Slide 1: Elementos Company Presentation
For personal use only 14 July 2014 ELEMENTOS COMPANY PRESENTATION Attached is the presentation to be used by Company management in investor meetings in Australia over the next week. For more information, please contact: Calvin Treacy Managing Director Phone: +61 7 3221 7770 Email: admin@elementos.co
Slide 2: Developing today for tomorrow's tin
For personal use only Company … developing today for tomorrow’s tin Presentation July 2014
Slide 3: Why Invest in Tin? Supply decreasing, demand increasing
Why Invest in TIN? For personal use only Tin SUPPLY DECREASING Tin DEMAND INCREASING Expected GROWTH 27kt p.a. by 2020 Tin CONSUMPTION 377kt by 2020 Source: Tin Demand and Supply to 2020 BGR 2
Slide 4: Why Invest in Tin? 2020 production shortfall
Why Invest in TIN? For personal use only Worldwide 2020 Consumption 377 kt per annum Production 296 kt per annum = Source: Tin Demand and Supply to 2020 BGR 21% PRODUCTION SHORTFALL 3
Slide 5: Mine Supply and Refined Demand
Why Invest in TIN? For personal use only Mine Supply and Refined Demand Source: Tin Demand and Supply to 2020 BGR
Slide 6: Worldwide Tin Demand 2012
Why Invest in TIN? For personal use only Worldwide Demand 2012 PROJECTED 11% INCREASE TO 377kt/yr BY 2020 Source: Tin Demand and Supply to 2020 BGR 5
Slide 7: Top World Primary Tin Producers 2012 v 2007
Why Invest in TIN? For personal use only Top 10 World Primary Tin Producers 2012 v 2007 Indonesian 2012 produc1on is understated by USGS. ITRI CRU data quotes 2012 Indonesian produc1on at 96kt compared to a peak of 120kt in 2005 & 2006 (25% reduc1on). 2014 es1mated Indonesian 1n in concentrate produ
Slide 8: Tin price expected to increase
Why Invest in TIN? For personal use only Tin price expected to Increase Source: www.Infomine.com June 2014 “Investment Ln price chart -‐ 5 year” 7
Slide 9: Tin uses today
Why Invest in TIN? For personal use only Tin USES* today Tin Solder Tinplate Chemicals USES 53% 17% 14% Alloys Glass Other 5% 2% 9% * Forbes 2013 8
Slide 10: Tin uses for emerging markets
Why Invest in TIN? For personal use only Tin USES for emerging markets Solar Cells New MARKETS Li Ion Batteries Stainless Steel New Technologies 9
Slide 11: Location & Infrastructure
Location & Infrastructure For personal use only PORT Export port 60km NE at Burnie Sealed road ROADS access to Burnie Skilled mining LABOUR labour in the region POWER Transmission lines through project site WATER Water resources in the tenement areas 10
Slide 12: Project Overview - Tailings
Project Overview - Tailings For personal use only JORC Resource# Low Capex 3,850kt at 0.30% Sn 0.13% Cu Indicated Mineral Resource Cleveland Project Short lead 0me to Next steps are Environmental Approval Sn & Cu produc0on and further Metallurgical Test work Development Posi0ve 2015 Environmental Ac
Slide 13: Project Overview - Underground Mining
Project Overview - Underground Mining For personal use only JORC Resource# JORC Resource# 2,442kt 5,002 kt at 0.56% Sn, 0.19% Cu at 0.69% Sn, 0.28% Cu Inferred mineral resource Indicated mineral resource (0.35% cutoff) (0.35% cutoff) Cleveland Project Known Mining and Mine Infrastructure Mineral Pro
Slide 14: Pathway to Project
Pathway to Project For personal use only VALUE PROPOSITION Construction Project & Production Strategic Funding Feasibility Partner Metallurgical Program Study* Testwork* VISION * Cleveland Tailings Project 13
Slide 15: Exploration Potential
Exploration Potential For personal use only Every project needs BLUE SKY Cleveland Tungsten Project Large scale porphyry … have a look at our tungsten deposit tungsten Suited to low cost bulk mining techniques Simple metallurgy 14
Slide 16: Project Overview - Tungsten
Project Overview - Tungsten For personal use only JORC Resource# Large Porphyry 3,980 kt Resource At 0.30% WO3 Inferred Mineral Resource (0.2% WO3 cutoff) Cleveland Project Resource Undeveloped WO3 Explora0on Accessible from exisLng decline a`er Poten0al dewatering Potential Development 2019 Best In
Slide 17: Capital Raising
Capital Raising For personal use only Issue Price 1 for 5 Rights Issue 1.2c $1,520,000 126.7 million shares TOTAL $1,520,000 $500,000 underwritten and firm commitments for over $260,000 Use of Funds 1. Environmental permitting submissions 2. Tailings Engineering Studies to advance project financing
Slide 18: Capital Raising - Allocation
Capital Raising - Allocation For personal use only Expenditure Budgeted Stamp Duty plus Acquisition costs $100,000 Project Costs $500,000 Working Capital $824,000 Capital Raising Costs $96,000 TOTAL $1,520,000 17
Slide 19: Corporate - Snapshot
Corporate – Snapshot For personal use only SHARES# CAPITALISATION# 633 million shares Market Cap @ 2.0c $12.6M SHAREHOLDERS CASH 6% DIRECTORS Post Rights Issue Cash $1.7M 70% TOP 20 (estimated based on full take up) # As at 8th of July 2014 18
Slide 20: Lead Broker Contact
Lead Broker For personal use only Contact Barry Dawes - 0416 189 090 Phone: 02 9222 9111 Level 3, 7 Bridge Street, Sydney NSW 2000 Australia GPO Box 5263, Sydney NSW 2001 Australia 19
Slide 21: Directors & Management
Director’s & Management For personal use only Calvin Treacy Corey Nolan Richard Seville Managing Director Director Director Management: Linda Scott (CFO & Company Secretary) Dr Gustavo Delendatti (Geologist) Key Consultants: Mick McKeown (Mining One - Geologist) Dr Mike Adams (Independent – Metallur
Slide 22: JORC Mineral Resources Summary
JORC Mineral Resources Summary* Cleveland Tin and Copper Tailings Mineral Resource For personal use only 17 June 2014 0% Sn Cut-‐Off Category Tonnage % Sn as Cassiterite Tin Metal (tonnes) % Cu Copper Metal (tonnes) Indicated 3,850,000 0.30 11,500 0.13 5,000 Total 3,850,000 0.30 11,500 0.13 5,000 Cl
Slide 23: Forward Looking Statements
Forward Looking Statements For personal use only This presentation may contain certain forward looking statements. Such statements are only predictions, based on certain assumptions and involve known and unknown risks, uncertainties and other factors, many of which are beyond Elementos Limited’s con
Slide 24: Developing today for tomorrow's tin
… developing today for tomorrow’s tin For personal use only Level 8 26 Wharf Street Brisbane, QLD, Australia Tel: +617 3221 7770 Fax: +617 3221 7773 ASX: ELT For further enquiries please contact: Calvin Treacy – Managing Director email: admin@elementos.com.au www.elementos.com.au