Andromeda Metals Limited · ASX:ADN
Andromeda Metals — AMEC SA Investor Briefing (March 2025)
11 slides from Andromeda Metals's conference presentation, Mar 11, 2025
Slide 1: AMEC SA Investor Briefing
Andromeda For personal use only The Great White Mineral Company AMEC SA Investor Briefing Adelaide 11 March 2025 ASX:ADN andromet.com.au Level 10, 431 King William Street, Adelaide, South Australia 5000 +61 8 7089 9800 Authorised for release by the Board of Directors of Andromeda Metals Ltd
Slide 2: Disclaimers and Important Information
Disclaimers and Important Information This presentation contains summary information about Andromeda, and its activities current only at the date of this presentation. Information in this presentation which is attributed to, or derived from, a third-party source has not been independently checked or
Slide 3: Who is Andromeda?
Who is Andromeda? Australia’s next leading industrial minerals products company • Great White Project (GWP): high-grade kaolin asset delivering premium pricing Andromeda high-grade kaolin Flagship • Development ready: All key approvals received to commence development1 Project • Generational asset:
Slide 4: What makes Great White Kaolin special?
What makes Great White Kaolin special? Products validated as high-quality for use in premium markets Market Leading Properties of Great White CRM ➢ Independently tested and globally benchmarked1: Leading Low Iron / Alumina ratio • Superior chromatic coordinate properties (Fe2O3/Al2O3) vs global kaol
Slide 5: What makes Great White Kaolin special? Market leading properties
What makes Great White Kaolin special? Market leading properties of Great White CRM * Quality increases For personal use only CRM % Al2O3 * FeTi index: (% Fe2O3 + TiO2) / %Al2O3 x 1000 Competitive Kaolin products Great White CRM 5 Source: Galesk Consultancy SLU, from proprietary database compiled fr
Slide 6: Great White Kaolin Products
Great White Kaolin Products High-quality products validated for use in established markets Products Product Description End-use Fully refined product for the Great White high-end markets for For personal use only CRM T ceramic and porcelain tiles, slabs and glazes High-quality ceramic tiles and slab
Slide 7: Stage 1A+ underpinned by Binding Offtakes
Stage 1A+ underpinned by 4 Binding Offtakes 100% of planned capacity committed under contracts in year 3 Binding offtake agreements support Stage 1A+5 Overview of offtakers Wet metric tonnes per annum Offtaker Market Company and end uses Ongoing contracted volumes>> 100,000 ➢ Physical commodity trad
Slide 8: Project Economics
Project Economics Staged delivery with each stage profitable on a standalone basis 3-Stage Development with Robust Economics (NPV 8, real post-tax)1 From Stage 2, Project will generate $140m Stage 2 120,000 wmt pa Robust NPV & IRR annual EBITDA for 22 years Capex $53m $763m Cumulative LOM NPV/IRR
Slide 9: Product and Resource Expansion Upside
Product and Resource Expansion Upside High-quality products validated for use in established markets Products Under Development Great White HRMTM High-Purity Alumina to assist in decarbonising concrete (HPA) For personal use only • Independent Study results: 1 kg of Great White HRM per cubic metre •
Slide 10: GWP is de-risked and construction-ready
GWP is de-risked and construction-ready Stage 1A+ Funding Process is underway ➢ Tier 1 asset in a low-risk mining jurisdiction ➢ De-risked and with all key permits required to commence construction ➢ 100% of planned production capacity for Stage 1A+ committed under binding offtake contracts in year
Slide 11: Andromeda: The Great White Mineral Company
Andromeda For personal use only The Great White Mineral Company For more information about the Company, please visit our website, www.andromet.com.au or contact: Patrick Sinclair Manager, Investor Relations & Corporate Affairs T: 08 7089 9819 M: 0403 708 431 E: Patrick.Sinclair@andromet.com.au
Andromeda Metals — AMEC SA Investor Briefing (March 2025) on 6ix