Arrow Minerals Limited · ASX:AMD
Arrow Minerals — Investor Presentation (January 2025)
32 slides from Arrow Minerals's investor presentation, Jan 16, 2025
Slide 1: Bulking Up
BULKING UP Focused on the fastest path to production for Bauxite and Iron Ore For personal use only Company Update January 2025 ASX: AMD
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by Arrow Minerals Limited (“Arrow” or the “Company”). It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This presen
Slide 3: Guinea – Large Mineral Endowment
GUINEA – LARGE MINERAL For personal use only ENDOWMENT Arrow Minerals Ltd (ASX: AMD) 3
Slide 4: The Time Is Now
THE TIME IS NOW “The timing is perfect. Guinea is the world’s largest bauxite producer and multi-user infrastructure is due for delivery in late 2025” For personal use only Arrow’s Simandou North Iron Project and Niagara Bauxite Project1 are both projects located in trucking distance to the multi-us
Slide 5: The Time Is Now
THE TIME IS NOW $23M market cap. Niagara Bauxite Project & Simandou North Iron Ore Project Close to infrastructure + Baosteel MoU “The timing is perfect. Guinea is the Outstanding drill results / Growing high grade discovery world’s largest bauxite producer and For personal use only Exceptional high
Slide 6: Arrow Strategy – Secure Cashflow, Expand, Make a Positive Impact
ARROW STRATEGY – SECURE CASHFLOW, EXPAND, MAKE A POSITIVE IMPACT • Rapid and targeted exploration • Explore as much of the project as quickly and efficiently as possible to prioritise and right-size the targets that have the best For personal use only potential to deliver a mine. • Wherever possible
Slide 7: Corporate Overview
CORPORATE OVERVIEW Board Management Capital Structure1 For personal use only 3.5cps $23M Jeremy Sinclair Share Price Market Cap Jeff Dowling PROJECTS DIRECTOR NON-EXECUTIVE CHAIR $0.02 - $0.18 661M 52 Week Range Total number of shares on issue Tony Muir 1.0M 193M CHIEF FINANCIAL OFFICER Performance
Slide 8: Arrow Minerals Last Months
ARROW MINERALS LAST 12 MONTHS ▪ Secured the Niagara Bauxite project; developed a large exploration target, ▪ Simandou North Iron Project (Simandou North); developed a large exploration For personal use only confirmed substantial mineralisation and growth potential. On track for target, established h
Slide 9: Bauxite and Equity Markets
BAUXITE AND EQUITY MARKETS Share Price For personal use only ASX:MMI Dec Pres MC $A340M ASX:CAY 10th Jan EV A$403M M Cap A$269M A$63M net Debt EV A$249M ~A$20M Cash Arrow Minerals Ltd (ASX: AMD) 9
Slide 10: Niagara - Targets Identified & First Campaign Complete
NIAGARA -TARGETS IDENTIFIED & FIRST CAMPAIGN COMPLETE “A transformational project, close to the Trans-Guinean Railway in the world’s most important bauxite province” For personal use only Arrow completed 184 holes in October to December 2024 and 2,166 metres1. Vale completed 180 holes in 2007. A res
Slide 11: Niagara Bauxite Project
NIAGARA BAUXITE PROJECT “Transformative drilling campaign. Six (6) more targets ready for testing” For personal use only Arrow Minerals Ltd (ASX: AMD) 11
Slide 12: Niagara Bauxite Project
NIAGARA BAUXITE PROJECT “Early results confirm resource potential” For personal use only Independent experts informed drill hole locations and spacing at 300 by 300 metres with targeted test pits that will meet reporting requirements. Drilling is complete, samples are at the lab, and results imminen
Slide 13: Niagara Bauxite Project – Boussoura North
NIAGARA BAUXITE PROJECT – BOUSSOURA NORTH 1,208,500mN For personal use only 1 205,650mE • The Company completed 45 holes for 501m and 501 samples at Boussoura North1. • At a 40% cut-off the average bauxite thickness is 4.4m. • The lateral extent of the mineralisation is as described in the plans and
Slide 14: Niagara Bauxite Project – Boussoura Central
NIAGARA BAUXITE PROJECT – BOUSSOURA CENTRAL 1,206,700mN For personal use only 207,500mE • The Company completed 63 holes for 781m and 779 samples at Boussoura Central1. • At a 40% cut-off the average bauxite thickness is 3.4m. • The lateral extent of the mineralisation is as described in the plans a
Slide 15: Niagara Bauxite Project – Boussoura North West
NIAGARA BAUXITE PROJECT – BOUSSOURA NORTH WEST 203,850mE 1,206,550mE For personal use only • The Company completed 15 holes for 202m and 202 samples at Boussoura NW1. • At a 40% cut-off the average bauxite thickness is 6.6m. • The lateral extent of the mineralisation is as described in the plans and
Slide 16: Niagara Bauxite Project – Boussoura Far-South
NIAGARA BAUXITE PROJECT – BOUSSOURA FAR-SOUTH For personal use only 1,202,500mN • The Company completed 28 holes for 331m and 331 samples at Boussoura Far-South1. • At a 40% cut-off the average bauxite thickness is 4.3m. • The lateral extent of the mineralisation is as described in the plans and sec
Slide 17: Niagara Bauxite Project – South and South-West
