Altius Minerals Corporation · TSX:ALS
Altius Minerals — Shareholder Meeting (May 2023)
11 slides from Altius Minerals's shareholder meeting presentation, May 2023
Slide 1: Growth Signals as Altius Begins its Second Quarter Century
TSX: ALS | OTCQX: ATUSF Annual General Meeting May 2023 Growth Signals as Altius Begins its Second Quarter Century Coal to Renewable Power | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward Looking Statements
Forward Looking Statements This document includes certain statements that constitute “forward- Forward-looking statements speak only as of the date those statements looking statements” and “forward-looking information” within the are made. Except as required by applicable law, Altius does not assume
Slide 3: Sustainability Based Growth Pillars
Sustainability Based Growth Pillars Enabling Change And Building Strong Shareholder Value Long-Life Royalty Thematic FocusExposures Areas Potash Electrification Renewable High-Purity Fertilizer Metals Energy Iron Ore Food EV Adoption Decarbonization Green Steel Sustainability and Power Grid of Power
Slide 4: Enabling Change... Our Potash Fertilizer Nourishes the World
Enabling Change... Our Potash Fertilizer Nourishes the World Global change in food yield and land use 250% Crop Yield 200% Population 150% 100% Potash 50% Fertilizer Farm land - 1961 1970 1979 1988 1997 2006 2015 Source: Our World in Data based on World Bank; Food and Agriculture Organization of the
Slide 5: Enabling Change... Energy Transitions
Enabling Change... Energy Transitions - Your Company Makes a Difference Life –Cycle CO2 Emissions (EU Example) Fossil Fuel to Electric Vehicle Transition Electrification Metals Coal to Renewables Transition Renewable Energy Steel Transition – Coal Fading Out High-Purity Iron Ore TSX: ALS | OTCQX: AT
Slide 6: ...While Delivering Strong Investment Returns
...While Delivering Strong Investment Returns Sustainability Does Not Compromise Your Business – It Drives It Quarterly Royalty Revenue (C$ millions) Dividend Per Share ($C) $30M $25M $20M $15M $0.29 $0.24 $10M $0.20 $0.19 $0.16 $0.12 $0.13 $5M $0.08 2014 2015 2019 2016 2020 2021 2022 2017 2018 2016
Slide 7: Potash – Long Term Growth Story Continues
Sustainability Based Growth Pillars Potash – Long Term Growth Story Continues Global Potash Market Growth Upon Growth - First 10 Years of Altius Ownership • Global potash requirement increased Ukraine War by 15Mt to 70Mt (+30%) • Limits Supply Royalty mines increased global market share from 17% to
Slide 8: Base and Battery Metals – New Mines, Expanding Mines and Exciting Discoveries
Sustainability Based Growth Pillars $8.00 Base and Battery Metals – New Mines, Expanding Mines and Exciting Discoveries Across Portfolio $7.00 $6.00 $5.00 $4.00 $3.00 Electrification $2.00 Copper Price Metals $1.00 Copper Lithium $0.00 2000 2003 2006 2009 2012 2015 2018 2021 2024 202 Unprecedented D
Slide 9: Renewable Energy – Portfolio Scaling Up Faster Than Expected
Sustainability Based Growth Pillars - Altius Renewable Royalties1 Renewable Energy – Portfolio Scaling Up Faster Than Expected Recent Portfolio Growth Highlights and Potential Catalysts • Royalty investments of more than US$ 300 million completed since formation in 2019 • 2.4 GW of current operating
Slide 10: High Grade Iron - Clean Steel Transition
Sustainability Based Growth Pillars High Grade Iron - Clean Steel Transition Recent Highlights and Potential Catalysts • IOC (Rio Tinto controlled) major capital investment program underway to increase production of high purity products by 20-25% • Champion indicates Kami is metallurgically capable
Slide 11: Project Generation Business Continues To Deliver LT Value
Project Generation Business Continues To Deliver LT Value Royalty on a Major New Gold Discovery in Nevada Recent Highlights and Potential Catalysts • Altius maintains a project generation (PG) business that creates and invests in exploration projects in exchange for royalties • This business has a b