Andromeda Metals Limited · ASX:ADN
Andromeda Metals — RIU Sydney Resources Round-up Conference 2024
13 slides from Andromeda Metals's conference presentation, May 7, 2024
Slide 1: Presentation at RIU Sydney Resources Roundup (ASX Announcement)
7 May 2024 Andromeda Metals Limited ASX: ADN ASX Announcement 10/431 King William Street Tel:+61 8 7089 9800 ABN Adelaide, SA 5000 ir@andromet.com.au 75 061 503 375 Presentation at RIU Sydney Resources Roundup Andromeda Metals Limited (ASX: ADN) (Andromeda, the Company) advises that Bob Katsiouleris
Slide 2: The Great White Mineral Company - RIU Sydney Resources Round-up
Andromeda For personal use only The Great White Mineral Company RIU Sydney Resources Round-up Conference 7 May 2024 ASX:ADN andromet.com.au Level 10, 431 King William Street, Adelaide, South Australia 5000 +61 8 7089 9800 Authorised for release by the CEO and Managing Director of Andromeda Metals Lt
Slide 3: Disclaimer and Qualifications
Disclaimer and Qualifications No warranty While care has been taken in preparing the information in this presentation, no representation or warranty, express or No investment or financial product advice implied, is made as to the currency, accuracy, reliability, completeness or fairness of the infor
Slide 4: Acknowledgement of Traditional Custodians
Andromeda recognises the Traditional Custodians on whose land For personal use only we are gathered here today, the Gadigal people of the Eora Nation, and on the lands on which Andromeda operates, being the Kaurna people of the Adelaide Plains and the Wirangu people of South Australia’s Eyre Peninsu
Slide 5: Who is Andromeda?
Who is Andromeda? Australia’s next leading industrial minerals products company • The Great White Project (TGWP): high-grade kaolin asset delivering premium pricing Andromeda high-grade kaolin Flagship • Development ready: All approvals received to commence development1 Project • Generational asset:
Slide 6: Staged Delivery of a High-Value Project
The Great White Project Staged Delivery of a High-Value Project Characteristics 3-Stage Development with Robust Economics (NPV 8, real post-tax)1 High-grade 15.1Mt reserve supporting 28-year mine life Al/Fe ratio: 36.5/0.5 Stage 2 ≅ 120,000 wmt pa For personal use only $764m Capex $53m Brightn
Slide 7: Stage 1A+ supported by binding offtakes
Stage 1A+ supported by binding offtakes Agreements for Andromeda’s premium ceramic kaolins • Contracted volumes plus Heads of Agreement (HOA), including Traxys which is at an advanced stage for conversion to a binding contract • Andromeda products pricing at a premium within the high-quality price r
Slide 8: What is the Kaolin Investment Proposition?
What is the Kaolin Investment Proposition? Attractive market characteristics What is Kaolin? De-Commoditised Market Positive Supply-Demand Dynamics • Demand growth > global GDP • White industrial clay utilised as a • Not a commodity market – product market with • Highest growth segment in Andromeda’
Slide 9: What makes a premium ceramics kaolin?
What makes a premium ceramics kaolin? Delivering high “value in use” to customers • Value in use is the pricing basis for industrial minerals. It quantifies the profit realized through converting a raw material into a finished product. • Andromeda has established high value in use and premium price
Slide 10: Andromeda Product Suite
Andromeda Product Suite Premium products for established markets + product development upside Current Products 2 x Products under Development • Great White CRMTM line of premium ceramic kaolin products • 2 products in development which offer higher potential value in use than Great White CRMTM, for
Slide 11: Developing an Industrial Minerals Company
Developing an Industrial Minerals Company What are the key value drivers? What is required? Does Andromeda have what it takes? Technology Urbanisation High Quality Deposit High Brightness, High Alumina, Low Iron, High Mechanical Strength For personal use only Experienced Board & Management In-house
Slide 12: Our team
Our team Experienced Board & executive team to execute Andromeda’s strategy Board of Directors CEO Transition • Bob Katsiouleris stepping down for personal reasons on July 31. For personal use only • Luke Anderson to start as CEO & Managing Director on August 1. Highly experienced industrial mineral
Slide 13: Andromeda Mineral Company - Contact
Andromeda For personal use only The Great White Mineral Company For more information about the Company, please visit our website, www.andromet.com.au or contact: Patrick Sinclair Manager, Investor Relations & Corporate Affairs T: 08 7089 9819 M: 0403 708 431 E: Patrick.Sinclair@andromet.com.au
Andromeda Metals — RIU Sydney Resources Round-up Conference 2024 on 6ix