Elementos Limited · ASX:ELT

Elementos — Investor Presentation (July 2017)

18 slides from Elementos's investor presentation, Jul 20, 2017

  1. Slide 1: Elementos – Building a profitable, robust & sustainable tin mining company

    ELEMENTOS For personal use only (ASX:ELT) July 2017 Building a profitable, robust & sustainable Tin mining company “Renewable energy needs Tin.”

  2. Slide 2: Why Tin?

    Why Tin? For personal use only • Global demand driven by sustainabilty & renewable energy trends – batteries • Refined tin global consumption 345,700 tonnes pa • Low volume high value product • Existing production falling due to lower grades and exhausted resources • 40,000 tonnes per year productio

  3. Slide 3: The Company

    The Company For personal use only • Focused Tin exploration and development company • Owns 100% of the Cleveland Tin Project in Tasmania • Cleveland contains 54,840t of tin in defined resources • Defined development strategy - Cleveland Tin Project • Scheduled to commence in 2019 • Combined open cut

  4. Slide 4: Corporate Summary

    Corporate Summary For personal use only Capital Structure (July 2017) Shares on issue 949.3m Options on issue 20.3m Share price ASX (19 July 2017) A$0.006 Market Capitalisation (post rights) A$5.7m Cash (post placement 19 July 2017) th A$0.68m Top 20 Shareholders 63.4% Directors Retail 25% 33% Top 2

  5. Slide 5: Experienced Board and Management

    Experienced Board and Management For personal use only Andy Greig Non-executive Chairman - Mr. Greig has 35 years of experience in the mining and natural resource industry with Bechtel Group Inc., a global engineering, construction and project management company. Mr. Greig has held numerous position

  6. Slide 6: Development Pathway

    Development Pathway For personal use only • Exploration program targeting 1.2mt increase in open cut resources • Diamond drilling exploration program commences late July - numerous shallow exploration drilling targets • New drill targets defined by new ground magnetic survey, geological mapping and

  7. Slide 7: Cleveland Project Timeline

    Cleveland Project Timeline For personal use only Sep Qtr Dec Qtr Mar Qtr Jun Qtr Sep Qtr Dec Qtr Mar Qtr Jun Qtr Sep Qtr Dec Qtr 2017 2017 2018 2018 2018 2018 2019 2019 2019 2019 Drilling Resource Modelling Mining Studies Metallurgy - Pilot Testing Process Plant Design Tailings Storage Design & Engi

  8. Slide 8: Global Tin Market – In Deficit

    Global Tin Market – In Deficit Pressure building in the tin market: For personal use only • Sustained global supply deficit • Stocks near historic lows • Stocks predicted to fall below 2 weeks supply/consumption ratio • 40,000 tonnes pa shortfall in global tin production forecast by 2020 • Tin price

  9. Slide 9: Global Tin Market - Uses

    For personal use only Global Tin Market - Uses Modern tin uses

  10. Slide 10: Exciting Future – Energy Storage

    Exciting Future – Energy Storage For personal use only • One in ten vehicles expected to be operating on 48v systems by 2025 • 48v vehicles use four times as much tin as conventional vehicles • Small hybrid vehicle production forecast to be 50% of all vehicle production by 2020 • Lead acid and Lithi

  11. Slide 11: Investment Opportunity

    Investment Opportunity For personal use only • Global tin market robust driven by sustainable & renewable energy demand. • Global supply shortfall of 40,000 – 50,000tpa predicted by 2020. (ITRI May 2017) . • Tin price is predicted to rise to >US$25,000/t by 2020 • Elementos owns 100% of the Clevelan

  12. Slide 12: Capital Raising

    Capital Raising For personal use only • Placement completed. 100,000,000 new shares to be issued at $0.006 per share to sophisticated investors raising a total of $600,000 before costs, including the issue of 100,000,000 attaching options having an exercise price of $0.006 and an expiry date of 30 J

  13. Slide 13: Use of Funds

    Use of Funds For personal use only The Directors anticipate that the Company will have gross proceeds of approximately $1,851,720 at the completion of the Rights issue. The gross proceeds will be allocated in the following manner: • Exploration diamond drilling programme (minimum of 3,500m) targetin

  14. Slide 14: Rights Issue Indicative Timetable

    Rights Issue Indicative Timetable For personal use only

  15. Slide 15: Cleveland – Location

    Cleveland – Location • Located 80km southwest of Burnie in the For personal use only mineral rich northwest region of Tasmania, Australia • Cleveland consists of stratiform semi-massive sulphide replacement ore lenses within a carbonaceous sedimentary package, and a • Quartz porphyry hosted tungsten

  16. Slide 16: Cleveland – History

    Cleveland – History For personal use only • Operated as an underground mine from 1908 – 1917 and more recently by Aberfoyle Resources from 1968 – 1986 • Total ore mined - 5.65mt @ 0.68% Sn & 0.28% Cu, producing 23,519t of Sn and 9,691t of Cu • Mine closed in 1986 due to tin price collapse with JORC

  17. Slide 17: Cleveland Resource

    Cleveland Resource Open Pit Tin-Copper Mineral Resource (at 0.35% Sn cut-off) For personal use only NOTE: this Open Pit Tin-Copper Mineral Resource is a sub-set of the Total Tin-Copper Mineral Resource noted below Category Tonnage Sn Grade Contained Sn Cu Grade Contained Cu Indicated 0.80 Mt 0.81% 6

  18. Slide 18: Cautionary Statements

    CAUTIONARY STATEMENTS Forward-looking statements This document may contain certain forward-looking statements. Such statements are only predictions, based on certain assumptions and For personal use only involve known and unknown risks, uncertainties and other factors, many of which are beyond the c

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