Jupiter Mines Limited · ASX:JMS
Jupiter Mines — Africa Down Under 2024
19 slides from Jupiter Mines's conference presentation, Sep 4, 2024
Slide 1: Company Overview
For personal use only Company Overview September 2024 Africa Down Under | Perth
Slide 2: Disclaimer
Disclaimer This presentation is provided for information "likely", "intend", "should", "could", "may", "predict", purposes only. The information in this presentation is "plan", "propose", "will", "believe", forecast", in a summary form, does not propose to be complete "estimate", "target" and other
Slide 3: Largest pure play listed manganese miner in the world
Jupiter is the largest pure play listed manganese miner in the world, with 49.9% ownership of Tshipi, a Tier 1 manganese mine. Board of Directors Share Price 1 Market Cap A$0.18 A$353m For personal use only Scott Winter Ian Murray Patrick Murphy NED Chairman NED ex Perenti ex Gold Road MD MD, AMCI G
Slide 4: Tshipi is one of the world's best manganese mines
Tshipi is one of the world’s best manganese mines… Tshipi Sales (Mt, LHS) and Costs (US$/dmtu, RHS) and Mn Price (US$/dmtu, FOB, RHS) 1 3 …outstanding ESG performance….. 4.0 $7.00 For personal use only Sales, 3.5 100% Key ESG KPI Performance, last 4 years (out of 100%) Material 3.5 $6.00 80% Product
Slide 5: Located in the Kalahari Manganese Field
…located in the Kalahari Manganese Field, which holds 73% of the world’s manganese reserves. Khwara Mn 48 For personal use only Wessels Nchwaning Gloria Kudumane Kalagadi Sebilo Mokala United Mn of Kalahari (UMK) Mamatwan Tshipi Perth | ADU 5
Slide 6: Long term manganese market outlook is constructive
Long term, the manganese market outlook is constructive for growth, with demand growth and supply contraction expected. 1 New manganese ore supply will be needed, due to 2 …and continuing growth from steel and new For personal use only expected mine closures and grade run off… demand from EV batteri
Slide 7: Five year strategy FY2023 to FY2028
Jupiter has a strategy to sustainably grow, focused on a planned increase in manganese production, ongoing operating efficiency and (potentially) entering the battery manganese market. FIVE YEAR STRATEGY For personal use only FY2023 – FY2028 FITTEST IN THE FIELD INDUSTRY LEADER SUSTAINABLY UPCYCLE (
Slide 8: Work on all elements of the strategy is underway
Work on all elements of the strategy is underway, with recent important updates. 1 2 3 4 For personal use only FITTEST IN THE FIELD INDUSTRY LEADER SUSTAINABLY UPCYCLE (Efficiency) (Growth) EMPOWERED (EV Batteries) (ESG) • Work on all initiatives is • Planning work for optimising • Jupiter’s inaugur
Slide 9: Sustainably Empowered (ESG)
3 SUSTAINABLY EMPOWERED (ESG) ESG PRIORITIES For personal use only ENVIRONMENT SOCIAL GOVERNANCE 1 EMISSIONS MANAGEMENT 3 HEALTH, SAFETY & WELLBEING 5 MANAGEMENT & WORKFORCE DIVERSITY 2 ENERGY EFFICIENCY 4 COMMUNITY EMPOWERMENT 6 VALUE GENERATION INTEGRITY & ETHICS ENVIRONMENT SOCIAL GOVERNANCE STRA
Slide 10: Video: Social Objectives
Video: Social Objectives Mpho Sadiki, Head of Corporate Affairs & 3 People Tshipi For personal use only Video available on Jupiter website Perth | ADU 10
Slide 11: Transforming Education: Tshipi's Model of Local Development
3 SUSTAINABLY EMPOWERED (ESG) Transforming Education: Tshipi’s Model of Local Development For personal use only Better equipped Improved LEADS TO University local talent Candidates Strong Development of Well-rounded Schools LEADS TO the RESULTS IN School Leavers “Whole Child” Inspiring Competitive s
Slide 12: Case Study: Tshipi's Investment in Local Schools
3 SUSTAINABLY EMPOWERED (ESG) Case Study: Tshipi’s Investment in Local Schools Photo 1 Photo 3 For personal use only Community Technology Teacher Empowerment Integration Empowerment Tshipi’s investment in local education has Upgrading facilities and the Teacher training programs have also been inclu
Slide 13: John Taolo Gaetsewe Developmental Trust (JTG-DT)
3 SUSTAINABLY EMPOWERED (ESG) John Taolo Gaetsewe Developmental Trust (JTG-DT) For personal use only Tshipi’s Role in Educational Transformation • Tshipi joined hands with JTG-DT, focusing on a pivotal aspect of community development – education. • Through the JTG-DT Bursary Scheme, co-funded by Tsh
Slide 14: Case Study: Outlwile Masiapo
3 SUSTAINABLY EMPOWERED (ESG) Case Study: Outlwile Masiapo The JTG-DT Bursary Scheme empowers the next generation through For personal use only financial support for education to overcome economic barriers and achieve academic and professional success. In Gadiboe village, Outlwile Masiapo's journey
Slide 15: UPCYCLE: EV Batteries Market Analysis
4 UPCYCLE: EV Batteries Market Analysis For personal use only Demand Forecast • As EV industry accelerates, so does demand for critical battery components like HPMSM. • Forecasts show a substantial rise in demand for manganese used in EV batteries, with a projected growth in HPMSM from ~160ktpa (52k
Slide 16: HPMSM Production Process
4 UPCYCLE: EV Batteries HPMSM Production Process For personal use only Jupiter has validated the use of Tshipi’s low-grade ore in the production of HPMSM. • The ore’s high Mn content of ~30%, offers distinct advantages in processing volume and logistics over competitors’ resources, which typically c
Slide 17: Highlights of EV Battery Strategy
4 UPCYCLE: EV Batteries HIGHLIGHTS OF EV BATTERY STRATEGY For personal use only RAW MATERIAL LOCATION FOR PLANT PLANT CAPACITY ADVANTAGE North American location Investigating capacity of Tshipi 30% Mn offers cost identified. 80ktpa - 120ktpa. advantage and doesn’t carry high extraction costs. CAPITA
Slide 18: Largest pure play listed manganese miner with dividend track record
Jupiter is the largest pure play listed manganese miner in the world, with a dividend track record, exposure to manganese price upside and a compelling strategy to grow. 1 Commitment to dividend 2 + Growth Upside… 3 + Manganese Price Upside For personal use only policy… JMS Five Year Growth Target:
Slide 19: For more information contact
For personal use only For more information contact: Investor Relations @ Jupiter investorrelations@jupitermines.com