Investor Presentation

October 2013

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Disclaimer

This presentation has been prepared by Global Strategic Metals NL (“GSZ” or the “Company”). It should not be considered as an offer or

invitation to subscribe for, or purchase, any securities in the Company or as an inducement to make an offer or invitation with respect to those

securities. GSZ is a public company listed on the Australian Securities Exchange (ASX:GSZ) and, as such, is obliged to make announcements

that comply with the ASX Listing Rules for the purposes of maintaining an informed market in GSZ’s shares. GSZ issues many releases on the

ASX, which are a public record and for the purposes of this presentation, the documents issued on the ASX are deemed to be part of this

presentation that have been considered by the reader of this presentation. No agreement to subscribe for securities in the Company will be

entered into on the basis of this presentation.

This presentation may contain forecasts, projections and forward looking information. Such forecasts, projections and information are not a

guarantee of future performance and involve unknown risks and uncertainties, many of which are out of GSZ’s control. Actual results and

developments will almost certainly differ materially from those expressed or implied. GSZ has not audited or investigated the accuracy of

completeness of the information, statements and opinions contained in this presentation. To the maximum extent permitted by applicable laws,

GSZ makes no representation and can give no assurance, guarantee or warranty, express or implied, as to, and takes no responsibility and

assumes no liability for (1) the authenticity, validity, accuracy, suitability or completeness of, or any errors in or omission from, any information,

statement or opinion contained in this presentation and (2) without prejudice to the generality of the foregoing, the achievement or accuracy of

any forecasts, projections or other forward looking information contained or referred to in this presentation.

Throughout this presentation all figures are quoted in AUD$ dollars unless otherwise stated. You should not act in reliance on this presentation

material. This overview of the Company does not purport to be all inclusive or to contain all information which its recipients may require in order to

make an informed assessment of GSZ’s prospects. You should conduct your own investigation and perform your own analysis in order to satisfy

yourself as to the accuracy and completeness of the information, statements and opinions contained in this presentation before making any

investment decision.

The information in this presentation that may relate to Exploration Results is based on information compiled by Mr Ian Miller of Geotask Pty Ltd

who is a member of the Australian Institute of Mining and Metallurgy. Mr Miller has sufficient experience which is relevant to the style of

mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent person as defined in

the 2004 Edition of the “Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves”. Mr Miller consents to the

inclusion in the report of the matters based on their information in the form and context in which it appears. The Exploration Target discussed in

this presentation is conceptual in nature and there has been insufficient exploration to define a mineral resource. It is uncertain if further

exploration will result in the determination of a Mineral Resource under the Australasian Code for Reporting of Exploration Results, Mineral

Resources and Ore Reserves, the JORC Code (2004). The Exploration Target is not being reported as part of any Mineral Resource or Ore

Reserve.

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Investment Overview

• GSZ owns 80% of the Wolfsberg lithium project in Austria

• The Wolfsberg lithium project is one of the highest grade hard rock deposits in the world

• Bulk sampling underway to determine metallurgy – results early 2014

• GSZ is targeting to be the first lithium producer in the EU

• EU is amongst the largest consumers of lithium (~24% of global demand)

• EU currently imports all supply of lithium

• Wolfsberg is located near the lithium user markets in EU

• GSZ is substantially undervalued compared to peer group

• Substantial exploration and development work already undertaken at Wolfsberg

• Reviewing dual listing on AIM in early 2014

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Key facts on Lithium

4

Lithium (Li) is the lightest of all metals

It does not occur as a pure element in nature but is contained within mineral deposits pegmatities or salts

including brine lakes and sea water

Lithium and its chemical compounds exhibit a broad range of beneficial properties including:

The highest electrochemical potential of all metals

An extremely high co-efficient of thermal expansion

Fluxing and catalytic characteristics

Acting as a viscosity modifier in glass melts

Chemical Applications Technical Applications

Batteries

Lubricants

Aluminium Smelting

Air Treatment

Pharmaceuticals

Glass

Ceramics

Aerospace & Military

Steel Castings

Iron Castings

Li

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GSZ Lithium Deposit and Valuation

