St. George Mining Ltd. · ASX:SGQ
St. George Mining — Battery Minerals Conference 2021
19 slides from St. George Mining's conference presentation, Jun 2, 2021
Slide 1: ASX Media Release: Presentation – Battery Minerals Conference, Perth
ASX / MEDIA RELEASE 2 June 2021 For personal use only PRESENTATION – BATTERY MINERALS CONFERENCE, PERTH St George Mining Limited (ASX: SGQ) is participating in Paydirt’s Battery Minerals Conference in Perth today as a major sponsor. A copy of the Investor Presentation for the Conference is attached.
Slide 2: Growing a High-Grade Nickel-Copper Sulphide Discovery in Western Australia
Growing a High-Grade Nickel-Copper Sulphide Discovery in Western Australia For personal use only Massive nickel-copper sulphides in MAD199; announced 14 April 2021 ST GEORGE MINING LIMITED ACN 139 308 973 ASX: SGQ Battery Minerals Conference, Perth 2 June 2021
Slide 3: Decade of digitisation
Decade of digitisation Unprecedented structural change For personal use only • A decade for technology companies to dominate Digital service/device 2010 2020 Internet devices 35 million 193 million Smartphone 4.4 million 21.6 million Monthly data usage 28GB 250GB Source: Telsyte Australian Digital C
Slide 4: Decade of decarbonisation
Decade of decarbonisation Exponential growth for battery minerals For personal use only • A decade for battery minerals producers to dominate Source: EV Volumes, Argus Metals, Terra Studio ASX: SGQ | St George Mining Limited 2 June 2021 3
Slide 5: Investment Highlights
Investment Highlights High-grade Mt Alexander Project in strategic location For personal use only Exceptional high-grade mineralisation: • Nickel-copper sulphides discovered 30m from surface and over a 4.5km strike • Style of mineralisation is very rare as the combination of high-grade nickel, coppe
Slide 6: Mt Alexander
Mt Alexander Large high-grade mineral system remains underexplored • Four shallow, high-grade discoveries over a 5.5km strike of the Cathedrals For personal use only Belt suggests the system must be deeper than the extent of current shallow discoveries concept confirmed with success of MAD199 in
Slide 7: Mt Alexander – Deeper Targets
Mt Alexander – Deeper Targets Extensive intrusive network confirmed • Surface electromagnetic (EM) surveys can be limited in detecting mineralisation at depth, For personal use only suggesting that deposits below a certain depth at Mt Alexander are yet to be identified • Similar issue at other succe
Slide 8: Mt Alexander – MAD199 Discovery
Mt Alexander – MAD199 Discovery First high-grade sulphides at depth • MAD199 intersected 10.96m of nickel-copper sulphides from 333.6m downhole For personal use only announced just two weeks ago with step-out drilling underway • MAD199 is the deepest and western most occurrence of massive sulphide
Slide 9: New Gravity Survey
New Gravity Survey Compelling new drill targets emerge at Mt Alexander For personal use only • Multiple gravity highs recorded at West End and Investigators – high density massive sulphides and their host rocks will typically present as gravity highs • New targets include ‘bulls-eye’ gravity highs t
Slide 10: Mt Alexander – Exploration Upside
Mt Alexander – Exploration Upside Potential for large-scale deposit • Intrusive footprint at Cathedrals Belt has similar scale to world-class nickel sulphide camps For personal use only Schematic map showing footprint of world-class intrusive nickel sulphide deposits at same scale: Cathedrals Belt,
Slide 11: Mt Alexander – Development
Mt Alexander – Development Advancing towards a mine For personal use only Starter mine: • Potential for a low-cost, high-margin operation – initially targeting the Stricklands deposit – subject to a scoping study underway Resource definition: • Resource drill-out of Stricklands completed in 2020; Ca
Slide 12: Paterson Project – Another Growth Project
Paterson Project – Another Growth Project Unexplored ground in exploration hotspot For personal use only Paterson Province: • Located in one of Australia’s most active exploration frontiers • Hosts the giant Nifty (2Mt Cu) and Telfer (27Moz Au) deposits as well as Rio Tinto’s new Winu copper-gold pr
Slide 13: Paterson Project – Exciting Targets
Paterson Project – Exciting Targets Drilling for a new Cu-Au discovery For personal use only Priority targets: • High-resolution magnetic and gravity surveys completed by St George identified prominent structural features and stratigraphic targets throughout the 35km strike of St George’s tenement •
Slide 14: Corporate Overview
Corporate Overview Expertise and ability to create value for shareholders For personal use only Directors and Management – Vision and Experience for Success Market Capitalisation John PRINEAS, Executive Chairman – founding shareholder Listed Shares with over 25 years experience in mining, and the ba
Slide 15: Share Price Performance
Share Price Performance Highly leveraged to nickel price and news flow 12.5 Ni US$20,000/t $0.25 For personal use only 10.0 Ni US$17,500/t $0.20 Chart showing the Ni US$15,000/t SGQ share price Trading Volume (millions) 7.5 $0.15 relative to the Share Price US$ nickel price 5.0 $0.10 2.5 Ni US$10,00
Slide 16: Nickel Market
Nickel Market Fundamentals point to price upswing • Nickel prices forecast to continue rising given the demand from auto For personal use only manufacturers as they accelerate transition to battery electric vehicles $60,000 600,000 $55,000 $50,000 $45,000 400,000 $40,000 Market Balance (tonnes) Nick
Slide 17: EV Volume Forecast
EV Volume Forecast Adoption rate is accelerating For personal use only 300,000 Plug-In Vehicles Sales in Europe (BEV + PHEV) 2015 250,000 2016: +15% 2017: +38% 200,000 2018: +26% 2019: +46% 2020: +142% 150,000 2021: +100% YTD 100,000 50,000 0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Source: E
Slide 18: Developing a high-grade nickel-copper sulphide project
For personal use only Developing a high-grade nickel-copper sulphide project in the heart of Western Australia’s Goldfields. Photo: Diamond drilling underway at the Mt Alexander Project. ASX: SGQ | St George Mining Limited 27 April 2021 17
Slide 19: Forward looking statements and disclosures
Forward looking statements and disclosures For personal use only The information in this report that relates to Exploration Targets, Exploration Results, Mineral Resources or Ore Reserves is based on information compiled by Mr Dave O’Neill, a Competent Person who is a Member of The Australasian Inst