Impact Minerals Limited · ASX:IPT
Impact Minerals — Investor Presentation (August 2026)
24 slides from Impact Minerals's investor presentation, Aug 25, 2026
Slide 1: Impact Minerals
impact minerals ASX: IPT For personal use only
Slide 2: The Problem: Global Uncertainty is Driving Onshoring and Self Sufficiency
impact minerals ASX: IPT The Problem: Global Uncertainty is Driving Onshoring and Self Sufficiency For personal use only
Slide 3: Our solution: Building a Critical Minerals Powerhouse
impact minerals ASX: IPT Our solution: Building a Critical Minerals Powerhouse…. For personal use only …from the Salt Lakes of Western Australia
Slide 4: The Future Isn't Mined. It's Engineered
The Future Isn’t Mined. It’s Engineered For personal use only ASX: IPT
Slide 5: From explorer to a critical-minerals producer
impact minerals ASX: IPT From explorer to a For personal use only critical-minerals producer A globally significant, low-cost high-purity alumina business in the making. 4N 10,000 tpa A$1.165bn 80% / 50% 99.99% HPA DEMONSTRATED PFS PRODUCTION BASE PFS POST-TAX NPV LAKE HOPE / ALLUMINOUS Investor Roa
Slide 6: Disclaimer
DISCLAIMER This report contains forward looking statements that are subject to risk factors associated with resource businesses. While all due care has been taken in preparing the report, projections may be affected by a variety of variables and changes in underlying assumptions which could cause ac
Slide 7: Five reasons Impact is undervalued
THE INVESTMENT CASE Five reasons Impact is undervalued For personal use only 01 A globally significant, low-cost HPA resource A shallow salt-lake orebody in Tier-1 WA, JORC-compliant, with completed PFS economics. 02 A patented low-temperature leach producing 4N HPA A differentiated, lower-carbon pr
Slide 8: Two independent assets, one HPA strategy
COMPANY SNAPSHOT Two independent assets, one HPA strategy For personal use only A$17.1m A$0.032 A$2.08m 516.8m MARKET CAPITALISATION SHARE PRICE CASH SHARES ON ISSUE As at 31 July 2026 Lake Hope HPA 80% Alluminous / HiPurA 50% MINERAL CHEMICAL The flagship HPA project and resource, plus A separate d
Slide 9: A market pulling ahead of supply
THE MARKET A market pulling ahead of supply For personal use only ~20% CAGR · 2024 to 2034 US$4.6bn → US$15.8bn by 2034 A structural 4N supply deficit is forecast from ~2026. Lithium-ion batteries LED & micro-LED Ceramic-coated separators Sapphire substrate & phosphor Semiconductors Synthetic sapphi
Slide 10: A High Margin Business if its ultra-pure
THE BUSINESS CASE A High Margin Business if its ultra-pure Its all about the Ns (4N = 99.99% Al2O3) For personal use only >US$50,000 6N 5N >US$30,000 4N >US$15,000-$30,000 3N >US$5,000-$15,000 Smelter Grade <US$2,000 per tonne **In-housePurity figures is researched by Impact where the valueMinerals
Slide 11: Western Australia: A Tier One Jurisdiction
THE BUSINESS CASE Western Australia: A Tier One Jurisdiction For personal use only WHY IT A stable, mining-friendly jurisdiction — proven infrastructure, a skilled workforce and MATTERS direct access to port de-risk the path to market. Impact Minerals Limited · ASX: IPT RIU Resources Investor Roadsh
Slide 12: A large, naturally low-cost orebody
THE RESOURCE · LAKE HOPE (IPT: 80%) A large, naturally low-cost orebody For personal use only 1.7 million tonnes at 26% Al₂O₃ JORC (2012) Maiden Ore Reserve – 33 year initial mine life Close to surface Mineralisation at surface — no deep drilling or blasting Soft and low-cost to mine Relatively soft
Slide 13: Robust returns, low capital intensity, low cost
THE ECONOMICS · LAKE HOPE PFS (80%) Robust returns, low capital intensity, low cost For personal use only A$1.2bn 47.5% 2.2 yrs A$259m POST-TAX NPV POST-TAX IRR CAPITAL PAYBACK INITIAL CAPITAL at a 10% discount rate internal rate of return from first production incl. contingency Among the lowest-cos