5

1.50% 1.49%

1.41%

1.19%

0.98% 0.97%

0.8%

0.9%

1.0%

1.1%

1.2%

1.3%

1.4%

1.5%

1.6%

Lithium Deposit Grade % Li2O

704

123 11994

56 52

0

100

200

300

400

500

600

700

800

Peer Group ValulationEV/ Li2O

GSZ has one of the highest grade

lithium deposits among its peer

group

GSZ is undervalued compared to

the peers – one of the lowest EV /

resource representing an ideal

entry point to lithium sector

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Future Trends in Lithium

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0

5

10

15

20

25

0 5 10 15 20 25

EV

PHEV

HEV

- Power Tool

- Laptop

- Tablet

- Smartphone

Lithium Content in Batteries

Source: signumBOX

Uses Lithium Contents

Pure Electric Vehicles (EV) 8-40 kg

Plug-in Hybrid Electric Vehicles

(PHEV)1-10 kg

Hybrid Electric Vehicles (HEV) 0.8-2 kg

Power tool Batteries 40-60 g

Laptop Batteries 30-40 g

Tablet Batteries 20-30 g

Smartphone Batteries 2-3 g

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Lithium Price

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0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

US$/t

Source: Roskill, signumBOX

Pricing is determined on a contract by contract basis

Up to 90 different varieties of lithium (mix dependent on volume/purity)

Prices have been relatively stable despite recent economic conditions

New lithium ion technologies and application emerging (e.g. tablets, electronic vehicles)

Lithium Price Per Tonne Since 2000

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Lithium Demand

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It is estimated that global market of lithium increased from approximately 66,000t (LCE) in 2000 to approximately

150,000t in 2012, with a compound annual growth rate (“CAGR”) of 6.5%

Lithium demand is projected to grow at a rate of >10% per annum to 2020

Rechargeable batteries and hybrid electronic vehicles forecasted to drive demand

0

100,000

200,000

300,000

400,000

500,000

600,000

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Lithium Demand (tonnes LCE) - Forecast 2011E-2025E

Batteries Other Applications

2011-2025E CAGR c. 10%

Source: signumBOX

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Global Demand

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China, 29%

Europe 24%

Japan 18%

North America13%

Republic of Korea5%

India 3%

South America 2%

Russia 1%

Other 5%

Lithium World Consumption (2008)

Source: Roskill

China, Japan, and the Republic of Korea have historically dominated the small to mid-sized lithium-ion battery

manufacturing market, accounting for approximately 96% of the market in 2011

Europe consumes circa 24% of global lithium demand but there is no production facility in the EU

United States consumes lithium mainly for its ceramics and glass manufacturing industries

Source: USGS 2011 Minerals Yearbook – Lithium [Advance Release]; Roskill’s Lithium Market Outlook To 2017

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Lithium Supply

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Lithium extraction totalled 168,000t LCE (Roskill 2012)

Global supply is denominated by four largest producers:

– Leading brine producers: Sociedad Quimica y Minera de

Chile S.A.(‘SQM’); FMC Corporation and Rockwood

– Leading hard-rock producer: Talison Minerals (recently

acquired by the Chengdu Tianqi Group for C$847m)

Brine deposits are leading source of supply due to relative

processing costs

Hard rock deposits boast considerably higher lithium grades and

provide superior end product

Higher quality lithium will be required to service the electronic

vehicle market

Toyota, Toshiba and other industrial groups have been securing

supply through acquiring projects

China is actively securing supply (including the acquisition of

Talison in March 2013 for $847m)

New supply expected to emerge in 2014 although adverse markets

have stalled certain developments (e.g. Galaxy Resources)

Source: signumBOX

SQM, 26%

Rockwood, 12%

FMC 7%

Talison35%

China 18%

Other 1%

Lithium Supply by Company 2012

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Global Supply

China

10%

Australia

31%

Argentina

13%

Chile

38%

Nevada

3%

Other 5%

FMC

Talison

Tianqi

SQM

Rockwood

Hard-rock Producers

Brine Producers

Brine and Hard-rock Producers

Source: signumBOX

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Peer Group Analysis

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COMPANY TICKERMEASURED

(Kt / %Li2O)

