Heavy Minerals Ltd · ASX:HVY
Heavy Minerals — Gold Coast Investment Conference 2023
10 slides from Heavy Minerals's conference presentation, Jun 21, 2023
Slide 1: Investor Presentation | June 2023
ASX : HVY Investor Presentation | June 2023 Andrew Taplin – Chief Executive Officer
Slide 2: Important Notice
Heavy Minerals Limited (ASX:HVY) Important Notice: This presentation has been prepared by Heavy Minerals Limited and its related entities (the “Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Com
Slide 3: Capital Structure
Capital Structure2 Retail 25.47% Directors 11.60% ASX CODE SHARES ON ISSUE2 MARKET CAP2 HVY 53.8M $5.38M Remaining CASH1 DEBT2 EV1 Top 20 $0.892M nil $7.19 62.92% Position Holder Name Shares % IC MR KENNETH JOSEPH HALL 1 6,306,459 11.71% <HALL PARK A/C> 2 BNP PARIBAS NOMINEES PTY LTD 5,940,637 11.03
Slide 4: Heavy Minerals Limited is an Industrial Minerals Developer and Explorer
Heavy Minerals Limited (ASX:HVY) Heavy Minerals Limited (HVY) is an Industrial Minerals Developer and Explorer with Projects adjacent to world Zircon class deposits in pro-mining jurisdictions • Western Australia – Port Gregory Project: JORC Mineral Resource 135 MT @ 4.0% THM containing [4.9 Mt Cont
Slide 5: The Port Gregory Garnet Project
The Port Gregory Garnet Project Low Capex – $110m. NPV8 - $253m1 Finance Payback 4.2 years. IRR - 33%2. FCF - $588m3 Atradius (Dutch Sovereign Wealth Fund) Letter of Funding Support for project funding. Export Finance Australia engagement Proven and simple mining & processing. Technical Rapid projec
Slide 6: What's Almandine Garnet?
What’s Almandine Garnet? Mining & Processing is as simple as it gets! Superior hardness (7.5 Mohs hardness) - High quality surface finish - High productivity - Low abrasive consumption ESG - Low dust - Inert – environmentally friendly with no hazardous by-products - Recyclable (Almandine Garnet can
Slide 7: What is the Market Opportunity for Almandine Garnet?
What is the Market Opportunity for Supply and Demand Fundamentals: Almandine Garnet? A story of global garnet supply coming off and prices increasing Garnet Market Analysis • Indian, Australian and USA supply and production challenges have materially impacted global supply • Geo-political USA-China
Slide 8: Competitor Analysis and Garnet End Users – Global Production
Competitor Analysis and Garnet End Users – Global Production Global Users and potential direct Customers Blasting Water Jet 8
Slide 9: Summary
Summary • Near term production anticipated from the Port Gregory Project (2026) • Strong overall financial metrics, especially FCF post tax expected 2027 creating opportunities for further investment and early shareholder earnings • Funding options for Port Gregory construction are already advancing
Slide 10: www.heavyminerals.com
Registered Office: Level 8, London House 216 St Georges Terrace Perth Western Australia 6000 Phone: (08) 9481 0389 Fax: (08) 9463 6103 Email: info@heavyminerals.com www.heavyminerals.com
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