Altius Minerals Corporation · TSX:ALS
Altius Minerals — Investor Presentation (April 2024)
13 slides from Altius Minerals's investor presentation, Apr 10, 2024
Slide 1: Altius Minerals Investor Presentation April 10, 2024
TSX: ALS | OTCQX: ATUSF APRIL 10, 2024 Renewable Power | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward Looking Statements
Forward Looking Statements This document includes certain statements that constitute “forward- In particular, the forward looking statements and information looking statements” and “forward-looking information” within the contained herein relating to past, present and future commodity meaning of app
Slide 3: Potash Royalties Outlook: Volume (Demand) Considerations
Potash Royalties Outlook Volume (Demand) Considerations Demand recovery underway Both of our operators noting potash demand recovery back towards long-term 160 152 Mt Potash Actual andGlobal Shipments Forecasted Potash Demand Trendline Projected Demand Potash Demand trendline 140 Recent short-term d
Slide 4: Potash Royalties Outlook: Price Considerations
Potash Royalties Outlook Price Considerations Prices Bottoming? Potash (FOB Mid West) Potash prices appear to have bottomed through the second half of 2023 and early $900 2024 with current price levels being met with strong demand $800 Crop yield declines offsetting marginal benefits of fertilizer s
Slide 5: Electrification Metals Royalties Outlook
Electrification Metals Royalties Outlook Production Growth Initiatives Maturing Chapada expansion study expected to be completed this year while new high- grade Saúva discovery copper resource growth continues (24% M&I resource YoY increase) Voisey’s Bay Eastern Deeps Mine nearing construction compl
Slide 6: Renewable Energy Royalties Outlook
Renewable Energy Royalties Outlook ARR- Organic and Acquisitions Based Growth Profile Ramping up Altius Minerals holds a 58% interest in Altius Renewable Royalties (TSX:ARR) Sector adoption of royalty financing has taken hold (GBR: >US$ 380M deployed to date) GBR JV Portfolio grown to 2.4 GW of oper
Slide 7: Renewable Energy Royalties Outlook: Scale and Diversity Increasing
Renewable Energy Royalties Outlook ARR - Scale and Diversity Increasing TSX: ALS | OTCQX: ATUSF |7
Slide 8: Iron Ore Royalties Outlook: Steel Decarbonization
Iron Ore Royalties Outlook Steel Decarbonization Macrotrend is Driving a Process Transition in Steelmaking Blast Furnace (BF) Steelmaking BF Grade Iron Ore 71% Steel 84% CO2 BF Grade Iron Ore + Coal Steel Electric Arc Furnace (EAF) Steelmaking CO2 Footprint by Steel Making Method Scrap Steel 29% Ste
Slide 9: Iron Ore Royalties Outlook: BF to DR Grade Shift
Iron Ore Royalties Outlook Positioned to Benefit From BF to DR Grade Market Share Reversal Steelmaking Market Share by Process Altius well positioned to benefit from the global shift to EAF based steelmaking that is underway through its Labrador Trough based iron ore royalties 29% EAF Steelmaking Ir
Slide 10: Iron Ore Royalties Outlook: Structural Deficit for High-Purity Ore
Iron Ore Royalties Outlook Structural Deficit Looming For High-Purity Ore DR-Grade Iron Ore Supply / Demand Balance by 2031 DR Grade Iron Ore Pellet Price ($/t) DR Iron Ore Demand 303 Demand $350 Supply Brazil 21 ? Sweden 7 $300 Canada 15 $250 Russia 11 Ukraine 1 $200 Integrated Players 114 $150 Oth
Slide 11: Silicon Gold District Highlights and Outlook
Base AOI Silicon Gold District Silicon: 4.2 Moz (open)1 Merlin: 9.1 Moz (open)1 Highlights and Outlook Frying Pan: (early exploration) Maverick: (early exploration) 13 Moz + Expanded AOI New tier-1 gold district discovery in Nevada North Bull Frog: 1.5 Moz1 Mother Lode: 1.7 Moz1 Sterling: 0.9 Moz1 A
Slide 12: Capital Structure
Capital Structure Other Capitalization Table 13% Issued Common Shares1 46,539,326 "High Potash Purity" 32% Basic Market Capitalization1 $961 million Iron Ore Cash2, 3 $13 million 17% PG Equities2 $45 million “Consensus” LIORC (TSX:LIF) Equity1 $111 million NAV LRC (TSX:LIRC) Equity2 $41 million Brea
Slide 13: Appendix I: Silicon Resources and Reserves
Appendix I: Silicon Resources and Reserves Mineral Reserve Proven Probable Total Mineral Reserve Gold tonnes grade tonnes grade tonnes grade 000 g/t Moz 000 g/t Moz 000 g/t Moz North Bullfrog 71.93 0.43 1.00 71.93 0.43 1.00 As reported by AngloGold Ashanti - FY 2023 Preliminary Financial Update - ww