Chrysos Corp. Ltd. · ASX:C79
Chrysos — Shaw and Partners Tech Conference (April 2024)
14 slides from Chrysos's conference presentation, Apr 29, 2024
Slide 1: Faster, more accurate gold analysis
For personal use only Faster, more accurate gold analysis Shaw and Partners Tech Conference 29 April 2024 Brett Coventry, Chief Financial Officer Kim Boland, Chief People Officer
Slide 2: Important notice
Important notice For personal use only The material in this presentation has been prepared by Chrysos Corporation Limited (ASX: C79) (“Chrysos” or the “Group") and is general background information about Chrysos’ current activities as at the date of this presentation. The information is given in sum
Slide 3: The Chrysos Vision
The Chrysos Vision To become the world’s leading provider of innovative assay services and technologies For personal use only Market Challenge: Traditional assay techniques are slow, labour intensive, complex, destructive to the assay sample, and involve Fully-quantitative analysis in as little as 2
Slide 4: Our commercialisation journey
Our commercialisation journey The outcome of 20+ years of research and development For personal use only International Prototype Complete JORC and NI43-101 New Customer deployment continues 1st PhotonAssayTM Max unit Companies cite PhotonAssayTM Announcements Established Canadian & data in market an
Slide 5: Chrysos – revolutionising the global mining industry
Chrysos – revolutionising the global mining industry Chrysos is a global provider of novel assay services through its proprietary PhotonAssayTM technology For personal use only Samples Processed (Half Yearly) Disruptive Minerals Analysis Service and Lease Model with Technology Tier 1 Counterparties
Slide 6: Diversifying regional revenues
Diversifying regional revenues International revenue represents more than 50% of total unaudited revenue For personal use only Unaudited Revenue by Region ■ Total revenue of $12.9m reflects an increase of 28% Quarter on 92% Quarter and 92% on Year on Year $14,000 ■ $12.3m attributable to PhotonAssay
Slide 7: Executing on our global PhotonAssay roll out
Executing on our global PhotonAssayTM roll out Growing network of units in global mining hubs For personal use only 27 Units Deployed1 Deployment schedule ■ Operating PhotonAssayTM on four continents in key mining hubs and starting to drive operational leverage ■ Regional sales teams working closely
Slide 8: Unit metrics and leverage
Unit metrics and leverage Improving unit metrics across deployed units For personal use only Unaudited Revenue versus Cost per Unit1 ■ Consistently strong and improving unit margins representing 1,080,000 90% sustained revenue and decreasing unitised cost Revenue per Unit per Month (AUD) 960,000 80%
Slide 9: Delivering tangible benefits for miners
Delivering tangible benefits for miners PhotonAssayTM enables timely decision making and additional gold recovery For personal use only The opportunity… PhotonAssayTM is embedded in the mining value chain PhotonAssayTM Value Add ■ Each year global miners are Exploration Fast turnaround for mine esti
Slide 10: Safe & sustainable analysis
Safe & sustainable analysis Meaningful OH&S and environmental benefits For personal use only As of 31st March 2024, Chrysos PhotonAssayTM has achieved: PhotonAssayTM provides improved OH&S through the elimination of hazardous chemicals, lead exposure, and the ultra-high temperatures used in conventi
Slide 11: The Opportunity
The Opportunity TAM - 610 Sites Globally For personal use only ■ 50 PhotonAssayTM units deployed or Total Addressable Market (TAM) contractually-committed ■ Long term infrastructure-like assets with 700 Projected Lifetime Return in excess of $20m 610 Units per unit 600 ■ Well-funded for sustainable
Slide 12: PhotonAssay growth potential
PhotonAssayTM growth potential Unlocking further market opportunities For personal use only Commercially Available Near-Term Development Broader Potential Detectable Elements Detectable Elements ■ Base metals ■ Rare earths ■ Uranium & Thorium ■ Energy metals Unlocking Future Opportunities Current /
Slide 13: High barriers to entry
High barriers to entry High barriers to entry supported by global IP rights For personal use only Barriers to competitive entry Long-term leases with Protected by global guaranteed minimums, IP rights embedded at customer site 20+ years of R&D and Superior product to the investment in technology alt
Slide 14: Thank you
Thank you For personal use only For more information, please visit chrysoscorp.com or contact us at investors@chrysoscorp.com
Chrysos — Shaw and Partners Tech Conference (April 2024) on 6ix