Andromeda Metals Limited · ASX:ADN
Andromeda Metals — NWR Virtual Conference (November 2020)
17 slides from Andromeda Metals's conference presentation, Nov 19, 2020
Slide 1: Investor Presentation: Developing a World-Class Halloysite-Kaolin Project
For personal use only INVESTOR PRESENTATION DEVELOPING A WORLD-CLASS HALLOYSITE-KAOLIN PROJECT ASX:ADN www.andromet.com.au v
Slide 2: Corporate Overview
CORPORATE OVERVIEW 2 For personal use only $573M $6.8M $0M 1,978M $0.29c MARKET CASH DEBT FULLY PAID CURRENT SHARE CAPITALISATION ORDINARY SHARES PRICE OPTIONS ▪ 171,932,838 listed ($0.012 & expiry 30 Nov 2020) BOARD MEMBERS • Rhod Grivas – Non Executive Chairman • James Marsh – Managing Director •
Slide 3: Andromeda Assets
ANDROMEDA ASSETS 3 For personal use only HALLOYSITE-KAOLIN PRIMARY FOCUS Great White Kaolin (ADN 75% JV with MEP 25%) and Mount Hope (100%) Projects in South Australia GOLD COPPER ASSETS& JV’S ADDITIONAL Environmental Evolution Mining JV Cobra Resources JV Gold Tenements Copper Recovery JV Gold in Q
Slide 4: Great White Kaolin Project
GREAT WHITE KAOLIN PROJECT 4 For personal use only Primary Project Focus – Halloysite-Kaolin • Great White – one of the world’s largest known high-purity halloysite-kaolin Reserves & Resources • Current total resources of approx. 100Mt • Located close to essential infrastructure • Extremely robust P
Slide 5: Key Takeout
KEY TAKEOUT 5 For personal use only 1 2 3 4 Andromeda Metals is a low capex, You already use Kaolin in a vast Global supply of high-quality Andromeda aims to be the largest short payback period, large scale number of applications, every day halloysite-kaolin is reducing – supplier of Halloysite-Kaol
Slide 6: What is Halloysite-Kaolin
WHAT IS HALLOYSITE-KAOLIN 6 For personal use only Kaolinite Plates Halloysite Tubes The Great White Resource is a naturally occurring blend of tubes and plates v
Slide 7: Kaolin Uses
KAOLIN USES 7 For personal use only Rubber Cement Other You already use kaolin in a vast number Plastic 3% 3% 1% of applications, everyday 4% Fibreglass 5% Refractories Paper 5% 37% Estimated % Ceramics Medical Paint & Coatings Paints & Coatings Markets of 8% 26.5M/T FOR 2019 Transport Plastic Produ
Slide 8: New Halloysite-Kaolin Application
NEW HALLOYSITE-KAOLIN APPLICATION 8 For personal use only Exciting New Applications in Construction Products Halloysite-Kaolin Rheology Modifier being Addition levels as low as 1kg/m3 tested in a range of construction products of concrete show clear positive benefits in handling and strength Austral
Slide 9: Halloysite & Nanotechnology Uses
HALLOYSITE & NANOTECHNOLOGY USES 9 For personal use only Most researched clay mineral in the world Use only constrained by supply Hydrogen Storage and Batteries and Super- Water Purification shortage Transport Capacitors >8000 Papers and 100’s of Patents Granted Great White Project halloysite is bei
Slide 10: Commercialisation Progress
COMMERCIALISATION PROGRESS For personal use only v
Slide 11: Carbon Capture is Leading the Way
CARBON CAPTURE IS LEADING THE WAY For personal use only Professor Ajayan Vinu : Global Innovation Centre for Advanced Nanomaterials …”the Great White halloysite-kaolin has been successfully synthesized to create advanced nanomaterials to specifically adsorb CO2 from a mixture of gases, up to 1.1 ton
Slide 12: Current Highlights
CURRENT HIGHLIGHTS 12 For personal use only Great White Project PFS Mid Term • Concrete application developments • High purity halloysite • Ultra high-purity kaolin evaluation • Nanotechnology commercialisation • High Purity Alumina * Andromeda ASX Announcement July 10 2020 – ‘Maiden Ore Reserve for
Slide 13: Market Value Overview
MARKET VALUE OVERVIEW 13 For personal use only A$1000’s per gram A$1,000/t - A$5,000/t (depending on purity) Expected Profit Very Significant A$700/t Expected Profit Expected Profit: 50% 80% Cost of Extraction & Processing 50% Cost of Extraction and Processing N/A Cost of Extraction & Processing 20%
Slide 14: So What's Next?
SO WHAT’S NEXT? 14 For personal use only IN PROGRESS 2020/2021 • Definitive/Bankable Feasibility Study • Mining lease approvals • Additional halloysite-kaolin and ultra-high purity kaolin resources • Ceramic customers final approvals • Customer offtake agreements for multiple applications • Concrete
Slide 15: In Summary
IN SUMMARY 15 For personal use only 1 2 3 4 Andromeda has one of the world’s This is a high value industrial Global demand is increasing, and Low capex project with a short largest resources of halloysite- mineral selling into a low-volatility supply is decreasing timeline to operation kaolin market
Slide 16: Thank You
For personal use only THANK YOU James Marsh Managing Director james.marsh@andromet.com.au ASX:ADN www.andromet.com.au v
Slide 17: Cautionary Statements
17 For personal use only Cautionary Statements The preliminary feasibility study (Pre-Feasibility Study, PFS) referred to in this announcement has been undertaken to study a range of options to produce high-quality halloysite-kaolin product from the Kaolin Resource at Poochera in South Australia in
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