Altius Minerals Corporation · TSX:ALS
Altius Minerals — Q2 2024 Earnings Presentation
9 slides from Altius Minerals's earnings presentation, Aug 9, 2024
Slide 1: Q2 2024 Financial Results Conference Call
TSX: ALS | OTCQX: ATUSF Q2 2024 Financial Results Conference Call 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- Forward-looking statements speak only as of the date those statements looking statements” and “forward-looking information” within the are made. Except as required by applicable law, Altius does not assume
Slide 3: Strong Balance Sheet at Q2 2024
Strong Balance Sheet at Q2 2024 Cash at June 30, 2024 of $19.2 million (excluding cash held by ARR), public equities valued at $87M (excluding ARR and LIORC, which have a value of $176M and $109M respectively) Debt PG Equities LRC Cash $140M $120M $100M $80M $60M $40M $20M - 2017 2018 2019 2020 2021
Slide 4: Adjusted Net Earnings – Q2 2024
Adjusted Net Earnings – Q2 2024 Adjusted net earnings of $4.0M or $0.09 per share after tax Increase Decrease Total 1 Tax impact includes the recognition of tax losses as a result of the wind up of the Corporation’s coal assets TSX: ALS | OTCQX: ATUSF |4
Slide 5: Positive Q2 Results in Project Generation
Positive Q2 Results in Project Generation Market value of portfolio at June 30, 2024 $56 million. Net investment Silvercorp acquisition of Adventus completed on July 31, 2024 for $0.50/ proceeds of $4.2 million during the quarter (YTD $11.5M) reflect new share, valuing the company at ~$200M fully di
Slide 6: Q2 2024 and Outlook – Operating Portfolio
Q2 2024 and Outlook – Operating Portfolio Royalty revenue of $21.8M in Q2 was higher than $18.7M in Q2 2023 mainly on higher base metal prices, higher dividends from iron ore, growth of the renewable royalty portfolio and recognized investment income of $3.6M related to the settlement of the Adventu
Slide 7: Kami Project: Altius GSR Royalty
Kami Project: Altius GSR Royalty High-Purity Iron added to the Canadian Critical Minerals List Champion’s Kami Project study evaluated the production of 9.0M wmt per year of DR grade pellet feed iron ore >67.5% Fe, for which significant structural supply deficits are projected Scarcity value of proj
Slide 8: Silicon Gold District Highlights and Outlook
Silicon Gold District Total Reserves + Resources: Highlights and Outlook 2P Reserves: 1.0 Moz M&I Resources: 5.37 Moz Altius 1.5% NSR Royalty covers the Expanded Silicon Project Inferred Resources: 11.21 Moz Excellent continuing discovery potential – Merlin maiden inferred resource at +9 Moz of oxid
Slide 9: Capital Structure
Capital Structure Other Capitalization Table 13% Issued Common Shares1 46,467,476 "High Potash Purity" 32% Basic Market Capitalization1 $1.01 billion Iron Ore Cash2, 3 $19 million 17% PG Equities2 $56 million “Consensus” LIORC (TSX:LIF) Equity1 $109 million NAV LRC (TSX:LIRC) Equity2 $31 million Bre