Catalyst Metals Limited · ASX:CYL
Catalyst Metals — Shareholder Meeting (November 2023)
19 slides from Catalyst Metals's shareholder meeting presentation, Nov 17, 2023
Slide 1: Chairman's AGM Address and Managing Director's Presentation (ASX cover letter)
17 November 2023 ASX Market Announcements ASX Limited Exchange Centre 20 Bridge Street SYDNEY NSW 2000 CHAIRMAN’S AGM ADDRESS AND MANAGING DIRECTOR’S PRESENTATION Catalyst Metals Limited (Company) encloses a copy of the Chairman’s Address and the presentation to be made by the Managing Director at t
Slide 2: Chair's Address and Managing Director's Presentation
CATALYST METALS LIMITED ABN 54 118 912 495 CHAIR’S ADDRESS AND MANAGING DIRECTOR’S PRESENTATION ANNUAL GENERAL MEETING 17 NOVEMBER 2023
Slide 3: Chair's Address: Welcome
CATALYST METALS LIMITED CHAIR’S ADDRESS ANNUAL GENERAL MEETING 17 NOVEMBER 2023 AT 10.00 A.M. On behalf of the board of Catalyst Metals Limited I would like to welcome all shareholders to today’s meeting. We thank you for your support of CYL. Firstly, to introduce myself given I have only been Chair
Slide 4: Chairman's experience and historic results for the year
I have over 30 years’ experience in investment markets, the majority as a general partner in private equity firms. I have served on the boards of numerous public and private companies, and most relevant to Catalyst I have served on the Investment Committee of EMR Capital, a resources-focused private
Slide 5: 2023 was a transformational year for Catalyst
2023 was a transformational year for Catalyst, successfully consolidating the Plutonic gold belt via the acquisition of Vango Mining and Superior Gold. A $21.6 million placement in March was strongly supported by existing shareholders and institutional investors and placed Catalyst in a strong finan
Slide 6: Vision for the Company going forward
We have spent the week together at Plutonic and here in Perth working closely together. The Board has observed how well this new team is operating, and as James will outline shortly, early results are encouraging. I finally want to briefly outline a vision for the Company going forward. Via the tran
Slide 7: Managing Director welcome
Thank you David, and thank you everyone for joining us here today at our 2023 Annual General Meeting. -6-
Slide 8: Year of considerable change: Plutonic Gold Belt consolidation
The year ending 30 June 2023 was obviously a year of considerable change for the company. Less than 12-months ago, Catalyst held two assets being the Four Eagles Joint Venture with Hancock Prospecting immediately north of the historic Bendigo goldfields and the Henty Gold Mine on the West Coast of T
Slide 9: Rationale for Plutonic acquisition and operational risk
relevance to a broader group of shareholders, particularly institutional shareholders; (2) we believed that due to the fractured ownership history of the belt, it’s geological prospectivity was unique in both Australia and the developed world; and (3) in relative value terms to the rest of our exist
Slide 10: Work still to be done at Plutonic
There is still an enormous amount of work to be done at Plutonic. There is no question about that. We inherited a mine that was considerably underinvested in and a capital structure ill- equipped for the assets it supported. Like any team, we have our good days and our bad days. However, we are cogn
Slide 11: Existing infrastructure and mill at Plutonic
Obviously, one of the key benefits in acquiring Plutonic is the existing infrastructure and the role an existing mill, on top of such a prospective belt, plays in this inflationary environment. Furthermore, such a mill, existing in close proximity to so many known resources along the Plutonic belt,
Slide 12: Quality of Plutonic's historical deposits
Part of Catalyst’s rationale for acquiring the Plutonic belt was that it believed the quality of Plutonic’s historical deposits had been somewhat forgotten. Plutonic began operating as an open pit in 1990 and commenced as an underground in 1995. Within this 33 years of continuous operation lies some
Slide 13: Consolidation strategy and Trident project
Obviously, core to the consolidation strategy was feeding satellite ore sources through a central processing facility. Trident is the first such project. We believe there will be many more to follow. Trident’s progress has been rapid. Drilling and definitive feasibility study testwork has been progr
Slide 14: Exploration upside
Exploration upside has always been a key feature to any Catalyst strategy. Led by fellow Director, Bruce Kay, exploration is one area where Catalyst thinks that it perhaps has a competitive advantage over its peers. The exploration at Plutonic, we believe, is extremely prospective. The fractured own
Slide 15: Bendigo tenements and maiden resource
Catalyst also controls tenements spanning 75km immediately north of the historic Bendigo goldfields. In May this year, Catalyst released a maiden Resource of 163,000oz at 7.7 g/t Au. Importantly, this included the newly discovered high grade Iris Zone, estimated to contain 70koz at 26 g/t Au. This w
Slide 16: Henty acquisition and closing remarks
Catalyst acquired Henty in January 2021. It was an important acquisition for Catalyst. It is no mean feat for any exploration company to graduate into being a gold producer. Catalyst was able to do that in acquiring Henty and in doing so, was able to ready itself for in running an operation the scal
Slide 17: Appendix: Detailed Peer Data of Mid-Tier Mining Companies
Appendix: Detailed Peer Data of Mid-Tier Mining Companies Development Market Cap Production company 4 Stage (asm) (koz) SLR Silver Lake Resources. Producer 921 260 2,014 Fourth Quarter and FY23 Sales Report 04 July 2023 Investor Presentation 2 May 2023 Ms Ramelius Resources Producer 1,368 241 1,873
Slide 18: Important Notices
Important Notices IMPORTANT NOTICE AND DISCLAIMER. This investor presentation (the Presentation) «dated 11 September 20733 i has been prepared by Catalyst Metals Larted (ASX: CYL) (Catalyst or the Company) ‘SUMMARY INFORMATION This ‘contains summary about Catalyst its and activites and is current as
Slide 19: Competent person's statement
Competent person’s statement The information in this report that relates to exploration results is based on information compiled by Mr Bruce Kay, a Competent Person, who is a Fellow of the Australasian Institute of Mining and Metallurgy. Mr Kay is a non- executive director of the Company and has suf
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