Pt Merdeka Battery Materials Tbk · IDX:MBMA
Pt Merdeka Battery Materials Tbk — Merdeka Battery Materials — Investor Presentation (January 2024)
21 slides from Pt Merdeka Battery Materials Tbk's investor presentation, January 2024
Slide 1: Merdeka Battery Materials Company Overview
Merdeka Battery Materials Company Overview January 2024 IDX: MBMA I www.merdekabattery.com
Slide 2: Disclaimer
Disclaimer The information in this presentation has been prepared by representatives of PT Merdeka Battery Materials Tbk (the "Company") for use in presentations by the Company and does not constitute a recommendation regarding the securities of the Company. No representation or warranty, express or
Slide 3: MBM in Numbers
Not for release, publication or distribution, directly or indirectly, in or into the United States, Canada, Australia, Japan, or the Republic of Indonesia in a manner which constitutes a public offering under the laws of the Republic of Indonesia MBM in Numbers 13.8Mt contained nickel ~150,000 tonne
Slide 4: Portfolio Overview
Portfolio Overview Since its IPO in June 2015, Merdeka has transformed into a major mining company with a globally significant portfolio of assets with mineral resources of 35.2Moz gold, 8.4Mt copper, 13.8Mt nickel and 1.0Mt cobalt Legend: Mine & Downstream Processing Acid Iron Metal (AIM) Project :
Slide 5: Corporate Structure
Corporate Structure MBM is supported by reputable Indonesian shareholders via parent company Merdeka Copper Gold (IDX: MDKA) and has established strong strategic relationships with global leaders in the EV battery value chain Key Indonesian Shareholders Other Merdeka Thohir Copper Gold Group Shareho
Slide 6: Major Shareholders
Major Shareholders Provident, Saratoga and the Thohir Group have an established history of co-investment with a distinguished track record in building value through multi-billion dollar companies and attracting blue chip international investors Saratoga Group Provident Group Thohir Group Shareholder
Slide 7: MBM Assets Location
Not for release, publication or distribution, directly or indirectly, in or into the United States, Canada, Australia, Japan, or the Republic of Indonesia in a manner which constitutes a public offering under the laws of the Republic of Indonesia MBM Assets Location MBM’s assets are strategically lo
Slide 8: SCM Mine
SCM Mine The SCM Mine was discovered by Rio Tinto in 2000 and is one of the world’s largest nickel deposits Overview Mining Concession 51.0% 65Mtpa Multi-decade MBM Production at Full Mine life Ownership Ram Up • 1.1 billion dmt containing 13.8Mt of nickel and Resources1 1.0Mt of cobalt • 188 millio
Slide 9: SCM Mine Haul Road
SCM Mine Haul Road MBM has a dedicated haul road linking the mine site to IMIP facilitating consistent saprolite ore haulage Haul Road 9
Slide 10: SCM Mine – Huayou FPP
SCM Mine – Huayou FPP Huayou FPP and slurry pipeline is now preparing for commissioning within the SCM Mine concession area FPP Area FPP Facilities (camp, warehouse, workshop, office) FPP Area Camp 10
Slide 11: RKEF Plants Overview
RKEF Plants Overview NPI margins are expected to remain competitive as production costs stabilise and captive ore supply increases, reducing MBM’s exposure to nickel price fluctuations Overview RKEF Plants 50.1% 88ktpa 2020 MBM Nameplate Capacity Achieved Commercial Ownership (Ni NPI) Production Pro
Slide 12: Nickel Matte Overview
Nickel Matte Overview HNMI produces a high-grade nickel matte product enabling MBM to capture the additional margin to NPI Overview Processing Facility LGNM Facility HNMI 60% 50 – 60ktpa 2022 MBM Avg. Production Achieved Commercial Ownership (Ni matte) Production Product • High-grade nickel matte co
Slide 13: HPAL Development Plan
HPAL Development Plan MBM will develop multiple HPAL processing plants in partnership with leading battery material companies JV with CATL JV with GEM 66% 60ktpa End 2025 55% 30ktpa End 2024 MBM Nameplate Capacity Target First MBM Nameplate Capacity Target First Ownership (Ni MHP) Production Ownersh
Slide 14: AIM Overview
AIM Overview AIM is a highly strategic asset and is well positioned to benefit from the growth in acid demand expected as additional HPAL plants are constructed at IMIP and across Indonesia Overview AIM Facilities 80% 1.2Mtpa 2024 MBM Acid Production Achieve Commercial Ownership Production • Acid an
Slide 15: AIM Project Overview (cont.)
AIM Project Overview (cont.) First acid train is expected in January 2024 and ramp up to full capacity in early 2024, with the commencement of the second acid train and chloride plant also expected in early 2024 Production LOM Net Revenue Contribution (%) 2% 1.2Mtpa 15ktpa 17% Acid Copper 29% 17kozp
Slide 16: Capturing the Entire Battery Value Chain
Capturing the Entire Battery Value Chain MBM is a vertically integrated operation with existing profitable nickel processing facilities and planned HPAL plants to capture the full battery materials value chain Limonite, Acid, AIM Limestone Steam, Limestone 3rd Party HPAL SCM Mine Projects Mine Plant
Slide 17: Corporate Milestones
Corporate Milestones Further strategic partnerships with world class battery players will result in additional low risk downstream projects Milestones to date Milestones to come Completed the transfer of Completion of haul ZHN achieving full AIM project from MDKA to road Acquired year of nameplate M
Slide 18: ESG is Central to MBM's Long-term Strategy
ESG is Central to MBM’s Long-term Strategy Merdeka is working diligently on its ESG practices. MBM has its own ESG focus and is monitored as a subsidiary of Merdeka, thus the shareholders are aligned to ensure world-class ESG performance MBM’s ESG Vision Select Merdeka ESG Achievements To be a leadi
Slide 19: Investment Highlights
Not for release, publication or distribution, directly or indirectly, in or into the United States, Canada, Australia, Japan, or the Republic of Indonesia in a manner which constitutes a public offering under the laws of the Republic of Indonesia Investment Highlights Globally Significant Resource T
Slide 20: Not for release, publication or distribution, directly or indirectly, in or into the United
Not for release, publication or distribution, directly or indirectly, in or into the United States, Canada, Australia, Japan, or the Republic of Indonesia in a manner which constitutes a public offering under the laws of the Republic of Indonesia
Slide 21: Experienced Management Team
Experienced Management Team Highly Experienced Management Team Key Personnel / Biography Track Record Previous Experience Jason Greive • Qualified metallurgist with a strong track record in driving value Director and CEO through operational improvement 29+ years of international mining experience Ma
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