Neometals Ltd · ASX:NMT
Neometals — RIU Fremantle February 2023
26 slides from Neometals's conference presentation, Feb 16, 2023
Slide 1: Green Battery Materials – RIU Fremantle February 2023
For personal use only Green Battery Materials RIU Fremantle – February 2023 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au
Slide 2: Disclaimer
Disclaimer For personal use only Summary information: Investment risk: This document has been prepared by Neometals Ltd (“Neometals” or “the Company”) to provide An investment in securities in Neometals is subject to investment and other known and unknown risks, summary information about the Company
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: Core Battery Materials Business Snapshot
Core Battery Materials Business Snapshot For personal use only Lithium-ion Vanadium Lithium Battery Recovery Chemicals Business Unit Recycling Co-operation Agreement for Reed Advanced Materials (“RAM”) 70:30 50:50 Incorporated JV 50:50 Incorporated JV Incorporated JV Business Unit Partners 30% Co-op
Slide 5: 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 6: Corporate Dashboard
Corporate Dashboard For personal use only NEOMETALS HAS SIGNIFICANTLY OUTPERFORMED THE ASX200 A$82M RETURNED VIA DIVIDENDS AND BUY BACKS IN THE LAST ~5 YEARS 5-Year TSR(3) ASX: NMT OTC:RDRUY 12 MONTH SHARE PRICE PERFORMANCE Shares on Issue(1) m 552.7 2.00 20,000 Share Price A$ 0.86 1.80 18,000 Marke
Slide 7: Lithium-ion Battery (LiB) Recycling
For personal use only Lithium-ion Battery (LiB) Recycling Intellectual Property Holding Company 50% Neometals / 50% SMS group Primobius GmbH – Commercialisation Incorporated 50:50 JV with SMS group ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 7 neometals.com.au
Slide 8: Aim is to be leading provider of recycling solutions to OEM's
Aim is to be leading provider of recycling solutions to OEM’s For personal use only OUR SCALABLE PLANT SOLUTIONS ADDRESS GROWING VOLUMES OF PRODUCTION SCRAP AND END-OF-LIFE BATTERIES ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 8 neometals.com.au
Slide 9: European Regulation Driving Automakers to "Close the Loop"
European Regulation Driving Automakers to “Close the Loop” For personal use only AIM TO BE THE FIRST TO BE FULLY COMPLIANT WITH ALL EU BATTERY REGULATIONS FOR LIB RECYCLING, ON TRACK FOR 2026 Current TRL Copper Recovery 87.4% Nickel total recovery 84.4 % Cobalt total recovey 82.3 % Lithium total rec
Slide 10: Recycling = lowest cost materials
Recycling = lowest cost materials For personal use only APPROX. 80% OF THE COST OF LITHIUM-ION BATTERIES IS IN THE RAW MATERIALS ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 10 neometals.com.au
Slide 11: Recycling = secure, resilient raw material supply chains
Recycling = secure, resilient raw material supply chains For personal use only Supply Deficits for Key By 2040, Recycled LCE will be Recovered Material the main source of Lithium (% of Demand 2040) 100% Emergence of 2028 2032 2026 supply deficit 80% 63% 60% 43% Recycled 40% 20% 18% - Li Co Ni Source
Slide 12: Recycling = greenest raw materials
Recycling = greenest raw materials For personal use only OUR PROCESSING TECHNOLOGY REDUCES THE CO2 FOOTPRINT BY >80% VS MINED RAW MATERIALS Source: Duesenfeld ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 12 neometals.com.au
Slide 13: Our patent-pending recycling solution
Our patent-pending recycling solution 1. PRIMOBIUS’ FULLY CERTIFIED DISPOSAL SERVICE IN HILCHENBACH, GERMANY SERVICES ALL OEM SUPPLY CHAINS For personal use only 2. PRIMOBIUS’ AWARD-WINNING TECHNOLOGY WILL DELIVER BATTERY MATERIALS WITH LOWEST CARBON FOOTPRINT 13 16 February 2023
Slide 14: Primobius equipment solutions backed by SMS group
PRIMOBIUS EQUIPMENT SOLUTIONS BACKED BY SMS GROUP S EQUIPMENT SOLUTIONS BACKED BY SMS GROUP Primobius equipment solutions backed by SMS group SMS IS A 140 YEAR-OLD LEADING GERMAN PLANT BUILDER, 14,500 EMPLOYEES IN 95 SITES AROUND THE WORLD, PRODUCTION FACILITIES IN EUROPE, NORTH AMERICAN, INDIA AND
