Nickel Industries Limited · ASX:NIC
Nickel Industries — Q4 2022 Earnings Presentation
10 slides from Nickel Industries's earnings presentation, Jan 31, 2023
Slide 1: Quarterly Activities Presentation for the period ended 31 December 2022
For personal use only QUARTERLY ACTIVITIES PRESENTATION FOR THE PERIOD ENDED 31 December 2022 Transition to nickel matte, ANI ramp-up and record Hengjaya Mine production underpins record Group EBITDA from operations of US$106.1M 0
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Nickel Industries Limited (ABN 44 127 510 589) (‘NIC’). The information contained in this presentation is for For personal use only information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read i
Slide 3: December quarter review
December quarter review Transition to nickel matte, ANI ramp-up and record Hengjaya Mine production underpins record Group EBITDA from operations of US$106.1M Record Ni metal production of 23,072 tonnes (100% basis) For personal use only – 13.8% higher than December quarter (20,275 tonnes) – ANI c
Slide 4: Dec'22 Quarter financial results
Dec’22 Quarter financial results Movement Presented on a 100% basis unless otherwise stated Units Dec’22 results (Dec’22 vs. Sep’22) For personal use only Gross production Nickel metal tonnes Record 23,072 +13.8% (from 20,275 tonnes in Sept Qtr) NPI gross production Nickel metal tonnes 18,329 (9.6%)
Slide 5: Ramping up production across our RKEF portfolio
Ramping up production across our RKEF portfolio Consistent, industrial style cost base with production set to materially increase over the next 12 months as ONI commissions For personal use only Quarterly RKEF production performance (100% basis) HNI RNI ANI ONI Total 15,000 11,166 15,566 20,275 23,0
Slide 6: Record RKEF EBITDA achieved in Dec'22 quarter
Record RKEF EBITDA achieved in Dec’22 quarter Dec’22 quarter achieved record EBITDA driven by nickel matte production and commissioning of the ANI power plant For personal use only EBITDA per tonne sold (US$/t) 120.0 $6,028/t $7,386/t $5,367/t $2,261/t $4,146/t 100.0 Dec’22 EBITDA up 99% since 90.0
Slide 7: Another quarter of record production at Hengjaya Mine
Another quarter of record production at Hengjaya Mine Production summary Mar’22 Jun’22 Sep’22 Dec’22 YTD 2022 For personal use only Saprolite mined wmt 810,324 792,630 599,790 687,831 2,890,575 Limonite mined wmt 263,201 520,862 1,098,186 2,020,027 3,902,276 Nickel ore mined wmt 1,073,525 1,313,492
Slide 8: Hengjaya Mine – a global top nickel resource
Hengjaya Mine – a global top 10 nickel resource Global contained nickel resources and grade For personal use only 20.0 3.50% 18.5 3.18% 18.0 3.00% 16.0 2.60% 2.47% 13.9 2.39% Contained Ni Resources (Mt) 2.50% Ni Grade (%) 14.0 1.94% 1.99% 12.0 1.85% 1.81% 1.76% 2.00% 1.70% 1.70% 1.65% 10.0 9.5 1.53%
Slide 9: Electric Vehicle Battery Supply Chain Strategic Framework Agreement
Electric Vehicle Battery Supply Chain Strategic Framework Agreement Transformational transaction to increase battery materials exposure For personal use only Multi-faceted Electric Vehicle Battery Supply Chain Strategic Framework Agreement (‘Strategic Agreement’) with Shanghai Decent. Binding ag
Slide 10: Thank You
For personal use only THANK YOU 9