Zimtu Capital Corp. · TSXV:ZC
Zimtu Capital — Capacitor Metals — Investor Presentation (May 2024)
25 slides from Zimtu Capital's investor presentation, May 2024
Slide 1: The Blue River Tantalum-Niobium Project
The Blue River Tantalum-Niobium Project May 2024
Slide 2: Forward-Looking Information
Forward-Looking Information Disclaimers and Cautionary Statements: The information contained in this presentation is provided by Capacitor Metals Corp. (“Capacitor”) for informational purposes only and does not constitute an offer to issue or arrange to issue, or the solicitation of an offer to issu
Slide 3: Financial Summary
Financial Summary Completed Units Proceeds ✓ Founders Round shares issued @ $0.02 25,490,000 $509,800 Escrowed ✓ 2-year warrants: 25,490,000 If exercised Year1 $0.10 ($2,549,000) If exercised Year2 $0.20 ($5,098,000) ✓ Issued for acquisition of Blue River 20,000,000 n/a Assets to be dividended to Co
Slide 4: The Capacitor Team
The Capacitor Team Dave Hodge Dr. Axel Hoppe, Justin Schroenn Nate Schmidt, Max Lentz Mike Hodge PhD. Chem. B.Sc., P.Geo. MBA Founder and Axel is an Another former A Senior Max has over 40 Mike’s hands-on former CEO of internationally Commerce Geologist at years in business experience with Commerce
Slide 5: Introduction to the Blue River Project
Introduction to the Blue River Project Overview • Tantalum and Niobium deposit in British Columbia • Historically (2013) largest cash positive production scenario for tantalum globally Attractive Location • Mining-friendly south-eastern BC • 250 km north of the city of Kamloops • 23 km north of the
Slide 6: Blue River Project Highlights
Blue River Project Highlights One of the world's leading ESG focused tantalum and niobium projects • Property contains three known deposits of tantalum and niobium and an additional 20+ known exploration targets • Upper Fir deposit has a significant indicated resource of 9.6M kg contained tantalum a
Slide 7: Advancement from discovery to economic assessment
Extensive Project History 1949 – 1999 Intermittent exploration work by various companies, including surface geophysical surveys, trenching and Advancement from discovery to economic assessment sampling 2001 – 2003 Defined resources on Verity and Fir deposits 2003 – 2004 Metallurgical work conducted
Slide 8: Attractive Project Site
Attractive Project Site Outline of Upper Fir Carbonatite Top left: Upper Fir Site Top right: View of North Thompson River Bottom left: Bulk Sample Pit Bottom right: Stored Bulk Sample Material 8
Slide 9: Accessible and Fully Serviced
Accessible and Fully Serviced Site is easily accessible by road and rail and has adjacent power • Road accessible from a major highway via a 4 km well-groomed gravel road • BC Hydro electric power transmission lines from Revelstoke Dam on property • Community of Blue River has a municipal airport •
Slide 10: Well-Understood Geology and Mineralization
Well-Understood Geology and Mineralization Overview • Occurs along the eastern portion of the Omineca Crystalline Belt, a large scale zone with associated uplift • Age of mineralization is approximately 330Ma • Hosted in carbonatites, igneous rock bodies composed of more than 50% carbonate minerals
Slide 11: Upper Fir Extensive Drilling and Exploration
Upper Fir Extensive Drilling and Exploration Exploration and development focus on Upper Fir • Total of 271 core drill holes for 59,110 m within the Upper Fir, Bone Creek and Lower Fir carbonatites • Also completed surface mapping, trenching, soil, stream sediment, rock chip, grab and channel samplin
Slide 12: Upper Fir Deposit Longitudinal Section
Upper Fir Deposit Longitudinal Section Average thickness is 30 m with a strike length of 1,000 m Upper Fir Carbonatite 12
Slide 13: Positive Upper Fir PEA Completed in 2011
Positive Upper Fir PEA Completed in 2011 Overview PEA Summary Information • PEA prepared by AMEC and released in 2011 Mine type Underground • PEA is for tantalum and niobium within the Upper Mining method Sub-level open stoping Fir Carbonatite only Average grade in mine plan 185 ppm Ta2O5 • Based on
Slide 14: Updated Mineral Resource Estimate
Updated Mineral Resource Estimate Overview • Prepared by AMEC, effective June 21, 2013 • Represents a 33% increase in Indicated resources and a 18% increase in Inferred resources from the PEA • Upper Fir Carbonatite only and does not incorporate the Fir or Bone Creek deposits • Resource update is ba
Slide 15: Metallurgical Improvements over PEA base case
Metallurgical Improvements over PEA base case • Estimated overall final recovery rates increased to 77.2% for tantalum and 75.1% for niobium (March 27, 2013) - over PEA base case of 65-70% • 77% recovery for Ta and 75% recovery for Nb, using same methods in PEA NPV would increase to $97M and IRR to
Slide 16: Blue River Deposit Flow Sheet
Blue River Deposit Flow Sheet 16
Slide 17: Historic Cost Estimates 2013
Historic Cost Estimates 2013 Operating expenses of $38.44 per tonne milled results in high operating margin • Lowest operating costs of direct developer peer group • Management believes operating expenses can be reduced 10% by optimization Cost per Tonne LOM Total Cost per Kg Ta Payable Milled % ($0
Slide 18: Significant Expansion Potential
Significant Expansion Potential Adjoining Fir and Bone Creek deposits provide near-term expansion potential during the initial mining of Upper Fir. Fir Deposit • Located 1.3 km west of Upper Fir • 2,240,000 kg contained tantalum per historical resource Additional 20+ Known Carbonatite Targets on Pro
Slide 19: Advanced Community Relations & Permitting
Advanced Community Relations & Permitting “Ahead of the game” in First Nations and community engagement • Discussions with the Simpcw First Nation in 2006 and signing of an Memorandum-of-Understanding in 2010 • Company has spent considerable time engaging with the Simpcw and the local communities •
Slide 20: Toshiba / CBMM Titanium-Niobium Battery
Toshiba / CBMM Titanium-Niobium Battery Toshiba: Niobium Titanium Oxide (NTO) anode | SCiB Rechargeable battery 2 0
Slide 21: Toshiba / CBMM Titanium-Niobium Battery
Toshiba / CBMM Titanium-Niobium Battery Using Niobium Titanium Oxide (NTO) as a next-generation anode material Toshiba have been focusing our attention on the possibility of Niobium Titanium Oxide (NTO) as a next-generation anode material that will help increase the battery capacity while maintainin
Slide 22: Toshiba / CBMM Titanium-Niobium Battery
Toshiba / CBMM Titanium-Niobium Battery Toshiba: Niobium Titanium Oxide (NTO) anode | SCiB Rechargeable battery 2 2
Slide 23: Toshiba / CBMM / Sojitz
Toshiba / CBMM / Sojitz At the Signing Ceremony for the Joint Development Agreement. From left to right: Toshiba Infrastructure Systems' Director Shun Egusa, CBMM's CTO Marcos Stuart, and Sojitz EO Masaaki Bito (June 19th, 2018) Toshiba: Joint Research and Development Agreement on Lithium-ion Batter
Slide 24: Summary Highlights
Summary Highlights ✓ Tantalum facing a critical supply shortage as demand rises ✓ World-class tantalum and niobium project ✓ Advanced project with significant work complete ✓ Low-cost potential producer of tantalum & niobium oxides ✓ Fully serviced site in mining-friendly British Columbia, Canada ✓
Slide 25: Thank You
Thank You Thank You