Altius Minerals Corporation · TSX:ALS
Altius Minerals — Q2 2021 Earnings Presentation
10 slides from Altius Minerals's earnings presentation, August 2021
Slide 1: Second Quarter 2021 Financial Results Conference Call
TSX: ALS | OTCQX: ATUSF Second Quarter 2021 Financial Results Conference Call Coal to Renewable Power | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward-Looking Statement
Forward-Looking Statement This document includes certain statements that constitute “forward- Forward-looking statements speak only as of the date those looking statements” and “forward-looking information” within the statements are made. Except as required by applicable law, Altius does meaning of
Slide 3: Corporate Highlights
Corporate Highlights • First royalty investment completed on an operating project, Longroad Energy’s Prospero 2 250 MW solar project in Texas. • Altius Minerals Corporation (TSX: ALS) holds 15,638,639 Shares of ARR or approximately 59% of the issued and outstanding shares. • Project generation value
Slide 4: Financial Highlights
Financial Highlights Second Quarter 2021 Highlights Attributable Revenues • Attributable Q2 – 2021 royalty revenue of $21.9 million ($0.53 per share) for the quarter, which was up 23% from royalty revenue of $17.8 million $17.8M $21.9M ($0.43 per share) reported in Q1 – 2021 and up 68% from its year
Slide 5: Financial Highlights: Adjusted Net Earnings
Financial Highlights Second Quarter 2021 Adjusted net earnings of $10.5 million or $0.25 per share $2.0M $0.7M Net Earnings (Loss) Impairment Derivatives & Foreign Gain On Disposal Of Gain On Loss Of Significant Adjusted For Commons Charges Exchange Mineral Property Influence On Adventus Earnings In
Slide 6: Balance Sheet
Balance Sheet Second Quarter 2021 Cash and public equity holdings as of June 30, 2021 includes $19 million cash (excluding ARR), $65 million junior equities portfolio position and $135 million LIORC position Debt Investments Cash $250M $200M $150M $100M $50M $M † F2017 2017 2018 2019 2020 Q2 – 2021
Slide 7: Project Generation Business Highlights
Project Generation Business Highlights Second Quarter 2021 Project generation equity portfolio value at $65 million, as at June 30, 2021. Junior Equity Portfolio Growth Net Monetization Net Investments $4M $17M $7M $65M $11M $54M $54M $52M $33M $22M -$3M -$6M Apr 2016 Apr 2017 Dec 2018 Dec 2019 Dec
Slide 8: First Operating Stage Royalty Investment with Longroad Energy
Altius Renewable Royalties Highlights Second Quarter 2021 $140M 2,500 MW First Operating Stage Royalty $120M Investment with Longroad Energy 2,000 MW $100M Capital Deployed 1 $80M 1,500 MW • 331 MWdc/ 250 MWac Prospero II solar project in Texas which achieved COD August 2, 2021, with first royalty $
Slide 9: Outlook
Outlook ▪ Development stage royalty potential: – Curipamba (2% NSR, copper-gold) feasibility study results expected in Q4 2021 – Silicon (1.5% NSR, gold) initial economic study expected H2 2021 – Kami (3% GSR, iron ore) updated Feasibility Study expected H2 2022 ▪ Potash price improvement expected t
Slide 10: Thank You
THANKYOU Producing Project Royalties Generation Development RenewableEnergy Royalties Portfolio Flora Wood Director, Investor Relations Phone: (416) 346-9020 Email: flora@altiusminerals.com TSX: ALS | OTCQX: ATUSF |10