NioBay Metals Inc. · TSXV:NBY
NioBay Metals — Investor Presentation (February 2017)
24 slides from NioBay Metals's investor presentation, February 2017
Slide 1: Corporate Presentation February 2017
CORPORATE PRESENTATION FEBRUARY 2017 Developing one of the most critical metals TSX-V: NBY 1
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains certain forward-looking statements under the provisions of Canadian securities laws, as well as historical information. Forward-looking statements include, but is not limited to, statements relating to the Company's strategy, goals and objectives
Slide 3: Company Profile
Company Profile Listed on the TSX-V: NBY Developing one of the most critical metals: Niobium Owns 100% of the James Bay Niobium Project located in Ontario STOCK INFORMATION DIRECTORS & MANAGEMENT Symbol NBY Serge Savard Chairman of the board Exchange TSX-V Claude Dufresne President & CEO Market Cap
Slide 4: Population is on the Rise
Population is on the Rise For the first time in history, half of the world’s population is living in cities Population to reach 9 billion by 2050 10 Billions of people 9 8 Urban 7 Rural 6 5 4 3 2 1 0 Source: UN World Urbanization Prospects 4
Slide 5: Urbanization is Changing the World
Urbanization is Changing the World By 2050, two-thirds of the global population will live in urban areas Source: UN World Urbanization Prospects 5
Slide 6: Steel is at the Core of Urbanization
Steel is at the Core of Urbanization Steel is the material of choice for modern development Strong Ductile Durable 100% Recyclable Cost Effective Safe 6
Slide 7: Niobium an Undeniable Ally for Steel
Niobium an Undeniable Ally for Steel By adding it in steelmaking process Niobium improves steel properties Stronger Tougher Lighter More flexible Easier to weld Reduces GHG emissions 7
Slide 8: Niobium is Everywhere
Niobium is Everywhere Automotive Bridges High-rise O&G Pipelines Aerospace (structure, body) (beams, rods) buildings (jet engine, rivets) Stainless steel Tools Medical Electronics Jewelry (Exhaust) (MR, implants) (semiconductors) 8
Slide 9: Niobium a 'green' metal
Niobium a ‘green’ metal 5% liters/km economy $10 of Niobium Mid-size vehicle $25M & 15,000 15,000 tons tons savings 0.02% of Niobium Øresund bridge 9
Slide 10: Niobium Demand by Region
Niobium Demand by Region Europe & CIS Japan North America South China Korea India Africa & Middle East South America 2021 projected world consumtion 100 000 t FeNb Note: About 3,000 t are not included in the picture (other Asia & Australia) Source: Camet Metallurgy Inc 10
Slide 11: Demand is Growing
Demand is Growing The amount of Niobium used per ton of steel is rising Niobium demand could double if China catches-up Crude Steel Production vs Niobium Intensity of Use, 2016 g FeNb / t Steel 140 Americas 120 100 South Korea Japan Europe & CIS 80 60 40 20 China India 0 0 100 000 200 000 300 000 40
Slide 12: Global Supply
Global Supply Only 3 producers sharing global demand for over 40 years Key end-users rely 100% on imports Niobec Resources (M tonnes) 75 39 +800 9% Grade (%Nb2O5) 0.53 0.93 2.50 Recoverable Unit (kg Nb2O5/t milled) 3.2 3.9 15 Araxa 80% Catalao 11% Source: Camet Metallurgy Inc 12
Slide 13: High Value Niobium Assets
High Value Niobium Assets Recent M&A transactions reflect the appetite from Asian entities 2011-2012 : $US 3.9B 30% Araxa mine (5.6 x EBITDA) 2014 : $US 500M 100% Niobec mine 2016 : $US 1.7B 100% (10.3 x EBITDA) Catalao + Phosphate mine Source: Bloomberg 13
Slide 14: Niobium Prices are Stable
Niobium Prices are Stable Niobium is one of the only commodity which price remained fairly stable in recent years $50 USD/kg Nb World average FeNb price (converted in USD) $45 $40 $35 $30 Between 2006 and 2008, the price of ferroniobium US dollar strength towards the Yen, increased to address what a
Slide 15: Niobium Prices are Stable
Niobium Prices are Stable FeNb prices remained stable in local currencies 50 € ¥4 000 45 € ¥3 500 40 € ¥3 000 35 € 30 € ¥2 500 25 € ¥2 000 20 € ¥1 500 15 € ¥1 000 10 € 5€ ¥500 0€ ¥0 EU/CIS Japan 15
Slide 16: James Bay Niobium Project
James Bay Niobium Project Moose River, Moose Factory
Slide 17: Project Location
Project Location James Bay Lowlands, Northeast Ontario, Canada 40 km southeast of the town of Moosonee Moosonee James Bay Niobium 110 km northwest of the Detour Gold mine Detour Gold 17
Slide 18: Infrastructure
Infrastructure James Bay Moosonee Rail (ONR) < 40 km Renison station James Bay Niobium Crown Mining Lease Wetum road 18
Slide 19: James Bay Niobium History
James Bay Niobium History Discovered in 1966 Historical estimate of 62Mt @ 0.52% Nb2O5 established by Bechtel Canada Ltd. in 19671 Open at depth Major exploration work carried from 1967 to 1969 14,000 meters of drilling at an average depth of 170 meters in 85 holes, in sections of 61 meters interval
Slide 20: Surface Plan
Surface Plan SECTION 8N SECTION 00 0.3-0.5% Nb2O5 0.5-0.9% Nb2O5 Inside red dash line: 62 M tonnes @ 0.52% Nb2O51 Unit 6 (red): High-grade zone 0.5 - 0.9% Nb2O51 Unit 5 (orange): Medium-grade zone 0.3 - 0.5% Nb2O51 1: NioBay Metals has not yet undertaken the work necessary to verify or classify the
Slide 21: Section 00
Section 00 0.3-0.5% Nb2O5 0.5-0.9% Nb2O5 1: NioBay Metals has not yet undertaken the work necessary to verify or classify the historical estimates, the historical drilling and the metallurgical tests. Economic studies completed in the 1960s does not mean the James Bay Niobium deposit would be found
Slide 22: Strategy and Timeline
Strategy and Timeline NioBay’s objective is to penetrate the market with around 5% of the market share Acquisition 43-101 Resource Re-log and analyse Drilling PFS release Start construction PEA release DFS release 2016 2017 2018 2019 2020 2021 Acquisition Production $8 million ~C$20 million 22
Slide 23: Summary
Summary Niobium is an essential strategic and critical metal in modern urbanisation Reduce emissions of greenhouse gases Highly sought after assets Growing demand and stable prices Well located project near key infrastructures Aims to become the second producer in North America and the fourth- large
Slide 24: Developing one of the most critical metals
Developing one of the most critical metals Claude Dufresne 1693 St-Patrick Street, President & CEO Suite 106, Montreal (Quebec), Canada, H3K 3G9 Tel: (514) 866-6500 www.niobaymetals.com
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