Aurelia Metals Limited · ASX:AMI
Aurelia Metals — Shareholder Meeting (November 2022)
16 slides from Aurelia Metals's shareholder meeting presentation, Nov 22, 2022
Slide 1: 2022 Annual General Meeting: Interim Chief Executive Officer's Presentation
1 2022 ANNUAL GENERAL MEETING INTERIM CHIEF EXECUTIVE OFFICER’S PRESENTATION
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS ANNUAL GENERAL MEETING This presentation has been prepared by Aurelia Metals Limited (“AMI” or the By its very nature, production and exploration for gold and base metals is a high “Company”). It should not be considered as an offer or invitation to subscribe for risk busi
Slide 3: Sustainability Performance
3 ANNUAL GENERAL MEETING 22 NOVEMBER 2022 0 10 15 20 5 25 FY20 FY21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 (12-month moving average) May-22 Jun-22 Integrity I Certainty I Courage I Performance Jul-22 Aug-22 Group Total Recordable Injury Frequency Rate Sep-22 Oct-22 SUS
Slide 4: Group Operational Summary
4 GROUP OPERATIONAL SUMMARY ANNUAL GENERAL MEETING All in Sustaining Cost FY22 Consolidated Performance Key metric Units FY22 FY21 Gold oz 98.5 103.6 Copper - contained metal t 3.7 4.7 Lead - contained metal t 24.5 25.9 Zinc - contained metal t 30.7 25.1 All In Sustaining Cost A$/oz 1,710 1,337 FY23
Slide 5: FY22 Financial Results
5 FY22 FINANCIAL RESULTS ANNUAL GENERAL MEETING Significant reinvestment of operating cashflow EBITDA Net Cashflow from Revenue EBITDA (A$M) (A$M) Margin Operating Activities (%) (A$M) 439FY21: 416 166FY21: 154 38 FY21: 37 154FY21: 137 Statutory Underlying Basic Earnings Cash Balance Net Loss Net Lo
Slide 6: Interim CEO's Immediate Priorities
6 INTERIM CEO’S IMMEDIATE PRIORITIES ANNUAL GENERAL MEETING 1. Safety 2. Operational Delivery 22 NOVEMBER 2022 3. Federation Funding
Slide 7: Performance Improvement – Peak
7 PERFORMANCE IMPROVEMENT – PEAK ANNUAL GENERAL MEETING Direct control over mining activities is delivering greater certainty NEAR TERM OPTIMISATION STRATEGIES Q1 FY23 Results ✓ Transition to owner mining Comprehensive redevelopment of the ✓ Scaled to manage risk and deliver tonnes at lower cost Lif
Slide 8: Performance Improvement – Hera
8 PERFORMANCE IMPROVEMENT – HERA ANNUAL GENERAL MEETING The right tonnes delivered effectively NEAR TERM OPTIMISATION STRATEGIES Q1 FY23 Results ✓ Increase in mined tonnes in September from prior 3-month average ✓ Development rates lifted to 640m delivering three stoping areas Re-optimisation of the
Slide 9: Performance Improvement – Dargues
9 PERFORMANCE IMPROVEMENT – DARGUES ANNUAL GENERAL MEETING Reliable operational delivery and cash generation NEAR TERM OPTIMISATION STRATEGIES Q1 FY23 Results ✓ Mined ore steady at 92kt with processed ore tonnage 90kt ✓ Ongoing grade-control drilling and geological modelling driving predictability C
Slide 10: Federation Mine Project
10 FEDERATION MINE PROJECT ANNUAL GENERAL MEETING Progressing from discovery to production with pace Apr 19 – Federation discovery FY22 Intensive Infill Drilling Jun 22 – Mineral Resource and Oct 22 – Feasibility Study1 Program Ore Reserve Update5 NPV7% real A$186M - $415M ✓ Maiden Ore Reserve 2.2Mt
Slide 11: Federation Mine Project
11 FEDERATION MINE PROJECT ANNUAL GENERAL MEETING A compelling polymetallic mine investment ✓ Feasibility Study NPV of A$415m and 71% IRR based on spot prices 1 ✓ Based on the high-value polymetallic Resource (5Mt @ 9.2% Zn, 5.4% Pb, 0.3% Cu, 0.9g/t Au, 6g/t Ag) 2 ✓ Open at depth and along strike, w
Slide 12: Great Cobar to Follow Federation
12 GREAT COBAR TO FOLLOW FEDERATION ANNUAL GENERAL MEETING One of the highest grade undeveloped copper Resources in Australia 1 • Great Cobar Copper Mineral Resource has grown 45% since FY21 to: 7.7Mt @ 2.3% Cu, 0.7g/t Au 2 • Great Cobar remains open up-dip and at-depth with further upside potential
Slide 13: Aurelia Metals
13 AURELIA METALS ANNUAL GENERAL MEETING Building the bridge to an extremely bright, base metals led future Significant and fundamental improvement activity ongoing OPERATIONAL across our assets to maximise return and create a foundation DELIVERY for the delivery of a Federation and Great Cobar led
Slide 14: Appendix
14 APPENDIX AMI Annual General Meeting
Slide 15: Copper Developer Peer Comparison
15 COPPER DEVELOPER PEER COMPARISON1 ANNUAL GENERAL MEETING Contained Copper Company Ticker Project Resource (Mt) Grade (% Cu) Reference (Mt) AIC Mines A1M Eloise (A1M) 4.8 2.40% 0.12 https://stocknessmonster.com/announcements/a1m.asx-6A1116494/ Andromeda Metals ADN Moonta-Wallaroo (ADN) 66.1 0.17%
Slide 16: Contact
CONTACT T: +61 7 3180 5000 E: office@aureliametals.com.au Level 17, 144 Edward Street BRISBANE QLD 4000 GPO Box 7 BRISBANE QLD 4001 aureliametals.com.au