Genmin Ltd. · ASX:GEN
Genmin — Investor Presentation (June 2025)
18 slides from Genmin's investor presentation, Jun 4, 2025
Slide 1: ASX Announcement: Corporate Presentation
ASX Announcement. 4 June 2025 Corporate Presentation Emerging African iron ore producer, Genmin Limited (Genmin or the Company) (ASX: GEN) is pleased to provide the attached corporate presentation. This announcement has been authorised by the Board of Genmin Limited. For further information please c
Slide 2: Confirmation and location map of Genmin's projects in Gabon
ASX Announcement. Confirmation The Production Targets for Baniaka were presented in an announcement released on 16 November 2022 “Positive Baniaka PFS” and is available to view at www.genmingroup.com/investors/asx-announcements. Genmin confirms that it is not aware of any new information or data tha
Slide 3: An emerging high quality iron ore producer
An emerging high quality For personal use only iron ore producer. June 2025
Slide 4: Important Notice
Important Notice “NOT FOR DISTRIBUTION TO OR INTO THE UNITED STATES” This presentation is provided by Genmin Limited ACN 141 425 292 (Genmin or the Company). Statements in this presentation are made only as at the date of this presentation and the information in this presentation remains subject to
Slide 5: Important Notice: No registration
Important Notice “NOT FOR DISTRIBUTION TO OR INTO THE UNITED STATES” No registration Neither this presentation nor any part or copy of it may be taken or transmitted into or distributed, directly or indirectly, into the United States or any other jurisdiction where it is unlawful to do so. No securi
Slide 6: Corporate dashboard
Corporate dashboard Proven board & leadership, highly experienced in For personal use only Africa & iron ore Capital Structure | ASX : GEN 30 May 2025 Item Unit Number Shares M 887.3 Options M 121.4 Performance Rights M 0.4 Greg John Giuseppe Salvatore Andrew Fully Diluted M 1,009.0 Lilleyman Hodder
Slide 7: Baniaka: Africa's next high grade iron ore hub
Baniaka: Africa’s next high grade iron ore hub ✓ Baniaka iron ore project fully permitted, 20-year renewable mining licence & mining convention For personal use only ✓ Existing hydropower, rail & port infrastructure secured for Baniaka, resulting in low CAPEX startup Investment friendly Gabon with 6
Slide 8: Baniaka highlights
NOT FOR DISTRIBUTION Baniaka highlights • High grade (63 to >66% Fe) low gangue For personal use only products, low carbon intensity greener iron ore • CAPEX ~US$200M, base case after tax NPV ~US$400M, IRR 38%, first ore late 2026 (2022 PFS) • Existing & operational rail & port, & proximal hydropowe
Slide 9: Initial ten-year life with potential resource upside
Initial ten-year life with potential resource upside • Mine plan focused on shallow free-dig ore For personal use only • Only 21% of known iron ore strike diamond drill tested to date; >90km of potential resource upside 7
Slide 10: Genmin has secured non-binding offtake agreements with Chinese partners
Genmin has secured non-binding offtake agreements with Chinese partners For personal use only • High iron grade, low deleterious products % Fe SiO2 Al2O3 P S LOI • To date, 19Mt of offtake under MoU with 4 Lump (30%) 64.0 3.7 1.5 0.1 0.0 3.2 counterparties Fines (50%) 64.8 3.6 1.3 0.0 0.0 2.5 • 3 of
Slide 11: Gabon: prosperous Central African Nation with extensive resource sector history
Gabon: prosperous Central African Nation with extensive resource sector history For personal use only • Peaceful democratic Presidential election held 12 April 2025 with international oversight, 4 months ahead of schedule • Stable, investment friendly environment for international resource & retail
Slide 12: ESG, part of our DNA
ESG, part of our DNA • Independent ESG certification by For personal use only London based, independent assessment organisation, Digbee ESGTM with improved rating of BBB • Clean, renewable hydroelectricity reducing carbon intensity in iron making • 0.5% of gross revenue to be set aside for social &
Slide 13: Existing national infrastructure with capacity, renewable energy & land logistics agreements in place
Existing national infrastructure with capacity, renewable energy & land logistics agreements in place For personal use only Grand Poubara Trans-Gabon Railway Owendo Mineral Port Hydropower Station Long-term power supply Long-term integrated rail & port Shareholders: agreement signed for agreement si
Slide 14: Deliverables – next months
Deliverables – next 18 months For personal use only Overhead power Haul road transmission line Non-process Baniaka mine & infrastructure processing facility 12
Slide 15: Baniaka targeted development timeline
Baniaka targeted development timeline For personal use only Targeted Early Targeted first works financing production ✓ Environmental Mining ✓ PROGRESSION OF BUILD ✓ Mining CONSTRUCTION & Approval Permit FINANCING & MINING CONVENTION Convention COMMISSIONING 10Mtpa expansion & 2023 Q3 Q4 2024 Q1 Q2 Q
Slide 16: Pathway to project funding well advanced
Pathway to project funding well advanced • London-based Oval Advisory retained to explore project funding in complementary For personal use only markets, focus on India, the Middle East & Africa • MoU with PowerChina includes a provision to procure a minimum US$250M to develop Baniaka • Global tradi
Slide 17: Immediate development activities: next months
Immediate development activities : next 3 months For personal use only • PFS Addendum – CAPEX update, and processing plant & mine plan update • Preliminary Early Works – construction quarries, access roads & construction camp • EPC proposals from PowerChina for major scope & critical path activities
Slide 18: Thank you. Contact us
Thank you. For personal use only Contact us London House, Suite 3, Level 8 216 St Georges Terrace, Perth WA 6000 ir@genmingroup.com +61 8 9200 5812 | ir@genmingroup.com A white hexagon with black text and a check mark