Neometals Ltd · ASX:NMT
Neometals — Diggers and Dealers 2022
21 slides from Neometals's conference presentation, Aug 2, 2022
Slide 1: Greener Battery Materials
For personal use only Greener Battery Materials Diggers and Dealers 2022 Authorised for release by Christopher Reed, ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 Managing Director of Neometals ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 2: Disclaimer
Disclaimer For personal use only Summary information Financial data This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to provide summary All figures in this document are in Australian dollars (AUD) unless stated otherwise. information about the Company and its associate
Slide 3: Executive Summary
EXECUTIVE SUMMARY For personal use only Neometals is an emerging, sustainable battery materials producer. 3 business units Underpinned by ESG commitment. Focus on continuous Strong, growing team supporting energy proprietary, green, Recycling and development and with track-record of transition in th
Slide 4: Green Battery Materials Portfolio
Green Battery Materials Portfolio For personal use only • Focus on Europe and North America • Emerging as World’s 2nd and 3rd biggest battery producing regions ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au 4
Slide 5: Lithium-ion Battery (LiB) Recycling
For personal use only Lithium-ion Battery (LiB) Recycling Intellectual Property Holding Company 100% Neometals (SMS group earning 50%) Primobius GmbH – Commercialisation Incorporated 50:50 JV with SMS group ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au 5
Slide 6: More EVs = More Cells = More Scrap = More End-of-Life
More EVs = More Cells = More Scrap = More End-of-Life For personal use only Source: Benchmark Mineral Intelligence (Gigafactory cell capacity, June 2021 & Apr 2022) and Neometals Management (utilisation rate 75%, scrap rate 15%, 8 year battery life, and cell weight 4.5g/Wh) ASX: NMT | AIM: NMT | OTC
Slide 7: Need ST Capacity for Production Scrap and LT Scale for EOL
Need ST Capacity for Production Scrap and LT Scale for EOL For personal use only and why we chose to partner with global plant builder ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au 7
Slide 8: Essentially a base metal refinery adapted for batteries
Essentially a base metal refinery adapted for batteries For personal use only ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au 8
Slide 9: Intelligently designed to meet OEMs needs
Intelligently designed to meet OEMs needs PARTICIPANTS IN THE BATTERY VALUE CHAIN ARE LARGE OPPORTUNITY FOR SUNRISE For personal use only SEEKING SOLUTIONS TO REDUCE CO2 AND SATISFY HYDROMETALLURGICAL RECYCLING PROVIDERS REGULATORY / MORAL OBLIGATIONS • Solution to OEMs needing to meet proposed regu
Slide 10: Primobius Solution
Primobius Solution For personal use only NEOMETALS PROCESSING TECHNOLOGY BACKED BY LEADING GERMAN PLANT BUILDER, SMS GROUP SAFE, ENVIRONMENTALLY-FRIENDLY PROCESS PRODUCING HIGH PURITY, LOW CARBON BATTERY MATERIALS ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au 10
Slide 11: Strong rationale for aggressive scale-up
Strong rationale for aggressive scale-up For personal use only *For further information, refer to ASX release dated 7th May 2021 – “Lithium Battery Recycling - Outstanding Cost Estimates” and the assumptions set out therein. ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au 11
Slide 12: Flexible Business Models
Flexible Business Models PROVIDE SAFE DISPOSAL SERVICE, SCALE UP AND SHARE ECONOMICS WITH CELL MAKERS AND EV OEM’S For personal use only ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au 12
Slide 13: Status: Commercial Pipeline
Status: Commercial Pipeline For personal use only Plant size/type 10tpd Shredding 10tpd Shredding/refining 50tpd Shredding/refining 50tpd Shredding/refining Location/s Hilchenbach, Germany Kuppenheim, Germany Hamilton Works, Canada Japan Products Black mass Black mass and BGMS(1) Black mass and BGMS
Slide 14: Mercedes-Benz
Mercedes-Benz COOPERATION AGREEMENT WITH MERCEDES-BENZ (LICULAR GMBH)* For personal use only • Primobius providing engineering, supply and installation of equipment for a 2,500tpa recycling plant; • Primobius providing non-exclusive technology licence, know-how, staff training, engineering support a
Slide 15: Stelco
Stelco TECHNOLOGY LICENSE FOR NORTH AMERICA For personal use only AND OPTION TO ACQUIRE UP TO 50% IN STELCO BATTERY RECYCLING SPV* * For full details refer to Neometals ASX release dated 31st December 2021 titled “Battery Recycling - Binding Agreements with Stelco for NA” ASX: NMT | AIM: NMT | OTC:
Slide 16: Indicative Timeline – LiB Recycling
Indicative Timeline – LiB Recycling For personal use only May 2022 Jul 2022 Aug 2022 DecQ 2022 Dec 2022 Co-operation Commence Opex and Capex Opex and Capex Spoke Plant Supply Agreement with Mercedes-Benz Study for 50tpd Study for 50tpd Agreements for Mercedes-Benz Engineering and Spoke Plant in Hydr
Slide 17: Sustainability
Sustainability Neometals is committed to optimising finite resources with circular practices to benefit society and the For personal use only environment for a sustainable future. • Focus on production of sustainable battery materials - reducing reliance on mining with recovery and recycling • Comme
Slide 18: Experienced & Growing Team
Experienced & Growing Team For personal use only Steven Cole Chris Reed Dr Natalia Streltsova Dr Jennifer Purdie Les Guthrie Doug Ritchie Chair Managing Director / CEO Michael Tamlin Merrill Gray Jason Carone Darren Townsend Company Secretary / COO/Lithium Head of Recycling CDO/Vanadium CFO Jeremy M
Slide 19: Corporate Dashboard
Corporate Dashboard For personal use only NEOMETALS HAS SIGNIFICANTLY OUTPERFORMED THE ASX200 A$82M RETURNED VIA DIVIDENDS AND BUY BACKS IN THE LAST ~5 YEARS ASX: NMT OTC:RDRUY 12 MONTH SHARE PRICE PERFORMANCE Shares on Issue(1) m 548.4 2.00 20,000 Share Price A$ 1.17 1.80 18,000 Market capitalisati
Slide 20: Company Highlights
Company Highlights Neometals is an attractive investment. For personal use only Growing portfolio of ESG-aligned, sustainable battery materials businesses with near-term decision points Proprietary green processing technologies underpin low-cost, low- carbon product Clear strategy to commercialise w
Slide 21: Thank you.
For personal use only Thank you. neometals.com.au ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 21 neometals.com.au