Chrysos Corp. Ltd. · ASX:C79
Chrysos — Bell Potter Unearthed Presentation (February 2024)
17 slides from Chrysos's conference presentation, Feb 12, 2024
Slide 1: Faster, more accurate gold analysis
For personal use only Faster, more accurate gold analysis Bell Potter Unearthed Presentation 12 February 2024 Brett Coventry, CFO
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 Technology
For personal use only The Technology [Insert]
Slide 4: 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 5: PhotonAssay technology
PhotonAssayTM technology Best in class gold assaying with measurable benefits over traditionally used methods For personal use only PhotonAssayTM vs. Traditional Fire Assay1 PhotonAssayTM value proposition Fire Assay PhotonAssayTM Faster turnaround Lower costs Simple to operate Results in as little
Slide 6: 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 7: 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 8: The Journey
For personal use only [Insert] The Journey
Slide 9: Our commercialisation journey
Our commercialisation journey The outcome of 20+ years of research and development For personal use only Prototype Complete JORC and NI43-101 New Customer International deployment 1st PhotonAssayTM Max unit Companies cite PhotonAssayTM Announcements continues data in market announcements Barrick Bul
Slide 10: Executing on our global PhotonAssay roll out
Executing on our global PhotonAssayTM roll out Strong and sustainable growth underpinned by roll out of contracted units across the globe For personal use only 25 Units Deployed1 Offices & Manufacturing Regions with PhotonAssayTM enquiries Deployed or installing regions 1. As of 24 January 2024 CHRY
Slide 11: The Company
For personal use only [Insert] The Company
Slide 12: Chrysos – revolutionising the global mining industry
Chrysos – revolutionising the global mining industry Chrysos is a global provider of its proprietary PhotonAssayTM technology For personal use only Example Customers Service and Lease Model with Intertek MSALABS ALS 1 Tier 1 Counterparties Britannia Mining Solutions ▪ Units operating commercially si
Slide 13: Top line momentum continuing
Top line momentum continuing Secure forecastable revenue accounts for 88% of Q2 FY24 Unaudited Total Revenue For personal use only Unaudited MMAP, AAC and Other Income +63% (MMAP + AAC only) ■ Minimum Monthly Assay Payments (MMAP) provide predictable and $11,000 sustainable minimum revenue $10,000 $
Slide 14: Looking Ahead
For personal use only Looking Ahead [Insert]
Slide 15: Clear growth pathway
Clear growth pathway Clear organic growth plan with potential to expand TAM through additional commodities For personal use only Strategically located TAM for PhotonAssayTM Units1 ■ A growing network of units in global mining hubs provides revenue up-side ■ Western Australian Goldfields ■ Golden Tri
Slide 16: In summary
In summary Chrysos PhotonAssayTM well positioned for sustainable growth For personal use only ■ Continued top line growth in Q2 FY24: ■ 13% QoQ increase in Total Revenue1 ■ 57% YoY increase in Total Revenue1 ■ 49 PhotonAssayTM units deployed or contractually-committed ■ 25 units deployed2, with 2 cu
Slide 17: Thank you
Thank you For personal use only For more information, please visit chrysoscorp.com or contact us at investors@chrysoscorp.com
Chrysos — Bell Potter Unearthed Presentation (February 2024) on 6ix