Australian Strategic Materials Ltd · ASX:ASM

Australian Strategic Materials — Investor Presentation (September 2020)

14 slides from Australian Strategic Materials's investor presentation, September 2020

  1. Slide 1: An Independent Critical Metals Producer

    An Independent Critical Metals Producer David Woodall – Managing Director September 2020 © 2020©ASM 2020Ltd ASM Ltd

  2. Slide 2: Disclaimer

    Disclaimer This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves and resources, production levels and rates, costs, prices, future performance or potential growth of Australian Strategic Materials Ltd, industry growth or other trend proje

  3. Slide 3: Summary

    Summary 1. ASM Business Outline 2. What are Critical Minerals – Essential for New Technology 3. Critical Materials Demand – Rare Earth Magnets 4. Critical Materials – Security of Supply 5. Traditional Critical Materials Model 6. ASM Strategy in Action 7. Deliverables for our Integrated Material Busi

  4. Slide 4: ASM Business Outline

    ASM Business Outline ASM Market Growth • A long life Polymetallic • Essential for EVs, wind • Optimised Dubbo Project deposit of critical materials turbines, advanced • Metal Plants in strategic • Producer of high purity technologies locations critical clean metals • Supply chain dominated - • Korea

  5. Slide 5: Critical Materials – Essential for New Technology

    Critical Materials – Essential for New Technology Electric Vehicles - ~5 kg Wind turbines – 5 MW - ~3.0t Defence / Aerospace Rare Earth Permanent Magnets Rare Earth Permanent Magnets Growth - 3.4 M to M+ cars by 2030 Forecast 7.9% annual growth - 2020 to 2024 Jet turbines, GPS, defence systems Sourc

  6. Slide 6: Critical Materials Demand - Rare Earth Magnets

    Critical Materials Demand - Rare Earth Magnets Electric vehicles will consume 1t out of 4t of permanent magnets globally by 2030 Growth Rare Earth Permanent Magnets to 2030 46.8% 25.7% 14.9% Commercial EV Passenger EV Electric Mobility traction motors traction motors Vehicles Source: Adamas Intellig

  7. Slide 7: Critical Materials – Security of Supply

    Critical Materials – Security of Supply 1. Market dominated and not transparent 2. Third parties control production beyond oxides. 3. Critical materials projects high capital intensity Regional Production of Rare Earth Oxides - 2030 Regional Manufacturing of Permanent Magnets - 2030 3.40% 2.60% 0.90

  8. Slide 8: Traditional Critical Materials Model

    Traditional Critical Materials Model Metals & Metal Ore Concentrate Oxide Magnets Components OEMs Alloys Powders US $ 4B US $ 40B US $ 400B US $ 4,000B Traditional REE Supply ASM Metallisation – Value Adding Zirconium Rare Earths Niobium Hafnium Titanium © 2020 ASM Ltd 8

  9. Slide 9: ASM Business and Growth

    ASM Business and Growth Dubbo Technology Metal • + 75 year resource with • Ownership of patents and all • Dubbo oxides converted to potential to grow commercial rights metals and metal alloys • Polymetallic deposit not • World class Ziron Tech team • Titanium metal / metal reliant on rare earth focu

  10. Slide 10: Deliverables for our Integrated Material Business

    Deliverables for our Integrated Material Business 250 kg per day Continuous Metal Plant Potential Metal Joint Venture – 3,000 to 5,000 t Financing of Dubbo Optimisation of Dubbo Confirmation Metallisation of all Dubbo Products Strategic Partner and Offtake Korean Pilot Ziron Tech Embedded in Plant C

  11. Slide 11: ASM Strategy

    ASM Strategy ASM is: • Developing the Dubbo Project for supply of critical materials products • Adding value to Dubbo products through construction of a clean metals business using new metallisation technology • Implementing a growth strategy with Korea to deliver metals and metal alloys for Korea’s

  12. Slide 12: Dave Woodall

    Dave Woodall ASM Managing Director asm-au.com ASM_aus © 2020 ASM Ltd © 2020 ASM Ltd

  13. Slide 13: Australian Strategic Materials Ltd

    Australian Strategic Materials Ltd ASM a newly listed critical materials company: Directors Ian Gandel Chairman • Australian Owned; David Woodall Managing Director • A$ 20M cash in the bank Nicholas Earner Non-Executive Director Ian Chalmers Non Executive Director • No debt Gavin Smith Non-Executive

  14. Slide 14: Dubbo Project Resources & Reserves

    Dubbo Project Resources & Reserves Dubbo Project – Mineral Resources Tonnes ZrO2 HfO2 Nb2O5 Ta2O5 Y2 O 3 TREO* Resource Category (Mt) (%) (%) (%) (%) (%) (%) Measured 42.81 1.89 0.04 0.45 0.03 0.14 0.74 Inferred 32.37 1.90 0.04 0.44 0.03 0.14 0.74 Total 75.18 1.89 0.04 0.44 0.03 0.14 0.74 *TREO% is

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