Sky Metals Limited · ASX:SKY
Sky Metals — Investor Presentation (March 2025)
18 slides from Sky Metals's investor presentation, Mar 26, 2025
Slide 1: Tallebung: Dawn of an Australian Tin Project
°° SKY METALS TALLEBUNG:. <a DAWN OF AN AUSTRALIAN TIN PROJECT A LARGE-SCALE RESOURCE IDEALLY MATCHED WITHA™ = MODERN TECHNOLOGY ADVANTAGE.
Slide 2: 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 3: 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 resource companies. Past Chairman and Director of geologist and solicitor. Mr. Hill has a successful track record Shares on issue 710.7M listed companies
Slide 4: Fundamental structural demand growth for tin
For personal use only Fundamental structural demand growth – Triggering supply crunch after Increase in tin demand 30+ year under investment. Tin Price Tin is vital within EVs, Renewable Energy, AI and all electronics. New solar PV tech increases tin use – tin replacing lead and indium in cells Sour
Slide 5: Inelastic tin price and supply disruption
For personal use only • Inelastic tin price – strong demand underpinned by irreplaceable role in electronics, increasing demand with AI, EVs. • Over 5% of world tin production lost as Alphamin’s Bisie tin mine shuts in DRC. • Heavily disrupted Indonesian tin production decreased by 33% for 2024, pre
Slide 6: 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 7: 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. Increase
Slide 8: New shallow high-grade intercepts
For personal use only • New shallow, high-grade intercepts show potential for shallow, higher-grade tin outside of the existing MRE. • Three main shallow target areas for Resource growth: • Southern extensions where TBRC078 intercepted: 11m @ 1.02% Sn & 77.9g/t Ag from 64m. • Eastern extensions disc
Slide 9: Jan 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 10: Ore sorting ideally matched to deposit
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 11: Effective sorting of discrete tin chunks
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 12: 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 13: Trenching and bulk sampling for metallurgical testwork
For personal use only • 6 trenches completed with all intercepting tin mineralisation at surface. • 4 sites selected and bulk samples taken of 10-20 tonnes each for bulk metallurgical testwork. • Metallurgical testwork will include full-scale TOMRA Ore Sorting trial. Upgraded ore will be treated in
Slide 14: Upcoming drill out, MRE update and mining studies
For personal use only Large-scale, multi-rig drill out imminent to expand MRE, increase resource confidence and grow higher-grade discoveries with completion by early Q2 CY2025. Release updated MRE with addition of higher-grade discoveries, in-fill drilling and bulk sampling data. Incorporate new MR
Slide 15: Well-advanced environmental studies
WELL-ADVANCED ENVIRONMENTAL STUDIES For personal use only • Groundwater Monitoring Bores – Over 18 months of 2 years of required monitoring completed. • Geochemical Characterisation – Initial work within the deposit completed to characterise waste stream management, weathering only variable. Bore Ca
Slide 16: For personal use only
For personal use only ASX: SKY 16
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