Impact Minerals Limited · ASX:IPT
Impact Minerals — ASX Gems Conference (March 2024)
22 slides from Impact Minerals's conference presentation, Mar 22, 2024
Slide 1: Impact Minerals Limited: Cost-disruptive High Purity Alumina
For personal use only Impact Minerals Limited Cost-disruptive High Purity Alumina
Slide 2: Disclaimer
DISCLAIMER This presentation contains forward looking statements that are subject to risk factors associated with resource For personal use only businesses. While all due care has been taken in preparing the report, projections may be affected by a variety of variables and changes in underlying assu
Slide 3: What lies beneath Lake Hope? A Transformational Acquisition
What lies beneath Lake Hope? For personal use only A Transformational Acquisition ASX Release 21st March 2023
Slide 4: Scoping Study
SCOPING STUDY For personal use only ASX Release 9th November 2023
Slide 5: Will we be the lowest cost producer?
Will we be the lowest cost producer? For personal use only ASX Release 9th November 2023
Slide 6: What is High Purity Alumina?
What is High Purity Alumina? For personal use only • Alumina (aluminium oxide – Al2O3) with a purity of >99.99% or “4N” • 3N = 99.9%, 5N = 99.999% • Listed on the Australian Critical Minerals List.
Slide 7: What is HPA used for?
What is HPA used for? • Coatings & Separators in Lithium-ion batteries • LED and MicroLED For personal use only
Slide 8: Forecast Supply and Demand for HPA
Forecast Supply and Demand for HPA For personal use only Forecast Supply Deficit of HPA in 2026 Kindly Provided by Alpha HPA Limited
Slide 9: What is High Purity Alumina (99.99% Al2O3) worth?
What is High Purity Alumina (99.99% Al2O3) worth? For personal use only Purity Grade Specification Price Range per Application tonne Smelter Grade 99.5% US$4,000 Precursor chemical, abrasives • A High-Margin and 3N HPA 99.9%-99.98% US$5,000- Sapphire, High Demand US$15,000 abrasives, Business cataly
Slide 10: Lake Hope: A multi-decade HPA mine
Lake Hope: A multi-decade HPA mine 880,000 Tonnes of Al2O3 (Alumina). For personal use only Benchmark production of 10,000 tonnes per annum = >50 year mine life ASX Release 19th June 2023
Slide 11: Project Location: Western Australia
Project Location For personal use only Western Australia A Tier One Jurisdiction
Slide 12: Lake Hope: a unique deposit
Lake Hope: a unique deposit For personal use only West Lake East Lake 1 km
Slide 13: The Perfect Orebody?
The Perfect Orebody? For personal use only Micron to nanometre sized particles!
Slide 14: 10-15 Year starter pit
10-15 Year ”starter pit” For personal use only ASX Releases 21st March 2023 and 8th November 2023
Slide 15: Very low cost mining
Very low cost mining Less than 5% of Opex For personal use only
Slide 16: First Nations: Heritage Clearance Granted
First Nations: Heritage Clearance Granted For personal use only The Ngadju The Ngadju community is an immensely proud First Nations people who continue to develop the Ngadju membership. We want all Ngadju people to experience improvements in physical and spiritual health and to assist with teaching
Slide 17: Disruptive Processes to produce 99.99% HPA
Disruptive Processes to produce 99.99% HPA For personal use only • Fine grained minerals give unexpected reaction kinetics. • Cheap reagents. • Sulphate Process and LTL Process. • High recoveries up to 86% • Saleable waste-products. • Optimisation during Pre-Feasibility Study. ASX Releases 21st Marc
Slide 18: Four Pillars of the PFS
Four Pillars of the PFS For personal use only Approvals Metallurgical Process Product Test Work Plant Marketing
Slide 19: The Alpha HPA Journey (ASX:A4N)
The Alpha HPA Journey (ASX:A4N) For personal use only $1 B! $10 M
Slide 20: About Impact Minerals
About Impact Minerals (ASX:IPT) Capital Structure Shareholders For personal use only Board of Directors and Management Non-Executive Chairman: Peter Unsworth Listed on ASX November 2006 Bunnenberg Family 15.7% Managing Director: Dr Mike Jones Shares on Issue 2,864 million ABC Beteiligungen 7.7% Non-
Slide 21: Forward Plan
Forward Plan For personal use only 2023 2024 2025 2026 Maiden Resource Completion of PFS Pilot Plant production 1000 tpa Demo Plant Scoping Study and PFS start Qualification Samples Complete DFS Offtake Agreements Environmental Baseline studies Start 10 tpa Pilot Plant Mining Lease Granted? Financin
Slide 22: Come with us on the journey
COME WITH US ON THE JOURNEY • We aim to be one of the lowest-cost For personal use only producers of HPA globally. • We have a unique deposit in a Tier 1 Jurisdiction. • We have a cost-disruptive metallurgical process now in PFS. • We will build out our capabilities in metallurgy and final product s