Slide 1: Elementos Investor Presentation
Elementos Investor Presentation elementos.com.au (ASX:ELT) For personal use only November 2016 EXPANDING AUSTRALIA’S HIGHEST GRADE OPEN PIT TIN RESOURCE
Slide 2: Elementos Value Proposition
Elementos Value Proposition elementos.com.au For personal use only Corporate Cleveland Project • Building a strong team • Located within a world • Excellent share register class tin province • Building strong strategic • Highest grade open pit tin relationships for long term resource within Australi
Slide 3: Five Reasons To Invest in Elementos
Five Reasons To Invest in Elementos elementos.com.au For personal use only Highest Total JORC Tin price is Elementos Elementos Grade tin inventory of 59,200t at five share price is exploring open pit year highs overdue for for further tin 77% and is on rapid tin resource in Indicated an growth resou
Slide 4: Cleveland - High Grade Open Pit
Cleveland - High Grade Open Pit elementos.com.au For personal use only Highest grade open pit resource in Australia. 800,000t @ 0.81% tin and 0.27% copper JORC Indicated Resource Reported in accordance with the JORC Code 2012 Edition, on the 03/08/2015 in “Cleveland Tailings Ore Reserve”. Announced
Slide 5: Tin Sector is Performing Strongly
Tin Sector is Performing Strongly elementos.com.au For personal use only Most of Elementos’ peers have seen strong growth (plus 100%) Kasbah Resources Ltd this year in response to the strengthening tin price. Elementos has NOT seen this re- rating yet. Elementos Share Price does NOT reflect the valu
Slide 6: Cleveland – Exploration Programme to Expand High Grade Open Pit Resource
Cleveland – Exploration Programme to Expand High Grade Open Pit Resource elementos.com.au Limited historical For personal use only exploration for shallow resources. Significant high grade intercepts from pre-1986 near surface drilling (most from underground) Mineralisation detected by 1954 Tasmania
Slide 7: Cleveland – Exploration Programme to Expand High Grade Open Pit Resource
Cleveland – Exploration Programme to Expand High Grade Open Pit Resource elementos.com.au For personal use only Proposed 2016 - 17 Ground Magnetic Survey Increased survey area compared with 1954 Tasmanian Government survey boundaries 30m line spacing for shallow target definition 32 line kilometres
Slide 8: Cleveland – Enhanced Metallurgical Processing to Increase Tin Recoveries
Cleveland – Enhanced Metallurgical Processing to Increase Tin Recoveries elementos.com.au For personal use only Bulk Sampling Programme 150kg sample collected from Cleveland Tailings Dams in August 2016 Test work to improve tin recoveries commenced at ALS laboratories in Burnie Initial results expec
Slide 9: Cleveland - Excellent Infrastructure
Cleveland - Excellent Infrastructure elementos.com.au PORT OF BURNIE For personal use only MINING LEASE APPLICATION Cleveland Mine location provides access to a local skilled mining workforce. In addition the mine has easy access to an established mineral export port in Burnie and 22kv and 110kv pow
Slide 10: Tin Market
Tin Market elementos.com.au Total estimated refined tin use = 345,700tpa For personal use only
Slide 11: Tin Market Drivers
Tin Market Drivers elementos.com.au Growth in Global Refined Potential in For personal use only Tin Consumption Tin Technologies Lead-acid, Lithium-ion, Magnesium-ion, New demand driven by Green and New Economy 2014/2015 Sodium-ion, Supercapacitors, Aluminium Air, Fuel Cells Storage -1.60% Solar cel
Slide 12: Supply and Demand Outlook
Supply and Demand Outlook elementos.com.au For personal use only Refined Tin Production verses Consumption to 2020
Slide 13: 2020 ITRI Tin Mine Full Costs
2020 ITRI Tin Mine Full Costs elementos.com.au For personal use only Mines operational in 2016 Potential new large scale operations Cost (US$/tonne) Market equilibrium upwards of US$22,500/tonne projected in 2020 (assumes demand for mined tin exceeds 280,000 tpa) ELT % of cumulative global tin produ
Slide 14: Elementos Is Undervalued
Elementos Is Undervalued elementos.com.au only JORC Resource (Bubble Size) & Enterprise Value per tonne of contained tin use Enterprise Value per Tin tonne European Metals personal 100% Inferred 168,000 t Aus Tin 67,000 t Stellar Kasbah 71,500 75% t Inferred For 95,475 t Elementos 59,200 t Elementos
Slide 15: Company & Project Strategy
Company & Project Strategy elementos.com.au For personal use only Corporate strategy Project Strategy • Create a tin focused ASX listed • Start Production at Cleveland mining company by: as quickly as possible by: – Expanding Cleveland open cut – Building a team with resources with a targeted extens
Slide 16: Next Steps
Next Steps elementos.com.au For personal use only Commercial Engineering Permitting Exploration Advance the Metallurgical Notice of Intent for Thiasarco MOU to optimisation expanded operations Ground formal off take program and open pit mining Magnetic Survey agreement Open pit mining Development Pl
Slide 17: Company Snapshot
Company Snapshot elementos.com.au Capital Structure (October 2016) For personal use only Elementos Ltd (ASX: ELT) Shares on issue 767.4M Retail Directors Options on issue 38.8M Share price ASX A$0.007 32% 30% Market Capitalisation A$5.37M Cash (end of Q4 FY2016) A$0.47M Top Board and Management Shar
Slide 18: The Elementos Team
The Elementos Team elementos.com.au For personal use only Andy Greig Chris Dunks Chairman Executive Director 35 years of experience with Bechtel Group Mechanical Engineer with 25 years Inc. natural resources project delivery Bechtel Director and President of Bechtel experience. Mining and Metals Glo
Slide 19: Cautionary Statements
Cautionary Statements elementos.com.au Forward-looking statements For personal use only This document 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
Slide 20: For personal use only
elementos.com.au For personal use only Level 10 - 110 Mary Street Brisbane, QLD, Australia +617 3221 7770 ASX: ELT For further enquiries please contact: Christopher Creagh – Operations Manager email: admin@elementos.com.au www.elementos.com.au