Mineral Commodities Ltd · ASX:MRC
Mineral Commodities — Investor Presentation (February 2023)
19 slides from Mineral Commodities's investor presentation, Feb 6, 2023
Slide 1: Mineral Commodities Investor Presentation
MINERAL COMMODITIES INVESTOR PRESENTATION ASX : MRC FEBRUARY 2023
Slide 2: Cautionary Statements
CAUTIONARY STATEMENTS This document has been prepared by Mineral Commodities Ltd (“MRC” or “the Company”) and comprises written materials/slides for a presentation concerning MRC. This is not a prospectus, disclosure document or offering document. This document is for information purposes only and d
Slide 3: Introduction to MRC
INTRODUCTION TO MRC ENABLING A BETTER WORLD QUALITY OF LIFE PRODUCTS Diversified critical and industrial minerals producer What sets us apart: Heavy Minerals Division – Leading producer of zircon, rutile, garnet and ilmenite EBITDA of US$112M since inception in 2015 (28% margin) Targeting incr
Slide 4: MRC Operations
MRC OPERATIONS BATTERY MINERALS DIVISION MINERAL SANDS DIVISION Positioned to become a large Sustainable, vertically integrated sustainable, vertically integrated heavy minerals supplier graphitic anode supplier in Europe Skaland Operation Mo I Rana Skaland, Norway Western Cape, South Africa Skala
Slide 5: Strategic Plan Update
STRATEGIC PLAN UPDATE MRC Vision: Enabling a better world through sustainable and responsible production of core minerals and materials OBJECTIVES 1 RE-BRAND WITH STRONG ESG FOCUS Mineral Commodities 2 STREGTHENING OUR SOCIAL LICENCE 3 STRENGTHEN BALANCE SHEET 4 STRATEGIC M&A OPPORTUNITIES Battery M
Slide 6: MRC Focus
MRC FOCUS HEAVY MINERALS CASH FLOW GENERATION DRIVER MEDICALS BATTERY MINERALS ENHANCE ASSET VALUE
Slide 7: Heavy Minerals Division: Cash Flow Generation Opportunity
HEAVY MINERALS DIVISION Cash Flow Generation Opportunity Inland Strands Production (Q1 2023) Increases processing capacity from 2.4Mt to 2.7Mt Allows sustainable beach mining aimed at improving grades Funding secured Third Primary Concentration Circuit (Q4 2023) Increases processing capa
Slide 8: Heavy Minerals Division: Further Upside Opportunity
HEAVY MINERALS DIVISION Further Upside Opportunity Inland Strand reserve upgrade (targeted Q2 2023) Funding Secured De Punt initial resource (targeted Q2 2023) 6,000 metres to be drilled in Q1 2023 3 Funding Secured De Punt Exploration Targets 3 Refer ASX Announcement entitled ‘Strandline
Slide 9: MRC Owns and Operates One of the World's Highest Grade Heavy Minerals Operations
MRC OWNS AND OPERATES ONE OF THE WORLD’S HIGHEST GRADE HEAVY MINERALS OPERATIONS MRC JORC Compliant Mineral Resources Ore Reserve In Situ THM South Africa - Tormin Western Strandline 193 Mt @ 9.5% THM 21.8 Mt @ 31% THM 18.5 Mt Eastern Strandline 19.5 Mt @ 3.3% THM 0.6 Mt Tormin Beaches 1.1 Mt @ 8.9%
Slide 10: MRC Heavy Minerals Path to Growth
MRC HEAVY MINERALS PATH TO GROWTH Resource and Production growth 2026 Bulk Mining Process Commissioned 2025 Klipvley Resource/Reserve 2024 Mineral Separation Plant commissioned PBC3, increases production 2023 capacity De Punt Resource/Reserve Inland Strands commissioned Product Quality 5 Refer ASX A
Slide 11: Battery Minerals Division: Increase Asset Value Opportunity
BATTERY MINERALS DIVISION Increase Asset Value Opportunity Munglinup FID (Q2 2023) Increase Munglinup interest from 51% to 90% 6 DFS 52ktpa production over 14-year mine life6 Skaland production Stable European graphite source - in production Mining right to increase production to 16Ktpa7
Slide 12: Battery Minerals Division: Further Upside Opportunity
BATTERY MINERALS DIVISION Further Upside Opportunity Munglinup Possibility to increase Munglinup interest from 90% to 100%10 Exploration upside potential11 Skaland Graphite targets at Bukken, Hesten and Vjardfellet12 European producing asset. Europe is set to be the fastest growing marke
Slide 13: MRC Owns and Operates One of the World's Highest Grade Flake Graphite Mines
MRC OWNS AND OPERATES ONE OF THE WORLD’S HIGHEST GRADE OPERATING FLAKE GRAPHITE MINES MRC JORC Compliant1 Mineral Resources Ore Reserve Contained Graphite Norway Skaland Operation 1.84 Mt @ 23.6% TGC 0.64 Mt @ 24.8% TGC 0.43 Mt Australia Munglinup Project 7.99 Mt @ 12.2% TGC 4.24 Mt @ 12.8% TGC 0.97
Slide 14: MRC Battery Anode Path to Growth
MRC BATTERY ANODE PATH TO GROWTH FULLY VERTICAL INTERGRATION – MINE TO ANODE 2026 Resource and Production growth Expanded Anode Production (Munglinup and Skaland) 2025 Munglinup in production Commercial Scale Anode Production 2024 Skaland Production Expansion 2023 Munglinup FID Anode Production Anod
Slide 15: Demand – Europe's Fast Growing Battery Market
DEMAND – EUROPE’S FAST GROWNING BATTERY MARKET European Gigafactories 1,411 GWh of planned capacity Incl. 125 GWh in Norway - Requiring ~125 ktpa of natural graphite Sustainability factors including the amount and type of energy used, the distance material is transported and the chemical process
Slide 16: Corporate Overview
CORPORATE OVERVIEW CAPITAL STRUCTURE MAJOR SHAREHOLDERS Market Capitalisation: A$40M Listed Shares: 691M Performance rights: 27.7M Cash as at 31 DEC: US$8.0M16 SIGNIFICANTLY UNDERVALUED ASX LISTING CODE: MRC 16 Includes Cash on Hand and Cash from Rights Issue that closed on 4 January 2023
Slide 17: Value Proposition
VALUE PROPOSITION Mitsubishi collaboration for fast-tracked downstream MRC as an integrated player presents significant materials market entry Two ‘internal’ proprietary Operating mines, stable competitive advantages and our value proposition non-HF purification cashflow from low technology options
Slide 18: Competent Person Statements
COMPETENT PERSON STATEMENTS The information, if any, in this presentation which relates to Mineral Resources for Tormin Beaches, Northern Beaches and Inland Strands is based on information compiled by Mr Bahman Rashidi, who is a member of the Australian Institute of Mining and Metallurgy (AusIMM) an
Slide 19: Sustainable • Responsible • Vertically Integrated • Diversified
SUSTAINABLE • RESPONSIBLE • VERTICALLY INTERGRATED • DIVERSIFIED
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