INDICATED

(Kt / %Li2O)

RESOURCE

M+I

(Kt)

INFERRED

(Kt /

%Li2O)

CUT-OFF

% Li2O

MARKET

CAP*

(millions)

PRODUCERS

Talison Lithium Ltd ** - 600 / 3.2 117,900 / 2.4 118,400 2,100 / 2.0 0.7 -

Galaxy Resources Ltd GXY AU 3,139 / 1.17 10,613 / 1.06 13,752 4,382 / 1.08 0.4 A$268.6

EXPLORATION & DEVELOPMENT

Global Strategic Metals GSZ AU 3,700 / 1.5 3,200 / 1.5 6,900 10,000 / 1.6 0.75 A$3.4

Canada Lithium Corp CLQ CN 6,914 / 1.18 26,325 / 1.19 33,239 13,757 / 1.21 0.8 C$195.8

Altura Mining Ltd AJM AU - 17,288 / 1.25 17,288 7,869 / 1.2 0.7 A$50.0

Reed Resources Ltd RDR AU 2,015 / 1.45 4,770 / 1.39 6,785 8,082 / 1.3 0.3 A$15.7

Western Lithium USA WLC CN 14,937 / 0.4 12,198 / 0.388 27,135 0.32 C$15.8

Nemaska Lithium Inc NMX CN 10,197 / 1.53 9,442 / 1.45 19,639 0.4 C$18.6

Critical Elements Corp CRE CN - 26,500 / 0.98 26,500 10,700 / 0.86 n/a C$15.6

Glen Eagle Resources Inc GER CN 2,239 / 0.95 5,145 / 0.98 7,387 572 / 0.98 0.5 C$11.1

* Figures as at 4 July 2013 except for Galaxy Resources Ltd where trading was suspended on 25 April 2013

** Talison Lithium Ltd was taken over by Chengdu Tianqi Lithium in March 2013 for a C$847 million

Source: Industrial Minerals, Lithium Report - January 2013 ; Factset

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Capital Raising Overview

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Exchange ASX

Share price $0.024 (15 October 2013)

Market cap ~$3m

Unrestricted cash $0.5m

Placing Price to be determined by way of a book build

Placing Amount A$5-8 million*

Issued Shares (before Placing) 171.7m

Fully-diluted Capital (before Placing) 191.3m (19.5m options on issue)**

Major Shareholders Exchange Minerals 33.84%

Cape Lambert 19.49%

*The major shareholders have provided A$1.7m which, subject to shareholder approval at the AGM will convert into equity at a premium to current market price

**options outstanding priced at a range of $0.075-$0.25

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Proposed Use of Proceeds*

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Uses Amount (A$ ‘000)** Notes

Drilling Payment 255 Payment due to KMI for drilling Zone 2

Drilling Programme up to 3,000Costs associated with further drilling to extend the resource

on Zone 1 and confirmatory drilling on Zone 2

Technical Reports up to 2,000

Engage independent engineering company to review and if

appropriate update the scoping study, carry out feasibility

study and prepare an operational mine plan

Working Capital and dual

listing on AIM1,500

up to 6,755 *** Raising up to $8m subject to demand

*The proposed use of the proceeds and the related amounts are merely a statement of current intentions as at the date of this presentation. As

with any proposal, intervening events (including exploration success or failure) and new circumstances have the potential to affect the manner

in which the proceeds are used.

** €1 = A$1.4

***Cape Lambert and Exchange Minerals entered into a term loan with the Company for A$1.25m on 29 January 2013. The Company will be

obliged to repay this amount unless it is refinanced. It is the Company’s current intention to repay the loan in the event of a oversubscribed

fund raising.

