Jupiter Mines Limited · ASX:JMS
Jupiter Mines — Paydirt Battery Minerals Conference 2025
15 slides from Jupiter Mines's conference presentation, Apr 29, 2025
Slide 1: The Growing Future for Manganese in Electric Vehicle Batteries
For personal use only The Growing Future for Manganese in Electric Vehicle Batteries Perth, Western Australia | 29 April 2025 Paydirt Battery Minerals Conference
Slide 2: Disclaimer
Disclaimer This presentation is provided for information purposes only. This presentation may contain forward looking statements The information in this presentation is in a summary form, that are based on management's current expectations and does not propose to be complete and is not intended to b
Slide 3: Jupiter is the largest pure play listed manganese miner in the world
Jupiter is the largest pure play listed manganese miner in the world, with 49.9% ownership of Tshipi, a Tier 1 manganese mine. Share Price Market Cap Board of Directors For personal use only A$0.145 A$284m Scott Winter Sally Langer Ian Murray NED NED Chairman ex Perenti Northern Star, NPAT ex Gold R
Slide 4: Tshipi is one of the largest producing and longest life manganese mines
Tshipi is established as one of the largest producing and longest life manganese mines in the world. Ore Sales #4 largest Mn ore For personal use only 3.4mtpa mine in the world Tshipi Operations 100+ year mine Producing life remaining at since 2012 current rates Debt Cash in Hand A$0m A$141m1 Source
Slide 5: Jupiter's five-year strategy
Jupiter’s five-year strategy includes targeted growth initiatives, while continuing its existing dividend policy and exposure to Tshipi. FIVE YEAR STRATEGY For personal use only FY2024 – FY2028 Jupiter’s Strategy FITTEST IN THE FIELD INDUSTRY LEADER SUSTAINABLY UPCYCLE (Efficiency) (Growth) EMPOWERE
Slide 6: EV Battery Strategy: Why is Jupiter Interested?
EV Battery Strategy: Why is Jupiter Interested? 1 Market Entry Opportunity 2 + Competitive Advantage 3 + Attractive Value Upside For personal use only Battery Metals Market Balance (2023, 2030) Jupiter’s Ore Feedstock Advantage HPMSM Feedstock Typical HPMSM Project Jupiter’s HPMSM Project Production
Slide 7: What's Going on with EV Demand Growth?
What’s Going on with EV Demand Growth? Incredible growth in the world’s EV stock is expected, and 1 2 …yet growth in sales of new EVs has slowed recently. needed… For personal use only Projected increase in global EV stock to meet carbon emission targets Year-on-year change in passenger EV sales EV
Slide 8: The benefits of electric vehicles are expected to sustain strong growth
The benefits of electric vehicles are expected to sustain strong growth long term, notwithstanding the current challenges. For personal use only EV Battery Market Jupiter believes the strong benefits of EVs over internal combustion engine (ICE) vehicles will continue to drive sales growth and innova
Slide 9: Manganese is set to play a key role in solving key EV challenges
Manganese is set to play a key role in solving key EV challenges, which will see a trend towards greater Mn use in EV batteries. Manganese helps lower the cost and improve the …which is why, looking forward, battery chemistries will 1 2 performance of EV batteries… lean towards increased use of mang
Slide 10: Jupiter's EV Strategy: Progress to Date
Jupiter’s EV Strategy: Progress to Date. Progress Update - EV Battery Market Entry Strategy For personal use only EV Battery Scoping Study – Complete Released in 2024, the outcome demonstrated a strong Jupiter’s Strategy business case for the continued study to produce High-Purity Manganese Sulphate
Slide 11: Jupiter's EV Strategy: Technical Assessment and Optimisation
Jupiter’s EV Strategy: Technical Assessment and Optimisation. A Pilot Plant was established in 2024 as part of a thorough technical assessment and optimisation of the proposed For personal use only HPMSM flow-sheet from the initial scoping study. Jupiter’s Strategy Pilot Plant Overview • Replicates
Slide 12: Jupiter's EV Strategy: Investment and Funding Model
Jupiter’s EV Strategy: Investment and Funding Model. Business Model Roles and Responsibilities Jupiter as developer, invests $X equity and owns 3 6 For personal use only Jupiter Y% 1. Jupiter: will sell Mn ore to the HPMSM HPMSM Co Partner Equity business. Will invest equity the capitalisation (SPV)
Slide 13: Jupiter's EV Strategy: Project Timeline
Jupiter’s EV Strategy: Project Timeline. HPMSM Project Timeline Next Step: PFS Completion For personal use only Pre-Feasibility Study (PFS) A PFS phase is underway and scheduled (In Progress) Construction for completion during CY25. Jupiter’s Strategy Focus Areas for the PFS are: ✓ Technical: pilot
Slide 14: Tshipi and Jupiter deliver outstanding production and shareholder returns
Tshipi and Jupiter deliver outstanding production and shareholder returns. Jupiter’s strategy includes positioning for value creation from future EV battery demand for manganese. Tshipi Ore Sales and Production (Mtpa) Jupiter Dividends per Share Since IPO vs Current Share Price 1 2 For personal use
Slide 15: For more information contact
For personal use only For more information contact: Investor Relations @ Jupiter investorrelations@jupitermines.com Jupiter Mines | Paydirt Battery Minerals Conference 15
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