Impact Minerals Limited · ASX:IPT
Impact Minerals — Shareholder Meeting (November 2024)
25 slides from Impact Minerals's shareholder meeting presentation, Nov 27, 2024
Slide 1: Impact Minerals Limited: 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. Impact confirms that all material assumptions underpinning the production target and forecast financial information in the Scoping Study continue to apply ASX: IPT
Slide 5: Potentially the Lowest Cost Producer
POTENTIALLY THE LOWEST COST PRODUCER For personal use only ASX Release 9th November 2023 ASX: IPT
Slide 6: 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 7: 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 US$15,000 abrasives, Business cataly
Slide 8: Lake Hope: A multi-decade HPA mine
Lake Hope: A multi-decade HPA mine 700,000 Tonnes of Al2O3 (Alumina). For personal use only Benchmark production of 10,000 tonnes per annum = >50 year mine life Mineral Resource Estimate Category Tonnes Al2O3 % Contained Al2O3 Measured 730,000 25.8 189,000 Indicated 1,880,000 25.0 471,000 Inferred 1
Slide 9: Project Location: Western Australia, a Tier One Jurisdiction
Project Location For personal use only Western Australia A Tier One Jurisdiction ASX: IPT
Slide 10: Lake Hope: a unique deposit
Lake Hope: a unique deposit For personal use only West Lake East Lake 1 km ASX: IPT
Slide 11: The Perfect Orebody?
The Perfect Orebody? For personal use only Micron to nanometre sized particles! ASX: IPT
Slide 12: 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 13: Mining Lease Application Lodged
Mining Lease Application Lodged For personal use only ASX Release August 12th 2024 ASX: IPT
Slide 14: Very low cost mining
Very low cost mining Less than 5% of Opex For personal use only ASX: IPT
Slide 15: 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 16: The Lake Hope PFS Jigsaw Puzzle
The Lake Hope PFS Jigsaw Puzzle For personal use only ASX: IPT
Slide 17: Mining Option Areas
Mining Option 2 Areas For personal use only Area 3 HR Area 2 HG Area 3 Area 4 Area 1 HR Area 1 Area 2 ASX: IPT
Slide 18: Federal Grant of $2.87 million
Federal Grant of $2.87 million For personal use only • Three-way collaboration with CPC Engineering and ECU • Construction of Pilot Plant • Sustainable HPA production • Membrane Selective Technology for reagent and waste water • Forms the foundation of the Definitive Feasibility Study. ASX Release 2
Slide 19: Process Plant: small and elegant
Process Plant: small and elegant For personal use only ASX: IPT
Slide 20: Marketing Approach & Timeline
Marketing Approach & Timeline For personal use only PFS DFS Market Product Customer PFS Pricing Peer Review Pilot Plant Mapping Definition Engagement • Determine long • HPA supply demand • Project • Proof of concept • Product and co- • Product sample availability term pricing for PFS modelling econo
Slide 21: The Alpha HPA Journey (ASX:A4N)
The Alpha HPA Journey (ASX:A4N) $1 B! For personal use only $20 M • Indicative demand of 20,000 tonnes per year of HPA • Construction of 10,000 tonnes per year plant in progress ASX: IPT
Slide 22: 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 16.8% Managing Director: Dr Mike Jones Shares on Issue 3,059 million Deutsche Balaton 6.5% Non-E
Slide 23: Forward Plan
Forward Plan For personal use only 2023 2024 2025 2026 Maiden Resource Continue optimisation Complete PFS Mining Lease granted? Scoping Study and PFS start Compile PFS Start 10 tpa Pilot Plant 1000 tpa Demo Plant Environmental Baseline studies Resource Upgrade Qualification Trials Financing Optimisa
Slide 24: 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 25: 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 and an employee
Impact Minerals — Shareholder Meeting (November 2024) on 6ix