NioBay Metals Inc. · TSXV:NBY
NioBay Metals — Investor Presentation (March 2023)
33 slides from NioBay Metals's investor presentation, March 2023
Slide 1: Corporate Presentation March 2023
Corporate Presentation March 2023 (On James Bay niobium project)
Slide 2: Forward Looking Statements
Forward Looking Statements The reader is advised that the PEA summarized in this presentation is preliminary in nature and is intended to provide an initial, high-level review of the project’s economic potential and design options. The PEA mine plan and economic model includes numerous assumptions a
Slide 3: Disclaimer
Disclaimer NI 43-101 is a rule developed by the Canadian Securities Administrators that establishes standards for all public disclosure an issuer makes of scientific and technical information concerning mineral projects. Unless otherwise indicated, all reserve and resource estimates referred to or c
Slide 4: About Us
About Us
Slide 5: Corporate Overview
Corporate Overview • NioBay is a public company developing the Corporate Structure world-class James Bay Niobium project and Share Price $0.20 Crevier Niobium and Tantalum Project Shares Outstanding 71 M • Our vision is to become a niobium producer Fully Diluted 83 M that applies leading ESGI practi
Slide 6: Board of Directors
Board of Directors Jean-Sebastien David, P. Geo. - President, Dawn Madahbee Leach - Director CEO and Director General Manager Waubetek Business Arianne Phosphate, Osisko, Iamgold, Cambior, Louisiana-Pacific. Development/First Nations Serge Savard - Chairman .Raymond Legault - Director Former NHL pla
Slide 7: Management
Management Claude Dufresne, P. Eng. - Consultant Anthony Glavac, CPA, CA - CFO + 20 years Nb business: Iamgold, + 17 years financial reporting: Osisko Camet, Cambior Metals, Falco Resources, KPMG Marc Pothier,LL.B - VP Legal & Corporate Se Phil Sutherland, Indigenous Advisor + 20 years expertise Min
Slide 8: Niobium A Green Metal
Niobium A Green Metal NioBay!
Slide 9: Niobium
Niobium • Niobium is a naturally occurring refractory transition metal with impressive characteristics • Niobium is used in alloys to make steel usage more efficient • Stronger, lighter and corrosion resistant • Niobium is now being utilized as a battery metal Primary markets Structures Wind Turbine
Slide 10: Niobium - A battery Metal
Niobium - A battery Metal • Niobium-based batteries will revolutionize the Battery market • Super-Fast charging and discharging rate ( <6 minutes) • Increased energy density of batteries 6 minutes charge • More power and increased range • Improves performance at low temperatures • More charging cycl
Slide 11: Niobium Battery Technology
Niobium Battery Technology • Current players TSXV:NBY OTCQB:NBYCF 11
Slide 12: Modern Battery Technology
Modern Battery Technology © Lithium Carbon Oxide (LCO - LiCoO,) Lithium Niobium Oxide (Li;NbO,) Lithium Manganese Oxide LMO — LiMn,O,) Lithium Iron Phosphate (LFP —LiFePO,) Lithium Nickel Manganese Oxide (NMC — LiNiMnCo0;) Lithium Nickel Cobalt Aluminum (NCA —LiNiMnAlO,) QcWatt Charge (energy storag
Slide 13: Niobium Battery – Market Anode and more
Niobium Battery –Market Anode and more E-Ferry/Marine ConsumerFast Charge E- ESS for the Grid 1% Buses E-Bikes 1% (Frequency 1% Drones 3% Regulations) 2% Premium Beauty 11% Products 3% Power Tools 11% Nb Battery Starter Batteries 8% Mild Hybrid 4% Sport Cars 1% Hybrid Vehicles 54%
Slide 14: Battery Industry Structure
Battery Industry Structure Lithium, nickel, Lithium Active material, Cylindrical, Pack design Load ‘profile Residual cobalt, carbonate vs conductive pouch, prismatic capacity o manganese, hydroxide additives, Thermal Environmental Ss copper, binders Size, capacity management conditions Safety R=] al
Slide 15: James Bay Niobium Project
James Bay Niobium Project NioBay’!
