Andromeda Metals Limited · ASX:ADN
Andromeda Metals — Conference Presentation (September 2021)
15 slides from Andromeda Metals's conference presentation, Sep 28, 2021
Slide 1: Great White Kaolin Project
Great White Kaolin Project Eyre Peninsula, South Australia Sep 28, 2021 ASX:ADN An emerging industrial minerals producer andromet.com.au with numerous value chains
Slide 2: Corporate overview
Corporate overview ASX:ADN| andromet.com.au $360M $46M $0M 2,361M $0.145 MARKET CASH DEBT FULLY PAID CURRENT SHARE CAPITALISATION ORDINARY SHARES PRICE Board members $0.50 90 • Rhod Grivas $0.45 80 Non-Executive Chairman $0.40 70 • James Marsh $0.35 60 Managing Director $0.30 50 Share • Joe Ranford
Slide 3: Andromeda's core assets
Andromeda’s core assets ASX:ADN| andromet.com.au KAOLIN and HALLOYSITE-KAOLIN Great White JV (75% ADN:25% MEP) Mount Hope 100% All in South Eyre Kaolin 100% Australia >100Mt of JORC Resources1,2,3,4 Natural Nanotech (50:50 JV) 1. ASX 23 December 2019, "Significant increase in Mineral Resource for th
Slide 4: Great White Kaolin Project
Great White Kaolin Project Primary project focus – Halloysite-Kaolin ASX:ADN| andromet.com.au Primary Project Focus – Halloysite-Kaolin • Operations scheduled to start in 2022 for the first project • Legally Binding Offtakes underpinning the business • Current demand exceeding initial planned produc
Slide 5: Binding off-takes in place
Binding off-takes in place Initial business already underwritten ASX:ADN| andromet.com.au Ceramic Product - Fired Brightness Off The Scale • Binding Offtake signed for 5,000t/pa with Japanese customer @ A$700/t • Total Japanese market estimated at 45,000t/pa • Total Chinese market estimated at ~ 600
Slide 6: New concrete application
New concrete application Halloysite rheology modifier (HRM™) in construction products ASX:ADN| andromet.com.au Potential Benefits • Carbon footprint reductions • Cost reductions • Performance improvements • Handling improvements • Safety improvements Commercial testing and bulk Only 1kg in 3 tonnes
Slide 7: Halloysite & nanotechnology
Halloysite & nanotechnology ASX:ADN| andromet.com.au • Most researched clay mineral in the world • Use only constrained by supply shortage • The Natural Nanotech JV is spending >$1M/pa on R&D leading to commercialisation Carbon Dioxide Batteries & Super- Water Purification Capture/Storage & Capacito
Slide 8: Pilot Plant to Demonstrate Carbon Capture & Conversion Commerciality
Pilot Plant to Demonstrate Carbon Capture & Conversion Commerciality ASX:ADN| andromet.com.au The bulk production facility for the fabrication of these nanostructures in tonnes of quantity has been established at the Newcastle Institute for Energy and Resources Large-scale CO2 capture plant schedule
Slide 9: High purity alumina project
High purity alumina project ASX:ADN| andromet.com.au • High Purity Alumina (HPA) is recognised as a key component in the Lithium-Ion Battery supply Chain • Annual demand is set up to quadruple between 2020 and 2028 causing a significant shortfall in supply • Current 4N (99.99%) HPA pricing is approx
Slide 10: What's next?
What's next? What’s on the horizon for Andromeda ASX:ADN| andromet.com.au 2022 First Commercial Products to Market by late 2022 • Sell the Phase 1 plant 100% out • Release Definitive/Bankable Feasibility Studies • Secure debt funding • Mining Approval • High Purity Halloysite – resource and/or purif
Slide 11: Key takeaways
Key takeaways Andromeda has one A high value industrial Global demand is of the world's largest mineral selling into a increasing, and supply resources of type low volatility market is decreasing Simple business model Huge potential in new Low Capex project and short with low impact mining applicati
Slide 12: Thank you
Thank you James Marsh Managing Director James.marsh@andromet.com.au ASX:ADN andromet.com.au 12
Slide 13: Cautionary Statements
STATEMENTS Cautionary Statements The preliminary feasibility study (Pre-Feasibility Study, PFS) referred to in this announcement has been undertaken to study a range of options to produce high-quality halloysite-kaolin product from the Kaolin Resource at Poochera in South Australia in order to provi
Slide 14: JORC Resource Reference Tables 1
JORC Resource Reference Tables 1
Slide 15: JORC Resource Reference Tables 2
JORC Resource Reference Tables 2 1 Figures are rounded to reflect appropriate levels of confidence. Apparent differences may occur due to rounding. 2 ASX 23 December 2019, "Significant increase in Mineral Resource for the Poochera Kaolin Project". 3 ASX 26 November 2020, "Updated mineral resource fo
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