Juno Minerals Ltd. · ASX:JNO
Juno Minerals — Investor Presentation (June 2022)
25 slides from Juno Minerals's investor presentation, Jun 7, 2022
Slide 1: Investor Presentation
Investor Presentation Central Yilgarn Iron Ore Project 7 June 2022
Slide 2: Disclaimer
Disclaimer IMPORTANT: Please read the following before continuing. This Presentation has been prepared by Juno Minerals Limited ACN 645 778 892 (Juno or the Company) solely for information purposes. This Presentation has not been approved by any regulatory or supervisory authority. For purposes of t
Slide 3: Board & Management
Board & Management David Moroney Greg Durack Patrick Murphy Independent Chair Managing Director & CEO Non-Executive Director & Non-Executive Director Greg has over 38 years experience in Patrick is a managing director at David is an experienced finance operations and project development, natural res
Slide 4: Corporate Snapshot
Corporate Snapshot Capital Structure Share price (at 2 June 2022) $0.115 Shares on issue 136,458,001 JNO Price History $0.16 Market capitalisation $15.01m $0.15 Cash (at 31 March 2022) $5.0m Debt Nil $0.14 Options 2.4m $0.13 Top 10 Shareholders $0.12 Ntsimbintle Holdings (Pty) Ltd 17.50% $0.11 Tiger
Slide 5: Investment Highlights
Investment Highlights Mount Mason DSO Hematite Project • All Statutory approvals received to commence development • Project execution to be undertaken on a contracting strategy; all major contracts tendered and preferred contractors notified • Existing rail and port infrastructure; progressing throu
Slide 6: Central Yilgarn Project
Central Yilgarn Project • Juno Minerals is progressing development of the Mount Mason DSO Hematite Project • Commence with production of DSO Fines, 60% Fe, transporting ore by truck to an existing rail siding, then utilising above rail handling solutions to rail to Esperance Port • In early April 20
Slide 7: Mount Mason DSO Hematite Project
Mount Mason DSO Hematite Project 7
Slide 8: Mount Mason DSO Hematite Project
Mount Mason DSO Hematite Project Key points: • Well advanced, proven DSO Mineral Resource • All Statutory approvals received for project development • Securing logistics supply chain with Southern Ports and Arc Infrastructure • Existing Cassini Village (pictured right bottom) will facilitate early w
Slide 9: Mount Mason Mine Site
Mount Mason Mine Site Project Implementation Strategy: • Contracting packages tendered for: o Mining services o Crushing services o Access roads construction o Cassini Village upgrade and expansion o Mine Operations Centre (MOC) o Village facilities management o Medical services; and o Requests for
Slide 10: Mount Mason Logistics
Mount Mason Logistics The Project is located approximately 110km NW of Menzies • A new haul road (28.2km) will be built from site to the Menzies North-West road • A Menzies bypass road (9.3km) to the Yunndaga rail siding site is approved • The Yunndaga rail siding site is fully approved to allow dev
Slide 11: Yunndaga Rail Siding
Yunndaga Rail Siding The Yunndaga Rail siding is an important piece of infrastructure for both Mount Mason and Mount Ida • Located 5km south of Menzies, with full statutory approvals received for development • Site is 2.6km long and 500m wide encompassing the rail track and the Goldfields Highway •
Slide 12: Mount Ida Magnetite Project
Mount Ida Magnetite Project 12
Slide 13: Mount Ida Magnetite Project
Mount Ida Magnetite Project Key Points: • Large resource – 1.85 billion tonnes at 29.5% Fe) that can be beneficiated to produce a high-grade premium iron concentrate of 67% Fe • Granted Mining Lease • Significant tenure holding for infrastructure and water exploration • Potential to become a long-li
