Altius Minerals Corporation · TSX:ALS
Altius Minerals — Investor Presentation (April 2021)
13 slides from Altius Minerals's investor presentation, April 2021
Slide 1: Investor Presentation – April 2021
TSX: ALS Investor Presentation – April 2021 Renewable Energy | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward-Looking Statement
FORWARD-LOOKING STATEMENT 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: Royalty Exposures Well Aligned With Macro Growth Trends
Royalty Exposures Well Aligned With Macro Growth Trends Sustainability Thematic Providing Strong Investment Tailwinds For Underlying Assets Macro-Trend AltiusRoyalty Exposure Transition to Renewable Altius Renewable Royalties Corp. Public subsidiary ARR funding the development of a portfolio of more
Slide 4: Royalty Asset Lives Unrivalled in Sector
Royalty Asset Lives Unrivalled in Sector Large Resources Are A Strong Predictor of Future Production Expansions Iron IOC 24 10 11 Additional deposits known but undefined Resource increased by 46% in the past 3 years with significant Chapada 32 16 7 expansion drilling ongoing and capcity expansions u
Slide 5: Royalty Revenue
Royalty Revenue New Quarterly Record set in Q4 2020 Revenues Revenue Per Share $0.53 $0.51 $0.46 $0.45 $0.42 $0.41 $0.42 $0.41 $0.39 $0.39 $0.39 $0.37 $0.36 $0.34 $0.32 $0.31 $0.31 $0.25 $0.23 $0.23 $0.22 $0.22 $0.22 $0.21 $0.19 $0.19 $0.18 $0.10 $0.05 $0.04 $0.03 FQ1 -14 FQ1 -15 FQ1 -16 FQ1 -17 Q1-
Slide 6: Altius's Long-Term, Counter-Cyclical Royalty Growth Focus
Altius’s Long-Term, Counter-Cyclical Royalty Growth Focus Disciplined Royalty Acquisition History Cycle I Cycle II (Super-Cycle) Cycle III Royalty Acquisition Interpreted Cyclical Position Potash, Thermal (Electrical) Coal Potash Renewable Copper, Zinc Energy Nickel, Copper, Cobalt Copper Lithium Re
Slide 7: Royalty Revenue by Commodity
Royalty Revenue by Commodity Power Copper Price (US$/lb) Potash Price (US$/t) Generation (coal dominant) $4.00 $350 26% $3.00 $300 2020 Copper $250 Royalty 35% Iron $2.00 Ore Revenue Mar Jun Sep Dec Mar 2020 2021 $200 13% Mar Jun Sep Dec Mar Zinc Price (US$/lb) 2020 2021 Granular MOP Corn Belt Potas
Slide 8: Historic Royalty Acquisition Returns
Historic Royalty Acquisition Returns Portfolio Performance Realized Realized Cashflow + NAV (Note 1) Net Asset Value (5%) Acquisition Acquisition Date Purchase Price After-Tax Unlevered (Note 2) vs. Consensus(Note 3) Cashflow Purchase Price Voisey's Bay 2003 $13.6 million $25.8 million $13.9 million
Slide 9: ARR – Enabling The Energy Transition
ARR – Enabling The Energy Transition Top-Tier Developers Exposure to Expansive Development Portfolios 2nd 3rd Largest Independent Largest Independent Renewable Developer 1 Renewable Developer 1 6.5 GW 1.9 GW Commercialized Commercialized Since Inception Since Inception 26 GW 3.5+ GW Development Deve
Slide 10: Altius's Long-Term, Counter-Cyclical PG Growth Focus
Altius’s Long-Term, Counter-Cyclical PG Growth Focus PG (Exploration) Business Cycle I Cycle II (Super-Cycle) Cycle III Major Project Spin-out Interpreted Cyclical Position Number of Exploration Project Deals Adventus IPO Alderon IPO Champion Iron Funding Aurora IPO Wolfden Funding 22 Aethon (AbraPl
Slide 11: PG Portfolio
PG Portfolio 178 km Estimated Drilling Exposure & +$150M Capital Raised in 2020 for Exploration And Development Work Portfolio of pre-production stage royalties and junior equity positions provide excellent free option value exposure to discovery and development TSX: ALS | OTCQX: ATUSF |11
Slide 12: Altius Minerals Corporation: Capital Structure and Track Record
Altius Minerals Corporation Capital Structure and Track Record TSX: ALS | OTCQX: ATUSF Project Generation Portfolio Issued Common Shares 41.5 million $17M $3M $7M Fairfax Preferred Securities 10.0 million ($100 million) Basic Market Capitalization $645 million $11M $54M $54M $52M $54M Annual Dividen
Slide 13: Thank You
THANKYOU Producing Project Royalties Generation Development RenewableEnergy Royalties Portfolio Flora Wood Director, Investor Relations Phone: (416) 346-9020 Email: flora@altiusminerals.com TSX: ALS | OTCQX: ATUSF |13