Centaurus Metals Limited · ASX:CTM

Centaurus Metals — Tribeca Future Facing Commodities Conference 2024

21 slides from Centaurus Metals's conference presentation, Mar 26, 2024

  1. Slide 1: Unleashing Jaguar: Delivering a new generation of low-carbon nickel supply from Brazil

    Unleashing Jaguar: Delivering a new generation of reliable, low- carbon nickel supply from Brazil Darren Gordon, Managing Director

  2. Slide 2: Disclaimer

    Disclaimer ● This presentation does not constitute investment advice. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation does not take into

  3. Slide 3: Centaurus Metals Investment Overview

    Centaurus Metals World-class Resource with significant growth Investment overview potential Developing a globally significant nickel Extremely low carbon sulphide asset footprint Favourable Targeting production of infrastructure-rich +20ktpa of nickel over location in Brazil’s +15 year mine life Car

  4. Slide 4: Corporate Summary

    Corporate Summary 495m A$148m Centaurus is developing one of the world’s premier new near-surface nickel sulphide projects, with class-leading GHG emission credentials. Shares on issue Market cap at A$0.30 66.3% A$34.7m Highly Experienced Board Top-20 holders Cash (31/12/23) 5.8m Broker Coverage Unl

  5. Slide 5: Western Gigafactory Development Pipeline

    Western Gigafactory Development Pipeline Over ~2,350GWh of capacity growth in the pipeline with ~1,950GWh Ni-based North American & European Gigafactory Pipeline (1) Gigafactory Capacity (GWh) (2) Europe North America 3,000 N O 2,500 L L N N 2,000 N N O N 1,500 N N N L N N O N N N 1,000 L N N L N N

  6. Slide 6: GHG Emissions – Forecast to be a Class-leader

    GHG Emissions – Forecast to be a Class-leader Powered by renewables & high-grade nickel sulphides GHG Intensity Curve – Nickel (E1 GHG Emission Metrics®) Jaguar Nickel Sulphate Project 7.27t of CO2/t of NiEq Jaguar is currently net sequester of Carbon Life-of-mine CO2 footprint forecast to be lower

  7. Slide 7: Brazil

    Brazil Responsible Mining in an emission-friendly jurisdiction STRATEGIC MINERALS POLICY ENVIRONMENTAL ROAD MAP TO MINING Recently-created to assist in Approval Process clearly defined Well-Established Mining Regulation approval process for strategic with Jaguar EIA Approved and and Tenement System

  8. Slide 8: Brazil's Carajás Mineral Province

    Brazil’s Carajás Mineral Province A Tier-1 global mining province The Carajás contains one of the world’s largest known concentrations of large-tonnage world-class mineral deposits 8

  9. Slide 9: Brazil's Carajás Mineral Province: Infrastructure and logistics

    Brazil’s Carajás Mineral Province Outstanding infrastructure and logistics ● High-Voltage (230kV) grid power within 40km of Project ● Brazil’s national power grid runs on +80% renewables ● Low cost, clean power ● Project located 40km north of Tucumã and Ourilândia do Norte (pop +70,000) – mining com

  10. Slide 10: Jaguar Project – World-Class Resource

    Jaguar Project – World-Class Resource Large-Tonnage, High-Quality JORC MRE: 109.2Mt @ 0.87% Ni for 948,900 tonnes of contained nickel ● Measured & Indicated 86.6Mt @ 0.85% Ni for 737,800t Ni metal - 83% of Global MRE ● +500kt of M&I Ni metal within 200m of surface ● Over 50km of diamond drilling com

  11. Slide 11: Jaguar Project – High-grade nickel sulphides from top to bottom

    Jaguar Project – World-Class Resource High-grade nickel sulphides from top to bottom 1000m 800m Jaguar South Onça Preta 20.4m @ 3.94 % Ni 11

  12. Slide 12: Jaguar Project – A unique deposit with sustainable growth

    Jaguar Project – World-Class Resource A unique deposit with sustainable growth One of the world's largest high-grade nickel sulphide orebodies ● 165,000t of Ni metal added to the MRE per year over the last three years ● Over 50,000m of successful drilling in 2023 that is not yet included in MRE ● Ta

  13. Slide 13: Jaguar Project – Processing Circuit

    Jaguar Project – Processing Circuit A traditional flotation plant 13

  14. Slide 14: Jaguar Project – Feasibility Study

    Jaguar Project – Feasibility Study Feasibility Study Nearing Completion Anticipated low operating cost project Mining ● Jaguar pits coalescing into one – strike extent of +3km, up to 1km width and depths that extend to over 300m ● Mining contractor proposals received with costings used for pit optim

  15. Slide 15: Jaguar Project - Approvals & Stakeholder Engagement

    Jaguar Project - Approvals & Stakeholder Engagement Environmental Approvals On-Track ● Preliminary Licence (LP) ISSUED ● Mining Lease Application (PAE) APPROVED ● Preliminary (LP) and Installation Licences (LI) for 230kV power line APPROVED ● Issue of Mining Lease only conditional on the issue of th

  16. Slide 16: Jaguar Project Targeted Development Timeline

    Jaguar Project Targeted Development Timeline 2027 – First Production 2025/2026 – Construction Phase H1/2025 – Final Investment Decision - FID Q2/2024 – Definitive Feasibility Study Q1/2024 – Preliminary Licence (LP) Issued Q1/2024 – Mining Lease Application Approved Q2/2023 – 100% Offtake Rights Sec

  17. Slide 17: Boi Novo Project – Copper-Gold Exploration

    Boi Novo Project – Copper-Gold Exploration The Carajás is the world’s premier IOCG address With Jaguar moving into pre-development, our exploration team has shifted focus to building a pipeline of organic and inorganic growth opportunities in strategic minerals in Brazil ● Only 30km from Parauapebas

  18. Slide 18: Key Investment Takeaways

    Centaurus Metals Key Investment Takeaways ● Focus on strategic minerals in Brazil ● Jaguar Nickel Sulphide Project ● Extremely low carbon footprint ● Favourable infrastructure-rich location ● Tier-1 JORC Resource, long-life project ● Anticipated strong returns and cash flow generation ● Horizon II B

  19. Slide 19: Unleashing Jaguar

    Unleashing Jaguar: Delivering a new generation of reliable, low- carbon nickel supply from Brazil Authorised for release by Darren Gordon – Managing Director +61 8 6424 8420 : office@centaurus.com.au : Centaurus Metals : @CentaurusMetals

  20. Slide 20: November 2022 JORC MRE

    Centaurus November 2022 JORC MRE Grade Contained Metal Deposit Classification Mt Ni % Cu % Co ppm Zn % Ni Cu Co Zn Indicated 28.5 0.87 0.05 199 0.13 247,800 13,500 5,700 37,400 Jaguar South Inferred 7.3 1.08 0.06 258 0.09 79,100 4,800 1,900 6,500 Total 35.8 0.91 0.05 211 0.12 327,000 18,000 7,600 44

  21. Slide 21: Data and references for comparison of global nickel sulphide deposits

    Centaurus Data and references for comparison of pre-mined resources of global nickel sulphide deposits and camps Pre-Mined Resource MI&I Ni Metal Camp / Deposit Country Deposit Type Resource Date Mt Ore % Ni Mt Norilsk (Talnakh Camp) Russian Federation Low-MgO NiS 31-Dec-19 2,433 1.02 24.7 Sudbury C

Centaurus Metals — Tribeca Future Facing Commodities Conference 2024 on 6ix