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GREENWING RESOURCES LTD — Investor Presentation 2021
Nov 11, 2021
65029_rns_2021-11-11_54fb8cbd-8cb1-4541-9327-b83a466e85f6.pdf
Investor Presentation
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Comprehensive exposure to graphite, lithium and advanced materials as the global economy transitions to a lower carbon intensity
NOOSA MINING – UNEARTHED
10-12 November 2021
WWW.GREENWINGRESOURCES.COM
ASX:GW1 1
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Important Information
Disclaimer
This document has been prepared by Greenwing Resources Ltd ABN 31109933995 (the “Company”). It should not be considered as an invitation or offer to subscribe for or purchase any securities in the Company or as an inducement to make an invitation or offer with respect to those securities. No agreement to subscribe for securities in the Company will be entered into on the basis of this document. This document is provided on the basis that neither the Company nor its officers, shareholders, related bodies corporate, partners, affiliates, employees, representatives and advisers make any representation or warranty (express or implied) as to the accuracy, reliability, relevance or completeness of the material contained in the document and nothing contained in the document is, or may be relied upon as a promise, representation or warranty, whether as to the past or the future. The Company hereby excludes all warranties that can be excluded by law.
The document may contain forward-looking information and prospective financial material, which is predictive in nature and may be affected by inaccurate assumptions or by known or unknown risks and uncertainties and may differ materially from results ultimately achieved. All references to future production, production targets and resource targets and infrastructure access are subject to the completion of all necessary feasibility studies, permitting, construction, financing arrangements and infrastructure-related agreements. Where such a reference is made, it should be read subject to this paragraph and in conjunction with further information about the Mineral Resources and Exploration Results, as well as the Competent Persons' statements. All persons should consider seeking appropriate professional advice in reviewing the document and all other information with respect to the Company and evaluating the business, financial performance and operations of the Company. Neither the provision of the document nor any information contained in the document or subsequently communicated to any person in connection with the document is, or should be taken as, constituting the giving of investment advice to any person.
Forward Looking Statements
This document may contain certain forward-looking statements. Such statements are only predictions, based on certain assumptions and involve known and unknown risks, uncertainties and other factors, many of which are beyond the Company’s control. Actual events or results may differ materially from the events or results expected or implied in any forward-looking statement. The inclusion of such statements should not be regarded as a representation, warranty or prediction with respect to the accuracy of the underlying assumptions or that any forward-looking statements will be or are likely to be fulfilled. The Company undertakes no obligation to update any forward-looking statement to reflect events or circumstances after the date of this document (subject to securities exchange disclosure requirements). The information in this document does not take into account the objectives, financial situation or particular needs of any person. Nothing contained in this document constitutes investment, legal, tax or other advice.
Competent Person Statement
The information in this document that relates to Exploration Results, Exploration Targets and Mineral Resources is based on information compiled by Tim McManus, a Competent Person who is a member of the Australasian Institute of Mining and Metallurgy and a full-time employee of the Company.
Tim McManus has sufficient experience that is relevant to the style of mineralization and type of deposit under consideration and to the activity being undertaken to qualify as a Competent Person as defined in the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves. Tim McManus consents to the inclusion of the information in this document in the form and context in which it appears.
Subsequent Public Reporting
The information for the JORC Mineral Resource Summary is extracted from the ASX Announcement “41% Increase in Graphite Mineral Resource to Advance Plans for Large Scale Mining and Processing Operations” released 16 March 2021, which is available to view on www.asx.com.au. The Company confirms that it is not aware of any new information or data that materially affects the information included in the original market announcement and all material assumptions and technical parameters underpinning the estimates in the relevant market announcement continue to apply and have not materially changed. The Company confirms that the form and context in which the Competent Person’s findings are presented have not been materially modified from the original market announcements.
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Integrated Green Metals Company
En-route to becoming a fully integrated green metals company with a comprehensive exposure to graphite, lithium and advanced materials as the global economy transitions to a lower carbon intensity.
