Impact Minerals Limited · ASX:IPT
Impact Minerals — Shareholder Meeting (November 2023)
24 slides from Impact Minerals's shareholder meeting presentation, Nov 30, 2023
Slide 1: Impact Minerals Limited: The New Playa in HPA
For personal use only Impact Minerals Limited The New “Playa” in HPA
Slide 2: Disclaimer
DISCLAIMER This Presentation contains forward looking statements that are subject to risk factors associated with resource For personal use only businesses. While all due care has been taken in preparing the report, projections may be affected by a variety of variables and changes in underlying assu
Slide 3: What lies beneath Lake Hope? A Transformational Acquisition
What lies beneath Lake Hope? For personal use only A Transformational Acquisition ASX Release 21st March 2023
Slide 4: Scoping Study
SCOPING STUDY For personal use only ASX Release 9th November 2023
Slide 5: What is High Purity Alumina?
What is High Purity Alumina? For personal use only • Alumina (aluminium oxide – Al2O3) with a purity of >99.99% or “4N” • 3N = 99.9%, 5N = 99.999% • Listed on the Australian Critical Minerals List.
Slide 6: What is HPA used for?
What is HPA used for? • Separators in Lithium-ion batteries • LED and MicroLED For personal use only
Slide 7: Forecast Supply and Demand for HPA
Forecast Supply and Demand for HPA For personal use only Forecast Supply Deficit of HPA in 2026 Kindly Provided by Alpha HPA Limited
Slide 8: What is High Purity Alumina (99.99% Al2O3) worth?
What is High Purity Alumina (99.99% Al2O3) worth? For personal use only Purity Grade Specification Price Range per Application tonne Smelter Grade 99.5% US$4,000 Precursor chemical, abrasives • A High-Margin and 3N HPA 99.9%-99.98% US$5,000- Sapphire, High Demand US$15,000 abrasives, Business cataly
Slide 9: Lake Hope: A multi-decade HPA mine
Lake Hope: A multi-decade HPA mine For personal use only 880,000 Tonnes of Al2O3 (Alumina). ASX Release 19th June 2023
Slide 10: Project Location: Western Australia, A Tier One Jurisdiction
Project Location For personal use only Western Australia A Tier One Jurisdiction
Slide 11: Lake Hope: a unique deposit
Lake Hope: a unique deposit For personal use only West Lake East Lake 1 km
Slide 12: The Perfect Orebody?
The Perfect Orebody? For personal use only Micron to nanometre sized particles!
Slide 13: 10-15 Year starter pit
10-15 Year ”starter pit” For personal use only ASX Releases 21st March 2023 and 8th November 2023
Slide 14: Very low cost mining
Very low cost mining Less than 5% of Opex For personal use only
Slide 15: The shallowest, highest-grade open pit anywhere?
The shallowest, highest-grade open pit anywhere? For personal use only • High grade: approx. 27% Al2O3. • Cheap, free-digging ore to be processed offsite. • Tiny environmental footprint: biologically sterile. • No long-term rehabilitation liability. • Permitting to be fast-tracked. • Very low carbon
Slide 16: Strong ESG Credentials
STRONG ESG CREDENTIALS Highlights and achievements Q3: ● Modern Slavery Policy reviewed For personal use only and adopted by Board ● Stakeholder Materiality Assessment planning and scheduling ● Decarbonisation roadmap under development for further communication Focus areas for Q4: ● Development of E
Slide 17: First Nations: Heritage Clearance Granted
First Nations: Heritage Clearance Granted For personal use only The Ngadju The Ngadju community is an immensely proud First Nations people who continue to develop the Ngadju membership. We want all Ngadju people to experience improvements in physical and spiritual health and to assist with teaching
Slide 18: Disruptive Sulphuric Acid Process to produce HPA
Disruptive Sulphuric Acid Process to produce HPA For personal use only • Fine grained minerals give unexpected reaction kinetics. • Cheap reagents. • High recoveries up to 86% • Process achieves 99.99% Al2O3 (HPA). • Saleable waste-products. • Optimisation during Pre-Feasibility Study. • Other produ
Slide 19: Will we be the lowest cost producer?
Will we be the lowest cost producer? For personal use only ASX Release 9th November 2023
Slide 20: The Alpha HPA Journey (ASX:A4N)
The Alpha HPA Journey (ASX:A4N) For personal use only $1 B! $10 M
Slide 21: About Impact Minerals
About Impact Minerals (ASX:IPT) Capital Structure Shareholders For personal use only Board of Directors and Management Non-Executive Chairman: Peter Unsworth Listed on ASX November 2006 Bunnenberg Family 15.7% Managing Director: Dr Mike Jones Shares on Issue 2,864 million ABC Beteiligungen 7.7% Non-
Slide 22: Forward Plan
Forward Plan For personal use only 2023 2024 2025 2026 Maiden Resource 1000 tpa Pilot Plant Completion of PFS Complete DFS Scoping Study and PFS start Financing for Start DFS Mining Lease Granted? Mining Lease Application full scale plant 10 tpa Pilot Plant Qualification Trials Optimisation Offtake
Slide 23: Come with us on the journey
COME WITH US ON THE JOURNEY • We aim to be one of the lowest-cost For personal use only producers of HPA globally. • We have a unique deposit in a Tier 1 Jurisdiction. • We have a cost-disruptive metallurgical process now in PFS. • We will build out our capabilities in metallurgy and final product s
Slide 24: Competent Persons Statements
Competent Persons Statements This review of exploration activities and results, and the metallurgical test work contained in this presentation is based on information compiled by Roland Gotthard, a Member of the Australian Institute of Mining and Metallurgists. He is an employee of Impact Minerals L
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