Jubilee Metals Group PLC · LSE:JLP
Jubilee Metals — Investor Presentation (November 2023)
20 slides from Jubilee Metals's investor presentation, November 2023
Slide 1: Corporate Presentation November 2023
CORPORATE PRESENTATION November 2023
Slide 2: Disclaimer
Disclaimer Important Notice: All reasonable care has been taken to ensure that the facts stated in these presentation The distribution of these presentation materials in other jurisdictions may be restricted materials are accurate and that any forecasts, opinions and expectations contained by law, a
Slide 3: About Jubilee
About Jubilee A leading metals recovery group unlocking value from overlooked resources Diversified exposure to future facing commodities Innovative low-capital modular approach for high growth Wealth of waste deposits provides significant growth opportunity In-house developed processing technology
Slide 4: Overview
Overview Project Roan, Zambia Jubilee Metals Group | November 2023 3
Slide 5: Jubilee Overview
Jubilee Overview • Founded over 20 years ago and listed on LSE’s AIM:JLP and JSE’s AltX:JBL • Diversified and low-cost metals producer Key Metrics FY23 • Unlocking value through processing historical waste and Run-of-Mine material £141.9m • The Jubilee Way - Constantly striving to better operational
Slide 6: Years in the making
Years in the making Record production in FY23 across all commodities • 5 years since first chrome processing module was installed in South Africa • Today we have 8 individual chrome modules operating in South Africa, making Jubilee one of the world’s largest chrome concentrate producers • Plans to e
Slide 7: Innovative Modular Technology
Innovative Modular Technology Low-cost, near-term production growth • Designed at Jubilee’s Technical Development Centre in South Africa • Low capex and 8-month construction and commissioning allows for rapid deployment of copper processing modules ranging from 20 000 to 50 000 tonnes per month thro
Slide 8: Zambia
Zambia Project Roan, Zambia Jubilee Metals Group | November 2023 7
Slide 9: Zambia Footprint
Zambia Footprint Zambian processing footprint to achieve 14 000 tonnes of copper cathode per annum Sable Zinc 8
Slide 10: Zambian Business
Key Metrics Zambian Business Zambia • Innovative Modular Technology - 2 000 tonnes per annum of copper per 20 000 tonnes per month copper processing module (assuming Unprocessed Historical Waste Rock and Run-of-Mine (ROM) feed of 1.5% copper grade), as depicted in the diagram for Project M. • Copper
Slide 11: Zambian Tailings
Zambian Tailings Testing underway Current Strategy • Tailings processing solution currently under research and development. Copper extraction technique targeted that lowers the consumption of harmful chemicals. The Tailings processing is currently being subjected to technical trials by Jubilee Techn
Slide 12: South Africa
South Africa Inyoni, South Africa Jubilee Metals Group | November 2023 11
Slide 13: South African Footprint
Windsor 8 chrome processing plant South African Footprint Jubilee has an expanding portfolio in South Africa which has created a platform for growth and allowed for a rapid expansion of our operational footprint Jubilee Metals Group | November 2023 12
Slide 14: South African Business
South African Business Key Metrics Flow sheet of footprint - Chrome and PGM • Chrome production guidance of 1.45 million CHROME FEEDSTOCK FEEDS INTO MATERIAL PRODUCED tonnes per annum FY24 comprises of approximately: • 67% tolling chrome concentrates (fixed pricing per tonne) • 33% own sourced chrom
Slide 15: Financial performance
Financial performance Robust Balance Sheet and Liquidity £44m £12m £300m £205m 103% invested in cash and equivalents in total assets total equity liability cover Diversification and With short term assets An increase of 2% from £294 Maintaining a strong equity The Group’s gearing remains expansion o
Slide 16: Sustainability – a core value
Sustainability – a core value Pursuing Responsible Growth Environmental Performance Our Employees • Total environmental spend £147 730 • 21 employees promoted (US$177 887) • All 14 candidates in the inaugural Graduate- • Social responsibility spend £9.2 million in-Training programme successfully (US
Slide 17: New Strategic Committee
New Strategic Committee Providing the organisational capacity to support our growth strategy Mr Leon Coetzer – Mr Bertus van der Merwe – Mr Neal Reynolds – Chief Executive Officer Chief Operations Officer Chief Financial Officer Leon Coetzer is a qualified chemical engineer with more A qualified met
Slide 18: Board of Directors
Board of Directors Dr Mathews Phosa – Mr Christopher Molefe – Mr Ollie Oliveira – Non-Executive Chairperson Non-Executive Vice-Chairperson Non-Executive Director Ollie Oliveira is a Chartered Accountant and economist and has over 40 Dr Mathews Phosa is a prominent legal, political and business lea
Slide 19: Company Snapshot
Company Snapshot Capitalisation Summary Major Institutional Shareholders Jubilee Metals Group Plc AIM: JLP / AltX: JBL Jupiter Asset Mgt Share price at 15 Nov 2023 £0.048 (4.80 pence) Quantock plc Shares Outstanding 2 738 129 981 Veddis Capital Market Cap on 15 Nov 2023 £131.43 million Canaccord Gen
Slide 20: Thank You
Thank You Sable Zinc Engineering team Jubilee Metals Group | November 2023 19
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