Aurelia Metals Limited · ASX:AMI
Aurelia Metals — Non-Deal Roadshow (July 2023)
22 slides from Aurelia Metals's roadshow presentation, Jul 6, 2023
Slide 1: Investor Roadshow: CEO's 100-Day Plan
1 rsonal use only INVESTOR ROADSHOW 6 – 7 July 2023 CEO’s 100-Day Plan ASX Code: AMI
Slide 2: Forward Looking Statements
2 FORWARD LOOKING STATEMENTS AURELIA METALS INVESTOR ROADSHOW This presentation has been prepared by Aurelia Metals Limited (“AMI” or the By its very nature, production and exploration for gold and base metals is a high rsonal use only “Company”). It should not be considered as an offer or invitatio
Slide 3: About Me
3 ABOUT ME AURELIA METALS INVESTOR ROADSHOW • A Bachelor of Engineering (Mining Hons) and a Masters in Applied Finance and Investment with more than rsonal use only 30 years experience across a broad range of commodities, geographies and operations, both mining and downstream. • Most recent appointm
Slide 4: CEO's 100-Day Plan
4 CEO’S 100-DAY PLAN AURELIA METALS INVESTOR ROADSHOW Roadmap to unlock significant shareholder value rsonal use only STABILISE CEO’s 100-Day Plan ACCELERATE REPLICATE *Complete *Active Now ✓ Returned operations to cash • Finalise revised Vision and Strategy • Implement Cobar Province model to • Ste
Slide 5: Cobar Province Model
5 COBAR PROVINCE MODEL AURELIA METALS INVESTOR ROADSHOW Maximising use of assets and strategic value rsonal use only • Hub and spoke model designed to fill the mill to maximum throughput at Peak and optimise use of Hera • Options to accelerate organic and inorganic growth using Strategic Partnership
Slide 6: Finance Package
6 FINANCE PACKAGE AURELIA METALS INVESTOR ROADSHOW Facilities now in place to deliver future growth rsonal use only • US$24M Loan Note Advance Agreement (Loan Note Advance) undrawn, but may contribute to funding the construction of the Federation Project; and • A$65M Performance Bond Facility (Bond
Slide 7: Highly Experienced Board and Refreshed Management Team
7 HIGHLY EXPERIENCED BOARD AND REFRESHED MANAGEMENT TEAM AURELIA METALS INVESTOR ROADSHOW Focused on releasing the significant value inherent in the Aurelia portfolio New Executive Management Board of Directors rsonal use only • 30 years experience across a broad range of commodities, • Appointed No
Slide 8: Delivering Federation and Cobar Basin Growth
8 rsonal use only DELIVERING FEDERATION AND COBAR BASIN GROWTH
Slide 9: Aurelia Metals – Today and the Future
9 AURELIA METALS – TODAY AND THE FUTURE AURELIA METALS INVESTOR ROADSHOW Aurelia positioned to reweight business towards base metals production with substantial precious metals credits rsonal use only Actual FY22A Revenue Mix by Commodity Illustrative Future Revenue Mix by Commodity ~45% base ~80% b
Slide 10: Federation Project
10 FEDERATION PROJECT AURELIA METALS INVESTOR ROADSHOW A compelling investment High grade rsonal use only 5.0Mt at 9.2% Zn, 5.4% Pb, 0.9g/t Au, 6g/t Ag and 0.3% Cu (Mineral Resource Estimate as at 30 June 2022 Capital efficient Leverages existing mills at Peak and Hera and inflation offset by abilit
Slide 11: Copper Development Peer Comparison
11 COPPER DEVELOPMENT PEER COMPARISON INVESTOR PRESENTATION WILSONS CONFERENCE One of the highest grade undeveloped copper Resources in Australia 1 rsonal use only 23 MARCH 2023 1. See Appendix
Slide 12: Resource Potential
12 RESOURCE POTENTIAL AURELIA METALS INVESTOR ROADSHOW Recent results highlight the value of the tenement package rsonal use only Queen Bee • 10km from Peak Mine infrastructure • Results include: ‒ 2.9m @ 4.2% Cu, 28g/t Ag and 0.1g/t Au ▪ Including 1.0m @ 5.5% Cu, Chesney East Gold Lens Burrabungie
Slide 13: Cobar Basin Exploration Pipeline
13 AURELIA METALS 6 – 7 JULY 2023 INVESTOR ROADSHOW rsonal use only COBAR BASIN EXPLORATION PIPELINE
Slide 14: Land Access Areas
14 LAND ACCESS AREAS AURELIA OWNED AREAS: 2023 AURELIA METALS INVESTOR ROADSHOW rsonal use only 6 – 7 JULY 2023 LAND ACCESS AREAS: 2020 LAND ACCESS AREAS: 2023
Slide 15: Implied Value versus Market Cap
15 IMPLIED VALUE VERSUS MARKET CAP AURELIA METALS INVESTOR ROADSHOW Non-cash assets valued at just A$56M rsonal use only A$56M delta includes: ✓ Operating assets: Peak and Dargues ✓ Associated infrastructure, including three processing plants ✓ 2 x consented Projects at high grade (~A$400M NPV @ spo
Slide 16: Investment Highlights
16 INVESTMENT HIGHLIGHTS AURELIA METALS INVESTOR ROADSHOW Fully funded to deliver the Federation Project rsonal use only one of Australia's highest grade base metals developments Great Cobar to follow providing additional high-grade copper production Utilisation of existing Cobar Basin infrastructur
Slide 17: Appendicies
17 rsonal use only APPENDICIES
Slide 18: Company Snapshot
18 COMPANY SNAPSHOT rsonal use only
Slide 19: Aurelia Snapshot
19 AURELIA SNAPSHOT AURELIA METALS INVESTOR ROADSHOW Established production | Capital efficient growth projects | Strategic Cobar Basin infrastructure rsonal use only • 3 x operating, base and precious metals mines with 1.25Mtpa of processing capacity (only 550ktpa currently utilised) and substantia
Slide 20: Aurelia Portfolio
20 AURELIA PORTFOLIO AURELIA METALS INVESTOR ROADSHOW Two producing Assets with strategic infrastructure set to support development of two compelling, base metals projects rsonal use only Established Production Base Near-Term Development Peak (North and South) Hera Dargues Federation Great Cobar Own
Slide 21: Federation Project Timeline
21 FEDERATION PROJECT TIMELINE AURELIA METALS INVESTOR ROADSHOW Less than 12 months to first stope ore production rsonal use only Capital works • Design and planning for next stage of site development works commenced • Execution planning for Peak Mine process plant additions underway • Ventilation s
Slide 22: Copper Developer Peer Comparison
22 COPPER DEVELOPER PEER COMPARISON AURELIA METALS INVESTOR ROADSHOW Company Ticker Project Resource (Mt) Grade (% Cu) Contained Copper (Mt) Reference Eloise (A1M) https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02628317- AIC Mines A1M 5.7 2.40% 0.137 [69:31] 6A113514