Centaurus Metals Limited · ASX:CTM
Centaurus Metals — Boom in a Room Conference 2021
22 slides from Centaurus Metals's conference presentation, Oct 15, 2021
Slide 1: Jaguar: Accelerating towards the world's next green nickel project
Jaguar: Accelerating towards the world’s next green nickel project A long-life nickel sulphide project in Brazil’s Carajás, ready to plug-in to the lithium-ion battery boom The Boom in a Room │ October 2021 Darren Gordon, Managing Director 1
Slide 2: Disclaimer
Disclaimer ● This presentation does not constitute investment advice. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation does not take into
Slide 3: Centaurus Metals: Our vision
Centaurus Metals Our vision Underpinned by a high-quality asset at Jaguar, we are well placed to deliver on our target to be a clean and efficient 20,000-plus tonne per annum nickel producer by the end of 2024 to assist in the global transition to electrification and to meet anticipated surging dema
Slide 4: A New Era of Nickel Sulphide Demand
A New Era of Nickel Sulphide Demand The looming clean energy revolution WHERE IS THE NEW SUPPLY COMING FROM? EVs and the path to decarbonisation require Class-1 nickel Class-1 nickel will preferentially be sourced from sulphide deposits – low capital intensity, easy processing, lowest carbon footpri
Slide 5: A compelling nickel investment for a clean energy future
Centaurus Metals A compelling nickel investment for a clean energy future +20,000 tonnes per annum of battery grade nickel in sulphate over initial 13-year LOM Post Tax NPV8 The team to deliver: Low Carbon Footprint JORC Mineral Resource Extensive Brazil & 58.9Mt @ 0.96% Ni A$1.11 billion 4.69t CO2/
Slide 6: Brazil: Responsible Mining in an emission-friendly jurisdiction
Brazil Responsible Mining in an emission-friendly jurisdiction ROAD MAP TO MINING FAVOURABLE TAX SYSTEM ROYALTIES TO THE REGIONS Well-Established Mining 15% effective tax rate for first Royalties split between the Regulation and Tenement 10yrs of operations municipal (65%), state and System (SUDAM P
Slide 7: Brazil's Carajás Mineral Province
Brazil’s Carajás Mineral Province A Tier-1 global mining province Jaguar Nickel Sulphide Project 58.9Mt at 0.96% Ni Inc. 20.0Mt at 1.56% Ni The Carajás contains one of the world’s largest known concentrations of large-tonnage world-class mineral deposits 7
Slide 8: Outstanding infrastructure and logistics
Brazil’s Carajás Mineral Province Outstanding infrastructure and logistics ● High-Voltage (138kV) grid power 40km line from Tucumã to site ● Brazil’s national power grid runs on +80% renewables ● Low cost, clean power – less than US$0.10/kWh ● Project located 40km north of Tucumã and Ourilândia do N
Slide 9: GHG Emissions – Forecast to be a Class-leader
GHG Emissions – Forecast to be a Class-leader Powered by renewables & high-grade nickel sulphides GHG Intensity Curve – Nickel (E1 GHG Emission Metrics®) Jaguar Nickel Sulphate Project 4.69t of CO2/t of NiEq Life-of-mine CO2 footprint forecast to be lower than 97% of global nickel production The bes
Slide 10: Large-tonnage high quality Resource
Jaguar Project – Large-tonnage high quality Resource Low-cost open pit & underground operations JORC Mineral Resource Estimate: 58.9Mt @ 0.96% Ni for 562,600 tonnes of contained nickel metal ● Current JORC MRE based on +74,000m of diamond drilling ● 80% of MRE within 200m of surface ● 7 x Diamond an
Slide 11: Jaguar Project – Compelling Economics
Jaguar Project – Compelling Economics Nickel sulphate plant to treat 2.7Mtpa Targeting world’s best-practice tailings & emissions management Processing Plant Capacity – 2.7Mtpa Development Capital – US$288 million Low capital intensity – US$14,500/t Annual Ni Prod’n After Tax Payback – 1.8 Y
