Igo Limited · ASX:IGO
Igo — Macquarie Australia Conference 2021
15 slides from Igo's conference presentation, May 5, 2021
Slide 1: Presentation to Macquarie Australia Conference
ASX RELEASE 5 May 2021 PRESENTATION TO MACQUARIE AUSTRALIA CONFERENCE For personal use only IGO Limited (ASX: IGO) (IGO or the Company) is pleased to attach a copy of the presentation provided to the Macquarie Australia Conference which is being held virtually this week. Managing Director and CEO, P
Slide 2: IGO Limited Macquarie Australia Conference
For personal use only IGO Limited Macquarie Australia Conference 5 May 2021
Slide 3: Our Strategy
Our Strategy Focused on high quality, high margin assets aligned to clean energy metals For personal use only Globally Relevant Vertically Integrated large scale, high quality asset portfolio supplying metals upstream metal production and critical to clean energy downstream processing to unlock valu
Slide 4: Clean Energy Metals
Clean Energy Metals Nickel, copper and lithium to benefit most from clean energy revolution For personal use only Renewable Energy Generation Renewable Energy Storage Electrification of Transport Ni Cu Li Nickel Copper Lithium 3
Slide 5: Our Portfolio
Our Portfolio Portfolio of high quality operating and exploration assets aligned to clean energy For personal use only • Australia’s lowest cost nickel Ni Nova sulphide operation (Cu + Co) IGO 100% • Track record of consistent production and cost control • World’s largest, highest grade and Greenbus
Slide 6: Sustainability
Sustainability Strong focus on sustainability because it’s the right thing to do For personal use only Strong ESG brand developed through industry leading performance and disclosure Focus on decarbonisation through clean energy generation at Nova Dow Jones Sustainability S&P Global 2021 Index Austra
Slide 7: Nova Operation
Nova Operation Australia’s lowest cost nickel sulphide operation For personal use only Highlights Nova Production & Cash Costs A$/lb Tonnes 9,000 $3.00 On track to deliver into FY21 production guidance $2.70 8,000 YTD Nickel Production: 21,115t (in concentrate) $2.25 $2.50 7,000 $2.10 6,000 $2.00 $1
Slide 8: Tropicana Divestment
Tropicana Divestment Highly competitive sales process concludes with divestment to Regis Resources For personal use only Key Transaction Details Maximises value for IGO shareholders Consideration A$903M cash2 • AngloGold Ashanti have waived their Delivers IGO with a very strong balance 60-day Right
Slide 9: Transformational Lithium Transaction
Transformational Lithium Transaction New joint venture into Tianqi’s world class Australian lithium assets For personal use only Pro-forma Ownership Structure IGO is acquiring an indirect 25% interest in Greenbushes and a 49% interest in Tianqi’s Kwinana Lithium Hydroxide Refinery 51% 49% 49% 51% Li
Slide 10: World class lithium assets
World class lithium assets Delivering quality, scale, long mine life, solid ESG credentials and alignment to clean energy For personal use only Greenbushes Kwinana World’s lowest cost and highest grade hard First fully automated LiOH plant rock lithium mine1 Greenbushes CGP2 Kwinana LiOH Plant 1. CR
Slide 11: Transaction Timeline
Transaction Timeline Key transaction milestones For personal use only Completion of Transaction A$707M Institutional Office of State approved by Tianqi Placement & Revenue Approval Shareholders Entitlement Offer 18 December 2020 5 January 2021 Late February 2021 Transaction Transaction Announcement
Slide 12: Exploration Strategy
Exploration Strategy Focused on unlocking transformational value and sustainable growth For personal use only Targeting high value nickel and copper deposits – aligned to clean energy metals strategy Utilising best in class generative geoscience and geophysics Belt-scale land packages acquired throu
Slide 13: Concluding Comments
Concluding Comments FY19 and 4Q19 Highlights Transformation into a clean energy metals business continues For personal use only Nova continuing to perform in line with Tianqi transaction progressing toward expectations completion Tropicana strategic review concludes with Exploration teams energised
Slide 14: Making a Difference
For personal use only We believe in a world where people power makes amazing things happen. Where technology opens up new horizons and clean energy makes the planet a better place for every generation to come. We are bold, passionate, fearless and fun - a smarter, kinder, more innovative company. Ou
Slide 15: Cautionary Statements & Disclaimer
Cautionary Statements & Disclaimer • This presentation has been prepared by IGO Limited (“IGO”) (ABN 46 092 786 304). It should not be considered as an offer or invitation to subscribe for or purchase any securities in IGO or For personal use only as an inducement to make an offer or invitation with