Jupiter Mines Limited · ASX:JMS

Jupiter Mines — Diggers and Dealers 2024

13 slides from Jupiter Mines's conference presentation, Aug 6, 2024

  1. Slide 1: Company Overview

    For personal use only Company Overview August 2024 Diggers and Dealers | Kalgoorlie

  2. Slide 2: Disclaimer

    Disclaimer This presentation is provided for information "likely", "intend", "should", "could", "may", "predict", purposes only. The information in this presentation is "plan", "propose", "will", "believe", forecast", in a summary form, does not propose to be complete "estimate", "target" and other

  3. Slide 3: Jupiter is the largest pure play listed manganese miner in the world

    Jupiter is the largest pure play listed manganese miner in the world, with 49.9% ownership of Tshipi, a Tier 1 manganese mine. Share Price Market Cap Board of Directors For personal use only A$0.24 A$470m Scott Winter Ian Murray Patrick Murphy NED Chairman NED ex Perenti NPAT ex Gold Road MD Surface

  4. Slide 4: Tshipi is one of the world's best manganese mines

    Tshipi is one of the world’s best manganese mines… 1 Tshipi Sales (Mt, LHS) and Costs (US/dmtu, RHS) and Mn Price (US/dmtu, FOB, RHS) 3 …outstanding ESG performance….. For personal use only 100% Key ESG KPI Performance, last 4 years (out of 100%) Material 4.0 $7.00 Sales, 3.4 80% Production and $6.0

  5. Slide 5: Located in the Kalahari Manganese Field, which holds 73% of the world's manganese reserves

    …located in the Kalahari Manganese Field, which holds 73% of the world’s manganese reserves. Khwara Mn 48 Manganese South 32 Wessels For personal use only Assmang Mine Nchuvaning Assmang Kudumane Mn Gloria Resources Kalagadi Resources Sebilo Development Mokala Mining Mining United Mn of Kalahari (UM

  6. Slide 6: Jupiter has an outstanding dividend payment track record

    Jupiter has an outstanding dividend payment track record. JMS Share Price (Current) and DPS (A$) Jupiter Dividends Since IPO vs Current Share Price $0.300 For personal use only $0.250 Current Share Price, $0.240 $0.200 $0.150 Dividends per Share (Cumulative since IPO), $0.200 1. Jupiter has a divide

  7. Slide 7: Jupiter's share price is correlated with the manganese price

    Jupiter’s share price is correlated with the manganese price. Both have reacted in response to a major and continuing supply disruption. Jupiter Share Price since 2018 (Blue Line, LHS) vs Manganese Price (Gold Line, RHS) • The Jupiter share price is For personal use only $0.45 $8.00 strongly correla

  8. Slide 8: Manganese supply is very concentrated at the top end

    Manganese supply is very concentrated at the top end. For personal use only GEMCO is the second largest Mn mine globally (12% of all supply). #2 Mine by Mn Production (12% of all 1. Manganese supply is global concentrated. The top 5 supply) mines produce 44% of all supply. 2. GEMCO is the second lar

  9. Slide 9: Manganese prices have been volatile since the GEMCO incident

    Manganese prices have been volatile since the GEMCO incident and Chinese port stockpiles have been drawn to 3+ year lows. Mn Price (FOB, 37% Mn PE) (Line, LHS) and Chinese Port Stockpiles (Millions of Tonnes at Port) (Columns, RHS) (Jan 2021 - July - 2024) For personal use only $6.00 7.5 Stocks (Mt)

  10. Slide 10: Longer term, the manganese market outlook is constructive for growth

    Longer term, the manganese market outlook is constructive for growth, with demand growth and supply contraction expected. 1 New manganese ore supply will be needed, due to 2 …and continuing growth from steel and new For personal use only expected mine closures and grade run off… demand from EV batte

  11. Slide 11: Jupiter has a strategy to sustainably grow

    Jupiter has a strategy to sustainably grow, focused on a planned increase in manganese production, ongoing operating efficiency and (potentially) entering the battery manganese market. FIVE YEAR STRATEGY For personal use only FY2023 – FY2028 FITTEST IN THE FIELD INDUSTRY LEADER SUSTAINABLY UPCYCLE (

  12. Slide 12: Jupiter is the largest pure play listed manganese miner in the world

    Jupiter is the largest pure play listed manganese miner in the world, with a dividend track record, exposure to manganese price upside and a compelling strategy to grow. Commitment to dividend 1 2 3 For personal use only + Growth Upside… + Manganese Price Upside. policy… JMS Five Year Growth Target:

  13. Slide 13: For more information contact

    For personal use only For more information contact: Investor Relations @ Jupiter investorrelations@jupitermines.com Kalgoorlie | Diggers & Dealers 13

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