Igo Limited · ASX:IGO
Igo — BMO Global Metals, Mining and Critical Minerals Conference 2025
12 slides from Igo's conference presentation, Feb 25, 2025
Slide 1: ASX Release: BMO Conference Presentation
ASX RELEASE 26 FEBRUARY 2025 BMO GLOBAL METALS, MINING AND CRITICAL MINERALS CONFERENCE PRESENTATION IGO Limited (ASX: IGO) (IGO or the Company) is pleased to attach a copy of the presentation which will be provided to the BMO Global Metals, Mining and Critical Minerals Conference which is being hel
Slide 2: IGO Limited
IGO Limited BMO Global Metals, Mining and Critical Minerals Conference Page 1 IGO Limited | 25 February 2025
Slide 3: 2024 Focus
2024 Focus Disciplined decisions over the last 12 months have refocused our business and aligned to the new strategy • Remained laser focused on improving safety performance and outcomes People • Worked hard to protect and develop our culture though a period of significant change • Worked with partn
Slide 4: Greenbushes Lithium Mine
Greenbushes Lithium Mine Lithium asset without peer, delivering exceptional margins through the cycle Global Spodumene Cost Curve (C1) On track to produce ~1.5Mtpa of spodumene concentrate in FY25 at $US200 - $US230/t cash cost (current market price 1,400 ~$US850/t) 1,200 1H25 EBITDA margins of 68%
Slide 5: Lithium Business
Lithium Business Joint venture with Tianqi Lithium Corporation Global Joint Venture (ex-China) gives IGO a unique market position in a partnership with a leading lithium market participant 49% 51% Governance mechanisms at TLEA provide strong protections for IGO 49% 51% 100% Strong alignment on the c
Slide 6: Kwinana Refinery
Kwinana Refinery Developing a pathway which is acceptable to both joint venture partners Working closely with Tianqi Lithium Corporation to manage the structural and technical challenges with developing downstream refining in Australia Prudent decision to discontinue Train 2 removes capital overhang
Slide 7: Nickel Business
Nickel Business Laser focused on safe, stable production and cash maximisation at Nova Nova (Operating) First quartile cost position will underpin strong free cash flow until end of life Life of mine plan work underway to optimise production and cost over remaining mine life Forrestania & Cosmos (Ca
Slide 8: Exploration
Exploration Significant opportunities to deliver organic growth – agile and returns focused Opportunity Knowledge Large and highly prospective Proprietary tools, technology tenement package across belt and data sets provide a unique scale regions in Australia with advantage including the both brownf
Slide 9: Value Proposition
Value Proposition A unique and highly differentiated investment proposition underpinned by Greenbushes Laser focus on Greenbushes – a world maximising cash Disciplined and patient class upstream lithium Team and capability generation and approach to growth exposure optimising costs • Lowest quartile
Slide 10: Unique Opportunity
Unique Opportunity A future underpinned by a world class mining asset Greenbushes Targeted Exploration + …with a highly selective and disciplined Refocused to deliver commercial Greenbushes approach... discovery Generating strong margins through the cycle, with material upside through Inorganic Grow
Slide 11: Cautionary Statements & Disclaimer
Cautionary Statements & Disclaimer • This presentation has been prepared by IGO Limited (“IGO”) (ABN Competent Persons' Statements included in periodic and• Lithium cash costs (production) are reporting inclusive of mining, 46 092 786 304). It should not be considered as an offer or continuous discl
Slide 12: Making a Difference
Making a We believe in a world where people power makes How? Developments in battery storage technology amazing things happen. are enabling the full potential of renewable energy to be realised, by allowing energy produced from the Where technology opens up new horizons and clean sun, wind and other
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