Australasian Metals Limited · ASX:A8G
Australasian Metals — Investor Presentation (September 2024)
18 slides from Australasian Metals's investor presentation, Sep 3, 2024
Slide 1: Australasian Metals focusing on transformational exploration
For personal use only Australasian Metals focusing on transformational exploration DR QINGTAO ZENG MANAGING DIRECTOR ASX:A8G • AUSTRALASIANGOLD.COM
Slide 2: Disclaimer
IMPORTANT INFORMATION Disclaimer NATURE OF THIS DOCUMENT DISCLAIMER This presentation, and any oral information accompanying it, has been prepared by Australasian Metals Limited ACN 625 744 The Company makes no representation or warranty, express or implied, that the material contained in this prese
Slide 3: Board & Management: Experienced Team
BOARD & MANAGEMENT Experienced Team Mr Rory McGoldrick Non-Executive Chairman For personal use only Rory McGoldrick is a lawyer with over 15 years’ experience working on a range of corporate transactions as a lawyer, project manager and director. Since 2010, Rory has assisted with the early stage de
Slide 4: Our Vision: Clear Focus
OUR VISION Clear Focus Our vision is to be the leading Australian supplier of high-purity quartz, a critical component of a low carbon, green economy For personal use only Australian projects Dingo Hole High Large land Walk on Partnership only-Low risk, Pure Silica package with targets, with CSIRO s
Slide 5: HPQ: High Value, High-Tech Applications
MARKET & APPLICATION HPQ: High Value, High-Tech Applications Quartz Glass Semiconductors Optics, fibre optics, lamp, HPQ is an essential material for For personal use only semiconductor manufacturing, manufacturing equipment and liquid crystal manufacturing consumables including crucibles Solar Elec
Slide 6: HPQ: Market Dynamics
MARKET & APPLICATION HPQ: Market Dynamics Size of HPQ market and projected growth Limited new supply for high quality material For personal use only 2019 US $703.6m 2034 US $1.95bn Demand Drivers HPQ: Increasing sales of consumer electronics, adoption of digital transformation initiatives and the ri
Slide 7: End Markets By The Numbers
MARKET & APPLICATION End Markets By The Numbers Australia 82% China 50% For personal use only Renewable power Global Supply of silica target by 2030 consumed by China, (~40% now) driven by industrialisation A$1bn US$428m State-backed fund China is leading importer of HPQ to expand solar market value
Slide 8: Global Investment in HPQ Industry
MARKET & APPLICATION Global Investment in HPQ Industry Installed capacity of solar power generation in Indian Government set up target of 500GW of installed renewable China increased by 55.2% to ~610 GW within a year energy by 2030, including installation of 280GW solar power For personal use only (
Slide 9: Market Snapshot
MARKET & APPLICATION Market Snapshot Processability QUARTZ ORE – CIF CHINA Hyper HPQ Pricing from Shanghai Metals Market, 16 April 2024 Dingo Hole Quartz naturally has extremely low Al, Ti and Li, which presents a unique processability to high end application For personal use only Price USD >$4,000/
Slide 10: High Pure Quartz is direct feed to silicon metals
OUR PRODUCT High Pure Quartz is direct feed to silicon metals Silicon metal products that are vital to the production of electric vehicles, computer chips and photovoltaic solar cells For personal use only Silicon metal is an essential building block in the transition to a low-carbon, green economy.
Slide 11: Dingo Hole Project: High purity silica project
DINGO HOLE PROJECT High purity silica project Dingo Hole, NT Located in the Georgina Basin, Northern Territory Significant outcropping silica mineralisation across For personal use only the project area with good road access, being ~280km northeast of Alice Springs. Preliminary study shows the purit
Slide 12: Historical sampling showing extremely low impurities, Al, Ti & Li
DINGO HOLE PROJECT Historical sampling showing extremely low impurities, Al, Ti & Li For personal use only Significant outcropping silica over an area ~1 km2 Low levels of deleterious elements Al, Ti, and Li confirmed by historical sampling with over 30 surface samples containing greater than 99.94%
Slide 13: Historical sampling showing extremely low impurities (Ti & Li)
DINGO HOLE PROJECT Historical sampling showing extremely low impurities (Ti & Li) For personal use only Early work indicates Dingo Hole silica may be a good fit for LCD/LED/OLED glass substrate applications ASX:A8G • AUSTRALASIANGOLD.COM 13
Slide 14: Dingo Hole Exploration
Dingo Hole High Pure Quartz Project Dingo Hole Exploration Digital Terrain Model produced from drone survey clearly highlights areas for resource delineation at the Dingo Hole highly pure quartz project For personal use only Initial fieldwork completed and 20 samples taken to determine purity SRK Co
Slide 15: Dingo Hole – Further Exploration
DINGO HOLE PROJECT Dingo Hole – Further Exploration Further surface sampling Conduct further surface sampling and perform full 57-element assays to better control For personal use only the surface geochemical composition and identify areas of HPQ, as well as improving knowledge of the quality of HPQ
Slide 16: Next Steps: Plan forward
NEXT STEPS Plan forward Dingo Hole HPQ project focused For personal use only Exploration targeting range study convert into resource Sample testing with existing facilities and collect feedbacks Research & Development focused on downstream processing in Australia to produce 5N5 product (99.9995% SiO
Slide 17: Why Invest: Takeaway Messages
WHY INVEST Takeaway Messages For personal use only Gold & Bauxite/Titanium JORC Best candidate for We know potential Tight capital structure only ~52 resources underpin foundation producing high purity offtake partners in M shares on issue. Top 20 own of the Company with ~A$3.1 M silica product with
Slide 18: For more information please contact
FOR MORE INFORMATION PLEASE CONTACT DR QINGTAO ZENG MANAGING DIRECTOR qingtao.zeng@australasiangold.com 34 Unit, 123 B Colin Street, West Perth For personal use only ASX:A8G • AUSTRALASIANGOLD.COM
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