Altius Minerals Corporation · TSX:ALS
Altius Minerals — Investor Presentation (October 2021)
17 slides from Altius Minerals's investor presentation, October 2021
Slide 1: October 2021
TSX: ALS October 2021 Renewable Energy | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward-Looking Statements
Forward-Looking Statements This document includes certain statements that constitute “forward- Forward-looking statements speak only as of the date those looking statements” and “forward-looking information” within the statements are made. Except as required by applicable law, Altius does meaning of
Slide 3: Sustainable Natural Resource Royalty Leader
Sustainable Natural Resource Royalty Leader Enabling Change While Delivering Strong Returns For Shareholders Invested in Key Sustainability Based Growth Trends Renewable Energy Projects support the decarbonization of Power Generation Specialized in long-life royalties on natural resources that are e
Slide 4: Royalty Growth Focus
Royalty Growth Focus Long-Term, Counter-Cyclical Cycle I Cycle II (Super-Cycle) Cycle III Royalty Acquisition Interpreted Commodity Cycle Position $1.14/share $1.03/share Potash, Thermal (Electrical) Coal $0.81/share $0.61/share Renewable Copper, Zinc Potash Renewable Energy $0.39/share Energy Lithi
Slide 5: Commodity Balance
Other Power Generation Commodity Balance Power Generation 2% (renewables dominant) (coal dominant) 26% Revenue Growth History 13% Copper 24% 2021 YTD Copper Consensus Royalty 34% NAV† Ni-Zn-Co Iron Ore Revenue 3% 23% Iron Ore 16% Potash Potash Ni-Zn-Co 31% 20% 7% †Consensus NAV derived from analyst
Slide 6: Sustainable Business Foundation
Sustainable Business Foundation Long-Life Royalties 38 years 29 years 24 years 22 years 21 years 20 years 15 years 15 years 13 years 13 years 10 years Note 1. Reserves only. Represents NAV-weighted average of top ten assets' underlying mine lives. Based on top ten assets determined by NAV that have
Slide 7: Altius Minerals Corporation: Capital Structure and Track Record
Altius Minerals Corporation Capital Structure and Track Record TSX: ALS | OTCQX: ATUSF Revenue Per Share Issued Common Shares 41.4 million Debt Investments Cash Fairfax Preferred Securities 10.0 million ($100 million) $250M Basic Market Capitalization $662 million $200M $150M Annual Dividend $0.28 p
Slide 8: Royalty Interests
Royalty Interests T S X : A L S | OTCQ X : AT U S F ||8 8
Slide 9: Potash Fertilizer and Sustainable Food Production
Potash Fertilizer and Sustainable Food Production 70 Global Potash Shipments Growth Global potash demand has grown by almost 30M mt over past 20 60 year in reflection of population growth and decreasing per capita arable land (higher agricultural yield requirements) 50 Compounding growth rate projec
Slide 10: Vast Potash Resources Allow For Multiple Future Expansions
Vast Potash Resources Allow For Multiple Future Expansions Reserves Resources Average Average Mine Mine Resources Proven Probable Reserves Total Grade Measured Indicated Inferred Grade Total (Mt) (Mt) (Mt) K2O (Mt) (Mt) (Mt) K2O (Mt) (%) (%) Rocanville 195 348 543 23.4 Rocanville 1,761 1,342 1,376 4
Slide 11: Metals Essential to the Electrification Transition
Metals Essential to the Electrification Transition Intense electrification and decarbonization of the world’s industrial and consumer energy requirements is underway - with the shift as it relates to transportation particularly dramatic The world requires much greater supplies of several key metals
Slide 12: Transition From Coal to Renewable Energy Royalties
Transition From Coal to Renewable Energy Royalties A few years ago, Altius chose to not divest its phase out stage coal- based royalties and to instead allocate the remaining expected proceeds to innovate the creation of Altius Renewable Royalties Renewable Energy Megawatts Under Royalty 1 (ARR), a
Slide 13: Altius Renewable Royalties Portfolio
Altius Renewable Royalties Portfolio Renewable Energy Property Project Originator Location Owner/Developer Facility Size Status Expected COD Royalty Basis Source Clyde River Great Bay Vermont Hydro Gravity Renewables 5 MW Operational Completed 10% of revenue Prospero II† Longroad Energy Texas Solar
Slide 14: Cleaner Steel Making from High-Purity Iron Ore
Cleaner Steel Making from High-Purity Iron Ore Product Quality Pricing Spreads $350 $300 Focused on high purity forms of iron ore that allow more efficient $250 steel making processes and significantly reduced (and eliminated in some cases) per unit coal usage\emissions $200 $194 US$/mt $154 Quality
Slide 15: Altius and the Labrador Trough – Royalty Growth Potential
Altius and the Labrador Trough – Royalty Growth Potential IOC (Operator: Rio Tinto), Kami (Operator: Champion Iron) IOC is amongst the highest margin iron ore operations in the world at current product prices IOC allocating $165M towards “de-bottlenecking” type growth and development investments in
Slide 16: Advanced Stage Royalty Growth Pipeline
Advanced Stage Royalty Growth Pipeline Metals Iron Ore Chapada (Lundin Mining): Resource expansion drilling and mine expansion IOC (Rio Tinto): Debottlenecking and growth investments underway studies ongoing Curipamba (Adventus Mining): Feasibility Study near complete Kami (Champion Iron): Rescoping
Slide 17: PG Portfolio
PG Portfolio Laying the Long-Term Royalty Groundwork in Mines the World Will Need Portfolio of pre-production stage royalties and junior equity positions provide excellent free option value exposure to discovery and development |17
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