Slide 16: James Bay Niobium Project
James Bay Niobium Project Description Project Map • 42 km south of Moosonee, in the James Bay Lowlands, Ontario, Canada • Airport (2 runways, 1.2km & 1km) • Rail line from Cochrane • Powerline 38 km away • Winter Road (Wetum Road) – 12km away • Located within Moose Cree First Nation Homeland • Miner
Slide 17: James Bay Niobium PEA Highlights
James Bay Niobium PEA Highlights Production limited to <5% world demand Scenario Mine Life Nb Production Post-Tax NPV8% Post-Tax IRR Open pit 30 Years 5,470 tpa C$1,008 M 27.5% Open pit & C$856 M 27.0% 23 years 6,213 tpa underground Underground 23 years 6,283 tpa C$733 M 21.6% TSXV:NBY OTCQB:NBYCF 1
Slide 18: James Bay Niobium Economic Impact
James Bay Niobium Economic Impact (open pit or hybride) • C$500 M capital investment • C$3.8 B operating costs • C$300-$400 M sustaining capital • C$7 B GDP impact • 400 high-paying jobs • 23-30 years of mine life • High potential to extend mine life • C$718 M federal taxes • C$479 M provincial taxe
Slide 19: Scenario 1 – Open Pit
Scenario 1 – Open Pit (Not desired by the community) Surface Infrastructure – with river diversion Processing Plant Tailing Cell 1 Tailing Cell 2 Scenario 1 Features: • Pit Waste Pile • Length: 1190m Ore Stockpile • Depth: 330m Overburden Pit • Width: 744m W: 744m • Overburden Slope: 26o D: 330m Dam
Slide 20: Scenario 2 – Open Pit & Underground
Scenario 2 – Open Pit & Underground (A good scenario if we don’t want to open other quarry plant for roc and gravel) Underground Infrastructure Surface Infrastructure Tailing Cell 2 282m Ramp Processing Plant Tailing Cell 1 283m 248m Ore Stockpile Waste Pile Ramp Scenario 2 Open Pit Dimensions Overb
Slide 21: Scenario 2 – Open Pit & Underground
Scenario 2 – Open Pit & Underground (Best scenario to minimize the foot print) Underground Cross-Section South View Scenario 2 Underground Dimensions • West Section – 88m from surface • East Section – 143m from surface • Length: 862m • Depth: 248-283m • Width: 282m Area never drilled • We will have
Slide 22: Scenario 3 – Underground (ramp)
Scenario 3 – Underground (ramp) Underground Cross-Section South View Scenario 3 Underground Dimensions • West Section – 88m from surface • East Section – 88m from surface • Length: 862m • Depth: 248-283m • Width: 282m Future Exploration Area TSXV:NBY 22
Slide 23: Niobec
Niobec TSXV:NBY OTCQB:NBYCF 23
Slide 24: Project Development
Project Development Completed Updated Protection Completed 3 090 m phase 1 mineral Delivered Agreement drilling program metallurgical resource positive PEA with MCFN test work estimate Environment Initiate pre- Development 12 000 m infill drilling Metallurgical baseline feasibility Protocol/JV progr
Slide 25: Trend Analysis
Trend Analysis % Nb2O5 Unexplored area TSXV:NBY 25
Slide 26: 2022 drill results
2022 drill results TSXV:NBY 26 26
Slide 27: Niobium & The Market
Niobium & The Market Photo by RHJ
Slide 28: Niobium Supply
Niobium Supply Capacity 100,000 tpy Nb Capacity 7,000 tpy Nb 8% +500M t @ 2.5% Nb2O5 +75M t @ 0.56% Nb2O5 Cost: <10$/kg Nb (price setter) Cost: 19$/kg Nb 11% Araxa, Brazil Quebec, Canada 80% Others Capacity 8,500 tpy Nb Capacity estimated 1,500 tpy 50M t @ 1% Nb2O5 Poorer quality Cost: +12$/kg Nb, R
Slide 29: Niobium Demand
Niobium Demand Steel Grade Niobium only 170 000 150 000 130 000 Tonnes Nb 110 000 90 000 70 000 Financial Crisis COVID-19 6% CAGR 50 000 Actual Capacity 30 000 Source: HIS Markit / Company forecasts TSXV:NBY OTCQB:NBYCF 29
Slide 30: Niobium Prices
Niobium Prices Steel grade niobium 55 50 PEA pricing 45 USD / kg Nb 40 Financial Crisis COVID-19 35 Forecasts 30 25 Source: HIS Markit / Company forecasts TSXV:NBY OTCQB:NBYCF 30
Slide 31: Marketing Strategy
Marketing Strategy Sale FeNb (t Nb) James Bay Project aims to produce 5% of world supply 250 000 200 000 CBMM sales continue to grow – No action anticipated 150 000 100 000 50 000 - 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 World James Bay CBMM Source: Came
Slide 32: Marketing Strategy
Marketing Strategy Looking to become the NEXT producer with 5% market share 90% 6,0% 5,5% 85% 5,0% Step-Up possibility ? 4,5% 80% 4,0% 75% 3,5% 3,0% 70% 2,5% James Bay Sand Box 65% 2,0% 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 CBMM Step-Up James Bay TSXV:N
Slide 33: Jean-Sebastien David, President, CEO & Director
Jean-Sebastien David, P.Geo. MPM. President, CEO & Director NioBay Metals Inc. [email protected]