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Management

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Tony Sage

Non-Executive Chairman

Over 25 years’ experience in the fields of corporate advisory services, fund

management and capital raising

Executive Chairman of Cape Lambert Resources Ltd (ASX:CFE) and board

member of a number of ASX companies

Tony Roberts

Executive Director

Benjamin Hill

Non-Executive Director

Dr David Shaw

Non-Executive Director

Declan Kelly

Non-Executive Director

Dr Richard Göd

Project Advisor

Mining engineer with over 40 years’ experience in the area of operations and

mine management

A Barrister who has held a number of roles in private practice and financial

services, with a focus on natural resources

Currently provides consultancy and non-executive services to a number of

quoted companies

30 years’ experience as a geologist in the resource sector, with specific expertise

in the technical and financial due diligence of resource based projects

Board member of Talison Lithium Ltd until it was acquired by Chengdu Tianqi

24 years’ experience in the area of management and public relations and has

worked extensively in Europe

Experienced lithium specialist credited with the discovery and exploration of

GSZ’s Wolfsberg Lithium Project

Appointed as an advisor to the Company in March 2011

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Wolfsberg Lithium Project

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270 km southwest of Vienna, Austria

20 km east of Wolfsberg, an industrial town, with excellent infrastructure

Located in historic mining province in Austria

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Project Overview

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GSZ owns 80% of Project (with right to acquire 20% from Exchange Minerals)

Project includes 22 exploration licences, together with exploration and development permits issued by the Austrian

Mining Authority

Historic work undertaken by the Austrian government in the 1980’s includes:

– 16,000m of drilling

– 1,389m of decline, drives and crosscuts

– Metallurgical work completed

Company estimates that the historic work would cost ~$30m in current prices

Spodumene ore will be processed into lithium concentrate on site and shipped for processing

Other by-products include quartz, feldspar, mica and aggregate waste to enhance project value

Two 500t bulk sample permits issued and sampling now underway

Following the analysis of the bulk samples the Company will initiate a processing and production study to enable it

to engage off-take discussions

Definitive Feasibility Study expected to be completed by the end of 2014

Proposed production by the end of 2016

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Proposed Timeline

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1980•••2010 2011 2012 2013 2014 2015 2016

Definitive Feasibility Study (DFS)

Scout drilling programme for Zone 2

1991: Austrian government sells the project to Kärntner Montanindustrie GmbH (KMI).

1988: The government mothballs the Wolfsberg Lithium Project having spent US$8m (US$30m in today’s money) on

exploration, underground development, trial mining and processing for Zone 1

1981: Austrian government commences exploration and development work in Zone 1

Target for first ore to be

processed

Start construction of the

processing plant

Submit development and

construction plans for processing

plant

Austrian Mining Authority granted a mining licence to

extract two 500 tonne bulk samples

Cape Lambert acquired 20% of the

Company via a strategic private placement

Results of bulk samples/off take discussions

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JORC Resource

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* JORC Measured resource at a cut-off grade of 0.75% Li2O derived from a global measured resource of 4.7Mt @ 1.2% Li2O

Type Million Tonnes Grade Li20 (%) Cut-off Grade Li20 (%)

Measured * 3.7 1.5 0.75

Indicated 3.2 1.5

Inferred 10.0 1.6

Total 16.9

GSZ holds an 80% interest in the Wolfsberg Project, with a right of first refusal to acquire the remaining 20% from

Exchange Minerals

The deposit is split into two zones:

– Zone 1: resource of 16.9Mt of lithium ore, including the ‘Measured’ JORC resource of 3.7Mt @ 1.5% Li2O

– Zone 2: significant greenfield exploration target

Further exploration planned for Zone 1

The resource grade is relatively high grade in comparison to global peer group

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Bulk Sampling Study

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Commenced mobilisation in September 2013 (2 x 500 tonne bulk samples)

Upon completion, the mining leases shall be granted for 2 x 30 years

The bulk sample allows the company to update its metallurgical test work and take advantage of recent advances

in processing technology

The company is hopeful of improving on current recovery rate and quality of concentrate produced

This is of key importance to potential off take partners and will enable the company to develop its current

discussions

Full results expected by late 2013/early 2014

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Strategic Asset

Markets: Central to major European markets – aerospace, baseload power cells, hybrid transport and defence,

with excellent logistical and infrastructure network.

EU Focus: Lithium is on the list of materials selected for critical assessment.

EU Grants: The European Regional Development Fund provides funding for research, innovation and business

support measures for raw material exploration and extraction, while the Erasmus Mundus Minerals and

Environmental Programme (2009-2013) supports the generation of new skills in the area of raw materials.

