Stellar Resources Limited · ASX:SRZ
Stellar Resources — Investor Presentation (April 2024)
19 slides from Stellar Resources's investor presentation, April 2024
Slide 1: Australia’s Next Tin Producer
Australia’s Next Tin Producer Critical Mineral essential for the electrification of the planet. Corporate Presentation April 2024 ASX:SRZ
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Stellar Resources Limited (ASX: SRZ) (SRZ or the Company). It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. Thi
Slide 3: Investment Summary
Investment Project to be supplied by 100% Renewable Energy Summary via 5 hydro power stations and Granville Harbour wind farm within 30km. 100% owned Heemskirk Tin Project highest grade undeveloped tin project in Australia and third globally. Scoping Study (2019) demonstrated attractive & robust eco
Slide 4: Corporate Snapshot
Corporate Snapshot $0.016 1,549m* 317.8m* Reconfigured Board SHARE PRICE SHARES ON ISSUE UNLISTED OPTIONS 10 April 2024 Simon Taylor EXECUTIVE CHAIRMAN | GEOLOGIST Resource executive with over 30 years' experience including technical, CEO and $4.1m* $24.8m* Board roles. Former Managing Director of O
Slide 5: Strategically Located
Heemskirk Tin Project Strategically Located Stellar 100% Owned Tin Projects Heemskirk Tin Project (Severn, Queen Hill, Montana and Oonah tin deposits) St Dizier Satellite Tin Project Prospective Exploration Licence package ✓ Secure Tenure – MLs granted over Heemskirk deposits, tailings pipeline, tai
Slide 6: Severn Deposit
Heemskirk Tin Project Severn Deposit • Severn is the largest deposit with a strike length of over 500m ZS162 and is open at depth and along strike. • Geophysics and detailed geological modelling underway to assist ZS148 in drill targeting to increase Indicated resource tonnes and new discoveries adj
Slide 7: Heemskirk Mineral Resource Estimate
Heemskirk Mineral Resource Estimate Sept 2023 Update Resource Tonnes Sn Contained Cassiterite % of Cu Pb Zn Classification Deposit Date (Mt) (%) Sn (t) Total Sn (%) (%) (%) (%) Upper Queen Hill 2023 0.37 1.07 3,991 88 0.14 1.84 0.72 Indicated Lower Queen Hill 2023 0.81 1.30 10,493 97 0.04 0.29 0.35
Slide 8: Benchmarking the Grade Advantage
Benchmarking the Heemskirk Tin Project Grade Advantage Heemskirk is the highest-grade undeveloped tin resource in Australia & 3rd highest globally Tin Grade % All Heemskirk deposits open at Stellar Resources | Corporate Presentation | April 2024 depth and include higher grade zones (Comparison utili
Slide 9: Scoping Study Outline - 2019
Scoping Study Outline - 2019 Conceptual Heemskirk Tin Project Mine Design (Grey stopes=Indicated, Brown Stopes= Inferred) Proposed Heemskirk Tin Processing Plant ROAD FROM DECLINE TO ROM ROM PROPOSED PLANT TRIAL HARBOUR ROAD Stellar Resources | Corporate Presentation | April 2024 • ~350,000tpa under
Slide 10: Scoping Study Economics – 2019
Scoping Study Economics – 2019 Leveraged to Tin Price Heemskirk Tin Project Sensitivity Analysis (Pre-Tax NPV 10% A$M) • Excellent upside potential to project AUD:USD Tin Price (US$/t) economics with current tin spot price and Exchange Rate 16,000 18,000 20,000 22,000 24,000 USD:AUD exchange rate. 0
Slide 11: Energy transition
Energy transition To drive tin demand exponentially Tin ranked as the No.1 metal best placed to benefit Tin demand from the energy from new technology. transition and increased Source: MIT; Rio Tinto, 2018; ITA electrification Currently ~50% of all tin is used as solder in electronics. Solder is the
Slide 12: Extensive Deficits
Extensive Deficits Future Global Tin Market Forecast Consistent Shortfalls 10,000 Source: Macquarie Bank research | Reuters, February 2024 Tin Market is • Tin is expected to be in deficit for years expected to to come. swing to a Metric Tonnes of Refined Tin 8,000 7,000 5,000 6,000 deficit in 2024 •
Slide 13: Global Tin Supply Falling
Global Tin 2023 Tin Concentrate Production 2023 Refined Tin Production Supply Falling China Country China Production (t) 69,500 Country China Production (t) 177,000 Indonesia 59,573 Indonesia 68,710 Myanmar 39,900 Peru 25,287 Indonesia Peru 26,231 Malaysia 20,722 Brazil 21,793 Brazil 15,394 Myanmar
Slide 14: Heemskirk Tin Project Development Pathway
Heemskirk Tin Project Decision to advance to Pre-Feasibility Study Development Pathway Metallurgical testwork and infill resource drilling Geophysics and detailed geological modelling to assist in drill targeting Scoping Study refresh with Sept 23 Mineral Successful placement with Resource Estimate
Slide 15: North Scamander Project
North Scamander Project High-Grade Discovery • Located in the Scamander Mineral Field in Northeast Tasmania. • Numerous high-priority drill ready targets including North Scamander and Pinnacles. • Stream sediment and soil Geochem returned significant rock-chip results up to 1.1% tin. • Outcropping m
Slide 16: North Scamander Project
North Scamander Project High-Grade Discovery • Exploration drill hole (NSD005) returned a significant new high-grade Ag-Sn-Zn-Pb-In polymetallic discovery. • 32.0m @ 141 g/t Ag, 0.34% Sn, 3.8% Zn, 2.0% Pb, 77 g/t In, 19 g/t Ga from 130.0m inc. o 5.0m @ 495 g/t Ag, 1.04% Sn, 5.2% Zn, 7.1% Pb, 113 g/t
Slide 17: Why Invest
Why Invest 100% owned Heemskirk Tin Project highest grade undeveloped tin project in Australia and third globally. Scoping Study (2019) demonstrated attractive & robust economics. New studies underway based on drilling success incorporated in updated 2023 MRE. Stellar Resources | Corporate Presentat
Slide 18: Contact Us
Contact Us Simon Taylor Executive Chairman E: simon@stellarresources.com.au T: +61 409 367 460 Zander Beacham White Noise Communications E: zander@whitenoisecomms.com ASX: SRZ
Slide 19: Appendix – Benchmarking Assumptions
Appendix 1 – Heemskirk Tin Project Benchmarking Assumptions As of 9 April 2024 Measured Indicated Total Measured Indicated Contained Contained Resource Resource Resource Project Tonnes Grade Tonnes Grade Resource in Resource in Company Project Country Source Date Products Tin Tin Tonnes Grade Contai
Stellar Resources — Investor Presentation (April 2024) on 6ix