Australian Strategic Materials Ltd · ASX:ASM
Australian Strategic Materials — RIU Explorers Conference 2025
14 slides from Australian Strategic Materials's conference presentation, Feb 19, 2025
Slide 1: RIU Explorers Conference
Rare Earths. RIU Explorers Critical Minerals. Conference High-tech Metals. Rowena Smith, Managing Director & CEO 19 February 2025
Slide 2: Disclaimer & Competent Person's Statement
Disclaimer & Competent Person’s Statement Forward Looking Statements Information on likely developments in the Group’s business strategies, prospects and operations for This presentation contains certain statements which constitute “forward looking statements”. Often, but future financial years and
Slide 3: Australian Strategic Materials is building a global rare earths and critical minerals business
Australian Strategic Materials (ASM) is building a global rare earths and critical minerals business to provide the high-tech metals needed to solve the challenges of today and the future. © ASM 2025 | 3
Slide 4: From mine to metals
From mine to metals © ASM 2025 | 4
Slide 5: 12-month highlights
12-month highlights >A$1.5B conditional debt funding for Dubbo Project construction (EFA, US EXIM and EDC)1 Successful optimisation of Dubbo Project flowsheet delivering potential capex and opex savings2 A$5M Federal Gov’t funding to support Rare Earth Options Assessment (lower cost pathways to RE p
Slide 6: Dubbo Project
Dubbo Project A unique ore body positioned to meet global demand. Nd Pr Tb Dy Zr Hf Nb Neodymium Praseodymium Terbium Dysprosium Zirconium Hafnium Niobium © ASM 2025 | 6
Slide 7: A secure, sustainable source
A secure, sustainable source • 20-year life of mine based on reserves1 Long life of mine • Further 50 years of resource1 • 25kms from Dubbo, NSW – close to established infrastructure Tier 1 jurisdiction • Within the Central-West Orana Renewable Energy Zone • 23.5% pre-tax IRR Strong financials1 • A$
Slide 8: Rare Earth Options Assessment
Rare Earth Options Assessment A$5M International Partnerships in Critical Minerals Program1 Identifying potential lower capital and shorter implementation pathways for rare earth production Metallurgical Processing Feasibility Development of Resource Business Testwork Study & Reserve Statement Case
Slide 9: Korean Metals Plant
Korean Metals Plant Providing an alternative integrated supply chain for high-tech metals. © ASM 2025 | 9
Slide 10: In production & ramping up
In production & ramping up Technical • NdFeB product validation success with validations potential customers (US, EU and Korea) Growing global • Metal and alloy contracts (domestic and export) customer base • Building partnerships in key jurisdictions Securing raw • Advanced discussions with potenti
Slide 11: Growing momentum
Growing momentum Global government support increasing offtake and funding opportunities. © ASM 2025 | 11
Slide 12: Global support for an alternative supply chain
Global support for an alternative supply chain Conditional debt funding support for construction of the Dubbo Project 1000 923 900 800 700 Millions AUD 600 500 400 400 300 United States Global opportunities 200 200 • Government policy • Export credit agencies - DPA III, DIBC, MSP - USEXIM, EDC, EFA
Slide 13: FY25 focus areas
FY25 focus areas Progress funding and offtakes for the Dubbo Project Rare Earth Options Assessment – reducing cost and complexity Growing customer and product suite to support KMP ramp-up Cash management discipline across the business Maintaining commitment to ESG principles and sustainable operatio
Slide 14: Thank you
Rare Earths. Critical Minerals. Thank you High-tech Metals. asm-au.com © ASM 2025 | 14
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