Sky Metals Limited · ASX:SKY
Sky Metals — Investor Presentation (September 2024)
15 slides from Sky Metals's investor presentation, Sep 4, 2024
Slide 1: Large-Scale Tin Deposit Matched with Technology Advantage
ASX: SKY For personal use only LARGE-SCALE TIN DEPOSIT MATCHED WITH TECHNOLOGY advantage TO MEET GROWING GLOBAL DEMAND FOR TIN – A VITAL TECHNOLOGY METAL September 2024
Slide 2: Disclaimer - Important Information
A S X : S KY DISCLAIMER - IMPORTANT INFORMATION Disclaimer For personal use only Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from those expressed or implied by such forward looking informa
Slide 3: Experienced and Proven Management
EXPERIENCED AND PROVEN MANAGEMENT For personal use only NORMAN SECKOLD | Chairman RICHARD HILL | Non-Executive Director CAPITAL STRUCTURE 30+ years in the full-time management of natural 25+ years experience in the mineral resources sector as a geologist and solicitor. Mr. Hill has a successful trac
Slide 4: Tin: Vital Technology Metal
TIN: VITAL TECHNOLOGY METAL For personal use only Fundamental structural demand growth – Triggering Increase in tin demand supply crunch after 30+ year under Tin Price investment. Tin is vital within EVs, Renewable Energy, AI and all electronics. Source: BNEF, Rho Motion, Macquarie Strategy – April
Slide 5: Tin: The Forgotten Electrification Metal - Global Supply Disruptions
TIN: THE FORGOTTEN ELECTRIFICATION METAL – GLOBAL SUPPLY DISRUPTIONS For personal use only Global Tin Supply by Country (tpa) • Inelastic tin price – driven by irreplaceable demand in electronics sector, AI and global electrification. • Heavily disrupted Indonesian tin production – previously 20% of
Slide 6: Major Historic Tin Operation - Tallebung Tin Project
MAJOR HISTORIC TIN OPERATION TALLEBUNG TIN PROJECT For personal use only • Tin discovered in the 1890s and mined into the mid-1980s. • Small shafts and open pits mined hardrock tin veins, culminating in large scale alluvial mining production in the 1960s-70s. • Infrastructure already in place from p
Slide 7: Evolving High-Grade Tin Discovery
EVOLVING HIGH-GRADE TIN DISCOVERY For personal use only • New shallow, high-grade intercepts in TBRC078 and TBRC090 show potential for higher-grade tin outside of the current MRE, results included: 11m @ 1.02% Sn, 77.9g/t Ag & 0.13% W from 64m 10m @ 0.69% Sn & 23.7g/t Ag from 23m • Latest drilling t
Slide 8: Tallebung Tin Project
TALLEBUNG TIN PROJECT For personal use only Tallebung Tin Mine – Drone Photo looking East down the Central Lead Open Pit. • Low-Cost Mining Proposition – Shallow deposit at surface, very low strip ratio and deposit grows with every new drillhole. • Exceptional Upgrade– Ore sorting ideally suited to
Slide 9: Large Historic Open Pit Alluvial Mining Operation
LARGE HISTORIC OPEN PIT ALLUVIAL MINING OPERATION For personal use only Tallebung Tin Mining Field – Drone Photo looking North. ASX: SKY 9
Slide 10: Growing Large Hardrock Tin Resource
GROWING LARGE HARDROCK TIN RESOURCE For personal use only • Existing MRE updated Jan 2024, totalling: 15.6 Mt @ 0.15% Tin for 23kt of contained Tin. • Exploration Target estimated concurrently: 23 – 32 Mt @ 0.14 – 0.17% Tin • Tin mineralisation highly amenable to 5x upgrade using TOMRA Ore Sorting –
Slide 11: TOMRA - High Technology Changes the Game
TOMRA– HIGH TECHNOLOGY CHANGES THE GAME For personal use only Cassiterite from Tallebung – Scale in mm Dense tin – cassiterite “nuggets” detected by ore sorter and accepted • Tallebung tin deposit is ideally matched to Host rock and quartz vein without tin ore sorting technology. rejected by ore sor
Slide 12: TOMRA - High Technology Changes the Game
TOMRA– HIGH TECHNOLOGY CHANGES THE GAME For personal use only Video Courtesy of Carlos Crowley Vazquez, BOEq and TOMRA Ore Sorting Solutions ASX: SKY 12
Slide 13: Shallow, Higher-Grade Start Up
SHALLOW, HIGHER-GRADE START UP For personal use only • Shallow, at surface high-grade tin zone identified for fast payback potential at commencement of mining. • Results within the high-grade zone include: TBD002: 60.2m @ 0.54% Tin from 12.8m. TBD003: 60.55m @ 0.36% Tin from 23m. Plan View Aerial Ima
Slide 14: Low-Risk Pathway Set to Add Value Quickly
Tallebung Tin project LOW-RISK PATHWAY SET TO ADD VALUE QUICKLY For personal use only ASX: SKY 14
Slide 15: Building Australia's Future Tin Production
BUILDING AUSTRALIA’S FUTURE TIN PRODUCTION For personal use only ASX: SKY S K Y M E T A L S . C OM . A U