Slide 1: October 2022 Company Presentation (ASX Announcement)
Tombador Iron Limited ABN: 20 108 958 274 Suite 5, 85 Forrest Street Cottesloe WA 6011 20 October 2022 ASX ANNOUNCEMENT October 2022 Company Presentation Tombador Iron Limited (ASX:TI1) (the “Company”) is pleased to release an updated Company Presentation which reflects the progress of the Tombador
Slide 2: Brazil's Highest Quality Lump Producer
Brazil’s Highest Quality Lump Producer South-West Connect Conference ASX:TI1 ASX:TI1 October 2022
Slide 3: Disclaimer
Disclaimer These presentation materials have been prepared by the Company ("Tombador Iron Limited”). These Presentation Materials contain descriptive materials and other data relating to future events. These Presentation Materials are being delivered to certain parties with the understanding that th
Slide 4: Investment Highlights
Investment Brazil’s highest quality lump producer Highlights Brazil market sales growth 100% opportunity ownership in a mining friendly jurisdiction Record of delivering: construction, ASX:TI1 production, quality, dividend October 22 3
Slide 5: ESG - Environmental Responsibility
ESG - Environmental Responsibility • Tombador has only dry processing • No tailings dam with a very small mining footprint • High grade iron ore is a key to lowering energy consumption and pollution in steel production • Lump is the “greenest” iron ore product on the market - going virtually directl
Slide 6: ESG - Social Responsibility
ESG - Social Responsibility • Tombador is recognised by the Superintendency for the Development of the Northeast (“Sudene”) as contributing to jobs and income in Sento Se Brazil. Tombador has been granted a 75% reduction in IRPJ Income Tax through Sudene • Keeping people safe at work and on the road
Slide 7: Simple Mining Operations
Simple Mining Operations 1 Low strip mining blast 1 & excavator 2 4 Short Waste & 3 2 ROM Haul 5 4 3 4 4 Crushing & Screening 4 5 Product Road truck Customers stockpiles loading ASX:TI1 October 22 6
Slide 8: Production Performance
Production Performance • Plant capacity tested with ramp up to full production (100,000 tonnes per month) Monthly achieved during June 2022 production of • Installed production capacity provides flexibility to align to sales volume & growth 100,000 • Periods of excess capacity used for tonnes achiev
Slide 9: Sales Performance
Sales Performance • Tombador has sold ~606,000 wet metric tonnes Sales by Product Over project to 30 September 2022 • 66% of the sales have been facilitated by the Fines 600,000 Company’s marketing partner, Trafigura and tonnes sold exported to the European market Lump • The past 12 months has seen
Slide 10: Sales - Strong Domestic Market
Sales - Strong Domestic Market 40 Brazilian Crude Steel Production 36 MM 35 33 MM 30 Production (Million Tonnes) 28 MM 25 21 MM 20 15 MM 15 10 5 MM 5 0 1970 1980 1990 2000 2010 2021 Production 1970 1980 1990 2000 2010 2021 Brazil (106t) 5,4 15,3 20,6 27,9 32,9 36,2 Latin American (106t) 13,2 28,9 38
Slide 11: Sales - Domestic Market Focus
Sales - Domestic Market Focus • Local market is a sales opportunity in times of high ocean freight and crisis in Europe affecting the export market • Tombador sells directly to domestic customers and is engaging with the top tier steel mills in Brazil • The Company continues to make progress through
Slide 12: Premium Grade Product
Premium Grade Product Tombador's lump quality is arguably the best in the world, it has: • Excellent chemistry • Low levels of deleterious minor & trace elements • Good physical properties – low degradation • Year-round availability Premium Specs Lump Sinter Fines Iron 65% 65% Silica 2.75% 3.0% Alum
Slide 13: Financial Performance
Financial Performance For the 2022 Financial Year Revenue1 AU$ 32.6m EBITDA1 AU$ 5.6m Dividend AU 0.28c/share These results relate to only 7 months of revenue and expenses from 1 December 2021 to 30 June 2022 1 Product Stockpile Inventory AU$ 9.8m Inventory at cost at 30 June 2021 600,000 500,000 40
Slide 14: Experienced Board and Management
Experienced Board and Management Proven expertise in Brazil mining, logistics, marketing and finance ANNA NEULING KEITH LIDDELL DAVID NON-EXECUTIVE CHAIRMAN NON-EXECUTIVE DIRECTOR CHAPMAN 15 years of experience in Experienced metallurgical NON-EXECUTIVE DIRECTOR financial and corporate engineer, fou
Slide 15: Corporate Summary
Corporate Summary Key Information Corporate Focus • Safety First Sector Mining (Producer) • Creating Stakeholder Value – Deliver premium grade Ticker TI1.ASX – Maximise Resource profitability – Domestic market development Share Price $0.024 – Supporting the community Market Cap $49,150,600 FY2022 Sh