Harvest Minerals Limited · LSE:HMI
Harvest Minerals — Investor Presentation (February 2023)
9 slides from Harvest Minerals's investor presentation, Feb 1, 2023
Slide 1: Corporate Presentation Q1 2023
Corporate Presentation Q1 2023
Slide 2: Overview
OVERVIEW Focused on growth & profitability • Targeting invoiced sales of 200kt for 2023 up from 150kt in 2022 • Completed storage expansion project to support higher sales volumes • Cashflow positive at an overall level forecast to continue Robust fertiliser market driven by a confluence of factors
Slide 3: The Opportunity
THE OPPORTUNITY Positioned to capitalise on the imbalance of fertiliser supply demand dynamics in Brazil c.85% The Brazilian Ministry of Brazil imported 16.6Mt of +70% of Brazil’s Agriculture aims fertilizers Jan-May of fertiliser used fertiliser is to reduce 2022, in Brazil is imported making appli
Slide 4: Sales
SALES 83% CAGR in invoiced sales over the last three years Sales by product & location Most sales are made to customers in the immediate vicinity of Arapua Invoiced Sales 250,000 200,000 150,000 Coffee 34% 100,000 Soy 28% 50,000 Sugar 21% Other 17% 0 Tonnes KP Fértil® 2019 2020 2021 2022 2023 Foreca
Slide 5: Project, Operations & Growth
PROJECT, OPERATIONS & GROWTH • Weathered kamafugite lava naturally rich in K and P as well as Ca, Mg and other micronutrients • 100+ years of known resources • Licensed to produce 400kt – invoiced sales in 2022 of 150kt & 2023 target of 200kt • Simple mining & processing utilising modular plant - pr
Slide 6: ESG Committed
ESG COMMITTED Implemented Net Zero Strategy Natural, organic product with minimal environmental impact • No water used during production & no tailings disposal • No contaminants including chloride & salt • Low leaching reduces groundwater contamination • Slow release product with residual effect Low
Slide 7: Investment Case
INVESTMENT CASE LONG-LIFE, FLAGSHIP PROJECT BUILDING SALES & REACH STRENGTHENING BALANCE SHEET Organic fertiliser project located in the heart Strong invoiced sales showing 83% CAGR of Brazil’s agricultural market over the last 3 years anticipated to continue Revenue generating, low cost & high marg
Slide 8: Board of Directors
BOARD OF DIRECTORS Brian McMaster, Executive Chairman +25 years’ experience in corporate reconstruction, turnaround, and performance improvement, alongside c.25 years in the mining industry. Founder of several ASX-listed companies and managed the reorganisation, recapitalisation and listing of +20 c
Slide 9: Contacts
CONTACTS www.harvestminerals.net UK office Level 1 20 North Audley Street London, UK Brazilian office Av. Jornalista Ricardo Marinho 360, sala 113 Ed. Cosmopolitan Barra da Tijuca Rio de Janeiro, Brazil www.linkedin.com/company/harvest-minerals/ @HarvestMinerals Corporate Presentation Q1 2023 9
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