Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Shareholder Meeting (October 2021)
17 slides from Sunrise Energy Metals's shareholder meeting presentation, Oct 22, 2021
Slide 1: ASX Announcement: Sunrise Energy Metals Annual General Meeting
ASX Announcement 22 October 2021 Sunrise Energy Metals Annual General Meeting MELBOURNE, Australia – Sunrise Energy Metals Limited (Sunrise Energy Metals or Company) (ASX:SRL) will today at 1pm (AEDT) hold its 2021 Annual General Meeting via webcast. Shareholders and guests are able to register and
Slide 2: Forward Looking Statements
Forward Looking Statements Certain statements in this news release may constitute “forward-looking statements or “forward- looking information” within the meaning of applicable securities laws. Such statements involve known and unknown risks, uncertainties and other factors, which may cause actual r
Slide 3: Battery Materials for a Sustainable Future
Battery Materials for a Sustainable Future Annual General Meeting October 2021
Slide 4: Cautionary statement
Cautionary statement Certain statements in this news release constitute “forward-looking statements” or “forward-looking information” within the meaning of applicable securities laws. Such statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, pe
Slide 5: Our Mission
Our Mission To sustainably provide battery materials for a decarbonising planet 3
Slide 6: Board and Executive Management
Board and Executive Management Board Senior Management Robert Friedland Jiang Zhaobai Sam Riggall Eric Finlayson Stefanie Loader Trevor Eton Ben Stockdale Melanie Leydin Co-chair & Non- Co-Chair and Non- Managing Director Non-Executive Lead Independent Non-Executive Chief Financial Company Secretary
Slide 7: Critical metals for a decarbonising world
Critical metals for a decarbonising world The Sunrise Project is Australia’s largest and most advanced battery materials project with a 50 year mine life Fully integrated from mine to battery chemicals with an average annual metal- equivalent production of 21.3kt of nickel and 4.4kt of cobalt Sustai
Slide 8: FY21 Highlights
FY21 Highlights Continued to advance workstreams at the Sunrise Battery Materials Project Successful study confirming 100% of external power requirements at Sunrise to be sourced from renewable power Development of several collaborative agreements to advance the scandium potential at the Sunrise pro
Slide 9: Sunrise Battery Materials Project
Sunrise Battery Materials Project • Location: 350km west of Sydney with Sunrise Ni-Co-Sc one of the largest cobalt deposits deposit outside of Africa. Jurisdiction is attractive to western world consumers • Large resource: over 900kt nickel and 160kt cobalt in resources, with reserves to sustain a 5
Slide 10: Key project economics
Key project economics Strong Annual Production1 Robust Economics Rapid Payback Nickel: 21.3 ktpa NPV8: US$1.2 billion 5.1 years Cobalt: 4.4 ktpa IRR: 15.4% Exceptional Cash Flow Low Cash Cost Long Mine Life LOM EBITDA: US$10.8 billion Negative US$0.80/lb Ni after 50 Year life supported by Avg FCF (p
Slide 11: No longer if, but how fast…
No longer if, but how fast… EV Penetration to grow significantly1 Forecast Nickel Demand Growth1 Li Battery Demand Non-Battery Demand 80% 5000 4000 60% ktpa 3000 40% 2000 20% 1000 0% 0 2020 2025 2030 2035 2040 2020 2030 (f) EV's are more critical mineral intensive (kg/vehicle)2 Forecast cobalt deman
Slide 12: …with nickel hydromet to do the heavy lifting
…with nickel hydromet to do the heavy lifting • New nickel sulphide resources are non-existent; recycling volumes will be immaterial to 2035 • The Chinese business case for nickel pig iron conversion is weak – the environmental legacies are far too great • Nickel hydromet flowsheets can deliver low-
Slide 13: Sunrise – an optimal flowsheet for battery materials
Sunrise – an optimal flowsheet for battery materials Using a robust and proven ion exchange system to recover metals out of solution, the benefits are: • A smaller footprint with high on-site co-gen • Selective metal loading and targeted impurity removal • Higher metal concentrations deliver reduced
Slide 14: Carbon – it’s all about the nickel
Carbon – it’s all about the nickel Carbon intensity of nickel production (kg CO2/Kg Nickel in sulphate) • Nickel processing can make up ~95% of the carbon footprint of all raw materials in a battery Nickel Pig Iron (EAF) • The mining sector needs to embrace sustainability in its capital allocation f
Slide 15: Scandium – a new generation of alloys
Scandium – a new generation of alloys • Sunrise collaborates with a number of industrial partners, across many industries, to deliver new and advanced Terran 1 3D-printed rocket Courtesy of Relativity Space scandium alloys • Scandium production from Sunrise will deliver safe and dependable supply ch
Slide 16: Why Sunrise?
Why Sunrise? Exposure to large • Growing demands for decarbonisation are leading to increased demand for batteries growing mega-trend • EV penetration set to grow 10x from 4% in 2020 to over 25% by 2030 • Other applications such as grid-scale energy storage will also provide strong demand growth The
Slide 17: Corporate Investors
Corporate Investors Ben Stockdale (CFO) Craig Sainsbury +61 3 9797 6700 craig.sainsbury@marketeye.com.au
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