Altius Minerals Corporation · TSX:ALS
Altius Minerals — Investor Presentation (September 2023)
10 slides from Altius Minerals's investor presentation, September 2023
Slide 1: Corporate Presentation September 2023
TSX: ALS | OTCQX: ATUSF Renmark Financial Communications VNDR September 2023 Coal to Renewable Power | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward Looking Statements
Forward Looking Statements This document includes certain statements that constitute “forward- In particular, the forward looking statements and information looking statements” and “forward-looking information” within the contained herein relating to past, present and future commodity meaning of app
Slide 3: Sustainability Based Growth Pillars
Sustainability Based Growth Pillars Enabling Change... Long-Life Royalty Thematic FocusExposures Areas Potash Electrification Renewable High-Purity Fertilizer Metals Energy Iron Ore Food EV Adoption Decarbonization Green Steel Sustainability and Power Grid of Power (Eliminate Coal Rejuvenation Gener
Slide 4: Potash Fertilizer - Ultra long-life royalty growth compounding
Sustainability Based Growth Pillars Potash Fertilizer - Ultra long-life royalty growth compounding Global Potash Demand Growth trend underpinned by global population growth and agricultural land use intensification GFC { $11B Expansion Capex. } Potash Fertilizer Our Saskatchewan royalty mines have g
Slide 5: Base and Battery Metals
Sustainability Based Growth Pillars Base and Battery Metals Recent Highlights and Potential Catalysts • Lithium Royalty Corporation successful IPO (C$55 implied market value to Altius as of end of Q2) and 3 participating royalties • Production commenced at Groto do Cirillo lithium mine in Brazil in
Slide 6: Renewable Energy – Altius Renewable Royalties
Sustainability Based Growth Pillars Renewable Energy – Altius Renewable Royalties1 Recent Highlights and Potential Catalysts • Royalty investment capital deployed or committed of more than US$350 million since 2019 • 2.4 GW of operating stage royalty projects – expected to ramp up to more than 10 GW
Slide 7: High Grade Iron - Clean Steel Transition
Sustainability Based Growth Pillars High Grade Iron - Clean Steel Transition Recent Highlights and Potential Catalysts • IOC (Rio Tinto controlled) major capital investment program underway to increase production of high purity products by 20-25% • Champion indicates Kami is metallurgically amenable
Slide 8: Project Generation Business Continues To Deliver LT Value
Project Generation Business Continues To Deliver LT Value Recent Highlights and Potential Catalysts • Altius maintains a project generation (PG) business that creates and invests in exploration projects in exchange for royalties • This business has a broad commodity mandate which typically includes
Slide 9: Silicon Gold Royalty – AngloGold Announces 6-8 Moz Gold exploration target
Silicon Gold Royalty – AngloGold Announces 6-8 Moz Gold exploration target Silicon Deposit 4.22 Moz Gold Now confirmed as world-class gold discovery Silicon and Merlin combined concept study (Expanded Silicon Project) expected to be Merlin Deposit completed by year end. 6-8 Moz Gold1 Considering sha
Slide 10: Capital Structure
Capital Structure Capitalization Table Issued Common Shares2 47,359,643 Other 11% Basic Market Capitalization2 $1.05 billion Cash1, 3 $21.8 million Potash High Purity 32% PG Equities1 $44.1 million Iron Ore LIORC (TSX:LIF) Equity2 $112.2 million 16% LRC (TSX:LIRC) Equity4 $61 million “Consensus” NAV
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