Alamos Gold Inc. · TSX:AGI
Alamos Gold — Investor Presentation (August 2022)
10 slides from Alamos Gold's investor presentation, August 2022
Slide 1: Corporate Presentation August 2022
Corporate Presentation August 2022
Slide 2: Cautionary notes
Cautionary notes This presentation, the information contained herein, any other materials provided in connection with this presentation and any oral remarks accompanying this presentation (collectively, the “Presentation”), has been prepared by Alamos Gold Inc. (“Alamos” or the “Company”) solely for
Slide 3: Growing, diversified, intermediate gold producer
Growing, diversified, intermediate gold producer 13 year average mine life supported by 10.3M oz Mineral Reserve base4 Fully funded ~460k oz ~800k oz organic growth 2022E gold production1 Longer-term production potential Lynn Lake, Canada Declining ~$1,215 <$1,000 Island Gold, Canada cost profile 20
Slide 4: Q2 2022 results – on track to achieve full year guidance
Q2 2022 results – on track to achieve full year guidance Q2 YTD Q2 YTD 2022 Q2 2022A Q2 2021A 2022A 2021A Guidance Gold production (000 oz) 103.9 114.2 202.8 240.0 440-480 104k oz Gold sales (000 oz) 102.2 107.6 200.6 234.1 - Production in line; costs lower Average realized gold price (US$/oz) $1,87
Slide 5: ESG – leading on key metrics with focus on continuous improvement
ESG – leading on key metrics with focus on continuous improvement Environment Social Governance Lower GHG emissions per oz gold eq. produced1,2 Lost time injury rate 89% 33% 0.69 0.34 Director Board members per 200,000 hours independence are women 0.54 31% 38% tCO2e/oz 0.21 worked 0.37 lower than 0.
Slide 6: ESG – strong relative performance & positive rating trend
ESG – strong relative performance & positive rating trend ESG disclosure and reporting 2018 2019 2020 2021 Current Trend Score/notes o Adopting TCFD recommendations and incorporating climate-related risk into Medium risk; 20th percentile in disclosures - 47 39 29 29 gold subindustry o Completed CDP
Slide 7: Q2 2022 results – on track to achieve full year guidance
Q2 2022 results – on track to achieve full year guidance Q2 YTD Q2 YTD 2022 Q2 2022A Q2 2021A 2022A 2021A Guidance Gold production (000 oz) 103.9 114.2 202.8 240.0 440-480 104k oz Gold sales (000 oz) 102.2 107.6 200.6 234.1 - Production in line; costs lower Average realized gold price (US$/oz) $1,87
Slide 8: 2022 catalysts
2022 catalysts ✓ February 2022 ✓ June 2022 ✓ June 2022 o H2 2022 o Q4 2022 Mineral Reserves La Yaqui Grande Island Gold Higher production Lynn Lake 4% increase to 10.3M oz; initial production Phase 3+ Expansion & lower costs EIS approval 5% higher grades1 announced Groundbreaking for Island Gold Pha
Slide 9: High quality, long-life production base; low geopolitical risk profile
High quality, long-life production base; low geopolitical risk profile Young-Davidson, Ontario, Canada Low-cost operation with 15-year Mineral Reserve life3 Underground o One of Canada’s largest underground gold mines ❑ 2022E Au production: 185-200k oz o Completed lower mine expansion in 2020 ❑ 2022
Slide 10: High-return organic growth in safe jurisdictions
High-return organic growth in safe jurisdictions Island Gold Phase 3+ Expansion La Yaqui Grande (Mulatos) Lynn Lake Ontario, Canada Sonora, Mexico Manitoba, Canada IRR1,2: 23% IRR1,2: 25% IRR3: 41% IRR3: 58% IRR4: 13% IRR4: 22% NPV5% 1: $1.6B NPV5% 1: $2.0B NPV5% 3: $165M NPV5% 3: $260M NPV5% 4: $12