Slide 14: Mount Ida Magnetite Project
Mount Ida Magnetite Project • Over $50m previously invested in the Project • 100,000 metres of RC and Diamond drilling completed, resource and geotechnical • Feasibility Study 70% completed prior to ceasing work in 2013 • Next steps (after Mount Mason is in production): o Undertake further PQ core d
Slide 15: Mount Ida - Conceptual Site Plan
Mount Ida - Conceptual Site Plan Waste Rock Dump Central Pit TMF Cell 1 and 2 Power station Crusher Process plant Village and Airstrip Mine access road Road to Menzies Concentrate pipeline route to Yunndaga rail siding Southern bore Mount Ida – Conceptual Site Plan 15 field 15
Slide 16: High Grade Magnetite
High Grade Magnetite Mount Ida can produce on average 67% Fe Iron Product Pricing magnetite concentrate. Magnetite concentrate is becoming the preferred Mount Ida Product smelter feed stock due to: 205.00 • Consistent product specifications and quality 185.00 • Produces a higher quality steel – less
Slide 17: New Magnetite Project Activity
New Magnetite Project Activity • Fortescue Metals Group Limited’s (FMG) Ironbridge 22mtpa magnetite project under construction in the Pilbara o Commissioning March quarter 2023 (ASX announcement, Investor Presentation 4 May 2022) • FMG one year review of Sinosteel’s Midwest magnetite project and Oak
Slide 18: Yilgarn Magnetite Projects
Yilgarn Magnetite Projects Yilgarn Magnetite Projects 18
Slide 19: Yilgarn Magnetite Projects – Grades and Resources
Yilgarn Magnetite Projects – Grades and Resources 37% Legacy and Hawthorn - Mt Bevan 35% (Hancock JV) 1,170 Mindax - Mt Forrest 34.90% 1,710 31.80% 33% Cashmere Iron - Cashmere Downs Juno has the Grade (%Fe) 1,200 32% largest 31% magnetite resource in the Yilgarn 29% region Macarthur Minerals - Lake
Slide 20: Australian Magnetite Projects
Australian Magnetite Projects Market Measured and/ % Total Company Project Capitalisation Cash ($m)2 or Indicated Ownership Resource (mt) ($m)1 Resources (mt) Juno Minerals Limited Mount Ida 100.0 15.01 5.00 1846.0 3 1062.0 Macarthur Minerals Limited Lake Giles 100.0 51.35 11.00 1269.7 4 272.6 Minda
Slide 21: Appendices
juno minerals i d limite Appendices TA
Slide 22: Mineral Resources Estimates of the Mount Mason DSO Hematite Project
Mineral Resources Estimates of the Mount Mason DSO Hematite Project In accordance with JORC Code (2012) at January 2018: Fe SiO2 Al2O3 P S CaO MgO LOI Classification Tonnes (%) (%) (%) (%) (%) (%) (%) (%) Measured 4,800,000 60.3 7.37 2.90 0.05 0.01 0.03 0.04 2.63 Indicated 1,080,000 59.4 10.41 3.47
Slide 23: Mineral Resources Estimates of the Mount Ida Magnetite Project
Mineral Resources Estimates of the Mount Ida Magnetite Project In accordance with JORC Code (2012) at January 2018: Central Zone based on Unweathered BIF with a 10% Magnetic Fe block grade cut-off Tonnes Fe SiO2 Al2O3 CaO P S LOI MgO MnO Zone/Class Material x106 (%) (%) (%) (%) (%) (%) (%) (%) (%) I
Slide 24: Mineral Resources Estimates of the Mount Ida Magnetite Project
Mineral Resources Estimates of the Mount Ida Magnetite Project In accordance with JORC Code (2012) at January 2018: South and North Zone based on Unweathered BIF with a 10% Magnetic Fe block grade cut-off Fe SiO2 Al2O3 CaO P S LOI MgO MnO Zone/Class Material Tonnes x106 (%) (%) (%) (%) (%) (%) (%) (
Slide 25: Mineral Resources Estimates of the Mount Ida Magnetite Project
Mineral Resources Estimates of the Mount Ida Magnetite Project In accordance with JORC Code (2012) at January 2018: Combined Central, South & North Zones based on Unweathered BIF with a 10% Magnetic Fe block grade cut-off Fe SiO2 Al2O3 CaO P S LOI MgO MnO Zone/Class Material Tonnes x106 (%) (%) (%)