Neometals Ltd · ASX:NMT
Neometals — Paydirt's 2025 Critical Battery Minerals Conference
22 slides from Neometals's conference presentation, Apr 29, 2025
Slide 1: Battery Materials: Pioneering Innovation, Ready for the Revival
Battery Materials: For personal use only Pioneering Innovation, Ready for the Revival Paydirt’s 2025 Critical Battery Minerals Conference | 29 April 2025 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 neometals.com.au
Slide 2: Important Notices and Disclaimer
Important Notices and Disclaimer This presentation has been prepared and issued by Neometals Ltd (Neometals, or the Company) to projections and any other financial information derived therefrom. You must conduct your own provide summary information about the Company’s current activities, as at the d
Slide 3: Neometals is Leveraged to the Energy Storage Thematic
Neometals is Leveraged to the Energy Storage Thematic Lithium and Vanadium have the highest forecast demand growth to 2050, driven by EVs and BESS Lithium Battery Lithium Vanadium Business Unit For personal use only Recycling Chemicals Recovery Process to produce high- Building turn-key recycling Pr
Slide 4: Management Focus
Management Focus Commercialise Li Ni Industrial validation through installation and LiB Recycling Co Cu commissioning MB Plant in Germany For personal use only • Secure Partner for ELi ProcessTM Partner ELi,V Demonstration Plant Li & V Recovery • Secure Finance Partners for V Recovery Plant in Finla
Slide 5: Corporate Dashboard
Corporate Dashboard ASX: NMT OTCQX: NMTAY Shares on Issue (1) m 769.4 Share Price A$ 0.061 Market Capitalisation A$m 46.9 SHARE PRICE PERFORMANCE Cash (31-Mar-25) (2) A$m 7.1 Debt (31-Mar-25) (2) A$m – 180 30 For personal use only Investments (31-Mar-25) (2) A$m 10.0 160 25 Share Sales (m) 140 BROKE
Slide 6: Building world-class Lithium-ion Battery (LiB) Recycling Plants
For personal use only Building world-class Lithium-ion Battery (LiB) Recycling Plants ASX: NMT | OTCQX: NMTAY | DEU: 9R9 66 neometals.com.au
Slide 7: Opportunity – A High Growth, High Value Waste Stream
Opportunity – A High Growth, High Value Waste Stream • Lithium battery plants have high scrap rates for years + the batteries have a finite life – planned obsolescence • NMC batteries remain dominant cathode chemistry in EU and US • NMC batteries are a high-grade lithium concentrate (11.5% LCE) + ba
Slide 8: Satisfy Wants and Needs of LiB OEMs
Satisfy Wants and Needs of LiB OEMs 1 Licence to Operate 2 Low Cost 3 For personal use only Low Carbon Note: C1 cash costs net Ni/Co by product credit Source: Primobius July 2023 ECS (operating cost and production), Consensus Economics Source: Argonne National Laboratory (Battery Compositions), Prim
Slide 9: Unique Solution to Maximise Market Penetration
Unique Solution to Maximise Market Penetration • Supply plants to EV and LIB OEMs rather than compete against them • Primobius - Up-front plant supply margins – capital-light, lower-risk • ACN 630 - Royalty stream on end-product value recovered over plant life For personal use only ACN630 Technology
Slide 10: Mercedes-Benz
Mercedes-Benz • Long-term relationship with marquee OEM • Industrial validation to reach 'Product Readiness', which would form the basis for a global offer of commercial scale plants For personal use only Partnership Cooperation agreement with Mercedes-Benz (2022)1 • Long-term (5yr) R&D collaboratio
Slide 11: Lithium Chemicals – ELi Process Technology
For personal use only Lithium Chemicals ELi Process Technology Reed Advanced Materials (“RAM”) 70% Neometals / 30% Mineral Resources Ltd ASX: NMT | OTCQX: NMTAY | DEU: 9R9 11 neometals.com.au
Slide 12: BESS is the future driver of lithium/vanadium demand
BESS is the future driver of lithium/vanadium demand LFP BESS prices <US$100/KWh have PV+BESS at parity with Competitive prices are driving adoption and growth in fossil fuels mobility and stationary storage sectors Global Li-ion Battery Demand by Sector (GWh) For personal use only . Source: Interna
Slide 13: ELi Process - Lithium Hydroxide Direct from Brines
ELi Process - Lithium Hydroxide Direct from Brines1 Patented, low-cost solution for converting lithium chloride Estimated Opex Comparison (Conversion to LHM) from brines and minerals directly to lithium hydroxide 6,000 5,000 • Highly efficient process targets production of battery-quality 4,000 US$/
Slide 14: ELi Process – Positive Pilot Plant Results
ELi Process – Positive Pilot Plant Results Piloted on real South American brine eluate, validated bench testing on real and synthetic brine solutions Table 1 – Brine Sample Analysis (pre- and post purification)2 • Membrane Durability confirmed For personal use only Element Li mg/L Ca mg/L Mg mg/L B
Slide 15: Vanadium Recovery
For personal use only Vanadium Recovery Vanadium Recovery Process Technology 100% Neometals Vanadium Recovery Project 1 - Finland 86.1% Neometals 11.7% Critical Metals Ltd 2.2% EIT Raw Materials GmbH ASX: NMT | OTCQX: NMTAY | DEU: 9R9 15 neometals.com.au
Slide 16: VFB Demand Market Projections
VFB Demand Market Projections Vanadium Demand by Sector 600 100 % Thousands 450 75 % Tonnes (V) 300 50 % • Market projections forecast Vanadium Flow Battery (“VFB”) to 150 25 % For personal use only be the driving force behind future vanadium demand growth - - (refer RHS charts) 2020 2025f 2030f 203
Slide 17: VRP1 – First Circular Vanadium Development in EU
VRP1 – First Circular Vanadium Development in EU Recent EIT Raw Materials equity and option for ≤ 20% at €50M pre-money valuation to fund new project financing process1 – approved for EIB debt finance Location: Tahkoluoto Port, City of Pori, Finland Capital cost: ~314M USD 2 SSAB For personal use on
Slide 18: Strong Management and Advisory Team to Deliver
Strong Management and Advisory Team to Deliver Advisors Johanna Lamminen Darren Townsend CEO COO Equity advisors Legal Advisor Debt Advisor For personal use only Indicative Project Cost (€M)1 Highly experienced business leader and Mining Engineer with 30+ years. board professional development, m
Slide 19: Forward Plan
Forward Plan 01 02 Primobius LiB Recycling Plants Procure Partners for ELi & VRP For personal use only Progress installation and commissioning ELi progressing discussions with partners of 2,500 tpa lithium-ion battery (‘LiB’) for industrial validation through recycling plant for Mercedes-Benz. demon
Slide 20: Strong Team and Culture
Strong Team and Culture Non-Executive Board Steven Cole Doug Ritchie Les Guthrie Independent Jennifer Purdie Independent Independent Non-Executive Director Chairman Non-Executive Director Non-Executive Director For personal use only 40+ years in legal consultancy, 30+ years leadership across Senior
Slide 21: Right Values
Right Values Our six core values underpin all the Company’s activities and are reflected in For personal use only the acronym STRIDE ASX: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 21 neometals.com.au neometals.com.au
Slide 22: Neometals Ltd
For personal use only Neometals Ltd neometals.com.au ASX: NMT | OTCQX: NMTAY | DEU: 9R9 ASX: NMT | OTCQX: NMTAY | DEU: 9R9 22 neometals.com.au
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