Slide 15: Our flexible business models deliver lowest total cost of recycling
Our flexible business models deliver lowest total cost of recycling For personal use only Operational Model Revenue Model Primobius provides Disposal fee charged LIB disposal service per tonne and sale of 1 recovered materials Lower total cost of recycling Principal A DIFFERENTIATED Build integrated
Slide 16: Commercial Pipeline
Commercial Pipeline* For personal use only Operational Targeted Growth Plan Scale Up Opportunity Total Addressable Market (US$bn) % End of Life / Warranty Volumes 50 ~95% ~80% ~92% 40 Capacity: 10tpd Spoke Capacity: 50tpd Integrated Plant type: Shredding Plant type: Shredding/Refining 30 Products: B
Slide 17: Hilchenbach Spoke – establishing market share in EU
Hilchenbach Spoke – establishing market share in EU RAMPING UP TO LICENCED CAPACITY <10tpd IN SEPQ 2023, SECURED BASELOAD FEED FORCY 2023 FROM For personal use only GERMAN OEM SUPPLY CHAIN ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9 neometals.com.au 17
Slide 18: Partnership with Mercedes-Benz Cont'd
Partnership with Mercedes-Benz Cont’d COOPERATION AGREEMENT WITH MERCEDES-BENZ (LICULAR GMBH)* MERCEDES-BENZ TARGET CELL PRODUCTION** For personal use only 200 GWh ~3.5% • One of the leading premium global automotive players of Global having produced 2.3 million vehicles in 2021 Vehicle Sales • Targ
Slide 19: Partnership with Stelco
Partnership with Stelco TECHNOLOGY LICENSE AND JV OPTION (≤50%) WITH STELCO IN STELCO IS POSITIONED TO BE A LEADER IN THE ELECTRIC For personal use only NORTH AMERICA* VEHICLE CIRCULAR ECONOMY in North America Option to acquire 25-50% of the equity* • Recycling venture to offer a holistic end-of-lif
Slide 20: Primobius Greenfields Integrated Refinery - Germany
Primobius Greenfields Integrated Refinery - Germany EVALUATION OF A FUTURE INTEGRATED OPERATION IN GERMANY For personal use only • Staged Engineering and Cost Study (“ECS”) will deliver Operating & Capital Costs for a 50 tpd (~20,000 tpa) integrated operation covering: • Inbound LIB storage • Discha
Slide 21: Robust Economics Across Key Battery Chemistries
Robust Economics Across Key Battery Chemistries For personal use only Disclosed capital costs include land, plant, buildings, plant and equipment, installation, infrastructure, pre-production, EPC costs and contingency New design includes Europe’s first integrated module discharge and disassembly op
Slide 22: Indicative Timeline – LiB Recycling
Indicative Timeline – LiB Recycling For personal use only MarQ 2023 JunQ 2023 SepQ 2023 DecQ 2023 1H 2024 Spoke Plant Supply Hub Plant Supply Commence Commence Commence Agreement for MB* Agreement for MB* installation of Commissioning Commissioning Hub Spoke for MB* Spoke for MB* for MB* ECS for 50t
Slide 23: Unique Positioning for Rapid Growth
Unique Positioning for Rapid Growth For personal use only ✓ Underpinned by the recovery of key ✓ Early mover advantage to deliver battery materials with their attractive industrial LiB hydromet recycling outlook ✓ Rapidly growing TAM as EOL ✓ Potential to capture premiums for Robust Early Mover batt
Slide 24: Company Highlights
Company Highlights Neometals is an attractive investment at the forefront of the low carbon production of battery materials via recycling For personal use only Growing portfolio of ESG-aligned, sustainable battery materials businesses with near- term decision points Proprietary green processing tech
Slide 25: Thank you.
For personal use only Thank you. neometals.com.au ASX: NMT | AIM: NMT | OTC: RDRUY | DEU: 9R9
Slide 26: Sustainability
Sustainability Neometals is committed to optimising finite resources with circular practices to For personal use only benefit society and the environment for a sustainable future • Focus on production of sustainable battery materials - reducing reliance on new mined materials. • Commercialising inte