Elementos Limited · ASX:ELT
Elementos — Investor Presentation (February 2024)
17 slides from Elementos's investor presentation, Feb 16, 2024
Slide 1: Tin for an Electric Tomorrow
TIN FOR AN ELECTRIC TOMORROW For personal use only Investor Presentation - Share Café Webinar 16 February 2024
Slide 2: Cautionary statement
Cautionary statement This Presentation provides general background information about Elementos Limited’s (“Company’s”) activities. That information is current at the date of this Of the Mineral Resources scheduled for extraction in the Study mine production plan, approximately 21% are classified as
Slide 3: Tomorrow's tin
Tomorrow’s tin Emerging tin developer on the cusp of defining and funding projects. For personal use only Elementos Limited (ASX:ELT) owns two world class tin projects with large resource bases and significant exploration potential in mining-friendly jurisdictions. Oropesa Project Cleveland Project
Slide 4: Tin focussed with a critical portfolio
Tin focussed with a critical portfolio Tin, tungsten, zinc, copper, and fluorite are critical and strategic and in demand. For personal use only The minerals in our portfolio are rated “Critical” or “Strategic” by many major economies. • The international competition for critical minerals, including
Slide 5: Tin is the metal most impacted by electrification and new green technologies
Tin is the metal most impacted by electrification and new green technologies. For personal use only Did you know? Others • Tin is a key electrical contact in electric vehicles advanced robotics renewable energy computers & IT energy storage electronic circuits (solder), printed circuit boards and se
Slide 6: Tin price holding firm during a soft 2023, 2024 showing strength
Tin price holding firm during a soft 2023, 2024 showing strength Demand returning and whilst supply remains strained. For personal use only 2023 was a year of both soft demand, due to US$37.5k inflationary and cost of living pressures, but this was matched by even weaker tin supply. • Despite muted
Slide 7: Tin market entering material deficits
Tin market entering material deficits Even with modelled supply increases – increasing defects forecast to grow to 2030 (50,000t). For personal use only Global tin demand is forecast to increase 3-4%pa to Refined Tin Supply, Demand & Defecits service the technology revolution. 460 35 • ~3%pa forecas
Slide 8: Tin supply dire after decades of underinvestment
Tin supply dire after decades of underinvestment Security of supply from responsible sources limited for major global economies 3 Source: ITA (International Tin Association) December 2022 For personal use only Limited Security of Supply for Europe, Aus & USA Major producers struggling to maintain pr
Slide 9: Oropesa Tin Project, Spain
Oropesa Tin Project, Spain Poised to be Europe’s first new significant tin mine For personal use only Greenfield, Open-pit tin project in EU • Open-cut tin mining and processing operation producing tin concentrates for smelters in Europe, North America or Asia. • Responsible approach to mining, with
Slide 10: Oropesa Tin Project, Spain: 2023 Mineral Resource Estimate Update
Oropesa Tin Project, Spain 2023 Mineral Resource Estimate Update9 For personal use only 95% of 2023 MRE is classified either Measured or Indicated Resources, totaling 18.5Mt at 0.39% Sn • 38% of 2023 MRE is classified as Measured Resources, increasing by 3.1Mt (+73%) • 100% of 2023 MRE tonnes locate
Slide 11: Optimisation Study (2022) Summary
Optimisation Study (2022) Summary NPV = A$342m, 2.5yr payback For personal use only Life of mine Tonnage averages Annual ore mined Annual ore sorter feed Annual processing plant feed Annual tin concentrate (62%) Annual tin metal production 1,250,000t 1,250,000t 1,000,000t 5,400t 3,350t Annual waste
Slide 12: Project materially de-risked, DFS substantially completed
Project materially de-risked, DFS substantially completed For personal use only Elementos has confirmed all the key data for the project, with engineering of key elements 01 Mineral Resource defined - 95% Measure & Indicated categories markedly matured, significantly de-risking the 02 XRT Ore sortin
Slide 13: Cleveland Tin Project
Cleveland Tin Project 13 Tasmania Tin & copper JORC Resources1 Indicated Inferred Total • Cleveland Tin Project (100%-owned) located in mineral rich north-west Tasmania. 6.23Mt 1.24Mt 7.47Mt 0.75% Sn | 0.30% Cu 0.76% Sn | 0.28% Cu 0.75% Sn | 0.30% Cu Burnie For personal use only 1 All resources calc
Slide 14: Focussed and experienced leadership
Focussed and experienced leadership For personal use only Our team has extensive experience in the mining and resources sector, including project acquisition, development and construction. Andy Greig Joe David Calvin Treacy Corey Nolan Non-Exec Chairman Managing Director Non-Exec Director Non-Exec D
Slide 15: Corporate overview
Corporate overview Major Shareholder distribution (February 2024) For personal use only Share price Market capitalisation $A0.115c A$22.4 Andy Greig 15 Feb 2024 15 Feb 2024 52 week high $0.32, low $0.085 13.6% JM FINANCIAL, 7.5% Shares on issue Cash 194.7m A$1.2m GOM PROPERTIES 5.4% 30 Sept 2023 (La
Slide 16: Get in touch
Get in touch Joe David For personal use only Elementos Limited Level 7, 167 Eagle Street Managing Director Brisbane Queensland 4000 +61 (0)7 2111 1110 Phone: +61 7 3212 6299 jd@elementos.com.au elementos.com.au
Slide 17: Disclaimer
Disclaimer Forward-looking statements Competent Person Statement For personal use only This document may contain certain forward-looking statements. Such statements are only predictions, based on certain The information in the report to which this statement is attached that relates to mining and the