Heavy Minerals Ltd · ASX:HVY
Heavy Minerals — Investor Presentation (October 2023)
12 slides from Heavy Minerals's investor presentation, October 2023
Slide 1: Industrial Minerals Developer
ASX : HVY Investor Presentation | October 2023 Industrial Minerals Developer
Slide 2: Important Notice
Heavy Minerals Limited (ASX:HVY) Important Notice: This presentation has been prepared by Heavy Minerals Limited and its related entities (the “Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Com
Slide 3: Capital Structure
Capital Structure2 Retail 33.98% Directors 11.60% ASX CODE SHARES ON ISSUE2 SHARE PRICE2 HVY 57.6M $0.12 Remaining Top 20 MARKET CAP2 DEBT2 54.42% CASH1 $6.91M $0.320M nil 1 at 30th June 2023, 2 at 3rd October 2023 3
Slide 4: The Board & Executive
The Board & Executive Adam Schofield Aaron Williams Greg Jones Andrew Taplin Dip (MechEng) B Comm, MBA B App Sc (Geol - Hons), FAusIMM B Eng (Mech), MBA, GAICD Chairman Non-Executive Director Non-Executive Director CEO Mr. Schofield is a mining Mr. Williams is a renowned international Mr. Jones has
Slide 5: Heavy Minerals Limited: Industrial Minerals Developer and Explorer
Heavy Minerals Limited (ASX:HVY) Heavy Minerals Limited (HVY) is an Industrial Minerals Developer and Explorer with Projects adjacent to world Industrial Garnet Zircon Titanium Dioxide class deposits in pro-mining jurisdictions •Western Australia – Port Gregory Project: JORC Mineral Resource 166 MT
Slide 6: The Port Gregory Garnet Project
The Port Gregory Garnet Project Low Capex – $110m NPV8 - $253m1 Finance Payback 4.2 years IRR - 33%2 FCF - $588m3 Atradius (Dutch Sovereign Wealth Fund) Letter of Funding Support for project funding Export Finance Australia engagement Proven and simple mining & processing Technical Rapid project dev
Slide 7: What's Almandine Garnet?
What’s Almandine Garnet? Superior hardness (7.5 Mohs hardness) - High quality surface finish - High productivity - Low abrasive consumption ESG - Low dust - Inert – environmentally friendly with no hazardous by-products - Recyclable (Almandine Garnet can be recycled several times) - Minimal Health a
Slide 8: Mining & Processing is as simple as it gets!
Mining & Processing is as simple as it gets! 8
Slide 9: Market Opportunities for Almandine Garnet
Supply and Demand Fundamentals: Market Opportunities for Almandine Garnet A story of global garnet supply coming off and prices increasing Garnet Market Analysis • Indian, Australian and USA supply and production challenges have materially impacted global supply • Geo-political USA-China tensions bo
Slide 10: Competitor Analysis and Garnet End Users – Global Production
Competitor Analysis and Garnet End Users – Global Production Global Users and potential direct Customers Blasting Water Jet 10
Slide 11: Summary
Summary • Near term production anticipated from the Port Gregory Project (2026-2027) • Strong overall financial metrics, especially FCF post tax expected following first production creating opportunities for further investment and early shareholder earnings • Funding options for Port Gregory constru
Slide 12: Andrew Taplin, Chief Executive Officer
Andrew Taplin Chief Executive Officer Phone: (08) 9481 0389 Email: info@heavyminerals.com www.heavyminerals.com
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