Elementos Limited · ASX:ELT
Elementos — Beer & Co 5th Tin Conference 2017
16 slides from Elementos's conference presentation, Nov 8, 2017
Slide 1: Elementos Limited
ELEMENTOS LIMITED For personal use only ASX:ELT ELEMENTOS LIMITED For further information please contact Level 10, 110 Mary St Chris Creagh – Chief Executive Officer Brisbane, QLD +617 3221 7770 Email – cc@elementos.com.au Australia 4000 www.elementos.com.au
Slide 2: Elementos Ltd – ASX:ELT summary
ELEMENTOS LTD – ASX:ELT summary • ELT is a tin focused exploration and development For personal use only company • ELT owns 100% of the Cleveland Tin Project in Tasmania • Cleveland contains 54,840t of tin in defined resources • ELT has a clearly defined development strategy for the Cleveland Tin Pr
Slide 3: Elementos - Corporate
ELEMENTOS - Corporate For personal use only Capital Structure (September 2017) Shares on issue 1,235.4m Options on issue 308.9m Share price ASX (06 November 2017) A$0.01 Market Capitalisation (undiluted) A$12.35m Cash (30 September 2017) A$1.3m Top 20 Shareholders 63.4% Directors Retail 25% 33% Top
Slide 4: Elementos – Board and Management
ELEMENTOS – Board and Management For personal use only Andy Greig Non-executive Chairman - Mr. Greig has 35 years of experience in the mining and natural resource industry with Bechtel Group Inc., a global engineering, construction and project management company. Mr. Greig has held numerous position
Slide 5: Cleveland – Location and Description
CLEVELAND – Location and Description For personal use only • Located 80km southwest of Burnie in the mineral rich northwest region of Tasmania, Australia • Cleveland consists of stratiform semi-massive sulphide replacement ore lenses within a carbonaceous sedimentary package, and a • Quartz porphyry
Slide 6: Cleveland Resource Inventory
CLEVELAND RESOURCE INVENTORY Open Pit Tin-Copper Mineral Resource (at 0.35% Sn cut-off) For personal use only NOTE: this Open Pit Tin-Copper Mineral Resource is a sub-set of the Total Tin-Copper Mineral Resource noted below Category Tonnage Sn Grade Contained Sn Cu Grade Contained Cu Indicated 0.80
Slide 7: Cleveland – Operational History
CLEVELAND – Operational History For personal use only • Operated as an underground mine from 1908 – 1917 and more recently by Aberfoyle Resources from 1968 – 1986 • Total ore mined - 5.65mt @ 0.68% Sn & 0.28% Cu, producing 23,519t of Sn and 9,691t of Cu • Mine closed in 1986 due to tin price collaps
Slide 8: Pathway to Development
PATHWAY TO DEVELOPMENT • Exploration programme targeting an For personal use only increase in open cut resources commenced in early 2017 • Diamond drilling exploration programme underway - numerous shallow exploration drilling targets defined from new ground magnetic survey, geological mapping and r
Slide 9: Pathway to Development – Exploration Diamond Drilling
PATHWAY TO DEVELOPMENT EXPLORATION DIAMOND DRILLING • For personal use only Infill diamond drilling programme underway. Significant results include; • C2102 – 3.9m @ 0.45% Sn & 0.15% Cu • C2104 – 3.9m @ 0.78% Sn & 0.25% Cu
Slide 10: Cleveland Project Timeline
CLEVELAND PROJECT TIMELINE For personal use only Sep Qtr Dec Qtr Mar Qtr Jun Qtr Sep Qtr Dec Qtr Mar Qtr Jun Qtr Sep Qtr Dec Qtr 2017 2017 2018 2018 2018 2018 2019 2019 2019 2019 Drilling Resource Modelling Mining Studies Metallurgy - Pilot Testing Process Plant Design Tailings Storage Design & Engi
Slide 11: Why Tin?
WHY TIN? For personal use only • 350,000 tonnes of annual global refined tin use • Global demand remains strong - outstripping supply • Lower production from existing producers due to lower grades and exhausted resources • Increased demand predicted for new energy storage applications • 40,000 tonne
Slide 12: Global Tin Market - Overview
GLOBAL TIN MARKET - overview Pressure building in the tin market: For personal use only • Sustained global supply deficit • Stocks near historic lows • 40,000 tonnes per year shortfall in global tin production forecast by 2020 • Tin prices are predicted to rise to between US$23,000/t* and US$30,000/
Slide 13: Global Tin Market - Uses
GLOBAL TIN MARKET - uses For personal use only Traditional and modern tin uses
Slide 14: Future Demand – Energy Storage
FUTURE DEMAND– energy storage For personal use only • One in ten vehicles expected to be operating on 48v systems by 2025 • 48v vehicles use four times as much tin as 12v vehicles • Small hybrid vehicle production forecast to be 50% of all vehicle production by 2020 • Lead acid and Lithium ion batte
Slide 15: Cautionary Statements
CAUTIONARY STATEMENTS Forward-looking statements This document may contain certain forward-looking statements. Such statements are only predictions, based on certain assumptions and For personal use only involve known and unknown risks, uncertainties and other factors, many of which are beyond the c
Slide 16: Elementos Limited
For personal use only ELEMENTOS LIMITED