Sky Metals Limited · ASX:SKY
Sky Metals — Resources Rising Stars Summer Series Conferences 2024
18 slides from Sky Metals's conference presentation, Dec 2, 2024
Slide 1: Conference announcement cover note
Sky Metals (ASX: SKY) advises that Managing Director & CEO, Oliver Davies, will be presenting at the Resources Rising Stars Summer Series Conferences, which are being held in Sydney on Tuesday 3rd December and in Melbourne on Thursday 5th December. The presentations are being hosted at the following
Slide 2: Large-scale tin deposit matched with technology advantage
°° SKY METALS LARGE-SCALE TIN-DEPOSIT i MATCHED WITH TECHNOLOGY ADVANTAGE TO MEET GROWING GLOBAL DEMAND FOR TIN- ee ~ A VITAL TECHNOLOGY METAL =< =
Slide 3: Disclaimer
Disclaimer Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from those expressed or implied by such forward looking information, including risks associated with investments in private and publi
Slide 4: Capital Structure
For personal use only CAPITAL STRUCTURE 30+ years in the full-time management of natural 25+ years experience in the mineral resources sector as a geologist and solicitor. Mr. Hill has a successful track record Shares on issue 678.3M resource companies. Past Chairman and Director of Options & Perfor
Slide 5: Structural demand growth triggering tin supply crunch
For personal use only Fundamental structural demand growth – Triggering Increase in tin demand supply crunch after 30+ year under Tin Price investment. Tin is vital within EVs, Renewable Energy, AI and all electronics. Source: BNEF, Rho Motion, Macquarie Strategy – April 2024 ASX: SKY 4
Slide 6: Inelastic tin price driven by irreplaceable demand
For personal use only • Inelastic tin price – driven by irreplaceable demand in electronics sector, AI and global electrification. • Heavily disrupted Indonesian tin production – previously 20% of global supply. • Increased tin mining disruptions in Myanmar with ongoing internal conflict – previousl
Slide 7: Tallebung Tin Mine history and infrastructure
For personal use only • Tin discovered in the 1890s and mined into the mid-1980s. • Small shafts and open pits mined hardrock tin veins, culminating in large scale alluvial mining production in the 1960s-70s. • Infrastructure already in place from previous mining includes: - Powerlines to site. - Ex
Slide 8: New shallow high-grade tin intercepts
For personal use only • New shallow, high-grade intercepts in TBRC078 and TBRC090 show potential for shallow, higher-grade tin outside of the current MRE, results included: 11m @ 1.02% Sn, 77.9g/t Ag & 0.13% W from 64m 10m @ 0.69% Sn & 23.7g/t Ag from 23m • Southern extension drilling has intercepte
Slide 9: Low-cost mining and processing proposition
Tallebung Tin Mine – Drone Photo looking East down For personal use only the Central Lead Open Pit. • Low-Cost Mining Proposition – Shallow deposit at surface, very low strip ratio and deposit grows with every new drillhole. • Exceptional Upgrade – Ore sorting ideally suited to the deposit and incre
Slide 10: January 2024 MRE and Exploration Target
For personal use only • Jan 2024 MRE , Inferred and Indicated, totalling: 15.6 Mt @ 0.15% Tin for 23kt of contained Tin1. • Exploration Target estimated concurrently: 23 – 32 Mt @ 0.14 – 0.17% Tin1,2. • Tin mineralisation highly amenable to 5x upgrade using TOMRA Ore Sorting – 0.15% = +0.70% Tin. •
Slide 11: Tin matched to ore sorting technology
Cassiterite from Tallebung – For personal use only Scale in mm • Tallebung tin deposit is ideally matched to ore sorting technology. Dense tin – cassiterite “nuggets” detected by ore sorter and accepted • Conservative TOMRA Ore Sorting increases Host rock and quartz vein without tin grade +500% and
Slide 12: Ore sorting results: conservative and aggressive
For personal use only • Extremely effective sorting of Tallebung Tin is possible as Tin is present as large, discrete ‘chunks’, easily classified by the TOMRA XRT ore sorter. • Initial, conservative ore sorting aimed to accept all rocks with Tin shown in the scan – this gave an average of 5x upgrade
Slide 13: Shallow high-grade tin zone
For personal use only • Shallow, at surface high-grade tin zone identified for fast payback potential at commencement of mining. • Results within the high-grade zone include: TBD002: 60.2m @ 0.54% Tin from 12.8m. TBD003: 60.55m @ 0.36% Tin from 23m. Plan View Aerial Image of the Tallebung Project AS
Slide 14: Trenching and bulk sampling program
For personal use only • 9 trenches/costeans are planned to sample the entire area of the Tallebung mineralisation footprint. • 3-4 bulk samples of 10-20 tonnes each will be taken from selected trenches for bulk metallurgical testwork. • Metallurgical testwork will include bulk TOMRA Ore Sorting. Upg
Slide 15: Multi-rig drill out planned early 2025
For personal use only • Large-scale, multi-rig drill out planned for early 2025 to expand and increase resource confidence completed by early Q2 CY2025. • Release updated MRE on addition of new drilling results and bulk sampling data. • New MRE and metallurgical work will then be incorporated to rel
Slide 16: For personal use only
For personal use only ASX: SKY 15
Slide 17: For personal use only
For personal use only
Slide 18: Appendix 1: MRE and Exploration Target details
For personal use only Details on the MRE and Exploration Target for Tallebung can be found in SKY ASX Table 1 – Tallebung MRE showing total tonnage, grade and contained metals at a 0.08% Tin cut-off grade. NB: Announcement 23 January 2024, available at skymetals.com.au. WO3 refers to the Tungsten re
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