Chrysos Corp. Ltd. · ASX:C79
Chrysos — Macquarie Australia Conference 2025
20 slides from Chrysos's conference presentation, May 6, 2025
Slide 1: Faster, more accurate gold analysis
For personal use only Faster, more accurate gold analysis Macquarie Australia Conference 6th May 2025 Dirk Treasure, Managing Director and CEO Brett Coventry, CFO
Slide 2: Important notice
Important notice For personal use only The material in this presentation has been prepared by Chrysos Corporation Limited (ASX: C79) (“Chrysos” or the “Group") and is general background information about Chrysos’ current activities as at the date of this presentation. The information is given in sum
Slide 3: The Chrysos value proposition
The Chrysos value proposition PhotonAssayTM is the mining industry’s most innovative assaying solution For personal use only Non-discretionary spend Competitive fee-per-sample model for miners Long-term contracts Strong patent protection Lease model provides secure 70-80% gross margin revenue with u
Slide 4: Financial & operating highlights
Financial & operating highlights Q3 FY25 Unaudited Revenue of $16.2m, reflecting 25% growth YoY For personal use only $16.2m 1.7m Unaudited Revenue Samples Processed • International (non-APAC) revenue contributes more than 60% of Unaudited Revenue • +57% growth YoY • +18% EMEA revenue growth YoY, +7
Slide 5: Executing on our global PhotonAssay roll out
Executing on our global PhotonAssayTM roll out Strengthening relationships with key miners and laboratories For personal use only 35 Units Deployed Two new lease agreements with ALS, increasing their total number of PhotonAssayTM units to eight: MSALABS - Barrick Gold - NGM, NV Fourth unit curre
Slide 6: Sustained revenue growth
Sustained revenue growth PhotonAssayTM adoption in key regional centres For personal use only Unaudited Revenue by Region 25% $18,000 $16,000 ■ Unaudited Revenue of $16.2m reflects an increase of 5% QoQ and $14,000 25% YoY driven primarily by international revenue and sample Revenue per Region volum
Slide 7: Differentiated lease & operating models
Differentiated lease & operating models Best-fit approach broadens operational flexibility and applicability For personal use only Unit Leased by Laboratory to Service Unit Leased by Laboratory to Service Unit Leased by Miner & Unit Leased & Operated by Miner Multiple Mining Customers a Specific Min
Slide 8: Growing PhotonAssay technology adoption
Growing PhotonAssay technology adoption Expanding market penetration and growing engagement with the world’s leading miners For personal use only Quarterly PhotonAssayTM Samples Analysed Notable adoption milestones and endorsements o Barrick, one of the world’s largest gold miners announces global a
Slide 9: FY25 Guidance
FY25 Guidance Forecastable revenue model For personal use only FY25 Guidance1 on track: ■ Revenue is tracking at the lower end of the $60m to $70m guidance range ■ EBITDA is tracking below the midpoint of the $9m to $19m guidance range 1. Constant currency assumptions (AUD:USD 0.665, AUD:CAD 0.907,
Slide 10: Summary
Summary Chrysos is well positioned for sustainable growth For personal use only ■ Continued Unaudited Revenue growth in Q3 FY25 of 5% QoQ and 25% YoY ■ Sample volume growth of 7% QoQ and 57% growth YoY illustrating strong demand ■ Deepening relationships with world’s leading laboratories; SGS and AL
Slide 11: About Chrysos
For personal use only About Chrysos [Insert]
Slide 12: Chrysos – revolutionising the global mining industry
Chrysos – revolutionising the global mining industry Chrysos is a global provider of novel assay services through its proprietary PhotonAssayTM technology For personal use only Samples Processed (Half Yearly) Disruptive Minerals Analysis Service and Lease Model with 14,000 Technology Tier 1 Counterp
Slide 13: The Chrysos Vision
The Chrysos Vision To become the world’s leading provider of innovative assay services and technologies For personal use only Total Addressable Market (TAM) Convert gold mining projects in all key mining 700 hubs to PhotonAssayTM 610 Units 600 Focus on improved customer outcomes to drive sample
Slide 14: Our commercialisation journey
Our commercialisation journey The outcome of 20+ years of research and development For personal use only International Prototype Complete JORC and NI43-101 New Customer deployment continues 1st PhotonAssayTM Max unit Companies cite PhotonAssayTM Announcements Established Canadian & data in market an
Slide 15: PhotonAssay technology
PhotonAssayTM technology Efficient, effective and environmentally-friendly minerals analysis For personal use only Step 1 Step 2 Step 3 The crushed sample Automated high-energy X-ray Automated reporting. (2-3 mm) is loaded into analysis, activates and detects gold atoms. jars and scanned into Sample
Slide 16: Safe & sustainable analysis
Safe & sustainable analysis Meaningful OH&S and environmental benefits For personal use only As of 31 March 2025, Chrysos PhotonAssayTM has achieved: PhotonAssayTM provides improved OH&S through the elimination of hazardous chemicals, lead exposure, and the ultra-high temperatures used in convention
Slide 17: PhotonAssay beyond gold
PhotonAssayTM beyond gold Unlocking further market opportunities For personal use only Core market focus Additional revenue streams Near-term R&D Long-term potential Commercially Available • Other base metals Detectable Elements • Rare earths • Energy metals Increased revenue Increased per sample sa
Slide 18: Embedded value delivers market opportunities
Embedded value delivers market opportunities PhotonAssay’s multiple touchpoints position Chrysos for sustained growth For personal use only The value offering… PhotonAssayTM is embedded in the mining value chain PhotonAssayTM Value Add ■ Each year global miners are Exploration Fast turnaround for mi
Slide 19: Experienced leadership team
Experienced leadership team Supported by a well-respected and tenured board For personal use only Senior leadership team Board of Directors Dirk Treasure Rob Adamson – appointed June 2016 Kerry Gleeson – appointed July 2021 Founding CEO & Managing Director Founder & Non-Executive Chairman Non-Execut
Slide 20: Thank you
Thank you For personal use only For more information, please visit chrysoscorp.com or contact us at investors@chrysoscorp.com