Jupiter Mines Limited · ASX:JMS
Jupiter Mines — Paydirt Battery Minerals Conference 2024
16 slides from Jupiter Mines's conference presentation, Apr 16, 2024
Slide 1: EV Battery Market Opportunity
For personal use only 1 EV Battery Market Opportunity 16 April 2024 Paydirt Battery Minerals Conference | Perth
Slide 2: Disclaimer
Paydirt Battery Minerals Conference | Disclaimer 2 Disclaimer For personal use only This presentation is provided for information purposes only. The information in This presentation may contain forward looking statements that are based on this presentation is in a summary form, does not propose to b
Slide 3: Company Overview
Paydirt Battery Minerals Conference | Company Overview 3 Jupiter is the largest manganese miner on the ASX, with 49.9% ownership of Tshipi, a Tier 1 manganese mine. For personal use only Ian Murray, Chairman Peter North, NED Share Price Market Cap ex Gold Road MD Safika Resources Co-founder Board of
Slide 4: Tshipi is one of the world's best manganese mines
Paydirt Battery Minerals Conference | Company Overview 4 Tshipi is one of the world’s best manganese mines… 1 Material 3 Tshipi Sales (Mt, LHS) and Costs (US/dmtu, RHS) and Mn Price (US/dmtu, FOB, RHS) …outstanding ESG performance….. Production and For personal use only Key ESG KPI Performance, last
Slide 5: Located in the world's leading manganese field
Paydirt Battery Minerals Conference | Company Overview 5 …located in the world’s leading manganese field. For personal use only
Slide 6: Jupiter dividends since IPO vs current share price
Paydirt Battery Minerals Conference | Company Overview 6 Jupiter recently declared another dividend at the end of the 6-month interim period ended 31 December 2023, continuing its outstanding dividend payment track record. Jupiter Dividends Since IPO vs Current Share Price JMS Share Price (Current)
Slide 7: Company Strategy
Paydirt Battery Minerals Conference | Company Strategy 7 Jupiter’s strategy includes initiatives to improve operating efficiency, grow production volume and enter the EV battery market, while being accountable to a new ESG framework. For personal use only
Slide 8: HPMSM Market: strong demand growth in lithium-ion EV batteries
Paydirt Battery Minerals Conference | HPMSM Market 8 Strong demand growth in lithium-ion EV batteries is coming, with manganese containing battery types set to dominate… Very High Growth Forecast in EV Battery Production With Manganese Battery Types Set to Dominate For personal use only LIB Cathode
Slide 9: HPMSM demand grows as fast as EV batteries
Paydirt Battery Minerals Conference | HPMSM Market 9 ..such that growth in demand for HPMSM will grow as fast as demand for EV batteries. HPMSM Demand Forecast (2022 – 2040) For personal use only 1,400 Thousands of Tonnes of HPMSM x13 1,200 1,000 800 600 400 200 0 2022 2023 2024 2025 2026 2027 2028
Slide 10: China's dominance continues, but supply won't keep up with demand
Paydirt Battery Minerals Conference | HPMSM Market 10 China’s dominance in battery grade material supply will continue, but forecast growth in supply won’t keep up with demand… China is likely to remain the dominant supplier of battery grade …but even very high supply growth (in China and elsewhere)
Slide 11: Mid-decade supply deficit, acute in North America and Europe
Paydirt Battery Minerals Conference | HPMSM Market 11 …leading to a mid decade supply deficit, which will be particularly acute in North America and Europe. An HPMSM supply deficit is likely, starting in 2026 and …which is currently forecast to be seen most acutely in North increasing year on year…
Slide 12: EV Battery Strategy: Why is Jupiter Interested?
Paydirt Battery Minerals Conference | EV Battery Strategy Update 12 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 HPMS
Slide 13: Jupiter's Scoping Study Outcomes
Paydirt Battery Minerals Conference | EV Battery Strategy Update 13 Jupiter’s Scoping Study Outcomes 1 JMS Can Produce Battery Grade Mn 2 North America Makes Most Sense 3 Economics Look Attractive For personal use only Battery Grade HPMSM Produced by Jupiter Using Tshipi Ore Potential HPMSM Plant Lo
Slide 14: Next Steps, Costs and Overall Timing
Paydirt Battery Minerals Conference | EV Battery Strategy Update 14 Next Steps, Costs and Overall Timing For personal use only Next Step: PFS A PFS phase has started and will be completed within 12 months Focus Areas for the PFS are: - Technical: pilot plant development and operation, to optimise HP
Slide 15: Jupiter is progressing its strategy to produce battery grade manganese
Paydirt Battery Minerals Conference | EV Battery Strategy Update 15 Jupiter is progressing its strategy to potentially produce battery grade Manganese in the future. Jupiter has a strategy to pursue the Jupiter Mines (“Jupiter”) is the major …which is one of the world’s premier 1 2 3 production of b
Slide 16: For more information contact
For personal use only 16 For more information contact: Jupiter Investor Relations investorrelations@jupitermines.com JUPITER MINES LTD | jupitermines.com
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