Sandfire Resources Ltd · ASX:SFR
Sandfire Resources — Shareholder Meeting (November 2022)
20 slides from Sandfire Resources's shareholder meeting presentation, Nov 30, 2022
Slide 1: 2022 Annual General Meeting Presentation
For personal use only 2022 Annual General Meeting Presentation Jason Grace, Chief Operating Officer and Acting CEO 30 November 2022
Slide 2: Important Information and Disclaimer
For personal use only Important Information and Disclaimer This presentation has been prepared by Sandfire Resources Ltd (Sandfire or the Company) and contains information about Sandfire Key assumptions current at the date of this presentation. The presentation is in summary form, has not been indep
Slide 3: Our Strategy
Our Strategy For personal use only Execute Sustain and Grow Accelerate Align and Empower Optimise Capital Delivery Our Production Discovery Our People Strategy and Pipeline Engagement Our Values Honesty Respect Collaboration Accountability Performance 3
Slide 4: Delivering sustainable copper production
Delivering sustainable copper production For personal use only Feeding the global energy transition from a portfolio of high-quality assets MATSA Copper Operations, Spain Black Butte Copper Project, USA (87%) FY2023G: 60-65kt Cu; 78-83kt Zn LOM Avg Production: 23ktpa Cu Cu Zn Pb Ag Cu Ag Feasibility
Slide 5: Executing our strategy
Executing our strategy For personal use only Delivering growth Indicative Copper Equivalent Production Profile (ktpa) (1)(2) Sandfire has successfully 180 repositioned as a diversified, global, multi-asset copper 150 Motheo development MATSA miner acquisition 120 • MATSA operational integration and
Slide 6: Robust long-term copper outlook
Robust long-term copper outlook Copper is one of the most widely used minerals in clean energy technologies For personal use only Cornerstone future-facing metals for the global energy Growing role for copper in clean energy(1) transition, driving copper demand globally 60 Global refined copper usag
Slide 7: Operations Review and Outlook
For personal use only Operations Review and Outlook
Slide 8: Group Performance Snapshot
For personal use only Group Performance Snapshot FY2022 Operating and Financial Highlights In US$ Acquired the Production Financial Delivering a major Global People, culture, world-class growth results FY2022: new copper mine opportunities for values and MATSA Copper FY2022: in Botswana near-mine su
Slide 9: FY2023 Group Guidance
For personal use only FY2023 Group Guidance In US$ Production: FY2023 C1 Mine development Exploration, evaluation MATSA D+A 83-91kt~95% Cu unit costs: $80-95M and studies ~$250M 78-83kt~84% Zn ~$1.72/lb Cu Motheo construction $35-40M Payable and development DeGrussa D+A 6-10kt~90% Pb ~$16M $200-210M
Slide 10: Financial Position
For personal use only Financial Position Capital Management In US$ Dividends paused Capital management focus November 2022 Equity Raise • Focus on period of transformative • Project finance facilities and cash Entitlement Offer proceeds will growth and balance sheet transition contributions to suppo
Slide 11: FY2022 Health and Safety Snapshot
For personal use only FY2022 Health and Safety Snapshot The safety, health and wellbeing of our people is integral to our success Total Recordable Injury MATSA integration Continued focus on employee Frequency Rate (TRIFR) Underpinned by a safety improvement and contractor health and of 3.8 at year-
Slide 12: Sustainability: Our ESG Pillars
Sustainability Our ESG Pillars For personal use only Our ESG Pillars describe the ESG areas that are key drivers for our sustainability outcomes. The ESG Pillars are structured to recognise the different social, community and operational contexts within which we operate. The six pillars are supporte
Slide 13: FY2022 ESG Snapshot
For personal use only FY2022 ESG Snapshot Sandfire responsibly produces the minerals required for the world to decarbonise We continued to We continued to create Sandfire completed a MATSA’s Mining Water operate the DeGrussa value: desktop study to identify Living Lab Project Solar Facility at agron
Slide 14: Motheo Copper Project
For personal use only Motheo Copper Project Motheo Copper Mine Exploration • T3 Deposit Development • Motheo Expansion Project • A4 Deposit Expansion Project • Kalahari Copper Belt tenure
Slide 15: Motheo Copper Project: Building a world-class copper mine
For personal use only Motheo Copper Project Building a world-class copper mine Development of the 3.2Mtpa 5.2Mtpa Motheo Expansion Sandfire is funding the Motheo Copper Mine is Case Definitive Feasibility development of the Motheo proceeding on time with first Study (DFS) Copper Mine through a produ
Slide 16: Motheo Copper Mine Development and Construction Pictorial Update
Motheo Copper Mine Development and Construction Pictorial Update For personal use only Stage 1 T3 Open Pit development TSF Area • Mining progressing on schedule • TSF Earthworks complete • Interim sumps constructed to hold mine water until plant • Liner and drainage works progressing commences 16
Slide 17: Motheo Copper Mine Development and Construction Pictorial Update
Motheo Copper Mine Development and Construction Pictorial Update For personal use only Motheo Process Plant area ROM Pad Area • Process Plant ~500 construction workforce • Primary Crusher build nearing completion • SAG Mill install progressed. • First ore on ROM Pad 17
Slide 18: Motheo Copper Mine Development and Construction Pictorial Update
Motheo Copper Mine Development and Construction Pictorial Update For personal use only Motheo Mine Village • 752 rooms completed and in use • Village buildings all completed and landscaping continuing • Pictured - Mine Village gym and pool 18
Slide 19: Key Takeaways
For personal use only Key Takeaways Strong growth platform Global vision Copper-dominant mining Our transformation into a diversified, operations generating strong international and sustainable copper operating cash-flows mining company New Production Hubs Strong Pipeline Refreshed and focused Group
Slide 20: Contact Details
For personal use only Contact Details +61 8 6430 3800 +61 8 6430 3849 www.sandfire.com.au Corporate Head Office Level 2, 10 Kings Park Road West Perth WA 6005 Australia PO Box 1495 West Perth WA 6872 Australia
Sandfire Resources — Shareholder Meeting (November 2022) on 6ix