Andromeda Metals Limited · ASX:ADN
Andromeda Metals — Brisbane Minerals and Metals Conference 2022
20 slides from Andromeda Metals's conference presentation, Mar 23, 2022
Slide 1: Brisbane Minerals and Metals Conference
For personal use only Brisbane Minerals and Metals Conference James Marsh Managing Director & CEO 23 March 2022 ASX:ADN An emerging industrial minerals producer andromet.com.au with numerous potential value chains
Slide 2: Disclaimer and compliance statement
For personal use only Disclaimer and compliance statement This Presentation has been prepared by Andromeda Metals Limited (ACN 061 503 375) (Andromeda or Company). By accessing this Presentation you acknowledge that you have read and understood the following statement. The information contained in t
Slide 3: No investment advice and investment risk
For personal use only No investment advice and investment risk The information contained in this Presentation does not constitute investment or financial product advice (nor taxation or legal advice) and is not intended to be used as the basis for making an investment decision or as a recommendation
Slide 4: Company story
Company story ASX:ADN| andromet.com.au For personal use only World-class asset in Tier One mining jurisdiction – South Australia Experienced exploration, Combined kaolin Definitive Feasibility Study Great White Kaolin Project Progressing toward development & marketing resources over 100Mt and base c
Slide 5: Corporate overview
Corporate overview ASX:ADN| andromet.com.au For personal use only Share Price Performance and Volume History Capital Structure Market Cap $611M Shares on issue 3,055,402,798 Cash (as at Dec 2021) $42.8M Debt Zero 5
Slide 6: For personal use only
ASX:AND| andromet.com.au For personal use only 6
Slide 7: Our Leaders
ASX:ADN| andromet.com.au For personal use only Our Leaders Melissa Holzberger James Marsh Joe Ranford Acting Chair Managing Director Operations Director Non-Executive Director Chair, Audit & Risk Committee Andrew Shearer Tim Anderson Michael Zannes Andrew Betti Non-Executive Director Chief Commercia
Slide 8: Ready to deliver in 2022
Ready to deliver in 2022 ASX:ADN| andromet.com.au For personal use only Andromeda Primed for the Next Stage A bright future built on the bright white halloysite-kaolin industrial minerals business A clear strategy for growth through innovation and technology The acquisition of our JV partner Minotau
Slide 9: Acquisition of Minotaur Complete
Acquisition of Minotaur Complete Key Benefits for Andromeda ASX:ADN| andromet.com.au For personal use only Successful combination creating a leading Australian industrial minerals and technology company • Accretive Transaction – Increased Andromeda shareholders’ effective equity interest in Great Wh
Slide 10: Andromeda's core assets
Andromeda’s core assets ASX:ADN| andromet.com.au For personal use only Kaolin and Halloysite-Kaolin Great White 100% Mount Hope 100% All in South Eyre Kaolin JV Australia >100Mt of JORC Resources1,2,3,4 Legacy Project Assets • Alford Copper JV - SA • Eyre Peninsula Gold/REE JV - SA • Drummond Gold P
Slide 11: Great White Kaolin Project
Great White Kaolin Project Primary project focus – Halloysite-Kaolin ASX:ADN| andromet.com.au For personal use only Primary Project Focus – Halloysite-Kaolin • 100% owned world-class asset in Tier One mining jurisdiction • Targeting first production in 2022 • Legally Binding Offtakes underpinning th
Slide 12: Tiger Resource added at Great White
Tiger Resource added at Great White Rare Earth Elements at Bronze Whaler ASX:ADN| andromet.com.au For personal use only Tiger Kaolin Mineral Resource* PSD Kaolinite + Classification Mt <45µm Halloysite % Inferred 12.1 59.9 56.7 Tiger Kaolin Mineral Resource <45µm Kaolinite + Classification Mt ISO B
Slide 13: Definitive Feasibility Study Product Considerations
Definitive Feasibility Study Product Considerations ASX:ADN| andromet.com.au For personal use only Binding offtake agreements for two World-Class products underwrite the DFS base case 1. Ceramic Product (Great White CRM™) • Binding Offtake signed for 5,000t/pa with Japanese customer @ A$700/t 2. Coa
Slide 14: New concrete/construction materials application
New concrete/construction materials application Halloysite rheology modifier (HRM™) in construction products ASX:ADN| andromet.com.au For personal use only Potential Benefits • Carbon footprint reductions • Cost reductions • Performance improvements • Handling improvements • Safety improvements Prog
Slide 15: Halloysite & Nanotechnology
Halloysite & Nanotechnology ASX:ADN| andromet.com.au For personal use only • Most researched clay mineral in the world • Use only constrained by supply shortage • Natural Nanotech is spending >$1M/pa on R&D leading to commercialisation Carbon Dioxide Removal of Batteries & Super- Water Purification
Slide 16: Pilot Plant to Demonstrate Carbon Capture & Conversion Commerciality
Pilot Plant to Demonstrate Carbon Capture & Conversion Commerciality ASX:ADN| andromet.com.au For personal use only Bulk production facility has been established at the Newcastle Institute for Energy and Resources Large-scale CO2 capture demonstration plant in transit to Newcastle, NSW Demonstration
Slide 17: High purity alumina project
High purity alumina project ASX:ADN| andromet.com.au For personal use only • High Purity Alumina (HPA) is recognised as a critical battery mineral • Global HPA market was valued at $1.3 billion in 2019 and is expected to be $4.8 billion by 2026 • Compound annual growth rate of 20.7% • Current prices
Slide 18: Pathway to Production in 2022 and Beyond
Pathway to Production in 2022 and Beyond ASX:ADN| andromet.com.au For personal use only Targeting First Commercial Products to Market by late 2022 • Release Definitive Feasibility Study • Complete Bankable Feasibility Study • Secure debt funding • Environmental sign-off for Mining Approval • Operati
Slide 19: Thank you
Thank you For personal use only James Marsh Managing Director & CEO james.marsh@andromet.com.au ASX:ADN andromet.com.au
Slide 20: JORC Resource Reference Tables
JORC Resource Reference Tables 1 Measured Resource Indicated Resource Inferred Resource Total Resources Tonnes PSD Kaolinite Halloysite Tonnes PSD Kaolinite Halloysite Tonnes PSD Kaolinite Halloysite Tonnes PSD Kaolinite Halloysite (Mt) <45µm (%) (%) (Mt) <45µm (%) (%) (Mt) <45µm (%) (%) (Mt) <45µm
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