Neometals Ltd · ASX:NMT
Neometals — RIU Explorers Conference 2022
20 slides from Neometals's conference presentation, Feb 15, 2022
Slide 1: Greener materials for future generations
For personal use only Greener materials for future generations Neometals RIU Explorers Presentation ASX Code: NMT | OTC/Nasdaq Intl: RDRUY | Frankfurt: 9R9
Slide 2: Disclaimer
DISCLAIMER For personal use only Summary information: Not financial product advice: This document has been prepared by Neometals Ltd (“Neometals” or “the This document is for information purposes only and is not financial product Company”) to provide summary information about the Company and its or
Slide 3: Executive Summary
EXECUTIVE SUMMARY Neometals innovatively develops opportunities in minerals For personal use only and advanced materials essential for a sustainable future. Innovative Focus on Suite of growth Project Strong team with ASX-listed circular, projects supporting commonality - track-record of project sus
Slide 4: Three core businesses all reaching investment decisions in 2022
THREE CORE BUSINESSES ALL REACHING INVESTMENT DECISIONS IN 2022 CORE PROJECTS ALL AT MATURE STAGES OF DEVELOPMENT. For personal use only LITHIUM HYDROXIDE PROJECT FOLLOWING HOT ON THE HEELS LITHIUM-ION VANADIUM ELi LITHIUM BARRAMBIE BATTERY RECOVERY HYDROXIDE TITANIUM RECYCLING (50:50 (Earning into
Slide 5: Diversified ESG aligned portfolio
DIVERSIFIED ESG ALIGNED PORTFOLIO INTEGRATED MINERALS / MATERIALS FOR EV AND ESS SECTORS TO DECARBONISE THE SUPPLY CHAIN For personal use only ASX: NMT neometals.com.au 5
Slide 6: Aligned management team with a track record of project development
ALIGNED MANAGEMENT TEAM WITH A TRACK RECORD OF PROJECT DEVELOPMENT For personal use only • Team with growing track Total Shareholder Returns(1) MT MARION DEVELOPMENT CASE STUDY – record in delivering project Annualized TSR Over the Last 5-years Identify, Innovate, Integrate, Partner outcomes – Mt Ma
Slide 7: Sustainability
SUSTAINABILITY For personal use only Neometals is committed to optimising finite resources with circular practices to benefit society and the environment for a sustainable future. • All projects, particularly EU, focused on materials for decarbonisation and the clean energy revolution • Further – to
Slide 8: Corporate Dashboard
CORPORATE DASHBOARD NEOMETALS HAS SIGNIFICANTLY OUTPERFORMED THE ASX200, WITH LTM SHARE PRICE APPRECIATION OF 351% AND A$82M For personal use only RETURNED VIA DIVIDENDS AND BUY BACKS IN THE LAST ~5 YEARS ASX: NMT OTC:RDRUY Shares on Issue(1) m 548.4 Share Price A$ 1.41 12 MONTH SHARE PRICE PERFORMA
Slide 9: How to address the emerging 'carbon shock' of EVs
HOW TO ADDRESS THE EMERGING ‘CARBON SHOCK’ OF EV’S For personal use only EV’S START LIFE WITH LARGER CO2 FOOTPRINT THAN COMBUSTION ENGINE CARS. MAJORITY OF KEY CRITICAL RAW MATERIALS ALL TARGETED BY NEOMETALS RECYCLING EFFORTS EV’s TAKE +5 YRS TO REACH CARBON PARITY Source: Vehicle Manufacturing CO2
Slide 10: Sustainable recovery projects provide unparalleled exposure to new energy megatrend commodities
SUSTAINABLE RECOVERY PROJECTS PROVIDE UNPARALLELED EXPOSURE TO NEW ENERGY MEGATREND COMMODITIES For personal use only 2050 ANNUAL TECHNOLOGY MINERAL DEMAND AS PERCENTAGE OF 2018 PRODUCTION – 5 OF TOP 6 REPRESENTED 600% LITHIUM-ION BATTERY RECYCLING BUSINESS (Primobious 50:50 JV) 500% VANADIUM RECOVE
Slide 11: Downstream – Materials Processing: Li-ion Battery Recycling Process
For personal use only DOWNSTREAM – MATERIALS PROCESSING Li-ion Battery Recycling Process 100% Neometals (SMS group earning 50%) Primobius GmbH – Commercialisation Incorporated 50:50 JV with SMS group ASX: NMT neometals.com.au 11
Slide 12: Issue and Opportunity
ISSUE OPPORTUNITY For personal use only RECYCLING NOT OPTIONAL, NEEDED TO ENORMOUS TAILWINDS BEHIND LIB RECYCLING. DECARBONISE SUPPLY CHAIN HUGE TAM • Solution to OEM’s needing to meet regulations • Strategic supply chain resilience • Support to circular economy Fire Risk Pollution (GHG) Landfill Ma
Slide 13: Neometals Solution
NEOMETALS SOLUTION For personal use only 5 YEARS OF PROCESSING R&D BACKED BY GERMAN ENGINEERED PLANT BUILDERS. SAFE, ENVIRONMENTALLY- FRIENDLY PROCESS PRODUCING HIGH PURITY, LOW CARBON BATTERY MATERIALS ASX: NMT neometals.com.au 13
Slide 14: Business Model
BUSINESS MODEL MULTIPLE REVENUE GENERATION OPPORTUNITIES VIA FLEXIBLE OPERATING MODEL For personal use only • Target industrial scale feed volumes direct from OEM’s • Primobius JV to enact global rollout • Pipeline of commercial opportunities – including Stelco license and option in NA • Primobius u
Slide 15: Status
STATUS PRIMOBIUS’ DEVELOPMENT READINESS DOVETAILS WITH AN EXPLOSION For personal use only OF ELECTRIC VEHICLE AND CELL MANUFACTURING PLANTS ASX: NMT neometals.com.au 15
Slide 16: Status: First shredding commercial operations pending Q1 2022
STATUS FIRST SHREDDING COMMERCIAL OPERATIONS PENDING Q1 2022. PIPELINE OF ADDITIONAL COMMERCIAL OPPORTUNITIES MATURING For personal use only Accelerated market entry Basis for Commercial underway Evaluations 10tpd Shredder 50tpd Integrated 50tpd Integrated Integrated Plant Type Shredding Shredding S
Slide 17: Next Steps
NEXT STEPS For personal use only ASX: NMT neometals.com.au 17
Slide 18: Investment Case
INVESTMENT CASE For personal use only 1 Auto OEMs and Batterymakers Require a LiB Recycling Solution Global volume of ‘end of life’ LIBs available for recycling expected to grow at 18.8% per annum over the next ~10 years(1). Highlighted by Stelco whole of vehicle recycling business model. Environmen
Slide 19: Company Highlights
COMPANY HIGHLIGHTS NEOMETALS IS AN ATTRACTIVE INVESTMENT For personal use only Innovative processing technologies for sustainable advanced materials Clear strategy to commercialise with proven partnering business model Growing portfolio of ESG-aligned battery materials projects with near-term FID’s
Slide 20: Thank you
For personal use only ASX Code: NMT neometals.com.au Thank you.