Iron Road Ltd · ASX:IRD

Iron Road — 20th Tactic Conference + Trade Expo (August 2024)

14 slides from Iron Road's conference presentation, Aug 1, 2024

  1. Slide 1: Central Eyre Iron Project

    20th Tactic Conference + Trade Expo Central Eyre Iron Project Larry Ingle Chief Executive Officer 1 August 2024

  2. Slide 2: Disclaimer

    Disclaimer Forward Looking Statements This presentation has been authorised for release by the Board of Iron Road Ltd (Company). It is not a prospectus nor an offer of securities for subscription or sale in any jurisdiction nor a securities recommendation. The information in this presentation is an

  3. Slide 3: The Project

    The Project  Mine - Mineral Lease 6467 (6,414ha)  Infrastructure corridor, port & ancillary facilities - Development Approval (EIS)  Indigenous Land Use Agreement (ILUA) across project – with export royalty regime for bulk commodities, including green hydrogen / ammonia  State primary approvals

  4. Slide 4: The Mine

    The Mine  Located 1km east of Warramboo, 28km southeast of Wudinna, central Eyre Peninsula  Mineral Resource - 4.5Bt @ 16% Fe (156,000m diamond core, 200x100m spacing)  Ore Reserve - 3.7Bt @ 15% Fe, generating 589Mt @ ~67% Fe  Mine plans - 21.5Mtpa DFS & 12Mtpa optimised scenario developed by Th

  5. Slide 5: The Infrastructure Corridor

    The Infrastructure Corridor  Connects the mine with the port precinct for value adding of high-grade iron concentrate and / or export  ~130km in length, benign topography  1km wide clearance as per the CEIP ILUA with the Barngarla Determination Aboriginal Corporation (BDAC)  Approved for heavy h

  6. Slide 6: The Port

    The Port  Located 7km south of Port Neill & Cape Hardy Industrial Port Precinct Port precinct boundary (IRD 1,207ha) 30km north of Tumby Bay, southern Causeway and tug harbour Module offloading facility Eyre Peninsula Cape-class wharf  1,207ha Greenfields, gulf-side land  Nearshore deep water wit

  7. Slide 7: Northern Water project

    Northern Water project  2023 Multi-Criteria Analysis identified Cape Hardy as the best performing site across the four options under consideration at the time for the location of the desalination plant  Will address limited sustainable water supplies in the Far North, Upper Spencer Gulf and easter

  8. Slide 8: Amp Energy Green Hydrogen project

    Amp Energy Green Hydrogen project  1GW first stage & 5GW second stage electrolysers for green hydrogen / ammonia / advanced fuels  Cape Hardy land option agreements totaling ~604ha  Sites for upstream renewable energy well advanced  Pre-FEED completion end-2024, FEED early 2025  Integration wit

  9. Slide 9: Amp Energy system concept (1GW)

    Amp Energy system concept (1GW)  Amp’s aim is to yield the lowest cost green hydrogen & ammonia production in Australia at Cape Hardy  Stage 1 plant of 1GW capacity hydrogen electrolyser plant & 770,000tpa ammonia plant  Renewable energy set at 2.5GW, 55/45 split across wind (1.4GW) & solar (1.1G

  10. Slide 10: Cape Hardy Industrial Port Precinct vision opportunity

    Cape Hardy Industrial Port Precinct vision opportunity

  11. Slide 11: Development priorities

    Development priorities  Engagement with both the South Australian Government and industry participants in the State’s Green Iron Opportunity - Expression of Interest  Execute a CEIP related transaction at both the asset & company levels  Enhance Northern Water opportunity & optionality (process w

  12. Slide 12: Authorised for release by the board of Iron Road Ltd

    Authorised for release by the board of Iron Road Ltd For further information, please contact: Larry Ingle, Chief Executive Officer Iron Road Ltd Level 3, 63 Pirie Street Adelaide SA 5000 Australia Tel: +61 8 8214 4400 Or visit ironroadlimited.com.au ASX: IRD admin@ironroadlimited.com.au Cape Hardy J

  13. Slide 13: Appendix: CEIP Ore Reserve Summary

    Appendix Table 1 – CEIP Ore Reserve Summary Metric Resource Fe SiO2 Al2O3 Tonnes Classification (%) (%) (%) (Mt) Proved 2,131 15.55 53.78 12.85 Probable 1,550 14.40 53.58 12.64 Total 3,681 15.07 53.70 12.76 The Ore Reserves estimated for CEIP involving mine planning is based on and fairly represents

  14. Slide 14: Appendix: CEIP Global Mineral Resource

    Appendix Table 2 – CEIP Global Mineral Resource Tonnes Fe SiO2 Al2O3 P LOI Location Classification (Mt) (%) (%) (%) (%) (%) Measured 2,222 15.69 53.70 12.84 0.08 4.5 Murphy South/Rob Roy Indicated 474 15.6 53.7 12.8 0.08 4.5 Inferred 667 16 53 12 0.08 4.3 Boo-Loo/Dolphin Indicated 796 16.0 53.3 12.2

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