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Three-pronged
C
Strategy Li
Graphite
Lithium
Advanced
Materials
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Corporate Overview
$50m[*]
MARKET CAPITALISATION
$0.45[*] SHARE PRICE
Top 20 holders hold 42%
- as of 11 November 2021
$4.4m CASH at 30 Sept 2021
112m SHARES ON ISSUE
Top 20 Other
Significant board experience in developing, funding and operating projects from exploration to production.
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Greenwing Resources: International Footprint & Global Opportunities
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Comprehensive exposure to graphite, lithium and advanced materials.
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Board and Management experienced in:
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EUROPE
NORTH
AMERICA CHINA
JAPAN
INDIA
MADAGASCAR
Graphmada
Mining Complex
Millie’s Reward,
ARGENTINA Hard Rock Lithium
San Jorge Project
Lithium Brine Project
AUSTRALIA
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exploring, developing and operating industrial mineral projects.
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exporting and selling industrial mineral concentrates into major global markets.
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Researching and developing advance materials with a focus on expandable graphite, graphene and their end uses.
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Established track record of producing large flake graphite concentrates from a growing resource at Graphmada.
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AUSTRALIA
Advanced Materials R&D
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The Graphite & Lithium Market
Compelling Opportunity
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EV ADOPTION TO DRIVE BATTERY SURGE
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The Mineral Intensity of the Clean Energy Transition
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Graphite 54%
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San Jorge Lithium Brine Project
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The San Jorge Project[13,15 ] consists of 15 granted Exploration Licenses covering 36,000 hectares inclusive of the San Francisco Salar which covers some 2,800 hectares.
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San Jorge Lithium Brine Project
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Millie’s Reward Lithium-in-Spodumene Project
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Export Port Graphmada Millie’s Reward
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Millie’s Reward Lithium-in-Spodumene Project
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8 high priority prospects within the project area.
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High grade rock samples taken from within the project area.
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Graphite Project Overview
Graphmada Mining Complex, Madagascar
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Low Cost And Rapid Asset Growth
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?
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41%
57% 20.2
Mt
Notes: 60%
An Exploration Target is a statement or estimate of the exploration potential of a mineral
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deposit in a defined geological setting where the statement or estimate, quoted as a range of
tonnes and a range of grade, relates to mineralization for which there has been insufficient
exploration to estimate a Mineral Resource. The potential quantity and grade of the 9.1 Mt
Exploration Target is conceptual in nature, there has been insufficient exploration to
estimate an additional Mineral Resource and it is uncertain if further exploration will result 5.7 Mt
The Company confirms that it is not aware of any new information or data that materially Mt 2016 2017 2019 2021 2022
affects the information in the relevant ASX releases, and the form and context of the
announcement has not materially changed. The Company confirms that the form and
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Important Notes:
An Exploration Target is a statement or estimate of the exploration potential of a mineral deposit in a defined geological setting where the statement or estimate, quoted as a range of tonnes and a range of grade, relates to mineralization for which there has been insufficient exploration to estimate a Mineral Resource. The potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient exploration to estimate an additional Mineral Resource and it is uncertain if further exploration will result in the estimation of an additional Mineral Resource.
The Company confirms that it is not aware of any new information or data that materially affects the information in the relevant ASX releases, and the form and context of the announcement has not materially changed. The Company confirms that the form and context in which the Competent Persons findings are presented have not been materially modified from the original market announcements.
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Graphmada Stage 2 Expansion
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LARGE
FLAKE
PRODUCTION
FINE
FLAKE
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Ongoing Exploration Success
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Graphite Resource Growth Strategy
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Advanced Materials
AIM
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ALIGNMENT TO STRATEGY
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Advanced Materials Strategy
Refractories & Metallurgical[5]
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Large Flake Graphite
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Clean, high purity concentrates
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Industry benchmark qualities
Graphene & High End Technologies
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Very high purity of 99.99 wt.% carbon achievable for premium feedstock
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High order crystalline structure
Expandables & Fire Retardants[6]
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Large Flake Graphite
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Exceptional Expandability
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Clean, high purity concentrates
Energy: Battery & Fuel Cell[7]
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Very high purity of 99.99 wt.% carbon achievable
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All parameters meet leading battery anode manufacturer specifications
As a graphite producer and specialty carbon products developer, the Company is building its own capabilities internally as well as seeking high value collaborations such as those previously announced with European Battery Alliance and Swinburne University.