NIAGARA BAUXITE PROJECT – SOUTH AND SOUTH-WEST For personal use only • The Company completed 11 holes for 118m and 118 samples at Boussoura Vale/SW1. At a 40% cut-off, the average bauxite thickness is 4.3m over an area approximately 3,500 metres by 2,000 metres. • The Company completed 22 holes for
Slide 18: Niagara Bauxite Project – Additional Targets
NIAGARA BAUXITE PROJECT – ADDITIONAL TARGETS “The entire project has many high quality exploration targets well supported by surface sampling, mapping and historical drilling. We would For personal use only expect to test all these targets to some extent during 2025.” 1. Future targets ▪ N’Dire ▪ La
Slide 19: Niagara Bauxite Project – Next Steps and Key Milestones
NIAGARA BAUXITE PROJECT – NEXT STEPS AND KEY MILESTONES Milestone Target Timing For personal use only Bauxite size by size analysis Results due in February 2025. Bayer analysis Results due February 2025, helps establish value in use parameters with alumina refineries as part of contract negotiations
Slide 20: Simandou North Iron Project
SIMANDOU NORTH IRON PROJECT “Focused on a Stage 1 ‘starter mine’ opportunity” Simandou (blocks 1,2,3 & 4) is the worlds highest grade undeveloped iron ore project. For personal use only A consortium has committed to spend $US21Bn1 to commission this project from late 2025. The Simandou North Iron Pr
Slide 21: Simandou North – Defining a Project
SIMANDOU NORTH – DEFINING A PROJECT 1. Metallurgy and Processing August 2024, Stage 1 and Stage 1A - Bench scale metallurgical testwork results, used in a flowsheet simulation, achieved a 61-64% Fe, low alumina (<0.5%) hematite fines product from a simple wet gravity process1. For personal use only
Slide 22: Simandou North - Next Steps
SIMANDOU NORTH - NEXT STEPS “We are very focused on our aspiration of executing the most efficient path to production and cashflow to create growth and returns for shareholders.” For personal use only Milestone Target Timing/Description Simandou North Iron Project - hematite Ongoing metallurgical te
Slide 23: What Drives Us
WHAT DRIVES US 1. Speed – We work on rapid delivery of key milestones to maximise project value in the shortest possible timeframe. For personal use only 2. Low Capital – we are targeting low capex operations that can be executed with minimal balance sheet risk, lowest possible shareholder dilution
Slide 24: Appendix
APPENDIX For personal use only Arrow Minerals Ltd (ASX: AMD) 24
Slide 25: Why Guinea? - Majors, Major Investments & Multi-User Infrastructure
WHY GUINEA? - MAJORS, MAJOR INVESTMENTS & MULTI-USER INFRASTRUCTURE, MINERAL ENDOWMENT Company Operation Description Rio Tinto Global Major, Tier 1, iron ore, bauxite, alumina, aluminium, copper, 22.5% shareholder in CBG, operating the Sangaredi Bauxite mine. CBG is a third party haulage service pro
Slide 26: Styles of Bauxite Mineralisation & Mining Thematic
STYLES OF BAUXITE MINERALISATION & MINING THEMATIC For personal use only Arrow Minerals Ltd (ASX: AMD) 26
Slide 27: Forecast 2026 Bauxite Cost Curve CIF China
FORECAST 2026 BAUXITE COST CURVE CIF CHINA For personal use only Arrow Minerals Ltd (ASX: AMD) 27
Slide 28: Simandou North Iron Project – Stage Met Results and Indicative Flowsheet
SIMANDOU NORTH IRON PROJECT – STAGE 2 MET RESULTS AND INDICATIVE FLOWSHEET Mass yield Flowsheet Description Fe (%) SiO2 (%) Al2O3 (%) (%) Crush to -1mm 44 66.8 2.9 0.49 For personal use only Spiral Processing Crush to -3.35mm -3.35+1.00mm DMS processing 36 66.4 3.2 0.48 -1.00mm Spiral Processing Cru
Slide 29: Multiple Bulk Commodity Export Ports Linked by Road & Rail
MULTIPLE BULK COMMODITY EXPORT PORTS LINKED BY ROAD & RAIL 1. Morebaya Port – due end of 2025 For personal use only 2. Conakry Port - operating 3. Boffa Port - operating 4. Konta Port - operating Conakry Port Arrow Minerals Ltd (ASX: AMD) 29
Slide 30: Conakry, Boffa, Konta and Morebaya Ports
CONAKRY PORT BOFFA PORT For personal use only KONTA PORT MOREBAYA PORT These images were captured from Google Earth. Arrow Minerals (ASX:AMD) is not the owner of any port, shipping or rail infrastructure depicted or described in this document Arrow Minerals Ltd (ASX: AMD) 30
Slide 31: Building a Better Future for Our Communities
BUILDING A BETTER FUTURE FOR OUR COMMUNITIES DEEPLY COMMITTED TO SUPPORTING THE LOCAL COMMUNITY AND RESPECTING THE ENVIRONMENT For personal use only Environment Respect our environment and maintain high standards On-going rehabilitation throughout life of project Social Create long term jobs, maximi
Slide 32: Arrow Minerals Limited
ARROW MINERALS LIMITED For personal use only ASX : AMD Contact Address E: Unit 4, 38 Colin Street info@arrowminerals.com.au West Perth WA 6005 W: arrowminerals.com.au Media Enquiries Follow Us paul@readcorporate.com.au linkedin.com/company/arrow-minerals- limited twitter.com/arrowminerals Arrow Mine
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