Astron Limited · ASX:ATR
Astron — Shareholder Meeting (July 2021)
19 slides from Astron's shareholder meeting presentation, Jul 19, 2021
Slide 1: Business Transformation - Delivering value through the commercialisation of Donald
Business Transformation - Delivering value through the commercialisation of Donald Astron Corporation EGM Address – Brisbane, 19 July 2021 Astron Corporation ASX:ATR
Slide 2: Disclaimer
Disclaimer CAUTIONARY STATEMENT are expressed in Australian dollars and rounded to the nearest $0.1 million unless otherwise stated. Any discrepancies This presentation has been prepared by Astron Corporation Limited (Astron or the “Company”). The information between totals and sums of components in
Slide 3: Astron Corporation
Astron Corporation Astron Corporation Limited (ASX:ATR) is an established and experienced participant in the global mineral sands sector. Our major focus is bringing the major Donald mineral sands resource in Victoria, Australia into commercial production Donald reserve & Favourable market Commitmen
Slide 4: Astron Corporation's Attributes
Astron Corporation’s Attributes VALUE PROPOSITION ASX Code ASX:ATR ✓ Net asset value exceeds current market capitalisation; ✓ Proposal to focus upstream portfolio structure to broaden investment market appeal; Shares/CDIs on Issue 122.48M ✓ Potential for valuation uplift from progression and commerc
Slide 5: Key Focus: Transformation to Major Upstream Mineral Sands Producer
Key Focus: Transformation to Major Upstream Mineral Sands Producer Portfolio reconfiguration to separate upstream (mineral sands) from downstream (China-based) processing assets Complete portfolio ASX listed entity to focus on commercialisation of Donald Mineral Sands project (including Donald and J
Slide 6: Donald Project – Tier 1 Mineral Sands Deposit
Donald Project – Tier 1 Mineral Sands Deposit Astron through a wholly-owned subsidiary Donald Mineral Sands Pty Limited (DMS), holds the Donald project, a Tier-1 asset that represents one of the world’s largest undeveloped zircon resource. In total, the Donald project consists of a total licenced ar
Slide 7: Donald Project – Globally significant source of production
Donald Project – Globally significant source of production With the depletion of existing major zircon supply sources and limited new material 7.00 production sources, the Donald and Jackson deposits have the potential to be a pivotal Astron source of global zircon supply, over an extended period sp
Slide 8: Project Concept and Delivery
Project Concept and Delivery Simplified Process Flow Diagram Pit-to-final product operating model Astron’s Donald the pit-to-product operating model includes the mining of ore, the Ore Mining Unit Plant gravity concentrating to heavy mineral concentrate (HMC), and the processing to final products of
Slide 9: Mineral Sands Products – Array of Applications
Mineral Sands Products – Array of Applications Zirconium applications Titanium applications Rare Earth applications Solar panels, construction and commercial Ceramics, kitchen and sanitaryware Paint and pigment production Wind turbines and permanent magnets Casting and foundry applications Healthcar
Slide 10: Favourable Long-Term Zircon Market Dynamics
Favourable Long-Term Zircon Market Dynamics Stable Demand with limited new supply opportunities at a time where existing supply sources are maturing Donald is expected to commence production at a time when market conditions In development Suspended are favourable in the mineral sands industry, with
Slide 11: Rare Earth Opportunity
Rare Earth Opportunity Various Applications of Rare Earth Elements Assisting in the transition to a greener economy Rare Earth elements have become increasingly important given its wide and expanding range of high-tech applications, including applications of: • high tech consumer goods – illuminated
Slide 12: Donald Project – extensive evaluation and de-risking
Donald Project – extensive evaluation and de-risking The Donald project has been extensively delineated with a total of 2,789 drill holes. The mining leases consists of 387 drill holes spaced from 125mE by 200mN to 250mE by 450mN. An Ore Reserve statement was issued on 18 February 2021 based on the
Slide 13: Fine Minerals Processing
Fine Minerals Processing Astron’s extensive test-work confirms high (commercial) product recoveries Extensive metallurgical test work, utilising a range of industry specialist consulting firms, as well as bench scale and pilot scale test work, has provided confidence for commercial recovery of fine
Slide 14: Donald Mineral Sands Project
Donald Mineral Sands Project Advanced stage of evaluation and regulatory approvals Approval Requirement Completed Date Expiry Extensively drilled, Geology JORC compliant reserves Environmental Effects Statement ✓ 2008 N/A Environmental protection & bio-diversity conversation approval ✓ Mar-09 2034 M
Slide 15: Final Products and Attributes
Final Products and Attributes Zircon whiteness testing has confirmed the high quality of Donald zircon – suitable for premium market applications, including ceramics Products samples are being made available to key customers for product testing and market acceptance and ultimately for commercial off
Slide 16: Astron Retains Speciality Mineral Sands Technical Expertise and Market Connections
Astron Retains Speciality Mineral Sands Technical Expertise and Market Connections 30+ years foundation and industry experience Established in 1983, Astron has a wide-range of technical expertise and experience in the mineral sand and downstream activities. Key features in Astron’s history include t
Slide 17: Mineral Sands Mining – low environmental impact mining
Mineral Sands Mining – low environmental impact mining Astron plans to minimise environmental impact while creating sustainable growth, using sustainable mining and rehabilitation techniques ▪ Astron intends to conduct mining operations on mixed used pastoral, mainly cleared land and will take steps
Slide 18: Key Work Streams
Key Work Streams Metallurgical test work and evaluation, including pilot scale mineral processing trials Project & organisational management resourcing – project planning and implementation and operational stages Continued community/ stakeholder engagement; establishment of Community Reference Group
Slide 19: Contact Us
Contact Us Tiger Brown Managing Director Tel: +61 3 5385 7088 Email: tiger.brown@astronlimited.com Joshua Theunissen Company Secretary - Australia Tel: +61 3 5385 7088 Email: joshua.theunissen@astronlimited.com Astron Corporation ASX:ATR