Altius Minerals Corporation · TSX:ALS
Altius Minerals — Scotia Mining Conference 2021
16 slides from Altius Minerals's conference presentation, Dec 1, 2021
Slide 1: Mining Conference 2021
TSX: ALS Mining Conference 2021 November 30 – December 1, 2021 Renewable Energy | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward-Looking Statements
Forward-Looking Statements This document includes certain statements that constitute “forward- Forward-looking statements speak only as of the date those looking statements” and “forward-looking information” within the statements are made. Except as required by applicable law, Altius does meaning of
Slide 3: Sustainable Natural Resource Royalty Leader
Sustainable Natural Resource Royalty Leader Enabling Change While Delivering Strong Returns For Shareholders Invested in Key Sustainability Based Growth Trends Specialized in long-life royalties on natural resources that are Renewable Energy Projects support the decarbonization of Power Generation e
Slide 4: Commodity Balance
Other Power Generation Commodity Balance Power Generation 2% (renewables dominant) (coal dominant) 26% Revenue Growth History 13% Copper 24% 2021 YTD Royalty Copper Consensus 34% Iron Ore Revenue NAV† Ni-Zn-Co 3% 23% $60.9M Iron Ore 16% Potash Potash Ni-Zn-Co 31% 20% 7% †Consensus NAV derived from a
Slide 5: Operating Stage Mining Royalty Interests
Operating Stage Mining Royalty Interests Operating Stage Royalties Base and Battery Metals High Purity Iron Ore Potash Chapada Mine – Cu Rocanville Mine Esterhazy Mine Voisey’s Bay - Ni,Cu,Co Iron Ore Company of Canada Allan Mine 777 – Cu,Zn,Au,Ag Cory Mine Gunnison - Cu Vanscoy Patience Lake Mt. Ca
Slide 6: Advanced Stage Mining Royalty Growth Pipeline
Advanced Stage Mining Royalty Growth Pipeline Metals Iron Ore Chapada (Lundin Mining): Resource expansion drilling and mine expansion IOC (Rio Tinto): Debottlenecking and growth investments underway studies ongoing Curipamba (Adventus Mining): Feasibility Study complete Kami (Champion Iron): Rescopi
Slide 7: Sustainable Business Foundation
Sustainable Business Foundation Long-Life Royalties 38 years 29 years 24 years 22 years 21 years 20 years 15 years 15 years 13 years 13 years 10 years Note 1. Represents NAV-weighted average of top ten assets' underlying mine lives. Based on top ten assets determined by NAV that have two or more dis
Slide 8: Mining Project Generation Portfolio
Mining Project Generation Portfolio Building a Long-Term Royalty Pipeline & Making Profits in the Process Select PG Royalties PG Equities Portfolio Performance $39 Net Monetization $51 Current Equities Value ($MM) Starting Equities $22 Value ($MM) Apr 2016 Oct 2021 Portfolio of pre-production stage
Slide 9: 59% Owner of Altius Renewable Royalties
59% Owner of Altius Renewable Royalties ▪ US$203M royalty financing deployment Renewable Energy Megawatts Under Royalty 1 ▪ Royalty portfolio increased to 3,510 MW (16 projects) 3,510 MW ▪ 5 operating stage, 1 near construction completion ▪ Expect to be cash flow positive in 2022 Operational Solar,
Slide 10: Altius Minerals Corporation: Capital Structure and Track Record
Altius Minerals Corporation Capital Structure and Track Record TSX: ALS | OTCQX: ATUSF Balance Sheet Issued Common Shares 41.4 million Debt Investments Cash Fairfax Preferred Securities 10.0 million ($100 million) $250M Basic Market Capitalization (Nov 26 2021) $658 million $200M $150M Annual Divide
Slide 11: Appendix
Appendix T S X : A L S | O TCQ X :AT U S F ||11 8
Slide 12: Potash Fertilizer and Sustainable Food Production
Potash Fertilizer and Sustainable Food Production 70 Global Potash Shipments Growth Global potash demand has grown by almost 30M mt over past 20 60 year in reflection of population growth and decreasing per capita arable land (higher agricultural yield requirements) 50 Compounding growth rate projec
Slide 13: Metals Essential to the Electrification Transition
Metals Essential to the Electrification Transition Intense electrification and decarbonization of the world’s industrial and consumer energy requirements is underway - with the shift as it relates to transportation particularly dramatic The world requires much greater supplies of several key metals
Slide 14: Cleaner Steel Making from High-Purity Iron Ore
Cleaner Steel Making from High-Purity Iron Ore Product Quality Pricing Spreads Iron Ore 62% Import Lump Ore Iron Ore 65% Import Pellet Focused on high purity forms of iron ore that allow more efficient Iron Ore 62% Fe Fines CFR Qingdao Iron Ore 65% Fe Fines CFR Qingdao steel making processes and sig
Slide 15: Summary of Renewable Energy Royalties
Summary of Renewable Energy Royalties Renewable Project Facilit y Siz e Project Locat ion Project Seller Grid Connect ion St at u s ( 1 ) ( 2 ) Expect ed CO D Expect ed Lif e Royalt y Basis Energy Sou rce O wner/D eveloper (MWac) Orleans County, Clyde River - Hydro Gravity Renewables 5 MW ISO New En
Slide 16: Flora Wood, Director, Investor Relations
Producing Project Royalties Generation Development RenewableEnergy Royalties Portfolio Flora Wood Director, Investor Relations Phone: (416) 346-9020 Email: flora@altiusminerals.com |16