Sky Metals Limited · ASX:SKY
Sky Metals — Investor Presentation (May 2024)
16 slides from Sky Metals's investor presentation, May 9, 2024
Slide 1: Developing a Large Tin Project in NSW
For personal use only DEVELOPING A LARGE TIN PROJECT IN NSW TO MEET GROWING GLOBAL DEMAND FOR TIN – A VITAL TECHNOLOGY METAL MAY 2024
Slide 2: Disclaimer - Important Information
ASX: SKY DISCLAI ME R - IMPORTANT INFORMATI ON 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 a
Slide 3: SKY's Team: Experienced and Proven Management
ASX: SKY SKY’S T E AM EXPERIENCED AND PROVEN MANAGEMENT For personal use only NORMAN SECKOLD | Chairman RICHARD HILL | Non-Executive Director CAPITAL STRUCTURE 30+ years in the full-time management of natural resource 25+ years experience in the mineral resources sector as a Shares on issue 567.9M c
Slide 4: Tin Market: Vital Technology Metal
ASX: SKY TIN MARKE T TIN : VITAL TECHNOLOGY METAL Fundamental structural demand growth – Triggering supply crunch after For personal use only 30+ year under investment. Tin is vital within EVs, Renewable Energy and all electronics. Increase in tin demand (kt/year) Tin Price (USD/t) Source: BNEF, Rho
Slide 5: Tin: The Forgotten Electrification Metal - Global Supply Disruptions
ASX: SKY TIN MARKET TIN: THE FORGOTTEN ELECTRIFICATION METAL For personal use only – GLOBAL SUPPLY DISRUPTIONS – Inelastic tin price – driven by irreplaceable demand in electronics sector and global electrification. – Pending Indonesia 2024 export ban – 2nd largest supplier and 20% of global tin sup
Slide 6: Bung Tin Project: Major Historic Tin Operation
ASX: SKY TALLEBUNG TIN PROJECT MAJOR HISTORIC TIN OPERATION 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 pla
Slide 7: Tallebung Tin Project
ASX: SKY TALLEBUNG TIN PROJECT TALLEBUNG TIN PROJECT For personal use only Low-Cost Mining – Shallow deposit at surface, very low strip ratio and deposit grows with every new drillhole. Exceptional Ore Sorting – Ideally suited to the deposit and increases grade >5x and removes 80% of mined mass as w
Slide 8: Large Historic Open Pit Alluvial Mining Operation
ASX: SKY TALLE B UN G TIN PROJECT LARGE HISTORIC OPEN PIT ALLUVIAL MINING OPERATION For personal use only Tallebung Tin Mining Field – Drone Photo looking North. 8
Slide 9: Large Hardrock Tin Resource
ASX: SKY TALLEBUNG TIN PROJECT LARGE HARDROCK TIN RESOURCE For personal use only • Updated Jan 2024 MRE, totals: 15.6 Mt @ 0.15% Tin for 23kt of contained Tin. • New Exploration Target estimate: 23 – 32 Mt @ 0.14 – 0.17% Tin • Tin mineralisation highly amenable to 5x upgrade using TOMRA Ore Sorting
Slide 10: TOMRA – Game Changer
ASX: SKY TALLE B UN G TIN PROJECT Cassiterite Ore from Tallebung – Scale in mm TOMRA – GAME CHANGER For personal use only Black Tin – cassiterite “nuggets” detected by ore sorter and accepted Host rock and quartz vein without tin are rejected by ore sorter • Tallebung tin deposit is an ideal deposit
Slide 11: TOMRA – Game Changer
ASX: SKY TALLE B UN G TIN PROJECT TOMRA – GAME CHANGER For personal use only 11 Video Courtesy of Carlos Crowley Vazquez, BOEq and TOMRA Ore Sorting Solutions
Slide 12: TOMRA – Global Business
ASX: SKY TALLE B UN G TIN PROJECT TOMRA – GLOBAL BUSINESS For personal use only • TOMRA has installed 232 ore sorters globally into mining. • Renison Tin Mine, Australia’s largest operating tin mine, uses TOMRA Ore Sorters. • TOMRA Ore Sorters commissioned 6 years ago in 2018. Operate 24/7, year-rou
Slide 13: Shallow, High-Grade Start Up
ASX: SKY TALLE B UN G TIN PROJECT SHALLOW, HIGH-GRADE START UP 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% T
Slide 14: Large Tin System Expanding
ASX: SKY TALLE B UN G TIN PROJECT LARGE TIN SYSTEM EXPANDING For personal use only • Resource expansion drilling program has commenced. • Multiple areas show strong tin beyond the already large 23-32Mt Exploration Target. • Rock chips average over 2.10% in an untested historic working almost double
Slide 15: Low-Risk Pathway Set to Add Value Quickly
ASX: SKY TALLE B UN G TIN PROJECT LOW-RISK PATHWAY SET TO ADD VALUE QUICKLY For personal use only Drilling underway to convert 23- 32Mt Exploration Target to build the MRE into a ‘critical mass’ MRE growth to ‘critical mass’ is the final remaining step before releasing mining studies Mining environm
Slide 16: Building Australia's Future Tin Production
For personal use only BUILDING AUSTRALIA’S FUTURE TIN PRODUCTION