Altius Minerals Corporation · TSX:ALS
Altius Minerals — Q1 2025 Earnings Presentation
11 slides from Altius Minerals's earnings presentation, May 14, 2025
Slide 1: Q1 2025 Financial Results Conference Call
TSX: ALS | OTCQX: ATUSF Q1 2025 Financial Results Conference Call Renewable Power | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward Looking Statements
Forward Looking Statements This document includes certain statements that constitute “forward- In particular, the forward looking statements and information looking statements” and “forward-looking information” within the contained herein relating to past, present and future commodity prices, meanin
Slide 3: Q1 2025 and Outlook – Operating Portfolio
Q1 2025 and Outlook – Operating Portfolio Royalty revenue of $15M compares to $15.4M in Q1 2024, mainly impacted by higher Chapada deliveries (lag from Q4 production), higher base metal prices and lower potash volumes. Adjusted EPS of $0.05 compares with adjusted EPS of $0.07 year over year. The mai
Slide 4: Strong Balance Sheet at Q1 2025
Strong Balance Sheet at Q1 2025 Cash at March 31, 2025 of $12 million, public equities valued at $97M (excluding LIORC, which has a value of $110M) Debt PG Equities LRC Cash $140M $120M $100M $80M $60M $40M $20M - 2019 2020 2021 2022 2023 2024 Q1 2025 TSX: ALS | OTCQX: ATUSF |4
Slide 5: Adjusted Net Earnings – Q1 2025
Adjusted Net Earnings – Q1 2025 Adjusted net earnings of $2.4M or $0.05 per share after tax TSX: ALS | OTCQX: ATUSF |5
Slide 6: Positive Q1 Results in Project Generation
Positive Q1 Results in Project Generation Market value of portfolio at March 31, 2025 of $71 million, up $11 million from last quarter (mostly driven by Orogen market value). Net monetization of $0.5M during the quarter. Post Triple Flag and Orogen announcement, portfolio value increased to $81 mill
Slide 7: Silicon Gold District (1.5% NSR)
Silicon Gold District (1.5% NSR) Growth Potential Beyond 16 Moz. The Expanded Silicon Project (ESP) has the potential to increase substantially over the Looking South from Silicon Towards Merlin (Target 1) next few years from the current 16 Moz gold in Mineral Resources (summarized Merlin (Behind Ri
Slide 8: AGA Published Resource vs. “In-Pit” Mineralized Footprint
AGA Published Resource vs. “In-Pit” Mineralized Footprint Classified Resources Mineralization Footprint Concept-stage Pit Altius notes that the mineralization footprint reported by AGA for the Merlin deposit appears significantly outline more expansive than the footprint of the current Merlin resour
Slide 9: Current Resources + Expansion Potential
Expansion/Exploration Upside Current Resources + Expansion Potential Classified Resources Mineralization Footprint In addition to the potential for increased resources within the current pit outlines, Altius believes that excellent Concept-stage potential exists for further expansion of mineralizati
Slide 10: Capital Structure
Capital Structure Capitalization Table Potash Issued Common Shares1 46,301,246 21% Basic Market Capitalization1 $1.22 billion Gold Cash2 $12.1 million 34% Analyst PG Equities2 $71 million High- Consensus LIORC (TSX:LIF) Equity2 $110 million Purity NAV1 Iron Ore LRC (TSX:LIRC) Equity2 $26 million 18%
Slide 11: Q&A
Q&A Renewable Power | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt