Gruvaktiebolaget Viscaria · OMXSTO:VISC
Gruvaktiebolaget Viscaria — Viscaria — Investor Day (September 2024)
18 slides from Gruvaktiebolaget Viscaria's investor day presentation, Sep 24, 2024
Slide 1: Viscaria – CMD: Concluding remarks
Viscaria – CMD Concluding remarks September 24, 2024
Slide 2: Investment highlights
• Viscaria CMD September 24, 2024 Mining for the future Investment highlights Viscaria is ready to deliver low carbon copper for the European market for decades to come 1 Long-term tailwinds for Viscaria’s green copper 2 Political stability and strong socio-economic impact 3 Strong business rational
Slide 3: Long-term tailwinds for Viscaria’s green copper
• Viscaria CMD September 24, 2024 Mining for the future 1 Long-term tailwinds for Viscaria’s green copper Customers targets carbon neutrality 1A Viscaria’s end-customers within automotive, power generation/renewables and electrical appliances have all set out ambitious targets of becoming climate ne
Slide 4: Customers target carbon neutrality
• Viscaria CMD September 24, 2024 Mining for the future 1A Customers target carbon neutrality “Climate neutral by 2040 (Scope 1, Copper demand, (mt), 2030E 2 and 3), and we are to create a climate neutral car by 2030” Low-carbon emission “Achieve carbon neutrality copper throughout our value chain b
Slide 5: Supply deficit in Europe about to worsen
• Viscaria CMD September 24, 2024 Mining for the future 1 1B Supply deficit in Europe about to worsen Overview of the European copper market supply-demand balance European copper demand and primary production FY 2012-FY 2032E2, mt 5.05.0 56 % import 4.5 4.5 4.0 4.0 51 % import 3.5 3.5 3.0 3.0 ~1.8 2
Slide 6: Uniquely positioned from a CO2 emissions perspective
• Viscaria CMD September 24, 2024 Mining for the future 1C Uniquely positioned from a CO emissions perspective 2 Africa China Other Scope 1 & 2 CO2 emissions at mine-site all geographies, 2023 South America United States t CO2/t copper metal equivalent contained 18 16 14 12 10 Viscaria´s carbon 8 fo
Slide 7: Major suppliers originate from remote and less stable economies
• Viscaria CMD September 24, 2024 Mining for the future 1C Major suppliers originate from remote and less stable economies South America Scope 1 & 2 CO2 emissions at mine-site excluding Africa, China, Russia and other1, 2023 United States t CO2/t copper metal equivalent contained Other 15 10 5 0 0 1
Slide 8: Major suppliers originate from remote and less stable economies
• Viscaria CMD September 24, 2024 Mining for the future 1C Major suppliers originate from remote and less stable economies Scope 1 & 2 CO2 emissions at mine-site excluding Africa, China, South America, Central America, Russia and other1, 2023 United States Europe t CO2/t copper metal equivalent cont
Slide 9: Investment highlights
• Viscaria CMD September 24, 2024 Mining for the future Investment highlights Viscaria is ready to deliver low carbon copper for the European market for decades to come 1 Long-term tailwinds for Viscaria’s green copper 2 Political stability and strong socio-economic impact 3 Strong business rational
Slide 10: Sweden is a great place to be from a political stability standpoint
Viscaria CMD September 24, 2024 Mining for the future 2 Sweden is a great place to be from a political stability standpoint Source: Political Stability and Absence of Violence/Terrorism, The Worldwide Governance Indicators (WGI) project, The World Bank Group
Slide 11: Strong socioeconomic impact
Viscaria CMD September 24, 2024 Mining for the future 2 Strong socioeconomic impact Great socio-economical impact Kiruna Växer • A re-opening of Viscaria would create ~250 • Viscaria has been instrumental in the set-up of new jobs and 500-800 new citizens in Kiruna Växer, where we together with othe
Slide 12: Investment highlights
• Viscaria CMD September 24, 2024 Mining for the future Investment highlights Viscaria is ready to deliver low carbon copper for the European market for decades to come 1 Long-term tailwinds for Viscaria’s green copper 2 Political stability and strong socio-economic impact 3 Strong business rational
Slide 13: Strong business rationale – Location is key
Viscaria CMD September 24, 2024 Mining for the future 3 Strong business rationale – Location is key Viscaria 12.5 MT of ore at 2.3% Cu were mined between 1983 until 1997, to a maximum depth of 650m in the A- zone Kiirunavaara Around 1 billion tonnes iron ore produced since 1898. Today, over 700 MT o
Slide 14: Case in a nutshell
Viscaria CMD September 24, 2024 Mining for the future 3 Case in a nutshell Financing First production Stellar investor workstream within close base progressing reach well Healthy project Exceptional economics – exploration SEK 850m Net results profit
Slide 15: Investment highlights
• Viscaria CMD September 24, 2024 Mining for the future Investment highlights Viscaria is ready to deliver low carbon copper for the European market for decades to come 1 Long-term tailwinds for Viscaria’s green copper 2 Political stability and strong socio-economic impact 3 Strong business rational
Slide 16: Geology Highlights
Viscaria CMD September 24, 2024 Mining for the future 16 Geology Highlights Viscaria: grade, growth, multi-commodity potential Exceptional deep exploration results, proving extension of B and D zones down to 1,200m depth, at higher grades than average New zone of mineralisation (ABBA) discovered in
Slide 17: Next steps & exploration outlook
Viscaria CMD September 24, 2024 Mining for the future 26 Next steps & exploration outlook Further exploration drilling is necessary in order to quantify the scale of these initial exciting findings Key take-aways • Completion of the Feasibility Study by end 2024, accompanied by a new mineral resourc
Slide 18: Viscaria
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