Support: Situated in an active mining and industrial location, with the support of the Federal, State and district

government, and the municipal authorities, to develop the Wolfsberg Lithium Project. The Austrian Trade

Authority will provide support and advice regarding funding for the process plant.

Production: Extensive exploration and development work to date, with the potential for near-term (<18

months) mine production.

Development: Main drift and development drives already established for Zone 1.

Test Results: In 1988 a pilot plant test was set up at North Carolina State University to produce Mica, Feldspar,

Quartz and Spodumene (lithium mineral) saleable products. From this work at an estimated mining and

processing rate of 150,000 tonnes per annum (TPA) 25,000 TPA Spodumene Concentrate (6% Li20), 49,500

TPA Feldspar, 24,500 TPA Quartz (Silica Sand) and 3,375 TPA Mica could be produced. Therefore 74% of all

mined ore produced a saleable product and 26% of the material was waste – which could be sold as road base.

In 1988 Austroplan completed laboratory scale tests of producing Lithium Carbonate from the Spodumene

Concentrate. This work returned recoveries of 93%.

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APPENDIX

1. Comparison of Lithium-ion vs. Other Forms of Batteries

2. Lithium in Batteries

3. Lithium in Electric Vehicles

4. Aerial photograph and topography

5. Topography

6. Topography – cross sections

7. 3D image - topography

8. 3D image – sectional view of ore bearing pegmatite veins

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Appendix 1: Comparison of Lithium-ion vs. Other Forms of Batteries

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Lead-acid Nickel-cadmium

Nickel-metal

hydride

Lithium metal

polymer Lithium-sulphur

Lithium-ion/

polymer

Nominal voltage (V) 2 1.2 1.2 3 2.1 3.7

Energy density

Watt hours/ litre 100 100 200 110-143 400 370

Watt hours/ kg 30 30 80 110-121 300 170

Temperature range (celsius) -20 to 60 -20 to 60 -20 to 60 -20-60 -40-60 -20 to 60

Advantages Heavy duty use

Superior long

term reliability

Economical

Easy to recycle

Heavy duty use

High mechanical

strength

High efficiency

charge

Charge cycle of

500

Easy to recycle

Heavy duty use

No heavy metals

High capacity

Charge cycle of

500

Heavy duty use

High voltage

No memory effect

Low self-

discharge

High specific

energy

High energy

density

No memory effect

Low self-

discharge

Heavy duty use

High voltage

No memory effect

Low self-

discharge

Source: Roskill, Galaxy Resources

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Lithium in Batteries

Source: signumBOX

Smartphone: 2-3g

600m units sold pa.

99% lithium penetration

Power Tool: 40-60g

50m units sold pa.

40% lithium penetration

Laptop: 30-40g

280m units sold pa.

100% lithium penetration

Tablet: 20-30g

54m units sold pa.

100% lithium penetration

Lithium Content in Batteries

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Lithium in Electric Vehicles

Source: signumBOX, Autocar research

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Toyota Prius Plug-in

Hybrid

3.6 Kg LCE

Mitsubishi i-MiEV:

10 Kg LCE

Tesla Roadster

40 Kg LCE

New Bus for London

75kWh lithium ion

battery pack

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Appendix 2: Aerial View and Topography

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Appendix 3: Topography

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56

7

56 7

1866m

1866m

Amphibolite

Micaschist

Pegmatitesproven/estimated

5

6

ZONE 1 ZONE 2

ZONE 1 ZONE 2

Appendix 4: Cross-Sections

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Appendix 5: 3D Rendering

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Appendix 6: Sectional View of Ore Bearing Pegmatite Veins

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Main drift

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Global Strategic Metals

32 Harrogate St

West Leederville, WA 6007

Australia

Tel: +61 (0)8 6181 9792

E-mail: info@globalstrategicmetalsnl.com

Website: www.globalstrategicmetalsnl.com

Fox-Davies Capital

1 Tudor Street

London EC4Y 0AH

Tel: +44 (0)203 463 5010

http://www.fox-davies.com/

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