Slide 12: Approvals & Stakeholder Engagement
Jaguar Project – Approvals & Stakeholder Engagement Building relationships now and for the future Environmental Approvals On-Track ● Majority of the project footprint already disturbed (pasture land) ● Lodgement of EIA/RIMA completed – August 2021 Land Access ● Secured possession of two key properti
Slide 13: Resource Growth and Upside
Jaguar Project – Resource Growth and Upside 65km of development & growth drilling for 2021 Onça Deposits Resource Development & Growth 20km of in-fill and extensional drilling 15km of step-out drilling 5km of geotechnical & metallurgical drilling Jaguar Deposits +3.0km Greenfields Growth Drilling 25
Slide 14: Resource Growth and Upside: Deep plumbing systems in the Carajás
Jaguar Project – Resource Growth and Upside Deep plumbing systems in the Carajás World-class Carajás IOCG deposits hosted in regional-scale structures. Salobo (Cu-Au) Mine, mineralisation to depths of +1,500m and remains open! > 1.0% Cu 0.4 - 1.0% Cu JAGUAR IS JUST GETTING STARTED Source: Wheaton Pr
Slide 15: Deep plumbing - open at depth & below UG stope limits
Jaguar Project – Resource Growth and Upside Deep plumbing - open at depth & below UG stope limits 300m 350m Untested Untested 15 Jaguar South Jaguar Central Onça Preta
Slide 16: DHEM to drive more deep massive sulphide discoveries
Jaguar Project – Resource Growth and Upside DHEM to drive more deep massive sulphide discoveries DHEM Conductor plates extend +270m below deepest drilling DHEM Plates Open & Untested 17.6m @ 4.86% Ni from 208m, within 56.1m @ 2.05 Ni 16
Slide 17: Greenfields Discovery Pipeline
Jaguar Project – Greenfields Discovery Pipeline The Tigre Prospect – the next cat off the rank? Exploration Pipeline Tigre Leão Dente de Sabre Twister Roquefera Puma Contact Fliperama Jaguar Central Sul Onça Preta SE Tigre greenfields discovery drilling has intersected nickel Jaguar NE Extension sul
Slide 18: Targeted Development Timeline
Jaguar Project Targeted Development Timeline Q3/2023 – Formal Decision to Mine Q4/2022 – Definitive Feasibility Study Q4/2021 & Q2/2022 – MRE Resource Upgrades Q3/2021 – Lodge Key Environmental Licence Q1/2021– MRE Upgrade & Scoping Study Results 18
Slide 19: Corporate Summary
Corporate Summary Capital Structure October 2021 Shares on Issue 358m Unlisted Options 12m Top 20 Holders 62% Market Capitalisation ($1.05) A$376m Cash – 30/9/21 A$16m Other Significant Assets Jambreiro Iron Ore Project Substantial Shareholders Sprott Inc. 9.6% McCusker Holdings Pty Ltd 8.0% Harmani
Slide 20: Key investment takeaways
Centaurus Key investment takeaways ● Nickel focus – sustainable nickel sulphide asset leveraged to strong long-term Class-1 nickel market outlook ● Extremely low carbon footprint – estimated to be lower than 97% of global nickel production ● Favourable infrastructure-rich project location – the worl
Slide 21: Contact us
Jaguar: Accelerating towards the world’s next green nickel project Boom in a Room Conference │ October 2021 Darren Gordon, Managing Director Contact us office@centaurus.com.au.au (+61) 8 6424 8420 Follow our communications: : Centaurus Metals : @CentaurusMetals 21
Slide 22: March 2021 JORC MRE & May 2021 Production Target
Centaurus March 2021 JORC MRE & May 2021 Production Target Resource Tonnes Grade Contained Metal kt Material Resource Ore Ni Metal Deposit Mining Method Ni % Category Mt Ni % Cu % Co ppm Ni Cu Co Type Category Mt kt IND 7.4 1.19 0.06 239 87.4 4.2 1.8 Open Pit High-grade IND 12.8 1.09% 140.2 Jaguar S