Metro Mining Limited · ASX:MMI

Metro Mining — Investor Presentation (September 2024)

14 slides from Metro Mining's investor presentation, Sep 12, 2024

  1. Slide 1: Aluminium Can!

    NOT FOR DISTRIBUTION IN THE US For personal use only ASX: MMI Aluminium Can! 12 September 2024

  2. Slide 2: Disclosures

    Disclosures IMPORTANT INFORMATION The purpose of this presentation is to provide general information about Metro Mining Limited (Metro or the Company) and its subsidiaries and business. NO OFFER OF SECURITIES This presentation is for information purposes only and does not constitute or form any part

  3. Slide 3: Bauxite to Aluminium - Market Drivers & Evolution

    Bauxite to Aluminium- Market Drivers & Evolution Why bauxite is the one upstream critical/battery mineral on which you need to go long…… now! For personal use only 1 Aluminium demand grows significantly under various scenarios 2 Transportation, EV’s, batteries, renewable energy technology, grids: pr

  4. Slide 4: Aluminum: already essential in modern society, is critical to energy transition technologies

    Aluminum: already essential in modern society, is “critical” to energy transition technologies For personal use only Global Aluminium Demand (Mt) 35 2020 2030 62% 30 22% 25 20 50% 15 30% 46% 29% 10 47%  Diverse requirements from aluminium for clean energy transition 19% 5  40% growth in aluminium

  5. Slide 5: Scenario demand vs BASE from energy generation: increase 120% to 322% to 2050

    Scenario demand vs BASE (4oC) from energy generation: increase 120% to 322% to 2050 Mid- case from Solar PV alone = 50 Mt of alu = ~ 300 Mt bauxite! Annual demand by commodity Relative change in demand for minerals from Energy Technology (without storage) through 2050 under: RTS, Ref, B2DS & Remap c

  6. Slide 6: EV car industry to increase global aluminium consumption in transportation by 60%

    EV car industry to increase global aluminium consumption in transportation by 60% to 31.7Mt in 20302 Aluminium is lightweight, corrosion resistant, durable, high strength, low cost, electrically conductive  European cars (ICE and EV) to increase aluminium usage from 197 kg to 256 kg For personal us

  7. Slide 7: 4-6 Tonnes of Bauxite Produces Tonne of Aluminium

    4-6 tonnes of Bauxite Produces 1 Tonne of Aluminium For personal use only Recycling aluminium saves 95% of energy compared with primary aluminium About 75% of the aluminium ever produced is still in use Source: AAC 7 | ASX : MMI | September 2024 I

  8. Slide 8: Steel & iron ore negativity is not warranted for the aluminium value chain

    Steel & iron ore negativity is not warranted for the aluminium value chain Relative Commodity Price movements over the last 12 months (Index)1 Steel & iron ore: early cycle commodities For personal use only  Down more than 20% in last 12 months  Weakness in construction industry likely to persist

  9. Slide 9: Record bauxite trade and strong supply side dynamics

    Record bauxite trade and strong supply side dynamics China bauxite imports 2010 to 2030f1 Supply Side- shorter and longer term positive dynamic  China bauxite production continues to be under pressure: grade, regulation, cost For personal use only  Guinea growing but new producers higher cost and

  10. Slide 10: Bauxite spot prices pushing higher to record levels

    Bauxite spot prices pushing higher to record levels Australian bauxite spot price US$63.5/DMT, up 59% since Jan ’221 For personal use only Traded Bauxite Price (US$/DMT, CIF Chinese Port) 80 75  Bauxite in short supply – contract and spot 70 Guinea LT bx +38%  $3 /DMT spot price rise (Australian H

  11. Slide 11: The benefits of Australia's vertically integrated aluminium industry

    The benefits of the Australia’s vertically integrated aluminium industry For personal use only $15b $50b+ export revenue $5b capital replacement annual local spend >20,000 direct FT Jobs >75,000 total FT Jobs* Wages 160% manufacturing average *direct, indirect, induced, Source FTI Consulting 2024

  12. Slide 12: Aluminium Can... Do More for Australia!

    Aluminium Can…. Do More for Australia! With the right support and policy settings, Australia’s vertically integrated aluminium value chain can remain globally competitive and grow through value add & exports supporting domestic jobs in the regions For personal use only The role of Australian Federal

  13. Slide 13: ASX MMI: Tremendous Progress Made over the Last Year

    ASX MMI: Tremendous Progress Made over the Last Year Recent Share Price Performance1 Shares on Market Share Price1 Issue Capitalisation For personal use only A$0.035 5,955 million A$202 million Performance Warrants2 Net Debt4 Rights $0.035 171.2 million 116.1 million A$57 million Top Shareholders3 %

  14. Slide 14: For Further Information Contact

    For personal use only For Further Information Contact: Investor Relations: Peter Taylor Peter@nwrcommunications.com .au Ph: +61 (0) 4120 3631 Company Secretary: Robin Bates info@metromining.com.au Ph: +61 (0) 7 3009 8000

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