Dual Commodity Opportunity
QEM Limited Dual Commodity Opportunity ASX: QEM INVESTOR PRESENTATION January 2021
Slide 2: Disclaimer
For Personal Use Only Disclaimer 2
Slide 3: Dual Commodity Champion
Dual Commodity Champion For Personal Use Only Julia Creek Project Vanadium QEM aims to become a leading Oil & Transport Fuels supplier of high-quality vanadium QEM aims to provide innovative pentoxide and environmentally friendly Right Project, Right Time solutions that are important to our Julia Cr
Slide 4: QEM Overview
QEM Overview For Personal Use Only QEM Limited (ASX:QEM) is Targeting Dual commodities of Vanadium defined as Critical Transport fuels to support developing the Julia Creek transport fuels and vanadium Mineral by Australian and US Australian resilience in post Vanadium and Oil Shale Project pentoxid
Slide 5: The Team
The Team For Personal Use Only John Foley Gavin Loyden Daniel Harris David Fitch 5
Slide 6: Corporate Overview
Corporate Overview For Personal Use Only QEM 12 Month Share Price $0.14 $0.12 $0.10 $0.08 Listed on the ASX $0.06 $5m IPO in October 2018. $0.04 $0.02 $0.00 Director Support ASX Symbol: QEM 2.4m shares purchased by Shares on Issue 100 million Directors on market over last 12 months. Market Cap (28 J
Slide 7: Julia Creek Project
Julia Creek Project For Personal Use Only Key Facts • Shallow oil-bearing shale, mineralised with vanadium • Tier-1 Mining Location • Close to all infrastructure and services • Critical Minerals designation Significant Resource • Total JORC Inferred resource - 2,760 Mt • JORC Indicated area of 220Mt
Slide 8: Julia Creek Project Location
Julia Creek Project Location For Personal Use Only 8
Slide 9: Uses of Vanadium
For Personal Use Only ENERGY STORAGE STEEL MANUFACTURING Uses of Vanadium Applications Of Vanadium AEROSPACE AUTOMOTIVE 9
Slide 10: Renewable Energy Storage
Renewable Energy Storage For Personal Use Only Vanadium Redox Flow Battery Number of Cycles Low Self-discharge Low Environmental Footprint Highly Expandable Generates Low Levels of Heat Charges & Discharges Simultaneously Can Release Energy Instantaneously Suitable for Connection to Power Grid Small
Slide 11: Vanadium Market
Vanadium Market For Personal Use Only Vanadium Market Set for growth • Global market produces ~ 102,000 MTV per year • ~9000t of high purity V2O5 for specialist applications such as VRFB’s in 2020. • Tightly-balanced market with producers sold out until early February 2021. • Strong growth expected
Slide 12: Fuel Resilience
Fuel Resilience For Personal Use Only • Australia is an island nation that depends heavily on imported fuel. • Our current stockpile is critically low. • 30 days of petrol for automobiles • 20 days of diesel • 20 days of aviation fuel. (Australian Petroleum Statistics 2020) • Australia's obligation
Slide 13: Development Strategy
Development Strategy For Personal Use Only Engineering Stage 2 design and cost PFS Commercial plant modelling development IP generation & protection Completion of bench scale Pilot plant Stage 1 Pilot plant testing for both design and development oil and vanadium costing 14
Slide 14: Contact
Contact For Personal Use Only Gavin Loyden Managing Director [email protected] +61 7 5646 9553 www.qldem.com.au Shane Murphy Investor Relations [email protected] +61 420 945 291 www.qldem.com.au 15
Slide 15: Appendix A – Julia Creek Resource
For Personal Use Only Appendix – A Julia Creek Resource 16
Slide 16: Julia Creek Resource Overview
Julia Creek Resource Overview For Personal Use Only Table 1: Summary of JORC Mineral Resource Estimate Note: 1. The estimate uses a minimum cut-off of 0.2% V2O5 for the oil shale units, and minimum cut-off of 0.15% V2O5 for the Coquina units. 2. The total resource tonnage reported is rounded to refl
Slide 17: Julia Creek Oil Yield
Julia Creek Oil Yield For Personal Use Only Source: Measured Group The estimation methodology used is deterministic. The estimation is based on grids constructed for unit structure, thickness and oil grade parameters 18
Slide 18: Appendix B
For Personal Use Only Appendix – B 19
Slide 19: VRFB Installs Worldwide
For Personal Use Only 113 VRFB Installs Worldwide 20 COUNTRY VRFBs kW kWh Australia 7 945 4629.90 Barbuda 1 3000 12000.00 Botswana 1 112 560.00 Canada 3 2500 10000.00 China 17 15825 48005.00 Czech Rep. 3 47 209.90 Denmark 3 40 260.00 Germany 15 1530 86190.00 India 4 155 740.15 Indonesia 2 400 500.00
Slide 20: Construction
Construction For Personal Use Only • Vanadium plays an essential role as an alloy of steel to provide increased tensile strength, durability and weather resistance. • Announced in February 2018, China revised steel rebar standards to limit the use of inferior strength steels in its ever-growing cons
Slide 21: Aerospace & Automotive
Aerospace & Automotive For Personal Use Only Aerospace • Increased aircraft are required to service larger addressable air-travel market • Both Boeing & Airbus both forecast annual global air traffic growth between 2016 and 2035 of nearly 5%. A titanium alloy containing 4% vanadium and 6% aluminium
Slide 22: Fuel Resilience
Fuel Resilience For Personal Use Only • Australia is an island nation that depends heavily on imported fuel — and our stockpile is critically low. The Government's Australian Petroleum Statistics published in April 2020 said this would amount to 30 days of petrol for automobiles, 20 days of diesel a
Slide 23: Supportive Policy Environment
Supportive Policy Environment For Personal Use Only Development of Northern Australia and Resource Corridors Government Priority Julia Creek Vanadium is a new energy mineral – strategic significance as a Critical Mineral Federal Government Resource Corridors Julia Creek located in key corridor Great