Slide 14: Lower cost, lower carbon by design
THE PROCESS · LAKE HOPE (80%) Lower cost, lower carbon by design For personal use only SCOPE 1 & 2 EMISSIONS (t CO₂ / t HPA) 12.3 Incumbent alkoxide 5.03 Alpha HPA (A4N) 3.44 Impact LTL 1.37 Impact LTL (renewables) 3.44 vs 12.3 — a fraction of incumbent emissions. Operating pilot · Alluminous Patent
Slide 15: An independent, modular route to HPA
T H E S E C O N D R O U T E · A L L U M I NO US ( 5 0 % ) An independent, modular route to HPA For personal use only A separate project & technology 50%-owned, with its own ownership, commercials and route to market — distinct from Lake Hope. Patented process A chemical solvent-exchange route to 4N
Slide 16: A clear pathway to commercialisation
THE PATHWAY A clear pathway to commercialisation For personal use only 3 4 5 Scoping Study Pre-Feasibility Pilot Plant Demonstration Commercial Complete Complete · Jun 2025 Operating · govt co-funded Next growth stage Target — FID $2.9 million Applications for Govt funding Running in parallel — cust
Slide 17: Exploration upside: capital discipline
THE BUSINESS Exploration upside: capital discipline For personal use only Gold and Silver Copper-silver-lead-zinc Commonwealth Project Broken Hill Joint Venture with Kuniko Limited (IPT 49%) 100% IPT JV discussions in progress 560 sq km in the Lachlan Copper-Gold Province 2,000 sq km around the Brok
Slide 18: A board reshaped to deliver
LEADERSHIP A board reshaped to deliver For personal use only JM MJ SP FB PI Jim McKerlie Dr Mike Jones Scott Phegan Dr Frank Bierlein Paul Ingram INDEPENDENT MANAGING DIRECTOR EXECUTIVE TECHNICAL NON-EXECUTIVE NON-EXECUTIVE NON-EXEC CHAIR DIRECTOR DIRECTOR DIRECTOR Capital markets & Exploration & mi
Slide 19: Where's the value?
$ COMPETITOR ANALYSIS Where’s the value? For personal use only Start date 2015 2017 2023 Capacity ~2,000 tpa 350 tpa 200 tpa 2026 OpEx >US$6,000/t >US$8,000/t <US$5,000/t Scaling 6,000 tpa in 2028 10,000 tpa in 2027-31 +2,000 tpa in 2027 Capital efficiency /1000tpa HPA A$100M A$100M A$25M? Market Ca
Slide 20: Catalysts that close the valuation gap
WHY NOW Catalysts that close the valuation gap Technical de-risking has outrun the share price. These are the activities most likely to re-rate the stock as they are delivered. For personal use only Near term Study & approvals Funding & offtake Continuous pilot-plant Demonstration Plant Offtake & st
Slide 21: A renounceable offer, open to all shareholders
T H E E N T I T L E M E NT O F F E R · C A P I T A L R A I S I N G A renounceable offer, open to all shareholders For personal use only A$4.13m 1 for 4 A$0.032 2 for 3 FREE ATTACHING TARGET RAISE ENTITLEMENT RATIO ISSUE PRICE OPTIONS up to, before costs new shares per 4 held ≈22% below last close at
Slide 22: Join us on the journey from explorer to a preferred supplier of high-purity alumina
impact minerals ASX: IPT Join us on the journey from For personal use only explorer to a preferred supplier of high-purity alumina. We invite investors to participate in the next phase of value creation as Impact converts a completed PFS, a differentiated process and an operating pilot into a qualif
Slide 23: Competent Persons Statements
23 Competent Persons Statements This review of exploration activities and results, the Exploration Results contained in this presentation is based on information compiled by Dr Mike Jones, a Member of For personal use only the Australian Institute of Geologists and an employee of Impact Minerals Lim
Slide 24: Competent Persons and Cautionary Statements
24 Competent Persons and Cautionary Statements The information in this report that relates to the maiden Ore Reserves is based on, and fairly represents, information and supporting documentation prepared by Mr For personal use only Joel van Anen, a Competent Person who is a Member of The Australasia
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