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Research and Development Initiatives
SPECIALTY CARBON COMPOSITE TECHNOLOGY
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Graphmada’s large flake graphite under magnification.
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Indicative News Flow
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|---|---|---|---|
|C|Li|
|Three distinct areas|Graphite|Lithium|Advanced Materials|
|of development:|
|1.|Cathode materials.|
|2.|Anode materials.|
|3.|Advanced materials sector.|
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Why Greenwing?
Invest in an integrated battery metals producer as the world economy enters the biggest quantum shift in energy use since the industrial revolution
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EXPOSURE TO GRAPHITE AND LITHIUM
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EXPERTISE
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EXPLORATION UPSIDE
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EMERGING MARKETS AND TECHNOLOGIES
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Rick Anthon Chairman
Peter Wright Executive Director
PO Box 15048, Brisbane Qld 4000
(07) 3063 3233
[email protected] www.greenwingresources.com
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Appendix
GRAPHITE MINERAL RESOURCES AND EXPLORATION TARGET[1,3]
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| Total | Tonnes (Mt) TGC% Contained Graphite (kt) |
|---|---|
| Measured | 2.9 4.2 121 |
| Indicated | 3.3 4.3 143 |
| Inferred | 14.0 3.9 550 |
| Total | 20.2 4.0 815 |
Important Notes:
An Exploration Target is a statement or estimate of the exploration potential of a mineral deposit in a defined geological setting where the statement or estimate, quoted as a range of tonnes and a range of grade, relates to mineralization for which there has been insufficient exploration to estimate a Mineral Resource. The potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient exploration to estimate an additional Mineral Resource and it is uncertain if further exploration will result in the estimation of an additional Mineral Resource.
The Company confirms that it is not aware of any new information or data that materially affects the information in the relevant ASX releases, and the form and context of the announcement has not materially changed. The Company confirms that the form and context in which the Competent Persons findings are presented have not been materially modified from the original market announcements.
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Reported in accordance with the 2012 Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (‘the JORC Code 2012’) as per ASX Announcement ‘41% Increase in Graphite Mineral Resource to Advance Plans for Large Scale Mining and Processing Operations’ released 16/03/21.
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ASX Announcement ‘Successful Auger results from Andapa warrants further review’ released 27/02/17.
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ASX Announcement ‘Significant Exploration Program to commence at Graphmada’ released 03/06/19.
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ASX Announcement ‘Bass signs MOU with Swinburne University’ released 27/4/20.
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ASX Announcement ‘Tests confirm Graphite Concentrates as Industry Benchmark’ released 23/05/17.
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ASX Announcement ‘Tests confirm Industry Leading Expandability for Graphmada’ released 24/05/17.
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ASX Announcement ‘Excellent Lithium-ion battery feedstock test results’ released 29/05/17.
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ASX Announcement ‘Bass advances strategic discussions’ released 26/11/19.
Footnotes
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ASX Announcements ‘Exploration Update’ released 18/5/20, 15/9/20 and 8/12/20.
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ASX Announcement ‘Update re Advanced Materials’ released 17/11/20.
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ASX Announcement ‘Clean, low-cost energy for Graphmada’ released 26/11/20.
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ASX Announcement ‘Efficiencies Identified For Expansion of Production’ released 4/12/20
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ASX Announcement ‘Bass Metals signs Binding Term Sheet to Acquire the San Jorge Lithium Brine Project in Argentina’ released 26/03/2021.
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ASX Announcement ‘Bass continues Advanced Materials Strategy with Agreement to Develop Specialty Carbon Composite Technology’ released on 07/04/2021.
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ASX Announcement ‘Bass to Proceed with San Jorge Lithium Project Acquisition’ released 13/07/2021.
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ASX Announcement ‘BSM's Outstanding Lithium intersection of 31m at 3.72%’ released 11/08/2018.
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ASX Announcement ‘Graphite Exploration Update’ released 3/11/21.
This presentation was authorised for release by the Company’s chairman.
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Environmental, Social, And Corporate Governance Statement
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