Impact Minerals Limited · ASX:IPT
Impact Minerals — RIU Sydney Resources Round-up Conference 2024
24 slides from Impact Minerals's conference presentation, May 8, 2024
Slide 1: Cost-disruptive High Purity Alumina
Impact Minerals Limited For personal use only Cost-disruptive High Purity Alumina ASX: IPT
Slide 2: Disclaimer
DISCLAIMER This report contains forward looking statements that are subject to risk factors associated with resource businesses. For personal use only While all due care has been taken in preparing the report, projections may be affected by a variety of variables and changes in underlying assumption
Slide 3: What lies beneath Lake Hope? A Transformational Acquisition
What lies beneath Lake Hope? For personal use only A Transformational Acquisition ASX Release 21st March 2023 ASX: IPT
Slide 4: Scoping Study: World Class Economics
SCOPING STUDY: WORLD CLASS ECONOMICS For personal use only ASX Release 9th November 2023. There have been no material changes to the Scoping Study since this date ASX: IPT
Slide 5: The Value Proposition
THE VALUE PROPOSITION For personal use only • Current Share Price 2.3 cents • NPV8 A$1.334 billion Scoping Study 70-80% increase • 2 to 5 year time frame • Market Cap: A$60 million ASX: IPT
Slide 6: The Value Proposition Driver: The lowest cost producer globally?
THE VALUE PROPOSITION DRIVER For personal use only The lowest cost producer globally? ASX Release 9th November 2023 ASX: IPT
Slide 7: What is High Purity Alumina?
What is High Purity Alumina? For personal use only • Alumina is aluminium oxide – Al2O3 (Sapphire!) • Purity of >99.99% or “4N” • Listed on the Critical Minerals List for Australia, Europe and the USA. ASX: IPT
Slide 8: What is HPA used for?
What is HPA used for? • Coatings & Separators in Lithium-ion batteries • LED and MicroLED For personal use only • Sapphire glass ASX: IPT
Slide 9: The HPA Decade? Forecast Supply and Demand
THE HPA DECADE? For personal use only Forecast Supply and Demand Supply Deficit 2026 Kindly Provided by Alpha HPA Limited ASX: IPT
Slide 10: What is High Purity Alumina (99.99% Al2O3) worth?
What is High Purity Alumina (99.99% Al2O3) worth? For personal use only Purity Grade Specification Price Range per Application tonne Smelter Grade 99.5% US$4,000 Precursor chemical, abrasives • A High-Margin and 3N HPA 99.9%-99.98% US$5,000- Sapphire, High Demand Business US$15,000 abrasives, cataly
Slide 11: Lake Hope: A multi-decade HPA mine
Lake Hope: A multi-decade HPA mine 880,000 Tonnes of Al2O3 (Alumina). For personal use only Benchmark production of 10,000 tonnes per annum = >50 year mine life ASX Release 19th June 2023 ASX: IPT
Slide 12: Project Location: Western Australia, A Tier One Jurisdiction
Project Location For personal use only Western Australia A Tier One Jurisdiction ASX: IPT
Slide 13: Lake Hope: a unique deposit
Lake Hope: a unique deposit For personal use only West Lake East Lake 1 km ASX: IPT
Slide 14: The Perfect Orebody?
The Perfect Orebody? For personal use only Micron to nanometre sized particles! ASX: IPT
Slide 15: 10-15 Year starter pit
10-15 Year ”starter pit” For personal use only ASX Releases 21st March 2023 and 8th November 2023 ASX: IPT
Slide 16: Very low cost mining
Very low cost mining Less than 5% of Opex For personal use only ASX: IPT
Slide 17: First Nations: Heritage Clearance Granted
First Nations: Heritage Clearance Granted For personal use only The Ngadju The Ngadju community is an immensely proud First Nations people who continue to develop the Ngadju membership. We want all Ngadju people to experience improvements in physical and spiritual health and to assist with teaching
Slide 18: Disruptive Processing Techniques
Disruptive Processing Techniques For personal use only • Fine grained minerals give unexpected reaction kinetics. • Cheap reagents. • Sulphate Process and LTL Process. • High recoveries up to 86% • Saleable waste-products. • Optimisation during Pre-Feasibility Study. ASX Releases 21st March 2023 and
Slide 19: Four Pillars of the Pre-Feasibility Study
Four Pillars of the Pre-Feasibility Study For personal use only Metallurgical Mining Process Plant Product Test Work Approvals Location Marketing ASX: IPT
Slide 20: The Alpha HPA Journey (ASX:A4N)
The Alpha HPA Journey (ASX:A4N) For personal use only $1 B! $20 M ASX: IPT
Slide 21: About Impact Minerals
About Impact Minerals (ASX:IPT) Capital Structure Shareholders For personal use only Board of Directors and Management Non-Executive Chairman: Peter Unsworth Listed on ASX November 2006 Bunnenberg Family 15.7% Managing Director: Dr Mike Jones Shares on Issue 2,864 million ABC Beteiligungen 7.7% Non-
Slide 22: Forward Plan
Forward Plan For personal use only 2023 2024 2025 2026 Maiden Resource Complete optimisation Complete DFS 1000 tpa Demo Plant Scoping Study and PFS start Completion of PFS Mining Lease Granted? Financing Environmental Baseline studies Qualification Samples Qualification Trials Offtake Agreements Opt
Slide 23: Come with us on the journey
COME WITH US ON THE JOURNEY • We aim to be one of the lowest-cost For personal use only producers of HPA globally. • We have a unique deposit in a Tier 1 Jurisdiction. • We have a cost-disruptive metallurgical process now in PFS. • We will build out our capabilities in metallurgy and final product s
Slide 24: Competent Persons Statements
Competent Persons Statements This review of exploration activities and results, the Exploration Target and the metallurgical test work contained in this presentation is based on information compiled by Roland Gotthard, a Member of the Australian Institute of Mining and Metallurgists. He is an employ
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