Australian Strategic Materials Ltd · ASX:ASM
Australian Strategic Materials — Investor Presentation (May 2022)
15 slides from Australian Strategic Materials's investor presentation, May 2022
Slide 1: Providing an alternative, reliable, global supply of Critical Metals
Providing an alternative, reliable, global supply of Critical Metals May 2022
Slide 2: Disclaimer
Disclaimer This presentation contains certain forward-looking statements Competent Person and forecasts, including possible or assumed reserves and resources, The information in this document that relates to the Ore Reserves and production levels and rates, costs, prices, future performance or poten
Slide 3: ASM: De-risking the Global Supply Chain
ASM: De-risking the Global Supply Chain Global Bottleneck Upstream Midstream Downstream End Use Mining & Extraction Separation & Refining Metallisation & Alloying Magnetisation & Forming 7% 1% 1% 1% 3% Global supply chain: 12% 1% 7% 1% 7% 11% 7% Concentrated China China China China 17% Lacks transpa
Slide 4: Our Vision
Our Vision An alternative, secure and environmentally responsible supply of critical metals to the world Dubbo Source High Purity Metal Product Dubbo oxides 3rd Party oxides • Zirconium • Titanium metal, powder, • Rare earths alloy • Niobium • Permanent magnet alloy • Hafnium • Dysprosium A global,
Slide 5: Delivering a Vertically Integrated Solution
Delivering a Vertically Integrated Solution Dubbo Project Metallisation Business High Tech Manufacturing • Polymetallic resource - light and • High purity metals and alloys • Diversified critical metals heavy rare earths, zirconium, • Patented “green” metallisation • Permanent magnet alloys niobium
Slide 6: Korean Metals Plant
Korean Metals Plant Pilot Plant High Purity Metals Produced Metals Plant 99.3% Praseodymium 5.3kg • Low capital, small footprint and readily scalable 99.53% Dysprosium 7.5kg 99.65% • Located in Ochang Foreign Investment Zone, 115km south of Seoul NdPr 9kg >98% (Hf ~1%) • Will produce metal, alloy an
Slide 7: Korean Metals Plant: Production and Financials
Korean Metals Plant Production and Financials • Korean Metals Plant updated production and financials1: • Phase 1 2,200tpa installation and commissioning through Q2 2022 with optimisation and ramp-up over second half 2022 • Phase 2 5,200tpa installation anticipated mid 2023, with ramp up by end 2023
Slide 8: Korean Financing Update
Korean Financing Update Original Korean Consortium Agreement • USD 250 million equity investment for 20% of the Dubbo Project • 2,800 tpa NdFeB 10 Year Offtake • Exclusive Agreement Revised Korean Consortium Framework Agreement Potential investments include post completion of the Engineering, Procur
Slide 9: Overview of Revised Framework Agreement
Overview of Revised Framework Agreement Investment Structure Comments Today Potential KCF Investment Shareholders • KCF has invested US$15m in ASM Limited at A$8.90 per share US$15m at US$105m $8.90/share ASM Ltd Equity investment • Potential for a further US$105m future investment as milestones are
Slide 10: Dubbo: Long Life Project - Strong Financials
Dubbo: Long Life Project - Strong Financials Hafnium Project 4% Niobium • 400km northwest of Sydney and 25km from Dubbo 19% • Proven flowsheet with Australian Nuclear Science & Technology Organisation Rare Earth Oxides • Construction ready - major permits received, water license and land owned 44% S
Slide 11: ESG: Responsible Stewardship
ESG: Responsible Stewardship Targeting operational net-zero Supporting community Strong, credentialed leadership • Reduce emissions - • Solid history of successful engagement • Led by a diverse and experienced o Refurbish railway with local, regional, state and federal Board and leadership team o Ch
Slide 12: Australian Strategic Materials
Australian Strategic Materials Secure, stable and sustainable critical metals to the world © 2022 ASM Ltd
Slide 13: David Woodall
David Woodall Managing Director Australian Strategic Materials P: +61 8 9200 1681 E: dwoodall@asm-au.com asm-au.com © 2022 ASM Ltd
Slide 14: Dubbo Project Resources & Reserves
Dubbo Project Resources & Reserves Dubbo Project – Mineral Resources Tonnes ZrO2 HfO2 Nb2O5 Ta2O5 Y2O3 TREO* Resource Category (Mt) (%) (%) (%) (%) (%) (%) Measured 42.81 1.89 0.04 0.45 0.03 0.14 0.74 Inferred 32.37 1.90 0.04 0.44 0.03 0.14 0.74 Total 75.18 1.89 0.04 0.44 0.03 0.14 0.74 *TREO% is th
Slide 15: Corporate Profile
Corporate Profile Share Price and Volume (6 Months) 15.00 5.0 Capital Structure 4.5 12.50 Ordinary Shares (m) 139.5 Daily Volume Traded (m shares) 4.0 3.5 Closing Share Price (A$/sh) Share Price (14 April 22) A$7.34 10.00 3.0 Market Capitalisation A$1.02B 7.50 2.5 52 week low/high A$4.08/A$14.15 2.0
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